Plug. Sync. Automate. How Hyperbots AI Makes Deltek Costpoint Run Itself
Shaun Walker explains how HyperBots delivers 80% productivity gains with plug-and-play AI automation for Costpoint finance and supply chain operations
What makes HyperBots AI Copilots such a good match for Deltek Costpoint?
Jace Kitchen: What makes Hyperbots AI Copilots such a good match for Deltek Costpoint?
Shaun Walker: Hyperbots ships with a plug-and-play connector built for both Costpoint Cloud and on-premises deployments. It allows Copilots to read and write everything across finance and supply chain operations—from companies, projects, vendors, and parts lists to POs, receiving reports, and AP vouchers.
How long does it take to roll out a Copilot on Costpoint?
Jace Kitchen: How long does it take to roll out a Copilot on Costpoint?
Shaun Walker: Our Invoice to Cash Copilot was production-ready in just under eight weeks. Here's the breakdown:
Weeks 1-2: Field mapping in the Costpoint test environment
Weeks 3-4: Replaying sample transactions
Weeks 5-7: User sign-off and validation
Week 8: Go-live
How often does Hyperbots sync data with Costpoint, and what cadence do you recommend?
Jace Kitchen: How often does Hyperbots sync data with Costpoint, and what cadence would you recommend from your experience?
Shaun Walker: The sync frequency depends on the data type:
Company and chart of accounts: Weekly
Vendor, part, and project masters: Daily
POs and receiving reports, AP vouchers: Hourly
Vouchers, journals, and accruals: Real-time (highly recommended)
How does each Copilot automate Costpoint tasks?
Jace Kitchen: How does each Copilot automate a Costpoint task significantly for you?
Shaun Walker: Invoice Processing Copilot reads PDFs, matches them to POs and receiving reports, auto-codes projects and accounts, and posts AP vouchers with 80% straight-through processing.
Payment Copilot balances early payment discounts against the cost of capital, builds check and EFT batches, creates ACH files, posts disbursements, and automatically reconciles them to bank statements.
Sales Tax Copilot verifies tax jurisdictions and item categories before posting vouchers, eliminating over or underpayment issues.
What happens if a write to Costpoint errors out?
Jace Kitchen: What happens if a write to Costpoint errors out?
Shaun Walker: Every post is followed by an immediate read-back verification. If there's a closed period, missing account, or duplicate reference, the system triggers three automatic retries. If it still fails, the item lands in an Integration Exceptions queue, and the finance team receives a Teams alert, ensuring nothing fails silently.
How do you safeguard security, data integrity, and customization?
Jace Kitchen: How do you safeguard security, data integrity, and customization?
Shaun Walker: Hyperbots is SOC 2 Type II and ISO 27001 certified, with full data encryption. We connect using short-lived tokens tied to Costpoint roles with no stored passwords. User-defined fields are auto-discovered and treated like native data. Multiple company and multi-product cost pools are respected, and a single dashboard provides visibility into every company and project in flight.
Costpoint sites are often customized. How do Copilots cope with unique user fields or workflows?
Jace Kitchen: Costpoint sites are often customized. How do Copilots cope with unique user fields or workflows?
Shaun Walker: During onboarding, Hyperbots scans the metadata, and any user-defined field or table becomes a mapping target. The AI learns from legacy postings to populate these fields automatically. If you have custom approval flows, we trigger them the same way a Costpoint user would—with no code rewrites required.
How do you guarantee each transaction posted to Costpoint actually succeeds?
Jace Kitchen: How do you guarantee each transaction posted to Costpoint actually succeeds?
Shaun Walker: After posting a record—whether it's a voucher, PO, journal, or payment—Hyperbots reads it back and compares every critical field. A green post-check only appears after a perfect match. Otherwise, the system retries or escalates the issue.
What happens when we upgrade Costpoint or move to another ERP?
Jace Kitchen: What happens when we upgrade Costpoint or move to another ERP?
Shaun Walker: The connector is version-controlled. During an upgrade or migration, Hyperbots enables dual-write mode, posting to both systems until cutover. This ensures nothing falls through the cracks during the transition.
How does Hyperbots handle on-premises Costpoint integrations?
Jace Kitchen: How does Hyperbots handle on-premises Costpoint integrations?
Shaun Walker: We deploy a small agent on your Costpoint server that opens an outbound HTTPS tunnel. No inbound firewall changes are required. All data stays encrypted and under your network's control, which keeps InfoSec teams comfortable with the setup.
How does Hyperbots' agentic AI on Costpoint differ from other AI add-ons?
Jace Kitchen: How does Hyperbots' agentic AI on Costpoint differ from other AI add-ons that you've seen?
Shaun Walker: Typical add-ons focus on invoice OCR or simple routing. HyperBots delivers agentic workflow AI that can act independently—raising requisitions, booking journals, reversing accruals, requesting vendor credits, reconciling payments, closing POs, and verifying tax.
It's a finance-trained model that hits 99.8% accuracy and delivers approximately 80% productivity gains, compared to the 30% we typically see from basic OCR or RPA bots. All of this is backed by an immutable audit trail for complete transparency and compliance.
