Brochure-Epicor FP&A for Financial Planning and Analysis

Download this brochure to get an descriptive overview of Epicor FP&A's features and capabilities as a financial budgeting and planning, reporting, and consolidation tool for Epicor Kinetic, Epicor Enterprise, and P21 systems.

Epicor Financial Planning and Analysis (FP&A)

Deep, sophisticated, and easy-to-use software for financial budgeting & planning, analysis, reporting & consolidation.

Epicor FP&A is a unified and easy-to-use software for financial reporting & analysis, consolidation, dashboarding, budgeting & planning. It is an add-on software to your Kinetic system (or any other Epicor and non-Epicor system). It is a solution that will allow you to take full control of your financial planning & analysis process by streamlining the way you do reporting, budgeting, dashboarding, and consolidation, and automating tasks. Powerful Business Rules Automation – Automate Complex tasks with rules With Epicor FP&A, your finance department can transform complex data into actionable insights. Epicor FP&A´s built-in business rules engine can handle highly complex calculations in a simple, straightforward manner. You can have multiple pre-built rules such as direct and indirect cash flow, consolidation, foreign exchange rates or HR calculations. No matter how advanced the rule you want to run, all these can be accomplished without any hard coding or IT assistance. The Epicor FP&A Dashboard – a curated view to highlight the numbers that matter to you When logging into Epicor FP&A, you are welcomed by a dashboard that contains graphs that are relevant to your line of work. You get a summarized view of your assignments and key reports. You will have a board where you get to see announcements set up by the administrator for news that you shouldn´t miss. It is worth mentioning that setting up this dashboard requires no coding at all. Whether you want to display gross margin, revenue, budget versus actual, the choice of what you want to see is all yours to decide. Want to set up multiple dashboards to cover sales and finance? You can do that too.

Take control of the reporting and budgeting process across your organization

Best Practice Approach – always the ideal way of working Epicor FP&A believes in good reporting and budgeting practices that are designed to minimize errors and inconsistencies and engage front-line managers with the unique perspective of their department to collaborate with the finance department so that top-down guidelines may be combined with bottom-up knowledge. Epicor FP&A looks at your way of working and suggests ways of optimizing your entire process through tried and tested practices like the use of report templates and the report wizard, driver- based budgeting, live and rolling forecasts, what-if analysis, version control capabilities, advanced allocations, intercompany matching, intercompany eliminations, and more. Focus on Ease of Use & Quick Implementation – quicker time to productivity Epicor FP&A integrates natively with Kinetic, older Epicor ERP versions, iScala, and P21. It can also integrate with other non- Epicor systems quickly and efficiently. This seamless integration with your existing ERP investment ensures quick access to accurate management information. Epicor FP&A is also heavily focused on ease of use. It´s guiding principle is that when you log in as a user, you should be able to find the things you need the most within 5 seconds and you should never have to ask how to do things. It must feel accessible, quick, and intuitive. Artificial Intelligence and Machine Learning – A real step towards FP&A progress Epicor FP&A is powered by AI and ML. For you, this means automating complex tasks, the possibility of consuming, understanding, and processing of data volumes and speeds never before imagined. It also means the system will adapt and improve its predictions based on experience, without user intervention. For example, deep learning is used to automatically check data entries for errors or predict customer payment based on payment history.

“...We like the fact that it is cloud-based, install is very easy. It has Excel-add in and that it is just one system for both reporting and budgeting. Epicor FP&A is also very modular which means you can make pretty much whatever you want.” —Peter Nefus, Senior System Business Analyst in IT | CBN

Why Choose Epicor FP&A? Secure FP&A Investment one tool to use and maintain Best Practice Approach offers pre-defined management content Ease of Use Dynamic and user-friendly Secure choice multi-layered security Quick Implementation Quick and efficient ERP integration


Page 1 Page 2

Made with FlippingBook Online document