OPEX FP&AOpen app

Packages for every finance team

Try Professional free for 14 days, no payment details needed. Talk to sales for a quote based on your entities and users.

Starter

One company, three users, every financial report.

Pricing on request

Ask sales for a quote.

  • ✓1 company entity, 3 users
  • ✓Trial balance, P&L, balance sheet, equity and cash flow
  • ✓Budget vs actual, P&L filter by GL account segment
  • ✓Drill-down to source transactions
  • ✓Add-ons: P&L forecasting, cash flow forecasting, AI assistant

Professional

Three companies, five users, with forecasting and the AI assistant.

Pricing on request

Ask sales for a quote.

  • ✓3 company entities, 5 users
  • ✓Everything in Starter
  • ✓P&L forecasting
  • ✓Cash flow forecasting, including the 13-week view
  • ✓AI assistant: dashboards, Ask, anomaly scan, board pack
  • ✓Add-on: consolidation

Enterprise

Custom entity count, ten users, consolidation and priority support.

Contact sales

Priced to your entities and SLA.

  • ✓Custom entity count, 10 users
  • ✓Everything in Professional
  • ✓Consolidation, multi-company reports and IC mapping
  • ✓Consolidation audit
  • ✓Priority support

Common questions

How does the free trial work?

Sign up with your email and you get 14 days of the Professional plan. No payment details are asked for. Buy a plan before the trial ends to keep your workspace going.

How do we pay?

Checkout runs on DOKU. You can pay by bank transfer, virtual account or card, and each purchase comes with an invoice. The first invoice is setup plus the first year, and renewals are the annual fee only. Tax is added per invoice. Enterprise is invoiced through our sales team.

Where is our data stored?

The app runs on Cloudflare Workers and stores data in Cloudflare D1. Every workspace's data is scoped to its own tenant. If you have a region or residency requirement, tell us through the contact form before you buy. Details are on the privacy page.

Do we still enter data in Epicor as usual?

Yes. Opex FP&A only reads from Epicor Kinetic: Trial Balance, GL Budget, and master data. Nothing changes in how your team works inside Epicor.

How is this different from Epicor's native Report Writer?

Report Writer is built in but rigid, and customizing drill-down or multi-period comparisons usually needs IT or a consultant. Opex FP&A is designed to give Finance more self-service reporting capabilities.

Can we forecast without a full-year Budget loaded in Epicor?

Yes. The forecast engine can use a trailing run-rate for accounts without a Budget line and distinguish budget-driven months from run-rate months.

Find the right package for your team

Talk to us about your Epicor Kinetic environment, company structure, and implementation requirements.

Talk to sales