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.
Margin and rebate checks that run every morning inside Epicor P21.
01
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
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 surfaced the margin the manual rebate check was missing. That is the pattern every ERP build follows.
Proof
Margin and rebate checks that run every morning inside Epicor P21.
Runs daily inside Kelsan, a multi-state distributor in our own group.
It runs daily inside Kelsan’s Epicor P21 ERP and surfaces the margin the manual rebate check was missing.
Scope
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
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.
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.
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
Epicor integration done inside Prophet 21: tools that read your live records, draft the entries, and write back only what a person has approved.
generative ai integration servicesGenerative AI integration services: we wire AI into the software you already run so it reads and writes real records, not a chat window off to the side.
One fixed fee. A build-or-don’t-build verdict in writing.