Fast Powerful Reporting for Epicor, SAP Business One and Coda

FastClose is a reporting solution with a built-in understanding of the structure of your ERP out of the box; it installs and can be delivering value against your own data in under 40 minutes. With different tools for different types of user, FastClose also integrates with both Excel and Power BI.

Boasting an interface geared towards users, typically accountants, who know what they need but may not know their way around the ERP database, it allows them to design and build complex reports to their exacting needs, without help from IT.

FastClose 2.1 released Monday 16th December 2019, includes 5 new major features as well as new content and a host of smaller changes. Find out more here or visit the features page to discover the full breadth of what FastClose offers.

Solution

Designer

for Report Power Users

Build your own reports without help from IT, with drill to detail or other related reports. Control and publish to end users. Lock down data in any dimension of your ERP, securing data by such facets as company, cost centre, account code and warehouse.

You've got the Power!

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Read & Navigate

for Executives to see live numbers safely, anytime

Live published reports allow managers and executives to see in real-time how the numbers are changing.

Drill down to transaction detail to spot problems early in the month or navigate to related reports that provide a different perspective.

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Excel Add-in

for users that want to consume FastClose reporting live in Excel

Consume FastClose reports directly in Excel. Change dimension filters in real time and run reports live. Combine multiple reports in workbooks.

FastClose gives you the best of both worlds: controlled reports that deliver accurate numbers live in Excel for further analysis.

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Epicor Reporting

Epicor delivers first-class ERP software. It provides an immensely powerful chart of accounts, with over 20 segments, many of which can be automatically posted to, with no manual intervention. It is multi-company, multi-currency, and can support books with monthly, weekly, and even yearly accounting periods, all at the same time.

To fully unleash the potential of Epicor, and it’s finance features, best-in-breed reporting is needed. To this end, FastClose unites the power of the ERP system – with all-encompassing reporting options – to provide truly multi-dimensional reporting. In essence, FastClose supercharges the power of Epicor’s system.

So, Epicor reporting – whether for General Ledger, Sales, Warehousing, Manufacturing, or beyond – can be a challenge. But how does FastClose actually solve problems and create value? FastClose ships with easily-modified, predefined Epicor reporting templates; they offer drill links to the underlying detail, or related sub-ledgers, allowing you to follow the money and the story of its flow, in seconds. Reports can be shared with other members of the accounts team or business unit managers.

Most accountants fall back on Excel because that’s what they know. However, FastClose was designed from the ground up to be really easy to use, and real-time P&L and Balance Sheets can be built in minutes. Users do not need to know anything about tables, or inner or outer joins – all the heavy lifting is done under the covers. Indeed, the key to FastClose is to hide the complexity of tables and joins so that non-technical people can build the reports they need: the reports that close month ends, and which reconcile control accounts.

FastClose delivers access to a broad array of templates spanning the full spectrum of Epicor Reporting functionality: General Ledger, Accounts Receivable, Sales Order Processing, Accounts Payable, Purchase Order Processing, Fixed Assets, Projects, Inventory, Warehousing, Manufacturing and Demand Management.

FastClose also has extensive user videos on our website. Advanced features can be learned easily in just a few minutes.

Let us show you how fantastic FastClose is, right now. Contact us, today.

Why FastClose?

Accelerate Month End

Ever tried getting hold of an accountant at month end? They don't want to ignore you but they have so much to do: Reconciling control accounts, producing flash reports, explaining variances, sorting out Excel errors - closing the books.

Month end is painful because that is when the visibility of the financial position becomes clear. Reliance has to be placed on fiddly excel reports to resolve issues because ERP vendors rarely provide effective, drillable, reporting tools.

FastClose is a Windows based product that puts the power back in the hands of the people that need it. With reports run against live real-time data at any time, cost centre managers can see their numbers change throughout the month and correct errors in the moment, rather than waiting to month end. Which makes for a much happier accounts team and a smoother faster close at the end of the month.

The Alternative: Business Intelligence & Spreadsheets

Getting flexible, real-time, multi-dimensional operational reporting with drill to the detailed transactions from your ERP system might seem an easy task but it isn't. ERP vendors develop software focussed on operational transaction processing but this strength can make it hard to offer the reporting and analysis you need. The native tools can feel as though they were provided as something of an afterthought.

To solve this, companies commonly implement Business Intelligence (BI) solutions or rely heavily on spreadsheets for their operational reporting.

BI tools give the audit control that enables centrally managed reporting but can be complex and costly to develop and deploy. Find out more here.

Spreadsheets whilst highly flexible and offering great pivot table functionality are rarely documented. And when the author leaves, many businesses cross their fingers and carry on using them in the hope that the numbers will continue to be correct. Often with stale or manipulated data, these so called Shadow Data Systems can lead to problems.

Self-service Reporting

FastClose is an easy-to-use, fast-to-deploy, operational reporting and enquiry solution. FastClose enables you to quickly build powerful management reports directly against your ERP data at a fraction of the cost and complexity of a BI solution.

Built to work directly over the ERP tables FastClose comes with pre-built templates that are controlled by clicking and pointing to key dimensions such as Company, Account, Period, Year, Ledger Type, Customer, Vendor or any other dimensions that make up your ERP system.

We call this “Accounting Intelligence” it has the ease of use of an iPhone, the flexibility of a spreadsheet but the control of a BI solution.