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From every invoice manually reviewed
to 80%+ posting themselves
Pro Partners Wealth managed invoices for veterinary practice owners with near-zero straight-through processing. A Nanonets agent now ingests invoices, extracts fields, validates business rules, and posts approved bills to QuickBooks — with no manual touch required.
Pro Partners Wealth is a Columbia, Missouri accounting and wealth management firm specialising exclusively in veterinary practice owners. They manage accounting, tax, and financial planning for vet practices — including high-volume accounts payable from veterinary suppliers — and needed to scale their AP processing to new clients without adding headcount.
The Problem
Pro Partners Wealth processes invoices from dozens of veterinary suppliers for each practice client. Their existing OCR tool extracted data but lacked any validation logic — meaning every single invoice had to be manually reviewed and corrected before it could be entered into QuickBooks.
- —Near-zero STP rate — every invoice required a human touch before posting.
- —80% extraction accuracy from the old OCR tool left too many errors to trust.
- —Could not scale — onboarding new clients meant proportionally more manual AP work.
Their customizations enabled us to tailor a solution meeting our needs, improving processing times and allowing efficient scaling.
The solution
One validation agent. From invoice to QuickBooks, straight-through.
Nanonets replaced the manual loop with one autonomous agent. It ingests invoices from upload or email, extracts all AP fields with >95% accuracy, validates against business rules, and posts approved bills directly to QuickBooks — routing only genuine exceptions to a human reviewer.
Pipeline overview
Impact
AGENT ANATOMY
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