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Infor Enterprise Performance Management

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What Infor Enterprise Performance Management is

Infor Enterprise Performance Management (EPM) brings finance planning, budgeting, consolidation, reporting, and analytics into a unified workspace for the Office of the CFO. It supports driver-based budgets, rolling forecasts, workforce and capital planning, and sales planning. Finance teams can model profit and loss, balance sheet, and cash flow plans, build what-if scenarios, and use workflows to coordinate planning. For consolidation, EPM combines financial data across legal entities and processes elimination entries and currency conversions. Reporting includes prebuilt packages, self-service analytics, and ad-hoc dashboards; an Excel add-in provides access to EPM data and custom reporting functions. Sales forecasts can align to budgets down to SKU level and use sales data, discount rules, driver calculations, and AI predictions. EPM integrates with ERP solutions to align plans with actuals, and its cloud data integration uses Infor Data Lake and ION. The product supports web, mobile, macOS, API, and self-hosted environments. It is paid, has no free plan, and pricing is available on request.

Who it suits

Infor describes EPM for Office of the CFO teams handling finance, workforce, sales, and capital planning. It may suit organizations that need financial consolidation and reporting alongside planning workflows.

What it does well

  • Supports rolling forecasts and what-if modeling.
  • Consolidates data across legal entities.
  • Offers SKU-level sales forecasting.
  • Includes self-service reports and ad-hoc dashboards.
  • Provides an Excel add-in for EPM data.

What to know first

  • No free plan is listed.
  • Pricing is available on request.
  • Cloud EPM no longer uses Business Vault for integration.

Limits

There is no free plan, and pricing is available on request. Infor EPM in Cloud no longer uses Infor Business Vault or Infor Business Vault Base Data Store for data integration.

Getting started

  1. Visit the Infor EPM website.
  2. Choose a cloud or on-premises environment.
  3. Contact Infor for pricing.
  4. Use Infor Concierge to find support information.

Verdict

Infor EPM combines planning, consolidation, and reporting for finance functions. Consider its range of planning areas and integration approach alongside its paid, quote-based pricing.

Questions

How is Infor EPM priced?

Infor lists its pricing as available on request.

Is there a free plan?

No. Infor EPM is paid and has no free plan.

Which platforms does it support?

Listed platforms are Android, iOS, macOS, web, API, and self-hosted deployment.

Does it support cloud and on-premises environments?

Infor publishes separate documentation for cloud and on-premises EPM environments.

What does it do for financial consolidation?

It combines financial data across legal entities and processes elimination entries and currency conversions.

How does it integrate data in the cloud?

It supports Infor Data Lake as a source and uses ION to move data between source systems and EPM. Infor EPM in Cloud no longer uses Infor Business Vault or Infor Business Vault Base Data Store for integration.

Facts from Infor Enterprise Performance Management's own pages

Access platforms
Infor's documentation lists mobile support areas for Android phones and tablets, iPhones, iPads, and macOS. · docs.infor.com, 11 Oct 2026
Audience
Infor describes EPM as centralizing the Office of the CFO and supporting finance planning, budgeting, reporting, and consolidation. · infor.com, 11 Oct 2026
Budgeting tools
Budgeting and planning include P&L, balance sheet, and cash flow planning, what-if scenarios, modeling tools, and workflows. · infor.com, 11 Oct 2026
Capital planning
Capital expense planning combines capital plans and forecasts with investment, funding, and cash flow impact management in one workflow. · infor.com, 11 Oct 2026
Cloud integration limit
Infor EPM in Cloud no longer uses Infor Business Vault or Infor Business Vault Base Data Store for data integration. · docs.infor.com, 11 Oct 2026
Consolidation
It consolidates financial data from multiple legal entities and processes elimination entries and currency conversions. · docs.infor.com, 11 Oct 2026
Data integration
For cloud data integration, Infor EPM supports Infor Data Lake as a source and uses ION to move data between source systems and EPM. · docs.infor.com, 11 Oct 2026
Deployment
Infor publishes separate documentation for its cloud and on-premises EPM environments. · docs.infor.com, 11 Oct 2026
ERP integration
Infor EPM integrates with ERP solutions and can align plans to actuals. · infor.com, 11 Oct 2026
Excel integration
An Excel add-in provides access to Infor EPM data from Excel worksheets and supports custom reporting functions. · docs.infor.com, 11 Oct 2026
Financial consolidation
Its consolidation tools handle multiple sets of books, elimination entries, and financial statements across legal entities. · infor.com, 11 Oct 2026
Founded
Infor's company history says it was incorporated in 2002 under the name Agilisys. · infor.com, 11 Oct 2026
Free plan
No · infor.com, 23 Sept 2026
Headquarters
Infor lists its global headquarters at 244 Perimeter Center Pkwy NE, Suite 400, Atlanta, Georgia 30346. · infor.com, 11 Oct 2026
Intended users
Infor describes the product as centralizing the Office of the CFO and its capabilities include finance, workforce, sales, and capital planning. · docs.infor.com, 11 Oct 2026
Planning
It supports driver-based budgets, rolling forecasts, workforce budgeting, capital planning, and sales planning. · docs.infor.com, 11 Oct 2026
Planning and budgeting
It supports budgeting and planning, including P&L, balance sheet, and cash flow planning, modeling tools, workflows, and what-if scenarios. · infor.com, 11 Oct 2026
Purpose
Infor EPM is a suite of integrated applications that centralizes the Office of the CFO in a unified digital workspace. · docs.infor.com, 11 Oct 2026
Reporting
Self-service reporting and analytics support prebuilt reporting packages and ad-hoc dashboards. · docs.infor.com, 11 Oct 2026
Sales forecasting
Sales planning supports budget-aligned forecasts down to SKU level, using sales data, discount rules, driver-based calculations, and AI predictions. · infor.com, 11 Oct 2026
Scenario modeling
Yes · infor.com, 23 Sept 2026
Security
Infor Government Solutions provides a multi-tenant production environment following NIST 800-53 security controls and additional FedRAMP guidelines. · docs.infor.com, 11 Oct 2026
Support
Infor directs customers to log in to Infor Concierge for support information. · infor.com, 11 Oct 2026

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