How to Use Vic.ai

Getting started with Vic.ai

In this guide, you’ll learn how to set up Vic.ai for processing invoices automatically, allowing you to streamline your accounts payable tasks with high accuracy.

Step 1: Sign up and set up

1. Visit Vic.ai.
2. Click on the "Get Started" button on the homepage.
3. Fill in the required details to create your account, ensuring you select the option for a free trial if available.
4. Confirm your email address by clicking the link sent to your inbox.
5. Log in to your new account.

Step 2: Your first invoice processing

1. Once logged in, navigate to the “Invoices” tab in the main menu.
2. Click on the “Upload Invoice” button to add your first invoice.
3. Select a file from your computer (PDF, JPEG, etc.) and click “Open.”
4. Vic.ai will automatically process the invoice. After a few moments, it will display the extracted data.
5. Review the data for accuracy and click “Approve” if everything looks correct. If there are discrepancies, make the necessary edits before approval.

Step 3: Get better results

1. To improve accuracy, ensure that invoices are clear and legible. Avoid scanned images of poor quality.
2. Use the “Settings” option in your account to configure your preferences, such as currency, approval workflows, and user permissions.
3. Regularly train the system by reviewing and correcting any errors it makes. This helps Vic.ai learn and improve over time.

Pro tip

Use the bulk upload feature when processing multiple invoices. Instead of uploading them one by one, select multiple files to save time.

Common mistake to avoid

Don’t overlook the importance of reviewing extracted data before approval. Many users assume the AI is always correct, but it's essential to double-check for any potential errors that could lead to payment issues.