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Epicor Certified Specialists

Epicor ERP
Financial
Support

We help mid-market companies unlock the full power of Epicor's financial suite — from implementation and GL configuration to ongoing support, reporting, and optimization.

200+ Implementations
15+ Years Experience
98% Satisfaction Rate
48h Avg. Response
Month-End Close Status
3.2 Days Average
Down from 10+ days before optimization
AP Automation Rate
94% Straight-Through Processing
3-way match enabled across all vendors
Financial Reporting
Real-Time Dashboards Live
Power BI + Epicor BAQ integration active
Trusted by

Comprehensive Epicor
Financial Support

From initial setup to advanced customization, we cover every phase of your Epicor financial journey — with a team that speaks both finance and technology.

01

Implementation

Full lifecycle deployment of Epicor financial modules — chart of accounts, GL configuration, multi-entity structures, and go-live support.

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02

Configuration & Setup

Precision configuration of AP, AR, GL, and reporting — aligned with your industry, accounting standards, and internal workflows.

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03

Reporting & Dashboards

Custom financial reports, BAQ queries, and Power BI dashboards delivering real-time visibility into your financial performance.

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04

Ongoing Support

Dedicated helpdesk, monthly health checks, and proactive monitoring — so your financial operations run without interruption.

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05

Training & Adoption

Role-based training for accounting teams — from basic navigation to advanced period-close and compliance workflows.

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06

Upgrades & Migration

Smooth version upgrades, Kinetic migration planning, and data integrity validation — always on the latest stable release.

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Every Epicor
Finance Module
Covered

Our consultants hold deep expertise across the complete Epicor financial ecosystem — no need to juggle multiple vendors.

Talk to an Expert
MODULE 01

General Ledger

Chart of accounts, journal entries, multi-book accounting, intercompany, and fiscal period management.

Multi-CurrencyConsolidationAllocations
MODULE 02

Accounts Payable

Vendor management, invoice matching, payment runs, early payment discounts, and approval workflows.

3-Way MatchACH / EFTAging Reports
MODULE 03

Accounts Receivable

Customer invoicing, cash application, collections management, and credit limit configuration.

Auto-ApplyDunning LettersCredit Control
MODULE 04

Cash Management

Bank reconciliation, cash forecasting, petty cash, and electronic bank statement imports.

Bank RecsForecastingBAI2 Import
MODULE 05

Fixed Assets

Asset lifecycle tracking, depreciation schedules, GAAP/IFRS compliance, disposals, and transfers.

Straight-LineMACRSImpairment
MODULE 06

Financial Reporting

Financial Report Writer, custom BAQs, dashboards, and integration with external BI tools.

FRWPower BICustom BAQ

A Structured Path
to Success

Every engagement follows a proven framework designed to minimize disruption and deliver measurable outcomes.

1

Discovery

Audit your environment, document pain points, and define success metrics with your team.

2

Design

Map your financial processes to Epicor capabilities and design the optimal configuration blueprint.

3

Build & Test

Configure, migrate data, test integrations, and run UAT in a dedicated sandbox environment.

4

Support

Post-go-live hypercare, ongoing optimization, and a dedicated support desk for smooth operations.

Epicor Certified Partner — Finance Specialization

"We don't just configure software — we align your financial system to your business strategy."

200+Epicor projects delivered
15+Years on Epicor platform
98%Client retention rate
3Countries supported

Finance-First,
Tech-Enabled

Certified Epicor Consultants

Every team member holds current Epicor certification backed by real-world implementation experience across manufacturing, distribution, and services.

CPA-Level Financial Depth

Our senior consultants include CPAs and former CFOs who understand the accounting principles — not just the button clicks.

Fixed-Fee Engagements

No billing surprises. Project-based pricing ensures alignment between our success and yours from day one.

North America Coverage

On-site, remote, or hybrid — we support clients across the US, Canada, and Mexico with bilingual consultants.

What Our
Clients Say

Antes todo estaba con madre, desde que llego kinetic ya no vale....
MR
Pin
CFO · Apex Manufacturing
"The team knew Epicor inside and out. Our intercompany eliminations and multi-currency setup were complex, and they nailed it. Highly recommended for any mid-size distributor."
JK
James Kowalski
VP Finance · Northgate Distribution
"From Epicor 10 to Kinetic — Virtus managed the entire upgrade with zero data loss and minimal downtime. Their post-migration support was outstanding."
LP
Laura Park
Controller · Solaris Tech

Ready to Optimize Your
Epicor Financials?

Get a free 60-minute assessment with one of our senior consultants — no commitment required.

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