Industry: Business services

Annual invoice volume: 12,000

Employees: 170

Regional office locations: 6

Impact with Vic.ai: The firm now processes invoices at 86% accuracy with 38% requiring no-touch and 17% on complete Autopilot.

Recognized as one of Forbes’ Top Recommended U.S. Tax and Accounting Firms and named one of the Top Firms in the U.S. by Inside Public Accounting, this firm was also honored as a Best Firm to Work For by Accounting Today. The team serves the Southeast with comprehensive accounting and advisory services, and specializes in multiple industries.

The challenge: Efficiently manage invoice processing from multiple clients

As one of the Southeast's largest full-service accounting and advisory firms, this organization brings deep expertise and specialized consulting across industries, including invoice processing and payment services. One of its shareholders, a CPA, focuses on leveraging technology and modern accounting processes to help clients improve data quality and access meaningful analytics to enhance financial performance.

To support this mission, the firm implemented the Vic.ai autonomous finance platform to expedite invoice processing and payments on behalf of its clients. While they continue to use Bill.com to manage vendors and associated invoices, manual invoice processing remained time-consuming. By introducing Vic.ai’s AI-first technology, the firm can now automatically ingest invoices and generate accurate predictions, streamlining operations and delivering faster, smarter results.

The solution: AI-first invoice data predictions, resulting in high accuracy and processing on Autopilot

After implementing Vic.ai and onboarding a growing number of clients with increasing invoice volume, project leaders were encouraged by how quickly the proprietary AI adapted — making accurate predictions and learning at scale.

The most notable ROI came from a prominent client, where the CPA on the project reported that his team was able to process more than twice the number of invoices compared to Bill.com, in the same amount of time. With Vic.ai accurately detecting most invoice fields, the efficiency gains were both immediate and measurable.

The firm achieves more speed and more accuracy with AI, and is able to process more than twice the number of invoices with Vic.ai, compared to Bill.com, in the same amount of time.

The firm now processes invoices with 86% overall accuracy, with 38% requiring no human touch and 17% running fully on Autopilot. In Vic.ai, “Autopilot” means all invoice details are predicted with 95% or greater confidence, allowing invoices to move straight to approval — without any data entry or classification review.

With continued improvement in no-touch rates and time savings per invoice, project leaders now focus on celebrating the most efficient users month over month. Thanks to Vic.ai’s best-in-class analytics, they can track AI performance and user productivity in real time — unlocking smarter, faster operations. The firm has been pleased with the platform’s impact and is actively recommending Vic.ai to additional clients to enhance their invoice processing services.

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