Epicor Kinetic
Epicor provides industry-focused ERP solutions that help organizations manage key operations such as finance, supply chain, manufacturing, and inventory. Wrk can enhance the value of Epicor by automating the manual, repetitive tasks that often occur around ERP workflows, like data entry, report generation, order processing, and cross-system updates. By integrating Wrk’s hybrid automation platform with Epicor, businesses can streamline operations, reduce errors, and keep critical data flowing seamlessly, all while freeing teams to focus on higher-value work.
Why Choose Wrk for
You use powerful apps, but managing growth still creates bottlenecks. Wrk takes those manual tasks off your plate so you can scale without the stress.
Integrate
Epicor Kinetic
with Anything
Wrk turns
Epicor Kinetic
bottlenecks into seamless workflows.
Wrk Turns Manual Tasks into Automations
Wrk handles the busywork
Smarter
Epicor Kinetic
with A.I.
Grow without adding extra headcount
Real Automation Solutions
Automated Inventory Management
Track stock and reorder automatically to prevent delays and reduce costs.
Production managers spend hours consolidating data from multiple systems to monitor output, downtime, and defect rates. Wrk automates this by pulling data from apps like NetSuite for ERP, Shopify for eCommerce production tracking, Excel/Google Sheets for reporting, and MES systems for machine-level data. KPIs are calculated automatically, alerts notify managers of issues, and human oversight ensures quality control for exceptions. Automation saves time, reduces errors, and provides actionable insights to optimize operations.
Key Points:
Challenge: Manual consolidation, delayed reporting, limited visibility, and error-prone processes
Wrk Solution: Automatic data collection, KPI calculation, exception alerts, human-in-the-loop review for anomalies
Impact: Faster, more accurate reporting, real-time alerts for defects or downtime, actionable insights, improved efficiency, scalable across production lines
Inventory Management and Reordering
How Manufacturers Can Achieve Zero Stockouts with Automated Inventory Management
Manufacturers often struggle with manual inventory tracking, leading to stockouts, overstocking, and costly production delays. Wrk automates inventory management by connecting systems like NetSuite for ERP, Shopify for eCommerce inventory, spreadsheets, and supplier communications. Real-time monitoring and automatic reorder triggers ensure materials are always available. AI handles routine exceptions, while staff review unusual or complex cases. Automation frees teams to focus on production efficiency and strategic operations.
Key Points:
Challenge: Manual inventory tracking; risk of stockouts; time-consuming purchase orders
Wrk Solution: Real-time tracking, automated reorder notifications, AI for exceptions, human review for unusual cases
Impact: 90% of tasks automated; stockouts nearly eliminated; faster order processing; scalable across warehouses and production lines
Streamlining Invoicing with QuickBooks
Smart, Simple, and Seamless Invoicing
Manufacturers are under growing pressure to process hundreds of invoices with accuracy and security. Wrk’s AI-powered workflows help businesses streamline their financial operations by automating repetitive QuickBooks tasks. For many clients, manually converting billing data from internal systems into QuickBooks invoices was time-consuming and error-prone. Wrk’s AI-powered workflows:
Extract billing details from internal systems or spreadsheets
Create and send invoices automatically through QuickBooks
Integrate with tools like Dropbox, ServicePal, and Google Sheets
The impact:
More than 90% of 1,400 monthly invoices automated
80-90% of time was saved every month
AR processing is also more accurate
Invoicing time reduced from 4-5 days to 2-3 days
Significant error reduction
With Wrk, businesses in any industry can scale their financial operations efficiently and confidently, automating routine tasks to reduce errors, save significant time, and free their teams to focus on higher-value work.
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Connect the Tools You Already Use
Frequently Asked Questions
What is Epicor Kinetic, and why integrate with it?
Epicor Kinetic is a modern, cloud-based ERP platform designed for manufacturers to manage production, supply chain, finance, inventory, and customer operations in a unified system. Integrating with Epicor Kinetic helps automate workflows, eliminate manual data entry, and ensure accurate, real-time information flows across your teams, streamlining processes such as order management, production planning, procurement, and project tracking.
How does the integration work?
We connect securely to Epicor Kinetic using its REST APIs and native integration framework. When key events occur, such as new sales orders, part updates, purchase orders, invoices, or project changes, our platform automatically triggers the appropriate workflow. Automated actions can include task assignment, approval routing, notifications, record updates, document generation, or data synchronization across systems.
What processes can I automate?
With the Epicor Kinetic integration, you can automate workflows including:
Customer onboarding and CRM follow-ups
Sales order creation, approval, and fulfillment
Production job creation, BOM updates, and shop-floor task management
Invoice generation, payment reminders, and financial updates
Inventory, procurement, and supplier alerts
Real-time data synchronization between Epicor Kinetic and other business systems
Is my data secure?
Yes. Epicor Kinetic provides enterprise-grade cloud security, including encryption, role-based access, and compliance with industry standards. Our integration uses secure API connections and follows best practices for data protection, privacy, and regulatory compliance.
Will this change how I use Epicor Kinetic?
No. You will continue using Epicor Kinetic as you do today. The integration runs in the background to automate repetitive tasks, maintain data consistency, and reduce manual work, without altering your daily ERP workflows.
What do I need to get started?
You’ll need an Epicor Kinetic environment with API access enabled. We provide full onboarding and integration support to help you connect your systems and launch automated workflows quickly.
How can I try it?
Schedule a demo with our team. We’ll show you how the integration works and help you deploy your first automated workflow with Epicor Kinetic, often in under a week.
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