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Epicor FP&A vs The EDA Suite

Epicor FP&A gives finance teams a solid foundation for compliance and statutory reporting. For businesses that want to plan further ahead, the EDA Suite powered by Phocas extends FP&A to forward-looking planning, agile forecasting and detailed modeling.
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Compliance to forward-looking planning

If you’re asking yourself, “Why would I choose The EDA Suite powered by Phocas over Epicor FP&A?” – here's the difference. 

Epicor FP&A

Epicor FP&A
  • Purpose
    Statutory reporting, consolidation, IFRS/GAAP compliance
  • Data integrations
    Direct Epicor ERP integration; limited support for non-Epicor sources
  • Users
    Finance teams, built by accountants for accountants
  • Ease of use
    Finance-led, requires BAQs, Excel and manual workflows
  • Drill down
    Flat, one path drill downs (invoice-level only)
  • Budgeting & forecasting
    Rigid structures, complex setup, accountant-centric
  • Excel dependency
    Heavy reliance on Excel for reporting, formulas & modeling
  • Pre-built solutions
    Supports select Epicor ERPs

Phocas

Phocas
  • Purpose
    Financial planning tools built on a BI foundation; rolling forecasts, what-if modeling, exploratory analysis
  • Data integrations
    Integrates directly with Epicor ERPs as well as 200+ other systems; ERPs, CRM, Excel, HRIS, finance
  • Users
    Finance, operations, sales, executives – easy for everyone to use
  • Ease of use
    Self-serve, point & click, no coding or IT dependency
  • Drill down
    Dynamic, multi-level drill downs with pivot & side-by-side comparisons
  • Budgeting & forecasting
    Flexible & collaborative with live ERP data that keep budgets current & forecasts rolling
  • Excel dependency
    Familiar exports but not dependent; spreadsheets become a launchpad, not a limitation
  • Pre-built solutions
    Delivers full solutions for all major Epicor ERPs; P21, Eclipse, Prelude, Kinetic, E10, CMS, Mattec, BisTrack, Lumbertrack, Eagle
Talk to a Phocas + Epicor expert
The EDA Suite powered by phocas

BI, Financial Planning & Rebates in one platform

The EDA Suite powered by Phocas goes beyond BI Analytics to deliver a fully integrated platform that includes FP&A tools to help businesses connect, understand and plan better together. 

EDA: Epicor Data Analytics

EDA: Epicor
Data Analytics

(Phocas Analytics)
EDA Financial Statements

EDA Financial
Statements
EDA Budgets & Forecasts

EDA Budgets &
Forecasts
EDA Rebates

EDA Rebates

Faster reporting, flexible planning

Amanda Ware, Director of Accounting and HR at Stokes Electric, shares their experience of adding FP&A tools from the EDA Suite powered by Phocas to their Epicor P21 ERP. By moving away from unwieldy ERP statements and error-prone spreadsheets, her team now gets automated, drillable financials with transaction-level detail. The result: reports built in minutes instead of hours, sharper visibility into sales and inventory and better planning around profitability and growth.

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Faster reporting, flexible planning

Dynamic financial reporting

EDA Financial Statements turns your Epicor ERP data into live, customizable reports that give finance teams and department leaders the insight they need. Instead of static outputs, you get flexible FP&A reporting that supports analysis, management reporting and planning – all in one place.

  • Fast: Create, customize, automate profit & loss, balance sheet and cashflow statements for cross-functional teams in minutes.
  • Compare: Quickly split reports like profit & loss to compare divisions, subsidiaries, regions, cost centers.
  • Data visualization: Drill down to transaction-level detail and pivot data through multiple layers; branch, division, sales rep, customer, product.
  • Management reporting: Customized exec dashboards enable department heads to access up-to-date metrics specific to their division.
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Flexible planning

Most mid-market planning still happens in spreadsheets, which are rigid and slow to adapt when conditions change. EDA Budgets & Forecasts is a modern, automated tool that makes it easy to keep plans current and adjust quickly as the financial year plays out.

 

  • Flexible: an easy-to-use interface allows you to build detailed, accurate budgets; no manual errors or version control issues.
  • Automated: Live Epicor ERP data feeds budgets and forecasts, so actuals are always up to date.
  • Collaborative: Assign tasks, collect input and submit budget approvals with ease.
  • Connected: Link plans across the business; financial budgets, sales forecasts, headcount and demand planning.
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Flexible planning

Seamless implementation

Because Phocas is a chosen Epicor BI and FP&A partner, the implementation process is smooth, supported, and tailored to your Epicor ERP. Epicor + Phocas manage the setup, getting you up and running quickly and ensuring your solution is ready for real-world use.
  • Reliable data: You data is centralized, cleaned and configured, delivering accurate numbers to base forward-looking plans on.
  • Training & resources: Phocas provides admin + user training, workshops, and self-paced learning tools.
  • Dedicated support: Once you're live, you'll have a locally-based Phocas Customer Support Manager and responsive human support (no bots or ticket queues).
  • Built for complex data setups: Ideal for businesses juggling fragmented or multi-system environments.
Talk to a Phocas + Epicor expert
Seamless implementation
Customer quote

Customer quote

"As a global manufacturing business, EDA makes life a lot easier for us. We didn’t have to provide internal resources to build out our own BI solution, and we don’t have to worry about the ingress into the system and to have to get that data. EDA has done it for us."

— Greg Heeley, Chief Technology Officer at Sistema Plastics.

Epicor + Phocas customer

Integration

Unlike third-party tools that require complex mapping, The EDA Suite powered by Phocas is designed to pull directly from your Epicor ERP, and beyond. EDA integrates with multiple data sources like CRM, finance, operations and HRIS systems.

  • Centralized data warehouse with built-in governance.
  • Auto-cleans, validates and refreshes incoming data.
  • Supports complex hierarchies and large data volumes - no lag.
  • Delivers consistent, real-time insights from a single source of truth.
  • Consolidates data views across branches, sales regions or product lines.
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Phocas Integrations
Customer quote

Customer quote

"Compared to all the other tools that I have used, Phocas is a people-centered solution and by far the easiest. The learning curve is much less steep.”
— Michelle Nelson, Business Analyst at ECCO.

Epicor + Phocas customer

A secure end-to-end solution

As your data volumes and user base increase, security and governance become paramount. Rest assured, your data is safe with The EDA Suite powered by Phocas.

AICPA-SOC

AICPA accredited

SOC-2-T2
SOC 2 Type 2
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AWS partner network
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GDPR compliant

Choosing the right software

The "best" software choice is the one your team will actually use. Here are top tips from our buyer's guide:

  • Does the software connect directly to your ERP? 
  • Is it easy for non-finance people to use? 
  • Can it handle your specific needs; multi-company budgets, headcount planning? 
  • Does the vendor understand your industry; manufacturing, distribution, retail? 
Download the buyer's guide
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The information contained in this page is based on independent research. It is accurate at the time of publishing [October 2025] and is subject to change.

Understand the past, operate better today, and plan well for the future

Whether you want to get your data organized for your team or you’re looking to combine business intelligence capabilities with financial reporting, planning and forecasting… We can help.
Get a demo Understand the past, operate better today, and plan well for the future