Epicor Cross-Platform

Epicor Data Analytics

(EDA) Financial
Statements
New SaaS Solution for Preparing Dynamic Financial Reports

Enhance your financial decision-making with Epicor® Data Analytics

(EDA) Financial Statements. A cloud-based solution that transforms At a Glance
the way finance teams report, analyze, and share financial
information so the whole business better understands
performance.
Developer: Phocas
ISV alliance partner of Epicor
EDA Financial Statements
Unshackle finance teams from the grind of static reporting, liberate the Time savings for finance: fast and
numbers that make your business tick and help your business thrive with easy monthly reporting,
proactive attention on revenue, expenses and financial KPIs. consolidations, comparisons,
customized financial statements
Epicor Data Analytics (EDA) Financial Statements brings finance leaders and
executive decision makers into the modern world of democratized, cloud-
based financial reporting, analysis and visualization. Report, analyze and track company
numbers for legal and non-legal
This is a new add-on to EDA that delivers efficiencies and improved reporting to entities (branches, areas,
the finance team and the business more broadly. departments, product lines)

Data from the ERP is fed directly into EDA Financial Statements, leaving the
ERP data intact to help ensure ledger data integrity. In the product, Finance
can access a data interface designed for faster reporting, consolidation, Easily customize and add calculations
customization, drill down and seamless export to Microsoft® Excel® for any such as EBIT, margins and ratios
extended modelling.

The finance leader can configure the statements to specific areas so that users
Dynamic rather than static reporting
only see what they need in order to manage their area’s expenses and financial
- immediate drill through to
KPIs proactively and effectively answer their own questions.
transactions for quick data queries
Excel is still in the mix, EDA Financial Statements allows users to seamlessly without touching the ledger
export any data to Excel, keeping all hierarchies and formulas intact.

1 EPICOR DATA ANALYTICS (EDA) FINANCIAL STATEMENTS

 Epicor Cross-Platform

Traditional financial reporting:

Static
Siloed
Delayed
Lack of visibility
Disempowered
Standardized

Modern digitized financial reporting:

Immediate
User friendly
Shared
Empowered
Customized
Transparent
Secure

2 EPICOR DATA ANALYTICS (EDA) FINANCIAL STATEMENTS

 Epicor Cross-Platform

Key Features
Subscription with EDA
Configurable to suit your Finance team and business
Cloud-based and secure remote access
Compatible with all devices (desktop, tablet, mobile)
Flexible administrative control with filtered and restricted access
Income statement, profit & loss, cash flow, balance sheet and trial balance included out-of-the-box
This product is relevant to manufacturing, distribution, retail and other business types
Permissions give peace of mind and control to the finance team
Data can be graphed and charted and presented on dashboards to give a snapshot view of financial performance
Integrate multiple data sources – bring it all together and reveal what’s really going on and make better, faster decisions

We’re here for the hard-working businesses that keep the world turning. They’re the companies who make, deliver, and
sell the things we all need. They trust Epicor to help them do business better. Their industries are our industries, and we
understand them better than anyone. By working hand-in-hand with our customers, we get to know their business almost
as well as they do. Our innovative solution sets are carefully curated to fit their needs, and built to respond flexibly to their
fast-changing reality. We accelerate every customer’s ambitions, whether to grow and transform, or simply become more
productive and effective. That’s what makes us the essential partners for the world’s most essential businesses.

Contact Us Today: info@epicor.com www.epicor.com

The contents of this document are for informational purposes only and are subject to change without notice. Epicor Software Corporation makes no guarantee, representations, or warranties with
regard to the enclosed information and specifically disclaims, to the full extent of the law, any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory
quality, or reasonable skill and care. This document and its contents, including the viewpoints, testimonials, dates, and functional content expressed herein are believed to be accurate as of its date of
publication, May, 2021. Use of Epicor products and services are subject to a master customer or similar agreement. Usage of the solution(s) described in this document with other Epicor software or
third-party products may require the purchase of licenses for such other products. Epicor, the Epicor logo, and Epicor Data Analytics are trademarks or registered trademarks of Epicor Software
Corporation in the United States, and in certain other countries and/or the EU. Excel is trademark of Microsoft Corporation. Copyright © 2021 Epicor Software Corporation. All rights reserved.

3 EPICOR DATA ANALYTICS (EDA) FINANCIAL STATEMENTS