Out of Recovery: How Penn State Health Uses AI to Prevent Duplicate Payments, Removing the Need for Costly Accounts Payable Recovery Audits

Penn State Health is a multi-hospital health system serving patients and communities across Pennsylvania. The organization also owns 126 practices across 94 unique outpatient locations in the US and employs over 17,000 people. They currently have 21 active Xelix users who process a huge 600,000 invoices annually and use Infor as their core ERP system.

Like many organizations, Penn State Health had been using a recovery audit firm who were taking a sizeable cut of the duplicate payment values that were identified and recovered. Now equipped with Xelix’s proactive Accounts Payable solution, Penn State Health are:

• Removing the need for costly external audits by identifying and rectifying duplicates ahead of payment
• Enhancing the bottom line by preventing payments leaving the organisation in error
• Saving time by fully automating manual AP tasks such as vendor statement reconciliation
• Using the time saved to focus on more value-adding tasks
• Extracting smart payment insights to drive informed decision-making

The Numbers

• 20x ROI - in just three months, Xelix has saved Penn State Health 20x their annual Xelix investment
• 4x more cost-effective than the Recovery Audit firm
• 10x increase in productivity

If these numbers pique your interest, join Robert Banwart, Director Expenditure Cycle, and Roger Koontz, Accounts Payable Manager, at Penn State Health, who will be discussing their recent implementation of AI in Accounts Payable in more detail.

Mark Brousseau
President, Brousseau & Associates 

Over the past 26 years, Mark Brousseau has established himself as a thought leader on accounts payable, accounts receivable, payments and document automation.   A popular speaker at industry conferences and on webinars and podcasts, Brousseau advises prominent end-users and solutions and services providers on how to use automation to improve document- and payments-driven business processes.  Brousseau has chaired numerous educational conferences and has served on several industry committees and boards.  He resides in Center City Philadelphia with his wife and three sons.

Roger Koontz
Accounts Payable Manager, Penn State Healthcare

My career spans over 40 years, starting with 4 1/2 years as a CPA with a public accounting firm before moving on to Highmark Health, where I was employed until accepting an early retirement effective November 30, 2020. On July 5, 2021, I began my new position as the Accounts Payable Supervisor (and then Manager) for Penn State Health.

My achievements include: participation in a lead role in a successful enterprise Financial Systems Implementation, design, development, and administration of corporate-wide compliance training programs, transfer of Accounts Payable operations to India, and most recently transition of Accounts Payable processing to a new ERP system.

Robert Banwart
Director Expenditure Cycle, Penn State Healthcare

Manage and direct the work of the Payroll and Accounts Payable Departments at Penn State Health. Responsible for the expenditure of approximately $3B for 20,000 employees and 12,000 vendors. Lead the development and implementation of payment related technologies and processes that support the patient-centric mission of Penn State Health.

Paris Baker
Customer Success Manager, Xelix

I'm Paris Baker, a Customer Success Manager at Xelix. I'm passionate about helping customers achieve success and creating meaningful relationships. I'm experienced in customer service, account management, and customer advocacy. I'm driven to ensure we get the highest customer satisfaction, which reflects in our G2 reviews. My goal is to ultimately make our customers successful in their everyday roles and the use of Xelix products and services.