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.

Benefits:

• 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