Operational Reporting · Epicor

Run your Epicor business with drillable, liveoperational reporting

FastClose delivers real-time visibility across sales, purchasing, inventory and manufacturing — as well as financials. Combine unposted COS and WIP with posted GL transactions for a complete picture, right now.

Operational Reporting First

Live, drillable reporting 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 for the finance team.

Drill Anywhere

From drillable, actionable reports back to the source Epicor transaction — every time.

Up and Running in 8 Hours

Works with cloud and on-premise. Includes Excel and Power BI access. No IT required.

40 min
to install
8 hrs
to trained & live
Free trial
on your live Epicor data
No IT
required
Cloud & on-premise
supported
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 immediately clear.

Why jobs get stuck

Jobs touch inventory, production, costing, subcontracting and finance — so one missing step blocks closure and distorts month-end.

Jobs touch multiple modules; one missing step blocks closure
Closing a job doesn't always guarantee WIP is cleared
Partial receipts or shipments leave WIP behind and distort COS
Manufacturing variances are hard to trace without detailed breakdown
Multi-site and multi-company setups increase complexity
Auto job closing is often under-configured, leading to exception backlogs
Job Closing Control Report
Jobs to Close — Period 3
5 jobs · 2 ready to close
£15,382 WIP at risk
Why it matters

Operational reporting is fundamentally different from FP&A

Operational reporting focuses on running the business in real time. FP&A focuses on analysing financials and planning what comes next. FastClose does both — without compromise.

Operational Reporting

Running the business now

Live, drillable reporting for managers to monitor performance, costs and activity as they happen — and take immediate action.

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 planning & analysis

Financial analysis, budgeting and forecasting that typically operates on monthly, quarterly or annual cycles.

Centred on general ledger outcomes
Often limited to GL, AP and AR context
Primarily historical data with forward-looking planning
Less focus on operational drill and transactions
The product

How FastClose works

Five integrated modules covering report design, Excel, web access, Power BI and planning — all connected to your live Epicor data.

Designer — Exacting report design for power users

Pull data and lay it out exactly as you need. Apply calculations, hierarchies and power features to create new insight. Publish for use in Excel or by web users.

Control and publish to end users. Lock down data in any dimension of your ERP — by company, cost centre, account code and warehouse.

FastClose Designer
Field List
▸ Sales
Order Qty
Sales Value
▸ COS
Report Canvas