Automate document processing into Procore
Automate exporting data from your documents into Procore by integrating the Affinda Platform with your Procore account. Achieve straight-through processing by eliminating manual data entry for good.
Get data from your documents into Procore
Invoices
Automatically extract vendor details, invoice numbers, line items and totals from subcontractor invoices to create or update records in Procore, link them to projects and accelerate your AP workflow.
Change orders
Extract project details, CO numbers, descriptions and values from change orders to automatically update Procore change order logs and trigger approval workflows, improving change management and reducing project delays.
Compliance documents
Extract vendor details, document types and expiry dates from insurance certificates and safety forms to automatically track compliance in Procore, ensuring regulatory adherence and reducing project risk.
RFIs and submittals
Extract project details, RFI numbers and status to automatically update Procore logs and notify project teams, accelerating information flow and improving coordination.
How to automate document processing into Procore
Affinda processes your documents in the background and sends data straight into Procore.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 Procore
Affinda sends your data straight into Procore, 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 Procore?
Yes. Affinda's integration with Procore connects your construction document processing directly to your project management workflows. It automatically extracts, validates and syncs data from invoices, change orders, compliance documents, RFIs and submittals straight into Procore.With Affinda, you can process construction documents faster, eliminate manual data entry and keep complete control over your project records through a single, connected workflow.
How does the Affinda-Procore integration work?
Affinda processes construction documents from any source - upload, email or API - and extracts structured data like vendor details, project codes, invoice line items, change or purchase order values and compliance expiry dates.
Once validated, this data automatically creates or updates records in Procore - populating invoice entries, change order logs, compliance tracking modules and RFI registers, ready for your team to review or approve.
You can also configure custom validation rules and business logic, such as auto-linking invoices to specific projects or flagging expired compliance documents for immediate attention.
What types of documents can Affinda process and send to Procore?
Affinda processes any construction document type, including:
- Subcontractor invoices and receipts
- Change and purchase orders
- Insurance certificates and safety forms
- RFIs (Requests for Information) and submittals
It handles both digital and scanned documents across any format or layout, using advanced OCR and AI to achieve over 99% accuracy on your construction documents.
Do I need to manually upload files to Procore?
No. Affinda fully automates document ingestion through our APIs. You have three ways to get your construction documents to Affinda:
- Upload documents directly to your Affinda workspace
- Email documents manually or configure automatic forwarding
- Integrate via API or connect to your existing cloud storage
Once received, Affinda extracts and validates the data, then sends it directly to Procore - automatically creating or updating records without any manual file uploads.
Can I define my own validation and business rules?
Yes. Affinda lets you define custom validation logic using natural language before any data reaches Procore.
For example, you can set rules to:
- Flag duplicate invoices or change orders
- Verify compliance documents haven't expired
- Check that change order values align with project budgets
- Validate project codes match your Procore records
These checks ensure your construction data in Procore is accurate, compliant and ready for immediate use.
Can Affinda handle bulk invoice uploads for Procore?
Yes. Affinda's platform is built for scale. Whether you process 20 construction documents a week or 20,000 a day, Affinda supports bulk uploads and straight-through automation for invoices, change orders, compliance documents and more.
This makes it ideal for general contractors, project management teams and AP departments handling high volumes of subcontractor documents across multiple projects.
How fast can I get started with the Procore integration?
You can be up and running in under an hour. Affinda's flexible Procore integration lets you:
- Connect securely via Procore API authentication
- Map your construction document fields to Procore entities (like invoices, change orders or compliance records)
- Start processing documents immediately
For construction teams managing multiple projects or high document volumes, Affinda also provides API access and dedicated support for deeper customization and enterprise-scale deployment.
Is my financial data secure when using Affinda with Procore?
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 Procore?
By integrating Affinda with Procore, you can:
- Eliminate manual data entry and reduce errors across all construction documents
- Accelerate AP workflows and improve project cost tracking
- Streamline change management and reduce project delays
- Ensure regulatory compliance and reduce risk with automated tracking
- Speed up information flow between project teams and stakeholders
- Gain complete visibility over document status and data accuracy