5 Year Yooz User
September 25, 2025

5 Year Yooz User

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Yooz

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
  • Increased scalability of A/P process
  • Allowed business to take on more management clients
As an approver, the UI is very streamlined and simple to use.

From an admin perspective, workflows are simple to build, users and new locations easy to add/inactivate.

A/P team can easily see what is in their que and for how long, and can hold the approver team accountable for timely completion of invoices.
  • BILL
Selected Yooz because of the dynamic workflow ability.

Do you think Yooz delivers good value for the price?

Yes

Are you happy with Yooz's feature set?

Yes

Did Yooz live up to sales and marketing promises?

Yes

Did implementation of Yooz go as expected?

Yes

Would you buy Yooz again?

Yes

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,

Yooz Feature Ratings

Accounts Payable
6.5
Automated Accounts Payable Processes
9
Vendor Management
4
Payment Management
8.0
Customizable Approval Policies
10
Financial Document Management
7
Payment Status Tracking
Not Rated
Payment Audit Trail
Not Rated
Duplicate Bill Detection
7
Advanced OCR
8
Electronic Funds Transfer
Not Rated

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