Yooz is good!
My organization is using for AP automation, integrated with our ERP system (NetSuite).
Overview
What is Yooz?
Yooz provides a cloud-based E-invoicing and Purchase-to-Pay (P2P) automation solution boasting more than 5,000 customers and 300,000 users worldwide.Yooz’s solution leverages Artificial Intelligence and RPA technologies to deliver automation with simplicity, traceability and end-to-end customization. It natively integrates with more…
Recent Reviews
Popular Features
- Duplicate Bill Detection (24)8.585%
- Advanced OCR (17)7.777%
- Automated Accounts Payable Processes (24)7.171%
- Vendor Management (18)7.171%
Reviewer Pros & Cons
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What is Yooz?
Yooz provides a cloud-based E-invoicing and Purchase-to-Pay (P2P) automation solution boasting more than 5,000 customers and 300,000 users worldwide. Yooz’s solution leverages Artificial Intelligence and RPA technologies to deliver automation with simplicity, traceability and end-to-end…
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- No setup fee
For the latest information on pricing, visithttps://www.getyooz.com/pricing?utm_med…
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- Free/Freemium Version
- Premium Consulting/Integration Services
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Yooz Rising: Demo 30s - Automatizacion cuentas a pagar cloud
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- Tech Details
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What is Yooz?
Yooz provides a cloud-based E-invoicing and Purchase-to-Pay (P2P) automation solution boasting more than 5,000 customers and 300,000 users worldwide.
Yooz’s solution leverages Artificial Intelligence and RPA technologies to deliver automation with simplicity, traceability and end-to-end customization. It natively integrates with more than 250 financial systems, and is presented as a fit for organizations across all sectors.
Yooz North America is headquartered in the Dallas, Texas metropolitan area with global offices in Europe.
Yooz’s solution leverages Artificial Intelligence and RPA technologies to deliver automation with simplicity, traceability and end-to-end customization. It natively integrates with more than 250 financial systems, and is presented as a fit for organizations across all sectors.
Yooz North America is headquartered in the Dallas, Texas metropolitan area with global offices in Europe.
Yooz Features
Accounts Payable Features
- Supported: Automated Accounts Payable Processes
- Supported: Vendor Management
Payment Management Features
- Supported: Customizable Approval Policies
- Supported: Financial Document Management
- Supported: Payment Status Tracking
- Supported: Payment Audit Trail
- Supported: Duplicate Bill Detection
- Supported: Advanced OCR
- Supported: Electronic Funds Transfer
- Supported: PCI Compliant Security Measures
Yooz Screenshots
Yooz Videos
A Short Live Demo of Yooz in Action
A Partner Testimonial by the Manager of CAAS Software Solutions for UHY Advisor, Inc., Rhonda Sauer
Yooz Integrations
- SAP Business One
- Sage Intacct
- Sage 500 ERP
- Sage 50cloud Accounting
- QuickBooks Online
- QuickBooks Desktop Enterprise
- QuickBooks Desktop Pro
- QuickBooks Desktop Premier
- NetSuite ERP
- Microsoft Dynamics 365 Business Central
- Microsoft Dynamics AX, discontinued
- Microsoft Dynamics GP
- Oracle Fusion Cloud ERP
- Dealertrack
- CDK
- Acumatica
- AccuFund
- Blackbaud Financial Edge NXT
- Checkbook.io
- Oracle JD Edwards World, discontinued
- Karmak Fusion
- Kyriba
- Nvoicepay
- Tekion Automotive Retail Cloud (ARC)
- Kaseya Traverse
- Xero
- Yardi Voyager
Yooz Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | Global |
| Supported Languages | English, French, Spanish |
Yooz Downloadables
Frequently Asked Questions
Reviewers rate Duplicate Bill Detection highest, with a score of 8.5.
The most common users of Yooz are from Mid-sized Companies (51-1,000 employees).
Yooz Customer Size Distribution
| Consumers | 0% |
|---|---|
| Small Businesses (1-50 employees) | 53% |
| Mid-Size Companies (51-500 employees) | 40% |
| Enterprises (more than 500 employees) | 7% |
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Reviews and Ratings
(67)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
Users of Yooz have found the software to be a valuable asset for their accounts payable processes. Yooz allows users to submit and approve orders quickly, without slowing down their other tasks. It has centralized accounting and streamlined the invoicing process, eliminating the need for manual filing. Despite not receiving training, users have found Yooz easy to navigate and have been able to assist others with its different functions. The software's fluid and intuitive user interface enables users to manage invoices and customize data flows efficiently. Additionally, Yooz saves users time by remembering and autofilling information, making the invoice coding process faster. Users appreciate the great customer support and communication from Yooz, as their representative listens to their needs and helps them find solutions within the software. The software's paperless approach improves efficiency for businesses while providing better insight into pay and reducing costs associated with physical paperwork. Overall, Yooz helps users save time, streamline processes, ensure accuracy in accounts payable, and facilitate collaboration and communication within their teams.
Simplicity and Ease of Use: Many users appreciate the simplicity and ease of use of Yooz, with a significant number of reviewers mentioning this as a positive aspect. The program's user-friendly interface and straightforward navigation make it easy for users to complete tasks efficiently.
Speedy Invoice Approval: Another standout feature mentioned by several users is the speed at which they can approve invoices using Yooz. Users find it convenient to be able to approve invoices remotely, saving time and allowing for greater flexibility in their work.
Efficient Automation and AI Functionality: Users highly value the automation and AI functionality of Yooz, with many stating that it is a significant time-saver. The ability to export files and upload them into their accounting system without manual input or paper invoices is particularly appreciated by users.
Cons:
- Difficulty in locating documents: Several users have expressed frustration with the system's document search functionality, stating that even when entering the correct information, they still find it difficult to locate specific documents.
- Frequent system issues: Many users have reported experiencing frequent issues with the Yooz system, particularly when it comes to approving invoices at approval level 1. These issues not only cause inconvenience but also hinder the smooth workflow of invoice processing.
- Lack of training and support: Users are disappointed with the initial training provided by Yooz and feel that there is a need for more comprehensive training and assistance when questions arise. Additionally, some users mention slow response times from customer service, which further adds to their dissatisfaction.
Users of Yooz have made several common recommendations based on their experiences with the software for invoicing and invoice tracking. Firstly, many users recommend Yooz as a good solution for handling invoicing and invoice tracking. They find it reliable and effective in streamlining the entire process. Secondly, users suggest that Yooz is a time-saving and cost-effective tool for managing accounts payable. By automating manual tasks, it helps businesses save both time and money. Lastly, many users think highly of Yooz as a product that simplifies their job. They appreciate its user-friendly interface and intuitive features that make their work easier to manage. To get the most out of Yooz, users also suggest asking the software provider plenty of questions during the setup process to ensure smooth implementation and customization according to their specific needs.
Attribute Ratings
Reviews
(1-25 of 28)Companies can't remove reviews or game the system. Here's why
March 08, 2024
Yooz is good!
Score 8 out of 10
Vetted Review
Verified User
My organization is using for AP automation, integrated with our ERP system (NetSuite).
- Receiving vendor invoices automatically.
- Does 3 way match with NetSuite.
- Create vendor bills in NetSuite through Web Services.
- Tax calculations and make adjustments automatically.
- If a vendor bill is modified in NetSuite, the change would be automatically updated in Yooz.
March 06, 2024
Yooz is a YES!
Score 10 out of 10
Vetted Review
Verified User
We have a large business with thousands of invoices each month - all being hand-keyed into our business system by one AP Specialist. It was overwhelming for her to maintain the steady flow of new invoices, statement reconciliation, credit cards and payments. We looked at another company that fell flat in their promises to deliver a solution and even considered hiring another employee to process invoices... but that would still leave us in the same place after just a bit more growth. I needed a solution that would actually deliver! My staff accountant and I went to a trade show tailored to our business system and we found Yooz. Since we were already let down by another company, we were skeptical. We asked for a current user reference and were introduced to the controller of a similar sized company who uses our same business system. We asked him why he chose Yooz. His answer was simple - they are the only company who's main focus is AP automation, it isn't something they added on as an afterthought. He said they solved his problems and they would solve mine as well - and he was right! We couldn't be happier!
- Routing the invoices to key employees
- Communicating the invoices into our system
- Supporting the users
- Allows us to track the invoice from start to finish
- We would love to see a statement reconciliation option
March 01, 2024
PTG REVIEW
Score 10 out of 10
Vetted Review
Verified User
We use Yooz to code multiple invoices that come in with vendors we have great relationships with.
- Gets vendors paid a lot quicker
- Makes coding invoices a lot easier & faster
- Overall Yooz is an amazing site to use
- I love how Yooz pulls all information from the original invoice
March 01, 2024
Yooz
Score 1 out of 10
Vetted Review
Verified User
We use it to code invoices and it is awful!
- Allows me to do accountings job for them.
- Actually find the PO and code it accordingly, the drop downs are ridiculous since half the time it can't even find the PO.
- Not user friendly at all! Most stubborn program ever!
- Updates for receiving in PO's take forever! It shouldn't take an hour or more for the program to find the PO after its received.
- Improve on everything!
March 01, 2024
Great product for Automotive Industy
Score 10 out of 10
Vetted Review
Verified User
It is used in 54 dealerships as their AP Automation tool. It provides a standardized approval process by ensuring all invoices have dual approval. It provides clear visibility of invoices and vendors for our exec team. We were able to implement consistent and efficient processes within the stores which provides for easy cross training across our group.
- OCR technology works well
- Integrates with our ERP
- Ability to report on specific vendors and organizations
- Ability to have templated postings for certain invoices
- Once in a while it "loses" our accounts and we need to reupdate them - inconsistent
March 01, 2024
Yooz has got a tiger by tail. Great product promise and with some polishing will be fantastic.
Score 7 out of 10
Vetted Review
Verified User
Many varied invoices from multiple vendors, with complex routing and approval rules. Our A/P workflow was very manual and we needed an automation solution that reduces the manual labor in entering / coding / processing and securing approvals.
- OCR and recognition of Invoices
- Fast processing of documents
- Multiple downstream integrations are possible
- Front end user experience needs some attention. There are some fields in French.
- Integration setup isn't intuitive but help is available and it's working out.
- U/X flow needs a little attention. Sometimes users think they're stuck but it's that the screen didn't call attention to the problem more distinctly.
March 01, 2024
Yooz Review
Score 10 out of 10
Vetted Review
Verified User
We use Yooz for processing accounts payable invoices. Uploading them and having managers approve in Yooz and Yooz sends to Great Plains (our accounting software). Yooz helps to identify duplicate invoices, incorrect invoices, and invoices that are POs. We also upload the POs into Yooz and Yooz will match them to the invoices.
- Sends invoices to appropriate managers
- sends invoices to Great Plains.
- Stores invoices
- run reports to check on invoices uploaded
- sometimes it picks the wrong vendor
- sometimes it picks the wrong item on the invoice to use as invoice #
March 01, 2024
Very user friendly
Score 7 out of 10
Vetted Review
Verified User
Our practice uses Yooz as our accounts payable and we LOVE it. Very user friendly. The only one area I would improve on is the feature on how to search for paid/invoices.
- Display of information
- Organization
- Approving invoices
- Looking up paid invoices
- Rejecting invoices
- Follow up with sent back invoices
March 01, 2024
Yooz is a bright, shining star!
Score 10 out of 10
Vetted Review
Verified User
To keep track of and manage billing easily and effectively. It does a great job at reading and interpreting invoices as well as memorizing the historical use of account codes and vendors. It really does make the job of paying bills effortless. It is also a great tool to look up data from past invoices to compare costs and even do a yearly breakdown of expenses as well.
- Keeps everything very organized
- Memorizes historical coding and use
- Does a great job at pulling info from invoices
- Saves a lot of time
March 01, 2024
Thank you Yooz
Score 9 out of 10
Vetted Review
Verified User
We use the program for the receipt of invoices for our accounts payable processes.
- Reads documents and autofills fields well
- Archives documents
- Receives purchase orders from an outside system for matching to invoices
- Allow for expense allocation within invoice tasks instead of separate purchase request
- editing for errors when in export queue
February 29, 2024
Use Yooz
Score 10 out of 10
Vetted Review
Verified User
I use Yooz to process purchase orders for the Parts Department. Yooz allows more timely processing of the purchase orders by keeping us from having to send any issues back and forth between the dealership and our corporate office. Resolutions can all be accomplished through the site which makes processing much easier and quicker.
- Storage of historical documents. When I need to make a copy of an older Invoice, it's very easy to search and find it in Yooz.
- By reviewing the documents again during the authorization step allows me to catch any mistakes I may have made when preparing the purchase order for processing.
February 29, 2024
I love Yooz!
Score 10 out of 10
Vetted Review
Verified User
All of our businesses use Yooz for the Accounts Payable operations. It helps save time when coding invoices as it can quickly scan and recognize the vendor, dollar amounts, dates and more! It even remembers the account used. The best part might be the search function which quickly lets me find anything in the document, whether I search by vendor, accounts, organization units or need to find a specific word on the page, it can read it all!
- Search function
- Simplify data
- Recognizing information on invoices
- Auto upload from Email
- Remembering more data points for invoices - companies, classes
- Add "Accounting Date" option when importing documents
- Ask to save progress after a long time on page, to avoid losing work
February 29, 2024
Work smarter, not harder!!
Score 10 out of 10
Vetted Review
Verified User
We are a franchise group that own 52 Planet Fitness'
We have 2 Holdings accounts and Yooz has been a life saver for all locations. We get invoiced approx 500 invoices a month and Yooz is a time saver and a double check for AP.
We have 2 Holdings accounts and Yooz has been a life saver for all locations. We get invoiced approx 500 invoices a month and Yooz is a time saver and a double check for AP.
- Scanning and reading invoices
- Allows to split invoices
- Approval processes made easier
- Possibly duplicating old invoices when its a monthly bill
February 29, 2024
Invoicing made easy
Score 10 out of 10
Vetted Review
Verified User
Our company uses Yooz by filtering through the invoices we get from all our trades. These invoices get loaded in from the e-mail then organized into specific folders for approval. I am able to approve an invoice then send to the next person for approval. Make it very easy. The only complain I have is that it is not very easy to search for things.
- Ease of approval
- Ease of the note section so the right person can see the notes
- Organizing invoices to specific people
- Searching
- Filtering
- Catching duplicate amounts
February 29, 2024
Yooz Review
Score 1 out of 10
Vetted Review
Verified User
I create the purchase order for media buys or other print materials with local vendors. After entering PO information, I confirm PO and print for files. I upload invoices for same (or they are directly imported) and confirm invoice accuracy and place GL codes as appropriate for invoiced materials and clear for payment.
- lets you duplicate a previous purchase order (if you can find it)
- allows you to print or download PO before confirming it
- search and look-ups are very poor and not user friendly
- status of invoice (payments) is not clear in History
- too many misdirected invoices sent to me by mistake
- no editing capability of PO after submitting (ie..price changes, add-on, quantity correction)
February 29, 2024
Yooz - So far..
Score 8 out of 10
Vetted Review
Verified User
My organization uses Yooz for all accounts payable invoices. We are working on putting more invoices into Yooz presently. Some business problems I find is that we deal with our main shop and our bodyshop, this causes problems with automating invoices as some invoices go to a different account depending on what store it is for! This is hopefully something Yooz can work on! I also find the keyboard shortcuts to be a bit poor and could use some updating! Overall, the idea is great and with anything - needs some tweaks!
- Capturing invoices
- Exporting to our system
- Adjustable to the user!
- Customizable
- Keyboard Shortcuts
- Recalling invoices sent for approval
- Coding when 1 user has two shops.
February 29, 2024
Great Product for most companies
Score 7 out of 10
Vetted Review
Verified User
We use Yooz to manage accounts payable documents and workflow. It makes searching for documents and importing invoices into our ERP system much easier than the previous, manual process we were using. We also use it to manage documents we will need to search for, but are not inputting as invoices or credit memos.
- workflow
- document management
- account coding
- system stability
- workflow customization
- training documents
February 29, 2024
More trouble than it's worth
Score 1 out of 10
Vetted Review
Verified User
I use Yooz daily as I am the accounts payable clerk and it makes my job longer and more difficult that it was initially by inputting the invoices in manually in cdk through eiv. It doesn't not always catch duplicates, it does not import new vendors from cdk in a timely manner, there is a constant delay when going forward to the next invoice to process. The date will change back to the incorrect one even after it has been changed. Unnecessary invoices are sent for a gm approval causing them to be paid late. Reception date will be showing the current date when processing in Yooz but once imported into cdk it reverts back to an old month causing me to have manually fix each one. It does not save me time and actually causes me to utilize my time inefficiently. If the sole purpose is to keep a copy of the invoice in cdk, then a dsda scanner would easily be the Solution to that. It does not eliminate the use of paper. I still have hard copies that have to be scanned into the program daily. Matter of fact, most invoices are manually scanned in therefore eliminating paper is not possible.
- it allows you to click some typed items without having to type them yourself
- features that were once available that made my job easier have since been removed such as exporting invoices over myself instead of instantly once processed.
- the feature to modify once submitted was removed and now causes extra work to correct an error.
- the feature to add or edit a vendor has been removed as well
February 28, 2024
PTG
Score 7 out of 10
Vetted Review
Verified User
I approve invoices from multiple vendors but most come from Daimler and are converted through AIM. AIM doesn't capture our EHC fees from Daimler and it needs to be manually looked up to be added.
- Captures freight correctly
- Makes the approval process straightforward.
- Correctly identifying credits/invoices.
- Capturing environmental handling fees.
February 28, 2024
We love using Yooz!
Score 10 out of 10
Vetted Review
Verified User
Yooz has become our invoice processing tool in our organization. We use Yooz to send PO corrections to our service and parts managers for corrections instead of having to email scans of invoices back and forth. We are also able to have business managers approve coding and invoices to be paid through Yooz as well .
- Stores a hard copy of all invoices
- Provides communication between departments about invoices
- Acts as a library of information for researching / reconciliation
- Stop asking the "remember this" in Yooz question after every invoice submitting
- Yooz can be very slow at times, creating a bottle neck in processing invoices
- The search function can sometimes be unreliable
February 28, 2024
Yooz Review
Score 10 out of 10
Vetted Review
Verified User
Yooz makes it easy to get things paid quickly and also allows for me to find an invoice easily. I appreciate the efficiency of this product!
- Access Invoices with ease
- Makes getting invoices paid a lot more efficient
- Wish things were in chronological order
February 28, 2024
Parkway Hyundai - Parts Dept
Score 10 out of 10
Vetted Review
Verified User
I am the parts manager at Parkway Hyundai and having Yooz program to double-check every invoice that comes through to ensure that there posted to the proper accounts makes it so much easier, I will be on Vacation for the next two weeks, and knowing I have the Yooz app on my phone is a great feeling.
- The search feature
- reprinting of invoices
- phone app
February 28, 2024
Review
Score 9 out of 10
Vetted Review
Verified User
We use Yooz mostly for invoice processing. It is extremely easy to use and is easier than the programs I have used in the past. It is also super helpful to be able to automatically upload PDFs from emails. I have never had that in the past. It is also nice that it can memorize vendors and autopopulates.
- Ease of use
- Auto population of fields
- Import from email
- Ease of reporting
- Auto populating with wrong information
February 28, 2024
YOOZ Review
Score 7 out of 10
Vetted Review
Verified User
We use YOOZ for all of our accounts payable entries. We upload 1000's of invoices a month along with supporting documents. It allows us to upload email attachments automatically saving time and populates some of the information needed for each entry. Its also a great storage place for so many documents making us paperless.
- Notifies of duplicate invoices
- Easy to use
- Bad gateways, not loading, very slow
- User management issues - new users - not registered errors
- Not capturing data automatically, or populating wrong data into fields
February 28, 2024
Easy and clean user experience.
Invoicing/AP process improvement. In my role, I review assigned invoices based on my department's activities.
- Identify key information from invoices
- Visible and clear work flow
- Separates locations and entities
- In app communication is pretty good but not instant
- Better mobile features
- Easier in app communication (outside of specific documents)