Epicor FP&A

Epicor Financial Planning and Analysis (FP&A) (formerly Performance Canvas Financials by DSPanel, acquired by Epicor in April 2023) is a cloud-based financial planning and analysis software. The cloud reporting, budgeting, forecasting, consolidation and KPI management software is designed to be installed and set up in 5 minutes. It is suitable for small to large organizations and has 3 price packages depending on business needs and budget.

According to the vendor key business benefits include:

• Enforce chart of accounts and enable accurate forecasts
• Automate P&L, Balance sheet, cash flow reporting
• Perform what if analysis to see the impact of business decisions
• Compare budgets vs actuals and analyze variances
• Drill through underlying transaction details, trend analysis, filters, multidimensional hierarchies
• Improve team collaboration and communication
• Gain full transparency and accountability of the entire process
• Boost security by restricting access to sensitive information
• Create and track driver-based plans while considering periodic trends
• Reduce time spent on budgeting and reporting and lead time business to board