Epicor FinancialsEpicor Software
|
eMoneyeMoney Advisor
|
|||||
Related Products
|
||||||
About
Epicor Financials is a cloud-native financial management solution that helps organizations streamline accounting processes, automate workflows, improve compliance, and gain real-time visibility into financial performance. Built on a modern cloud architecture, the platform combines core accounting, financial reporting, planning, analytics, governance, and AI capabilities within a unified ecosystem. Organizations can extend the core accounting solution through Epicor's broad ecosystem of business applications and ISV solutions.
Designed exclusively for the cloud, Epicor Financials benefits from continuous innovation through regular upgrades and a modern CI/CD deployment approach, helping customers stay current without disruptive upgrades. The solution scales globally with support for multiple books, companies, sites, currencies, languages, and legal entities while maintaining centralized financial control.
|
About
Financial discussions don’t have to be difficult. Neither do the tech solutions that power them. At eMoney we’re committed to delivering innovative, planning-led solutions that power your business. Our comprehensive financial planning platform is built for the way you work and designed to scale to meet the growing needs of your firm. Whether you are an independent financial advisor or running a large enterprise effort, our integrated solutions help you meet the evolving needs of your clients—from basic to complex. eMoney is more than just world-class financial planning software. Whether it’s helping you convert prospects into clients, collaborate on financial plans, or manage the business, the eMoney platform is built for scale. All so you can spend more time doing what you do best: helping clients plan for the future.
|
|||||
Platforms Supported
Windows
Supported
Mac
Supported
Linux
Supported
Cloud
Supported
On-Premises
Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Supported
|
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
|||||
Audience
Companies that need a modern, secure, cloud- and web-enabled financial management suite.
|
Audience
Financial advisors that need a CRM solution to improve and manage all their operations
|
|||||
Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
|
Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
|
|||||
API
Offers API
Supported
|
API
Offers API
Not Supported
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
$13/user monthly (SaaS)
Pricing depends on total users
Free Version
Not Supported
Free Trial
Not Supported
|
Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
|
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
|
|||||
Company InformationEpicor Software
Founded: 1972
United States
www.epicor.com
|
Company InformationeMoney Advisor
Founded: 2001
United States
www.emoneyadvisor.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Accounting Features
Accounts Payable
Supported
Accounts Receivable
Supported
Bank Reconciliation
Supported
Billing & Invoicing
Supported
Cash Management
Supported
CPA Firms
Not Supported
Cryptocurrency Support
Not Supported
Expense Tracking
Supported
Fixed Asset Management
Supported
Fund Accounting
Not Supported
General Ledger
Supported
Government
Not Supported
Multi-Currency
Supported
Nonprofits
Supported
Payroll Management
Supported
Project Accounting
Supported
Purchase Orders
Supported
Tax Management
Supported
Accounts Payable Features
Approval Process Control
Supported
Bank Reconciliation
Supported
Cash Management
Supported
Check Writing
Supported
Duplicate Payment Alert
Not Supported
Fraud Detection
Not Supported
General Ledger Entry
Supported
Vendor Management
Supported
Accounts Receivable Features
ACH Payment Processing
Supported
Billing & Invoicing
Supported
Check Processing
Supported
Collections Management
Supported
Online Payment Processing
Supported
Overpayment Processing
Supported
Partial Payments
Supported
Receivables Ledger
Supported
Recurring Billing
Supported
Budgeting Features
"What If" Scenarios
Supported
Asset Planning
Supported
Balance Sheet
Supported
Capital Asset Planning
Supported
Cash Management
Supported
Consolidation / Roll-Up
Supported
Forecasting
Supported
General Ledger
Supported
Income Statements
Supported
Multi-Company
Supported
Multi-Department / Project
Supported
Profit / Loss Statement
Supported
Project Budgeting
Supported
Run Rate Tracking
Supported
Version Control
Supported
Financial Management Features
Budgeting & Forecasting
Supported
Cash Management
Supported
Consolidation / Roll-Up
Supported
Currency Management
Supported
Financial Reporting
Supported
Investment Management
Not Supported
Project Management
Supported
Revenue Recognition
Supported
Risk Management
Not Supported
Tax Management
Supported
Financial Reporting Features
"What If" Scenarios
Supported
Audit Trail
Supported
Balance Sheet
Supported
Cash Management
Supported
Consolidation / Roll-Up
Supported
Forecasting
Supported
General Ledger
Supported
Income Statements
Supported
Multi-Company
Supported
Multi-Department / Project
Supported
Profit / Loss Statement
Supported
Fixed Asset Management Features
Asset Budgeting
Supported
Asset Lifecycle Management
Supported
Audit Trail
Supported
Barcoding / RFID
Supported
Depreciation Management
Supported
Disposal Management
Supported
Document Management
Supported
Inventory Tracking
Supported
Tax Management
Supported
|
Investment Management Features
Accounting Management
Not Supported
Benchmarking
Not Supported
Bonds / Stocks
Supported
Client Management
Supported
Commodities
Not Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Fund Management
Supported
Modeling & Simulation
Supported
Payroll & Commissions
Not Supported
Performance Metrics
Supported
Portfolio Management
Supported
Risk Management
Supported
|
|||||
Integrations
CoinTracker
Not Supported
Epicor BisTrack
Supported
Epicor CRM
Supported
Epicor Commerce
Supported
Epicor ECM
Supported
Epicor ECM AP Automation
Supported
Epicor Kinetic
Supported
Epicor Tax Connect
Supported
Lockstep
Supported
MoneyGuide
Not Supported
|
Integrations
CoinTracker
Supported
Epicor BisTrack
Not Supported
Epicor CRM
Not Supported
Epicor Commerce
Not Supported
Epicor ECM
Not Supported
Epicor ECM AP Automation
Not Supported
Epicor Kinetic
Not Supported
Epicor Tax Connect
Not Supported
Lockstep
Not Supported
MoneyGuide
Supported
|
|||||
|
|
|