Case Study: CPA transforms purchase analysis and margin control with Phacet

CPA saves up to 2 days per month with Phacet

The customer, CPA, an accounting firm serving field businesses like restaurants and retail, faced a challenge due to an e-invoicing reform that threatened to automate its core compliance work. Partner Romain Joussellin sought a new, recurring mission for the firm and identified an opportunity in management control, but the volume of manual data extraction from invoices was too high and error-prone. To address this, CPA turned to the vendor Phacet and its AI-powered service.

Phacet provided a solution that automatically retrieves raw invoice data and uses an AI agent to extract all useful fields into a familiar tabular view. This allowed CPA to efficiently create a new high-value service offering for clients, providing detailed analyses that help them gain margin points. The vendor's tool was easy to adopt and replicate across clients. As a result, CPA transformed a regulatory threat into an opportunity, modernized its firm, and can now offer concrete operational support, with one user reporting saving up to two days per month and catching previously undetected mistakes.

CPA