Automate document processing into Pronto Xi
Automate exporting data from your documents into Pronto Xi by integrating the Affinda Platform with your Pronto Xi account. Achieve straight-through processing by eliminating manual data entry for good.
Get data from your documents into Pronto Xi
AP invoices
Automatically extract supplier invoices into Pronto Xi to create AP entries, validate line items and totals, and accelerate your accounts payable workflow.
Maintenance records and reports
Extract asset maintenance data from inspection reports and service records to update Pronto Xi asset management modules, improving lifecycle tracking and reducing equipment downtime.
Purchase order matching
Match supplier invoices to open purchase orders in Pronto Xi automatically, flagging discrepancies to prevent overpayments and strengthen financial controls.
Safety and compliance documents
Extract compliance data from safety forms and certificates - including expiry dates and status - to track regulatory requirements in Pronto Xi and reduce risk.
How to automate document processing into Pronto Xi
Affinda processes your documents in the background and sends data straight into Pronto Xi.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 Pronto Xi
Affinda sends your data straight into Pronto Xi, 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 Pronto Xi?
Yes. Affinda's integration with Pronto Xi connects your document processing directly to your ERP workflows. It automatically extracts, validates and imports data from invoices, purchase orders, maintenance records and compliance documents into Pronto Xi.With Affinda, you can process transactions faster, eliminate manual data entry and maintain complete visibility across your operations - from accounts payable to asset management - through a single, connected workflow.
How does the Affinda-Pronto Xi integration work?
Affinda's intelligent document processing reads any document from any source (email, upload or API) and instantly extracts structured data such as supplier details, invoice numbers, dates, line items, asset IDs and compliance information.
Once validated, this data is automatically pushed to Pronto Xi to create AP entries, update asset management modules or match invoices to open purchase orders, ready for immediate processing.
You can also configure custom validation rules, such as auto-approval thresholds for trusted suppliers or routing flagged discrepancies for manual review.
What types of documents can Affinda process and send to Pronto Xi?
Affinda can extract data from any document type, including:
- Supplier invoices and purchase orders
- Maintenance records and inspection reports
- Sales orders and receipts
- Compliance certificates and safety forms
It handles both digital and scanned documents, using advanced OCR and AI-powered parsing to achieve more than 99% accuracy across complex layouts and multiple languages.
Do I need to manually upload files to Pronto Xi?
No. Affinda can fully automate document ingestion through our APIs. You have three ways to get your documents to Affinda:
- Upload files directly into your Affinda workspace
- Email documents manually or set up automatic forwarding
- Integrate via API or connect to third-party cloud storage
Once received, Affinda automatically extracts and validates your data, then sends it directly to Pronto Xi - ready for processing, approval or reconciliation.
Can I define my own validation and business rules?
Yes. Affinda lets you define custom validation and business logic before any data reaches Pronto Xi.
For example, you can set rules to:
- Flag duplicate invoices or missing purchase order numbers
- Verify that invoice line items match open PO quantities and prices
- Check compliance certificate expiry dates for mining operations
- Validate asset IDs against your maintenance schedule
These checks ensure your Pronto Xi data is accurate, compliant and ready for immediate processing.
Can Affinda handle bulk invoice uploads for Pronto Xi?
Yes. Affinda handles bulk document processing with ease. Whether you're processing 50 supplier invoices a month or 5,000 maintenance records a week, Affinda's platform supports high-volume uploads and straight-through automation into Pronto Xi.
This makes it ideal for manufacturing plants, mining operations and retail businesses managing large volumes of invoices, purchase orders and compliance documents across multiple sites.
How fast can I get started with the Pronto Xi integration?
You can start processing documents into Pronto Xi within an hour. Affinda's flexible integration lets you:
- Connect via API to your Pronto Xi environment
- Map extracted document fields to Pronto Xi entities (like AP invoices, assets or purchase orders)
- Configure validation rules and business logic
- Begin automating document workflows immediately
For organizations with complex requirements, Affinda supports custom integrations and can work alongside your existing Pronto Xi modules across multiple sites.
Is my financial data secure when using Affinda with Pronto Xi?
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 Pronto Xi?
By integrating Affinda with Pronto Xi, you can:
- Eliminate manual data entry and reduce errors across AP, asset management and compliance workflows
- Accelerate invoice processing and month-end close with automated validation and matching
- Improve asset lifecycle management and reduce equipment downtime with automated maintenance tracking
- Strengthen financial controls and prevent overpayments through automated purchase order matching
- Ensure regulatory compliance and reduce operational risk with automated safety document tracking