Oracle EPM

The World Leading Cloud EPM from Oracle

Oracle EPM Cloud is a robust, comprehensive platform for enterprise performance management that covers planning, forecasting, consolidation, reporting, analytics and more. It offers strong integration, scalability and cloud-based advantages. For organizations serious about aligning finance and operations, consolidating their performance processes, and getting real-time insights with integrated data, it’s a very compelling option.

Oracel EPM designed for Finance (CFO/FP&A) functions but also supports operational lines of business (LOBs) for enterprise-wide planning and performance management with embedded analytics, AI/ML capabilities, and integration with other Oracle systems (and third-party systems).

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Oracle EPM - Modules & Functionalities

  1. Planning, Budgeting & Forecasting
    • Facilitates driver-based planning, operational planning (workforce, capital, sales), strategic modeling and “what-if” scenario planning.
    • Supports collaboration across departments (finance & operations) with role-based workflows, approvals, and shared models.
    • Real-time modelling and predictive forecasting capabilities (AI/ML) to improve accuracy and responsiveness.
  2. Financial Consolidation & Close
    • Consolidates multi-entity, multi-currency data, handles eliminations, inter-company transactions, supports financial close workflows.
    • Provides audit trails, governance features, and reporting for statutory/management requirements.
  3. Profitability & Cost Management
    • Enables analysis of cost structures, profitability of products, services, customers, or segments; allocation of costs; insight into margin-drivers.
  4. Account Reconciliation & Tax Reporting
    • Automation of reconciliation processes and workflows for account reconciliation from multiple data sources.
    • Tax reporting and provision capabilities: e.g., inter-linking tax data with financial close, supporting regulatory requirements in multiple jurisdictions.
  5. Enterprise Data Management & Integration
    • Master data management and enterprise data management ensure consistent dimensions/hierarchies across modules.
    • Strong connectivity/ integration: Oracle EPM integrates with Oracle ERP/Financial systems and third-party systems, enabling operational data to drive financial planning.
  6. Reporting, Analytics & Dashboards
    • Interactive dashboards, real-time analytics, multidimensional reporting.
    • Microsoft Office / Excel integration (via Smart View) for ad-hoc analysis and reporting.
    • Narrative reporting: combining data with narrative for board books, presentations.
    • ESG reporting : Oracle EPM allows you to ingest ESG data from multiple sources/systems (for example operational systems, environmental measurement systems, HR/social data, governance data) into a unified model.
    • Pre-built solution “EPM for Sustainability” offers KPIs, metrics and carbon calculators covers emissions by Scope 1, Scope 2, Scope 3.
  7. Cloud Architecture & Platform Capabilities
    • Built for the cloud (Oracle Cloud) with scalability, flexibility, automatic updates.
    • Embedded AI/ML, automation capabilities and business-user configurability (versus heavy-custom coding) to accelerate time to value