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Define budget processes and workflow by utilizing easy-to-use templates that allow you to prepare, update and evaluate budgets and forecasts at the account and detail level

Epicor Financial Planner (EFP) provides organizations or all sizes with the benefits of a structured planning process with flexible budget development, easy revision capabilities, and a structured workflow. Based in a 100% MS Excel front end familiar to everyone EFP does away with large complex spreadsheets that lack accuracy and the task of collating files by linking to a robust SQL Server environment. EFP allows for organizations to define their budget process and the approval workflow and by utilizing the easy-to-use templates truly simplify the entire task of preparing, updating, and evaluating of budgets and forecasts at both the account and detail level.

Other Applications

The following applications are designed to work hand-in-hand with Budgeting & Forecasting:

"Budgeting & Forecasting" is part of the Epicor Financial Management line of products, developed by Epicor Software.

Related Products

The following software product lines are also offered by Epicor Software: