Oracle EPM,
module by module.
Planning, close, profitability and reporting work best when they’re connected. We implement, enhance and support each Oracle Cloud EPM module, and the integrations that tie them together.
Planning
Budgets, forecasts and scenarios in one connected model.
Oracle Cloud EPM Planning supports everything from a departmental budget to enterprise-wide, driver-based rolling forecasts. We design models around how your business plans, using Oracle’s prebuilt planning modules where they fit and Freeform apps where they don’t.
Annual budgeting, rolling forecasts, workforce, capital and project planning, sales and sustainability planning, and what-if scenario modeling.
What we help with
- Financial Statement Planning. Revenue, expense, balance sheet and cash flow planning, enabled one process at a time.
- Workforce Planning. Headcount and compensation planning by employee and job code, including skills and strategic talent planning.
- Capital & Project planning. New and existing capital assets and project financials, with their long-range impact on the three statements.
- Scenario Modeling. Side-by-side financial and operational scenarios with full three-statement logic for long-range plans.
- Sales & sustainability. Quota and territory planning, and emissions and energy drivers planned alongside the financial plan.
- Freeform apps. Purpose-built models when the prebuilt planning modules aren’t the right fit.
- Planning Agent & AI. Predictive forecasts, anomaly detection and variance analysis that show the drivers behind each number.
- Business rules & Groovy. Calculations, forms, dashboards and approvals that run fast and are easy to maintain.
Typical deliverables
- Solution design
- Configured application
- Business rules & Groovy
- Forms & dashboards
- Approval workflow
- Admin guide & training
Account Reconciliation
Faster, auditable reconciliations and far less manual matching.
Account Reconciliation covers both balance-sheet reconciliation compliance and high-volume transaction matching. We help you standardize formats, automate what can be automated, and give reviewers a clear, risk-based workflow.
Finance teams reconciling hundreds or thousands of accounts each period, and high-volume matching such as bank, intercompany and subledger-to-GL.
What we help with
- Reconciliation Compliance. Formats, profiles, frequencies and risk ratings that fit your account population.
- Auto-certification. Rules that certify low-risk and fully supported accounts automatically, so reviewers focus on exceptions.
- Transaction Matching. Match rules for one-to-one, one-to-many, many-to-one, many-to-many and adjustment patterns.
- Matching assistance. Predictive AI suggests likely one-to-one matches after Auto Match runs, with confidence scores for reviewers.
- AI assistants. Assignment suggestions from historical patterns, and natural-language help through Fusion AI Agent Studio.
- Workflow & reporting. Preparer and reviewer assignments, alerts, escalations, dashboards and audit-ready reports.
- Data integration. Automated balance and transaction loads from ERP, banks and subledgers.
Typical deliverables
- Reconciliation policy mapping
- Formats & profiles
- Auto-rec & matching rules
- Data loads
- Dashboards & reports
- User & admin training
Profitability & Cost Management
Know what really drives cost and margin.
Profitability and Cost Management in Oracle Cloud EPM allocates costs and revenue through traceable, rule-based models. We build allocation models that finance can explain, from cost pools and drivers through to customer, product and channel profitability.
Shared-service cost allocation, product and customer profitability, and management P&Ls by segment.
What we help with
- Allocation design. Cost pools, drivers and multi-tier allocations that reflect how resources are really consumed.
- Rules & rule sets. Maintainable calculation rules with clear ordering and documentation.
- Traceability. Rule balancing and trace analysis that show how every cost moved through the model.
- Profitability reporting. Dashboards, profit curves and Smart View reports for margin by customer, product, channel or region.
- PCM Agent & IPM Insights. Natural-language help with rules and traces, plus alerts on anomalies, trends and forecast bias.
- Migration & tuning. Move legacy HPCM or older PCM applications forward, and speed up calculations with better rule design.
Typical deliverables
- Allocation methodology
- Configured PCM model
- Rules & rulesets
- Profitability dashboards
- Model documentation
- Training
Narrative Reporting
Numbers and narrative, assembled and approved in one place.
Narrative Reporting brings data and commentary together in report packages, with authoring, review and sign-off phases built in. It replaces emailing Word and PowerPoint files around with one controlled, collaborative process.
Board books, management packs, investor reporting and any document many contributors must assemble and approve.
What we help with
- Report packages. Doclet structure, ownership and versioning for collaborative documents.
- Author, review & sign-off. Phased workflows with due dates, reviewer comments and formal approval.
- Office integration. Author, review and approve doclets in Microsoft Word through Smart View, with refreshable EPM data.
- Embedded reports. Charts and grids that refresh from EPM data instead of being pasted in.
- Regulatory & XBRL. Tagging, validation and XBRL or iXBRL filings from report packages (separate Oracle subscription).
- GenAI narratives. Draft commentary on exceptions, causes and comparisons directly within reports.
- Security & audit. Access by section and a full record of who changed what.
Typical deliverables
- Report package design
- Doclet templates
- Review & sign-off workflow
- Embedded reports
- Contributor training
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EPM Reporting
Financial statements and management reports across your EPM applications.
EPM Reports, Books, Smart View and Dashboards give every EPM application a consistent reporting layer. We build report libraries that finance trusts, and move legacy Financial Reporting content forward.
Financial statements, operational and management reports, and Excel-based analysis across Planning, FCCS, PCM and more.
What we help with
- Report libraries. Financial statements, variance and operational reports with consistent formatting.
- Books & bursting. Report books and bursting definitions that distribute packs by entity or owner.
- Smart View. Ad hoc grids, refreshable templates and management reporting packs in Excel.
- Dashboards. Visual summaries for executives with drill-through to detail.
- Legacy migration. Convert Financial Reporting and other legacy reports into EPM Reports.
- Report governance. Folder structure, naming and security so the library stays usable as it grows.
Typical deliverables
- Report inventory
- Statement & management reports
- Books & bursting
- Smart View templates
- Executive dashboards
- Migration of legacy reports
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Integrations & Automations
Data that arrives on time, and processes that run themselves.
An EPM application is only as good as the data feeding it. We connect Oracle EPM to Fusion ERP, other ERPs, data warehouses and files, and automate the repeatable work around each cycle.
Recurring data loads, close and forecast cycles with many manual steps, and multi-application EPM landscapes.
What we help with
- Data Integration. Mappings, validations and drill-back from source systems into EPM applications.
- Fusion ERP integration. Direct integration with Fusion GL balances, journals and metadata.
- EPM Integration Agent. Secure extracts from on-premises databases and applications.
- Pipelines & scheduling. Multi-step pipelines that load, calculate and report in one run, with notifications.
- EPM Automate & REST. Scripts and API calls for backups, metadata updates and cross-application data movement.
- Monitoring. Alerts and logs so failures are caught before users notice.
Typical deliverables
- Integration design
- Data mappings & validations
- Pipelines & schedules
- EPM Automate scripts
- Monitoring & alerts
- Run book
Start where you are.
A new implementation, a fix for what’s already live, or ongoing help. Every engagement is scoped around the outcome you need.
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01
Assess
Review what you have, what works, and where the gaps are. Leave with a clear, prioritized plan.
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02
Design & build
Configure, develop and document the solution with your team involved at every checkpoint.
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03
Test & go live
Validate numbers against trusted sources, rehearse cutover, and support the first live cycle.
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04
Support & train
Enhancements, troubleshooting and hands-on training so your team can run it with confidence.
Which EPM module is on your mind?
Tell us what you’re working on, and we’ll get back to you with practical next steps.