Yooz

A Great Automation Tool for the Progressive Accounting Team

Fordeler:

The ability to set up multiple user groups and automation workflows, this paired really well with the OCR capabilities so our departmental payment requests have improved in the accuracy of their coding. Additionally being able to take our entire Accounts Payable process from a physical to cloud based process has been very helpful.

Ulemper:

Currently there are some small quips in the software that cause some headaches, but we are grateful for the support at Yooz to help us get passed these.

Interesting and fast

Fordeler:

I like that it is automated so that makes processing invoices way faster than normal. And it is one of the safest clouds to use.

Ulemper:

The AI technology is new and I'm not familiar with but I'm sure it'll improve with time.

Jan 2023 Review

Kommentarer: Neutral

Fordeler:

When software changed from Yooz Only to Yooz Rising, I liked the added features of impersonating, and that the layout can be changed.

Ulemper:

There is a lot of room for improvement with the "rising" software. The documents are not read better by the OCR, sometimes the documents flip to the wrong angle for unknown reasons (we've had meetings that have not resolved this) duplicates are not always caught

Great and Easy to use

Kommentarer: Great, don't every miss a invoice, gets posted correctly every time.

Fordeler:

Being able to retrieve older invoices while searching all fields

Ulemper:

Can't think of anything, it does everything I need it to do.

My experience at the site YOOZ

Kommentarer: The smartest, most powerful and easiest to use solution in the world. This is what makes Yooz unique.

Fordeler:

My experience on the site was very wonderful and very useful as I did not have to go out and pay bills with YOOZ I was paying from home and also my personal information is always safe

Ulemper:

It's wonderful, easy and unique. Everything is perfect. There's nothing I didn't like about YOOZ.

Yooz review use software

Fordeler:

Yooz is very well designed for its users, it is easy to use with a friendly and attractive interface. It also has several features that solve most of our problems.

Ulemper:

At first I encountered some problems but with time it was resolved

My experience with yooz

Fordeler:

This software is easy to use, I like its interface and customer support is excellent.

Ulemper:

Very good software, but its user interface cannot be customized, which is a real shame.

Easy to use yooz review

Fordeler:

Yooz is an easy to use software presents a fast and more secure cloud solution. The financial reports are interesting because it helps us a lot and the features save us time and money.

Ulemper:

Price not high, yooz presents some difficulties but not enough to minimize it. But we use it well

Yooz review

Fordeler:

Easy to use and easy to master. The connection through a web shortcut is fast. Customer support is excellent

Ulemper:

Although it is easy to use, the software has difficulties in customizing the dashboard. The yooz software is also a bit expensive which minimizes the use of minimal companies and the price will have to be reduced

A/P Yooz Review

Kommentarer: We enjoy using Yooz it has automated our A/P invoice process and we no longer have to file invoices

Fordeler:

Automation and the AI functionality. How we are able to export files and upload them into our Accounting system. It took away all the manual input and paper invoices.

Ulemper:

The export you can not sort by document date

Yooz

Fordeler:

I like the writing recognition a lot and I appreciate that it syncs with quickbooks

Ulemper:

when i change the vendor it erases all the previous inputs i entered

Thanks

Fordeler:

Relatively easy to use. Data extraction good. OCR works very well.

Ulemper:

Often rounds the GST/sales tax incorrectly - can't see where to change the rounding method. I suppose i could askSearch facilitiy doesn't always work as well as expected (reveals too much data).

Yooz capabilities.

Kommentarer: I think the program has a lot more capability than our current use. We are looking to expand the capabilities to increase output and possible use in other areas of our company.

Fordeler:

This software helps my organize process payable invoices quicker than opening emails and in-house mail and allows me to monitor the flow and address backlog that may accumulate. When went through a few iterations of having mail flow to the platform but have settled on our current approach which allows process to direct incoming invoices to the appropriate divisions for approvals.

Ulemper:

Making vendors inactive that shouldn't be used is an issue. Also, Filtering how outputs look in Pdf and Excel can be challenging but looking up data is extremely easy.

Yooz and Intacct

Kommentarer: We have had several different people help us during implementation. The first person did not seem to have a grasp on our needs. But we were handed off to [SENSITIVE CONTENT HIDDEN] who proved to be invaluable to us. She provided us with so much support that we are having trouble letting her go. Yooz should never let her go. She is spectacular. She was able to provide us solutions to 99% of our questions and issues.

Fordeler:

The best thing is the flexibility of the workflows. There are so many options it can almost be to much. Our users are raving at the ease of approving invoices for payment. This was one of very few options that would integrate with Intacct. We chose Yooz because it had the simplest integration and the most flexibility in integrating with our needs. We have been able to process invoices in less than 2 weeks, prior to Yooz it could have taken up to 6 weeks to gain approvals.

Ulemper:

We are still in the old user interface and it is a little clunky. The old interface lacks the ability to customize to a user with some setup items. We look forward to transferring to the new interface so we can gain more features. We wish the OCR could learn on all fields but we like that Yooz is always striving to improve their product.

This program will definitely make things easier in the future when paper bills are eliminated.

Fordeler:

Pros: I like that you can search for an invoice by vendor name or dollar amount. It is useful for reporting.

Ulemper:

I am frustrated when invoices are stamped to be separate and when scanned they are incorrectly combined. It does not always recognize vendor names properly and invoices are not always separated properly.

This software makes my job more efficient

Kommentarer: saves me time on my work load to be able to work on other things.

Fordeler:

I like that everything can be tracked from what time/date it enter the software to what time/date of when it got approved.

Ulemper:

The one thing I don't about this software is the reports. There is not a lot of choice on what to run as far as running multiple vendors.

Wonderful to use!

Fordeler:

Allows for a 'paperless' AP workflow. Every step can be automated, from receiving invoices via e-mail to electronic approval processes.

Ulemper:

Flexibility of sending notices to approvers. Only allows for a 7:00 p.m. notice to be sent to approving managers, or every time you push an invoice (which then bombards my email).

Easy to use

Kommentarer: We saved hours per week hand keying invoices into our financial software. It helped manage the payables of 1 7 companies.

Fordeler:

We really liked being able to coralle all of our invoices into one place for easy processing. We especially like the email capture feature.

Ulemper:

I cannot think of much that I did not like about this software.

Updates

Kommentarer: Great job with everything and with easy access. Makes paying bill quick and simple & without a hassle

Fordeler:

Easy to use and make quick/simple. Make sure that it is easy to approve to our financial department as well

Ulemper:

Does not send updates on bill when you have them sitting in your profile

Review from Finance Team

Kommentarer: Overall experience is satisfactory

Fordeler:

The ease to approve invoices are what is liked most.

Ulemper:

I wish there were more reports or analytics

Makes POs a breeze

Kommentarer: i love that it captures the data and inputs it for me - such a time saver.

Fordeler:

Now that it is finally on the web - soooo much easier to open and use

Ulemper:

I do not like receiving "late tasks" that are not mine - waste of an email and then when it is mine, I'm likely to gloss over it

Yooz is great!

Fordeler:

The time it saves to process invoices. It is so much easier to enter invoices into Great Plains with the addition of Yooz.

Ulemper:

When documents come through that are not actual invoices. We have faxes that come through and they import into Yooz.

Room for improvement

Fordeler:

The software makes it easy to find invoices using the wide assortment of filter options. The ability to use the tab key to select fields when entering data for invoices makes processing invoices very quick and easy.

Ulemper:

There has been issues of and on with the software. Recently we were unable to process invoices without using a work around to get the invoices from approval level 1 to the next approver.

Yooz Review

Fordeler:

The most useful tool is having the AI. Having the software learn to read the invoice, dramatically increase production.

Ulemper:

The AI not always working properly. The tax calculations not properly calculating.

~Yooz~

Kommentarer: so far has been awesome.

Fordeler:

The program is user friendly. Easy to move around in.

Ulemper:

I can't think of anything. This is a great progaram and very helpful with my daily tasks.