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What is Epicor FP&A?

Contemporary enterprises face a variety of challenges such as escalating inflation, high employee turnover rates, and diminishing productivity. Epicor FP&A presents a transformative cloud-based platform designed to enhance your operational strategy by streamlining financial reporting, optimizing workflows, and empowering your business to succeed amidst constant change. With a CFO leading the charge and bolstered by cutting-edge machine learning technology, your organization will be equipped to: Quickly produce reports while maintaining compliance with internal and external standards, Accurately predict future revenues, profits, and cash flows, Craft focused, driver-based plans and simulate intricate financial and operational scenarios, Pinpoint the most lucrative products, customers, and business divisions, Effortlessly consolidate reports from multiple entities for meaningful performance assessments. This groundbreaking approach not only boosts operational efficiency but also provides businesses with the ability to make data-driven decisions as situations evolve. By embracing these advanced tools, companies can position themselves for long-term success in a volatile marketplace.

What is Acterys?

Acterys is a comprehensive platform that seamlessly connects with Microsoft Azure, Power BI, Excel, and Financial Planning & Analytics. It enables the automation of data integration from various sources through connectors compatible with numerous ERP, accounting, and SaaS solutions. All Corporate Performance Management (CPM) processes can be efficiently managed on a single platform that utilizes industry-leading SQL Server technologies, whether hosted in the cloud or on-premises. The platform offers customizable, profit-optimizing application templates designed for planning, forecasting, and consolidation. Additionally, business users have the ability to merge their FP&A and CPM processes with everyday productivity tools, facilitating the implementation of effective financial planning and analysis practices. This integration not only enhances operational efficiency but also supports strategic decision-making across the organization.

Media

Media

Integrations Supported

Epicor CRM
Epicor Kinetic
Epicor iScala
The Newspaper Manager
TrueCommerce

Integrations Supported

DEAR Inventory
Dynamics 365 Remote Assist
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
MYOB
MYOB Acumatica
Microsoft Power Query
NetSuite
QuickBooks Accountants
QuickBooks Online
SAP Agile Data Preparation
SAP Business One
Xero

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$55.00/month/user
Main product is based on user per month pricing. Some elements per entity.
Free Trial Offered?

Supported Platforms

SaaS
On-Prem

Supported Platforms

SaaS
Android
Windows
Mac
On-Prem

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Epicor

Date Founded

1972

Company Location

United States

Company Website

www.epicor.com

Company Facts

Organization Name

FP&A Software

Date Founded

2018

Company Location

Australia

Company Website

www.acterys.com

Categories and Features

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Performance Management

Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Data Discovery

Contextual Search
Data Classification
Data Matching
Self Service Data Preparation
Sensitive Data Identification
Visual Analytics

Data Warehouse

Ad hoc Query
Analytics
Data Integration
Data Migration
Data Quality Control
ETL - Extract / Transfer / Load
In-Memory Processing

Master Data Management

Data Governance
Hierarchy Management
Metadata Management
Relationship Mapping

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