Deltek Costpoint document automation for professional services firms

For professional services firms, vendor bills, subcontractor invoices, and client-related expenses arrive constantly and finance keys each one in by hand. DynamoDocs captures each of those documents from a monitored mailbox or upload, reads every field with AI (no per-vendor template), codes it to the right client, project, or engagement, and posts it into Deltek Costpoint through the Deltek Costpoint REST API. Connects through the Deltek Costpoint REST/web services. Clean documents post automatically; only exceptions reach a person, so finance advises the business instead of keying vendor bills.

It becomes an AP voucher in Deltek Costpoint, coded to the right client, project, or engagement, with header and line-item fields validated before anything posts. Posts AP vouchers, purchase orders, and quotes. A visual field-mapping engine shapes the record into exactly what Deltek Costpoint expects, so nothing is retyped and nothing posts half-filled.

Yes, that is the point. Each document is coded to the right client, project, or engagement from your rules and vendor or customer history, so records arrive in Deltek Costpoint already coded instead of waiting on a clerk. Anything that fails a rule is flagged field-by-field for a quick fix, which keeps Deltek Costpoint clean and finance advises the business instead of keying vendor bills.

Purchase orders become a purchase order and RFQs become a quote in Deltek Costpoint, with every line, vendor and subcontractor invoices coded to clients or projects included, read and validated first. Maps each line to the correct project, account, and organization for compliant coding.

Keying one document into Deltek Costpoint typically takes 5–10 minutes and costs $2–$6 in labor, before the cost of fixing mis-coded client, project, or engagement. DynamoDocs does it in seconds and only flags exceptions, which commonly cuts document-handling labor by 80–95% while finance advises the business instead of keying vendor bills.