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AI Agent Accelerator

VP Agents Accelerator for Deltek Vantagepoint

AI agents that work inside your Vantagepoint processes. They check every project's health, process every invoice, and bring your team only the exceptions that need a decision.

Built on Microsoft 365, Copilot Studio and Power Platform. Every decision explained and logged.

Project IntelligenceAI agent · Microsoft TeamsGive me my project health check.7 projects this week2 Red3 Amber2 Green1045 · Client Portal Upgrade92% of budget used · forecast not updated in 38 days1012 · Data MigrationWIP 72 days old · billing approval still pendingRecommended next stepReview ETC on 1045 and confirm scope.Evidence: Vantagepoint figures + latest status reportFinance IntelligenceToday's invoice run22received19ready3need you86% flowed straight through
The Challenge

Vantagepoint Holds the Data. Your Team Still Does the Work.

Manual invoice entry

Invoices are still keyed, coded and checked by hand.

Problems found too late

Budget and billing risks surface at month-end, after the cost has landed.

Signals buried in documents

Early warnings sit in status reports nobody connects to the numbers.

Agent Packs

Choose Where to Start

Each pack adds a team of specialist AI agents to one part of your business. All packs share one secure platform.

Portfolio healthWeek of 20 Oct 2026 · ranked by priority score1 project changed statusPROJECTSTATUSSCOREMAIN RISK AND EVIDENCEClient Portal Upgrade1045 · ABC GroupRed91Budget and scopeStatus report: extra design revisionsData Migration1012 · Northwind HealthRed84Billing and WIP · 72 daysMinutes: billing approval pendingReporting Enhancement1070 · Contoso ProjectsAmber583 missing timesheetsIntegration Support1081 · FabrikamAmber47Forecast 35 days old+ 3 more projects · 1 Amber, 2 Green
Pack 1 · Read-only

Project Intelligence

Know which projects need attention this week, and why.

  • Red, Amber or Green rating for every project
  • Evidence from Vantagepoint and project documents
  • A recommended next step for each risk
22invoices read from the inbox19coded, ready for approval3exceptions for your teamSummit Surveying Pty LtdTax invoice INV-2291 · 18 Oct 2026Site survey, stage 2$3,600.00Drone imagery$1,220.00GST$482.00Total$5,302.00Every line extracted, not just the headerCoded by the agentGL 6110 · Project 1045 · Phase 02GL 6120 · Project 1045 · Phase 02Known vendor, bank details unchangedNo duplicate foundWithin project budgetReady to approve
Pack 2

Finance Intelligence

From inbox to approved invoice, without the re-keying.

  • Every invoice line read, coded and matched
  • Vendor, bank detail and duplicate checks
  • Only exceptions reach your AP team

Coming Next

Time & Expense IntelligenceCRM & Business Development Intelligence
Why Choose Us

Keep Vantagepoint. Add Agents.

Works with what you have

Plugs directly into your existing Vantagepoint, Outlook and Teams environments.

Available today

Our own proven connector for both on-premises and cloud Deltek Vantagepoint.

Microsoft-native

Runs securely inside your own Microsoft 365, Azure and Power Platform tenant.

Explainable and audited

Every agent decision displays its underlying evidence and is thoroughly audit-logged.

How We Engage

Four Steps from Workshop to Live Agents

Start small, prove the value on your own data, then scale.

1

Discover

We map your processes and Vantagepoint setup, and choose your first pack.

You get: a scoped pilot plan
2

Pilot

Agents run on your real projects or invoices, alongside your team.

You get: working agents on your data
3

Prove

We compare results with your team and tune the rules until they match how you work.

You get:measured results & go-live decision
4

Scale

We roll out across the business, then add the next pack.

You get: live agents with ongoing support

Most clients start with Project Intelligence. It is read-only, so there is no risk to your Vantagepoint data.

FAQ

Frequently Asked Questions

Does it replace Vantagepoint or Deltek's own AI features?

No. It works alongside Vantagepoint and its built-in assistant, adding capabilities they don't cover today.

Does it work with on-premises and cloud Vantagepoint?

Yes. Our connector reads from the Vantagepoint database for on-premises clients and from the Vantagepoint API for cloud clients.

What Microsoft licensing do we need?

It runs on Microsoft 365, Copilot Studio and Power Platform. We review your current licensing in the discovery workshop.

VP Agents Accelerator Consultation Banner
Creative Solutions

Ready to Put AI Agents to Work in Vantagepoint?

Book a discovery workshop. We'll show you where agents can save your team time, using your own projects and invoices.