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General
What is EPA?
EPA (Excel Process Automation) is an enterprise platform that automates Excel-based workflows. It connects databases directly to Excel, eliminates manual copy-paste processes, and provides real-time data query, aggregation, and reporting capabilities.
How do I get started with EPA?
Simply sign up for a 14-day free trial — no credit card required. You'll get access to all features so you can experience the full platform. Our Getting Started Guide walks you through the first steps.
Do I need to install any software?
For the Cloud plan, no installation is needed — EPA runs in your web browser. For the Enterprise On Premise plan, our team handles the setup on your company's servers.
What industries does EPA serve?
EPA is used across manufacturing, financial services, construction, public sector, retail, trading, and energy industries. Any organization that relies on Excel-based reporting and data processing can benefit from EPA. See our Use Cases for details.
Features
What file formats does EPA support?
EPA supports Excel files (.xlsx, .xls), CSV files (.csv), and can export to various formats including PDF, Excel, and CSV. It works seamlessly with your existing Excel files without requiring format changes.
Can EPA connect to our existing databases?
Yes. EPA connects to major databases including Oracle, MS SQL Server, MySQL, PostgreSQL, and more. Data flows directly from your database into Excel templates in real-time, eliminating manual data extraction and copy-paste.
Does EPA replace my existing Excel files?
No. EPA enhances your existing Excel workflows — it doesn't replace them. You keep using the Excel files, formulas, and templates you already have. EPA adds automation, real-time data connectivity, and collaboration on top of your current setup.
Can I share workflows with my team?
Yes. EPA supports team collaboration with role-based access control. You can share workflows, templates, and data sources with team members while maintaining proper permissions and audit trails.
How does EPA handle large datasets?
EPA is designed for enterprise-scale data. It processes large volumes by querying data at the database level and only pulling the results into Excel, avoiding the memory limitations of traditional Excel workbooks. Data aggregation and transformation happen server-side for optimal performance.
Pricing & Plans
What plans are available?
EPA offers three plans: Personal for individuals, Teams for growing departments, and Enterprise for organization-wide deployment. Enterprise includes on premise options and dedicated support. Visit our Pricing page for details.
Can I change or cancel my plan?
Plan changes (upgrades or downgrades) can be made at any time. For more details regarding billing, cancellation, or any plan-related inquiries, please contact our team directly.
Security
Is my data secure?
Absolutely. EPA uses enterprise-grade encryption for data in transit (TLS 1.2+) and at rest (AES-256). We comply with industry security standards and never share your data with third parties. Enterprise customers can also deploy EPA on their own servers for full data control.
Can EPA be deployed on premise?
Yes. The Enterprise plan includes an on premise deployment option, allowing you to host EPA within your own infrastructure. This is ideal for organizations with strict data sovereignty requirements or regulatory compliance needs.
Support
What support options are available?
All plans include email support. Teams and Enterprise plans include priority support with faster response times. Enterprise customers get a dedicated account manager and direct phone support. Visit our Support page to reach us.
Do you offer training or onboarding?
Yes. We offer self-service tutorials and documentation for all users. Teams and Enterprise customers can also request live onboarding sessions, workshops, and EPA certification programs to ensure your team gets up to speed quickly.
Still Have Questions?
Can't find the answer you're looking for? Our support team is ready to help you with any questions about EPA.