Automate document processing into TechnologyOne

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.

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.

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.

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.

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.

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.

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.

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.

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