👉 Watch the replay: https://youtu.be/Y7gFR_06l58?si=kfRcXmVDS919-x1o
Accountants usually come to AP automation with a simple ask: stop manual entry and save time. In this App Academy session, Gary Bailey, Account Executive at Yooz, shows why that is just the starting line.
Yooz was born in the cloud in 2010 and now supports more than 7,000 clients and 600,000 users across 40 countries, processing over 300 million documents. It connects to QuickBooks Online, QuickBooks Desktop, and 250 plus ERPs, all powered by a serious AI engine.
“Just because a company wants automation does not mean the company is ready to automate every single bit of everything. We fit in where you are, and then we can grow to full automation with you.”
That is the key idea. Yooz does not force firms into a rigid model. It wraps around the way they work today, then helps them mature.
Lean Financial Operations, Not Just AP Scanning
Gary frames Yooz as a lean financial operations platform, not just an invoice scanner. It covers:
- AP and P2P automation
- Fraud detection
- Payment automation
- Vendor statement reconciliation
- Budget visibility and multi-entity views
For firms with multiple locations or entities, one Yooz login can see it all. You can filter by entity, document type, or whatever matters to the team, instead of jumping between separate systems.
Smart Capture And A Simple To-Do List
Invoices can enter Yooz five ways: email, upload, scan-to-email, mobile app, or through Fetch My Invoice, which pulls invoices directly from vendor portals.
AI reads each document, fills vendor and invoice fields, and highlights anything that looks off. From there, most users live in the MyTask workspace. It looks like a to-do list, but with full visibility into:
- What needs review
- What is waiting for approval
- What has already moved on but still needs tracking
You see where each invoice is, even if it skipped your personal queue.
Catching Errors And Fraud Before They Hit QuickBooks
Manual AP is full of risk. Yooz goes after that with a mix of alerts:
- Possible duplicates
- Unusual amounts for that supplier
- Fraud detection through YoozProtect
Instead of just flagging “bank info on an invoice,” Yooz compares the banking details on the document to third-party vendor data. If something was altered, it marks the spot and tells you why it looks wrong. That turns vague risk into a specific item to review.
Workflows That Match Your Reality
Yooz workflows run through three main stages: review, approval, and payment. Within that, routing rules can be as simple or as detailed as you need.
Because Yooz captures every word and number on an invoice, you can route by:
- Vendor, entity, or location
- Amount thresholds
- GL codes or projects
- Specific keywords when needed
Yooz ships with best-practice flows, but Gary is honest about the rollout curve. Many firms are not ready to go straight to zero-touch. Yooz lets you start with partial automation and move to straight-through processing for stable, recurring bills when you are ready.
Vendor Statement Reconciliation, Without The Time Sink
Vendor statements are important and annoying. Yooz makes them tolerable.
Upload a statement and Yooz:
- Reads the total
- Matches it against invoices already in the system
- Shows any gap in one view
You can click straight into the problem line, open the linked invoice, and email the vendor from inside Yooz. If a line on the statement has no linked invoice, Yooz tells you it never came through the system, so you know to chase it.
Payments And Posting Back To QuickBooks
Once invoices clear approval, Yooz supports batch, single, or short pay and can pay by ACH, check, or virtual card. Payments can flow:
- From U.S. bank to U.S. bank
- From Canadian bank to Canadian bank
When payments are done, Yooz pushes everything back into QuickBooks. Invoices show as paid and the images and details stay attached. Your QuickBooks view still looks like QuickBooks. You just got there with a lot less friction and risk.
For firms that want to modernize AP and reduce fraud exposure without blowing up their existing QuickBooks workflows, Yooz gives them a way to grow into automation instead of being forced into it.
👉 Watch the replay: https://youtu.be/Y7gFR_06l58?si=kfRcXmVDS919-x1o