4-Week EPM Pilot · from $25,000

Prove consolidation on
your numbers in four weeks.

A fixed-scope, paid pilot that stands up a real consolidation on your own GL — and, for SAP S/4HANA, engineers the connector during the engagement. No open-ended SOW, no 18-month implementation. You bring ERP access; we bring the engine and the delivery.

Who it's for

Built for SAP S/4HANA
and Dynamics 365 F&O groups.

The pilot is the right entry point when you need to see a defensible consolidated close on your own data before committing to a platform — especially when SAP is involved and the connector has to be built.

01

SAP S/4HANA finance teams

You want off SAP-EPM pricing and lock-in but need the S/4 connector proven on your OData services first. The pilot funds and delivers exactly that.

02

Dynamics 365 F&O groups

The D365 F&O connector already exists — extract and budget writeback. The pilot validates it on your tenant and stands up your first consolidation scenario.

03

Mixed-ERP groups

One division on SAP, another on Dynamics or ERPNext. The pilot proves the ERP-agnostic engine consolidates them into one model.

The four weeks

A structured path
from access to signed-off close.

Fixed scope, weekly milestones. Most of it is version-controlled SQL, so every step is reviewable and repeatable.

W1

Connect & Extract

Wire the ERP source — SAP S/4 OData adapter built, or D365 F&O connector validated — and pull GL, entities and dimensions into ClickHouse.

OData · Airbyte
W2

Model & Map

Map the chart of accounts and entity structure into the consolidation model. Define the target trial balance and =EPM() measures.

dbt · ClickHouse
W3

Consolidate

Configure one consolidation scenario — ownership, IC eliminations, FX — and run it. Reconcile the result against your known numbers.

Consolidation Engine
W4

Verify & Hand Over

Green dbt assertion suite on your data, Excel =EPM() reporting live, and a decision pack: hosted, self-host, or extend.

=EPM() · dbt test
What you bring · what you get

No surprises on either side.

SAP

SAP S/4HANA — customer checklist

  • OData service endpoint (GL line-item / company-code services) reachable from the pilot tenant
  • OAuth client or technical / communication user with read scope on the GL services
  • Company codes & ledgers in scope for the pilot
  • SAP Basis / BTP contact for service activation & network access
D365

Dynamics 365 F&O — customer checklist

  • D365 F&O environment URL with OData enabled
  • Azure AD (Entra) app registration with read scope; client credentials
  • Legal entities in scope; main account & financial dimension structure
  • For budget writeback: a registered connector with write credentials (validated during onboarding)
Pilot deliverables — and what's out of scope.
  • In scope: hosted pilot tenant · GL + entities loaded · Excel =EPM() · one consolidation scenario · connector setup · dbt assertion suite
  • SAP S/4 only: connector engineering (OData adapter) delivered during the pilot
  • Out of scope: unlimited entities · full statutory reporting pack · multi-year support

Those out-of-scope items are addressed after the pilot — in a hosted subscription or a self-hosted rollout — once the model is proven on your data.

Pilot pricing

From $25,000, one-time.
Fixed scope, four weeks.

A pilot is the typical first step for SAP and mixed-ERP groups. Final pricing depends on the ERP, entity count and connector work. Figures are typical starting points, not binding quotes.

Self-hosted
$0MIT open source · self-operated

Run the open-source engine yourself. Dynamics 365 F&O & ERPNext connectors included; plan for ~0.3–1 FTE of ops.

View on GitHub
4-Week Pilot
From $25Kone-time · fixed scope

Hosted tenant, one consolidation scenario on your data, connector setup, dbt assertions. SAP S/4 connector engineered during the pilot.

Scope a Pilot
FAQ

Pilot questions,
answered straight.

Is the SAP S/4HANA connector already built?

Not as a self-serve download. The S/4HANA adapter is engineered during the pilot against your OData services — you provide the endpoint and authentication, we build and validate the extract. The pilot funds that connector engineering. Dynamics 365 F&O and ERPNext connectors already exist.

What does the pilot cost?

From $25,000 one-time for the fixed scope above. Final pricing depends on ERP, entity count and connector work — we'll scope it with you on the call.

What's out of scope?

Unlimited entities, the full statutory reporting pack, and multi-year support. Those come after the pilot, in a hosted subscription or self-hosted rollout.

What happens after four weeks?

You get a working consolidation and a decision pack. Move to managed Hosting (from $3,500/mo), self-host the MIT engine, or extend the scope — your call, no lock-in.

=EPM("Pilot", "YourGroup", "4Weeks")

Ready to prove it
on your own close?

Book a 30-minute call. We'll scope a 4-week pilot against your ERP — SAP S/4HANA or Dynamics 365 F&O — and show you a real consolidation model, not slides.