Services.

Advisory and hands-on implementation — from a trustworthy Epicor core to hybrid agentic layers that stay controllable.

I do not just configure screens or write Functions. I design how people, processes, and intelligent agents work together on top of Epicor so the system becomes more adaptive without sacrificing control or auditability.

Engagements typically combine deep technical delivery with business-process design — the same approach that has guided 50+ Epicor finance projects and 30+ ECM implementations, extended into the agentic layer.

Service line

Agentic & AI-augmented ERP consulting

Help your organization move from traditional configuration and customization to hybrid systems: a solid transactional core paired with intelligent agent layers where they earn their keep.

  • Risk-tiered agent workflows — decide what agents may do alone, what needs review, and what stays human-only
  • Prompt-driven process design — natural-language process definitions that map cleanly to ERP reality
  • Intelligent exception handling — especially AP and related finance processes where volume and judgment collide
  • Governance & auditability — logging, approvals, and clear ownership of agent actions
  • Platform implementation — practical use of Epicor Prism / Agent Foundry and similar agentic capabilities

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Epicor Kinetic Financials

Certified Kinetic Financials consulting for companies that need the ERP core right before (or while) they modernize process automation.

  • Financial process design and optimization
  • AP / AR and related operational finance workflows
  • Configuration that matches how the business actually runs
  • Primary financial consultant experience on 50+ Epicor projects

Service line

ECM / DocStar & AP automation

Document management and invoice automation that reduce manual work and create a cleaner foundation for agent-assisted exception handling.

  • 30+ ECM / DocStar implementations
  • AP capture, routing, and approval design
  • Intelligent data capture integrations (e.g. Ancora)
  • Excel-to-ECM automation patterns

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Integrations & operational tools

Connect Epicor to the systems and shop-floor tools your teams already rely on — with data quality that agent layers can trust.

  • REST, SQL, DMT, ServiceConnect
  • Epicor Mobile Warehouse
  • Avalara TaxConnect
  • BarTender label printing

What clients gain

Smarter exception handling

Agents and rules handle the repeatable edge cases; people focus on true judgment calls — especially in AP and finance.

Prompt-driven process design

Process intent expressed clearly, then mapped to Kinetic, ECM, and agent behavior instead of endless one-off customizations.

Hybrid architecture

Transactional truth stays in the ERP. Intelligent layers sit where they add speed and consistency — not where they create risk.

Practical governance

Risk tiers, audit trails, and human-in-the-loop design so agentic capability remains explainable to finance, ops, and auditors.

How I work

Implementer first, advisor always

I have lived the “old” reality of ERP projects — configuration, integrations, go-lives, and the exceptions that never fit the demo. That is why agentic design here is grounded: what can automate safely, what must stay controlled, and how to phase capability without disrupting the plant or the close.

Short technical walkthroughs and case notes will appear as the content library grows (including a planned YouTube channel for practical Epicor + agentic topics).

Discuss a project See case studies