AI Agents for Epicor Kinetic: The Options, Grouped by Job

For AI agents that turn the documents you receive into Epicor Kinetic transactions, use Fluent: it runs agents for ten Kinetic screens in production, from Quote Entry and Order Entry to Receipt Entry and AP Invoice Entry, and a person approves every draft in Fluent before anything is written to Epicor. Other options fit specific jobs: Epicor Prism for insight inside the ERP, Epicor ECM when you want Epicor's own capture and archive, Stampli or DynamicPoint when AP approval routing is the whole job, Conexiom, Esker or Lowki when only the order desk needs help, and RPA or Epicor's integration tools when the data is already structured.

This guide is published by Fluent, from Technology Coast Partners, and Fluent is our product. What we say about other vendors comes from their public material and from the guides linked in each section, with the date where one applies.

The five kinds of AI that work with Kinetic

"AI agent" covers very different products. Group them by the job they do in Kinetic:

• Document agents read the documents a manufacturer or distributor already receives and turn them into Kinetic transactions on the screen each one belongs to. Fluent.
• Epicor's own AI. Epicor Prism, embedded in the ERP for insight, and Epicor ECM with Intelligent Data Capture (IDC) for capturing and archiving documents.
• AP-only tools. Stampli and DynamicPoint EasyAP365 route supplier invoices for approval and sync them to Epicor.
• Order-entry-only tools. Conexiom, Esker and Lowki turn customer purchase orders into sales orders.
• General automation and RPA. Screen bots and Epicor's own integration tools, which move data that is already structured.

1. Document agents: Fluent

Fluent is built by Technology Coast Partners (TCP), an Epicor Platinum Partner with more than 20 years implementing Epicor and more than 600 implementations, all in manufacturing and distribution.

Each Fluent agent reads what is forwarded or emailed to it (PDF, scan, photo, spreadsheet, email body, XML or EDI) and resolves it against live Epicor data: customers and vendors, parts including the customer's or supplier's own part numbers, prices, units of measure, and duplicates such as a purchase order sent twice. Supplier invoices are matched two-way or three-way against the purchase order and the receipts behind it. The result is a draft in Fluent's review queue, with every difference shown as a warning on the line it belongs to.

The draft then moves through approval stages. Each stage picks its approver by name, by whoever is least busy, or by letting the AI choose the right person from a pool, and a condition written in plain language decides whether a stage is needed. Before each approver opens the draft, an approval agent reviews it against that approver's written responsibility and marks it "nothing flagged" or "needs review" with a note on what to look at. Nothing is written to Epicor while an approval is pending. When the draft is approved, Fluent creates the transaction through the same business logic the Kinetic screens use, and every field read and decision made is in the audit log.

Nothing is installed inside Epicor. Fluent calls Kinetic's REST API from outside, on premise or Epicor-hosted, and each agent generates an Epicor access scope listing exactly the services it calls, which your administrator imports and Epicor enforces. There are no templates per customer or vendor and no model training: behavior is set with written instructions, and a reviewer's correction becomes an instruction.

The ten Fluent agents for Kinetic

Order to cash:

• Quote Entry: requests for quote drafted as Kinetic quotes, with customer part numbers resolved three ways.
• Order Entry: customer purchase orders drafted as sales orders, checked for duplicates before drafting.
• Customer Shipment: shipping instructions become packs, every line resolved to its order release.
• AR Invoice Entry: customer invoices and credit memos drafted for review.
• Cash Receipts Entry: customer payments applied to the open invoices they settle.

Procure to pay:

• PO Entry: vendor quotes and requisitions become purchase orders, priced in the vendor's own currency.
• Receipt Entry: packing slips received against the purchase order line by line, in the unit the supplier shipped.
• AP Invoice Entry: supplier invoices matched two-way or three-way against the order and the receipt.

Shop floor:

• Time Entry: timesheets and shop paperwork drafted against the right job and operation.
• Issue Material: material issued to the job without looking up the sequence by hand.

2. Epicor's own AI: Prism and ECM

Epicor Prism

Epicor Prism is Epicor's AI built into the ERP. As our January 2026 overview of Epicor Prism describes it, Prism improves how people work with Kinetic data through contextual insights, predictive analytics, recommendations and AI-generated summaries, for example by highlighting anomalies in financial data or trends in production data. Prism and Fluent address different layers and work together: Prism surfaces what needs attention, and Fluent takes on the document work behind it. Ask Epicor what Prism covers on your Kinetic version today.

Epicor ECM and IDC

Epicor ECM (formerly DocStar) is Epicor's document management product, and its AP Automation and Sales Order Automation capture incoming documents through Intelligent Data Capture (IDC), route them through ECM workflows and create them in Epicor. The appeal is a single vendor for licensing and support, with every document archived in ECM. ECM and Fluent work together: Fluent's ECM document agent builds an agent from any ECM document type you already run, reads the document in place of IDC, and files it in ECM with the index values populated. See Fluent with Epicor ECM.

3. AP-only tools: Stampli and DynamicPoint

Stampli is an AP workflow platform built around each invoice: capture, coding, approval routing and the questions around each invoice sit in one place. DynamicPoint EasyAP365 builds AP automation on Microsoft 365 and SharePoint, so invoices and approvals live in your Microsoft environment. Both connect to Epicor through their own integrations; ask each how it reads Kinetic receipts for matching and at what point it writes to Epicor. Payments-led platforms such as AvidXchange, Tipalti and BILL center on paying suppliers. The Stampli vs DynamicPoint vs Fluent guide compares them for Kinetic.

4. Order-entry-only tools: Conexiom, Esker and Lowki

Conexiom turns the purchase orders customers email in, as PDFs, spreadsheets or email bodies, into sales orders, across many ERPs with Epicor among them. Conexiom maps each new customer's format before that customer's orders are automated. Esker also works across many ERPs and extends into accounts payable and other finance processes. See Fluent vs Conexiom.

Lowki's product, Lexi, is built only for Epicor Kinetic. According to Lowki's website, as of October 2026, Lexi reads orders from a Microsoft Exchange Online mailbox and creates each sales order in Kinetic straight away, on hold, and a person reviews it in Order Entry and takes it off hold. Its AP invoice automation is in early access. See Fluent vs Lowki.

5. General automation and RPA

RPA tools such as UiPath and Power Automate Desktop record clicks and keystrokes on a Kinetic screen and replay them with values from a spreadsheet or an OCR step. Screen automation is fragile: a Kinetic upgrade that moves a field, a new layout or an unexpected dialog stops the bot or puts a value in the wrong field. Epicor's own tools (DMT imports, the REST API and Epicor Functions, Service Connect and Automation Studio) are dependable for data that is already structured, and the reading and matching happen before them. The guide to automating AP Invoice Entry covers each one.

Side-by-side

Where a cell says "confirm" or "ask", put the question to the vendor in writing during evaluation.

Why Fluent is the default for document work on Kinetic

• One platform across the cycle. Ten Kinetic screens in production, so quotes, orders, shipments, invoices, cash, purchase orders, receipts and time run through one review queue with one credit balance.
• Nothing unreviewed in Kinetic. Drafts wait in Fluent, so a rejected document never reaches Epicor and nobody cleans up after it.
• The right people sign off. Approval stages, plain-language conditions, out-of-office delegates and an approval agent's note for each approver.
• Epicor stays in charge of what lands. Writes go through Kinetic's own business logic, under an access scope Epicor enforces, with nothing installed inside Epicor.
• Accuracy you can measure. 97%+ of extracted fields were approved without a change, across 43,094 documents from paying customers in the 90 days to 9 November 2026.

When to choose something else

• You want insight into your Kinetic data, inside the ERP: Epicor Prism. It works alongside Fluent.
• You want one vendor with Epicor and a company-wide document archive: Epicor ECM. If capture is the weak step, keep ECM and let Fluent read in place of IDC.
• Approvers outside finance need to discuss each invoice in a separate AP system: Stampli. If IT requires everything inside Microsoft 365: DynamicPoint EasyAP365.
• Paying suppliers is the slow part: a payments-led platform such as AvidXchange, Tipalti or BILL. Fluent does not pay suppliers.
• You run several ERPs and want one order automation vendor across them: Conexiom or Esker.
• One person releases every order in Order Entry and only sales orders matter: Lowki covers that, billed in pounds per order line.
• Your trading partners send clean EDI: keep EDI for them. Fluent covers the long tail of emailed PDFs, scans and spreadsheets.
• The data already arrives structured: DMT, the REST API or Service Connect move it well. Use RPA only as a stopgap where no API route exists.

How to evaluate an AI agent for Kinetic

1. Name the job first: which Kinetic screens, and which documents feed them.
2. Ask where unreviewed work lives: in Kinetic already, held in Kinetic, or in a queue before it.
3. Ask who signs off, by what rule, and what each approver sees when the document opens.
4. Ask what gets installed in Epicor and what access the integration user is granted.
5. Run a trial on your hardest documents: a customer's own part numbers, a unit you do not stock in, a price that does not match, a purchase order sent twice and an invoice with no receipt.
6. Check which of the screens you want next are in production today.

The guide to whether it is safe to let AI post into Epicor lists six controls to test in that trial.

See Fluent on your own documents

The Epicor integration page explains the connection and the access scope, and products lists all ten Kinetic agents by cycle. Paid plans start at $600/month. To see the agents on your own documents, book a demo.