Transforming the billing process with intelligent process automation 

Manual billing processes are time-consuming, error-prone and difficult to scale. From heavy data entry to reconciliation backlogs, invoice delays and compliance challenges, organizations often find that growth directly increases administrative burden. 

Traditional billing models require analysts to invest significant time in tasks like invoice creation, data entry, reconciliations and approvals. This manual approach not only slows down the process and increases the risk of errors but also makes it difficult for organizations to scale efficiently. By implementing automated billing processes in Deltek Costpoint, businesses can streamline these repetitive tasks, reduce human error and accelerate the overall billing cycle. As organizations grow, intelligent process automation (IPA) ensures billing operations remain efficient and compliant while minimizing administrative overhead. 

Empowering Deltek Project Nation through intelligent automation 

In 2019, Deltek aligned with Baker Tilly to develop digital workers that could eliminate time-consuming steps from key processes within their Costpoint system. This collaboration marked the beginning of Baker Tilly’s role as the exclusive intelligent automation partner for Deltek Project Nation. Together, we advanced Deltek’s strategic initiative to enhance customer experience by streamlining workflows and reducing manual intervention.  

Integrating IPA with Deltek Costpoint — a comprehensive ERP platform for project billing, compliance and custom workflow automation — enables organizations to boost operational efficiency, accelerate cash flow and free teams to focus on higher-impact work. These automation capabilities are fundamental to Deltek’s broader vision of connecting project data and processes across the entire lifecycle, from contract initiation through closeout, delivering a seamless and responsive experience for their customers. 

Moving from manual to intelligent 

Traditional billing models rely on analysts spending hours on invoice creation, reconciliations and approvals. IPA reimagines this approach by building a fully integrated workflow that individual pushes each bill down the digital assembly line ensuring each invoice is processed as quickly as possible.