Automate document processing into Rootstock ERP
Automate exporting data from your documents into Rootstock ERP by integrating the Affinda Platform with your Rootstock ERP account. Achieve straight-through processing by eliminating manual data entry for good.
Get data from your documents into Rootstock ERP
AP Invoices
Automatically extract supplier invoice data and create validated AP invoices directly in Rootstock ERP - eliminating manual entry, reducing errors and accelerating your accounts payable workflow.Purchase order matching
Match supplier invoices to open purchase orders in Rootstock automatically - Affinda extracts and validates PO numbers, line items and quantities, flagging discrepancies before payment to prevent overpayments and improve audit trails.Sales orders
Extract customer purchase order data and create sales orders in Rootstock automatically - linking CRM to ERP for faster order processing, improved customer service and unified visibility.Quality certificates
Extract batch numbers, test results and expiry dates from quality certificates and link them to inventory in Rootstock for compliance and traceability.How to automate document processing into Rootstock ERP
Affinda processes your documents in the background and sends data straight into Rootstock ERP.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 Rootstock ERP
Affinda sends your data straight into Rootstock ERP, automatically populating all the extracted data fields.
Automate extracting and importing any of your document data into Rootstock ERP
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 processing invoices, purchase orders and quality certificates into Rootstock ERP within days. Our AI agents learn from just a handful of documents, delivering measurable ROI within weeks - not months.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 plugs straight into Rootstock ERP and your existing systems. No ripping out systems, no change-management headaches. Integrate it easily - with code or without.Configure, customize and maintain control
Build and manage your Rootstock ERP document processing solution with the Affinda Platform, or work with our team for setup and support. Maintain full control, update workflows anytime and scale without limits.Enterprise-grade security
Manufacturing and distribution documents contain sensitive financial and operational data. Affinda is ISO 27001:2022 certified, and SOC 2 and GDPR compliant - delivering enterprise-grade security and peace of mind for Rootstock ERP users worldwide.Frequently asked questions
Does Affinda integrate with Rootstock ERP?
Yes. Affinda's integration with Rootstock ERP connects your document processing directly to your manufacturing and distribution workflows. It automatically extracts, validates and syncs data from invoices, purchase orders, sales orders and quality certificates straight into Rootstock ERP on the Salesforce platform.With Affinda, you can process transactions faster, reduce manual errors and maintain complete control over your operational and financial data through a single, connected workflow.
How does the Affinda-Rootstock ERP integration work?
Affinda extracts structured data from any document you send - whether by email, upload or API. AI agents identify and capture key fields like supplier details, PO numbers, line items, batch numbers and totals, handling any format or layout with superior accuracy.
Once validated, this data automatically flows into Rootstock ERP as AP invoices, purchase orders, sales orders or linked inventory records - ready for immediate use in your manufacturing and distribution workflows.
You can configure validation rules using natural language, set auto-approval thresholds for trusted suppliers or route exceptions for review - ensuring every transaction meets your business requirements before it enters Rootstock.
What types of documents can Affinda process and send to Rootstock ERP?
Affinda processes any document type relevant to manufacturing and distribution workflows, including:
- Supplier invoices and receipts
- Purchase orders and sales orders
- Shipping documents and packing slips
- Quality certificates and compliance documentation
Whether your documents are digital PDFs or scanned images, Affinda's AI agents handle any format or layout with more than 99% accuracy - extracting and validating data before it flows into Rootstock ERP.
Do I need to manually upload files to Rootstock ERP?
No. Affinda can fully automate document ingestion through our APIs. You have three flexible options for getting your documents to Affinda:
- Upload documents directly to your Affinda workspace
- Forward documents via email manually or set up automatic forwarding
- Integrate your document source through API or third-party cloud storage
Once received, Affinda automatically extracts and validates your data, then syncs it directly into Rootstock ERP - ready for processing in your manufacturing and distribution workflows.
Can I define my own validation and business rules?
Yes. Affinda lets you configure custom validation and business logic before any data enters Rootstock ERP.
For example, you can set rules to:
- Match invoice totals against open purchase order values
- Verify quality certificate batch numbers and expiry dates meet compliance requirements
- Flag duplicate invoices or mismatched line items
These checks ensure your data in Rootstock is accurate, compliant and ready for your manufacturing and distribution workflows.
Can Affinda handle bulk invoice uploads for Rootstock ERP?
Yes. Affinda's platform is built for scale. Whether you process a handful of invoices each week or thousands of supplier documents daily, Affinda supports bulk uploads and straight-through automation into Rootstock ERP.
This makes it ideal for manufacturing and distribution teams managing high volumes of invoices, purchase orders and quality certificates across multiple suppliers and facilities.
How fast can I get started with the Rootstock ERP integration?
You can start processing documents into Rootstock ERP within days. Affinda's integration connects directly to the Salesforce platform where Rootstock runs, allowing you to:
- Connect securely to your Rootstock ERP instance
- Map document fields to Rootstock entities (like AP invoices, purchase orders or inventory records)
- Begin automating invoice processing, PO matching and quality certificate management immediately
For teams requiring deeper customization, Affinda offers API access and flexible integration options - with code or without.
Is my financial data secure when using Affinda with Rootstock ERP?
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 Rootstock ERP?
By integrating Affinda with Rootstock ERP, you can:
- Eliminate manual data entry and reduce errors across AP, sales orders and quality certificates
- Accelerate invoice processing and month-end close with automated validation
- Prevent overpayments through intelligent PO matching and discrepancy flagging
- Achieve straight-through processing from document receipt to ERP entry
- Improve compliance and traceability with automated quality certificate management