Automate document processing into Deltek
Automate exporting data from your documents into Deltek by integrating the Affinda Platform with your Deltek account. Achieve straight-through processing by eliminating manual data entry for good.
Get data from your documents into Deltek
Project Invoices
Extract project codes, client details, line items and invoice data from any invoice to automatically create AP/AR entries in Deltek Costpoint or Vantagepoint.
Employee Timesheets
Pull employee names, project codes, hours worked and billing rates from any timesheet format to automatically update Deltek project records for accurate costing and reduced administrative overhead.
Expense Reports
Extract employee details, project codes, expense types and amounts from receipts and expense forms to automatically create validated expense claims in Deltek for faster reimbursements and better compliance.
Compliance Documents
Extract document type, project associations and compliance dates from regulatory forms and audit reports to automatically classify and organize documents in Deltek, keeping your projects audit-ready and reducing compliance risk.
How to automate document processing into Deltek
Affinda processes your documents in the background and sends data straight into Deltek.Automatically send your documents to Affinda
Upload, email or integrate your documents as soon as you receive themAI agents extract and validate key data fields
Affinda's AI agents extract and transform your data with superior accuracy, thanks to advanced contextual understanding and machine validation.See your data appear in Deltek
Affinda sends your data straight into Deltek, automatically populating all the extracted data fields.Extract any information from any document, fast
Create models in seconds
Upload a claims document and the Affinda Platform will predict the fields you need – like claimant details, policy number, incident date, totals and line items – so you can automate claims document processing in just a few clicks.
Validate and transform data
The platform checks extracted claims data against your business rules and transforms it into a format your claims management system expects. That way, it’s ready for workflows like coverage checks, reserving, routing and settlement.
Apply your business logic
Use natural language to write validation rules that match your claims workflows, for example: flag missing fields; check policy numbers match correct formats; validate that document dates are within ranges; check financial consistency, such as line items summing correctly to totals.Pathway 1: Use the Agent
Create integrations fast, even if you’re not a developer. Choose from 2800+ business systems and describe how you want your claims document processing workflow to connect, using natural language. The Agent will generate the code to make it happen.Pathway 2: Write your own code
Easily connect Affinda Platform to your claims stack using our client libraries and APIs. Automatically generate type-safe Pydantic models or TypeScript interfaces tailored to your claims documents, so extracted fields map cleanly into your workflows.
No need to talk to sales. Get started now
Sign up for free
Sign up and configure your custom extraction model.Set up your integration
The Agent works like your own developer - describe how you want data exported, and it builds the integration for you.Start processing
Send your files to Affinda and watch as the data automatically populates into your downstream system.Automating their document processes with AI
Combine the best of artificial and human intelligence
Frequently asked questions
Does Affinda integrate with Deltek?
Yes. Affinda's integration with Deltek connects your document processing directly to Costpoint and Vantagepoint workflows. It automatically extracts, validates and syncs data from invoices, timesheets, expense reports and compliance documents straight into your Deltek system.With Affinda, you can process project documentation faster, eliminate manual data entry and maintain complete accuracy across your financial and project records through a single, connected workflow.
How does the Affinda-Deltek integration work?
Affinda's intelligent document processing reads any document from any source (email, upload or API) and instantly extracts structured data such as project codes, employee names, line items, amounts and dates.
Once validated, this data is automatically pushed to Deltek Costpoint or Vantagepoint as AP/AR entries, updated project records or expense claims - ready for invoices, timesheets and expense reports.
You can also configure custom validation rules using plain language, ensuring data meets your compliance standards before it reaches Deltek.
What types of documents can Affinda process and send to Deltek?
Affinda processes any document type used in Deltek workflows, including:
- Client invoices and subcontractor invoices
- Employee timesheets
- Expense reports and receipts
- Project contracts
- Regulatory forms and audit reports
It handles both digital and scanned documents with advanced OCR and AI-powered data extraction, achieving over 99% accuracy across all formats.
Do I need to manually upload files to Deltek?
No. Affinda automates the entire process. You have three flexible options for getting documents to Affinda:
- Upload documents directly to your Affinda workspace
- Email documents to Affinda or set up automatic forwarding
- Integrate via API or connect your cloud storage
Once your documents reach Affinda, everything happens automatically. Data is extracted, validated against your business rules and sent straight to Deltek Costpoint or Vantagepoint - no manual uploads required.
Can I define my own validation and business rules?
Yes. Affinda lets you write custom validation rules in plain language before any data reaches Deltek.
For example, you can set rules to:
- Verify project codes are active and properly assigned
- Check timesheet hours against billing rate thresholds
- Flag duplicate invoices or expenses outside policy limits
These checks ensure your Deltek data stays clean, compliant and audit-ready from day one.
Can Affinda handle bulk invoice uploads for Deltek?
Yes. Affinda is built to handle high-volume document processing for Deltek. Whether you're processing a dozen invoices per month or thousands of timesheets, expense reports and compliance documents each week, the platform supports bulk uploads and straight-through automation.
This makes it ideal for professional services firms, government contractors and project-based organizations managing large volumes of financial and project documentation across multiple Deltek instances.
How fast can I get started with the Deltek integration?
You can be processing documents into Deltek in under an hour. Affinda's flexible integration lets you:
- Connect securely to Deltek Costpoint or Vantagepoint
- Map extracted fields to your Deltek entities (like project codes, AP/AR accounts or expense categories)
- Start automating invoice, timesheet and expense processing immediately
For organizations with complex workflows, Affinda also provides API access and custom integration support to match your specific Deltek setup and business requirements.
Is my financial data secure when using Affinda with Deltek?
Absolutely. Affinda follows security standards including ISO 27001:2022, SOC 2 and GDPR for security and compliance. Data is encrypted in transit and at rest, with strict role-based access controls and full audit logging. You can also select region-specific data storage to meet your organization's compliance and data residency requirements.
What are the main benefits of integrating Affinda with Deltek?
By integrating Affinda with Deltek, you can:
- Remove manual data entry from invoices, timesheets and expense reports
- Accelerate billing cycles and improve project cash flow
- Ensure accurate project costing with validated timesheet data
- Speed up expense reimbursements while maintaining policy compliance
- Keep projects audit-ready with automated compliance document management
- Gain complete visibility into document status and data quality across all workflows