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ease
features
design
support

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Description

Epicor Financials provides businesses with control and automation of all finance-related activities. Add-on modules from industry leaders that automate and digitize your accounting and finance processes will extend your team's abilities. Business intelligence and financial planning tools can simplify reporting and decision-making. Modernize your system and stay current while remaining secure in the cloud. -Drive financial planning and operational planning across all departments Connect to multiple data sources and reduce silos Focus on automating workflows for efficiency -Increase collaboration between Finance and Accounting Expand your business globally

Description

Utilizing vaultbox for tracking your net worth is a straightforward method to enhance your financial situation. This platform enables you to consolidate and safeguard all your financial data in a single location. Its advanced legacy management feature permits users to designate personal delegates or professional representatives to retrieve and provide access to their chosen confidants, family members, business partners, or legal advisors. It serves as an effective tool for overseeing your assets and liabilities while giving you a comprehensive view of your overall net worth. As a cloud-based legacy management solution, it functions like a digital safety deposit box, allowing you to securely upload documents that can be accessed from any location. The vaultbox Essential plan equips you with fundamental tools to begin your financial journey, and it comes at no cost. For a more in-depth experience, vaultbox Pro offers expanded storage, enabling you to manage your information with greater detail and precision. Additionally, it unlocks the smart legacy planning capabilities of vaultbox, allowing you to appoint trusted individuals to carry out your wishes effectively. Overall, vaultbox is an invaluable resource for anyone looking to streamline their financial management and ensure their legacy is well-protected.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Epicor BisTrack
Epicor CRM
Epicor Commerce
Epicor ECM
Epicor ECM AP Automation
Epicor Kinetic
Epicor Tax Connect
Lockstep

Integrations

Epicor BisTrack
Epicor CRM
Epicor Commerce
Epicor ECM
Epicor ECM AP Automation
Epicor Kinetic
Epicor Tax Connect
Lockstep

Pricing Details

$13/user monthly (SaaS)
Pricing depends on total users
Free Trial
Free Version

Pricing Details

$4.99 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Epicor Software

Founded

1972

Country

United States

Website

www.epicor.com

Vendor Details

Company Name

vaultbox

Country

Singapore

Website

www.vaultbox.tech/

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounts Payable

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Fixed Asset Management

Asset Budgeting
Asset Lifecycle Management
Audit Trail
Barcoding / RFID
Depreciation Management
Disposal Management
Document Management
Inventory Tracking
Tax Management

Product Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Cloud Storage

Access Control
Archiving & Retention
Backup
Data Migration
Data Synchronization
Encryption
File Sharing
Version Control

Digital Asset Management

Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
File Conversion
Metadata Management
Mobile App
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Alternatives

Alternatives

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