--- title: "EPIC Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about EPIC Software - reviews, pricing plans, popular comparisons to other Other Finance & Accounting Software products and more." source_url: "https://www.capterra.com/p/16868/CCRM/" page_type: "product" language: "en" --- # EPIC Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) EPIC ## What is EPIC? Counterparty, credit, contract & collateral risk management solution for risk managers, traders, and credit risk officers. ## What is EPIC used for? [Reporting](https://www.capterra.com/reporting-software/)[Other Finance & Accounting Software](https://www.capterra.com/other-finance-accounting-software/)[Financial Reporting](https://www.capterra.com/financial-reporting-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for EPIC?[Manage this product listing](https://www.g2.com/products/rpm-platform/claim_requests/new?auto=true) ## EPIC Overview Updated September 2026 AI summary EPIC provides midsize and enterprise organizations with financial reporting and accounting capabilities, supporting functions like general ledger management, financial analysis, and customizable reporting. The platform includes features such as audit trails, self-service reporting, real-time data, and data visualization, with options for API integration and compliance management. EPIC is available as a cloud, web-based, or Windows solution. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### EPIC 4.0 (1) VS. [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (1) Ease Of Use 4.2 (643) Value For Money 0.0 (0) Value For Money 4.0 (550) Customer Service 4.0 (1) Customer Service 4.0 (582) ## EPIC alternatives [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [Oracle Fusion Cloud ERP](https://www.capterra.com/p/274950/Oracle-Fusion-Cloud-ERP/) [4.3 (73)](https://www.capterra.com/p/274950/Oracle-Fusion-Cloud-ERP/reviews/) Starting price $50000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/274950/Oracle-Fusion-Cloud-ERP/) [Validis](https://www.capterra.com/p/173875/Validis/) [4.3 (3)](https://www.capterra.com/p/173875/Validis/#reviews) Starting price $1.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 67% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/173875/Validis/) Highest Rated [Adaptive from Workday](https://www.capterra.com/p/130072/Adaptive-Insights/) [4.5 (235)](https://www.capterra.com/p/130072/Adaptive-Insights/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/130072/Adaptive-Insights/) ## FAQs about EPIC Overview ### What company size and specific industries is EPIC built for? EPIC is designed for mid-sized to large organizations that need support for finance and credit functions. It targets chief financial officers, chief risk officers, vice presidents of finance, credit analysts, credit controllers, credit managers, finance managers, senior financial accountants, and heads of financial accounting. Features and Usability ### What are the key features of EPIC? EPIC offers risk management, enterprise risk management, and market, credit, operational, and interest rate risk management features. It also includes audit trail, audit management, compliance management, access controls and role-based permissions, plus real-time analytics, reporting and statistics, customizable reports, dashboards, data import/export, and third-party integrations. Integrations ### Which third-party tools and platforms does EPIC integrate with? EPIC integrates with 10 third-party tools and platforms, including analytics and reporting tools such as Alteryx Designer, Databricks, Power BI Connector for Jira, Power BI Connector for ServiceNow, and Tableau. It also connects with NetSuite, ServiceNow, Wrike, SAP Integration Suite, and SAP Service Cloud. Getting Started and Support ### What training and onboarding options does EPIC offer? EPIC provides in person training, live online sessions, documentation, and videos. In person and live online formats support guided instruction, while documentation offers written reference material and videos provide visual walkthroughs for reviewing features and setup steps. Getting Started and Support ### What customer support options does EPIC offer? EPIC offers phone support and chat for customer assistance. No reviewer feedback is available on support quality, response times, or common issues, so user experience with these channels cannot be described from the catalog data alone. ## Features AI summary Based on 5,408 Other Finance & Accounting Software reviews Capterra reviewers highlight these as the features buyers care about most when choosing financial reporting software: - **Accounting** (**64%** of reviewers rated this feature as critical) - **Income & Balance Sheet** (**59%**) - **Profit/Loss Statement** (**58%**) EPIC includes **Income & Balance Sheet**, giving finance teams a clear view of company performance and financial position. However, it does not include **Accounting** or **Profit/Loss Statement**. Instead, it offers other important capabilities that reviewers also value, including **Bank Reconciliation** (**58%**) and **General Ledger** (**52%**). These features help businesses maintain accurate records, match transactions efficiently, and keep financial data organized, providing teams with the information they need to monitor cash flow and support reporting decisions. Access Controls/Permissions Define levels of authorization for access to specific files or systems Accounts Payable Track money owed to a company's creditors/suppliers Accounts Receivable Track outstanding invoices and the money owed from clients Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Ad hoc Reporting Generate one-off reports that meet information requirements Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges EPIC 31 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounts Payable: Track money owed to a company's creditors/suppliers - Accounts Receivable: Track outstanding invoices and the money owed from clients - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Ad hoc Reporting: Generate one-off reports that meet information requirements - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Customizable Reports: Alter the layout and content of reports - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Connectors: Connect to big data sources - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Reporting: Generate reports to assess the financial performance of an organization - General Ledger: Centralized accounting record which tracks all financial transactions - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Multiple Data Sources: Allows users to manage data from a number of sources - OLAP: Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Self-Service Reporting: Allow users to create their own reports and financial statements - Third-Party Integrations: Set up connections to third-party platforms to improve business processes --- Get Advice We can help you find the software with the features you need. Features 4.0 (1) 4.0 Based on 1 reviews ## Pricing ### Starting price Free trial not available ## Integrations [ Wrike](https://www.capterra.com/p/76113/Wrike/)[ Tableau](https://www.capterra.com/p/208764/Tableau/)[ NetSuite](https://www.capterra.com/p/135757/NetSuite/)[ ServiceNow](https://www.capterra.com/p/254088/ServiceNow/)[ Alteryx Designer](https://www.capterra.com/p/145696/Alteryx-Designer/)[ SAP Access Control](https://www.capterra.com/p/81249/GRC-Access-Control/)[ Databricks](https://www.capterra.com/p/148499/Databricks/)[ SAP Build](https://www.capterra.com/p/10004628/SAP-Build/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.0 (1) 4.0 Based on 1 reviews ## User reviews Overall rating 4.0 Based on 1 reviews Filter by rating 5(0) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent PH patrick H. Registered nurse Hospital & Health Care ### "Good software" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 February 6, 2020 In general we are happy with this software and satisfied Pros We switched to epic to better integrate pin across a wide platform of specialities. This has worked well Cons Occasional builds provide undesired outcomes and require subsequent rebuilds which cost time and other resources Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.