Automate document processing into SharePoint Online

Automate exporting data from your documents into SharePoint Online by integrating the Affinda Platform with your SharePoint Online account. Achieve straight-through processing by eliminating manual data entry for good.

Get data from your documents into SharePoint Online

Invoices

Automatically extract invoice data – supplier details, amounts, dates – and store both structured data and original documents in organized SharePoint libraries for instant searchability and audit readiness.

Contracts and agreements

Extract contract metadata – parties, dates, values, renewal terms – and automatically store and tag documents in SharePoint while triggering review workflows for better visibility and reduced compliance risk.

HR documents

Extract employee data – names, positions, dates, credentials – and organize HR documents in secure SharePoint folders to streamline onboarding and maintain compliance.

Compliance documents

Extract compliance metadata – document type, entity, dates – and automatically tag and store regulatory forms and audit reports in SharePoint for instant audit readiness and streamlined compliance management.

How to automate document processing into SharePoint Online

Affinda processes your documents in the background and sends data straight into SharePoint Online.

Automatically send your documents to Affinda

Upload, email or integrate your documents as soon as you receive them

AI 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 SharePoint Online

Affinda sends your data straight into SharePoint Online, automatically populating all the extracted data fields.

Extract any information from any document, fast

Example of automated data extraction from a document in Affinda

Create models in seconds

Upload any document and Affinda instantly identifies the fields you need to extract, automating document processing into SharePoint Online with just a few clicks.

Example of how to configure data transformations in the Affinda Platform

Cleanse and transform data

Affinda automatically formats extracted data to match SharePoint Online's structure – organizing metadata, tags and document properties for seamless integration. Want custom field mapping or specific folder structures? Just describe what you need in plain language.

Example of how to configure data transformations in the Affinda Platform

Apply business logic

Write validation rules in natural language to apply your business logic and ensure data quality. This guarantees extracted information meets your standards before flowing into SharePoint Online.

Automate extracting and importing any of your document data into SharePoint Online

Example of business logic verifying accuracy of extraction in the Affinda Platform
Example of billing credits in the platform
Platform preview of instant AI learning from examples
Examples of seamless integrations supported in Affinda with no-code or API set up
Preview of flexible configuration of document fields on a payslip
List of security layers continuously monitored by Affinda

Automate data integration with 99%+ accuracy

Extract data from any document, in any format or layout, with more than 99% accuracy. Unstructured data? Complex tables? Multiple languages? No problem. Our AI data integration eliminates errors and costly rework.

See ROI in weeks, not months

Start automating in minutes with simple setup and flexible pricing. Our AI agents learn from just a handful of documents, delivering measurable ROI within weeks – not months of implementation.

AI that instantly learns and adapts

Affinda’s intelligent document processing platform is the only one with instant learning. It improves with every interaction, adapting to your data in real time to make faster, smarter, human-like decisions.

Easy integration, zero disruption

Affinda works with your existing SharePoint environment and tech stack. No ripping out systems, no change-management headaches. Integrate it easily – with code or without.

Configure, customize and maintain control

Build and manage your own intelligent SharePoint document processing solution with the Affinda Platform, or work with our team for setup and support. Keep full control, update configurations anytime and scale without limits.

Enterprise-grade security

SharePoint documents contain sensitive business data, and protecting it is non-negotiable. Affinda is ISO 27001:2022 certified, and SOC 2 and GDPR compliant, providing enterprise-grade security and compliance that organizations trust worldwide.

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

Affinda’s Integration 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.
Brisbane city bridge on river

Affinda has removed the laborious workload from our accounts staff, who now focus on quality assurance and management of any outliers.

- Nathaniel Barrs, CTO, PSC Insurance

95%

reduction in manual work

10×

more invoices processed with no added staff

 

Enhanced auditability and tracking of invoice approvals

Busy port with plane flying overhead

Customer satisfaction is always our top priority, and Affinda has helped us achieve that by eliminating phone calls, manual handling, and delays.

- Jorg Both, Head of Business Systems, Northline

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

Two recruitment specialists reviewing a list of candidates

Affinda's ongoing improvements in its AI models demonstrate its innovative approach in Document AI.

– Michael Zhao, AI Product Manager, SEEK

  • High accuracy parsing across multiple languages
  • Improved customer experience thanks to better structured data
  • Stronger compliance with international data security and software standards
An artist painting on a community wall

Affinda’s support and expertise were invaluable… The experience working with Affinda was excellent.

- Nick Tran, Business Analyst, StateCover Mutual

300,000

documents processed annually

80

different document types

60%

Enhanced auditability and tracking of invoice approvals

Logistics manager reviewing paperwork onsite

The results have spoken for themselves. I recommend Affinda to anyone looking to enhance their product or business with AI capability.

- Steve O’Keeffe, CTO, Felix

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

99%+

accuracy in information extraction

10+

years of IP combined with the latest AI innovations

500M+

documents processed

50+

languages, supporting customers globally

Person listening intently in a meeting

Frequently asked questions

Does Affinda integrate with SharePoint Online?
How does the Affinda–SharePoint Online integration work?
What types of documents can Affinda process and send to SharePoint Online?
Do I need to manually upload files to SharePoint Online?
Can I define my own validation and business rules?
Can Affinda handle bulk contract uploads for SharePoint Online?
How fast can I get started with the SharePoint Online integration?
Is my financial data secure when using Affinda with SharePoint Online?
What are the main benefits of integrating Affinda with SharePoint Online?