ERP automation, built inside the system you run
Your ERP is the system of record, and it is also where the most repetitive work lives: keying orders, checking prices, running the same reports at month-end. Most of that could happen on its own.
We build automation inside the ERP you already run rather than as a platform sitting between your systems. The tool reads the documents your people read, drafts the entries they would draft, and a person approves anything that writes to a record. If a chore has more exceptions than rules, the audit says do not build.
The call is free. If we both want to go further, the AI Capability Audit is $7,500, fixed.
01
Inside the ERP, not bolted beside it
ERP automation usually gets sold as a separate platform that sits between your systems and syncs data back and forth. We build the other way. The tool lives inside the ERP, works on the same records your team does, and does not add another system for your people to learn or your IT to secure.
We have done this inside Epicor Prophet 21, and the same approach fits whatever ERP you run. It runs in your tenant, on your data.
02
What ERP work automates well
Order entry is the plainest version: an order arrives as an email or a PDF, the tool drafts the entry, and your person signs off. From there the same pattern covers price and invoice checks, daily reconciliations, and the reports that only run when someone has time.
The rebate-and-margin tool we built inside Kelsan, a multi-state distributor in our own group, runs daily inside its Epicor P21 ERP and has recovered over $100,000 in margin the manual process was missing. That is the pattern every ERP build follows.
Scope
ERP work we automate
Order entry from emails, PDFs, and portal exports.
Price and rebate checks against contracts and quotes.
Invoice-to-purchase-order matching.
Daily reconciliations instead of month-end scrambles.
Recurring reports that run every morning in a fixed format.
FAQ
Questions
What is ERP automation?
Work your ERP could be doing on its own, like order entry from emails, daily checks between records, and reports that run every morning, built as tools inside the ERP rather than as a separate platform. A person approves anything that writes to a record.
Do you work with Epicor P21?
Yes. The rebate-and-margin tool we run inside Kelsan lives in Epicor Prophet 21. The same approach fits other ERPs; we build inside the system you already run, in your tenant.
Will this disrupt our ERP or our VAR relationship?
No. We build alongside what you have, not on top of it, and we keep your VAR in the loop. The tool reads and writes through supported paths, and your people keep approving anything that changes a record.
AI Integration
More in this service
Fixed fee · in writing
Price the work
The audit looks at your actual ai integration work and comes back with a number and a build-or-don't-build verdict.
$7,500, fixedfixed durationa verdict you keep either way