Affinity Federal Credit Union Epicor Financial Services Implementation

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Affinity Federal Credit Union Epicor Financial Services Implementation

Case study showing how Affinity Federal Credit Union replaced its outgrown XP Systems accounting module with Epicor for Financial Services to gain better analytics, automated reporting, and procurement controls.

Published

June 4, 2026

Read time

3 min read

Source

Affinity Federal Credit Union, a $1.3 billion asset financial services organization, implemented Epicor for Financial Services to address limitations in financial reporting and budgeting. The solution integrated nightly with XP2 loan and deposit systems, automated journal entries, and delivered drill-down transaction detail to the member level. Results included five days saved on month-end reporting, two-day faster close cycles, and real-time budget-to-actual visibility by cost center.

Key takeaways

Nightly integration with XP2 eliminated manual data re-entry for financial reporting

Automated journal entries and Excel uploads shortened monthly close by two days

Drill-down from GL accounts to individual member transactions improved analysis speed

Epicor Procurement workflow delivered tighter spending controls and approval automation

Real-time budget-to-actual reporting replaced manual cost center analysis

Market overview

SCR methodology note

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