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Epicor ECM

Simplify Document Management

Epicor enterprise content management (ECM) and business process automation tools give teams what they need to work more efficiently.

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What is Epicor ECM?

Work Smarter and Faster, from Anywhere

Using Epicor ECM, teams can capture, store and manage any document, from any location, on any device. Integration with virtually any ERP, accounting or other business application delivers an even better return on investment.

  • Automated data entry reduces time, errors, and duplicate data
  • Paperless workflows eliminate the need to “stare & compare”
  • Cloud and on-premises options built for speed and usability

Updates coming in 25.2

Prophet 21 users can now automate freight invoice comparison and payment workflows. This enhancement reduces manual reconciliation and improves cost control by comparing actual carrier charges against Quick Ship estimates carriers that send freight invoices with tracking numbers like UPS, FedEx, and DHL.

ECM Prism Agent responses can now include direct links to ECM documents, improving traceability and confidence in AI-generated insights.

Workflow tasks can now auto-accept high-confidence values taken from documents, streamlining data entry and reducing errors.

ECM Web now includes translations for Traditional Chinese and Indonesian, expanding accessibility for international teams.

  • 1EDI Connector: Streamlines data exchange between ECM and 1EDI SaaS.
  • IDC Connector: Enables seamless integration with IDC SaaS, reducing reliance on on-premises servers.

ECM Agent for Prism

Unlock the power of AI with our SaaS-only feature. You can now ask questions and get answers in natural language, using content from your own company documents stored in ECM.

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Benefits

Empower Teams

Epicor ECM and IDC use artificial intelligence (AI) and machine learning to automatically classify documents and submit them to the right process, so teams can work smarter instead of harder.

  • Create touch-less workflows to add efficiency
  • Eliminate time spent on manual data entry
  • Electronically route documents for quicker approval
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Focus on the Business

A smarter way to manage information lets you focus on managing your business. With Epicor ECM you can reduce costs, save space, increase performance, and eliminate errors from paper processes.

  • Eliminate paper and filing cabinets
  • Access critical business documents from anywhere
  • Empower organizational growth without adding staff
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Elevate Customer Service

Epicor ECM improves the processes that are essential to improving customer service and satisfaction. Keep customer accounts updated in real time with quick, easy ways to file and find documents.

  • Resolve issues quickly
  • Prevent errors and lost documentation
  • Guarantee timely and complete services
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Epicor ECM ranked by G2

Epicor ECM is a Best Estimated ROI for Small Businesses leader for Spring 2025 on G2

Epicor is proud to be recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for Cloud ERP for Product-Centric Enterprises, marking three years in a row.

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Capabilities

Business Process Automation

Routine business activities are more organized, more precise, and faster with Epicor ECM. Integrate with accounting or any ERP system to capture, route, and automate routine tasks.

Automated Workflows

Build customized, streamlined workflows to dramatically improve business processing. This simplifies collaboration and improves efficiency throughout the organization.

Intelligent Data Capture (IDC)

IDC integrates with Epicor ECM to simplify data capture. It eliminates labor-intensive, error-prone and time-consuming manual document processing.

PackageWorks

Streamline the task of collecting and managing key documents. Gather, group, review, approve and share documents quickly and easily using a single platform.

Electronic Forms

Create custom, digital forms with drag and drop technology, and access them on any device. You’ll increase data and workflow visibility, shorten cycle times, improve service and eliminate paper costs.

HR Documents

No more paper files, overstuffed cabinets, or physically moving files between departments. Focus on employees and employee satisfaction—not chasing down forms and files.