Automate document processing into Unit4
Get data from your documents into Unit4
Supplier invoices
Extract supplier details, line items and totals from invoices, then automatically create validated AP entries in Unit4 ERP - reducing manual entry and accelerating your accounts payable workflow.
Grant applications and forms
Capture applicant details, project information and funding amounts from grant applications, then automatically create records in Unit4 and trigger review workflows - speeding up processing and improving transparency across your organization.
Payroll documents
Extract employee details, hours and rates from timesheets and payroll forms, then automatically update Unit4 payroll modules - ensuring accurate payroll processing and reducing administrative time.
Contracts and agreements
Capture parties, dates and contract values from agreements, then automatically create or update contract records in Unit4 - improving visibility and ensuring compliance across your organization.
How to automate document processing into Unit4
Automatically send your documents to Affinda
AI agents extract and validate key data fields
See your data appear in Unit4
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 Unit4?
Yes. Affinda's integration with Unit4 connects your document processing directly to your ERP workflows. It automatically extracts, validates and syncs data from invoices, grant applications, payroll documents and contracts straight into Unit4.With Affinda, you can import data into Unit4 faster, eliminate manual entry errors and maintain complete control over your financial and operational records. Everything flows through a single, connected workflow - from document to validated ERP record.
How does the Affinda-Unit4 integration work?
Affinda's intelligent document processing reads any document from any source (email, upload or API) and instantly extracts structured data such as supplier details, employee information, line items and contract terms.
Once validated, this data is automatically pushed to Unit4 as AP entries, payroll records, invoices or contracts, ready for immediate processing in your ERP.
You can also configure custom rules, such as auto-approval thresholds for invoices or routing grant applications for manual review.
What types of documents can Affinda process and send to Unit4?
Affinda can extract data from any document type, including:
- Supplier invoices and receipts
- Grant applications and funding forms
- Timesheets and payroll documents
- Expense claims
- Contracts and agreements
It handles both digital and scanned documents across any format or layout, using advanced OCR and AI-powered extraction to achieve more than 99% accuracy.
Do I need to manually upload files to Unit4?
No. Affinda fully automates document ingestion through our APIs. You have three ways to get your documents to Affinda:
- Drag and drop files directly into your Affinda workspace
- Forward documents via email manually or set up automatic email forwarding
- Connect your document source through API or third-party cloud storage integration
Once received, Affinda automatically extracts and validates the data, then sends it straight to Unit4 - ready for immediate processing in your ERP. No manual uploads, no bottlenecks.
Can I define my own validation and business rules?
Yes. Affinda lets you define custom validation rules and business logic before any data reaches Unit4.
For example, you can configure rules to:
- Flag duplicate invoices or expense claims
- Set auto-approval thresholds for invoice amounts
- Validate grant funding limits or required applicant fields
- Check payroll hours against expected ranges
These checks ensure your Unit4 data is accurate, compliant and ready for immediate processing.
Can Affinda handle bulk invoice uploads for Unit4?
Yes. Affinda is built to scale with your needs. Whether you're processing 50 invoices a month or 50,000 a week, the platform handles bulk uploads and automated document processing without breaking stride.
This makes it ideal for finance teams in public sector organizations, educational institutions, non-profits and professional services firms managing high volumes of invoices, grant applications, payroll documents and contracts for Unit4.
How fast can I get started with the Unit4 integration?
You can start processing documents into Unit4 in minutes. Affinda's flexible integration allows you to:
- Connect securely via API or use our pre-built connectors
- Map document fields to Unit4 entities like invoices, payroll records or contracts
- Begin automating document processing immediately
For organizations with specific requirements, Affinda also provides API documentation, sandbox environments and dedicated support to help you customize the integration to fit your Unit4 workflows.
Is my financial data secure when using Affinda with Unit4?
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 Unit4?
By integrating Affinda with Unit4, you can:
- Remove manual data entry and reduce errors across invoices, payroll, grant applications and contracts
- Speed up invoice approvals, payroll processing and grant application reviews
- Improve accuracy and compliance with custom validation rules and business logic
- Achieve straight-through processing from document to validated Unit4 record
- Maintain full visibility over document status, data quality and processing workflows