hyland

Hyland OnBase for Deltek Costpoint


Built by: Hyland Software
Integrates with: Deltek Costpoint

OnBase for Deltek Costpoint enhances enterprise efficiency by embedding document management and workflow automation directly into Costpoint screens. Users gain instant access to invoices, contracts, requisitions, and HR files, streamlining AP, AR, procurement, HR, and contract management processes. With solutions like IAConnect, VPConnect, and ReqConnect, organizations reduce manual tasks, improve visibility, and accelerate approvals. OnBase centralizes content, automates predictable steps, and supports compliance, enabling staff to focus on strategic work. The result: lower processing costs, faster cycle times, and improved financial and operational control - all within the familiar Costpoint environment.

Overview

hyland integration

The OnBase integration embeds document and workflow capabilities directly into Deltek Costpoint, allowing users to access related content from within familiar Costpoint screens. Through solutions like IAConnect and ReqConnect, OnBase captures documents electronically, automates routing and approvals, and links them to Costpoint transactions. This seamless connection enables real-time visibility into invoices, requisitions, contracts, and HR files. OnBase uses business rules to drive workflows, update stakeholders, and ensure compliance. By centralizing content and automating predictable tasks, the integration eliminates manual steps, reduces errors, and accelerates decision-making across finance, procurement, HR, and contract management functions.

Key Capabilities

  • Automated Workflow Routing: Streamlines approvals for invoices, requisitions, and contracts using business rules and real-time notifications.
  • Electronic Document Capture: Ingests content from email, fax, EDI, and scanned paper, linking it directly to Costpoint transactions.
  • Vendor Self-Service Portal: Enables subcontractors to submit invoices and view PO balances, invoice statuses, and payment history.
  • Real-Time Dashboards: Provides visibility into AP, procurement, and contract processes for faster decision-making and workload management.
  • Audit-Ready Document Control: Maintains revision history, retention schedules, and secure access for compliance and traceability.
  • Integrated Data Validation: Ensures accuracy by validating invoice and requisition data against live Costpoint records.
  • Centralized Content Repository: Offers secure, searchable access to all supporting documents from within Costpoint screens.

Support

Customer Support

Telephone: 1.888.495.2638
Online Help: https://www.hyland.com/en/contact-us
Link: Hyland & Deltek customers

Demo

The OnBase Power User Experience

OnBase users get a personalized, complete view of the information needed to make informed decisions and push business forward.​

Support Materials

Article Icon

OnBase Integration for Deltek Costpoint

Streamlines Costpoint processes with embedded document management, workflow automation, and real-time visibility across departments.

Article Icon

Hyland ReqConnect for Deltek Costpoint

Automates requisition creation, routing, and approvals to reduce costs and increase procurement process visibility.

Article Icon

Hyland IAConnect for Deltek Costpoint

Automates AP workflows, captures invoices electronically, and improves visibility, accuracy, and financial process control.

Article Icon

Hyland VPConnect for Deltek Costpoint

Vendor portal automates invoice submission, improves visibility, and accelerates billing cycles to reduce DSO.

Contact Us

About You

*
*
*
*
*
*
*
*
*

How can We help you?

We do not share personal information, including your email address, with companies, organizations, and individuals outside of Deltek except as described in our Privacy Policy.