Approval thresholds
Low-risk orders post automatically; high-value or unusual ones wait for a person.
Fluent runs on the systems your back office already has
Epicor Kinetic first, because that is where the transactions land. Epicor ECM for the documents around them, SugarCRM for the customers, and a scheduled sync between them.
Systems
Connect what you already run
Every one of these posts or reads through the vendor's own interfaces, so a record Fluent writes is a record the system validated.
Epicor Kinetic
Ten Kinetic screens Fluent posts into, from supplier invoices to cash receipts, plus answers drawn from your own queries.
Learn moreEpicor ECM
Turn any ECM document type into a working agent, using the templates and fields your team already defined. Formerly DocStar.
Learn moreEpicor + SugarCRM
Bi-directional sync between the two, on a schedule you set, plus live Epicor views inside Sugar dashlets.
Learn moreConnectivity
Keep the keys to your own instance
Epicor-hosted or on your own servers, Fluent connects the same way: from outside, with credentials your team creates and can take back.
- Cloud or on-premise
- An Epicor-hosted instance usually needs no network change at all. A restricted network needs a short outbound allowlist, and nothing has to be opened inward.
- Credentials you create
- A dedicated integration account and an API key, both generated in Epicor by your team and held wherever you keep secrets. Revoke either and Fluent stops, without a call to us.
- An access scope you assign
- Each agent declares the services and methods it needs. You assign that scope to the account, and Epicor refuses anything outside it.
- Encrypted before storage
- Connection details are encrypted before they are stored. Nothing is kept in plaintext, including on our side.
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.
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.”
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.
