Manufacturing ERP Automation Without the Complexity.
Automate production scheduling, inventory reconciliation, and shop floor reporting in Epicor using natural language your operations team can own.
Describe It in English.
It Runs Deterministically.
Overview
Pull open work orders from Epicor; compare required materials against current inventory levels; auto-generate purchase requisitions for shortfalls and notify the production planner.
Execution Steps
Retrieve Open Work Orders
- Query Epicor for work orders scheduled to start within the next 5 days
- Extract the bill of materials and required quantities for each order
Check Inventory Availability
- Compare required materials against on-hand stock and incoming receipts in Epicor
- Identify shortfalls where available quantity is below the required amount plus safety stock
Generate Requisitions and Alert
- Auto-create purchase requisitions in Epicor for each material shortfall
- Send the production planner a consolidated report of at-risk work orders and ETA gaps
Enterprise
Use Cases
Material Shortage Prevention
Proactively detect material shortfalls for upcoming production runs and auto-generate purchase orders before the shop floor stalls.
Production Yield Reporting
Pull scrap rates and yield data from Epicor job entries, benchmark against targets, and distribute shift-by-shift performance reports.
Order-to-Cash Reconciliation
Match shipment confirmations against sales orders and invoices in Epicor to close the loop from production to revenue recognition.
Frequently asked
questions.
Kognitos is a leading US-based artificial intelligence platform designed to transform how businesses operate by automating repetitive tasks and enhancing efficiency. Our AI automation platform allows users to automate complex business processes simply by communicating their goals in plain English. Leveraging advanced technologies like a proprietary LLM-based interpreter, Intelligent Document Processing (IDP), Optical Character Recognition (OCR), and Natural Language Processing (NLP), Kognitos enhances productivity, speed, and accuracy. Unlike traditional automation solutions that require complex coding, Kognitos offers unparalleled adaptability and scalability, empowering businesses to streamline workflows and eliminate manual tasks without extensive technical knowledge.
Process automation refers to the use of technology to automate repetitive, manual tasks within a business or organization. The goal is to streamline and optimize workflows, increase efficiency, reduce errors, and save time and resources. This can be achieved through the implementation of various technologies, such as RPA, Workflow Automation, Machine Learning and Artificial Intelligence.
Security is a core principle of Kognitos' architecture, built on state-of-the-art cloud services with strong security foundations. Critical business processes run on the Kognitos platform, and we prioritize the security of both the processes and their data. Kognitos employs serverless, cloud-based services with the principle of least privilege access. For example, a service without a need to access a database does not have access to it. Kognitos has achieved the SOC 2 Type II certification for our best-in-class security controls and compliance with the AICPA's Trust Services Criteria. Learn more
Related
Integrations
Epicor automation questions.
What can I automate between Kognitos and Epicor?
Three-way match, vendor master maintenance, GL coding, invoice posting, payment runs, intercompany reconciliations, accruals and journal entry posting, and exception routing back to AP/AR clerks in plain English. Kognitos reads from Epicor, applies the policy you wrote in plain English, and writes back deterministically with a full audit trail, no probabilistic LLM action.
How does Kognitos connect to Epicor?
Through Epicor's official API using scoped credentials (OAuth or API key, depending on which Epicor supports). Kognitos stores credentials in a managed secret store with rotation; permissions are limited to what your automation actually needs.
What events in Epicor can trigger a Kognitos automation?
Common triggers include a new invoice or PO record, a posting attempt that fails validation, a scheduled close task, or a webhook from an upstream system. Kognitos supports both event-driven (webhook) and scheduled execution, and you can mix both inside a single automation.
Can business users build Kognitos + Epicor automations without code?
Yes. The Kognitos Builder Agent walks you through the process in conversation; you describe what you want in English (e.g., "every weeknight, reconcile Epicor records against the warehouse and email me anything that doesn't match") and Kognitos generates and runs the automation. No drag-and-drop, no Python, and no third-party iPaaS.
Is Epicor data safe with Kognitos?
Yes. Kognitos is SOC 2 Type II, HIPAA-attested, ISO 27001-certified, and GDPR-aligned. Epicor data is processed inside the customer tenant, encrypted in transit and at rest, never used to train upstream models, and every decision is captured in an immutable English-language audit log.
How do I get started with the Kognitos + Epicor integration?
Book a 30-minute demo. We'll help you connect Epicor, pick a real bottleneck from your team's backlog, and ship a working automation written in plain English in the first session, no procurement runway required.




