Deltek adds AI for proposals, risk management and financial close
Deltek has rolled out AI-enabled processes across proposals, risk management and financial close, all coordinated by Dela, the company's AI orchestrator. The updates were announced at Deltek's annual customer conference in Denver.
What this means for management
The work you struggle to staff and standardise-RFP response, risk visibility and month-end close-now gets automation support inside the Deltek stack. The promise: faster cycles, fewer manual checks and clearer accountability, while keeping people in control.
Deltek Proposals inside Costpoint and Vantagepoint
Deltek Proposals brings AI-generated proposal creation directly into Costpoint and Deltek Vantagepoint. It automates solicitation analysis, compliance mapping and first-draft creation, with Deltek projecting a 60%-70% reduction in creation time based on internal benchmarks.
- Set guardrails: approve sources for past performance, resumes and boilerplate; require reviewer sign-off before submission.
- Track impact: measure cycle time, win rate and rework percentage pre/post rollout.
- Tighten compliance: map solicitation requirements to owners and due dates; standardise approval checkpoints.
PPM Enterprise Risk for organisation-wide visibility
Deltek PPM Enterprise Risk offers AI-driven visibility across portfolios to spot patterns, predict issues and trigger early, coordinated action. The goal is to protect performance, profitability and compliance before risks spread.
- Define a shared risk taxonomy and thresholds for automatic escalation.
- Integrate with PMO cadence: weekly risk reviews, exception dashboards and playbooks by risk type.
- Close the loop: link mitigations to owners, deadlines and post-mortems to improve forecasting.
Agentic Financial Close to shorten month-end
Agentic Financial Close applies AI-based reconciliation and validation to shorten close cycles by several days while maintaining human oversight. It reconciles ledgers, flags anomalies and surfaces exceptions for review, with support for GAAP requirements.
- Maintain segregation of duties: bots prepare, people approve; preserve full audit trails.
- Standardise checklists and exception handling so controllers focus on high-value reviews.
- Audit readiness: document data lineage, approval timestamps and model change logs.
Executive takeaways
- Pilot fast, measure hard: start with one business unit and 2-3 KPIs (cycle time, error rate, rework hours).
- Keep people in the loop: set clear acceptance criteria and require human approval on all external outputs.
- Data matters: restrict models to approved sources; archive prompts, outputs and decisions for compliance.
- Plan integration: align with Costpoint/Vantagepoint workflows, SSO and existing controls.
- Change management: train proposal managers, PMO leads and controllers on review standards and exception handling.
Commenting on the approach, Warren Linscott, chief product officer at Deltek, said customers need an intelligent platform that automates the slow work while keeping expertise and compliance at the centre of every decision.
Learn more
- Deltek official site
- GAAP standards (FASB)
- AI courses by job role - Complete AI Training
- AI tools for finance - Complete AI Training
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