Epicor FP&A vs Kolleno

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.

Kolleno is an order-to-cash platform for organizations managing accounts receivable. It brings collections, payments, cash application, disputes, credit risk management, and cash flow forecasting into a cloud-based workspace. The platform gathers invoice data, customer communications, and payment history, then automates reminders, follow-ups, and escalations. Customizable AI agents can handle those tasks, match payments, and post them; teams can review, change, or override the agents’ actions. Kolleno also analyzes customer payment behavior and displays predicted payment dates. It offers over 1,000 integrations across ERP, CRM, banks, and mailboxes, plus an open API. Named integrations include Xero, QuickBooks, Sage Intacct, Clio, NetSuite, Microsoft Dynamics Business Central, SAP, Oracle, and Fusion. Access is through a computer and internet connection, without installing apps. There is no free plan, but a free trial is available. Business Pay costs $650 a month per user, and Business Plus costs $1,245 a month per user; Enterprise plans have no listed price.