Epicor FinancialsEpicor Software
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Related Products
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About
Epicor Financials gives businesses control and automation over all finance-related activities. Extend your team's capabilities with industry-leading add-on modules that digitize and automate your finance and accounting processes. Simplify reporting and decision making with robust business intelligence and financial planning and analysis tools. Modernize your system while staying current and secure in the cloud.
-Drive financial and operational planning across the company
-Connect to multiple data sources to reduce silos
-Focus on automating workflows to gain efficiencies
-Enhance collaboration within Finance and Accounting
-Expand your business globally
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About
First, we get to know you and your business so that we can get your company onboarded with Carly. We schedule a meeting to connect Carly to your financial accounts and QuickBooks. Then we introduce you and your staff to Carly. You can now get back to running your business and let Expex and Carly manage your bookkeeping. When there are items you need reviewed, Carly will let you know, so you don’t have to worry about missing any critical accounting tasks. Every month, Expex will deliver clean financial reports so you can review them with your team, CPA, or other advisors. At the end of the year, there’s no cleanup or catch-up work required; you get tax ready financials that can be handed to your CPA so they can get started on your tax return. Expex developed Carly, an automated bookkeeping application that can learn how to process transactions for you, notify you when there are things you need to do, and give you insights into your finances.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies that need a modern, secure, cloud- and web-enabled financial management suite.
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Audience
Companies in search of a bookkeeping solution to improve their record keeping operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
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Pricing
$13/user monthly (SaaS)
Pricing depends on total users
Free Version
Free Trial
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Pricing
$19.50 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationEpicor Software
Founded: 1972
United States
www.epicor.com
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Company Informationexpex
Founded: 2015
United States
expexinc.com
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Categories |
Categories |
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Financial Management Features
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
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Accounts Payable Features
Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management
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Integrations
Epicor BisTrack
Epicor CRM
Epicor Commerce
Epicor ECM
Epicor ECM AP Automation
Epicor Kinetic
Epicor Tax Connect
Lockstep
QuickBooks Online
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Integrations
Epicor BisTrack
Epicor CRM
Epicor Commerce
Epicor ECM
Epicor ECM AP Automation
Epicor Kinetic
Epicor Tax Connect
Lockstep
QuickBooks Online
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