Automate document processing into Epicor
Automate exporting data from your documents into Epicor by integrating the Affinda Platform with your Epicor account. Achieve straight-through processing by eliminating manual data entry for good.
Get data from your documents into Epicor
AP Invoices
Extract supplier invoice data directly into Epicor to create AP records, validate totals, map account codes and trigger approvals based on your existing workflow.Customer orders
Turn customer purchase orders into sales orders in Epicor automatically - extracting customer details, line items and pricing to speed up order processing and get products to your customers faster.Inventory reports
Keep inventory levels accurate by extracting item codes, quantities and locations from stock reports to update Epicor in real time and prevent stockouts.Work orders
Extract job numbers, tasks, materials and due dates from work orders to update Epicor production schedules automatically - improving planning accuracy and keeping jobs on track.How to automate document processing into Epicor
Affinda processes your documents in the background and sends data straight into Epicor.Automatically send your documents to Affinda
Upload, email or integrate your documents as soon as you receive them
AI agents extract and validate key data fields
Affinda's AI agents extract and transform your data with superior accuracy, thanks to advanced contextual understanding and machine validation.
See your data appear in Epicor
Affinda sends your data straight into Epicor, automatically populating all the extracted data fields.
Automate extracting and importing any of your document data into Epicor
Automate data integration with 99%+ accuracy
Extract data from any document, in any format or layout, with more than 99% accuracy. Unstructured data? Complex tables? Multiple languages? No problem. Our AI data integration eliminates errors and costly rework.See ROI in weeks, not months
Start processing documents into Epicor in minutes with simple setup and flexible pricing. Our AI agents learn from just a few documents, delivering measurable ROI within weeks.AI that instantly learns and adapts
Affinda's intelligent document processing platform is the only one with instant learning. It improves with every interaction, adapting to your data in real time to make faster, smarter, human-like decisions.Easy integration, zero disruption
Affinda works alongside your existing Epicor setup. No ripping out systems, no change-management headaches. Integrate it easily - with code or without.Configure, customize and maintain control
Build your own Epicor document processing solution with the Affinda Platform, or work with our team for setup and support. Keep full control, make changes anytime without depending on us and scale as needed.Enterprise-grade security
Your Epicor documents contain sensitive business data, and we take protecting it seriously. Affinda is ISO 27001:2022 certified, and SOC 2 and GDPR compliant - delivering enterprise-grade security and peace of mind for organizations worldwide.Frequently asked questions
Does Affinda integrate with Epicor?
Yes. Affinda's integration with Epicor connects your document processing directly to your ERP workflows. It automatically extracts, validates and syncs data from invoices, purchase orders, work orders and inventory reports straight into Epicor.With Affinda, you can process transactions faster, reduce manual entry errors and maintain complete control over your business operations through a single, connected workflow.
How does the Affinda-Epicor integration work?
Affinda extracts structured data from any document you send - whether by email, upload or API. The platform reads invoices, purchase orders, work orders and inventory reports, capturing supplier details, line items, quantities, dates and totals with 99%+ accuracy.
Once validated, the extracted data flows directly into Epicor - creating AP records, generating sales orders, updating inventory levels or populating production schedules based on your document type and workflow.
You stay in control with custom validation rules and business logic. Set up auto-approvals for trusted suppliers, flag exceptions for review or apply specific mapping rules - all configured in plain language.
What types of documents can Affinda process and send to Epicor?
Affinda can extract data from any document type used in Epicor workflows, including:
- Supplier invoices and credit notes
- Customer purchase orders
- Work orders and job cards
- Inventory reports and stock receipts
- Shipping documents and packing slips
It handles both digital files and scanned documents, using advanced OCR and AI to achieve over 99% accuracy across any format.
Do I need to manually upload files to Epicor?
No. Affinda automates the entire process through flexible ingestion options. You can choose how documents reach the platform:
- Upload documents directly to your Affinda workspace
- Email documents to Affinda or set up automatic forwarding
- Integrate via API or connect cloud storage for seamless automation
Once received, Affinda extracts and validates the data automatically, then sends it straight into Epicor - no manual uploads required.
Can I define my own validation and business rules?
Yes. Affinda lets you set custom validation rules in plain language before data flows into Epicor.
You can configure rules to:
- Detect duplicate invoices or purchase orders
- Verify supplier details against your approved vendor list
- Match invoice totals to PO values within defined tolerances
- Validate account code mappings for your chart of accounts
This keeps your Epicor data accurate, compliant and ready for processing without manual review.
Can Affinda handle bulk invoice uploads for Epicor?
Yes. Affinda is built to handle volume. Whether you process 20 invoices a month or 20,000, the platform supports bulk uploads and fully automated processing for all your Epicor documents - including purchase orders, work orders and inventory reports.
This makes it ideal for manufacturing teams, distribution centers and enterprise finance departments managing high transaction volumes across Epicor Kinetic or Prophet 21.
How fast can I get started with the Epicor integration?
You can start processing documents into Epicor in minutes. Affinda's flexible integration lets you:
- Connect to Epicor Kinetic or Prophet 21 via API or direct integration
- Map document fields to Epicor modules (AP, sales orders, inventory or production)
- Begin automating invoices, purchase orders and work orders immediately
For enterprise teams, Affinda supports custom workflows, advanced validation rules and dedicated implementation support to match your specific Epicor environment.
Is my financial data secure when using Affinda with Epicor?
Absolutely. Affinda follows security standards including ISO 27001:2022, SOC 2 and GDPR for security and compliance. Data is encrypted in transit and at rest, with strict role-based access controls and full audit logging. You can also select region-specific data storage to meet your organization's compliance and data residency requirements.
What are the main benefits of integrating Affinda with Epicor?
By integrating Affinda with Epicor, you can:
- Remove manual data entry from AP, sales orders and inventory workflows
- Speed up invoice processing, order fulfillment and month-end close
- Maintain real-time inventory accuracy and reduce stockouts
- Improve production planning with automated work order data
- Scale document processing across Epicor Kinetic and Prophet 21 without adding headcount