# EPIC Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about EPIC Software - reviews, pricing plans, popular comparisons to other Financial Reporting products and more.

Source: https://www.capterra.com/p/16868/CCRM

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# 

 EPIC Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 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/)[Financial Reporting](https://www.capterra.com/financial-reporting-software/)[Accounting](https://www.capterra.com/accounting-software/)

Top alternative

Featured

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

### Starting price

Free trial not available

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## 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.

[4.4 (3,307)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting Price

Contact vendor

Starting Price

$25

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.0 (1)

Ease Of Use

4.4 (7,709)

Value For Money

0.0 (0)

Value For Money

4.2 (6,618)

Customer Service

4.0 (1)

Customer Service

4.0 (6,322)

## EPIC alternatives

[4.2 (2,052)](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

[4.3 (711)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

[4.0 (608)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/)

Starting price

$124.42

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

76%

of reviewers

rated it above 4 stars

[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)

[4.3 (8,475)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/)

Starting price

$38.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

## FAQs about EPIC

Overview

### What company size and specific industries is EPIC built for?

EPIC is designed for mid-sized to large organizations with finance and credit functions, including companies that employ 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, trade tracking, and financial reporting features, along with accounts payable, accounts receivable, and general ledger support. It also includes audit trail, compliance management, role-based permissions, real-time analytics, customizable reports, data connectors, and third-party integrations for monitoring, analysis, and control.

Talk to an expert

### More questions?

Ask our experts

Integrations

### Which third-party tools and platforms does EPIC integrate with?

EPIC integrates with 15 third-party tools and platforms, including ServiceNow, Tableau, Wrike, NetSuite, Databricks, and Alteryx Designer. It also connects with SAP Integration Suite, SAP Service Cloud, SAP Build, SAP Access Control, SAP Enterprise Asset Management, SAP Trade Management, SAP license management, and Power BI Connector for Jira and ServiceNow.

Getting Started and Support

### What training and onboarding options does EPIC offer?

EPIC provides in person training, live online sessions, documentation, and videos to help teams get started. In person and live online formats support guided instruction, while documentation and videos provide self-paced reference materials for setup, feature review, and ongoing learning.

Getting Started and Support

### What customer support options does EPIC offer?

EPIC offers phone support and chat for customer assistance. No reviewer feedback about support is available in the catalog data, so user experience details such as response times, helpfulness, or common frustrations cannot be assessed from the provided information.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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 30 features

Define levels of authorization for access to specific files or systems

Track money owed to a company's creditors/suppliers

Track outstanding invoices and the money owed from clients

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Generate one-off reports that meet information requirements

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

A record of all activities within the system, including user access, changes made, etc.

Compare and match accounting/financial records with corresponding bank statements

Provides a channel for team members to share AI models, media files, communicate, and work together

Track and manage adherence to policies for any service, product, process, or supplier

Alter the layout and content of reports

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Creation and customization of dashboards

Connect to big data sources

Import and export data to and from software applications

Graphical representation of data

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Generate reports to assess the financial performance of an organization

Centralized accounting record which tracks all financial transactions

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Allows users to manage data from a number of sources

Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Receive data and information in real time

Active reporting of data and metrics

View and track pertinent metrics to find patterns and gain insights from data

Allow users to create their own reports and financial statements

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.

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