Operational Reporting
Run your Epicor business with drillable, live, operational reporting
FastClose delivers real time visibility of Epicor across sales, purchasing, inventory and manufacturing as well as financials. Combine unposted COS and WIP transactions with posted general ledger transactions to get complete real time profit and loss and balance sheet visibility.
Operational Reporting first
Live, drillable reporting focussed on manufacturing processes for operational team leaders to monitor performance, costs and activity as they happen.
with Finance Included
Budgeting, planning, management reporting and multi company, multi currency consolidation support the finance team.
Drill anywhere
From drillable, actionable reports back to the source Epicor transaction
Built for Epicor teams who need answers now
Monitor margin, costs and activity as they happen, then take action immediately.
- Works with cloud and on premise deployments
- Excel and Power BI access
- Up, running and trained in 8 hours total
Operational Reporting - Use Case
Job closing challenges in Epicor and the FastClose solution
Job closure often fails because transactions across modules are incomplete or mis timed. FastClose provides a control layer that makes job status and WIP impact clear.
Watch: Job Closing Control driving faster Month End in Epicor
See how the FastClose ‘Job Closing’ Report highlights missing transactions, identifies those jobs ready for closure, and both supports and drives a controlled month end process.
Why jobs get stuck
- Jobs touch inventory, production, costing, subcontracting and finance so one missing step blocks closure
- Closing a job does not always guarantee WIP is cleared
- Partial receipts or shipments can leave WIP behind and distort COS
- Manufacturing variances can be hard to trace without detailed breakdown
- Multi site and multi company setups increase complexity
- Auto job closing is often under configured leading to exception backlog
FastClose Job Closing Report
Provides a clear view of each job and what must be completed before closure, with full drill down to investigate variances and missing transactions.
- Highlights missing or incomplete transactions
- Identifies jobs ready for closure and safe WIP clearance
- Drill down to root cause across material, labour, burden and subcontract
- Supports a controlled month end process around Capture COS and WIP Activity
Operational reporting is fundamentally different from FP&A
Operational reporting focuses on running the business, keeping track of production processes, in real time.
FP&A focuses on analysing the financials and planning what happens next.
FastClose does both.
Operational reporting
Live, drillable reporting for managers to monitor performance, costs and activity as they happen.
- Runs the business in real time
- Drill down through modules to source transactions
- Covers operational modules beyond the general ledger
- Supports immediate action and control
FP&A
Financial analysis, budgeting and forecasting that typically operates on monthly, quarterly or annual cycles.
- Centred on general ledger outcomes
- Often limited to a GL, AP and AR context
- Primarily historical financial data with forward looking planning
- Less focus on operational drill and transactions
Operational Reporting - Use Case
Real time COS / WIP consolidation with drill down for Epicor
Consolidate and drill into unposted Capture COS and WIP data in real time, integrated with posted general ledger data.
Watch: Capture COS and WIP from unposted Manufacturing activity to deliver real time financial visibility
See how FastClose consolidates unposted COS and WIP capture data with posted general ledger transactions, then drills back to the source Epicor manufacturing transaction.
Real time capture of unposted COS and WIP transactions
Read unposted capture transactions directly from Epicor and consolidate them using the same logic as posted financials.
Real time capture of unposted COS and WIP transactions
See a complete operational and financial position at any point in time, not just at period end.
Real time capture of unposted COS and WIP transactions
Start at group level margin or cost reports, then drill by business units, products, customers and projects to the source transaction.
Real time capture of unposted COS and WIP transactions
Unify operational and financial data, supporting stronger governance, reconciliation and auditability.
Business Benefits
- Earlier visibility of margin and cost movements
- Improved production and operational control
- Faster management reporting cycles
- Reduced reliance on manual spreadsheets
- Stronger financial governance and auditability
- Goods received not invoiced, stock and sub ledger reconciliation
Operational reporting, not just FP&A
FastClose handles budgeting and planning, management reporting and consolidation, plus deep operational reporting across Epicor modules.
How it works
Pull data and lay it out as you wish, style to get the right look and feel. Create new insight through the use of calculations, hierarchies and other power features. Organize data for planning activities. Publish for use in Excel or by Web users.
Find out more about the power reporting features in Designer.
Excel is an essential tool for the management and finance teams. With the FastClose Excel add-in, they can work with any number of pre-built FastClose reports, changing filters to deliver up to the minute data in real-time that can be used to build “What-If” models, or other reports, on the data retrieved. Find out more.
The FastClose Excel add-in is also the primary way that planning users submit their numbers.
With the Web based Read & Drill product, reporting users can consume selected reports whilst amending filters such as Month or Department to get the view they need. With drill down to detail or across to related subledgers, available on your laptop, tablet or smart phone Find out more.
FastClose takes the pain out of delivering PowerBI dashboards and other content. Leveraging it’s skill at extracting, enriching and delivering data – FastClose can also be integrated as a datasource to PowerBI with ease.
Find out more about how FastClose takes the pain out of Power BI delivery.
Enables budget holders to submit budget data from within Excel, using all the formulas & modelling power which that offers and then report through FastClose blending those numbers with live actuals – no data replication required.
Find out more about Planning and Budgeting with FastClose.
Fast Deployment
Installed in 30 minutes, up, running and trained in 8 hours.Free trial and training
Experience and be trained on FastClose over your Epicor data with full drill downPartners
Americas
Cre8tive Technology and Design
Web: www.ctnd.com
Mission Statement
Cre8tive Technology and Design creates lasting relationships with our customers, partners and teams. Our experienced team devotes all our efforts to sales and support of manufacturing technology to make your businesses more successful and efficient.

Americas
Antler Consulting
Mission Statement
Founded in 2008 with a vision to provide implementation services and ongoing support to customers through our team of consultants and associates. With a team having an average experience of over 20 years on Epicor products, we have proved our knowledge and commitment to provide excellent service by way of numerous referenceable customers.

Americas
TheOnlyWay2Go Consulting
Hands-on IT Project Management and Business Analysis, expert in the software life cycle: project management, business requirements analysis, data analysis and migration, testing, training, change management, go-live, and customer service.

UK, Ireland & Europe
Aspera Solutions
Email: info@asperasolutions.com
Web: www.asperasolutions.com
For over 20 years, Aspera Solutions has delivered world class ERP solutions that drive profitability, control and collaboration.
With over 100 customers ranging from single site SME’s to global, multi-site corporations, we balance innovation with pragmatism. Delivering both out-of-the-box and customised ERP solutions that deliver results beyond expectation.
With customer and employee relationships that have lasted decades, we are passionate about delivering excellence in Epicor and Aptean Ross ERP. And, according to our customers, we “make a positive impact every time we step in the door.”

UK, Ireland & Europe
Clear Business Outcome Ltd
A focus on business process review and optimisation is central to our methodology at Clear Business Outcome. Led by consultants who understand the software and your industry, we can ensure that your Epicor project is configured to deliver the maximum return on investment.
Epicor ERP Software is the engine driving over 20,000 customers in over 150 countries so whether you operate on a local, regional, or global scale Epicor has the power to improve every aspect of the way you manage and operate your organisation.
With a proven methodology, Epaccsys work collaboratively to provide exceptional ERP, financial and business management solutions to drive the growth, efficiency and profitability of their customers. With a strong focus in the distribution, manufacturing and public sectors Epicor ERP suite is the solution of choice for any organisation, in need of exceptional financial management.

UK, Ireland & Europe
Epaccsys
Email: solutions@epaccsys.com
Web: www.epaccsys.com
Established for over 20 years Epaccsys, trusted Epicor Gold Partner, has been providing small and midsized organisations, throughout the UK with ERP and business management software, services and support to help them do business better.
Epicor ERP Software is the engine driving over 20,000 customers in over 150 countries so whether you operate on a local, regional, or global scale Epicor has the power to improve every aspect of the way you manage and operate your organisation.
With a proven methodology, Epaccsys work collaboratively to provide exceptional ERP, financial and business management solutions to drive the growth, efficiency and profitability of their customers. With a strong focus in the distribution, manufacturing and public sectors Epicor ERP suite is the solution of choice for any organisation, in need of exceptional financial management.

UK, Ireland & Europe
GHA Solutions
The GHA team are Epicor specialists, with 40 years of experience; their solutions are trusted by customers across the country. As an official Epicor partner, they help enhance their customers’ businesses, beginning with methodology right through to implementation. Consultancy and project recovery solutions are also available.
Epicor ERP Software is the engine driving over 20,000 customers in over 150 countries so whether you operate on a local, regional, or global scale Epicor has the power to improve every aspect of the way you manage and operate your organisation.
With a proven methodology, Epaccsys work collaboratively to provide exceptional ERP, financial and business management solutions to drive the growth, efficiency and profitability of their customers. With a strong focus in the distribution, manufacturing and public sectors Epicor ERP suite is the solution of choice for any organisation, in need of exceptional financial management.

UK
Moroka
Email: mike.bell@moroka.co.uk
Moroka specialises in providing top-tier financial support, for example helping to develop robust financial systems tailored to the specific business needs.
From streamlining processes to implementing advanced financial tools, Moroka ensures your business operations are efficient and scalable, supporting your growth objectives by identifying the metrics that matter to drive shareholder value.

Europe & North America (inc Mexico)
Platinum Services Europe
E-mail: info@pse.be
Web: www.pse.be
Platinum Services Europe has been implementing intelligent solutions and deliver consulting in ERP since 1996 throughout Europe, being one of the first international value added resellers of Epicor Software.
We are pioneers and with us you can rely on having 1st class expertise for Epicor Solutions from day one. Our expertise includes: International Financial Accounting, Manufacturing & Distribution industries, Customer Relationship Management (CRM), Solutions for Professional Service Organizations (PSA), IT Service Management (ITSM)

United Arab Emirates
SP Solutions
Web: www.spsolutions.org
SP Solutions is a software services and consulting company headquartered in Dubai, UAE. Started operations in 2017. Our team is our greatest strength because of our certified experienced team devotes all our efforts into quality consulting services and solutions that will best fit to customer needs and helps your businesses more successful and efficient.
SP Solutions has dedicated resources to the following key categories: ERP Consulting, ERP Implementation & upgrade, Power BI & Tableau (Data analysis), Project Management, Infrastructures & Managed Services and Custom Reporting.
What our Customers Say
FastClose clients
