Epicor Kinetic document automation for field service and equipment companies

For field service and equipment companies, parts invoices, equipment POs, and service quotes shuttle between the field and the office and get re-keyed before billing or dispatch. DynamoDocs captures each of those documents from a monitored mailbox or upload, reads every field with AI (no per-vendor template), suggests a GL account for each line, and posts it into Epicor Kinetic through a REST endpoint in front of Epicor Kinetic, or CSV files for a Kinetic import. There is no prebuilt Kinetic connector. Mapped records go as JSON to a REST endpoint you name (often one built on Kinetic's REST services), or as CSV files for an import. Clean documents post automatically; only exceptions reach a person, so billing and dispatch stop waiting on re-keyed parts and equipment paperwork.

It becomes an AP invoice in Epicor Kinetic, with header and line-item fields validated before anything posts. Delivers AP invoices, sales orders, and quotes shaped to the fields you map. A visual field-mapping engine shapes the record into exactly what Epicor Kinetic expects, so nothing is retyped and nothing posts half-filled.

DynamoDocs suggests a GL account for each line from your keyword rules and from how the same part or description was coded before, and a person confirms it. It does not assign work order and equipment or unit for you, but where a document prints them they can be captured as added fields and mapped into the record Epicor Kinetic receives. Anything that fails a validation rule is flagged field-by-field for a quick fix before it posts.

Purchase orders become a sales order and RFQs become a quote in Epicor Kinetic, with every line, parts and component invoices included, read and validated first. Maps suppliers, customers, GL accounts, and part numbers to the ones already in Kinetic.

Keying one document into Epicor Kinetic typically takes 5–10 minutes and costs $2–$6 in labor, before the cost of fixing a mis-keyed line. DynamoDocs does it in seconds and only flags exceptions, so the labor left is the review time on those, while billing and dispatch stop waiting on re-keyed parts and equipment paperwork.