Epicor

Utilize the Epicor ERP combined with Spreadsheet Server to create live, drillable financial reports directly in Microsoft Excel. Access near real-time data for income statements, balance sheets, and cash flow without needing IT support. Whether you want to customize your reports or leverage a library of pre-built templates, you can quickly pull insights from various modules, such as GL and Job Cost. This empowers your team to make informed financial decisions in a familiar environment, enhancing productivity and efficiency across your organization.

Quickly investigate and resolve reconciliation discrepancies using the integrated Epicor ERP and Spreadsheet Server solution. Drill down into your GL account structure to view detailed balances by segment, such as company or cost center. Easily navigate through journal entries and sub-ledger transactions, like accounts receivable and payable, to identify and rectify data integrity issues. This capability saves time and enhances accuracy, allowing your team to focus on strategic tasks rather than troubleshooting.

Take control of your organization's costs with customized accounts payable and accounts receivable aging reports integrated with Epicor ERP and Spreadsheet Server. Gain insights into cash flow and measure project performance with detailed Job Cost reports that break down costs and hours by client, project, or job manager. The ability to mix and match data from various tables, along with external systems, allows for comprehensive reporting. Empower your stakeholders to track financial health and make proactive decisions to improve profitability.