Case Study: Affinity Federal Credit Union achieves faster month-end closes and tighter spending controls with Epicor for Financial Services

Affinity Federal Credit Union - Customer Case Study

Affinity Federal Credit Union, a not‑for‑profit cooperative based in Basking Ridge, NJ with over 115,000 members and $1.3B+ in assets, outgrew its XP Systems accounting module as competition increased. The credit union needed integrated financial reporting, budgeting and procurement controls with drill‑down analytics and seamless integration to XP2 to improve efficiency, accuracy and strategic financial analysis.

Affinity implemented Epicor for Financial Services integrated with XP2 and Epicor Procurement, automating journal entries, reporting and approvals. The change cut month‑end compilation by five days and the close process by two days, reduced manual data‑entry hours, tightened spending controls, enabled real‑time budget‑to‑actual reporting and freed the finance team to focus on higher‑value analysis and member‑focused cost savings.

Affinity Federal Credit Union

Georgiann Bird

Controller, Affinity Federal Credit Union