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What is EPIC?

EPIC by HOC is a powerful, configurable platform engineered for the modern Office of the CFO. Designed to support finance teams in Energy, Financial Services, Hedge Funds, Private Equity, Commodity Trading, and Utilities, EPIC transforms financial operations by automating workflows, integrating data across systems, and delivering AI-enabled insights for smarter decision-making. Established in 2001, HOC brings over two decades of deep industry experience in building tailored software solutions for complex enterprise environments. Our flagship product, EPIC (Enterprise Platform for Integrated Compliance), is trusted by global enterprises to centralize data, drive reporting accuracy, and improve operational efficiency. EPIC solves common pain points such as: Fragmented and manual reporting processes Multi-entity data consolidation across siloed systems Compliance tracking and audit readiness Limited insight into trends and cost drivers Key Features: 🔄 Automates GLs, reconciliations & compliance workflows 🌐 Integrates seamlessly with ERP, ETRM, and other enterprise systems 💬 Offers Natural Language Query (NLQ) for intuitive data interrogation 📊 Delivers AI-like analytics to uncover patterns, anomalies & opportunities Why Choose EPIC? - Enterprise-grade scalability with rapid deployment - Flexible, real-time reporting across entities - Streamlined financial data management - Enhanced accuracy, speed, and transparency - Minimal IT involvement required for configuration - Backed by exceptional customer support Whether your organization is looking to eliminate manual work, improve compliance, or gain strategic financial insights, EPIC adapts to your needs—without forcing you to change your existing systems. Contact us or visit our website to schedule a personalized demo.

What is Finrely?

Finrely is a cloud platform tailored for financial reporting, planning, and analysis, specifically aimed at founders, financial experts, fractional CFOs, and accounting firms. It establishes a secure, read-only link with various services like QuickBooks Online, Xero, Zoho Books, Odoo, and Stripe, facilitating the creation of essential financial documents such as profit and loss statements, balance sheets, cash flow reports, dashboards, and board presentations. Users can explore source accounts and analytical dimensions, assess data quality metrics, formulate budgets, and craft forecasts based on various drivers while also benchmarking actual performance against projections and scrutinizing the accuracy of earlier forecasts. The Pro and Advisor subscription tiers unlock advanced functionalities, allowing users to manage multiple entities, run management consolidation (not statutory) with intercompany eliminations, perform multi-currency translation, and develop scenarios. Furthermore, the platform integrates AI capabilities that summarize changes, identify potential risks and opportunities, and address inquiries using the financial data at hand. Reports generated by Finrely can be easily exported in various formats, including PDF, XLSX, and CSV, providing users with flexibility in leveraging their financial insights. Consequently, this seamless integration along with extensive reporting features positions Finrely as an essential resource for financial professionals aiming to enhance their operational efficiency and drive informed decision-making. Ultimately, it serves as a game-changer in the realm of financial analysis, empowering users to navigate complex financial landscapes with confidence and clarity.

Media

Media

Integrations Supported

Alteryx
Azure Databricks
CombineHealth AI
Databricks
Greenspace Health
IBM Cloud SAP
Microsoft Power BI
MyCabinet School Health
NetSuite
PACScribe
RevMaxx AI
ServiceNow
Tableau
Workiva
Wrike

Integrations Supported

Odoo
QuickBooks Online
Stripe
Xero
Zoho Books

API Availability

API Availability

Pricing Information

On Demand. Includes one-time implementation plus user based annual licensing

Pricing Information

$79/month
Free plan available. Core is $49 per month at the current Early Access rate, locked for 12 months, with monthly billing and cancellation at any time; it covers 2 companies, 2 admins, and unlimited viewers. Pro is $149 per month at the Early Access rate and covers 5 companies and 5 admins. Advisor is $429 per month at the Early Access rate and covers up to 15 companies and 15 admins. Custom portfolio pricing is available for more than 15 companies.
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Windows
On-Prem

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

HOC Inc.

Date Founded

1999

Company Location

United States

Company Website

hoc.com/epic/

Company Facts

Organization Name

Finrely

Company Location

United Arab Emirates

Company Website

finrely.com

Categories and Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
General Ledger
Income Statements
Profit / Loss Statement

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Market Risk Management
Operational Risk Management
Risk Analytics Benchmarks

Categories and Features

Financial Reporting

"What If" Scenarios
Balance Sheet
Consolidation / Roll-Up
Forecasting
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

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