Castle Pines Capital Financial Reporting with Epicor XL Connect

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Castle Pines Capital Financial Reporting with Epicor XL Connect

Case study showing how Castle Pines Capital replaced inflexible reporting tools with Epicor XL Connect integrated to Epicor ERP for real-time financial statements.

Published

June 4, 2026

Read time

3 min read

Source

Castle Pines Capital, a channel financing provider, needed flexible financial reporting that worked inside Excel without manual workarounds. Epicor XL Connect provides a live link to their Epicor ERP data, enabling instant report authoring, real-time refreshes, and consistent formatting across income statements, balance sheets, and management dashboards. Finance users now create and distribute accurate monthly packages faster with reduced errors.

Key takeaways

Epicor XL Connect delivers live ERP data directly into Excel for real-time reporting

Report formatting and customization are fully flexible without system manipulation

Monthly financial packages and dashboards refresh with minimal effort and fewer errors

Adoption increased because users already know Excel and need little IT support

Senior management and shareholders receive more detailed, navigable reports

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