Finance teams running Epicor Kinetic know the drill: the ERP has the numbers, but getting them into a trial balance or a management P&L means exporting BAQ results, fixing sign conventions by hand, and rebuilding the same spreadsheet pack every month.
OPEX FP&A is our answer to that. It's a reporting portal that stages your Epicor balances in a fast, single-tenant database and computes statements from them on the fly — so the trial balance loads in milliseconds, drill-down goes to journal lines, and the Excel add-in keeps the spreadsheet people happy without letting the numbers drift.
What ships today
- Statements — trial balance, profit & loss, balance sheet, changes in equity, and cash flow, with balance checks on every report.
- Consolidation — multi-book consolidation with intercompany mapping managed in the app instead of lookup tabs.
- Excel add-in — pull any report straight into a task pane in Excel.
- Integration admin — ERP connections are modular, provider-swappable and AES-256-GCM encrypted.
The part we're proudest of
Onboarding. The first-run wizard tests your Epicor connection against a live BAQ before saving it, then pulls companies, books, segments, GL accounts, report categories and the fiscal calendar in one pass. Most teams see their own trial balance within an afternoon — no implementation project.
Read the pricing page to get started, or contact us for a walkthrough against your own environment.