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Integrations

Automate document processing into Hyland

Automate exporting data from your documents into Hyland by integrating the Affinda Platform with your Hyland account. Achieve straight-through processing by eliminating manual data entry for good.
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Affinda + Hyland

Get data from your documents into Hyland

Contracts

Extract key contract data - parties, dates, values, renewal terms - directly into Hyland OnBase to create indexed records, trigger workflows and speed up compliance.

Invoices and receipts

Pull vendor details, invoice numbers, line items and totals from invoices and receipts to create AP records in Hyland automatically - speeding up approvals and reducing manual data entry.

HR documents

Capture employee names, positions, dates and credentials from onboarding forms and resumes to build complete employee files in Hyland - streamlining HR workflows and ensuring audit readiness.

Compliance documents

Extract form types, entity details, compliance dates and signatures from regulatory documents to store in Hyland with compliance tags - ensuring regulatory readiness and improving document traceability.

How to automate document processing into Hyland

Affinda processes your documents in the background and sends data straight into Hyland.

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 Hyland

Affinda sends your data straight into Hyland, automatically populating all the extracted data fields.

Automate extracting and importing any of your document data into Hyland

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 small and scale fast with flexible pricing and minimal setup. Affinda's AI agents learn from just a handful of documents, delivering measurable ROI within weeks.

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 connects directly to Hyland OnBase 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 your own intelligent Hyland document processing solution with the Affinda Platform, or work with our team for setup and support. You maintain full control, make updates independently and scale without limits.

Enterprise-grade security

Your documents contain sensitive business information, and Hyland workflows demand the highest security standards. Affinda is ISO 27001:2022 certified, and SOC 2 and GDPR compliant, delivering enterprise-grade protection and peace of mind for organizations worldwide.

Frequently asked questions

Does Affinda integrate with Hyland?

Yes. Affinda's integration with Hyland connects your document processing directly to your content management workflows. It automatically extracts, validates and syncs data from contracts, invoices, HR documents and compliance forms straight into Hyland OnBase.With Affinda, you can index and route documents faster, reduce manual data entry and maintain complete control over your records by connecting intelligent document processing to your Hyland environment.

How does the Affinda-Hyland integration work?

Affinda receives documents from any source - email, direct upload or API - and uses AI agents to extract structured data like contract terms, vendor details, employee information and compliance metadata.

Once extracted and validated, this data automatically syncs to Hyland OnBase as indexed records. Contracts are filed with searchable metadata, invoices become AP records ready for approval and resumes populate employee files - all without manual data entry.

You can configure custom workflows, like auto-indexing documents by type, routing exceptions for review or triggering compliance workflows based on extracted dates and signatures.

What types of documents can Affinda process and send to Hyland?

Affinda can extract data from any document type and send it directly to Hyland, including:

  • Contracts and agreements
  • Invoices, receipts and purchase orders
  • HR documents like resumes, onboarding forms and certifications
  • Compliance forms, audit reports and regulatory documents

It handles both digital and scanned documents with advanced OCR and AI-powered extraction, achieving over 99% accuracy across any format, layout or language.

Do I need to manually upload files to Hyland?

No. Affinda fully automates document ingestion through our APIs. You have three ways to get documents to Affinda:

  • Upload files directly to your Affinda workspace
  • Email documents manually or configure automatic forwarding
  • Integrate via API or connect to cloud storage systems

Once received, Affinda extracts and validates the data automatically, then sends it straight to Hyland OnBase - indexed, structured and ready for your workflows.

Can I define my own validation and business rules?

Yes. Affinda lets you define custom validation rules using natural language before any data reaches Hyland OnBase.

For example, you can configure rules to:

  • Verify contract renewal dates fall within acceptable ranges
  • Ensure compliance documents include required signatures and dates
  • Check that invoice totals match line item calculations
  • Confirm employee credentials are complete before filing

These checks ensure your Hyland data is accurate, compliant and ready for workflows and audits.

Can Affinda handle bulk contract uploads for Hyland?

Yes. Affinda is built to handle bulk document processing at any scale. Whether you're uploading 50 contracts for a compliance audit or processing thousands of agreements during a merger, Affinda's platform supports bulk uploads and automated extraction straight into Hyland OnBase.

This makes it ideal for legal teams, compliance departments and enterprise organizations managing large contract repositories - helping you index faster, meet regulatory deadlines and maintain complete visibility across all agreements.

How fast can I get started with the Hyland integration?

You can be up and running in under an hour. Affinda's Hyland integration connects directly to OnBase, allowing you to:

  • Authenticate securely and connect to your Hyland OnBase environment
  • Map extracted document fields to OnBase document types and keywords
  • Configure indexing rules and workflow triggers
  • Start processing and routing documents immediately

For enterprise teams, Affinda also provides API access and custom workflow configuration to support complex compliance requirements and multi-system integrations.

Is my financial data secure when using Affinda with Hyland?

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 Hyland?

By integrating Affinda with Hyland, you can:

  • Automate document indexing and eliminate manual data entry
  • Speed up contract search, approvals and month-end workflows
  • Improve accuracy with built-in validation and compliance checks
  • Create automated workflows from document capture to storage
  • Maintain complete audit trails and regulatory readiness

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