The Value of an Agile, Flexible FP&A Solution

Businesses face a myriad of challenges today: inflation, attrition, and low productivity. Epicor FP&A is a cloud solution that empowers you with a new structure of working—improving your financial reporting processes, enhancing your operations, and helping you adapt to a dynamic environment. With the CFO holding the reins, bolstered by cutting-edge machine learning technology, you can help ensure your business is ready to:

• Quickly generate reports and ensure you comply with internal and external reporting standards
• Accurately predict future revenues, profits, and cash flow
• Make goal-oriented and driver-based plans, while modeling complex financial and operational what-if scenarios 
• Discover which products, customers, and segments of the business are more profitable 
• Consolidate reports with ease across entities so you can compare performance

Features

• **Epicor FP&A as a Unified FP&A Solution: **In addition to being a comprehensive reporting and consolidation tool, Epicor FP&A stands out as a robust and complete Financial Planning & Analysis solution. It caters to a wide range of business needs, from the simplest to the most complex, offering four distinct packages. With a single, unified solution that is both user-friendly and easy to maintain, Epicor FP&A provides a cost-effective and scalable option that evolves alongside your business, whether in terms of headcount, revenue, or process complexity. - Unified solution for reporting, budgeting, planning, consolidation - One tool that is easy to use and maintain - Direct integration with your ERP system, whether deployed in the cloud or on-premises - Cost efficient, complete, and effective scalable solution
• **Epicor FP&A for Reporting and Consolidation: **Epicor FP&A is a reporting and consolidation solution that balances depth, sophistication, and ease of use. It serves as a complete and comprehensive reporting and analytics tool, coupled with a robust consolidation engine. This solution offers flexibility and customization to meet your unique business needs, all while being ready to use out of the box. - Out-of-the-box reports and budget templates - Easy reports creation from scratch - Support for financial and non-financial data - Direct GL integration with Excel import functionality - Flexible and customizable Charts of Accounts Set up - Powerful Report Drill capabilities - Business rules for sophisticated calculations - Report subscription, sharing, and distribution options - Web and Excel user interfaces
• **Epicor FP&A for Budgeting & Planning: **Epicor FP&A champions effective budgeting and planning practices designed to minimize errors and inconsistencies. By engaging front-line managers, it leverages their unique departmental insights to collaborate with the finance department, seamlessly blending top-down guidelines with bottom-up knowledge. Epicor FP&A can significantly reduce your budget cycle time by automating specific tasks: - Streamlined Budgeting Workflow: Enjoy a streamlined process with approval hierarchy clearly defining tasks and persons responsible - Budget Worksheets/Input Sheets: Out-of-the box with smart features that simplify inputs and adjustments - Machine Learning in FP&A: generate your budget, plan, or forecast using the built-in ML models in the system - Business Rules Engine: Automate complex calculations with ease - Live and Rolling Forecasts: Make resource decisions as close to real-time as possible - Unlimited What-If Analysis: Model different scenarios effortlessly - Team Collaboration: Enjoy features that make team collaboration across locations easier - Uncompromising Security: Protect your data integrity

Benefits

• **Delivering Real-Time Insights: **Streamlines your processes so you can access insights quickly while supporting effective decision-making across your organisation. 
• **Reducing Cycle Times: **Reduce your budget cycle time by over 50% allowing you to deliver faster data and clearer insights across functions. The machine learning capabilities in Epicor FP&A ensure you have a quick and excellent starting point in your budgeting and forecasting process with numbers you can stand behind.
• **Increasing Savings and Improving Productivity: **Re-engineer reporting and budgeting processes so your teams can increase efficiency and boost productivity, strengthening your bottom line.