dataSights vs Epicor FP&A

dataSights is a management reporting and consolidation platform for finance teams. It syncs business systems into a database and produces reports such as profit and loss, balance sheet, trial balance, actuals versus budget, receivables and payables, and cash summary. Multi-entity tools include account mappings, intercompany eliminations, consolidation journals, and multi-currency FX. KPI dashboards, variance analysis, management pack templates, and scheduled distribution are also listed.

Data is stored in Microsoft Azure SQL, hosted either with dataSights or under the customer's own Microsoft account. The connector directory lists 176 systems, including Xero, Shopify, HubSpot, Salesforce, QuickBooks Online, and Stripe. Consolidated data can be used with Excel and Power Query, Power BI, Google Sheets, Looker, SQL, and MCP-compatible AI tools. AI Connect supports Claude, ChatGPT, and Microsoft Copilot for querying data and posting supported updates to Xero. The platform can write journals, invoices, bills, credit notes, bank transactions, and purchase orders to multiple Xero organisations with an audit trail. The listed plans are $130 a month for Xero consolidation and $295 a month for data syncing. A 14-day trial is offered.

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.