Epicor Financial Planner

Your current ERP + Epicor Financial Planner

Epicor Financial Planner delivers full financial reporting, planning, budgeting, performance management, and consolidation capabilities that complement your selected combination of ERP and line of business systems.

Reporting, Budgeting & Planning with Epicor Financial Planner

Epicor Financial Planner (EFP) is a complete system for Financial Budgeting, Reporting, and Planning. It is based on the advanced Epicor Planner family foundation and is thus expandable to support a multitude of complex business scenarios. Epicor Financial Planner uses the Epicor Planner add-in that is installed in Microsoft Excel and provides you with full-fledged Excel based reporting tool (in addition to all it’s budget and forecast capabilities). It works with ERP systems such as Epicor ERP, and iScala ERP.

Report Wizard

Create custom reports using an easy report wizard tool

Drill down to the details and trace your data in real-time
Custom Dashboards

Modify dashboards according to your preferences.
Custom Dashboards

Create your own dashboard views and see the general overview of your finances
MS Excel Interface

The familiar Excel interface makes it comfortable to use. Use Excel with all its functionality.

Self-service Reporting Package

Create a report from scratch or use one of the pre-designed report templates with just a few clicks. EFP´s self-service reporting suite offers a drag and drop report editor from income statements, balance sheets, and ad hoc management reports. Drill on-the-fly, use slice and dice analytics across multiple dimensions, and customize reports without any technical assistance. EFP can handle massive amounts of data without slowing down report performance.

Automated Consolidation and Close Package

EFP offers a unique opportunity to have a unified corporate performance management solution in one platform. One that includes smart and intuitive automation capabilities, process-driven workflow, standardized controls, and detailed audit logs in order to make consolidation faster and easier. Enjoy multi-GAAP and IFRS support, intercompany matching and elimination, currency automation, minority interest, and ownership simulation all within the tool.

Sophisticated Budgeting and Planning Package

EFP has a sophisticated budgeting and planning engine that gives its users versioning features to build and compare varying scenarios such as what if scenarios, working budgets, and forecasts. Its advanced financial and business logic supports time series management, allocations, and allows you to see impacts of what if scenarios on costs. EFP self-checks to help you find errors in order to remedy them promptly.

Accurate and Dynamic Forecasting Package

With EFP´s seamless bidirectional connectivity to any ERP or business system, pulling data from the organization´s sales/ CRM system allows for accurate forecasting. Do flexible manual adjustments as necessary as EFP offers its users unlimited opportunities to manage, reevaluate, and modify accounts in order to produce more timely and accurate forecasts.

Contact us Today


It´s really not just a budgeting tool, it is a modeler. It shows that you can model business, you can model products – and that’s what we’d like to do.

Terri McCrackenFinance Manager, Friendly Society Private Hospital

DSPanel AB – Epicor Partner
Kungsgatan 7, Stockholm, Sweden | +46-8-669-0340
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