CFOs today are expected to do more than just “keep the lights on.” Gone are the days when finance was simply about maintaining compliance, balancing books, and delivering quarterly reports. Modern CFOs are now key strategists in navigating inflation, market volatility, labor shortages, supply chain disruptions, cybersecurity threats, and digital transformation. The challenge? Balancing stability with strategic foresight.
Yet many CFOs remain bogged down by legacy systems, fragmented data sources, manual processes, and reactive planning cycles. This leaves little time or bandwidth for driving innovation, building agility, and forecasting with confidence. To stay competitive, CFOs must evolve from guardians of financial stability into architects of long-term business strategy. And that transition begins with the right people and the right tools.
Contrary to common belief, Epicor Financials is not a single product. It is an integrated suite of finance-oriented solutions created to empower CFOs with greater clarity, resilience, and actionable insight. Rather than relying on disjointed tools or complex legacy software, Epicor delivers a seamless, scalable platform purpose-built for the specialized requirements of midmarket and industry-focused organizations. Organizations may purchase Epicor Financials as a standalone suite offering or in conjunction with their Epicor ERP purchase.
Central to Epicor Financials are three core offerings depending on whether it is a standalone or together with ERP sale: Epicor Financials Core, which covers essential accounting functions, and Epicor Financial Planning and Analysis (FP&A), which handles advanced reporting, budgeting, planning, and financial consolidation, and Grow, which handles the KPI and metrics tracking as well as the visualizations. With these foundational solutions in place, organizations can add modular capabilities across key finance workflows—such as procure to pay, record to report, and order to cash—tailored to their growth and operational needs.
For perspective, here’s how select components of the Epicor Financials suite help CFOs drive success in today’s complex business landscape:
Pain Point: Many finance teams are stuck managing day-to-day operations using outdated ERP systems, lacking real-time visibility and efficiency.
Solution: Epicor Financials Core delivers robust accounting and finance capabilities—from General ledger and Accounts Payable/Receivable to Cash Management and Compliance. It's industry-tailored and cloud-ready, helping CFOs automate transactions, reduce closing times, and ensure financial accuracy at scale.
Your journey in transforming your finance team starts with Epicor Financials Core. As your confidence in the system grows, you can then layer other financial solutions on top of it such as tax management, project management, fixed asset management, global business management, and more.
Pain Point: Strategic planning and budgeting cycles as well as the time needed to prepare or modify financial statements take too long, is disconnected from operations, and lack agility.
Solution: Epicor FP&A enables a straightforward reporting, agile budgeting, forecasting, and easy-to-follow financial modeling. It allows CFOs to easily create financial statements and reports, create dynamic scenarios, align forecasts with business drivers, and shift quickly in response to market conditions—making finance a forward-looking partner, not just a historical record-keeper.
Pain Point: Supply chain unpredictability and demand volatility lead to excess inventory or stockouts, tying up cash flow.
Solution: Epicor IP&O uses intelligent demand forecasting and inventory optimization to balance working capital and service levels. CFOs gain clearer control over cash and inventory costs while ensuring operational continuity.
Pain Point: Financial and operational data are siloed, making it hard to generate timely, actionable insights.
Solution: Grow centralizes and visualizes key performance data across departments. With real-time dashboards and easily customizable KPIs, CFOs can monitor performance trends, spot anomalies, and make faster, data-driven decisions.
Pain Point: Manual data entry and disconnected workflows create bottlenecks and increase the risk of errors.
Solution: Automation Studio empowers finance teams to automate repetitive tasks, integrate with third-party applications, and streamline data flows—all with low-code/no-code simplicity. This frees up finance resources to focus on strategic initiatives.
Pain Point: Inability to track in-process P.Os and invoices, inefficient collaboration and document handling, lack 0f automation in document capture and routing, and dependency on manual labor.
Solution: Epicor ECM AP Automation streamlines operations with touchless workflows that automate document submission and routing across departments like AP, AR, HR, and Sales, while AI-powered capture reduces manual input by extracting and classifying content. It supports both Epicor and non-Epicor ERPs for flexibility and ensures compliance through centralized document management that enhances traceability and audit readiness.
There are many more financial solutions within the financials portfolio such as tax management solutions, project management solutions, and more. Visit this page to get a full list. and keep an eye out for the invite to our annual Virtual Finance Series in November 2025.
Unlike generic finance tools or rigid legacy platforms, Epicor Financials is purpose-built for companies that manufacture, distribute, or build things. Here’s why that matters:
Epicor Financials enables CFOs to shift from reactive number crunching to proactive business leadership. It empowers finance teams to:
In a world where disruption is the norm, CFOs who embrace intelligent financial systems aren’t just surviving—they’re setting the pace. If your goal is to move your finance function from stability to strategy, Epicor Financials is your launchpad.
Ready to take the next step?
Let’s explore how Epicor Financials can transform your finance department into a strategic powerhouse. Reach out today for a tailored consultation.
Editor’s Note: This is the first of our Virtual Finance Series. Read our next article From Risk to Resilience: How CFOs Can Lead the Charge in Uncertain Times with Epicor Financial Solutions
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