Automate document processing into Power BI
Automate exporting data from your documents into Power BI by integrating the Affinda Platform with your Power BI account. Achieve straight-through processing by eliminating manual data entry for good.
Get data from your documents into Power BI
Invoices
Automatically extract supplier details, invoice numbers, dates and line items from invoices, feeding data directly into Power BI datasets for real-time AP dashboards and cash flow insights.
Purchase orders
Extract PO numbers, supplier details, items and amounts from purchase orders, feeding Power BI datasets for procurement spend analysis and supplier performance tracking to optimize purchasing decisions.
Expense reports
Extract employee details, dates, amounts and categories from expense forms and receipts, feeding Power BI for trend analysis to strengthen expense control and detect anomalies.
Sales orders
Extract customer details, order numbers, items and revenue from sales orders, feeding Power BI dashboards for real-time sales performance tracking to improve forecasting accuracy and pipeline visibility.
How to automate document processing into Power BI
Affinda processes your documents in the background and sends data straight into Power BI.Automatically send your documents to Affinda
Upload, email or integrate your documents as soon as you receive them.AI 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 Power BI
Affinda sends your data straight into Power BI, 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 Power BI?
Yes. Affinda's integration with Power BI connects your document processing directly to your analytics workflows. It automatically extracts, validates and syncs data from invoices, purchase orders, expense reports and sales orders straight into Power BI datasets. With Affinda, you can populate dashboards faster, reduce manual data entry errors and maintain complete visibility over your business metrics through a single, connected workflow.
How does the Affinda-Power BI integration work?
Affinda processes documents from any source - email, upload or API - and extracts structured data like supplier names, invoice numbers, line items, dates and totals from invoices, purchase orders, expense reports and sales orders.
Once validated, Affinda automatically syncs this data into Power BI datasets, ready for immediate analysis in your dashboards and reports. Your Power BI data import happens in the background with no manual intervention.
You can also set custom rules - like auto-categorizing expenses by department or flagging high-value invoices for review - to ensure your Power BI data integration matches your business logic.
What types of documents can Affinda process and send to Power BI?
Affinda processes any document type for Power BI data import, including:
- Invoices and purchase orders
- Expense reports and receipts
- Sales orders and timesheets
- Credit notes and supplier statements
It handles both digital and scanned documents, using advanced OCR and AI parsing to deliver 99%+ accuracy across any format or layout.
Do I need to manually upload files to Power BI?
No. With Affinda, document uploads can be fully automated through our APIs. You have three flexible options for getting documents to Affinda:
- Drag and drop files directly into your Affinda workspace
- Forward documents via email manually or set up automatic email forwarding
- Connect your document source through API or third-party cloud storage integration
Once Affinda receives your documents, data is automatically extracted, validated and synced directly to Power BI datasets - ready for immediate analysis in your dashboards.
Can I define my own validation and business rules?
Yes. Affinda lets you configure custom validation and business logic before any data reaches Power BI.
For example, you can set rules to:
- Detect duplicate invoice numbers across datasets
- Verify that line item totals match invoice totals
- Flag unusual amounts or outliers for review
These checks ensure your Power BI dashboards are built on clean, reliable data.
Can Affinda handle bulk invoice uploads for Power BI?
Yes. Affinda handles bulk document processing at any scale. Whether you're processing 20 invoices per month or 20,000 per day, the platform supports high-volume uploads and fully automated workflows.
This makes it ideal for finance teams, data analysts and enterprise organizations managing large volumes of invoices, purchase orders, expense reports and sales orders that need to flow into Power BI datasets without manual intervention.
How fast can I get started with the Power BI integration?
You can be live in under an hour. Affinda's Power BI integration lets you:
- Connect your Power BI account securely via API
- Map document fields to your Power BI datasets and tables
- Start processing documents and populating dashboards immediately
For teams needing deeper customization, Affinda offers full API access and flexible configuration options to tailor your Power BI data integration exactly how you need it.
Is my financial data secure when using Affinda with Power BI?
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 Power BI?
By integrating Affinda with Power BI, you can:
- Eliminate manual data entry and reduce errors across your analytics workflows
- Accelerate insights with real-time dashboards and faster reporting cycles
- Improve data quality and reliability with built-in validation and business rules
- Create fully automated workflows from document receipt to dashboard visualization
- Unlock better decision-making with complete visibility over AP, procurement, expenses and sales performance