An enterprise performance management software offering advanced financial consolidation features.

Product Overview

Infor EPM is an enterprise performance management software offering advanced financial consolidation features. It handles budgeting, forecasting, and planning, simplifying these processes while integrating them tightly with ERP applications. Infor EPM helps manage capital projects and expenditures and offers detailed sales planning and forecasting tools. The software leverages AI for predictive analysis and trends.

Pros

  • Advanced financial consolidation features
  • Easily integrates with Infor EPR systems
  • Supports multi-currency and multiple conversion rates

Cons

  • Steep learning curve
  • Integration complexities with non-Infor systems
  • Potential for higher costs due to advanced features

Target Market

Best for medium to large enterprises in manufacturing, healthcare, and retail. Well-suited for organizations with complex financial structures, multiple entities, or those operating in various global locations.

About Infor EPM

Infor EPM provides a unified solution for budgeting, forecasting, and planning, simplifying these processes while integrating them tightly with ERP applications. It allows for efficient management of capital projects and expenditures and offers detailed sales planning and forecasting tools.

The software leverages AI for predictive analysis and trends, aiding in more informed decision-making. Additionally, its financial consolidation tools streamline the reporting process, making it faster and more accurate for organizations with complex financial needs.

Infor EPM Key Features

Budgeting and Planning:

  • Simplifies the budgeting process by unifying planning for profit and loss, balance sheets, and cash flows.
  • Includes a user-friendly modeling tool for creating detailed financial plans and budgets.
  • Features for what-if scenario planning are available, allowing unlimited versions to explore different financial outcomes.
  • Workflow management is integrated, enhancing the efficiency of budgeting processes.
  • Supports multi-currency operations and multiple conversion rates, making it suitable for global businesses.

Sales Planning and Forecasting:

  • Integrates sales forecasting and planning tools, aiding in the creation of accurate sales forecasts linked to budgets and plans.
  • Offers access to detailed sales data and aggregated values for budgeting purposes.
  • Users can set flexible rules for discounts and driver-based calculations in sales plans.
  • The tool allows exploration of what-if scenarios and various versions for sales planning.
  • AI-based predictions and trend analysis are incorporated to enhance sales forecasting accuracy.

Financial Consolidation:

  • Consolidates multiple sets of books quickly and accurately from different legal entities.
  • Streamlines tasks associated with consolidation, allowing more time for financial reporting and analysis.
  • Handles data from operating units worldwide, supporting the collection, consolidation, and reporting of accurate data.

Capital Expense Planning and Project Forecasts:

  • Provides tools for managing capital expenditure cycles, including project and investment management.
  • Aids in funding management and distribution, and in analyzing impacts on cash flow.
  • Supports management of a range of projects, from small investments to complex programs.
  • Integrates with budgeting and ERP systems, enhancing overall financial planning capabilities.

Additional Features:

  • Supports account reconciliation, helping to manage and improve global account reconciliation processes.
  • Drives integrated plans across the organization, aligning business strategy with financial goals and facilitating agile forecasting.
  • Increases profitability by providing insights into cost and profit dimensions.
  • Aligns tax reporting with corporate reporting, supporting effective tax and compliance reporting.
  • Acts as a platform for enterprise-wide data management, ensuring data integrity across various systems.
Price Range Learn More
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Product Overview

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User Reviews of Infor EPM

★★★★★
★★★★★
Submitted on February 4th, 2020 by Boonkiet Chokwatana

Infor d/EPM and Infor BI provide sophisticated and complex information to us in a simplified form so we can understand our customers better.

★★★★★
★★★★★
Submitted on February 4th, 2020 by Hoton Elicano

We now have a consolidated view of our entire operations, which not only can help us to meet regulatory needs but affords us the flexibility and agility to respond to market opportunities quickly to maximize our profitability.

★★★★★
★★★★★
Submitted on February 4th, 2020 by Zsolt Pinter

With Infor d/EPM we have been able to define strict reporting standards, yet have also entirely customized Kempinski’s reporting environment. This improves the user experience and drives efficiency.