Epicor Financials

Epicor Financials

Epicor Software
eMoney

eMoney

eMoney Advisor
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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/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Epicor Software
Founded: 1972
United States
www.epicor.com

Company Information

eMoney Advisor
Founded: 2001
United States
www.emoneyadvisor.com

Alternatives

Alternatives

NetSuite

NetSuite

Oracle
MoneyGuide

MoneyGuide

Envestnet
IDOS

IDOS

Digital CFO - IDOS

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
Morningstar Advisor Workstation Not Supported
Nitrogen Not Supported
Plus & Minus Not Supported
SmartOffice Not Supported
Tres Finance Not Supported
Wealth.com 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
Morningstar Advisor Workstation Supported
Nitrogen Supported
Plus & Minus Supported
SmartOffice Supported
Tres Finance Supported
Wealth.com Supported
Claim Epicor Financials and update features and information
Claim Epicor Financials and update features and information
Claim eMoney and update features and information
Claim eMoney and update features and information