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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 Taka?

Taka acts as your intelligent financial advisor, transforming complex insights into an engaging and user-friendly interface filled with appealing visuals. You can ask any questions, and Taka will take care of everything, conducting thorough research to uncover all relevant information while providing timely insights. Its conversational AI interacts with you in real-time, adjusting smoothly to your inquiries and feedback, which facilitates easy collaboration for refining strategies. Taka simplifies intricate data into clear, interactive visuals, employing just-in-time software to make immediate adjustments when necessary. As your personal financial assistant, Taka addresses a wide range of financial queries, offering detailed analyses and presenting insights on a constantly updating platform, which empowers you to make informed, data-driven choices. It combines your financial data with in-depth research from trustworthy sources, utilizing a methodical approach that allows for the exploration of numerous financial scenarios, presenting results through detailed graphs and precise numerical reports. By ensuring that you grasp not only the insights but also a comprehensive view of your financial situation, Taka effectively supports your decision-making process and enhances your overall financial literacy. This unique capability positions Taka as an indispensable tool for navigating the complexities of personal finance in today's ever-changing economic landscape.

Media

Media

Integrations Supported

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

HOC Inc.

Date Founded

1999

Company Location

United States

Company Website

hoc.com/epic/

Company Facts

Organization Name

Taka

Date Founded

2023

Company Location

United States

Company Website

takafinance.com

Categories and Features

Financial Reporting

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

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Categories and Features

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