Tailored.BI

Thread.bi at work

Thread

Your managed AI advisor, woven into your data warehouse.

Thread.bi isn’t just a briefing — it’s the entire intelligence layer running underneath your business every night. The pipeline that loads your data. The warehouse that shapes it for analysis. The DAX measures and Power BI reports your team relies on. The AI that reasons across all of it and delivers a concise synopsis before you arrive. The email and the app are just how Thread.bi talks to you.

Thread.bi is your complete intelligence portal — not just the morning briefing. Open your reports, ask questions about your data, and review saved analyses, all from a single Microsoft login. Your team never needs to navigate Power BI, manage a separate tool, or request a license.

Your Morning Thread email

Heartland Ag Parts Co.

Thread.bi · April 3, 2026

Morning Thread

Good morning. Thread reviewed your Heartland data overnight. Here is what needs your attention today.

Action needed

Midwest Equipment Co. — $84,200 at 97 days

Your largest single overdue balance has aged 12 days since last week. At $84,200 with no payment activity, this account is approaching write-off territory.

Ask Thread about this customer →

Watch closely

Planter season demand arriving 3 weeks early

Sales order volume for row unit components is up 34% vs last year. Part RU-4420 covers approximately 11 days at current order rate. Lead time from Central States Forgings is 21 days.

Ask Thread about row unit inventory →

Good news

Q1 revenue closed at $2.84M — up 12% vs Q1 2025

March finished at $1.1M, highest single month since October 2024. Gross margin held at 38.2% — consistent with prior two quarters.

Ask Thread for full Q1 breakdown →

FYI

$47,300 in AP coming due in the next 7 days

Six vendor invoices due by April 10th. Iowa Carbide ($18,400) and Central States Forgings ($14,200) make up the majority. Both vendors showing consistent lead times.

Ask Thread for full AP due list →

Thread.bi · Data current as of Apr 3, 2026 8:00 AM MT

Open Thread.bi

What powered this briefing

16 tables loaded · pipeline healthy

Last refresh

Today 8:04 AM MT

Tables loaded

16 / 16 ✓

Records processed

247,438

Run duration

4m 12s

30-day streak

29 / 30 ✓

Table status — this morning

Cust

Parts

Vend

Emp

Sales

Ord

Inv

Ship

Prod

Labor

Dept

Cal

If any table fails to load, Tailored.BI receives an immediate alert. Issues are typically resolved before your team arrives — you are never left with stale data without warning.

Heartland Ag Parts Co. · Microsoft Fabric · Epicor Kinetic

Managed by Tailored.BI

Morning Thread

Every morning Thread delivers a focused briefing of the insights that matter most — configured around your business priorities, informed by your history, ready before you arrive.

Ask Thread

Ask anything about your business in plain English. Thread queries your data warehouse and returns an answer in seconds. The questions you ask shape what Thread surfaces in tomorrow’s Morning Thread.

Learns your business

Thread.bi remembers what it flagged yesterday, tracks whether issues improve or worsen, and learns from the questions you ask. Configure your focus areas, memory depth, and custom instructions — Thread.bi adapts to how you run your company.

Not off the rack. Tailored to your business.

Thread.bi runs on your private Fabric warehouse, knows your Epicor data structure, accumulates your business history, and learns from how you use it. The longer Thread knows your business, the more it understands — and the less you have to ask.

See it in action →

How Thread works

Thread.bi works the night shift.

While your production system is idle and your team has gone home, Thread is working. Every night it pulls the day's activity from Epicor, shapes it into clean analytical data, and has your morning briefing ready before your first cup of coffee.

Epicor — your production system

→

Built for transactions

Enter orders, ship parts, receive inventory. This is what Epicor does better than anything.

→

Real-time operational view

What just shipped. What's on order. What's in the queue. Live, row by row.

→

For your operations team

The floor manager, the shipping clerk, the purchasing team. People who need to act right now.

Thread.bi — your analytical layer

✓

Built for decisions

Revenue trends, margin by product line, AR aging, vendor performance. The picture behind the transactions.

✓

This morning's numbers

Not one day behind — built from last night's activity and ready before your workday starts.

✓

For owners and executives

The CFO, the owner, the GM. People who need to understand the business, not just the next transaction.

Every night, automatically

8pm

Epicor goes quiet. Production day ends.

2am

Thread.bi pulls every transaction. Warehouse refreshes.

2am

Morning briefing generated. Issues surfaced before they grow.

6am

Email delivered. You arrive knowing exactly where the business stands.

Keep using Epicor for

→ Entering orders, invoices, and receipts

→ Printing customer invoices and statements

→ Packing slips, purchase orders, shipping docs

→ Day-to-day operational screens your team lives in

Use Thread for

✓ Revenue trends, margins, and forecasts

✓ AR aging, AP exposure, cash flow visibility

✓ Customer and vendor performance over time

✓ Executive dashboards and board-ready reports

Why it matters

Three tools. Three jobs. Each doing what it was built for.

Most Epicor manufacturers are asking one tool to do the job of three. Tailored.BI gives each layer of your business intelligence stack exactly the right role.

Layer 1

Epicor

Transactions

Epicor was built for operational work — entering orders, shipping parts, receiving inventory, managing jobs. It does this better than anything else. Keep using it for exactly that.

Your SSRS reports — customer invoices, vendor statements, packing slips, pick tickets — keep running exactly as they do today. Tailored.BI never touches your operational documents.

What Epicor was not built for: telling you what your numbers mean, tracking trends across months, or surfacing the insight buried in six months of transaction history.

Layer 2

Thread.bi

Intelligence

Every night Thread pulls your Epicor transactions into a private Microsoft Fabric warehouse — clean, shaped, and ready for analysis. Then it reasons across your data and delivers your Morning Thread before you arrive.

Thread.bi answers the questions Epicor was never designed to answer. Which customers are heading toward collections? Is this month tracking ahead or behind last year? Where are jobs running over budget? What parts are going to stock out before the season peaks?

This is not generic AI connected to your data. Thread knows your Epicor schema, your manufacturing model, your seasonal patterns — and gets more useful the longer it knows your business.

Layer 3

Power BI

Visual layer

Thread.bi tells you what is happening. Power BI shows you the full picture. Every Tailored.BI subscription includes professionally designed reports — Executive Scorecard, Revenue and Sales, Margin and Profitability, AR and AP, Financial Trends — built on the same warehouse Thread.bi uses and embedded directly in your Thread.bi portal.

Your team logs in once with their Microsoft account and sees everything: their Morning Thread, their reports, their saved insights. No separate Power BI license. No separate destination. Always current. Always consistent. Available on any device.

Connecting Power BI directly to Epicor works — briefly. It slows your ERP, breaks on upgrades, and requires rebuilding every calculation from raw tables. The warehouse fixes all of that. Thread and Power BI run against a clean analytical copy of your data, never touching production during business hours.

“Epicor tells you what’s happening. Thread tells you what it means.”

Your Epicor keeps doing what it was built for. Thread handles what it never was.

Deliverables

What you actually get

Production Power BI reports built on the TailoredBI warehouse schema — not mockups, not templates. Real models connected to your Epicor data.

$24.3M

Revenue

37.4%

Gross Margin

+$0.6M

Var to Budget

Financial Performance

P&L Summary, Revenue Detail, Cost & Margin, Budget vs. Actual, Department Drill-through, and Rolling 12-Month Trend. Slicers for Fiscal Year, Period, Department, and Scenario (Actual/Budget/Forecast).

fact.GL dim.Account dim.Department 6 pages

$18.1M

Net Revenue

44.2%

Avg Margin

+8.2%

vs Prior Year

Sales Performance

Revenue by customer, rep, product line, and region. Top-10 customer ranking, gross margin by product group, order backlog, and YOY trend. Drill-through from summary to order-line detail.

fact.SalesOrder dim.Customer dim.SalesRep dim.Part

$847K

Total Open AR

$124K

31–60 Days

$38K

90+ Days

Current

1–30

31–60

61–90

90+

AR Aging & Collections

Aging buckets (Current / 1–30 / 31–60 / 61–90 / 90+), DSO trend, customer-level balance detail, payment history, and overdue alerts. Drill-through from bucket to individual invoice lines.

fact.ARInvoice dim.Customer dim.Terms Aging buckets

$312K

Total Value

Below Reorder

6.2x

Turns (Annual)

DOOR-INT-36	● Normal	120 EA
MAT-LUMBER	● Normal	32,000 BF
DOOR-EXT-36	⚠ Low	85 EA
MAT-GLASS	⚠ Low	320 EA

Inventory & Stock Status

On-hand, allocated, available, and on-order quantities by part and warehouse. Stock status flags (Normal / Below Reorder / Stockout / Overstocked), inventory turns, and period-over-period value trend.

fact.Inventory fact.InventoryTrans dim.Part dim.Warehouse

94.2%

Completion Rate

1.8%

Scrap Rate

96.4%

Labor Efficiency

J2401	Complete	-$89
J2402	Complete	+$53
J2405	Complete	-$93
J2407	In Process	—

Production & Job Costing

Job completion rates, scrap analysis, labor efficiency (actual vs. estimated hours), cost variance by job and product, and on-time delivery tracking. Drill-through from summary to individual job operations.

fact.Production fact.LaborTime dim.Employee bridge.JobMaterial

$1.2M

PO Spend YTD

91%

On-Time Receipt

$174K

Open AP

Rocky Mtn Lumber	Preferred	$421K
Premium Glass Co	Preferred	$214K
Natl Hardware	Preferred	$138K
CNC Tooling	Standard	$88K

Purchasing & Accounts Payable

PO spend by vendor and category, receipt performance, open PO tracking, AP aging, and DPO analysis. Vendor scorecards with lead time, on-time rate, and spend trend. AP aging buckets mirror the AR model.

fact.PurchaseOrder fact.APInvoice dim.Vendor dim.Terms

Pricing

Start with one module. Add more as you grow.

Every tier includes Thread, your private Fabric warehouse, and daily pipeline. Choose the modules that match where you are today — add more when you're ready.

Foundation

$1,500/mo

$5,000 one-time setup

The Finance module. Thread wakes up every morning knowing your AR, AP, revenue, and margins — and tells you what matters before you arrive.

Finance module

✓ AR aging · AP exposure · GL trends · Revenue vs PY

✓ Morning Thread — finance lens, daily to your inbox

✓ Ask Thread — plain English finance questions

✓ Thread Insights — saved visual analyses

Power BI reports

✓ Executive Scorecard

✓ Financial Performance

✓ AR Aging Statement

Infrastructure

✓ Hosted on Tailored.BI managed Fabric

✓ Unlimited report viewers — no Power BI licenses required

✓ NDA before we connect to anything

Start with Finance →

Module	Thread.bi focuses on	Power BI reports	Foundation	Growth	Partner
Finance	AR aging, AP exposure, GL trends, revenue vs PY, margins	Executive Scorecard, Financial Performance, AR Aging Statement	✓	✓	✓
Operations	Production variance, job costing, inventory risk, WIP aging	Production Variance, Inventory Analysis	—	✓	✓
Sales	Revenue trends, customer analysis, backlog, order-to-ship	Revenue & Sales, Customer Performance	—	✓	✓
Purchasing	PO exposure, vendor lead times, price variance, sole-source risk	Purchasing Analysis, Vendor Scorecard	—	—	✓
Inventory	Slow movers, stockout risk, carrying cost, seasonal demand	Inventory Health, Part Velocity	—	—	✓

Frequently asked questions

What about our existing SSRS reports — invoices, statements, board packets?

Keep them. SSRS is the right tool for pixel-perfect operational documents — customer invoices, vendor statements, packing slips. These need exact formatting and consistent output every time, and SSRS delivers that. Tailored.BI builds your analytical layer alongside Epicor, not instead of it. Your existing SSRS reports keep running exactly as they do today. If you need new customer-facing documents built as part of your engagement, we can build those too.

Is the data real-time? What if I need to see what just happened on the floor?

Thread.bi updates overnight — every morning you have a complete picture of yesterday's activity, shaped and ready for analysis. For what is happening right now on the floor — active jobs, live inventory, open orders — Epicor's operational screens are the right tool. Thread.bi and Epicor are not competing. They answer different questions. Epicor tells you what is happening. Thread.bi tells you what it means.

Do I need a Power BI license?

No. Reports are embedded directly in the Thread.bi portal using Microsoft’s embedded analytics. Your team logs in with their existing Microsoft account and views live, filtered reports — no Power BI license, no Power BI app, no navigating the Power BI service. Anyone at your company can access reports through Thread.bi. One URL, one login, everything included.

Who owns the data?

You do. Your data lives in an isolated Microsoft Fabric workspace. We are the administrators, but your data is contractually yours. We sign an NDA before any connection is made.

Does my IT team need to be involved?

Briefly during setup — we connect once to deploy a small staging database and install a lightweight gateway agent on your server. After that, the agent runs on its own, making outbound-only HTTPS connections to Microsoft’s cloud. No open ports, no inbound firewall changes, no ongoing IT involvement. Your Epicor server never talks directly to the internet. The whole setup typically takes a few hours and we walk your IT person through it.

What if I want to cancel?

30 days written notice. We export your data, provide all report files, and help you transition. No hostage situations — if we're not delivering value, you should be able to leave.

How long does setup take?

Typically 3–4 weeks from signed agreement to first live report. Week 1: connection and warehouse setup. Week 2: pipeline validation. Week 3: report build and review. Week 4: training and go-live.

Do you work with Epicor on-premises?

Yes — that’s our primary configuration. We deploy a small staging database on your existing SQL Server and install a lightweight gateway agent that sends data outbound through encrypted HTTPS channels to Microsoft’s cloud — the same infrastructure that runs Microsoft 365 and Azure. Your Epicor server never touches the internet directly, and the agent has read-only access — it can never modify your Epicor data. If we need to make updates later, we reconnect briefly the same way. Cloud-hosted Epicor also works.

Your data. Full stop.

If it’s free, you’re the product. Thread is different.

AI is not a boogeyman. But the concern behind that fear is legitimate — and worth addressing directly.

Generic AI tools

Free to use — which means your inputs have value to someone else. The questions you ask and the data you share may feed back into a model that serves millions of other users.

Your business context — customers, margins, inventory levels, vendor relationships — enters a shared system with no guarantee of where it goes next.

The AI knows nothing specific about your business. It answers from general training — not from six months of your actual Epicor history.

Thread.bi

✓

You are the subscriber, not the product. Thread is a paid service. Your data has no value to Tailored.BI beyond serving your business — there is no other use for it.

✓

Your Epicor data lives in a private, isolated warehouse on Tailored.BI’s dedicated Microsoft infrastructure. It never touches another client’s environment. It never trains a shared model.

✓

Thread reasons about your data inside your warehouse context. Your AR aging goes in. Your Morning Thread comes out. Nothing leaves that loop.

Isolated

Your warehouse is yours alone. No shared databases. No commingled data.

Read-only

Thread.bi never writes to Epicor. It reads your transactions. That is the full extent of its access.

No training

Your data does not improve Thread for anyone else. It serves one business — yours.

Microsoft

Built on Microsoft Fabric — the same infrastructure your IT team already trusts for Office 365 and Azure.

Thread is a reasoning engine. It reads your data, thinks about what matters, and tells you what it found. You are not the product. You are the client. And your business data exists in Thread’s world for exactly one purpose — to make your Morning Thread more useful tomorrow than it was today.

Before we connect to anything, we sign an NDA. Your data is your business. We treat it that way.

How your data moves

One secure path. Your data stays yours.

Every client runs the same proven architecture. During a one-time setup, we deploy a small staging database on your existing SQL Server and install a lightweight gateway agent. After that, your data flows outbound through encrypted channels to Microsoft’s cloud — no open ports, no inbound firewall changes, and your Epicor server never touches the internet directly.

One-time setup on your server

On your premises

We connect briefly to your network to deploy a small staging database and stored procedures directly onto your existing SQL Server. Then we install a lightweight gateway agent — like a printer driver. The whole process typically takes a few hours, and your IT person is with us the entire time. After setup, the agent runs on its own — making outbound-only HTTPS connections to Microsoft’s cloud. Nothing can reach in from outside. No open ports, no inbound firewall changes needed. Read-only access only — nothing can ever write to or modify your Epicor data.

Outbound-only · Encrypted · Read-only

Your dedicated data warehouse

Tailored.BI managed infrastructure

A purpose-built Microsoft Fabric warehouse, isolated to your account — no other client can access it. Our pipeline runs every morning, pulling only changed records from Epicor, shaping them into clean reporting tables. Your ERP is never slowed down.

Refreshed daily · Monitored 24/7

Your branded Power BI reports

Browser · No install required

Your team bookmarks one URL — Thread.bi. They log in with their existing Microsoft account and see everything: their Morning Thread briefing, live Power BI reports, saved insights, and Ask Thread. No Power BI license. No Excel exports. No waiting for IT. One login, one portal, everything your business intelligence needs.

SOC 2

Microsoft infrastructure

NDA first

Before any connection is made

Isolated

Your workspace, your data only

Read-only

We never write to your Epicor

What's included

Everything in your subscription. Nothing you have to manage.

Your monthly subscription covers the full managed service — not just the initial build. We run it every day, monitor it, fix it when something changes in Epicor, and improve it as your business grows.

Dedicated data warehouse

A purpose-built Microsoft Fabric warehouse scoped to your Epicor data — clean star-schema tables, full history, isolated from every other client.

Daily pipeline refresh

Watermark-driven incremental refresh every morning — only changed Epicor records move. Your ERP stays fast. Your reports stay current.

Embedded Power BI reports — no licenses required

Production-grade Power BI reports embedded directly in the Thread.bi portal. Your team accesses them with their existing Microsoft login — interactive, filterable, and available from any browser. No Power BI license. No Power BI app. No additional cost.

Board-ready reports

Executive summaries, management packs, and period reviews — pixel-perfect formatting for board meetings, auditors, and leadership review.

Monitoring and alerts

Daily pipeline email confirms every table loaded successfully. If anything fails, you know before your team does — and we're already fixing it.

Ongoing support and improvements

Regular check-in calls, custom measure requests, and report improvements included in your tier. As your business changes, your reports keep up.

Built on Microsoft Fabric, Power BI, and SQL Server — enterprise-grade infrastructure you benefit from without having to manage.

Microsoft Fabric Power BI SQL Server Epicor Kinetic Azure DAX

Know your business
before breakfast.

Your managed AI advisor, woven into your data warehouse.

Morning Thread

Ask Thread

Learns your business

Thread.bi works the night shift.

Thread.bi tells you what they mean.

Three tools. Three jobs. Each doing what it was built for.

What you actually get

Financial Performance

Sales Performance

AR Aging & Collections

Inventory & Stock Status

Production & Job Costing

Purchasing & Accounts Payable

Start with one module. Add more as you grow.

Frequently asked questions

Make to Stock. Make to Order. Hybrid. We've built all three.

If it’s free, you’re the product. Thread is different.

One secure path. Your data stays yours.

One-time setup on your server

Your dedicated data warehouse

Your branded Power BI reports

Everything in your subscription. Nothing you have to manage.

Dedicated data warehouse

Daily pipeline refresh

Embedded Power BI reports — no licenses required

Board-ready reports

Monitoring and alerts

Ongoing support and improvements

Ready to see your Epicor data live?

Know your businessbefore breakfast.

Your managed AI advisor, woven into your data warehouse.

Morning Thread

Ask Thread

Learns your business

Thread.bi works the night shift.

Thread.bi tells you what they mean.

Three tools. Three jobs. Each doing what it was built for.

What you actually get

Financial Performance

Sales Performance

AR Aging & Collections

Inventory & Stock Status

Production & Job Costing

Purchasing & Accounts Payable

Start with one module. Add more as you grow.

Frequently asked questions

Make to Stock. Make to Order. Hybrid. We've built all three.

If it’s free, you’re the product. Thread is different.

One secure path. Your data stays yours.

One-time setup on your server

Your dedicated data warehouse

Your branded Power BI reports

Everything in your subscription. Nothing you have to manage.

Dedicated data warehouse

Daily pipeline refresh

Embedded Power BI reports — no licenses required

Board-ready reports

Monitoring and alerts

Ongoing support and improvements

Ready to see your Epicor data live?

Know your business
before breakfast.