Epicor Financial Planner´s (EFP)
FREE TRIAL access

EFP does not believe in asking its customers to take a big leap of faith.


We completely understand that being cautious is embedded in the DNA of every finance professional and for good reasons too.

EFP strongly believes in allowing you to assess for yourself if this solution is suitable for your business and for your unique business needs.

Therefore, we offer a FREE 30-day trial for all those who would like to try EFP out.
  1. Name of ERP product and version used
  2. REST URL (The link can be found in C:\Epicor\{DEPLOYMENT}\Client\Config)
  3. User account with admin access to the system (username)
  4. Password
  5. Epicor Site ID

This will require a free onboarding session for 1 hour.

First option

– Send us a backup of your database and then we run EFP cloud

– This option will require a one-day installation with a fixed fee

Second option

– Use of ONPREM connector built-in EFP which means this will be a live integration
– This option will require an installation between 1-5 days depending on technical setup of your IT environment. Fee is agreed upon prior to installation.

  1. Name of ERP product and version used
  2. Epicor Site ID
  3. Your choice of which option you want

Both options will require a free onboarding session for 1 hour.

What are you waiting for?

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Sign up below for the FREE Trial:
Details Required for the Trial:
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