ServicesAI agents
AI agents for Epicor Kinetic and Sugar. Built, connected, and set up by TCP.
- Epicor Platinum Partner
- SugarAI Premier Partner
- 100s of Epicor and Sugar implementations across the Americas
An AI agent is only useful if it knows your business. TCP builds agents under the Fluent brand that read your ERP and CRM, act on what they find, and know when to hand off to a person.
Who this is for
- Manufacturers and distributors running Sugar, Epicor Kinetic, or both.
- Teams buried in repeat questions: order status, invoice copies, stock, pricing.
- Finance teams keying supplier invoices by hand.
- Companies that tried a chatbot and found it could not answer anything real.
What agents do in each system
Practice area
For Epicor Kinetic
- Agents read customers, orders, shipments, invoices, inventory, and maintenance records.
- Agents can create requisitions, route approvals, and attach documents.
Example: an AP agent that reads invoices, matches them to purchase orders, and sends approvals to the right manager.
Practice area
For Sugar
- Agents read accounts, contacts, opportunities, cases, and quotes.
- Agents can create cases, log activities, and update fields.
Example: a service agent that answers customer questions and opens a case in Sugar Serve when it cannot.
The agents
Document agents that read what lands in your inbox and post clean transactions. Your team reviews the exceptions. Start with one screen, finish the cycle. The full catalog is at fluenterp.com.
Procure to pay
AP Invoice Entry
Supplier invoices arrive as PDFs, scans, or EDI and post as AP invoices, matched two- or three-way against the purchase order and the receipt, with discrepancies flagged.
Order to cash
Order Entry
Customer purchase orders arrive in the order desk inbox and post as sales orders. Customers, parts, pricing, and units resolve against live master data. Anything unresolved is held for a person, not invented.
Procure to pay
Receipt Entry
Packing slips are received against the purchase order line by line, in the unit the supplier shipped in. A line that does not match is left for a person rather than forced through.
Order to cash
Quote Entry
Requests for quote, configurable parts included.
Order to cash
Customer Shipment
Dispatch paperwork matched back to the order it belongs to.
Order to cash
AR Invoice Entry
Customer invoices and credit memos posted with their lines and charges.
Order to cash
Cash Receipts
Payments arrive as cash receipt drafts, applied to the invoices they settle.
Procure to pay
PO Entry
Requisitions and supplier confirmations drafted against the right buyer and terms.
Shop floor
Time Entry
Timesheets, handwritten sheets included, booked against the right job and operation.
Shop floor
Issue Material
Job material resolved from a description or a part hint.
Autonomy you can hand to an auditor
Every agent operates inside boundaries you define. Every action it takes is recorded, explainable, and reversible before it posts.
Approval thresholds
A transaction over an amount or outside a price tolerance goes to the approvers who own it.
Audit logs
Every field the agent read, every decision it made, on the record.
Data retention
Your documents and data stay under retention policies you control.
ERP validation
Transactions are validated by Epicor's and Sugar's own business logic before they post.
Human review
Exceptions escalate to your team with the agent's reasoning attached.
Permissions
Agents only touch the business objects and companies you allow.
Proof
99.4%
of what the agent read was right
Metalworks
Sixteen years on Epicor. Handed AP invoices to Fluent's AI agents. Connected in one day. Approvals that took five minutes now take seconds.
Read the case study
24/7
plant, 1,000+ employees
Greenpaper
Operators report machine incidents by WhatsApp with video. Invoices and receipts go out automatically at shipment. Requisitions approved from a phone anywhere in the world.
Read the case study
Next
stage of digital transformation
CLADAN
Taking the next stage of digital transformation with Fluent.
Read the case studyFrequently asked questions
Book a 30-minute agent scoping call
Bring one process that wastes your team's time. TCP will tell you whether it is a configuration, an integration, or a build, and what it would take.