# Epicor integration: AI for your ERP · Visiona

> Visiona connects your Epicor ERP to AI: quotes, jobs, customers and parts, through Epicor's API, with an account in your name, simulated first.

Page: https://www.visiona.ca/en/integrations/epicor  
Français: https://www.visiona.ca/integrations/epicor

## Add AI to your Epicor ERP

**Delivered: Epicor connected end to end for a manufacturer**

Epicor holds your customers, parts and jobs. The brain connects through Epicor's API, reads what your rules need and sends back only approved results. Our principal architect led an Epicor implementation: he knows the ERP from the inside.

## What we connect to Epicor

- **Customers and contacts** (per project): The records your quotes and emails use.
- **Parts and prices** (per project): The catalogue, prices and quantities a quote needs.
- **Quotes and orders** (per project): Quotes prepared by the brain, approved before they enter Epicor.
- **Jobs** (per project): The work to dispatch to your technicians, and the time spent, tied to the job.

### Possibilities

What we can also connect through Epicor's API, depending on your project.

- Supplier purchase orders suggested from stock levels
- Customer order and delay tracking
- Technician time tied to the job
- BAQ queries turned into dashboards

## Solutions that work with Epicor

- [Automated supplier invoices](https://www.visiona.ca/en/solutions/supplier-invoices): Invoices arrive by email, AI reads them, your rules match them to the purchase order and the delivery slip, and a person approves in one click before they reach accounting.
- [Technician dispatch](https://www.visiona.ca/en/solutions/technician-dispatch): Work orders are grouped by area on a map, the crews' week is planned in a few clicks, routes are optimised and the schedule goes back to your ERP.
- [Quotes in minutes](https://www.visiona.ca/en/solutions/quotes): Three options in a few clicks, taxes and rebates calculated, a detailed quote with its terms that the customer signs on their phone, deposit included, and the order created.

## How it connects

1. **Simulation first** Every write starts in simulation: you see what would be written, and nothing is. Then last month's data, one team, and finally everyone.
2. **Epicor keeps your official numbers** Your official numbers stay in Epicor. The brain computes beside it and writes back clean, approved data.
3. **Your own access** The integration uses access in your name, limited to what it does, that you can remove in one click. The code is in your repository.

## Frequently asked questions

### Does Epicor have an API?

Yes. Epicor Kinetic offers a web API, and its custom queries (BAQ) can be read through it. We use it with a service account in your name, limited to what the project does.

### Have you delivered an Epicor project?

Yes: Epicor connected end to end for a manufacturer. Each project reads and writes only what its rules need: the list is drawn up with your team in the first sprint.

### Does Epicor need customising?

Rarely. The brain works beside the ERP, through its API; your customisations and Epicor updates stay yours.

### What if our Epicor runs on our own servers?

That works too: access goes through an encrypted tunnel to your server, without opening it to the internet.

## Let's talk about your Epicor

A conversation with a senior architect: your data, your rules, and what a first sprint would deliver.

Talk with an expert: https://www.visiona.ca/en/contact