Client Onboarding for Manufacturing Controllers with Epicor Kinetic
The Problem
Onboarding a new Cost Accounting client means chasing prior-year returns, engagement letters, and a dozen document requests — and every delay pushes the first billable task further out.
What We Build in Epicor Kinetic
AI drafts the engagement letter, generates a tailored document-request list for the client's Cost Accounting profile, chases missing items across email and SAP S/4HANA, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks. Purpose-built for teams running Epicor Kinetic — uses the native API or agent integration so nothing leaves the system of record.
Epicor Kinetic Integration Approach
Audit your Epicor Kinetic configuration
We map the specific Epicor Kinetic objects, custom fields, and workflows the automation needs to touch for your cost accounting practice.
Build on the Epicor Kinetic API or agent
Integration happens inside Epicor Kinetic — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Epicor Kinetic with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Epicor Kinetic instance
30-minute call. We'll look at your actual Epicor Kinetic setup and show exactly how this workflow fits.