Yooz Reviews & Insights

Score8.8 out of 10

97 Reviews and Ratings

Overview

Synthesised from 19 reviews | Last Published May 27, 2026

In TrustRadius reviews, Yooz is primarily used by organizations to automate and streamline accounts payable processes, addressing challenges related to manual invoice handling and approval workflows. Reviewers widely leverage it for processing, coding, and approving invoices, significantly reducing time and enhancing efficiency, with 58% specifically highlighting improvements in invoice processing efficiency. Its integration with existing accounting software is also a key application, enabling synchronized financial operations.

Emerging positives include automated notifications for duplicates and discrepancies, alongside its ability to recognize vendor-specific information. However, reviewers frequently cite limitations in reporting functionality and workflow customization. Some also report performance issues and occasional data accuracy errors. Despite these areas for improvement, the platform consistently delivers significant time savings and contributes to financial accuracy by reducing errors. Overall, reviewer sentiment is largely positive regarding its impact on AP efficiency.

Pros

Automates invoice processing and data capture, reducing manual effort
Facilitates efficient search and retrieval of invoices
Streamlines approval workflows for timely payments
Provides automated alerts for duplicate invoices and amount discrepancies
Recognizes and remembers vendor-specific information for improved accuracy

Cons

Limited and non-customizable reporting functionality
Unintuitive workflow customization with restricted conditional options
Occasional performance and stability issues, including slow response times
Experiences some data accuracy errors during invoice capture or export
User interface and navigation could be refined for better clarity

Read Full Review Insights

View All Reviews

Yooz Reviews

47 Reviews

Happy with Yooz.

Rating: 10 out of 10

Incentivized

March 9, 2026

Use Cases and Deployment Scope

We use Yooz for processing our Accounts Payable. It has streamlined the process of receiving, reviewing, approving, and posting. It works very well for matching against purchase orders and identifying differences. The intuitive features have greatly reduced the key strokes needed for processing. For new fields, it suggests the information to process and allows the user to validate it.

Pros

Invoice receipt.
Matching invoices to orders.
Data entry.
Updating payment status.

Cons

Likelihood to Recommend

Huge time saver. We had a member of our team leave and did not need to replace them.

Verified User

C-Level Executive in Finance and Accounting (51-200 employees)

Vetted Review

2 years of experience

It is Yooz and best to use not Yoozless. try it.

Rating: 9 out of 10

March 7, 2026

Use Cases and Deployment Scope

We are using Yooz here in the accounts payable department to post the payable invoices. It makes our work easy . First time coding the invoice under the vendor, next time it will automatically pick up all data. Sometimes you pick the wrong coding, but that's once in a while, and we are okay with that.

Pros

Picks vendor once it coded by us.
Picks coding automatically as per last we coded.
Gives warning if amount is exceed than limit for that vendor.
Gives warning if reception date is before invoice date.
Giving error if coding is wrong like give us exact amount how much balance is left.

Cons

Sometimes you pick up the wrong vendor, amount, and currency.

Likelihood to Recommend

For me, it is perfect. What I have learned from my experience I already explained before.

Ramneet Grewal

Accounts Payable Administrator in Finance and Accounting at Premier Truck Group (1001-5000 employees)

Vetted Review

3 years of experience

5 Year Yooz User

Rating: 9 out of 10

Incentivized

September 25, 2025

Use Cases and Deployment Scope

Yooz is part of our ERP suite helping to coordinate the accounts payable process for over 80 separate entities under one management umbrella. After implementing Yooz 5 years ago, we have been able to streamline workflows and invoice tracking from a paper-heavy, in-house operation to one that is fully remote. The dynamic workflow capabilities allow us to send invoices through approval routes based on GL code, amount, vendor or type.

Pros

Approval Touting
Invoice Tracking
Approver Accountability

Cons

Change Reporting for Auditors
Workflow Exporting for Review
User Exporting for Review
Tracking actual number of documents to check for overages
No payment sync from Sage Intacct back to Yooz unless subscribed to Yooz Pay to pay vendors

Likelihood to Recommend

Yooz handles multi-entity environments extremely well, giving lots of flexibility for different use cases and workflows. It is also very easy to add additional entities with just a few steps. The on-the-fly sync capability, and multi-directional push for vendors make the product easy to use. One drawback of the system is that invoice payment status does not sync back from Sage Intacct to Yooz, unless you have Yooz Pay,

Verified User

Director in Finance and Accounting (1001-5000 employees)

Vetted Review

5 years of experience

Yooz. Good to Use.

Rating: 9 out of 10

Incentivized

September 12, 2025

Use Cases and Deployment Scope

We receive lot of emails for our Invoices which are sometimes difficult to segregate as we have shared Mailbox. Yooz helps to directly integrate the Invoices in its platform and also along with it helps automatically updating details to process Invoices in it (Invoice number, Amounts, Taxes, GL codes etc).

Pros

Integrating Invoices from emails to its system
Automatically processing various details from the Invoices.
Sending popup error message in case of Duplications
Sending popup error message in case of PO values being utilised

Cons

Performance is sometimes slow on Yooz part.
Sometimes have encountered Technical difficulties.
Need some more high level of reports customization

Likelihood to Recommend

In current AI generation, manually processing Invoices is not any 1s desire so Yooz helps to integrate the Invoices and helps to automatically process, read and do as much as manual work required easily which helps saves Time and also cross checking of a reviewer as it catches all data properly and then integrate it in its AP management.

Verified User

Manager in Finance and Accounting (1001-5000 employees)

Vetted Review

1 year of experience

Fast, accurate, avoids hardcopy stockings

Rating: 8 out of 10

Incentivized

February 14, 2025

Use Cases and Deployment Scope

I control the accounts coding with the amounts of invoices that are already uploaded into Yooz. I export and download a group of invoices in one entry. That way, I save time instead of posting each invoice in the accounting system.

Pros

identify the supplier details
search for an invoice number aged maximum 12 months by a click
1 second is the period in export and in download
avoid invoice duplication

Cons

Yooz assistance is always standby
Yooz OCR reading is incredible. It identify all invoice features at once.
Yooz is always on the way to learn and improve, based on customer's request

Likelihood to Recommend

It's a large database where a year of vouchers and movements are stored, and it allows to view an image of the original invoice in a second. It raises a flag where a duplicate invoice# appears

Verified User

Employee in Finance and Accounting (501-1000 employees)

Vetted Review

1 year of experience

Yooz Review

Rating: 8 out of 10

Incentivized

February 5, 2025

Use Cases and Deployment Scope

As a financial accounting consultant, I use Yooz to streamline accounts payable (AP) processes for my clients. The platform addresses several business challenges by automating traditionally manual tasks, improving efficiency, and enhancing accuracy in financial workflows. I typically implement Yooz for clients managing high volumes of invoices and complex AP workflows.

Pros

Yooz eliminates the need for manual entry by extracting and digitizing data from invoices.
The platform automates approval workflows, ensuring invoices are processed quickly and reducing bottlenecks.
Yooz improves data accuracy with automated checks, minimizing discrepancies in financial reporting.
The platform provides real-time tracking and reporting, giving my clients greater insight into their AP processes.

Cons

While Yooz is generally intuitive, some areas of the interface can feel cluttered, particularly when managing a high volume of invoices. Finding specific features or navigating between workflows can sometimes be cumbersome.
The reporting functionality is useful but could benefit from more robust customization options. For example, creating detailed reports that span multiple dimensions (e.g., vendor performance, invoice aging by department) is not as straightforward as it could be.
While Yooz integrates with many ERP systems, the setup process for these integrations can be complex and time-consuming. Occasional syncing delays or data mismatches also create additional reconciliation work.
Yooz generally performs well in capturing invoice data, there are occasional misreads, especially with non-standard invoice formats or handwritten documents. This leads to manual intervention, which defeats the purpose of automation.
The approval workflows are functional but could benefit from more advanced customization options, such as conditional approvals based on invoice amounts, vendor history, or project codes.
response times can be slower during critical issues. Additionally, some users find the documentation less comprehensive than needed for troubleshooting or advanced feature setup.

Likelihood to Recommend

Verified User

Consultant in Finance and Accounting (51-200 employees)

Vetted Review

3 years of experience

Payables made easy with Yooz

Rating: 8 out of 10

Incentivized

February 5, 2025

Use Cases and Deployment Scope

As an AP specialist for a home builder in MO & MI, capturing hundreds of invoices weekly for coding, approval and payment is a fast, seamless process with Yooz compared to other programs I've utilized, such as Chrome River and Salesforce. It is very user-friendly, quick and live; therefore, entries are immediate and searchable with all users. Multiple windows may be open for quick reference to previous invoices to ensure consistency. Utility invoices can be searched by account#. Color tags for assigning levels of importance. Words and phrases can be set to follow a specific workflow to reach or skip certain approvers. Confidentiality levels can be selected for sensitive documents. It is effortless to add vendors, account numbers and coding options. You can personalize your tasks list and sort it by preference. There is an option to link additional documents to completed entries. And an option flip documents from a payable invoice to a supporting or accounting document. Approved payables can be exported to Excel for simple importing. Overall Yooz is my choice for our payables needs and I'm happy to work in it all day.

Pros

Simplifies the capturing and coding process for payables
Allowing # and @ to be used for notifications and tracking is very helpful
The ability to search for any piece of data is a great help
Tracks utilities by account number when listed in the Description field

Cons

I'd like to see my linked documents on the main file instead of having to click to a screen to select the linked doc and then open it. Or at least for the Linked Docs column to be more prevalent. Many users don't even notice it there.
Yooz kicks me out all the time. It's too often. And it doesn't care if you're halfway into capturing 7 documents from different locations for one entry either. You have to start all over again. That is extremely frustrating and the biggest issue I have with the program. A lot of time is wasted redoing work lost because of that.
Files being locked because another user was in it is also annoying. I've accidently opened a file, closed it and asked someone to look at it and they cannot because it's locked to my user. This has happened when trying to finalize items for exporting to pay and it held us up.

Likelihood to Recommend

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.

Christina Comparato

Accounting Clerk in Finance and Accounting at Lombardo Homes (201-500 employees)

Vetted Review

2 years of experience

View profile

Yooz keeps me from needing to hand file invoices and go searching through piles to locate what I need.

Rating: 8 out of 10

Incentivized

February 5, 2025

Use Cases and Deployment Scope

We upload invoices and factory parts. Then we code them and export to our pay system. I think the AI is a little generic on picking up on items scanned weekly. Some times Yooz will change my total and i cant notice until i get an email from vendor that pay was incorrect. It will change the total and add a line of its own using a Yooz description. I wish it would remember how invoices are coded repeatedly to save typing time. this has slowed down my posting and upload process.

Pros

invoices are easily able to be found when needing to lookup for any reason
exporting is an easy step to do
this program keeps me from needing to hand file invoices and go searching through piles to locate what i need.

Cons

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.

Likelihood to Recommend

it has some ups as far as easy locating invoices and not needing to file but it does take more time to post here then export into our other pay system so time management def changes your daily desk work.

HEATHER SHAUT

accounts payable in Finance and Accounting at PASSPORT AUTO GROUP (501-1000 employees)

Vetted Review

1 year of experience

Yooz the great technology

Rating: 7 out of 10

Incentivized

February 5, 2025

Use Cases and Deployment Scope

Yooz is used in the accounts payable department, and I use to upload invoices and code them to send for approval and it helps pick the vendor names date and amount and also it still has saved the previous coding that was used before so it is easier to use the same code instead of checking and it can go way back to locating invoices in previous years

Pros

recongnising vendor name
vendor address
right amount
picks description

Cons

easy to change coding after sent for approval
can let you go back and change some things
can help with making the words bolder

Likelihood to Recommend

when you have put the amount in, and the amount does not match the invoice yooz sends an alert to indicate that there is a missing amount that you have not added, and it also helps to let you know when some invoice amounts are more than the usual get for that vendor so you can take note

Verified User

Administrator in Finance and Accounting (1001-5000 employees)

Vetted Review

1 year of experience

Yooz works seamlessly with Sage Intacct,

Rating: 10 out of 10

Incentivized

February 5, 2025

Use Cases and Deployment Scope

We use Yooz with Sage Intacct to automate invoice capture, digitization using OCR, and approval workflows, ensuring invoices are routed for validation. It seamlessly integrates with our accounting software for streamlined reporting and payments.Yooz addresses the challenge of working remotely by enabling seamless, cloud-based access to invoice processing. It allows me to capture, approve, and manage invoices from anywhere, ensuring smooth operations without being tied to a physical office. We are a small business where Yooz automates AP processes for 100-1,000 invoices per month and streamlines multi-step approvals within our small team.

Pros

Its AI-powered platform captures data with impressive accuracy, minimizing manual effort and reducing errors.
Yooz works seamlessly with Sage Intacct, syncing accounts payable for smooth data transfer, real-time updates, and easier workflows.

Cons

Workflow creation process is not intuitive.
Duplicate invoices are not always caught.
Improved reports that can be printed and aligned with the application data transferred to Intacct.

Likelihood to Recommend

Leah Reed

Vice President of Tax Services in Finance and Accounting at GCI - Gary Comer Inc. (11-50 employees)

Vetted Review

5 years of experience

View profile

Loading Reviews List....

Payables made easy with Yooz

Rating: 8 out of 10

Incentivized

February 5, 2025

Use Cases and Deployment Scope

Pros

Simplifies the capturing and coding process for payables
Allowing # and @ to be used for notifications and tracking is very helpful
The ability to search for any piece of data is a great help
Tracks utilities by account number when listed in the Description field

Cons

I'd like to see my linked documents on the main file instead of having to click to a screen to select the linked doc and then open it. Or at least for the Linked Docs column to be more prevalent. Many users don't even notice it there.
Yooz kicks me out all the time. It's too often. And it doesn't care if you're halfway into capturing 7 documents from different locations for one entry either. You have to start all over again. That is extremely frustrating and the biggest issue I have with the program. A lot of time is wasted redoing work lost because of that.
Files being locked because another user was in it is also annoying. I've accidently opened a file, closed it and asked someone to look at it and they cannot because it's locked to my user. This has happened when trying to finalize items for exporting to pay and it held us up.

Likelihood to Recommend

Christina Comparato

Accounting Clerk in Finance and Accounting at Lombardo Homes (201-500 employees)

Vetted Review

2 years of experience

View profile