Case Study: Castle Pines Capital achieves real-time, flexible financial reporting with Epicor XL Connect (Epicor)

Castle Pines Capital Uses Epicor XL Connect for all of their Financial Reporting Needs

Castle Pines Capital (CPC), a privately held channel-finance firm based in Englewood, Colorado, struggled with a cumbersome, inflexible financial reporting tool that required manual workarounds and made it difficult to produce timely, customized reports for management, shareholders, and lenders.

CPC adopted Epicor XL Connect integrated with Epicor ERP, giving users a live Excel data link for real-time report authoring and dashboards. The solution sped report creation, enabled flexible formatting, simplified monthly package updates, reduced errors through easy data refreshes, and delivered richer, more navigable financial statements that senior management and shareholders praised.

Castle Pines Capital

Laurie Stanco

Director of Finance, Castle Pines Capital