Epicor Financials Integrations

Epicor Kinetic is a global, cloud-focused cognitive ERP solution built for manufacturers, driving profitability through real-time insights, people-centric AI, and seamless collaboration. Positioned at the core of your business applications, Kinetic leverages artificial intelligence to extract maximum value from your enterprise data, processes, and decision-making information. Purposely designed with deep industry expertise, it offers end-to-end capabilities for discrete, make-to-order, and mixed-mode manufacturers. Kinetic supports the needs of leading manufacturers across multiple industries, including Industrial Machinery, Fabricated Metals, Electronics and High Tech, Plastics and Rubber, Automotive, Aerospace and Defense, Medical Device, Consumer Products, Furniture and Fixtures, Measuring and Controlling Devices, and more. Embrace future-ready business, digital transformation, and flexible deployment with this singular, AI-enhanced ERP solution.

Award-winning Lockstep connects the world’s finance teams so they can work better together. Founded in 2019, Lockstep eliminates cash traps and leaks created from manual synchronization of books between B2B trading partners. Based in Seattle, Lockstep’s connected accounting cloud empowers trusted, compliant accounting relationships between businesses of all sizes. High-performance companies large and small run their collections with Lockstep. Why automate your AR collection processes? Outlook and Excel aren’t designed to improve AR collections productivity. Outlook and Excel means manual communications and data entry. That means you don’t have the necessary automation, customer self-service, or visibility to improve your AR operations. What an AR automaton solution should include: Automated Communications Customer Self-Service Activity Management Cash Application Forecasting & Reporting

Your business runs on information, but no one wants to spend their days managing documents and files. Epicor ECM is simple yet robust, so teams can streamline content management with automated workflows, real time version control and reliable security. Fast, accurate retrieval means quick answers for customers and vendors. Energized collaboration across departments. Epicor ECM empowers teams and decision-making by making content more accessible, exactly when it’s needed. Cloud-based or on-premise, Epicor ECM is the flexible, scalable content management system that grows with your business. It readily integrates with Epicor ERP and Prophet 21 for total enterprise efficiency. Capture content from any device, anywhere in the world, and automatically extract key data to reduce errors and save time. Track collaboration and revisions in real time and eliminate overwrites with content check-in/check-out controls.

Capture, route, approve, and integrate. Work smarter with real-time access to invoices, from anywhere on any device. Epicor ECM AP Automation can capture text from scanned or photographed invoices and automatically find matches in Kinetic (new name for Epicor ERP) or Prophet 21. Instantly extract key information from vendor invoices with a smartphone photo or scanned image. Configure automated workflows to fit your AP process using a simple, graphical interface. Ensure records retention compliance and keep documents safe and secure in the event of a disaster. Ensure file integrity with time and date stamps on every image and access and activity history. Epicor ECM AP Automation is fully integrated with Kinetic and Prophet 21. Email alerts with one-click approval stamps streamline the approval process. Improve supplier relationships and maintain favorable terms. Enhance visibility and control of the accounts payable (AP) process.

Did you know there are more than 14,500 United States and Canadian tax jurisdictions, with rates, rules, and boundaries that change constantly? Trying to keep up with it all is an operational distraction and a drag on the efficiency of any organization. Fortunately, there is Epicor Tax Connect: a simple, affordable, and accurate solution that relieves the accounting department of this risk and burden. Tax Connect simply gets your sales and use tax functions done, from rate research and maintenance to reporting and returns, automatically, instantly and accurately, with no change to your existing workflow. Automates all sales and use tax functions from rate research and maintenance to reporting and returns. Generates robust, dynamic reports featuring transaction details all the way down to line-item tax information, including jurisdiction-specific data. Performs functions automatically, instantly and accurately, with no change to your existing workflow.

It’s no surprise that ecommerce is the #1 B2B sales tool, it helps you gain market share cost-effectively while offering the self-service buyers demand. Epicor Commerce empowers you to give buyers what they want, increasing their loyalty along with your profitability. Communicate brand value, showcase recommended products, and provide buyers with real-time stock levels and complete account history. Leverage a single source of truth for operations and decisions and create a connected online storefront. Grow sales rapidly with an innovative digital commerce solution that’s integrated with your Epicor ERP and comes feature-rich out of the box. Interact with buyers on the devices or marketplaces they choose. Get a full shopping experience with automated upgrades. Lower costs with cloud and tight integration that extend your Epicor ERP platform. Maintain a single source of truth to optimize business operations and decision-making, and add a web channel to quote, collect, and manage orders.

Grow your customer-centric strategies while gaining insight with our next-generation CRM platform. Epicor CRM provides the information and control to deliver a world-class customer experience at every touchpoint. Advanced collaboration capabilities in Kinetic (new name for Epicor ERP) connect employees, departments, and supply chain partners so your whole company can be more responsive. Epicor CRM allows you to Increase supply chain velocity to keep pace with global competition. Drive out costs to improve profitability through effective coordination from raw materials to the delivery of finished products. Enhance your customer experience with a data-driven focus on meeting expectations for information accuracy, inventory, product delivery, and service. Web-based customer retention solutions for automotive service providers.

Industries We Serve in the Cloud and On Premises: Manufacturing, Distribution Services. The Benefits of Cloud Deployment. Let’s explore the top 10 reasons business leaders choose cloud SaaS ERP from Epicor to drive growth. How to Choose the Best Cloud ERP. Evaluating, selecting, and implementing a cloud ERP solution is a long-term strategic decision. Learn how to identify the best fit for your future growth. What is Cloud ERP? If you've never considered cloud-based enterprise resource planning software, start here to learn the essential concepts, terminology, and benefits. SaaS Model: Benefits of Cloud ERP Systems Innovation is key to growth. The faster your organization can innovate, the faster you can reach your goals. However, traditional on-site enterprise resource planning (ERP) systems often prove too rigid to keep up with evolving technology and business practices. That’s why the cloud has become the preferred SaaS ERP software deployment option for companies of all sizes.