Epicor Financials Integrations

Epicor Kinetic boasts a legacy of over five decades in manufacturing, establishing itself as a leader in delivering customized solutions on a global scale. At the heart of Epicor's strategy lies the cultivation of authentic, enduring partnerships, which ensures that its offerings are responsive to ever-evolving business requirements. Kinetic aims not only to meet existing needs but also to guide organizations towards the principles of Industry 4.0 and smarter manufacturing practices. This proactive stance is enhanced by Epicor's dedication to pioneering cloud solutions, characterized by unparalleled security, ease of use, and robust support. With an intuitive interface, Kinetic empowers everyday users to transform business data into actionable insights and impactful reports that enhance productivity. By incorporating cutting-edge AI, machine learning, and Internet of Things technologies, the user experience provided by Kinetic enables a seamless transition to modern manufacturing methodologies. While primarily focused on cloud-based solutions, Epicor Kinetic also accommodates on-premises and hybrid deployment options, ensuring flexibility for various operational needs. Kinetic not only propels customer ambitions forward by offering tools to enhance productivity, growth, and operational efficiency but also solidifies Epicor's role as an indispensable ally for the most vital enterprises worldwide. Consequently, partnering with Epicor translates into a strategic advantage in navigating the complexities of today's manufacturing landscape.

Epicor BisTrack stands out as a cutting-edge business management solution, specifically designed to cater to the distinct needs of the building materials industry, including lumberyards, construction suppliers, and distributors. Renowned for its comprehensive suite of tools, the software seamlessly integrates inventory management, purchasing, sales, and delivery functions within one user-friendly interface. Organizations can take advantage of its advanced reporting and analytics capabilities to enhance decision-making, optimize workflows, and elevate customer service standards. Additionally, the platform's robust mobile functionalities and effortless cloud deployment facilitate real-time collaboration, significantly boosting operational efficiency across teams. As companies adopt BisTrack, they can secure a competitive advantage in a rapidly changing market, enabling them to swiftly navigate new challenges and seize emerging opportunities. In essence, Epicor BisTrack is an indispensable resource for businesses aspiring to excel in the building materials sector, ensuring they remain resilient and forward-thinking in their strategies.

Lockstep, an acclaimed platform that unites finance teams globally, is enhancing their collaborative efficiency. Established in 2019, Lockstep aims to eradicate cash traps and discrepancies resulting from the manual synchronization of financial records between B2B trading partners. Operating out of Seattle, Lockstep offers a connected accounting cloud that allows organizations to forge reliable and compliant accounting relationships. This trusted accounting solution supports businesses of all sizes in optimizing their collections management processes, ultimately driving better financial outcomes. With Lockstep, finance teams can focus more on strategic initiatives rather than being bogged down by administrative tasks.

In a data-driven organization, handling documents and files often feels like a chore that no one looks forward to. Epicor ECM provides an effective solution that simplifies content management by implementing automated workflows, ensuring real-time version control, and upholding robust security protocols. This system empowers teams to access information quickly and accurately, facilitating prompt responses for customers and vendors alike. It enhances collaboration among various departments, improving teamwork and decision-making by guaranteeing that essential content is always accessible. Whether implemented in the cloud or on-premises, Epicor ECM is a flexible and scalable content management platform that grows with your business. It seamlessly integrates with Epicor ERP and Prophet 21, contributing to overall enterprise efficiency. Users can capture content from any device globally and leverage automated data extraction to reduce errors and conserve time. Furthermore, it allows for real-time monitoring of collaboration and revisions while preventing overwrites through effective check-in/check-out controls, thus solidifying its role as an invaluable resource for contemporary organizations. As a result, Epicor ECM not only streamlines processes but also enhances overall productivity across the enterprise.

Effortlessly capture, route, approve, and integrate invoices with Epicor ECM AP Automation, enabling enhanced efficiency through real-time access on any device from any location. The innovative system captures text from scanned or photographed invoices while automatically recognizing matches within Kinetic or Prophet 21, the updated designations for Epicor ERP solutions. By taking a quick photo with your smartphone or uploading a scanned document, you can rapidly retrieve essential information from vendor invoices. Customize automated workflows to fit your accounts payable (AP) procedures utilizing a user-friendly graphical interface. Additionally, the solution guarantees adherence to records retention policies and protects documents from potential threats. Each image is marked with a timestamp, preserving file integrity and tracking access and activity history. Epicor ECM AP Automation seamlessly integrates with Kinetic and Prophet 21, boosting overall operational efficiency. The addition of email notifications and one-click approval features streamlines the approval process, fostering better supplier relationships and helping you secure advantageous terms. With this level of automation, visibility and control over the accounts payable process are significantly improved, leading to more informed and strategic decision-making. Hence, organizations can expect a transformative impact on their financial operations, paving the way for sustained growth and efficiency.

Did you realize that there are more than 14,500 distinct tax jurisdictions across the United States and Canada, each with rates, regulations, and boundaries that are in a state of constant flux? Navigating these complexities can pose a considerable operational challenge, detracting from an organization’s overall effectiveness. Fortunately, Epicor Tax Connect offers a viable solution; it is a user-friendly, cost-efficient, and accurate tool designed to relieve the pressures and risks that accounting teams often face. This platform streamlines the management of your sales and use tax processes, addressing everything from rate research and ongoing maintenance to reporting and filing returns, all while integrating seamlessly into your current operational framework. By automating every aspect of sales and use tax functions, it produces thorough and dynamic reports that detail transaction information down to the individual line-item tax specifics, including pertinent jurisdictional details. This capability allows organizations to manage the intricate demands of tax compliance with ease, freeing up resources to concentrate on more strategic business objectives. In the end, Tax Connect not only facilitates tax management but also significantly boosts overall operational productivity, making it an invaluable asset for any organization. Moreover, its implementation can lead to enhanced accuracy in tax filings, reducing the potential for costly errors and penalties.

It is no surprise that ecommerce has emerged as the foremost tool for B2B sales, allowing businesses to broaden their market presence cost-effectively while accommodating the self-service desires of contemporary buyers. Epicor Commerce empowers you to fulfill buyer expectations, which, in turn, strengthens their loyalty and enhances your overall profitability. Clearly articulate your brand's value, showcase recommended products, and provide buyers with instant access to inventory levels and detailed account histories. Leverage a consolidated source of information for your operational and decision-making needs while also creating a unified online storefront. Speed up your sales growth with an advanced digital commerce solution that integrates effortlessly with your Epicor ERP, featuring a wealth of functionalities from the outset. Interact with buyers through their preferred devices or marketplaces, ensuring they enjoy a comprehensive shopping experience enriched by automated notifications. Cut costs by utilizing cloud solutions and a robust integration that amplifies your Epicor ERP capabilities. By preserving a single source of truth, you can streamline your business processes and make well-informed decisions while also introducing a web channel that facilitates quoting, payment collection, and efficient order management. This strategy not only promotes customer satisfaction but also positions your enterprise for ongoing success in the fiercely competitive ecommerce arena. Furthermore, as you adapt to evolving market trends, your commitment to innovation will keep your business ahead of the competition.

Elevate your strategies centered on customer satisfaction while acquiring critical insights with our cutting-edge CRM platform. Epicor CRM provides you with the vital data and oversight needed to deliver an exceptional customer experience during every interaction. Coupled with Kinetic, the rebranded Epicor ERP, its advanced collaboration tools connect employees, departments, and supply chain partners, allowing your organization to react more promptly and efficiently. This robust CRM solution enhances supply chain operations, enabling you to maintain a competitive edge in the global market. By streamlining the coordination from raw materials to finished products, you can effectively lower expenses and enhance your profit margins. Moreover, adopting a data-driven methodology for customer experience guarantees that your clients' demands for precision, inventory oversight, product delivery, and service are consistently fulfilled. Additionally, our web-based solutions are meticulously designed for customer retention in the automotive service sector, fostering ongoing engagement and loyalty. In summary, leveraging our CRM platform not only optimizes your operations but also positions your business for long-term success in a rapidly evolving marketplace.