Stop Wasting Hours on ManualEpicor Tasks
Join leading manufacturers saving 20+ hours weekly by automating invoice processing, order entry, and data analysis in Epicor Kinetic. From vendor emails to ERP posting in seconds—no manual data entry required.
Trusted by leading manufacturers
Automation
Stop Losing Money to Manual Processes
Mid-market manufacturers waste hundreds of hours monthly on manual Epicor tasks. Finance teams are stuck in clerical work instead of strategic initiatives. Here's how we solve the biggest time drains in your operation.
AP Automation for Epicor
Eliminate manual invoice entry with AI-powered accounts payable automation. Process invoices, match vendors, and post to Epicor Kinetic automatically with 90% time savings.
- Eliminates manual typing with AI that reads all invoice formats (PDF, XML, image)
- Prevents duplicate payments and errors before they reach Epicor
- Validates invoices with local tax authorities (SAT, DIAN, SUNAT, EU)
- Automatic PO/receipt matching with near-human accuracy
- Maintains full Epicor audit trail with customizable approval workflows
| Description | Quantity | Unit Price | Total |
|---|---|---|---|
| Strategic Consulting Services - Phase 1 | 40 | $65.00 | $2600.00 |
| Technical Documentation Review | 5 | $50.00 | $250.00 |
Order Entry Automation for Epicor
Transform customer POs into accurate Epicor Sales Orders automatically. AI-powered customer and SKU matching reduces processing time by 90% while eliminating costly fulfillment errors.
- Processes POs from any format (email, PDF, XML, image) in seconds
- AI-powered customer and SKU matching prevents fulfillment errors
- Automatic pricing and discount calculation using Epicor logic
- Customers get faster order confirmations and fewer shipping issues
- Teams spend time helping customers, not keying orders
Processing Steps
Found document
Invoice_INV-2025-0892.pdf
Found currency
USD - United States Dollar
Found vendor
AcmeCorp Solutions Ltd. (Vendor #1240)
Matched receipts
Matched 2 of 2 invoice lines to PO-45738
Validated totals
Invoice total: $3,078.00 matches PO total
Line Item Matching
Strategic Consulting Services - Phase 1
Matched to: PO-45738 Line 1: Consulting Services Q1
Technical Documentation Review
Matched to: PO-45738 Line 2: Documentation Services
Time Entry Automation for Epicor
Automate production labor entry from timesheets directly into Epicor. AI agents match employees and jobs, validate operations, and track scrap and quality data automatically.
- Processes timesheets from any format (PDF, Excel, images) in seconds
- Intelligent employee and job matching against Epicor master data
- Assembly and operation sequence validation
- Automatic duplicate detection to prevent double entries
- Scrap and non-conformance data capture
| Date | Project | Hours | Type |
|---|---|---|---|
| 2025-01-06 | PRJ-4521 - ERP Implementation | 8.0 | Regular |
| 2025-01-07 | PRJ-4521 - ERP Implementation | 8.5 | Regular |
| 2025-01-08 | PRJ-3892 - System Maintenance | 8.0 | Regular |
| 2025-01-09 | PRJ-4521 - ERP Implementation | 9.0 | Overtime |
| 2025-01-10 | PRJ-4521 - ERP Implementation | 9.0 | Overtime |
Packing Slip Automation for Epicor
Automate PO receipt processing from vendor packing slips. AI agents match items to purchase orders, validate parts and quantities, and post receipts to Epicor automatically.
- Extracts receipt data from vendor packing slips and shipping documents
- Automatic PO line matching with intelligent part validation
- Unit of measure conversion and validation against Epicor
- Warehouse and bin location assignment
- Vendor identification and matching
Processing Steps
Found document
PackingSlip_PS-2025-0834.pdf
Found sales order
SO-45738 - Northwind Traders Inc.
Verified customer
Northwind Traders Inc. (Customer #8492)
Verified Ship-To
Warehouse #3 - 450 Industrial Blvd
Matched line items
3 of 3 items matched to sales order lines
Validated quantities
75 shipped, 5 backorder flagged
Line Item Matching
PART-4538 - Premium Widget Assembly Unit
Matched to: SO-45738 Line 1: 50 × PART-4538
PART-7291 - Industrial Gadget Component
Matched to: SO-45738 Line 2: 20 × PART-7291
PART-3642 - Precision Tool Set
Matched to: SO-45738 Line 3: 10 × PART-3642
Analytics
Turn Your Epicor Data Into Competitive Advantage
Your ERP holds the answers to driving more revenue, but extracting insights requires technical skills your team doesn't have. Here's how we eliminate the analytics bottleneck.
AI Analytics for Epicor
Turn your Epicor data into actionable insights with natural language queries. Ask business questions in plain English and get instant answers—no technical skills or BI consultants required.
- Ask business questions in plain English, get instant charts and tables
- Reduces reporting time from hours to seconds
- No need for expensive BI consultants or in-house analysts
- Standardizes reporting across departments
- Empowers non-technical staff to access insights independently
Revenue by Region
Q4 2024 Performance
Total Revenue
$562K
Total Orders
1,604
Avg Order Value
$350
Predict the Future with AI Forecasting
Leverage state-of-the-art AI models to predict sales trends, inventory needs, cash flow, and market opportunities. Make data-driven decisions with confidence intervals and scenario planning.
- Advanced time-series forecasting for sales, inventory, and cash flow
- Confidence intervals and statistical significance testing
- Scenario planning with what-if analysis capabilities
- Automatic model selection and hyperparameter optimization
- Integration with your existing planning and budgeting processes
Revenue Forecast
Monthly revenue with AI predictions
Integration
Seamless SugarCRM Integration
Connect your Epicor ERP with SugarCRM for complete bi-directional data sync. Keep your sales and operations teams aligned with real-time data across both systems.
SugarCRM Integration
Seamlessly connect Epicor with SugarCRM for complete bi-directional data sync across your ERP and CRM.
- Bi-directional sync for customers, contacts, quotes, orders, invoices, and cases
- Live Epicor views directly in SugarCRM via BAQ-powered dashlets
- Real-time updates with full execution monitoring
Epicor Kinetic
Source
SugarCRM
Destination
2 min ago
Last sync
1,247
Records synced
23
Delta records
Frequently Asked Questions
Ready to Automate Your Epicor Workflows?
Join leading manufacturers who are saving hours every week with AI-powered Epicor automation. From AP to analytics, streamline your entire operation.