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features
design
support

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Description

Epicor Prism is an innovative application powered by AI, aimed at boosting team efficiency and offering a competitive edge through insightful analytics. Drawing on over five decades of expertise in ERP, it seamlessly integrates a network of specialized AI agents tailored to specific industries alongside robust ERP and data frameworks. This integration streamlines access to essential systems while employing a conversational chat interface to facilitate automated interactions between humans and machines, ultimately enhancing business outcomes. By harnessing vital insights and deploying vertical AI agents, Prism significantly reduces time spent on tasks by incorporating generative AI features—such as advanced language models and retrieval-augmented generation—directly into Epicor's top-tier ERP solutions and business applications. Created through close collaboration with clients, Prism redefines operational processes and heralds a new era of ERP tailored for manufacturers, distributors, and retailers, ensuring that businesses are equipped to meet the challenges of an evolving market landscape.

Description

Integrate Stripe and CRM data to automate customer revenue recognition, invoicing, and accounts receivable aging. With ease, you can delve into and navigate through annual recurring revenue, net revenue retention, logo retention cohorts, SaaS profit and loss statements, as well as your GAAP financial reports. Collaborate with experts who grasp your challenges and can assist you in resolving them effectively. Let Rillet AI optimize your closing process and streamline tedious workflows by summarizing them in just a few sentences. Conduct data analyses in mere seconds, eliminating the need for multiple data exports, complex pivot tables, and extensive lookups. A real-time synchronization from your CRM generates a revenue waterfall and deferred revenue schedules automatically. You can also effortlessly adjust existing contracts and establish tailored revenue patterns. Moreover, connect seamlessly with over 11,000 banks and credit unions, while our advanced machine-learning algorithms achieve a remarkable 90% transaction matching accuracy. This innovative approach not only saves time but also enhances your overall financial management efficiency.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Avalara No 
Brex No 
Epicor Kinetic Yes 
Expensify No 
Gusto No 
HubSpot CRM No 
HubSpot Customer Platform No 
Justworks No 
Lunos No 
Monk No 
Ramp No 
Rippling No 
Salesforce No 
Snowflake No 
Solvimon No 
Stackpack No 
Stripe No 
TaxJar No 
Taxwire No 

Integrations

Avalara Yes 
Brex Yes 
Epicor Kinetic No 
Expensify Yes 
Gusto Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Justworks Yes 
Lunos Yes 
Monk Yes 
Ramp Yes 
Rippling Yes 
Salesforce Yes 
Snowflake Yes 
Solvimon Yes 
Stackpack Yes 
Stripe Yes 
TaxJar Yes 
Taxwire Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$199 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Epicor Software

Founded

1972

Country

United States

Website

www.epicor.com/en-us/products/ai-powered-applications/prism/

Vendor Details

Company Name

Rillet

Website

rillet.com

Product Features

Artificial Intelligence

Chatbot No 
For Healthcare No 
For Sales No 
For eCommerce No 
Image Recognition No 
Machine Learning No 
Multi-Language No 
Natural Language Processing No 
Predictive Analytics No 
Process/Workflow Automation No 
Rules-Based Automation No 
Virtual Personal Assistant (VPA) No 

Conversational AI

Code-free Development No 
Contextual Guidance No 
For Developers No 
Intent Recognition No 
Multi-Languages No 
Omni-Channel No 
On-Screen Chats No 
Pre-configured Bot No 
Reusable Components No 
Sentiment Analysis No 
Speech Recognition No 
Speech Synthesis No 
Virtual Assistant No 

ERP

Accounting Integration No 
Accounting Management No 
CRM No 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management No 
Order Management No 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics No 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

ERP

Accounting Integration No 
Accounting Management No 
CRM No 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management No 
Order Management No 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics No 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

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