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), suggests a GL account for each line, and posts it into Deltek Costpoint through a REST endpoint in front of Costpoint, or CSV files for a Costpoint import. There is no prebuilt Costpoint connector: records go as JSON to a REST endpoint you name, or as CSV files for a Costpoint import. 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, with header and line-item fields validated before anything posts. Delivers AP vouchers, purchase orders, and quotes shaped to the fields you map. A visual field-mapping engine shapes the record into exactly what Deltek Costpoint expects, so nothing is retyped and nothing posts half-filled.

DynamoDocs suggests a GL account for each line from your keyword rules and from how the same part or description was coded before, and a person confirms it. It does not assign client, project, or engagement for you, but where a document prints them they can be captured as added fields and mapped into the record Deltek Costpoint receives. Anything that fails a validation rule is flagged field-by-field for a quick fix before it posts.

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. Suggests a GL account per line. Project and organization codes printed on a document can be captured as added fields and mapped through; DynamoDocs does not assign them.

Keying one document into Deltek Costpoint typically takes 5–10 minutes and costs $2–$6 in labor, before the cost of fixing a mis-keyed line. DynamoDocs does it in seconds and only flags exceptions, so the labor left is the review time on those, while finance advises the business instead of keying vendor bills.