How Forvis Mazars Enhanced Client Experience with AI Bookkeeping Agents

Forvis Mazars replaced manual invoice tagging in Excel with fileAI’s AI-powered data intelligence platform, reaching 99.5% data extraction accuracy and saving clients 90% of bookkeeping time.

Forvis Mazars Global is a leading global professional services network. Operating as an internationally integrated partnership in over 100 countries and territories, Forvis Mazars LLP specializes in audit, tax, and advisory services, assisting clients of all sizes.

Mazars' transformation strategy is built on four pillars: Go Paperless, Go Cloud, Go Automation, and Go Digital Collaboration. Central to this strategy is a focus on keeping the client at the heart of every digital transformation project.

When Mazars came across fileAI, their clients were manually preparing and tagging invoices and expenses in Microsoft Excel - a slow, repetitive process that limited how much client growth the practice could absorb without adding headcount.

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Mazars' Objectives

In line with its transformation strategy, Mazars set out three key goals for fileAI:

• Easy to implement and use — a solution that could be rolled out to clients without a heavy lift or lengthy training curve.
• A client portal for invoices and statements — a single place for clients to submit and manage their financial documents.
• End-to-end automation of client processes — removing manual handling across the full bookkeeping workflow, not just at the data-entry stage.

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The fileAI Solution: AI Bookkeeping Agents

fileAI's AI-first solution gives Mazars a competitive advantage both operationally and in how it services customers. Powered by fileAI, the AI Bookkeeping Agents execute flawlessly on repetitive processes with 100% transparency.

Upgrading from legacy OCR to AI-native extraction 

Mazars upgraded to fileAI’s multimodal AI OCR, which leverages AI to capture data from both handwritten and printed invoices. This increased capacity, enabled client growth, and maintained accuracy and compliance, all without higher costs.

Import and extraction across every data source 

The Bookkeeping AI Agent ingests unstructured data from across the client's financial documentation:

• Unstructured AP (accounts payable) data
• Unstructured AR (accounts receivable) data
• Bank statements

Autoverification and validation 

Extracted data passes through autoverification and validation, turning unstructured inputs into clean financial data ready for use; with smart approvals applied based on each client's specific business requirements.

Client adoption 

Clients quickly adopted the platform, saving 90% of bookkeeping time through end-to-end invoice automation.

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The Results

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Looking Ahead

This AI-driven transformation didn't just streamline Mazars' accounting services - it showcases the power and potential of AI in driving client satisfaction. By automating the repetitive, high-volume work of bookkeeping, Mazars has freed its teams to focus on what clients value most: relationships and strategic advice, not data entry.