Customer service
Answer from live Epicor data
Status, pricing and availability questions answered from the inbox, against live data.
Purpose-built for Epicor KineticThe end of manual data entry in Epicor
Fluent’s AI agents read the orders, invoices and packing slips landing in your inbox. They extract every field, validate it against Epicor and post clean transactions. Your team reviews the exceptions.
Trusted by leading manufacturers
Processing thousands of documents into Epicor every month
90%faster than manual data entry
Secondsfrom inbox to drafted Epicor transaction
95%+field-level extraction accuracy
Daysto go live
About us
Decades of Epicor and manufacturing experience in every agent
Fluent is built by Technology Coast Partners, an Epicor Platinum Partner that has been implementing Epicor for mid-size manufacturers for over twenty years.
That experience is what the agents codify: how a part resolves when a customer orders under their own number, which unit a quantity is denominated in, and what has to stop and wait for a person. Every one of those answers came out of real implementations rather than a specification.
More about Technology Coast Partners- 20+
- years
- 600+
- implementations
- Platinum
- Epicor partner
- 100%
- manufacturing and distribution
The difference
No templates, no field mapping, no model training
Legacy document capture is configured per layout: a template for each vendor, a coordinate for each field, a model retrained when the paperwork changes. Fluent is configured in written instructions, and rewriting them changes what it does.
Legacy OCRAgentic automation
Templates
A template for every vendor, layout and document type
Reads each document the way a person does, whatever the layout
Field mapping
Fields found by position, so a moved column breaks extraction
No coordinates. It consults live Epicor data before it writes
Model training
Models retrained on samples whenever a design changes
Corrections become instructions, so it improves without retraining
Exceptions
Exceptions fall out to a queue for manual keying
Reasons through variations and exceptions instead of failing
Changing behavior
Behavior changes through a configuration project
Behavior is set in written instructions you control
How you run it
Your business rules, in plain language
- 01Connect itGive it governed access to the Epicor tools and information each workflow requires.
- 02Instruct itDescribe your process in plain language, the way you’d train a new hire.
- 03Trust itDefine approvals, permissions, validations, and escalation boundaries.
- 04Expand itReuse the same platform across order entry, AP, shipping, time entry, and more.
Document automation
Start with one screen. Finish the cycle.
Procure to pay
AP Invoice Entry
Supplier invoices arrive as PDFs, scans or EDI and post as AP invoices, matched two-way or three-way against the purchase order and the receipt, with discrepancies flagged and amounts left in the currency the supplier billed. A reviewed invoice can file into Epicor ECM instead of the ERP when that is where it belongs.
Learn moreOrder to cash
Order Entry
Customer purchase orders arrive in the order desk inbox and post as Epicor sales orders. Customers, parts, ship-tos, pricing, terms and units of measure resolve against live master data rather than being guessed at, and anything the agent cannot resolve, a new ship-to address for instance, is held for a person instead of invented.
Learn moreProcure to pay
Receipt Entry
Packing slips are received against the purchase order line by line, the moment the paperwork arrives, in the unit the supplier shipped in. Epicor converts to your inventory unit, so nobody at the dock is keying quantities. Each line is matched to the specific purchase order release it belongs to, and a line that does not match is left for a person rather than forced through.
Learn moreQuote Entry
Order to cash
Requests for quote, configurable parts included. The agent works the Epicor product configurator question by question and records every answer.
Customer Shipment
Order to cash
Dispatch paperwork with lines matched back to the order they belong to, so the shipment closes the right release.
AR Invoice Entry
Order to cash
Customer invoices and credit memos posted with their lines and charges, so billing is not waiting on a person to type them.
Cash Receipts Entry
Order to cash
Payments arrive as cash receipt drafts, applied to the invoices they settle.
PO Entry
Procure to pay
Requisitions and supplier confirmations drafted against the right buyer, terms and supplier record, ready for a buyer to approve.
Time Entry
Shop floor
Timesheets and shop-floor notes, handwritten sheets included, booked as labor against the right job and operation.
Issue Material
Shop floor
Job material resolved from a description or a part hint, so an issue does not wait on someone knowing the part number.
See all agentsQuote, PO, AR Invoice, Cash Receipts, Customer Shipment, Time, Issue MaterialBeyond documents
Ask Epicor instead of opening it.
Business intelligence
Execute BAQs
Ask in plain language and the agent picks the right BAQ, sets the parameters and answers from the rows.
Ad-hoc analysis
Run dynamic queries
One-off questions run through Epicor’s own engine and persist nothing. No BAQ to clean up after.
Reporting
Generate BAQ reports
The Monday report renders through Epicor’s own SSRS engine and arrives by email when it is ready.
Development
Create BAQs
Describe the query once and Epicor saves a real BAQ, with an ID anyone can run by name.
Development
Look up Epicor APIs
Agents read the OpenAPI definitions off your instance, so they work from your customizations.
Governance
Autonomy you can hand to an auditor
Every agent operates inside boundaries you define. Every action it takes is recorded, explainable, and reversible before it posts.
Approval thresholds
Low-risk orders post automatically; high-value or unusual ones wait for a person.
Audit logs
Every field the agent read, every decision it made, on the record.
Data retention
Your documents and data stay under retention policies you control.
Epicor validation
Transactions are validated by Epicor’s own business logic before they post.
Human review
Exceptions escalate to your team with the agent’s reasoning attached.
Permissions
Agents only touch the business objects and companies you allow.
Customers
What customers are saying
“My dreams have been answered. … Check out Fluent. 10/10 customer service & ease of use!”
Bonnie KlassenPresident, Klassen Custom Metal Fabrication5agents in production
64 secaverage review time
98.6%extraction accuracy
“We started our implementation call at 4:30 yesterday. First sales orders processing by 4:50. Minimal mistakes out the box.”
“The Fluent team got connected very quickly and orders are flowing well. Some mistakes, but easy to resolve with some agent tweaks. Really impressive platform.”
Getting started
Go live without an implementation project
Process your first documents in the opening session. Every step runs on your own documents in your own Epicor instance, and nothing is committed until you have seen it work.
- 01
Book a demo
Send a batch of your own documents. Our Epicor specialists run them and show you what an agent drafts, and what it hands back for a person to decide.
- 02
Onboard in two meetings
One session with your Epicor administrator and IT to connect the instance and pick the agent for your trial. A second one trains the people who will approve the drafts.
- 03
Run one agent for 30 days
A focused trial on a single agent, against your own Epicor instance. A credit balance is included, and you only start paying when the trial converts.
- 04
Go live
Keep the agent if it earned its place, and add the next workflow when your team is ready for it.
- No separate services agreement
- Deploying Fluent is not a consulting engagement. There is nothing to scope, staff or sign alongside the subscription.
- A dedicated customer success manager
- One person who knows your instance, in regular sessions to tailor the agent instructions to the way your team actually works.
Ready to Save Hours Every Week?
Send us a batch of sample documents. Our Epicor specialists will show you what an agent can automate, and what still needs your judgment.
