Access your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable.
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Epicor Kinetic is a cloud-first, AI-powered ERP platform for manufacturing environments that require a connected system for transactional, operational, and reporting workflows. The platform supports finance, supply chain, production, inventory, quality, service, analytics, project management, governance and compliance, and global business management. Functional coverage includes planning and scheduling, materials management, shop floor coordination, product management, CRM, field service, electronic reporting, and enterprise content management. Kinetic provides browser-based access, role-based workflows, integration and extensibility tools, IIoT-related capabilities, and deployment options for cloud, on-premises, or hybrid architectures. It can integrate with listed third-party systems for payroll, tax, labeling, procurement, warehouse processes, data capture, and quality workflows, including ADP Workforce Now, Avalara, BarTender, Sage, SourceDay, and Sovos. Epicor Prism adds AI-supported automation and decision support for selected workflows. Kinetic also supports operations across the Americas, EMEA, and APAC and is available in multiple languages, which can matter for distributed manufacturing organizations with regional or multinational requirements.
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Katana Cloud Inventory
Katana Cloud Inventory platform gives you a live look at your business, including live inventory and manufacturing management, batch tracking for end-to-end traceability, a Shop Floor App for total floor-level control, open API, and a growing channel partner network.
Real-time inventory insights
Access real-time inventory data for informed decisions, proactively preventing stockouts and overstock. Gain complete visibility into product locations, arrivals, and quantities, ensuring efficient operations and precise stock control.
Built-in purchase order management
Make informed purchasing decisions based on precise material requirements and reorder points. Issue purchase orders directly from Katana and track delay risks to meet customer demand.
Manufacturing operations management
Define your bill of materials and operations to optimize production scheduling, maintain optimal levels of raw materials and finished goods, and accurately track manufacturing costs for streamlined production.
Omnichannel sales management
Centralize all your B2B and B2C sales orders to quickly identify available items for sale and significantly optimize your order fulfillment process, leading to improved operational efficiency.
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GlassBiller
Technicians are able to efficiently handle and revise their jobs, work orders, customer details, and vehicle information right from their mobile devices. They receive instant notifications regarding job status, which promotes improved workflow and effective time management. With digital work orders, a more streamlined and environmentally conscious approach to managing job assignments is achieved. Enhanced operational transparency is made possible through comprehensive visibility into the status of current, completed, and future jobs. Digital payment options, including the ability to send payment links via email and text, simplify the process for customers, ensuring timely invoice payments. Text links can also be used to optimize scheduling, confirm work orders, and facilitate payment transactions. For smooth financial oversight, invoices and payments are automatically synchronized in both systems. Additionally, secure links can be sent for electronic signatures on work orders, along with convenient credit card payment options. This comprehensive system allows technicians to focus more on their core tasks rather than administrative burdens.
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