ScaleFactor vs. Yooz

I work with several businesses and have attempted to bring ScaleFactor into multiple. Thus far the business status/environment has been suitable for ScaleFactor only once, but I'll continue to look for more. ScaleFactor is great when a company has matured beyond the owner making all accounting and banking entries. As soon as multiple systems are needed, it's likely a decent time to call ScaleFactor. I'm confident my operations could run through ScaleFactor for a long time as the next step for us would be something akin to NetSuite or some other more rigid enterprise solution. Additionally, our business has a geographically displaced work force, typically working from home. Having access to all systems via the cloud has been great. No longer do we have to pass a specific computer back and forth for a physical computer software license. It's enabled maximum work flow convenience.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Yooz is perfect for reoccurring invoices, such as utilities, as you can search by account# to show a list of entries allowing consistency across the board. Color coding can be used to differentiate between utilities or responsibilities. This also helps when exporting specific items. I can select one by one or by group.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

• ScaleFactor has been a great resource for me as I got my business off the ground. They have allowed me to focus on marketing and strategy while they handle my Quickbooks and other accounting needs. Great accounting and finance solutions that don't require you to hire an in-house staff
• Presenting data clearly.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Yooz allowed for the uploading of purchase orders and the matching of purchase orders to invoices for smooth processing of invoices.
• Yooz performed three way matching in a stream lined manner.
• Yooz was a user friendly software that integrated well with Oracle NetSuite.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Could connect with All saving accounts i.e. Building society saving aswell as major banks.
• When a connected bank or savings account hasn't been used for a month or 2 it could show a 0 transaction to keep it updated rather then saying "last updated 3 months ago"

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• when exporting we have to change the total column's to numbers or it will export with the incorrect totals.
• Yooz needs to not allow itself to add a line to the total and change what you are posting. instead it needs to freeze you from moving on.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

I love Yooz and everything it has brought to our organization!

ScaleFactor has been a great resource for me as I got my business off the ground. They have allowed me to focus on marketing and strategy while they handle my Quickbooks and other accounting needs. Great accounting and finance solutions that don't require you to hire an in-house staff.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

It has helped me with invoices and able to see if i have a duplicate and to see how many times vendor has been processed in the system and also to see who is late if it has been in yooz and it needs to get paid soon and also how many coding i have used

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

Not sure if support is still available.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Scale factor, can be used like Xero I believe. However all my past data was already stored in Xero so I used it as an add on. It is a lot more user friendly and helpful, i.e. you don't need to be an accountant to use it. However I am not sure it is useable anymore or supported, so i have gone back to using Xero alone.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Chrome River is slow and full of inconsistencies. Capturing invoices is confusing, as you have to assign approvers and coding at that time. No time to save it and research those details. It has multiple screens labeled inbox but are for different stages in the approval process that aren't specified unless you go into the invoice and review. When you go to exit the invoice, it takes you back to the main menu instead of the inbox you were currently working in. It is live, but the updates are every 10-15 minutes as opposed to immediately.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

• They have been fundamental in helping us grow and scale at a relatively low cost in comparison to out-sourcing these functions. We can spend more on other items that can fuel growth while knowing the back end is taken care of.
• They provide automated supports for key areas like payroll, expenses, etc so that we can quickly get back to focusing on the other items.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Yooz has delivered a positive ROI for our AP function by reducing invoice processing time and cost, accelerating approvals, and improving control over duplicate/exception handling.
• Cost per invoice down through automation like less paper/postage.
• Easy to find the invoice by using invoice number.