Epicor Financial Planner Overview – Customer Webinar



Interested in learning more? Take a look at the schedule of upcoming events we have planned. If you can’t attend an event in person, we regularly host webinars to share our knowledge and experience with Epicor Kinetic ERP and how together we can help your business. Hope to see you soon!

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Service Based Industry Project - Financial Management Employee

Epicor Financial Planner Overview – Customer Webinar « August 17, 2023 @ 1:30 pm - 2:30 pm EDT

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Epicor Financial Planner (EFP) is Epicor’s premier financial planning and analysis (FP&A) solution providing out-of-the-box actuals, budgets, and live forecasts. To ensure your business can react to market stressors, EFP offers you a dramatically improved way of working with financial planning and analysis data. EFP streamlines and automates time-consuming, error-prone tasks for your finance team so you can focus on high value-yielding responsibilities. It uses a pragmatic and intelligent workflow that makes working and collaborating quick and easy.


  • Enforce your chart of accounts (COA) and enable accurate forecasts
  • Perform what-if analysis to immediately see the impact of business decisions
  • Automate P&L, balance sheet, and cash flow reporting
  • Boost security by restricting access to sensitive information
  • Create and track driver-based plans while considering periodic trends
  • Compare actuals versus budgets and analyze variances
  • Drill through underlying transaction details, trend analysis, filters, and multidimensional hierarchies
  • Reduce time spent on budgeting and forecasting and lead time business to board by 50–90%
  • Improve team collaboration and communication


August 17, 2023
1:30 pm - 2:30 pm EDT


Jason Hindle
866-579-7497 x747