Table of contents
Summary
From invoice data extraction to risk checks and AI controls, here’s how BILL AI takes on routine work for your firm while you decide how it works.
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Introduction
BILL AI helps your firm avoid time-intensive, manual work to achieve new levels of efficiency, accuracy, and time savings. Our artificial intelligence has trained on millions of invoices to support accuracy and makes about 5 million predictions daily. Newer capabilities add risk intelligence that checks bills before payment is scheduled, an AI Control Hub where you can review AI activity and switch AI tools on or off, and AI-assisted onboarding that makes the first pass at setup. Here’s how BILL AI supports day-to-day tasks in BILL Accounts Payable and BILL Spend & Expense, and how you stay in control of it, so your firm can focus on higher-value work for clients. Explore more BILL AI capabilities, including new releases, at bill.com/product/ai.
Working with BILL AI
AI-assisted onboarding
BILL makes a first pass at the business profile, product recommendations, vendors, and default approvers. Users can review and adjust before changes apply.
AI Control Hub
Customers can review AI activity, switch capabilities on or off, and control how much AI does.
Bring BILL’s data to your AI workflow
You can connect BILL to available AI assistants through BILL’s external Model Context Protocol (MCP) connection. Once you turn it on, you can ask questions about your BILL financial operations and get answers in the AI assistant you already use.
AI and BILL Accounts Payable
AI invoice data extraction
BILL identifies and labels incoming invoices and W-9s to reduce manual sorting. BILL AI extracts critical invoice details from documents and uses that information to populate fields within a bill. This information includes vendor name, vendor email address, vendor full address, invoice number, invoice date, due date, amount, payment terms, PO number, IBAN number, and SWIFT code for international payments. You can be confident that extracted info is correct because our AI leaves fields blank if data isn’t recognized.
Vendor profiles
BILL AI can help identify vendor address information from incoming invoices, which helps you streamline the process of creating new vendor records.
Duplicate invoice detection
BILL will warn you if a duplicate invoice exists, so you can prevent your clients from paying the same bill twice.
Risk intelligence
BILL flags invoice amounts that differ from a vendor’s established billing history during approval, before payment is scheduled.
Document splitting
BILL uses AI to detect and automatically split documents, turning multiple invoices on multiple pages into individual bills.
W-9 data collection
The BILL W-9 Agent can autonomously email your clients' vendors to collect and enter W-9s—eliminating over 80% of the manual steps involved.
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Identify missing bills
The BILL Reminders report uses your client’s historical data to highlight potential missing bills, helping to prevent late fees.
AI and BILL Spend & Expense
Auto categorization
BILL AI helps code transactions in BILL Spend & Expense, saving reconciliation time and improving accuracy. It will populate categories in expense transactions, analyzing the merchant, transaction information, and the history of selections. It then will populate the field based on probable candidates.
If there isn’t a probable match, our AI will leave the field blank. It will also note and learn from corrections made to an automatically categorized field.
To learn more, request a demonstration or reach out to your account manager.
