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2021 EFP Product Packages

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2021 EFP Product Packages

Epicor Financial Planner | EFP Product Packages

SaaS Financial Reports by EFP

SaaS EFP BASIC

SaaS EFP STANDARD

SaaS EFP THE WORKS

On-Prem EFP MID

On-Prem EFP MAX

2022 Plan

FEATURES AND LIMITATIONS BY PLAN Financials - Reports, Budgets & Forecasts feat. Machine Learning Financials Budgeting

NO NO

YES YES

YES

NEW: Machine Learning available in Budgeting & Forecasting

NEW: Machine Learning usage days per year included in plan

Unlimited

Web Financials Reporting w/ Report Wizard

Advanced

Advanced Standard Standard Standard

Advanced Advanced Standard Standard

Advanced

Basic

Native Excel Financials Reporting

Avanced

Advanced

Personalized multi-page Financial Dashboards

Standard Standard

In-line analytics in web reports Download Web reports into Excel Subscribe users to scheduled reports

- - -

YES YES YES YES YES YES

YES YES YES YES YES YES YES

Cash Flow automation

YES

Drill Down to Financial transactions

- -

NEW: Direct Drill Down beyond GL including Periodic Postings *1

General Ledger Connection

YES YES

Book Publisher for distributing Excel/ PDF reports

- -

Text Comments (Budgets and Reports)

Basic

Advanced

Server based Business Rules Automation

YES

Budget Workflow

Advanced Standard

Basic

NEW: Personalized multi-page Dashboards with Filters

Standard

Multi-level approval

YES

2 levels

Security and organization setup

Advanced

Standard

Multi-role stakeholders w/ delegation

YES

Scenario management

Advanced Standard

Standard

User Management

Basic

Financials - Enterprise features Multi-Company Consolidation Eliminations

YES YES

Multi-Currency

Reporting Currencies

Unlimited

Multiple Hierarchies for Accounts and other dimensions

YES

Included Legal Entities that can be set up in System

Unlimited

Advanced Excel Input Sheets & Reports Advanced Financials Pack (see below) Advanced Consolidation Pack (see below)

- - - - - - - -

YES

YES YES YES YES

YES

YES YES

Add-on Add-on

Add-on

Audit Trail

YES

Beyond Financials - Epicor & non-Epicor >Page 1 Page 2

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