Epicor FP&AFormerly Performance Canvas by DSPanel
Overview
What is 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…
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What is 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…
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Product Details
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- Competitors
- Tech Details
What is 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
Epicor FP&A Features
Budgeting, Planning, and Forecasting Features
- Supported: Long-term financial planning
- Supported: Financial budgeting
- Supported: Forecasting
- Supported: Scenario modeling
- Supported: Management reporting
Consolidation and Close Features
- Supported: Financial data consolidation
- Supported: Journal entries and reports
- Supported: Multi-currency management
- Supported: Intercompany Eliminations
- Supported: Minority Ownership
- Supported: Local and consolidated reporting
- Supported: Detailed Audit Trails
Financial Reporting and Compliance Features
- Supported: Financial Statement Reporting
- Supported: Management Reporting
- Supported: Excel-based Reporting
- Supported: Automated board and financial reporting
Analytics and Reporting Features
- Supported: Personalized dashboards
- Supported: Color-coded scorecards
- Supported: KPIs
- Supported: Cost and profitability analysis
- Supported: Key Performance Indicator setting
- Supported: Benchmarking with external data
Integration Features
- Supported: Flat file integration
- Supported: Excel data integration
- Supported: Direct links to 3rd-party data sources
BI Standard Reporting Features
- Supported: Pixel Perfect reports
- Supported: Customizable dashboards
- Supported: Report Formatting Templates
Ad-hoc Reporting Features
- Supported: Drill-down analysis
- Supported: Formatting capabilities
- Supported: Predictive modeling
- Supported: Integration with R or other statistical packages
- Supported: Report sharing and collaboration
Report Output and Scheduling Features
- Supported: Publish to Web
- Supported: Publish to PDF
- Supported: Report Versioning
Data Discovery and Visualization Features
- Supported: Location Analytics / Geographic Visualization
- Supported: Predictive Analytics
- Supported: Support for Machine Learning models
Access Control and Security Features
- Supported: Multi-User Support (named login)
- Supported: Role-Based Security Model
- Supported: Multiple Access Permission Levels (Create, Read, Delete)
- Supported: Report-Level Access Control
- Supported: Table-Level Access Control (BI-layer)
- Supported: Field-Level Access Control (BI-layer)
- Supported: Single Sign-On (SSO)
Mobile Capabilities Features
- Supported: Responsive Design for Web Access
- Supported: Dashboard / Report / Visualization Interactivity on Mobile
Additional Features
- Supported: Advanced Financials - AR, AP automation
- Supported: Profitability Analysis
- Supported: Sales Ledger
- Supported: Additional Legal Entities
Epicor FP&A Screenshots
Epicor FP&A Integrations
Epicor FP&A Competitors
Epicor FP&A Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android, Windows Phone, Blackberry, Mobile Web |
| Supported Countries | Europe, The Americas, South and Latin America, Asia and the Pacific, Arab states, Africa, CIS |
| Supported Languages | English (Translatable in all languages) |
Epicor FP&A Customer Size Distribution
| Consumers | 0% |
|---|---|
| Small Businesses (1-50 employees) | 10% |
| Mid-Size Companies (51-500 employees) | 70% |
| Enterprises (more than 500 employees) | 20% |
