Is your Chart of Accounts (COA) overly complex and difficult to manage? This session introduces a future-ready approach to COA design in Epicor Financials. Learn how to simplify your structure, leverage automation, and streamline multi-entity consolidation. We’ll share industry best practices for segment design and demonstrate how AI-assisted account mapping can accelerate migrations and reduce errors. In this session, you will learn:

• How to simplify COA and segment design for clarity and efficiency
• Automation techniques for managing COA and consolidations
• Best practices by industry for optimal COA structure
• How AI-assisted account mapping speeds up migrations and improves accuracy