Built for Epicor Kinetic
Your Epicor numbers, ready the moment finance opens a browser.
OPEX FP&A turns Epicor Kinetic balances into instant trial balances, statements and consolidations — with an Excel add-in, journal-level drill-down, and an ERP integration your IT team will actually approve.
Everything finance needs, nothing it doesn't
Statements, live from Epicor
Trial balance, profit & loss, balance sheet, changes in equity and cash flow — computed from a D1-staged copy of your Epicor balances, so reports load in milliseconds instead of BAQ timeouts.
Excel add-in
Pull any report straight into Excel through the task pane add-in. Finance keeps its spreadsheets; the numbers stop drifting from the ERP.
Consolidation & IC mapping
Intercompany mapping and multi-book consolidation rules live in the app, not in fragile lookup tabs. Balance checks run on every statement.
Modular ERP integration
Connections are provider-swappable (Epicor today, SAP-ready adapter), credentials are AES-256-GCM encrypted, and endpoints are derived from a single base URL.
Guided onboarding
A first-run wizard tests your Epicor connection, saves it encrypted, and runs the initial sync of companies, books, segments, GL accounts, categories and fiscal calendar.
Runs on Cloudflare
No servers to patch: the portal and this site are Cloudflare Workers, data lives in your own D1 databases, and every deploy goes through typecheck, lint and build gates.
Live in an afternoon
Connect Epicor
Paste your OData BaqSvc root, pick an auth method, and the wizard verifies it against a live BAQ before saving anything.
Initial sync
Companies, books, account segments, GL accounts, report categories and the fiscal calendar are pulled and staged automatically.
Report
Open any statement, drill into journal details, export to Excel — and sync fresh data whenever you need it.
Stop reconciling spreadsheets against the ERP.
Start with a guided Epicor connection and see your own trial balance in minutes.
Get started