Operational Reporting

Run your Epicor business with drillable, live, operational reporting

FastClose delivers real time visibility of Epicor across sales, purchasing, inventory and manufacturing as well as financials. Combine unposted COS and WIP transactions with posted general ledger transactions to get complete real time profit and loss and balance sheet visibility.

Operational Reporting first

Live, drillable reporting focussed on manufacturing processes 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 support the finance team.

Drill anywhere

From drillable, actionable reports back to the source Epicor transaction

Built for Epicor teams who need answers now

Monitor margin, costs and activity as they happen, then take action immediately.

Works with cloud and on premise deployments
Excel and Power BI access
Up, running and trained in 8 hours total

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 clear.

Watch: Job Closing Control driving faster Month End in Epicor

See how the FastClose ‘Job Closing’ Report highlights missing transactions, identifies those jobs ready for closure, and both supports and drives a controlled month end process.

Why jobs get stuck

Jobs touch inventory, production, costing, subcontracting and finance so one missing step blocks closure
Closing a job does not always guarantee WIP is cleared
Partial receipts or shipments can leave WIP behind and distort COS
Manufacturing variances can be hard to trace without detailed breakdown
Multi site and multi company setups increase complexity
Auto job closing is often under configured leading to exception backlog

FastClose Job Closing Report

Provides a clear view of each job and what must be completed before closure, with full drill down to investigate variances and missing transactions.

Highlights missing or incomplete transactions
Identifies jobs ready for closure and safe WIP clearance
Drill down to root cause across material, labour, burden and subcontract
Supports a controlled month end process around Capture COS and WIP Activity

Operational reporting is fundamentally different from FP&A

Operational reporting focuses on running the business, keeping track of production processes, in real time.

FP&A focuses on analysing the financials and planning what happens next.

FastClose does both.

Operational reporting

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

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

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