Epicor FP&A - Financial Planning and Analysis for Smarter Manufacturing
Our cloud-based FP&A solution empowers manufacturing companies to streamline financial planning, budgeting, and performance analysis directly within their ERP
Designed for growing businesses, FP&A provides real-time insights, accurate forecasting, and KPI tracking to support smarter decision-making.
Epicor FP&A is a powerful and intuitive financial planning and analysis tool for manufacturers designed to help businesses streamline their financial processes and stay ahead of evolving challenges.
With advanced capabilities for reporting, budgeting, financial planning, and consolidation, it enables organizations to make data-driven decisions with confidence.
With seamless integration across various Epicor Kinetic components, Epicor FP&A empowers finance teams to centralize, automate, and optimize financial management without needing IT support. Utilizing intuitive web and Excel interfaces, it provides a comprehensive view of your budgeting cycles, helping you make informed decisions and stay ahead of industry challenges.
Equipped with machine learning capabilities and smart process streamlining, Epicor FP&A is a vital tool for enhancing operational efficiency and supporting businesses in an ever-changing environment.
Why manufacturers rely on a financial planning and analysis solution?
While tools like Excel are powerful, they lack essential features to support effective budgeting and financial planning. Here’s how a financial planning and analysis module can add value to your business:
1
Complete Financial Solution
Epicor FP&A delivers an all-in-one solution to address every aspect of a company’s financial reporting needs, ensuring seamless management of accounting periods. The module extracts data directly from the ERP and automatically updates it, ensuring your reports always reflect the most current data.
2
Multidimensional Reporting
Create and customize both simple and complex reports using predefined templates like :
- Balance sheets
- Income statements
- Cash flow statements
- Arial balances
FP&A’s flexibility allows you to combine multiple dimensions or segments into new multi-segment dimensions, or virtually combine dimensions to suit your specific needs. Generate accurate, timely financial and operational reports across all your entities, ensuring compliance with internal and external reporting standards.
3
Advanced Budgeting and Forecasting
Boost speed, performance, and data analysis with budgeting and forecasting workflows powered by machine learning.
The module’s advanced customization options allow businesses to tailor the solution to their unique processes.
- Indicator-based budgeting
- Multi-level approval workflows
- Cell-level commentary
- Real-time analysis
- Drill-down capabilities in input sheets
- Smoothing and enhanced charting
4
Standard and Advanced Consolidation
With Epicor FP&A, all company users can generate analyses and reports in real-time as changes occur, pulling data from a single source. Multiple report formats are supported, including IFRS, US-GAAP, and local GAAP standards.
Key consolidation features include:
- Eliminations
- Allocations
- Adjusted EBITDA
- Intercompany data collection and consolidation
- Dynamic report distribution
- Subscriptions
5
No-Code Dashboards
Access customizable, easy-to-configure dashboards without any coding required. Display key data based on user roles and effortlessly track critical metrics—whether financial, commercial, manufacturing, or more—all in one centralized location.
6
Web and Excel Access
Whether you prefer the intuitive web interface or the familiar Excel spreadsheet, both are available. You can create reports on the web and download them into Excel without worrying about formatting. Regardless of the platform, FP&A is designed to ensure your data is secure, adhering to industry-leading standards.
7
Transforming Data into Insights
Be ready for any scenario with unlimited financial and operational scenario modeling.
- Explore your data from different angles to test assumptions and use predictive planning to fine-tune your forecasts.
- Forecast revenues and costs by combining multiple dimensions with specific indicators.
- Plan for working capital and cash flows over short, medium, and long-term horizons.
- Use Epicor FP&A to explore, test, forecast, and plan effectively.
- Anticipate the impact of your decisions by analyzing how changes in input variables influence target outcomes.
The Concerti Advantage
Because Epicor FP&A is a cloud-based solution, there are certain customization limitations. That’s why at Concerti, our approach goes far beyond technical implementation—we offer comprehensive support to help clients fully integrate and leverage the platform.
From the moment a client acquires FP&A, our team is actively engaged to ensure a fast and efficient onboarding process for all their future users. To facilitate adoption, we provide an exclusive, expert-developed FP&A guide. This resource offers detailed, step-by-step instructions for each feature of the module, helping teams learn quickly and begin using the solution effectively from day one.
Before implementation : configuring financial segmentation based on the client’s organizational structure.
At the beginning of an FP&A project, our experts set up key configurations, including the segmentation of departments, divisions, and companies within financial reports. We also assist clients in faithfully replicating their current financial statements, ensuring a reporting structure that reflects their unique business reality.
Following this, Concerti continues to support clients with:
- Financial statement consolidation
- Cash flow management
- Development of complex budgets
- KPI tracking and performance monitoring
- Access to ready-to-use financial statement and budget templates, designed for easy integration into FP&A and enabling advanced scenario modeling (favorable, unfavorable, or exceptional, such as an expansion or new facility)
After configuration : ongoing support until the client is fully autonomous in using FP&A.
Thanks to our deep knowledge of the Quebec manufacturing sector and its unique characteristics, we’re able to deliver solutions that are truly aligned with the local needs of manufacturers.
With Concerti, Epicor FP&A is more than just a software module—it becomes a powerful engine for financial performance and strategic decision-making.
With its machine learning capabilities, Epicor FP&A provides a foundation for your budgeting and forecasting processes with minimal effort and configuration. This innovative feature uses artificial intelligence to enable systems to learn and improve based on data, without requiring manual programming.
With FP&A, the module retrieves real-time data directly from Epicor Kinetic while also preserving historical data to support the creation of comparative financial statements. Depending on the scenario, users can select from a variety of pre-built models to find the one that best meets their specific needs.
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