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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Experience the ultimate platform for group collaboration with GenAI, seamlessly integrating leading AI models, more than 1,000 personalized GPTs, your documents, and your whole team into an extraordinary GroupChat. This innovative solution not only enhances teamwork but also prioritizes security and ease of use.

Description

EPIC by HOC is a robust, AI-enabled platform tailored for the evolving needs of the modern Office of the CFO. Designed with flexibility in mind, EPIC empowers finance teams to automate processes, unify data across systems, and gain real-time, actionable insights—without overhauling existing infrastructure. Whether you're struggling with fragmented reporting, multi-entity data silos, or delayed decision-making, EPIC serves as a centralized financial intelligence hub to streamline operations and enhance control. Built for Finance Teams: - Automate GL postings, reconciliations & compliance workflows - Seamlessly integrate with ERP, ETRM & other systems - Ask finance questions in plain English via NLQ (Natural Language Query) - Leverage AI-like analysis to identify trends, risks & savings opportunities Why Choose EPIC? ✅ Seamless Integration with Existing Systems ✅ Centralized Multi-Entity Data Management ✅ Flexible, Real-Time Reporting ✅ Audit-Ready Accuracy & Speed ✅ Minimal Manual Intervention ✅ Tailored to Your Business Processes With 20+ years of experience serving the Energy and Financial Services industries, HOC delivers enterprise-grade solutions you can trust. Get in touch with us to know more.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Alteryx No 
Blackbaud Altru Yes 
CXL No 
CombineHealth AI No 
Greenspace Health No 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
IBM Cloud SAP No 
Microsoft Power BI No 
MyCabinet School Health No 
NetSuite No 
PACScribe No 
RevMaxx AI No 
Salesforce Yes 
Shopify Yes 
SignalPGx No 
Tableau No 
WooCommerce Yes 
Workiva No 
Wrike No 

Integrations

Alteryx Yes 
Blackbaud Altru No 
CXL Yes 
CombineHealth AI Yes 
Greenspace Health Yes 
HubSpot CRM No 
HubSpot Customer Platform No 
IBM Cloud SAP Yes 
Microsoft Power BI Yes 
MyCabinet School Health Yes 
NetSuite Yes 
PACScribe Yes 
RevMaxx AI Yes 
Salesforce No 
Shopify No 
SignalPGx Yes 
Tableau Yes 
WooCommerce No 
Workiva Yes 
Wrike Yes 

Pricing Details

$14.99 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

On Demand. Includes one-time implementation plus user based annual licensing
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

boodleAI

Founded

2016

Country

United States

Website

boodlebox.ai/

Vendor Details

Company Name

HOC Inc.

Founded

1999

Country

United States

Website

hoc.com/epic/

Product Features

Collaboration

Brainstorming No 
Calendar Management No 
Chat / Messaging No 
Contact Management No 
Content Management No 
Document Management No 
Project Management No 
Real Time Editing No 
Task Management No 
Version Control No 
Video Conferencing No 

Product Features

Financial Reporting

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting No 
General Ledger Yes 
Income Statements Yes 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement Yes 

Financial Risk Management

Compliance Management Yes 
Credit Risk Management Yes 
For Hedge Funds Yes 
Liquidity Analysis No 
Loan Portfolio Management No 
Market Risk Management Yes 
Operational Risk Management Yes 
Portfolio Management No 
Portfolio Modeling No 
Risk Analytics Benchmarks Yes 
Stress Tests No 
Value At Risk Calculation No 

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