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SPECIFICTION
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Epicor FP&A

epicor.com

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Spec score 7.6 #6 of 19 in AR Automation

What it is

Epicor FP&A is a cloud solution for financial reporting, budgeting, planning, forecasting, and consolidation. It supports financial and operational modeling, with multidimensional reports for P&L, balance sheets, income statements, cash flow, and trial balances. Built-in machine learning models use historical data to provide a starting point for budgets and forecasts. Planning features include approval workflows, input sheets, business rules, rolling forecasts, and scenario analysis. Consolidation covers eliminations, allocations, adjusted EBITDA, and intercompany data collection and consolidation. The product supports IFRS, US-GAAP, and other local GAAP frameworks. Users can work through web and Excel interfaces, and download web reports to Excel. Native integrations include Epicor Kinetic, Epicor ERP, iScala, Enterprise, Prophet 21, and Epicor Financials; Epicor also says it connects with non-Epicor ERP systems on premises or in the cloud. Packages range from Financial Statements & Reports for one company to FP&A Enterprise for unlimited companies. Prices are on request. Epicor says the product serves organizations of different sizes and industries and is fully owned and supported by Epicor.

Spec sheet

Purpose
Epicor FP&A is a cloud solution for financial reporting, budgeting, planning, forecasting, and consolidation.Read 7 Oct 2026 · epicor.com
Support
Epicor states that FP&A is fully owned and supported by Epicor.Read 7 Oct 2026 · epicor.com
Headquarters
Austin, Texas, United StatesRead 4 Oct 2026 · epicor.com
Founded
1972Read 4 Oct 2026 · epicor.com
Accounting frameworks
The product supports IFRS, US-GAAP, and other local GAAP reporting frameworks.Read 7 Oct 2026 · epicor.com
Consolidation
Consolidation capabilities include eliminations, allocations, adjusted EBITDA, and intercompany data collection and consolidation.Read 7 Oct 2026 · epicor.com
Data connection level
databasesRead 20 Sep 2026 · epicor.com
ERP integrations
Native integrations include Epicor Kinetic, Epicor ERP, Epicor iScala, Epicor Enterprise, Epicor Prophet 21, and Epicor Financials; the page also says it integrates with non-Epicor ERP systems on premises or in the cloud.Read 7 Oct 2026 · epicor.com
Financial modeling
YesRead 20 Sep 2026 · epicor.com
Forecasting
Built-in machine learning models use historical data to provide a starting point for budgeting and forecasting.Read 7 Oct 2026 · epicor.com
Implementation
Epicor lists average implementation estimates of 20–36 hours for Financial Statements & Reports, 36–52 for FP&A Basic, 54–70 for FP&A Standard, and a starting estimate of 116 hours for FP&A Enterprise.Read 7 Oct 2026 · epicor.com
Interfaces
Users can work through web and Excel interfaces, and web reports can be downloaded to Excel.Read 7 Oct 2026 · epicor.com
Modeling scope
multi-domainRead 20 Sep 2026 · epicor.com
Operational modeling
YesRead 20 Sep 2026 · epicor.com
Package limit
The Financial Statements & Reports package is limited to web and Excel financial reporting and is described as suitable for one company, with the possibility of adding more.Read 7 Oct 2026 · epicor.com
Planning
Budgeting features include approval workflows, input sheets, business rules, rolling forecasts, and scenario analysis.Read 7 Oct 2026 · epicor.com
Reporting
It supports multidimensional financial and operational reports, including P&L, balance sheet, income statement, cash flow, and trial balance.Read 7 Oct 2026 · epicor.com
Security and compliance
Epicor describes FP&A security measures focused on data security, encryption, and industry-standard compliance; its compliance page says GDPR compliance is a shared responsibility with customers.Read 7 Oct 2026 · epicor.com
Sensitivity analysis
YesRead 20 Sep 2026 · epicor.com
Who it is for
Epicor says the product can serve small, mid-sized, and large organizations across industries and verticals.Read 7 Oct 2026 · epicor.com

Plans and prices

Financial Statements & Reports Priced on request 1 company Read 20 Sep 2026 · epicor.com
FP&A Basic Priced on request 1 company Read 20 Sep 2026 · epicor.com
FP&A Standard Priced on request 10 companies Read 20 Sep 2026 · epicor.com
FP&A Enterprise Priced on request Unlimited companies Read 20 Sep 2026 · epicor.com
Financial Statements & Reports Priced on request Web and Excel financial reporting only · one company, with option to add more Read 7 Oct 2026 · epicor.com
FP&A Basic Priced on request Web and Excel reporting · budgeting and forecasting · standard consolidation · one company, with option to add more Read 7 Oct 2026 · epicor.com
FP&A Enterprise Priced on request Full reporting, budgeting and forecasting, and consolidation · unlimited companies · includes Sales, Advanced Financials, and Advanced Consolidation modules Read 7 Oct 2026 · epicor.com
FP&A Standard Priced on request Web and Excel reporting · budgeting and forecasting · standard consolidation · works best for 10 companies, with option to add more · optional Sales, Advanced Financials, and Advanced Consolidation modules Read 7 Oct 2026 · epicor.com

Every Epicor FP&A plan and price →

Strong points and limits

Strong points

  • Financial and operational modeling with scenario analysis
  • Historical-data machine learning models support forecasting
  • Web and Excel interfaces
  • Supports IFRS, US-GAAP, and local GAAP frameworks
  • Connects with Epicor and non-Epicor ERP systems

Limits

  • Pricing is on request
  • Financial Statements & Reports is limited to web and Excel reporting
  • Financial Statements & Reports is for one company

Who it suits

Epicor FP&A is aimed at small, mid-sized, and large organizations across industries that need financial and operational planning or reporting. Its packages cover different company counts, from one to unlimited.

Verdict

Epicor FP&A combines planning, reporting, forecasting, and consolidation, with web and Excel workflows and ERP integrations. Package scope varies by company count, and pricing requires a request.

Where Specifiction places it

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