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EPICOR

Plans fall over when finance and operations are working from different numbers.

The consequences are greater in complex operating environments, where tight margins and shifting conditions leave little room for guesswork. Rohling implements and optimises Epicor Kinetic ERP, Epicor Senior Living and Epicor FP&A so everyone sees the same picture.

Many organisations already run a system. Yet the problems are familiar: operational data that never quite reaches finance, an ERP the team works around, and forecasts finished in spreadsheets. We tune what you have where tuning is enough, and start fresh where it isn’t, so your leadership has numbers it can stand behind.

Where Epicor adds value

Epicor offers ERP, planning and integration software.
We help you choose the right combination for your environment and make sure the pieces fit together.

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The planning layer: Epicor FP&A
Financial planning and analysis (FP&A) covers budgeting, rolling cash flow and revenue forecasts, scenario modelling, variance analysis, reporting and consolidation. It works with Epicor and non-Epicor ERP systems. Built-in AI can generate a first draft of a budget or forecast. Your team can then fine-tune it, so forecasts reflect what is happening, not what was assumed at budget time.
The operational foundation: Epicor Kinetic ERP
Enterprise resource planning (ERP) brings the chart of accounts, purchasing, invoicing, inventory and reporting into one place. Fewer stitched-together spreadsheets, tighter control and one consistent view of performance.
The aged care foundation : Epicor Senior Living (SLS)
A purpose-built ERP solution for Australian residential, community and retirement living providers. It brings billing, funding and claims, including AN-ACC and Medicare, together with resident and client management and links to government portals.
The integration layer : Epicor Automation Studio
Integrations and workflow automations, powered by Workato, connect Epicor with the other systems you run, from HR and payroll to CRM, so data moves between systems instead of being re-keyed.

SAME DISCIPLINE, DIFFERENT PRESSURES

Whatever the sector, operational plans have to feed straight into the financial forecast.

In manufacturing and distribution, changing demand, rising input costs and thin margins mean production, stock, workforce and capacity rarely hold still.

The same discipline applies in aged care, disability and community services, where the margin for error is smaller still. Specialised funding models, regulatory constraints and shifting service demand mean forecasts have to hold up to boards and regulators. Since November 2025, providers have also had to meet mandatory liquidity and cash flow reporting requirements under the Aged Care Act.

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How Rohling supports Epicor engagements

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Fit and requirements
an honest assessment of whether Epicor is the right choice, with requirements and success measures agreed before anything is built
Implementation
Epicor Kinetic ERP, FP&A and Senior Living, including configuration and model build
Reviews and tune-ups
a fresh look at an existing Epicor setup that isn’t delivering, from configuration to integrations, or help moving from XL Connect to Epicor FP&A
Epicor FP&A support
specialists who work alongside your finance team to run and improve your forecasting model and reporting cycle, including interim cover, and training so your team can manage it themselves
Financial planning and forecasting design
driver-based forecasting models built on your operational drivers and aligned to funding and regulatory requirements
Integration
connecting Epicor with other ERPs and workforce or rostering platforms, including those inherited through acquisitions, so operational data reaches finance accurately and consistently
Reporting and insight
dashboards for executive, board and regulatory reporting needs

WHEN ORGANISATIONS
ENGAGE US

Organisations typically come to us at a turning point. Financial planning lives in spreadsheets, and every change in conditions means days of rebuilding. Funding pressure or regulatory reform is making the numbers harder to trust. Growth or restructuring has left systems that no longer fit. A key FP&A person has left, and the reporting cycle still has to run. Or an acquisition has left two sets of finance systems with no consolidated view.

Whatever the trigger, the first step is working out what is holding the numbers back.

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FREQUENTLY ASKED QUESTIONS

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What is Epicor FP&A?

Epicor FP&A is Epicor’s financial planning and analysis product. It brings budgeting, forecasting, scenario modelling, variance analysis, reporting and consolidation together in one platform, pulling live data from your ERP. It isn’t limited to Epicor ERP: it also integrates with non-Epicor ERP systems, whether on-premises or cloud-based.

What is Epicor Senior Living?

Epicor Senior Living is Epicor’s purpose-built ERP for Australian residential, community and retirement living providers, covering billing, funding and claims, including AN-ACC and Medicare, alongside resident and client management.

Can Rohling improve an Epicor setup we already have, rather than starting again?

Yes. Much of our work is reviewing and tuning existing Epicor implementations, from configuration and reporting through to FP&A models and integrations that aren’t performing.

What does Epicor Automation Studio do?

It’s Epicor’s integration and workflow automation platform, powered by Workato. It connects Epicor with your other business systems so data moves automatically instead of being re-entered by hand.

Evaluating Epicor, putting it in place or making your current setup work harder?