List of Epicor Financial Planner Customers
Epicor
807 Las Cimas Pkwy,
Austin, 78746, TX,
United States
Austin, 78746, TX,
United States
1 512-328-2300
Professional Services
4600
$1.2B
Since 2010, our global team of researchers has been studying Epicor Financial Planner customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Epicor Financial Planner for EPM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Epicor Financial Planner for EPM include: Audiotonix, a United Kingdom based Manufacturing organisation with 743 employees and revenues of $424.0 million, SOCAN, a Canada based Professional Services organisation with 370 employees and revenues of $374.0 million, Christian Berner Tech Trade AB, a Sweden based Distribution organisation with 50 employees and revenues of $36.0 million, Soft-Tech Consultants Ltd, a Tanzania based Professional Services organisation with 60 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using Epicor Financial Planner, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the ERP Financial Management software purchases.
The Epicor Financial Planner customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of ERP Financial Management software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Audiotonix | Manufacturing | 743 | $424M | United Kingdom | Epicor | Epicor Financial Planner | EPM | 2024 | n/a |
In 2024, Audiotonix implemented Epicor Financial Planner. The deployment of Epicor Financial Planner was positioned as the enterprise EPM solution to extend financial planning capabilities within Audiotonix's existing Epicor Kinetic cloud environment.
Epicor Financial Planner was configured to support budgeting, forecasting, scenario modeling, and consolidated financial reporting, using category-standard driver-based planning and ledger integration workflows. Configuration emphasized integration with transactional finance tables and inventory cost inputs so planning models could reflect operational realities.
The implementation integrated Epicor Financial Planner with Audiotonix's Epicor Kinetic cloud ERP for transactional finance and inventory data, Epicor Data Analytics which provides a real-time copy of the Audiotonix database for analytics and model feeds, Epicor Enterprise Content Management for document linkage, and Epicor Mobile Warehouse for physical inventory transaction visibility. These integration points enabled planners to reference the same operational data feeds and document attachments used by production, warehouse, and service teams.
Rollout and governance targeted finance, planning, and supply chain stakeholders across manufacturing sites, centralizing planning models and applying role-based data access consistent with Audiotonix's existing brand-level access controls in their analytics layer. The implementation aligned planning cadence with shop floor controls such as enforced handheld picks and cycle counting discipline, ensuring planning inputs reflected disciplined inventory processes.
While specific financial outcomes for Epicor Financial Planner were not detailed, the broader Epicor deployment at Audiotonix has already produced measurable operational effects, including improved real-time inventory accuracy via Epicor Mobile Warehouse, increased data self-sufficiency through Epicor Data Analytics, and reduced paper trails using Epicor ECM. Epicor Financial Planner was implemented to leverage these established operational and data governance foundations.
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Christian Berner Tech Trade AB | Distribution | 50 | $36M | Sweden | Epicor | Epicor Financial Planner | EPM | 2016 | n/a |
In 2016, Christian Berner Tech Trade AB implemented Epicor Financial Planner. The deployment designated Epicor Financial Planner as the central EPM solution for the Sweden based distribution company with 50 employees, concentrating on finance led planning and reporting.
The implementation configured core EPM capabilities including budget management, rolling forecasting, consolidated financial reporting, scenario modelling, and driver based planning. Configuration work emphasized chart of accounts mapping, multidimensional data modeling, calculation logic, and templated management reports to standardize financial statements and planning artifacts across the organization.
Operational rollout targeted finance and accounting functions, with role based access controls, workflow orchestration for budget approvals, version control, and audit trails to support governance. The program established a monthly planning cadence and standardized templates for budget submission and variance analysis, aligning planning processes across the company's distribution operations.
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SOCAN | Professional Services | 370 | $374M | Canada | Epicor | Epicor Financial Planner | EPM | 2015 | n/a |
In 2015 SOCAN implemented Epicor Financial Planner to establish an enterprise planning and reporting capability within its finance organization, positioning the work under the EPM category. The program used Epicor Enterprise Performance Management alongside Cognos Tm1, Epicor Financial Planner and DSP Performance Canvas to develop multi dimensional cubes and the relevant reporting and dashboarding layer.
The implementation focused on multi dimensional cube design, report generation and dashboard configuration using Epicor Financial Planner as the central planning application. Cube modeling included dimensionality for financial accounts and organizational structures, while reporting workflows were configured for period close reporting, planning and forecasting cycles typical of EPM deployments.
Integrations were explicitly built between Epicor Financial Planner, Cognos Tm1 and DSP Performance Canvas to deliver the reporting and visualization stack, with Epicor Enterprise Performance Management providing the core orchestration. Operational coverage centered on SOCAN finance and reporting teams in Canada, consolidating data feeds into the cube models and publishing analytic reports and dashboards to stakeholders.
Governance included formalized cube version control, report cataloging and change management workflows to maintain model integrity and reporting consistency. The implementation emphasized structured planning processes and centralized report governance to support repeatable budgeting and forecasting cycles.
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Soft-Tech Consultants Ltd | Professional Services | 60 | $5M | Tanzania | Epicor | Epicor Financial Planner | EPM | 2013 | n/a |
In 2013 Soft-Tech Consultants Ltd deployed Epicor Financial Planner as its EPM solution to establish a formal budgeting and planning capability for the finance organization. The implementation centralized the lead budgeting and planning process using the Medium Term Expenditure Framework and Activity Based Budgeting on Epicor Financial Planner, aligning multi year fiscal planning and activity driven cost allocation workflows with the firms planning calendar.
Configuration focused on core EPM capabilities including budget modeling, multi period scenario planning, activity based budgeting engines, allocation rules and workflow driven approvals. Epicor Financial Planner was configured to enforce MTEF windows, capture activity cost drivers, and produce plan versions for iterative review, with role based access for budget owners and planners to manage inputs and commentary.
Operational scope covered the finance and planning functions within Soft-Tech Consultants Ltd, with governance centered on defined budget owner responsibilities and staged approval gates to support MTEF cycles. The narrative emphasizes system led orchestration of ABB processes and planning cadence through Epicor Financial Planner, reflecting an implementation oriented to structured public sector style budgeting within a professional services firm in Tanzania.
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Buyer Intent: Companies Evaluating Epicor Financial Planner
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FAQ - APPS RUN THE WORLD Epicor Financial Planner Coverage
Epicor Financial Planner is a EPM solution from Epicor.
Companies worldwide use Epicor Financial Planner, from small firms to large enterprises across 21+ industries.
Organizations such as Audiotonix, SOCAN, Christian Berner Tech Trade AB and Soft-Tech Consultants Ltd are recorded users of
Epicor Financial Planner for EPM.
Companies using Epicor Financial Planner are most concentrated in Manufacturing, Professional Services and Distribution, with adoption spanning over 21 industries.
Companies using Epicor Financial Planner are most concentrated in United Kingdom, Canada and Sweden, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Epicor Financial Planner across Americas, EMEA, and APAC.
Companies using Epicor Financial Planner range from small businesses with 0-100 employees - 50%, to mid-sized firms with 101-1,000 employees - 50%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.
Customers of Epicor Financial Planner include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Epicor Financial Planner customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of EPM.