Automate document processing into TechnologyOne
Automate exporting data from your documents into TechnologyOne by integrating the Affinda Platform with your TechnologyOne account. Achieve straight-through processing by eliminating manual data entry for good.
Get data from your documents into TechnologyOne
Supplier Invoices
Extract supplier details, invoice numbers, line items and totals from invoices, then automatically create validated AP invoices in TechnologyOne - eliminating manual entry and accelerating your accounts payable workflow.
Grant applications
Extract applicant details, project information, funding amounts and dates from grant applications, then create records in TechnologyOne and trigger review workflows - speeding up processing and improving transparency.
Purchase orders
Extract PO numbers, line items, quantities and prices from invoices, then automatically match them against open purchase orders in TechnologyOne and flag any discrepancies for review - preventing overpayments and strengthening audit controls.
Compliance documents
Extract document type, entity details and compliance dates from regulatory forms and audit reports, then automatically tag and store them in TechnologyOne - ensuring audit readiness and reducing regulatory risk.
How to automate document processing into TechnologyOne
Affinda processes your documents in the background and sends data straight into TechnologyOne.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 TechnologyOne
Affinda sends your data straight into TechnologyOne, 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 TechnologyOne Ci Anywhere?
Yes. Affinda's integration with TechnologyOne Ci Anywhere connects your document processing directly to your ERP workflows. It automatically extracts, validates and syncs data from invoices, purchase orders, grant applications and compliance documents straight into TechnologyOne Ci Anywhere. With Affinda, you can process transactions faster, eliminate manual data entry and maintain complete control over your financial and operational records through a single, connected workflow.
How does the Affinda-TechnologyOne integration work?
Affinda processes documents from any source - email, upload or API - and extracts structured data like supplier details, invoice numbers, line items, PO numbers and compliance dates using AI agents trained for accuracy.
Once validated, the data automatically flows into TechnologyOne Ci Anywhere, creating AP invoices, matching against open purchase orders, populating grant records or tagging compliance documents for audit readiness.
You can configure custom validation rules and approval workflows - like auto-approving invoices from trusted suppliers or routing exceptions for manual review - ensuring the integration adapts to your organization's specific needs.
What types of documents can Affinda process and send to TechnologyOne?
Affinda can extract data from any document type, including:
- Supplier invoices and purchase orders
- Grant applications and funding forms
- Contracts and compliance documents
- Regulatory forms and audit reports
It handles both digital and scanned documents, using advanced OCR and AI-powered parsing to achieve over 99% accuracy across multiple formats and layouts.
Do I need to manually upload files to TechnologyOne?
No. Affinda fully automates document ingestion through our APIs. You have three ways to get documents to Affinda:
- Drag and drop files directly into your Affinda workspace
- Email documents manually or set up automatic email forwarding
- Integrate via API or connect to your existing cloud storage
Once received, Affinda automatically extracts and validates the data, then sends it straight to TechnologyOne - ready for processing, approval or audit.
Can I define my own validation and business rules?
Yes. Affinda lets you configure custom validation rules using natural language before any data reaches TechnologyOne.
For example, you can set rules to:
- Match invoice line items against open purchase orders
- Verify grant application amounts fall within funding limits
- Flag duplicate supplier invoices or missing compliance dates
These checks ensure your data in TechnologyOne is accurate, compliant and ready for audit.
Can Affinda handle bulk grant application uploads for TechnologyOne?
Yes. Affinda's platform is built to handle volume. Whether you're processing 20 grant applications or 2,000, Affinda supports bulk uploads and automated processing - extracting applicant details, funding amounts and project data from every document before sending it straight to TechnologyOne.
This makes it especially valuable for councils, government agencies and education institutions managing grant rounds or funding cycles, where application volumes can spike and manual processing becomes a bottleneck.
How fast can I get started with the TechnologyOne integration?
You can be up and running in under an hour. Affinda's TechnologyOne integration allows you to:
- Connect securely using TechnologyOne API credentials
- Map document fields to TechnologyOne entities (like AP invoices, grant records or purchase orders)
- Configure validation rules and start processing documents immediately
For organizations with complex workflows, Affinda also offers API access and dedicated support for custom integrations and enterprise deployments.
Is my financial data secure when using Affinda with TechnologyOne?
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 TechnologyOne?
By integrating Affinda with TechnologyOne, you can:
- Eliminate manual data entry and reduce processing errors
- Accelerate accounts payable, grant processing and month-end close
- Strengthen audit controls and ensure regulatory compliance
- Build fully automated workflows from document receipt to TechnologyOne
- Gain complete visibility over document status and data accuracy