Approval thresholds
Low-risk orders post automatically; high-value or unusual ones wait for a person.
Fluent automates the documents you key into Epicor
Invoices, orders, packing slips, quotes and payments, read and posted into the Kinetic screen they belong in. Ten screens today, covering quote to cash and purchase to pay end to end.
Workflows
Automate the whole cycle
Automating one screen saves one person an afternoon. Automating the cycle it sits in is what changes the month end. Each of these posts through the same business object the Kinetic screen uses.
Order to cash
Erp.UI.QuoteEntry
Quote Entry
Requests for quote drafted as Kinetic quotes, with customer part numbers resolved three ways.
Erp.UI.SalesOrderEntryOrder Entry
Customer purchase orders posted as sales orders, checked for duplicates before drafting.
Erp.UI.CustShipEntryCustomer Shipment
Shipping instructions become packs, every line resolved to its order release.
Erp.UI.ARInvoiceEntryAR Invoice Entry
Customer invoices and credit memos posted so billing stops waiting on a person.
Erp.UI.CashRecEntryCash Receipts Entry
Payments applied to the open invoices they settle.
Procure to pay
Erp.UI.POEntry
PO Entry
Vendor quotes and requisitions become purchase orders, priced in the vendor's own currency.
Erp.UI.ReceiptEntryReceipt Entry
Packing slips received against the purchase order line by line, in the unit the supplier shipped.
Erp.UI.APInvoiceEntryAP Invoice Entry
Supplier invoices matched two-way or three-way against the order and the receipt.
How it works
Every run ends in a draft you approve
- 01
It arrives
Forwarded by email, sent straight to the agent's own address, or dropped in. PDFs, scans, photographs, spreadsheets and EDI.
- 02
It gets read
Header, lines and charges, in whatever layout the sender used. No template, no field coordinates, nothing to maintain per vendor.
- 03
It is checked against Epicor
Customers, vendors, parts, units and open balances resolved against live data through the same business objects the screen uses.
- 04
A person decides
Every run ends in a draft carrying what it could not settle. Nothing posts unattended, and anything unresolved is named on the document.
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
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.
