Why Global Roofing Group Chose Vic.ai

The opportunity

Global Roofing Group is a national leader in commercial and residential roofing solutions, serving clients in nearly all 50 states. They have built a strong reputation as a trusted partner that maximizes the longevity and value of each roof and real estate investment for the clients and communities they serve.

Global Roofing Group operates a project-based business that uses task codes to allocate resources across different projects and job codes to manage specific sites. 

With growing projects and recent acquisitions, they were looking to scale their Accounts Payable (AP) processes without adding more headcount. With only three full-time employees and one outsourced administrator in India, the team found it challenging to keep pace and handle 1,500 to 2,000 invoices per month.  

The Global Roofing Group team was looking for an advanced automation solution that would integrate seamlessly with their ERP system, Acumatica, and support 2- and 3-way PO matching, as manually matching POs to invoices drains time and resources. The invoice approval process was also manual, especially when an invoice was rejected, leading to back-and-forth communication and delays. The team needed more financial oversight across projects and a reliable digital audit trail for fraud monitoring.

As the company continues to expand through acquisitions, Global Roofing Group needed to find a solution that could streamline the AP process and provide scalability for growth without requiring additional staff.

The solution

Global Roofing Group chose the Vic.ai platform for its AI-first capabilities for automating invoice processing. With seamless integration into their ERP, Acumatica, Vic.ai provided several solutions to address their pain points and support their growth trajectory:

• Automated PO matching: Vic.ai’s AI-powered platform automates the 2- and 3-way PO matching that Global Roofing Group requires, significantly reducing previous manual work to identify and match associated POs. This allows the team to work faster and minimize errors.
• Scalability: Vic.ai’s platform will scale effortlessly without additional employees as the company grows. The AI technology can process more invoices faster and more accurately, allowing Global Roofing Group to handle increasing invoice volumes while maintaining a lean team.
• Simplified approval workflows: Vic.ai provides an intuitive solution for managing AP approval flows. With features like easy workflow setup, delegation, and mismatch approvals, the approval process will be streamlined, reducing back-and-forth work and the associated delays.
• Enhanced visibility and control: The Vic.ai platform delivers digital audit trails and real-time processing insights into the AP process. This visibility gives the team the transparency they previously lacked and will empower them to prevent fraud and gain more control over project spend.
• AI accuracy: Even without historical AI data training, Global Roofing Group saw an impressive 93% accuracy in invoice processing out-of-the-box during testing. Vic.ai’s highly accurate predictions significantly reduce the risk of manual errors and will improve the overall efficiency of Global Roofing Group’s AP workflows.

By partnering with Vic.ai, Global Roofing Group will augment its AP operations and progress forward with AI-powered efficiency. The company is now better positioned to scale, will have more control over its finances, and will be able to focus more time on delivering excellence across its project portfolio.

Learn more about Global Roofing Group.

Learn more about the Vic.ai autonomous finance platform.