Automate document processing into SFTP Servers
Automate exporting data from your documents into SFTP Servers by integrating the Affinda Platform with your SFTP Server. Achieve straight-through processing by eliminating manual data entry for good.
Get data from your documents into your SFTP Server
Invoices
Extract invoice data - supplier details, line items, amounts and more - then export as CSV, JSON or XML to your SFTP server for seamless pickup by legacy ERP or accounting systems.
Compliance forms and reports
Extract compliance data and document metadata, then securely transfer to your SFTP server for regulatory reporting - ensuring auditable, compliant file transfers that meet industry requirements.
Purchase orders
Extract purchase order data - vendor details, line items, quantities and pricing - then distribute to multiple SFTP endpoints, enabling streamlined multi-system integration without point-to-point complexity.
Document archives
Extract metadata and structured data from business documents, then transfer originals and extracted data to your SFTP server for secure backup - ensuring business continuity and protection against data loss.
How to automate document processing into your SFTP Server
Affinda processes your documents in the background and sends data straight into your SFTP Server.Automatically send your documents to Affinda
Upload, email or integrate your documents as soon as you receive themAI 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 your SFTP Server
Affinda sends your data straight into your SFTP Server, automatically populating all the extracted data fields.Extract any information from any document, fast
Create models in seconds
Upload a claims document and the Affinda Platform will predict the fields you need – like claimant details, policy number, incident date, totals and line items – so you can automate claims document processing in just a few clicks.
Validate and transform data
The platform checks extracted claims data against your business rules and transforms it into a format your claims management system expects. That way, it’s ready for workflows like coverage checks, reserving, routing and settlement.
Apply your business logic
Use natural language to write validation rules that match your claims workflows, for example: flag missing fields; check policy numbers match correct formats; validate that document dates are within ranges; check financial consistency, such as line items summing correctly to totals.Pathway 1: Use the Agent
Create integrations fast, even if you’re not a developer. Choose from 2800+ business systems and describe how you want your claims document processing workflow to connect, using natural language. The Agent will generate the code to make it happen.Pathway 2: Write your own code
Easily connect Affinda Platform to your claims stack using our client libraries and APIs. Automatically generate type-safe Pydantic models or TypeScript interfaces tailored to your claims documents, so extracted fields map cleanly into your workflows.
No need to talk to sales. Get started now
Sign up for free
Sign up and configure your custom extraction model.Set up your integration
The Agent works like your own developer - describe how you want data exported, and it builds the integration for you.Start processing
Send your files to Affinda and watch as the data automatically populates into your downstream system.Automating their document processes with AI
Combine the best of artificial and human intelligence
Frequently asked questions
Does Affinda integrate with your SFTP Server?
Yes. Affinda's integration with your SFTP Server connects your document processing directly to secure file transfer workflows. It automatically extracts, validates and exports data from invoices, compliance forms, contracts and other business documents straight to your SFTP server in CSV, JSON or XML format. With Affinda, you can automate data transfer to legacy systems and air-gapped environments, reduce manual handling and maintain complete security and control over your business-critical documents.
How does the Affinda-SFTP Server integration work?
Affinda receives documents from any source - email, upload or API - and extracts structured data like supplier details, line items, amounts, dates and metadata using AI agents trained on your specific requirements.
Once extracted and validated, this data is automatically formatted as CSV, JSON or XML and transferred securely to your SFTP server, where legacy systems, ERPs or downstream applications can pick it up for processing. This works seamlessly with invoices, purchase orders, compliance forms and contracts.
You can configure custom validation rules, define specific output structures using natural language and set up multi-endpoint distribution - all while maintaining complete security and control over your file transfers.
What types of documents can Affinda process and send to your SFTP Server?
Affinda can extract data from any document type and transfer it securely to your SFTP server, including:
- Invoices, receipts and financial statements
- Purchase orders and contracts
- Compliance forms and audit reports
- HR documents and employee records
It handles both digital and scanned documents with advanced OCR, achieving over 99% accuracy across structured and unstructured formats - making it ideal for secure file transfers to legacy systems and air-gapped environments.
Do I need to manually upload files to your SFTP Server?
No. Affinda eliminates the need for manual file transfers. You have flexible options for getting documents to Affinda:
- Upload documents directly to your Affinda workspace
- Forward documents via email or configure automatic email forwarding
- Integrate via API or connect cloud storage for fully automated ingestion
Once Affinda receives your documents, everything happens automatically - data extraction, validation and secure transfer to your SFTP server, where your legacy systems and downstream applications can access it.
Can I define my own validation and business rules?
Yes. Affinda lets you apply custom validation and business logic before any data transfers to your SFTP server.
For example, you can configure rules to:
- Verify all required fields are present for downstream system compatibility
- Flag duplicate invoices or purchase orders
- Validate data against compliance thresholds or regulatory requirements
This ensures only clean, compliant data reaches your legacy systems - protecting data integrity and meeting audit requirements.
Can Affinda handle bulk invoice uploads to your SFTP Server?
Yes. Affinda handles bulk document processing with ease. Whether you're transferring a handful of invoices weekly or processing thousands daily, the platform supports batch uploads and automated scheduled transfers to your SFTP server.
This makes it ideal for finance teams, AP departments and enterprises managing high-volume document workflows with legacy systems and air-gapped environments.
How fast can I get started with the SFTP Server integration?
You can be up and running in minutes. Affinda's flexible SFTP integration allows you to:
- Configure your SFTP server connection details and credentials
- Map document fields to your preferred output format (CSV, JSON or XML)
- Define validation rules and business logic using natural language
- Start processing and transferring documents immediately
For organizations with complex requirements, Affinda also offers API access for deeper customization and multi-endpoint distribution - ideal for legacy systems and air-gapped environments.
Is my financial data secure when using Affinda with your SFTP Server?
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 your SFTP Server?
By integrating Affinda with your SFTP Server, you can:
- Automate data extraction and file transfers to eliminate manual handling
- Connect seamlessly with legacy systems and air-gapped environments
- Distribute data to multiple downstream systems without point-to-point complexity
- Ensure secure, auditable transfers that meet compliance and regulatory requirements
- Protect business continuity with automated document backup and archiving