What is Autopilot
Autopiloted invoices have an accuracy rate of 95-100%.
Expense-only Invoices:
The AI predicts the vendor, invoice number, invoice date and due date, payment terms, GL accounts, and any dimension such as Customer, Location, Class, or Department among others with a >95% chance of being correct.
PO Invoices:
For PO invoices, in order to reach autopilot:
All item lines have to be matched by the AI
All header fields need to reach the AutoPilot threshold
There can't be any expense lines
You may still choose to review the AI predictions if you wish to do so.
Recognizing Autopiloted Invoices
An Autopiloted invoice has the Autopilot icon on the far left of the invoice, as seen below.
Vic.ai’s Customer Success team will notify you once Autopilot is available for your clients.
As always, please contact us via Customer Support should you have any questions. We are happy to provide input and tips for engaging autopilot, we would love to welcome you to invoice processing life in the fast lane!
AutoPilot Options
There are different options available for what action an Autopiloted invoice will take, depending on your configuration and how much automation you're looking to achieve. You can select one option, and can update it via request with Vic.ai staff.
Expense-only Invoices: Autopilot Options
AutoPilot Icon Only
No additional action will be taken, but the Autopilot icon will be displayed, so that users can see the confidence by the AI that values are correct.
This is often enabled as an initial automation step, for users to verify the accuracy for a period of time before moving to the more advanced automation discussed next.
Initiate Expense Approval Flow
This configuration will automatically start the expense approval flow upon ingestion to Vic.ai for AutoPiloted invoices.
Pair this with AutoPost after Approval for efficient invoice processing, that only requires an Approval touch!
AutoPost
Vic.ai will automatically initiate a post attempt for AutoPiloted invoices. As a reminder, this means all item lines are matched with no mismatches or deviations outside of tolerance.
Note, if there are errors that would prevent an invoice from being posted, like a Duplicate error, the Post attempt will not go through.
We highly recommend creating a Custom View for Errored invoices, so that you can find any Posting Failed attempts from AutoPost and fix them.
PO Invoices: AutoPilot Options
Automatically Initiate PO Mismatch Flow
Vic.ai will automatically initiate any PO Mismatch Flows for an Autopiloted invoice.
Autopost
Vic.ai will automatically initiate a post attempt for AutoPiloted invoices.