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(FP&A)

Epicor Financial Planning & Analysis

Streamline financial processes, gain insights, and adapt to change with cloud-based FP&A software for precise reporting, forecasting, and planning.

OVERVIEW

Financial Planning & Analysis (FP&A)
Epicor FP&A is a cloud-based solution that empowers finance teams to create precise financial statements, reports, budgets, plans, and forecasts. With intuitive interfaces in the cloud and Excel, FP&A streamlines processes, shortens cycle times, and boosts productivity. Utilizing machine learning and scenario modeling, FP&A provides CFOs with current insights, predicts future performance, and supports data-based decisions to respond to changing business needs.

BENEFITS

Insight. Speed. Confidence.
FP&A provides current insights, cuts budget cycle times by over half, and enhances productivity to improve your bottom line while maintaining compliance and data security.

Current Insights

Get critical data fast for well-informed
decisions

Shorter Cycles

Cut budget cycles by 50%+ for more
actionable insights

Enhanced Productivity

Simplify reporting to boost efficiency and
cost savings

Intuitive Interfaces

Work effortlessly in the cloud or Excel,
you decide

Scenario Modeling

Test scenarios and forecast outcomes to
reduce risk

Strong Security

Safeguard financial data with encryption and compliance

FEATURES

Intelligent Insights, Impactful Results

FP&A delivers comprehensive features to streamline processes, enable data-driven decisions, and support agile planning in a secure, compliant environment.

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KPI and Metrics Monitoring

Monitor critical business indicators in one place. Track financials, sales, expenses, profits, cash flow, and working capital with easy-to-understand dashboards.

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Financial and Operational Reporting

Generate accurate, compliant reports quickly. Simplify internal and external reporting, such as IFRS and local GAAPs, within a single, user-friendly platform.

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Flexible Interfaces

Work seamlessly in the cloud or Excel. Create reports on the web interface and download them to Excel without formatting issues for maximum flexibility.

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Budgeting and Planning

Create driver-based plans to support precise decision-making. Use rolling forecasts and machine learning to assess target growth and maintain EBIT margins.

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Scenario Modeling

Model complex financial and operational scenarios with ease. Test assumptions and mitigate risks using built-in scenario management and predictive planning.

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Cash Flow Forecasting

Gain a clear view of your current and future cash position. Integrate working capital and cash flow planning for short, medium, and long-term horizons..

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USE CASES

Empowering Financial Excellence Across Organizations

FP&A enables organizations in various sectors to streamline financial processes, gain insights, and adapt to change in a dynamic business environment.

Strategic Planning

Align financial plans with business goals for long-term growth and success

Budgeting and Forecasting

Create accurate, data-driven budgets and forecasts to guide decision-making

Performance Management

Monitor KPIs, analyze variances, and take corrective actions to improve results

Financial Consolidation

Streamline consolidation across entities for comprehensive financial reporting

INDUSTRIES

Driving innovation and growth across sectors.

Technology solutions that simply work. We understand your industry’s challenges and deliver results that make sense for your business.

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Why Financial Planning & Analysis (FP&A)
Simplify Financial Complexity. Drive Business Growth.
Epicor FP&A is a cloud-based solution that combines industry expertise and customer insights to streamline financial processes, enable data-driven decisions, and support agile planning. With flexible interfaces and robust security, FP&A simplifies the complexities of financial management while ensuring compliance, empowering you to drive business growth in dynamic markets.

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Why Panamax For Financial Planning & Analysis (FP&A)

Maximizing FP&A’s Impact through Proven Expertise

As a special Epicor partner, Panamax Infotech brings deep expertise in implementing FP&A to drive financial excellence. Our certified consultants collaborate with you to understand your unique requirements, design tailored solutions, and ensure a smooth implementation that maximizes your FP&A investment. With end-to-end services and industry best practices, Panamax helps you leverage FP&A’s full potential to achieve tangible results.

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Smart people solving hard problems

for businesses that matter.

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