Automate document processing into SFTP Servers
Get data from your documents into your SFTP Server
Invoices
Extract invoice data - supplier details, line items, amounts and more - then export as CSV, JSON or XML to your SFTP server for seamless pickup by legacy ERP or accounting systems.
Compliance forms and reports
Extract compliance data and document metadata, then securely transfer to your SFTP server for regulatory reporting - ensuring auditable, compliant file transfers that meet industry requirements.
Purchase orders
Extract purchase order data - vendor details, line items, quantities and pricing - then distribute to multiple SFTP endpoints, enabling streamlined multi-system integration without point-to-point complexity.
Document archives
Extract metadata and structured data from business documents, then transfer originals and extracted data to your SFTP server for secure backup - ensuring business continuity and protection against data loss.
How to automate document processing into your SFTP Server
Automatically send your documents to Affinda
AI agents extract and validate key data fields
See your data appear in your SFTP Server
Extract any information from any document, fast
Create models in seconds
Validate and transform data
Apply your business logic
Pathway 1: Use the Agent
Pathway 2: Write your own code
No need to talk to sales. Get started now
Sign up for free
Set up your integration
Start processing
95%
reduction in manual work
10×
more invoices processed with no added staff
Enhanced auditability and tracking of invoice approvals
120,000
proof of delivery documents processed annually
82%
of documents straight-through processed in the first weeks
Automatic validation of documents against ERP system
High accuracy parsing across multiple languages
Improved customer experience thanks to better structured data
Stronger compliance with international data security and software standards
300,000
documents processed annually
80
different document types
60%
Enhanced auditability and tracking of invoice approvals
76%
reduction in manual data input
30%
reduction in compliance data errors
85,000
compliance documents processed annually
Combine the best of artificial and human intelligence
Frequently asked questions
Does Affinda integrate with your SFTP Server?
Yes. Affinda's integration with your SFTP Server connects your document processing directly to secure file transfer workflows. It automatically extracts, validates and exports data from invoices, compliance forms, contracts and other business documents straight to your SFTP server in CSV, JSON or XML format. With Affinda, you can automate data transfer to legacy systems and air-gapped environments, reduce manual handling and maintain complete security and control over your business-critical documents.
How does the Affinda-SFTP Server integration work?
Affinda receives documents from any source - email, upload or API - and extracts structured data like supplier details, line items, amounts, dates and metadata using AI agents trained on your specific requirements.
Once extracted and validated, this data is automatically formatted as CSV, JSON or XML and transferred securely to your SFTP server, where legacy systems, ERPs or downstream applications can pick it up for processing. This works seamlessly with invoices, purchase orders, compliance forms and contracts.
You can configure custom validation rules, define specific output structures using natural language and set up multi-endpoint distribution - all while maintaining complete security and control over your file transfers.
What types of documents can Affinda process and send to your SFTP Server?
Affinda can extract data from any document type and transfer it securely to your SFTP server, including:
- Invoices, receipts and financial statements
- Purchase orders and contracts
- Compliance forms and audit reports
- HR documents and employee records
It handles both digital and scanned documents with advanced OCR, achieving over 99% accuracy across structured and unstructured formats - making it ideal for secure file transfers to legacy systems and air-gapped environments.
Do I need to manually upload files to your SFTP Server?
No. Affinda eliminates the need for manual file transfers. You have flexible options for getting documents to Affinda:
- Upload documents directly to your Affinda workspace
- Forward documents via email or configure automatic email forwarding
- Integrate via API or connect cloud storage for fully automated ingestion
Once Affinda receives your documents, everything happens automatically - data extraction, validation and secure transfer to your SFTP server, where your legacy systems and downstream applications can access it.
Can I define my own validation and business rules?
Yes. Affinda lets you apply custom validation and business logic before any data transfers to your SFTP server.
For example, you can configure rules to:
- Verify all required fields are present for downstream system compatibility
- Flag duplicate invoices or purchase orders
- Validate data against compliance thresholds or regulatory requirements
This ensures only clean, compliant data reaches your legacy systems - protecting data integrity and meeting audit requirements.
Can Affinda handle bulk invoice uploads to your SFTP Server?
Yes. Affinda handles bulk document processing with ease. Whether you're transferring a handful of invoices weekly or processing thousands daily, the platform supports batch uploads and automated scheduled transfers to your SFTP server.
This makes it ideal for finance teams, AP departments and enterprises managing high-volume document workflows with legacy systems and air-gapped environments.
How fast can I get started with the SFTP Server integration?
You can be up and running in minutes. Affinda's flexible SFTP integration allows you to:
- Configure your SFTP server connection details and credentials
- Map document fields to your preferred output format (CSV, JSON or XML)
- Define validation rules and business logic using natural language
- Start processing and transferring documents immediately
For organizations with complex requirements, Affinda also offers API access for deeper customization and multi-endpoint distribution - ideal for legacy systems and air-gapped environments.
Is my financial data secure when using Affinda with your SFTP Server?
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 your SFTP Server?
By integrating Affinda with your SFTP Server, you can:
- Automate data extraction and file transfers to eliminate manual handling
- Connect seamlessly with legacy systems and air-gapped environments
- Distribute data to multiple downstream systems without point-to-point complexity
- Ensure secure, auditable transfers that meet compliance and regulatory requirements
- Protect business continuity with automated document backup and archiving