Automate document processing into Rootstock ERP
Automate exporting data from your documents into Rootstock ERP by integrating the Affinda Platform with your Rootstock ERP account. Achieve straight-through processing by eliminating manual data entry for good.
Get data from your documents into Rootstock ERP
AP Invoices
Automatically extract supplier invoice data and create validated AP invoices directly in Rootstock ERP - eliminating manual entry, reducing errors and accelerating your accounts payable workflow.
Purchase order matching
Match supplier invoices to open purchase orders in Rootstock automatically - Affinda extracts and validates PO numbers, line items and quantities, flagging discrepancies before payment to prevent overpayments and improve audit trails.
Sales orders
Extract customer purchase order data and create sales orders in Rootstock automatically - linking CRM to ERP for faster order processing, improved customer service and unified visibility.
Quality certificates
Extract batch numbers, test results and expiry dates from quality certificates and link them to inventory in Rootstock for compliance and traceability.
How to automate document processing into Rootstock ERP
Affinda processes your documents in the background and sends data straight into Rootstock ERP.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 Rootstock ERP
Affinda sends your data straight into Rootstock ERP, 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 Rootstock ERP?
Yes. Affinda's integration with Rootstock ERP connects your document processing directly to your manufacturing and distribution workflows. It automatically extracts, validates and syncs data from invoices, purchase orders, sales orders and quality certificates straight into Rootstock ERP on the Salesforce platform.With Affinda, you can process transactions faster, reduce manual errors and maintain complete control over your operational and financial data through a single, connected workflow.
How does the Affinda-Rootstock ERP integration work?
Affinda extracts structured data from any document you send - whether by email, upload or API. AI agents identify and capture key fields like supplier details, PO numbers, line items, batch numbers and totals, handling any format or layout with superior accuracy.
Once validated, this data automatically flows into Rootstock ERP as AP invoices, purchase orders, sales orders or linked inventory records - ready for immediate use in your manufacturing and distribution workflows.
You can configure validation rules using natural language, set auto-approval thresholds for trusted suppliers or route exceptions for review - ensuring every transaction meets your business requirements before it enters Rootstock.
What types of documents can Affinda process and send to Rootstock ERP?
Affinda processes any document type relevant to manufacturing and distribution workflows, including:
- Supplier invoices and receipts
- Purchase orders and sales orders
- Shipping documents and packing slips
- Quality certificates and compliance documentation
Whether your documents are digital PDFs or scanned images, Affinda's AI agents handle any format or layout with more than 99% accuracy - extracting and validating data before it flows into Rootstock ERP.
Do I need to manually upload files to Rootstock ERP?
No. Affinda can fully automate document ingestion through our APIs. You have three flexible options for getting your documents to Affinda:
- Upload documents directly to your Affinda workspace
- Forward documents via email manually or set up automatic forwarding
- Integrate your document source through API or third-party cloud storage
Once received, Affinda automatically extracts and validates your data, then syncs it directly into Rootstock ERP - ready for processing in your manufacturing and distribution workflows.
Can I define my own validation and business rules?
Yes. Affinda lets you configure custom validation and business logic before any data enters Rootstock ERP.
For example, you can set rules to:
- Match invoice totals against open purchase order values
- Verify quality certificate batch numbers and expiry dates meet compliance requirements
- Flag duplicate invoices or mismatched line items
These checks ensure your data in Rootstock is accurate, compliant and ready for your manufacturing and distribution workflows.
Can Affinda handle bulk invoice uploads for Rootstock ERP?
Yes. Affinda's platform is built for scale. Whether you process a handful of invoices each week or thousands of supplier documents daily, Affinda supports bulk uploads and straight-through automation into Rootstock ERP.
This makes it ideal for manufacturing and distribution teams managing high volumes of invoices, purchase orders and quality certificates across multiple suppliers and facilities.
How fast can I get started with the Rootstock ERP integration?
You can start processing documents into Rootstock ERP within days. Affinda's integration connects directly to the Salesforce platform where Rootstock runs, allowing you to:
- Connect securely to your Rootstock ERP instance
- Map document fields to Rootstock entities (like AP invoices, purchase orders or inventory records)
- Begin automating invoice processing, PO matching and quality certificate management immediately
For teams requiring deeper customization, Affinda offers API access and flexible integration options - with code or without.
Is my financial data secure when using Affinda with Rootstock ERP?
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 Rootstock ERP?
By integrating Affinda with Rootstock ERP, you can:
- Eliminate manual data entry and reduce errors across AP, sales orders and quality certificates
- Accelerate invoice processing and month-end close with automated validation
- Prevent overpayments through intelligent PO matching and discrepancy flagging
- Achieve straight-through processing from document receipt to ERP entry
- Improve compliance and traceability with automated quality certificate management