It is no secret that EFP is a robust tool for income statements, balance sheets, and for cash flow statements. However, for those that are not aware – there is more to Epicor Financial Planner than meets the eye. Most … Read More
A Complete and Functioning
FP&A Solution in under 5 minutes
A fully automated installation & set up of an FP&A solution in the Cloud
Cloud-based, Quick Install, Self-Provisioning, Optional Consulting,
Smart Workflow, Reasonable Pricing
Epicor Financial Planner: Revolutionizing FP&A
Epicor Financial Planner brings you a revolutionary change in the way FP&A solutions work.
What used to take days or weeks to implement is now down to 5 minutes with EFP´s new fully automated self-service installation and provisioning.
Epicor Financial Planner is now cloud-based with the ability to connect to on-premise systems. After the 5 minutes self-service installation, you get fully functional actuals, budgets, and live financial forecasts. It is so simple and easy to use, consulting is optional.
Epicor Financial Planner Sneak Peak
You will work in Excel which is a familiar tool for you but all the problems surrounding doing FP&A in Excel are now eliminated because all the data and business rules are stored in the server for optimal system performance.
EFP´s workflow is designed to be pragmatic and practical for everyday use of finance staff like yourself. From making sure you get a comprehensive overview of pending or accomplished tasks to having clearly defined approval workflows, working in the system has never been more intuitive.
EFP has an expand feature that allows you to eliminate the need for creating different reports for various reporting situation. You can simply use the same report and just change the dimensions on it by department. No need for duplication of effort. In addition, its role-based security access ensures you do not need to create different reports for different people because you get to control exactly what others see on the same report.
With EFP, you work with live information where if you make changes you can send it over and get it right away. No need to wait to post it so you can be guaranteed you are always working on the latest version that everyone else is working on.
It is cloud-based and is just an Excel-add on which makes the install very quick and easy. It is also modular which makes extending the tool effortless. EFP is true to its promise of providing a complete and fully functional FP&A solution in just a few minutes.
Create custom reports using an easy report wizard tool
Drill down to the details and trace your data in real-time
Modify dashboards according to your preferences.
Create your own dashboard views and see the general overview of your finances
The familiar Excel interface makes it comfortable to use. Use Excel with all its functionality.
Epicor Financial Planner in more detail
What things can you do with Epicor Financial Planner?
The Perfect Complement to Your ERP System
Epicor Financial Planner (EFP) is the perfect complement to your current ERP or line of business systems. It has the unparalleled ability to connect and integrate to any system facilitating a smoother flow of information across systems.
The tool brings you a complete FP&A solution that affords your organization drastic improvements in the entire process.
EFP works in a modular way allowing you to choose what type of modules you want to have with the possibility of extending it as your need increases.
With EFP, you can now be assured that as a finance personnel you own and control your budgeting software.
We get asked the question every now and then why EFP is still needed when their ERP system can consolidate their financial data, automate entries, and perform reconciliations. True enough, ERP systems have a way of consolidating financial master data … Read More
If your business is still spending a significant number of hours manually tracking your financial planning & analysis (FP&A) processes, it is perhaps time to rethink your ways and your use of technology. Spending too much staff time on menial … Read More