The goal of FabricAI's Progressive Automation is to process as many purchase invoices as possible completely automatically into accounting without manual handling. The automation makes the decision to accept the invoice based on four conditions.
The four conditions of automation
For the invoice to be automatically processed, all of the following conditions must be met simultaneously:
Recurrence: The invoice must be recognized by the system as a recurring invoice.
No manual changes: No manual changes have been made to the invoice in FabricAI the previous time.
Total amount: The invoice total is below the set limit (default 5000 €).
Certainty: The certainty level of the AI prediction exceeds the set limit (default 80%).
Most common user habits preventing automation
Many "general ledger cleaning actions" performed by accountants are interpreted as manual changes, which prevent the automation of the invoice the next time.
Avoid these actions if you want the invoice to be processed automatically:
Removing zero lines: Cleaning up long invoices by removing zero-total lines.
Editing line descriptions: Writing additional information in line descriptions (e.g., more detailed descriptions).
Combining lines: Removing all lines and creating one summary line instead.
Consider whether removing zero lines or editing every line description is really necessary for the general ledger? By giving up these routines, you can significantly free up time as the AI handles the invoices for you.
How to improve the degree of automation?
If you notice that invoices are not optimally processed automatically, check the following points:
Situation | Solution |
Large total amounts | If the client has many invoices over 5000 €, increase the maximum total from the Settings tab. |
New client (less than 6 months of using the current accounting program) | AI needs data. Continue processing through FabricAI; accuracy improves as the invoice history grows. |
Changed accounting practices | If the chart of accounts or accounting practices have changed, we can limit the training material to start from a new point in time. (by default, the last two years of purchase invoices are always used) Send a message: [email protected]. |
Complex dimensions | |
Editing lines | If possible, stop editing line descriptions and removing zero lines in the FabricAI portal. |
This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.