Discover Cloud Epicor Financial Planning and Analysis

Migrate to Epicor Financial Planning and Analysis _ Data V Tech

Get the Insight Advantage with Data-Driven Solutions

Epicor and its partners worldwide like Data V Tech strive to exceed expectations every day by streamlining the many processes businesses need to drive results. We are committed to providing practical, industry-leading solutions that improve efficiency while showing you—simply and clearly—how to manage your business effectively. One of our flagship solutions, Epicor Financial Planning and Analysis (FP&A) in the cloud, is designed to elevate your financial management capabilities to new heights.

Why Choose the Cloud-Based Epicor FP&A?

Epicor FP&A is our recommended solution for reporting and budgeting, forming a critical part of our long-term BI and reporting strategy. This cloud-focused, unified platform is built to give you a competitive edge in your market. Here’s how:

Product Highlights

  • Cloud-Designed: Epicor FP&A is conceptualized and designed to be in the cloud, ensuring accessibility and scalability.
  • Streamlined Financial Processes: Automation is at the heart of its architecture, making financial management more efficient.
  • Seamless Integration: Integrates smoothly with P21, Kinetic, Enterprise, Epicor ERP, Epicor iScala, and select non-Epicor systems.
  • User-Friendly and Flexible: Specifically designed for finance users, ensuring ease of use and adaptability.
  • Unified FP&A Solution: A comprehensive platform for reporting, budgeting & planning, and consolidation, all in one place.

Service Excellence

  • Quick Implementation: Rapid deployment to get you up and running swiftly.
  • Dedicated Support: A single point of contact ensures a smooth transition and ongoing support.
  • Best Practice Methodology: Handholding during initial phases to ensure quick adoption and understanding.
  • Global Support: Attentive support backed by Epicor Professional Services.

Business Practices

  • Flexible Pricing: SaaS pricing with volume discounts and various packages to fit your needs.
  • Special Packages: Tailored packages for customers migrating from AFR or XL Connect.
  • Customer-Centric: Satisfaction is paramount, with scalable and upgradable solutions due to its modular nature.

Customer Experience

  • Fully Owned by Epicor: A solution completely integrated within the Epicor ecosystem.
  • Cross-functional improvements: Benefits extend beyond finance, driving overall business efficiency.
  • Ease of Use: Designed for finance users to manage without heavy IT involvement.
  • Secure and Accessible: Role-based security with browser and Excel experiences for all users.

The Migration to Epicor FP&A in the Cloud

Customers currently using Epicor Advanced Financial Reporting (AFR) and Epicor XL Connect can use a new migration promotion to transition to Epicor FP&A. This special package includes:

  • Comprehensive Reporting: Financial statements, ad hoc reports, AR, and AP data access.
  • Template-Based Reporting: Easy-to-duplicate report and budget templates.
  • Web Report Wizard: Create new reports quickly with intuitive tools.
  • Advanced Budgeting and Planning: Features like budget approval workflow, ML-powered forecasts, what-if analysis, and more.
  • Consolidation Capabilities: Robust tools for managing multiple entities.
  • User-Friendly Interfaces: Both web and Excel user interfaces.

Partner with Data V Tech for Seamless Implementation

As you consider migrating to Epicor FP&A, partnering with an experienced implementation firm is crucial for a smooth transition. Data V Tech has a proven track record of successfully implementing Epicor solutions across various industries. With many years of expertise, we ensure that our clients adopt new technologies seamlessly and optimize their processes for maximum efficiency.

Limited-Time Offer

Act now to take advantage of our special offer! Customers with Epicor AFR or Epicor XL Connect who migrate to Epicor FP&A SaaS by June 30, 2024, will receive the first 12 months of SaaS free, with a contract of at least three years.

Sign Up Today

Don’t miss this opportunity to enhance your financial planning and analysis capabilities. Contact us today to book a free demo session and discover the advantages of Epicor FP&A.


The contract must be signed for at least three years.


For personalized assistance and expert guidance, reach out to Data V Tech. We are here to help you every step of the way in your migration journey to Epicor FP&A.

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