Oracle EPM Cloud is a platform that helps companies with financial planning and analysis, financial close processes, and data management. It contains modules for planning, financial consolidation and close, account reconciliation, enterprise data management, and narrative reporting. The planning module allows driver-based planning for finances, sales, workforce, projects, and more. The financial close module automates close processes like calculations, reporting, and compliance. The reconciliation module manages account reconciliations with workflows and approvals.

1. Oracle EPM Cloud

2. ABOUT Oracle EPM Cloud:-
Oracle EPM Cloud helps you model and plan across finance, HR, supply chain, and sales, streamline the
financial close process, drive better decisions and gain the agility and insights you need to outperform in any
market condition

3. Oracle EPM Cloud Product Modules :-
Planning

4. Planning
● Planning & Forecasting
○ Goal-oriented, driver-based plans, custom
financials, sales & operational models, What-if
modeling and sandbox
● Workforce
○ Plan by employee, job-code using driver-based
planning to accommodate multi-national
workforces, planning wizards for complex
employee expense calculations
● Capital
○ Planning for new capital investment, existing
assets, intangibles, capital expense review
● Projects
○ Streamlined project planning, detailed project
planning, out-of-the-box analysis and reports to
review project performance including ROI, NPV
and EPM
● Scenario Modeling
○ Goal-seek, iterative calculation
logic, instant calculation, impact of
strategic decisions on the bottom
line, balance sheet, cash flow, and
shareholder value.
● Financials
○ Revenue, sales & gross-margin
planning, driver-based and trend-
based expense planning, Integrate
balance sheets fully with income
statements and cash flow

5. Financial Consolidation &
Close
● Quick Start
○ Take advantage of best practice, out-of-the-box functionality for
quick deployments, including dynamic calculations. There is
limited need for customization as cash flow, balance sheet,
income statement, rollovers, calls to action, and more are
automatically calculated.
● Flexible
○ Easily accommodate complex legal and management rollups,
including unique business calculations and reporting
requirements, without the need for complicated scripting.
● Key Performance Indicators Management
○ Automatically track key metrics across the organization.
Leverage out-of-the-box calculations or easily extend to
support business-specific requirements.
● Compliant
○ Leverage a strong compliance
framework including auditing,
segregation of duties, and
transparent calculations.
● Global
○ Leverage GAAP-driven applications
with full currency support,
intercompany eliminations, equity
eliminations, adjustments, and
detailed data source tracking.
● Reporting
○ Easily support new and emerging
regulatory requirements such as
International Financial Reporting
Standard (IFRS) 16, 17, and more.

6. Account Reconciliation
● Tracking
○ Keep track of preparer and approver assignments
for each reconciliation. Use teams to distribute
workflow and ensure efficient and timely
preparation.
● Collaboration and Workflow
○ Gain workflow support for the account
reconciliation process, including monitoring,
reporting, and analysis. Facilitate communication
across distributed organizations and ensure
capture of all audit documentation.
● Comprehensive Reconciliation
Formats
○ Leverage prebuilt reconciliation formats or create
your own, providing a flexible environment for
creating and deploying reconciliation formats
across the enterprise.
● Compliance-Driven Framework
○ Utilize rule-based thresholds for automated
certification and risk assessments.
● Sign-offs and Approvals
○ Get instant visibility into the progress and
status of the reconciliation lifecycle.
● Transaction Matching
○ Flexible matching rules with configurable
tolerances, interactive matching, management
of discrepancies, period-end balancing reports

7. Enterprise Data
Management
● Collate Enterprise Data from
Contributing Applications
○ Use pre-built or custom adapters, import
dimensions, validate viewpoints, automate
using REST APIs
● Curate Changes to Enterprise
Data Elements
○ Use requests to create new or change existing
enterprise data, relationships, and attribute,
validate system checks, model and visualize
request items, submit via single atomic request
● Conform Changes Across
Different Business Perspectives
○ Run validations in real-time, compare alternative
hierarchies, Drag and drop distinct nodes from
source to target viewpoints within and across
applications to harmonize alternate hierarchies
● Consume Changes Among
Downstream Business
Applications
○ Export dimensions and mappings to consuming
applications. Integrate with one or more
connections for registered applications or
download to file for consumption in target
applications.

8. Narrative Reporting
● Information Access
○ Seamless Leverage of Existing Documents, Data Sources, and Reporting Content, Easy Integration with Oracle and
Non-Oracle Sources, Native Web-Based Report Writer, Data Integrity Throughout the Report
● Authoring
○ Intuitive and Flexible Authoring Environment Using Microsoft office, Document Lifecycle Management and Control,
Integrate Structured and Narrative Content
● Review & Commentary
○ Perform review cycles and commentary for individual report sections as well as the entire report package, Anchor
commentary against content in the report
● Publishing & Delivery
○ Access reports via mobile, web, or Microsoft Office, Books of Managerial and Financial Reports, Securely Distribute
Report Content to Stakeholders
● Regulatory Reporting
○ Manage and design base and extension XBRL taxonomies, Easily perform XBRL tagging in Microsoft Word and
Excel, Validate XBRL tagging with taxonomy schema rules and calculations, Publish in XBRL, iXBRL, SEC EDGAR
HTML, and PDF formats

9. THANK YOU