Key Takeaways
- Transformance’s AI agents, such as Vero, read remittances, pair net progress payment receipts with their delivery invoices and run AR collections for Costpoint and Vantagepoint teams; Transformance connects through its integrations hub, a person approves, and Deltek stays the system of record.
- In Costpoint, a delivery invoice is reduced by the progress payments already paid; with the gross posting method, the liquidation line is created on the Manage Cash Receipts screen when the customer pays (Deltek Costpoint help, 8.1).
- Under the federal Prompt Payment clause, an invoice is due on the later of the 30th day after the billing office receives a proper invoice or the 30th day after acceptance (FAR 52.232-25, January 2017).
- ClearMatch auto-matches 95% of payments; full rollout takes up to 4-8 weeks, and your IT team may be involved.
In This Article
- Key Takeaways
- How can AI agents help Deltek Costpoint and Vantagepoint teams with AR?
- What do Costpoint and Vantagepoint already do for billing and receivables?
- Where does manual AR work remain for Deltek teams?
- What do AI agents take on in Deltek AR?
- How does data flow between Deltek and Transformance?
- How does onboarding work on Deltek?
- Who runs Costpoint and Vantagepoint, and what does a month of AR look like?
How can AI agents help Deltek Costpoint and Vantagepoint teams with AR?
Transformance’s AI agents, such as Vero, read remittances, propose matches and underpayment classes, and run AR collections for teams on Costpoint and Vantagepoint, which keep billing, cash receipts and aging; a person approves every posting.
AR work on Deltek Costpoint and Vantagepoint: what Deltek does, what agents add, who approves
Terms from Deltek help (Costpoint 8.1 and 8.2, Vantagepoint 3.0 to 7.2); menu names depend on your version.
Takeaway: Deltek keeps the books and the bills; agents prepare the work around them, and a person signs off.
What do Costpoint and Vantagepoint already do for billing and receivables?
Costpoint documents billing formulas, progress payment liquidation and a Cash Receipts Processing group with approvals and underpayments; Vantagepoint documents billing, cash receipts, an AR Review hub and aging alerts.
Costpoint billing. Every billing record on the Manage Project Billing Information screen carries a billing formula. Deltek describes three types: cost-based formulas that burden direct costs with indirect costs and fee, hours multiplied by a loaded billing rate, and units multiplied by a unit price. Ceilings on contract and funded values cap the inception-to-date bill, and manual, milestone and percent complete bills use the Enter Bill Manually formula (Deltek Costpoint help, Invoice Billing Formulas, 8.1).
Progress payments. Progress payment bills (government Form 1443) recover a percentage of incurred costs before deliveries are made. The delivery invoice for a shipment is then reduced, or “liquidated”, by the progress bills already paid, so the customer pays the net amount. The Delivery Invoices at Net Amount check box decides the posting:
- Net method: the receivable is the net amount, and the liability is reduced when the bill posts.
- Gross method: the receivable is the gross shipment value; when the customer pays, “an additional line will be automatically created on the Manage Cash Receipts screen to record the liquidation entry”.
There is no retainage on 1443s (Deltek Costpoint help, Costpoint Billing, 8.1).
Costpoint receivables. Accounts Receivable covers cash receipts, customers, lien waiver controls, finance charges, cash receipt import and reports. It prints customer statements and reminder notices and keeps a database of collection contacts and notes (Deltek Costpoint help, Accounts Receivable, 8.2). On Manage Cash Receipts, the Invoice Info button lets the user pick outstanding invoices and enter the amount received for each, and Costpoint builds the accounting rows. If cash receipt approval is enabled, only approved receipts can post (Manage Cash Receipts, 8.2). Edit/Manage A/R Underpayment Amounts selects invoices with a balance due that are eligible to be written off (Cash Receipts Processing, 8.2).
Vantagepoint. Invoices come from Interactive Billing and Batch Billing or Invoice Transaction Entry; posted invoices appear on the Aged Accounts Receivable and Accounts Receivable Ledger reports, and the Invoice lookup searches by project, phase or task (Deltek Vantagepoint help, Invoices, 7.2). From imported bank transactions, the Invoice Lookup shows invoices whose Balance Net of Interest matches the receipt, and the user selects invoices until the Unapplied field reads zero (Create Cash Receipts from Imported Bank Transactions, 7.0). The AR Review hub shows which of a client’s projects have outstanding invoices, with aging, interest, retainage and comments; aging alerts message team members when a balance reaches an aging limit, for example 30 or 60 days (Accounts Receivable, 3.0).
Takeaway: Deltek documents the backbone from billing formula to aging alert; agents build on it.
Where does manual AR work remain for Deltek teams?
Wherever the customer’s remittance does not mirror the bill: a payment that names a contract instead of the invoice, a net delivery payment, an underpayment, or an unaccepted invoice.
This is project and contract AR work on any ledger:
- The remittance lives elsewhere. Agencies, primes and commercial clients send payment details as PDFs, emails and portal downloads; the bank line may carry only a contract or voucher number (where remittances come from).
- One payment, several projects. When one transfer settles invoices on several contracts, someone works out the set.
- Progress payments. A $20,000 payment against a $100,000 gross receivable is either the liquidation or a short pay; someone confirms which (retention and progress billing).
- Underpayments. A customer pays less with a one-line reason; someone decides to pursue or write off, and keeps the proof (partial payments and deductions).
- Correct but unpaid. An invoice can be right and still open because the customer has not accepted it; someone finds out and calls.
The day after the due date on a federal invoice. Under the Prompt Payment clause, the due date is the later of “the 30th day after the designated billing office receives a proper invoice from the Contractor” or “the 30th day after Government acceptance of supplies delivered or services performed”. The payment office pays an interest penalty “automatically, without request from the Contractor” when payment is late and the clause’s conditions are met, including a processed receiving report or other documentation authorizing payment (FAR 52.232-25, acquisition.gov, January 2017).
So the day after the due date is a natural day to act: confirm the proper invoice was received and acceptance recorded, then follow up. The contract’s own payment terms govern.
Takeaway: Deltek runs the bill and the ledger; the team still reads, explains and chases what the remittance leaves out.
What do AI agents take on in Deltek AR?
Agents take cash application, underpayments, AR collections and cash forecasting: they read each remittance, propose the match or the classification with evidence, and hand the decision to a person.
- Cash application. DocSense reads remittances in any format with zero template configuration and over 97% extraction accuracy across 100+ document types and 170+ languages. ClearMatch auto-matches 95% of payments, runs end to end in under 8 minutes and validates 100% of postings; nothing posts without human sign-off (how AI reads remittance advice).
- Underpayments and deductions. ClaimIQ identifies deductions with 97% accuracy, sorts them into six categories and takes under 15 seconds each (manual: 45 minutes). The proposal goes to whoever owns the write-off decision.
- AR collections. CollectPulse actions 100% of overdue invoices within 24 hours (manual teams: 30-40%), so an invoice unpaid past its due date gets its first follow-up the next day. Vero handles 60-80% of routine touches; DSO comes down 8-12 days on average. The AI calling agent works in 70+ languages and identifies itself as AI at the start of every call (how AI automates AR collections).
- Cash forecasting. CashPulse reaches 90-95% forecast accuracy out to 90 days, on 30-, 90- and 365-day horizons.
When a payment does not match, Vero investigates from Customer 360, its working memory per customer, fetches internal and external information to find more matches, and proposes with the evidence; a person approves (matching a payment with no reference).
A progress payment receipt, step by step (illustrative; amounts from Deltek’s gross-method example, contract details fictional). A contractor ships goods worth $100,000.00; progress bills of $80,000.00 were paid earlier, and Costpoint posts delivery invoices gross.
- The payment. The agency pays $20,000.00; the bank line names the contract and a shipment reference, not the invoice.
- The remittance. The agent reads the payment notice and finds the delivery invoice for that shipment.
- The proposal. It proposes that invoice and shows that the $80,000.00 difference equals the progress payments already paid, so it is not treated as a short pay.
- The approval. The billing manager approves. Costpoint records cash of $20,000.00 and liquidated progress payments of $80,000.00 against the $100,000.00 receivable.
Takeaway: agents read, propose and chase; Deltek records what a person approved.
How does data flow between Deltek and Transformance?
Transformance reads customer data, open items, bank statements and remittances, proposes postings, and writes back only what a person approved, through the route agreed with your Deltek team.
What moves. Across ERPs, Transformance reads customer master data, open items, invoices, journal entries, bank statements and remittances, and writes approved clearing postings, journal entries and ERP updates, including reversals (what AR automation reads and writes; how an external system clears open items).
Which route. The integrations hub connects by API, files, a database, a mailbox or Transformance’s own on-premises agent, which only connects outward, so a Deltek system inside your network needs no inbound firewall change (AR automation on an on-premise ERP; custom ERP connections). Deltek has its own interfaces: Costpoint’s Accounts Receivable Interfaces import cash receipt records, and Deltek publishes Costpoint developer resources, including Costpoint Integration Console and Costpoint Integration Overview documents (Deltek, Costpoint 8.2 developer resources). The interface is agreed with your Deltek team and IT (what IT does in a rollout).
Who controls postings. A 4-level approval model (read, recommend, execute, post) keeps a person in the loop for every ERP posting. Thresholds are set by amount, entity and customer. The audit log stores the timestamp, what the system did, what the user did, who approved, the input and the confidence (approval thresholds).
Where data lives. Data stays in your region (US customers in the US), and VPC deployment in your own cloud is available. Requirements that come from your contracts are reviewed with your security team in a call. No customer data is used to train models (how AI agents access ERP data safely).
Takeaway: Deltek stays the system of record; Transformance writes only what a person approved, and logs why.
How does onboarding work on Deltek?
Onboarding is one shared seven-step project, tested on your own Deltek transactions; full rollout takes up to 4-8 weeks, and your IT team may be involved.
The onboarding hub follows the same path for every ERP:
- A proven plan, fitted to your Deltek product, scope and calendar.
- A shared portal with your team’s tasks.
- Structured discovery, confirmed by your team.
- Data requests with instant file checks; ERP, bank and mailbox connections with your IT team in the loop.
- Tests on your own transactions in staging, then a parallel run.
- Readiness gates, a go/no-go decision and sign-offs.
- Hypercare and handover.
On Deltek, a useful test set covers a time-and-materials invoice paid in full, a delivery invoice paid net of progress payments, one payment for two projects, and an underpayment with a one-line reason; your team agrees the scenarios in the plan.
The connection follows a standardized process in the integrations hub: discover, map, build, test, schedule and monitor. AI agents planned for the hub are designed to take on those steps, and a person approves every change that reaches your Deltek system or production (how the integrations hub builds the connection). A proof of value runs 4-5 weeks on one entity (how long implementation takes).
Takeaway: one plan, your own project invoices in the test, and a person’s approval on every change.
Who runs Costpoint and Vantagepoint, and what does a month of AR look like?
Deltek positions Costpoint for government contracting, aerospace and defense, and Vantagepoint for architecture, engineering and consulting firms; the example below shows one contractor’s month.
Deltek describes Costpoint as “an ERP system built specifically for government contracting organizations” and Vantagepoint as “ERP built for architecture, engineering, and consulting firms” (Deltek, 2026).
Worked example (illustrative, USD; every input is an assumption you replace). A defense and civil-agency contractor on Costpoint receives 600 customer payments a month.
- Today: assume 80% of payments carry an invoice number and apply directly; the other 20% name a contract or arrive net or short. 120 x 15 minutes = 1,800 minutes = 30.0 hours.
- With agents: 95% is ClearMatch’s auto-match rate across all payments; it replaces the 80%, it is not added on top. 30 x 15 minutes = 450 minutes = 7.5 hours.
- The difference: 90 fewer payments for a person; 90 x 15 minutes = 1,350 minutes = 22.5 hours a month.
The 15 minutes stay equal in both columns; this is arithmetic on assumptions, not a promise.
Takeaway: count the payments that need a person today, apply 95%, and the difference is the work agents prepare.
Who Transformance is for
- ERPs: Deltek Costpoint and Vantagepoint and other ERPs through our integrations hub; SAP S/4HANA, SAP ECC, NetSuite, Microsoft Dynamics 365 Finance & Operations and Business Central, and Odoo run in production with customers, and Oracle and Infor are supported.
- Size: mid-market to large enterprise, 250 to 2,000+ employees, including groups with several entities and shared service centres.
- Payment volume: from under 1,000 to over 100,000 payments a month.
- Industries: manufacturing, consumer goods and food and beverage, logistics, e-commerce, agriculture, energy and professional services.
- Scope: cash application alone, or the full order-to-cash (cash application, deductions, AR collections, cash forecasting).
Conclusion: Deltek bills and records, agents read and chase
On Costpoint and Vantagepoint, agents read remittances, pair net delivery payments with their invoices, classify underpayments and follow up the day after an invoice falls due, building on Deltek’s billing, cash receipts and aging.
Nothing posts without a person’s approval. Pick one entity and one process, usually cash application, and Book a Call to scope the connection and proof of value.
Key terms
- Cash application: matching incoming payments to the open invoices they settle.
- Remittance advice: the payer’s note of which invoices a payment covers.
- Short pay: a payment smaller than the invoiced amount.
- Write-off: removing a balance that will not be collected from the ledger.
- Accounts receivable aging: open invoices grouped by how long they are outstanding.
- Dunning: the staged reminder process for overdue invoices.
Related guides
- Which ERP systems does Transformance integrate with?
- What AR automation reads from and writes to the ERP
- Who approves what when an AI agent works in your ERP
- How onboarding to Transformance works, kickoff to go-live
- Retention and progress billing in construction receivables
Frequently Asked Questions
Does Transformance replace Costpoint or Vantagepoint billing?
No. Deltek stays your system of record and keeps billing, cash receipts and aging. Agents add the reading, proposing and follow-up around them, and a person approves every posting.
Which Deltek products and versions does Transformance work with?
Transformance connects to the Costpoint or Vantagepoint system you run through its integrations hub. The route depends on your version and hosting; tell us which you run and Book a Call to scope it.
How long does a rollout on Deltek take?
Full rollout takes up to 4-8 weeks, and your IT team may be involved. A proof of value runs 4-5 weeks.
How does Transformance handle security and data location?
Customer data stays in your region (US customers in the US), and VPC deployment in your own cloud is available. Requirements that come from your contracts are reviewed with your security team in a call before anything connects.
Is it built for our size and payment volume?
Yes: mid-market to large enterprises with 250 to 2,000+ employees, and volumes from under 1,000 to over 100,000 payments a month.
Can it handle progress payments and underpayments?
Yes. Agents propose how a net payment maps to its delivery invoice and classify an underpayment with the proof attached; a person approves every posting.
What does AI for Deltek accounts receivable cost?
It depends on scope and the number of entities. Book a Call and we scope it with you.
SAP, SAP S/4HANA, Microsoft, Dynamics 365, Business Central, Oracle, NetSuite, Odoo, Infor, Deltek, Costpoint and Vantagepoint are trademarks of their respective owners (SAP SE, Microsoft Corporation, Oracle Corporation, Odoo S.A., Infor, Deltek, Inc.). Transformance is not affiliated with or endorsed by them.
