Epicor FP&A Services
Rohling Epicor FPA Services
Unlock Financial Clarity. Fast.
Finance teams are under pressure from spreadsheet chaos, reporting delays, and underutilised systems. At Rohling, we simplify the process. Our Epicor FPA services are designed to provide clarity, speed, and control—without the jargon.
We don’t just implement software. We transform how finance works.
Our consultants bring deep commercial finance, data, and system integration expertise—especially in aged care, community services, and regulated industries. With backgrounds in CFO advisory, enterprise performance management, and financial modelling, our team knows how to turn complexity into insight.
What is Epicor FPA?
Epicor FPA is more than a finance tool—it’s a business-led platform that empowers finance, operations, and sales teams to build and manage their own reports, models, and forecasts. No-code and low-code tools mean you can adapt quickly, without waiting on IT.
From Idea to Action in Days
Launch dashboards, update workflows, and add fields—without long development cycles.
Empower Experts, Reduce IT Backlog
Let your finance team solve finance problems. IT can focus on strategy.
Drag-and-Drop Simplicity
Configure models and reports with intuitive tools built for business users.
Epicor FPA is positioned not just as a finance tool, but as a business-led platform that allows non-technical users, especially finance, operations, and sales analysts, to create and maintain their own reports, models, and forecasts without heavy IT dependence.
What We Deliver
We provide end-to-end support—from onboarding and configuration to training and optimisation. Our services include:
- Budgeting workflows and input templates
- Scenario management and comparative reporting
- Statutory and compliance reporting (ACFR, Quarterly Financials, benchmarks)
- Transition from XL Connect to FPA
- KPI development and BAQ integration
- Excel Add-in reporting and formula training
- Hierarchy and workflow configuration
- Data reconciliation with Epicor Kinetic ERP
- Ongoing support and capability uplift
Solving Real-World Challenges
We don’t just talk transformation—we deliver it. Rohling helps clients overcome:
- Manual budgeting and spreadsheet overload
- Underutilised or misconfigured FPA systems
- Inconsistent or unreliable data
- Version control issues and rolling forecasts
- Limited internal resources and expertise
Our consultants design modular templates, automate workflows, and introduce scenario tools that support accurate, auditable reporting. We define clear ownership and role-based permissions to improve collaboration and accountability.
Our Proven Implementation Process
We follow a structured, five-step approach:
- Discover & Align
Deep dive into your processes, pain points, and goals. - Design & Configure
Build tailored FPA structures, data models, and reports. - Test & Validate
Use real-world scenarios to ensure accuracy and usability. - Deploy & Support
Go-live with training, documentation, and change management. - Operate & Optimise
Post-deployment support to embed FPA into daily operations.
Why Rohling?
Our difference lies in our people. Rohling consultants combine financial acumen with hands-on system expertise. You’ll work with professionals who’ve:
- Led FP&A transformations across aged care, government, and consumer sectors
- Delivered budgeting and reporting solutions using Epicor, Adaptive Planning, and PowerBI
- Reduced budget cycle times by up to 99%
- Enabled rolling forecasts and scenario planning with minimal IT involvement
- Trained finance teams to own and evolve their reporting environments
We bring the experience of senior commercial finance consultants, data architects, and business analysts—without the overhead of large consulting firms.
Beyond Go-Live
Our partnership doesn’t end at deployment. We continue to refine, optimise, and evolve your Epicor FPA environment to meet changing business needs. Whether it’s regulatory reform, structural changes, or new reporting requirements—we’re here to help you stay ahead.