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Head-to-head · Financial Forecasting Software

Epicor FP&A vs Planful

  • Updated Oct 2026
  • Both researched from official sources
  • 2 checks side by side
Higher score Epicor FP&A #7 in Financial Forecasting Software 8.8/10 Pricing on request ✓ 0 of 5 features Visit Epicor
Planful #8 in Financial Forecasting Software 8.7/10 Pricing on request ✓ 2 of 5 features Visit Planful

Epicor FP&A leads on 0 checks, Planful on 0, and 2 are even. Who comes out ahead on the 2 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreEpicor FP&A · 8.8/10
  • Most featuresPlanful · 2 of 5

Epicor FP&A scores higher on our rubric for financial forecasting software: 8.8 against 8.7 out of 10; our editors rank them #7 and #8.

Epicor FP&A is the better fit for epicor users needing financial and operational planning. Planful is the better fit for finance teams needing close and planning.

  • Epicor FP&A fits best

    Epicor users needing financial and operational planning

  • Planful fits best

    Finance teams needing close and planning

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Side by side

Feature Epicor FP&A 8.8/10 Visit ↗ Planful 8.7/10 Visit ↗
At a glance
Editor score 8.8 8.7
Ranking #7 in Financial Forecasting Software #8 in Financial Forecasting Software
Best for Epicor users needing financial and operational planning Finance teams needing close and planning
Pricing model Paid Paid
Starting price — Pricing on request
Free plan Not checked yet Not checked yet
Free trial — —
Deployment Cloud Cloud
Platforms Web Web
Support Docs Email, Phone, Live chat, Community, Docs · 24/7
Compliance GDPR SOC 2, ISO 27001, HIPAA, SSO/SAML, 2FA
Integrations 9 integrations 11 integrations
Built for Small business, Mid-market, Enterprise Mid-market, Enterprise
Features Epicor FP&A 0/5 · Planful 2/5
Rolling forecasts Not checked yet Not checked yet
Forecast vs actuals Not checked yet ✓ (best)
Scenario modeling Not checked yet ✓ (best)
Revenue and expense models Not checked yet Not checked yet
Multi-entity support Not checked yet Not checked yet
Specs
Data refresh Not checked yet Not checked yet
Our review
Pros
  • Combines budgeting, forecasting, consolidation, and operational reporting
  • Unlimited what-if scenarios plus sensitivity and ratio analysis
  • Connects with Epicor systems, other ERPs, and Microsoft Excel
  • Combines planning, forecasting, consolidation, close, and reporting workflows
  • Supports workforce planning, scenario modeling, and variance analysis
  • Connects with major ERP, HR, CRM, and data warehouse systems
Cons
  • Pricing requires contacting sales
  • Workforce planning is not among the listed features
  • Support channels list documentation only
  • Pricing requires a sales conversation
  • Web-only access limits platform choice
  • Broad scope may exceed the needs of teams seeking forecasting alone
Our verdict

Epicor FP&A brings financial and operational planning into a cloud platform for finance teams at small, mid-sized, and large organizations. It covers reporting, budgeting, forecasting, consolidation, dashboards, KPI monitoring, and…

Read the review →

Planful is a cloud financial performance management platform for finance, accounting, HR, and operational teams. It brings financial planning and budgeting, forecasting, scenario analysis, workforce planning, consolidation, reporting,…

Read the review →
  1. Epicor FP&AFinancial Forecasting Software 8.8Pricing on request
  2. PlanfulFinancial Forecasting Software 8.7Pricing on request

Strengths and trade-offs

  • Epicor FP&A — where it wins

    • Combines budgeting, forecasting, consolidation, and operational reporting
    • Unlimited what-if scenarios plus sensitivity and ratio analysis
    • Connects with Epicor systems, other ERPs, and Microsoft Excel

    Where it doesn't

    • Pricing requires contacting sales
    • Workforce planning is not among the listed features
    • Support channels list documentation only

  • Planful — where it wins

    • Combines planning, forecasting, consolidation, close, and reporting workflows
    • Supports workforce planning, scenario modeling, and variance analysis
    • Connects with major ERP, HR, CRM, and data warehouse systems

    Where it doesn't

    • Pricing requires a sales conversation
    • Web-only access limits platform choice
    • Broad scope may exceed the needs of teams seeking forecasting alone
  • Epicor FP&A8.8/10 · Pricing on request

    A broad FP&A toolkit with Epicor integrations, scenario analysis, and Excel reporting.

    Visit EpicorFull verdict →
  • Planful8.7/10 · Pricing on request

    A broad finance platform for planning, consolidation, close, reporting, and AI-supported forecasting.

    Visit PlanfulFull verdict →

More comparisons

All financial forecasting software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update