YOOZ AP Automation
Pros
Customer support is great. The implementation process was easy and the staff was very accomodating. We had many issues during our implementation and they were patient and quick with changes. They offered options for ways to organize and set things up. It is most likely not the best AP automation software but the price point was great and did the trick for us. We have a very difficult ERP system to work with and they managed to integrate it very well. They also brought in a customer that used our same accounting software to explain to us how they integrated the program and went out of their way to make sure that we knew what we were getting. Whenever there was any issue, they called in someone to help right away.
Cons
Not always user intuitive but once you get the hang of the program, it is easy. In the beginning of the implementation, we were moved from person to person but once we settled in, it worked well.
Response from Yooz
Thank you so much for the good vibes you just sent our way! We try really hard to provide a platform that is intuitive and responsive along with dedicated and responsive customer support, and we¿re happy to hear that it¿s all working great for you.
Reach out any time for support, as Yooz is a very client-centric company. Be sure to check out our monthly webinar series, exclusively for our clients - The Yooz Insider. It is hosted by our COO who gives tips and tricks about using our platform and answer questions.
Thanks again for being an amazing client.
This program will definitely make things easier in the future when paper bills are eliminated.
Pros
Pros: I like that you can search for an invoice by vendor name or dollar amount. It is useful for reporting.
Cons
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.
Response from Yooz
Thanks for your review! Here at Yooz we delight in helping to make the lives of our Financial partners easier. Freeing you up to expand the scope and effectiveness of AP operations!
In response to the challenge you noted in the review...We have found that several user issues/challenges can sometimes be addressed by some 1:1 guidance from our support folks. You can also call our support line at 832.384.9669 option 2, or e-mail our client success manager directly at [email protected]
We have recently added a NEW monthly webinar exclusively for our clients where you may ask any questions you have about the Yooz platform directly to our chief innovation officer, Laurent Charpentier. Our next session is on 2.14.18. Register to attend by going to the www.justyooit.com/event to register. You also have a chance to share your tips, tricks, and best practices with other users.
Happy Yoozing!
Melissa Hendrick, VP of Marketing
Yooz capabilities.
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.
Pros
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.
Cons
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.
Response from Yooz
Marsha, thanks for being an amazing Yooz Champion! Our clients are the true hero's of our story! Thank you for the amazing review. We are thrilled to have The Oakwood Group as a client. In regards to your Cons, I will have one of our client support team contact you to see if we can make the needed tweak.
Thanks again for reviewing us and for being a great client.
This software makes my job more efficient
saves me time on my work load to be able to work on other things.
Pros
I like that everything can be tracked from what time/date it enter the software to what time/date of when it got approved.
Cons
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.
Response from Yooz
Thanks for making our day with your positive review! It is customers like you that make our jobs great. We like to think we¿re doing a good job supporting our customers and keeping them engaged, and we want to know either way.
We continue to drive innovation into the Yooz platform, including enhanced reporting features. Often our client's need custom reports created for their unique workflows. The Yooz Support Team can help with this! Just call our support line at 832.384.9669 option 2, or e-mail our client success manager directly at [email protected]
Let¿s keep the conversation going. We have recently added a NEW monthly webinar exclusively for our clients where you may ask any questions you have about the Yooz platform directly to our chief innovation officer, Laurent Charpentier. Our next session is on 2.14.18.
Happy Yoozing!
Melissa Hendrick, VP of Marketing
Our company has used this product for a year. It has greatly increased invoice entry production .
Ease of use and implementation into existing programs.
Pros
Memory features of the program allow ease of forwarding and coding of invoices. Reading incoming invoices is extremely easy.
Cons
Invoices with poor fonts do not get captured well. Some Vendor code recognition features could use some program updating.
Response from Yooz
Thank you so much for the good vibes you just sent our way! We try really hard to provide a platform that is intuitive and responsive along with dedicated and responsive customer support, and we are happy to hear that it¿s all working great for you.
We have found that several user issues/challenges (like the one noted below) can sometimes be addressed by some 1:1 guidance from our support folks. You can also call our support line at 832.384.9669 option 2, or e-mail him directly at [email protected]
We have recently added a NEW monthly webinar exclusively for our clients where you may ask any questions you have about the Yooz platform directly to our chief innovation officer, Laurent Charpentier. Our next session is on 2.14.18. Register to attend by going to the www.justyooit.com/event to register.
You also have a chance to share your tips, tricks, and best practices with other users.
Happy Yoozing!
Melissa Hendrick, VP of Marketing
Very intuitive platform - Easy to use and configure if you opt to admin the site
Pros
Easy configuration maintenance for users choosing to admin site
Audit trails easy to follow
Has been relatively easy to modify functionality to suit clients needs
Cons
Approval process difficult to understand if modifications needed - have had to rely on app support to configure and remediate
Response from Yooz
We sure do appreciate your amazing kudos of our platform. Thanks for taking the time to post your review.
It¿s our goal to make sure the Yooz platform continues to make your job more efficient and productive, and to keep our dialogue going.
Join us! We have recently added a NEW monthly webinar exclusively for our clients where you may ask any questions you have about the Yooz platform directly to our chief innovation officer, Laurent Charpentier. Our next session is on 2.14.18. Register to attend by going to the www.justyooit.com/events to register.
You also have a chance to share your tips, tricks, and best practices with other users.
Happy Yoozing!
Melissa Hendrick, VP of Marketing
User Friendly
It has made my job nearly paperless and it is a major time saving tool for me.
Pros
I like that I am able to scan my invoices and don't have to keep paper invoices anymore. This makes it easier for me if I need to get copies of invoices once paid.
Cons
I don't like the fact that I can't change the company once it is scanned and I wish I could scan statements and W9's
Response from Yooz
We sure do appreciate your review! Thanks for taking the time to post.
It¿s our goal to make sure the Yooz platform continues to make your job more efficient and productive, and to keep our dialogue going.
We have found that several user issues/challenges (like the one noted below) can sometimes be addressed by some 1:1 guidance from our support folks. You can also call our support line at 832.384.9669 option 2, or e-mail our client success manager directly at [email protected]
We have recently added a NEW monthly webinar exclusively for our clients where you may ask any questions you have about the Yooz platform directly to our chief innovation officer, Laurent Charpentier. Our next session is on 2.14.18. Register to attend by going to the www.justyooit.com/events to register.
Yooz is great!
Pros
The time it saves to process invoices. It is so much easier to enter invoices into Great Plains with the addition of Yooz.
Cons
When documents come through that are not actual invoices. We have faxes that come through and they import into Yooz.
Response from Yooz
Good vibes, love it! Thanks for the review. We try really hard to provide a platform that is intuitive and responsive along with dedicated and responsive customer support, and we¿re happy to hear that it¿s all working great for you.
I suspect the invoice issue noted, can be quickly resolved/addressed. Please feel free to reach out to support at 832.384.9669 option 2, or e-mail our client success manager directly at [email protected]
We have recently added a NEW monthly webinar exclusively for our clients where you may ask any questions you have about the Yooz platform directly to our chief innovation officer, Laurent Charpentier. Our next session is on 2.14.18. Register to attend by going to the www.justyooit.com/event to register.
Happy Yoozing
Melissa Hendrick, VP Marketing
It has been great to streamline our AP process
Pros
It provides an easy invoice approval workflow. It creates transparency and is easy to customize the approval flow for different vendors and invoice categories. Automated accounting based on vendor is a timesaver.
Cons
It was a bit tricky to learn how the invoice flow worked and relay to the users, but support was great and guided us through it.
Response from Yooz
Thanks for making our day with your positive review! It is customers like you that make our jobs great. We like to think we¿re doing a good job supporting our customers and keeping them engaged, and we want to know either way.
Join us! We have recently added a NEW monthly webinar exclusively for our clients where you may ask any questions you have about the Yooz platform directly to our chief innovation officer, Laurent Charpentier. Our next session is on 2.14.18. Register to attend by going to the www.justyooit.com/event to register.
You also have a chance to share your tips, tricks, and best practices with other users.
Happy Yoozing!
Melissa Hendrick, VP of Marketing
Invoices
Really enjoying the YOOZ program since 2015 -
Easy to process and still keep all managers in the loop -
Quick posting and keeps things very organized!!
Love it!!
Pros
I love the fact that we can be PAPERLESS and still keep all invoices stored for life -
Less filing!!
Cons
The auto fill fills things incorrectly about 50% of the time - I feel this feature should be removed altogether
Response from Yooz
Thank you for taking the time to review Yooz. Glad to see you're enjoying our solution and that it is helping Peterson Auto group. Here's to no more paper cuts!
.
Thanks again for the amazing review and for being an amazing Yooz Client Champion! Cheers.
its okay
when it works, it works very well. too bad it doesn't work that well all the time.
Cons
doesn't learn as well as it should, even after a year it still doesn't recognize certain companies or sections. also, does not allow editing at all once submit is hit.
Response from Yooz
Thanks for the feedback and for taking time to post your comments. We are normally known for providing a platform that is intuitive and responsive along with dedicated and responsive customer support, and we¿re really sorry to learn of our shortcoming in your case.
We have found that several user issues/challenges (like the one noted below) can sometimes be addressed by some 1:1 guidance from our support folks. You can also call our support line at 832.384.9669 option 2, or e-mail our client success manager directly at [email protected]
Happy Yoozing!
Melissa Hendrick, VP of Marketing
Good and Easy
This is a quick turnaround time for our company in my opinion!
Pros
I was thrown in to using the application quite quickly when help was needed in that department. I now log in two times and day and love the auto fill options within it. Quick and easy to use!
Cons
None that I have found. It isn’t super pretty to look at but is functional which is what matters!
Response from Yooz
Thank you so much for the good vibes you just sent our way! We try really hard to provide a platform that is intuitive and responsive along with dedicated customer support, and we're happy to hear that it's all working great for you.
Reach out any time with questions. And be sure to check out our monthly webinar series exclusively for our clientsthe Yooz Insider. It is hosted by our COO who gives tips and tricks about using our platform and personally answers any questions that you bring.
Pretty User Friendly
Pretty darn happy with it. Easier than we used to do but i really don't use a ton of the functionality as only an Approver.
Pros
So much easier than the way we used to process PO approvals.
Cons
Sometimes i have problems remembering the coding and it always pops up on an old PO screen which is odd.
Response from Yooz
Thank you for taking the time to review Yooz. Glad to see you're enjoying the product, particularly the ease of use. We're here to help if any questions arise. If you haven't done so already, please join our LinkedIn User discussion group and attend our monthly Yooz Insider client exclusive, interactive live webinar hosted by our COO. www.GetYooz.com/resources.
Yooz has made invoice tracking a breeze!
Pros
The ability to search all invoices by multiple different fields is a life saver! Makes it so easy to find what you are looking for.
Cons
Often times it is quite difficult to navigate the exported reports and analyze the data effectively.
Response from Yooz
Thanks for the feedback and for taking time to post your wonderful feedback! We are well known for providing a platform that is intuitive, easy, smart, powerful and responsive along with amazing customer support.
We continue to drive innovation into the Yooz platform, including enhanced reporting features. Often our client's need custom reports created for their unique workflows. The Yooz Support Team can help with this! Just call our support line at 832.384.9669 option 2, or e-mail me directly and I will connect you with our support team we can design a report that suits your needs.
Finally, with our new Yooz Insider webinar series, exclusively for Yooz clients is a great way to learn key tips about the platform. It is hosted by our COO and is an open forum for client Q&A - conducted monthly. Please contact me at [email protected] and I can send you this month¿s exclusive client invitation to our Insider.
Keep on Yoozing!
Customer service is responsive and easy to work with
Pros
No longer have to issue payments for our payables because of interface with Yooz-Nvoicepay-Sage.
Cons
no international payments
Response from Yooz
We sure do appreciate your amazing feedback! Thanks for taking the time to post your review. Yep here at Yooz we take serious pride in our commitment to customer service and support. Glad you had a great experience!
Let's chat about our the status of our international payments road map. Inviting you to reach out to us at 832.384.9669 option 2, or e-mail our client success manager directly at [email protected]
We have recently added a NEW monthly webinar exclusively for our clients where you may ask any questions you have about the Yooz platform directly to our chief innovation officer, Laurent Charpentier. Our next session is on 2.14.18. Register to attend by going to the www.justyooit.com/event to register.
Happy Yoozing
Melissa Hendrick, VP of Marketing
A Great Automation Tool for the Progressive Accounting Team
Pros
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.
Cons
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.
Response from Yooz
Joe - Thanks for the feedback and for taking time to post your comments. We are normally known for providing a platform that is intuitive, responsive and feature packed along with dedicated and responsive customer support, and we¿re sorry to learn we fell short in a few areas. But glad our award winning client support team is helping you well.
Not sure if you are award (and may be helpful in better understanding the extensive features of our multiple award winning platform), but as you are a relatively new client, don't forget to join us each month for the Yooz Insider (next one is this week on 10/19). This is an exclusive client-centric webinar each month where our COO will share platform best practices and take live questions from attendees. Just visit us at GetYooz.com/Webinars to register or feel free to email us.
Cheers.
Melissa Hendrick, VP of Marketing
Yooz has helped streamline and track for our business!
more efficiency and saved manual input time
Pros
Customer Service Outstanding! The integration is great. The auto matching feature is crazy simple!
Cons
Unable to add description box larger. When we update Quick books it doesn't always export all of the updates, then we have to manually do it. would like automatically update or match the Invoice with the multiple POs we get for multiple invoices, but same company?
Response from Yooz
Amy,
Thank you so much for the good vibes you just sent our way! We try really hard to provide a platform that is intuitive and responsive along with dedicated and responsive customer support, and we¿re happy to hear that it¿s all working great for you.
Let¿s keep the conversation going. We have recently added a NEW monthly webinar exclusively for our clients where you may ask any questions you have about the Yooz platform directly to our chief innovation officer, Laurent Charpentier. Check it out here: http://cloud.justyoozit.com/webinar-yooz-insider-02-2018 You also have a chance to share your tips, tricks, and best practices with other users.
Thanks for being a Yooz champion!
Melissa Hendrick, VP of Marketing Yooz
Decent Software
Pros
Ease of use, simplified user interface, and nice overall presentation.
Cons
Support has not been very attentive lately.
Yooz Reivew
The migration to Yooz has been very good, and painless. we received good customer support with migration with weekly calls.
Pros
Easy to use
Customer Support calls
cost effective
Cons
ability to approve different parts of invoices - but not a major
Response from Yooz
Thank you for the feedback! We work hard every day to ensure that our customers have the best experience possible. Let¿s keep the conversation going. Be sure to connect with us on LinkedIn and also join us for our monthly Yooz Insider webinar series.
True OCR technology. Ease of use and good customer support.
Elimination of the paper invoices. Quicker processing time of invoices. Less manual effort. Ability to approve invoices anywhere internet is accessible. True OCR technology reading the bills. Saves my Accounts Payable staff time allowing for redeployment of internal resources.
Pros
Ease of use. Ease of implementation. Training excellent. Good customer support. Mobile app. Ease of delegations for employees on vacation.
Cons
Dashboard cannot be customized. Limited metric data. No data on comparable companies in size, industry, or spend.
Response from Yooz
Thank you for your Yooz review on our cloud-based AP Automation solution. We value our Yooz client champions and really appreciate you taking time to provide a review.
One of the many strengths of the Yooz platform that you pointed out, is our intelligent OCR feature that continues to learn (gets smarter) with ongoing use. Recently, PayStream rated our reporting features as one of most robust reporting platforms currently offered in the AP Automation space. Rest assured, continued development is on our road map. As always, if a customer needs a customized report, our Yooz client success manager can create and automatically send.
Thanks again for providing a review on Yooz! Have an amazing holiday season.
Yooz overall is helpful for reporting/viewing past invoices
Pros
ease of reviewing past invoices for reporting, formatting is easy to look things up, organization for different companies good
Cons
system is not good at recognizing vendors, amounts, etc, Yooz stamps not good for recognition, inconsistent
Response from Yooz
We sure do appreciate your amazing feedback! Thanks for taking the time to post your review.
It¿s our goal to make sure the Yooz platform continues to make your job more efficient and productive, and to keep our dialogue going.
We have found that several user issues/challenges (like the one noted below) can sometimes be addressed by some 1:1 guidance from our support folks. You can also call our support line at 832.384.9669 option 2, or e-mail him directly at [email protected]
We have recently added a NEW monthly webinar exclusively for our clients where you may ask any questions you have about the Yooz platform directly to our chief innovation officer, Laurent Charpentier. Our next session is on 2.14.18. Register to attend by going to the www.justyooit.com/event to register. You also have a chance to share your tips, tricks, and best practices with other users.
Happy Yoozing!
Melissa Hendrick, VP of Marketing
Very enjoyable to use.
Pros
This software is very easy to use. It is super fast and allows us to easily communicate coding throughout our business.
Cons
I think the customer service is slow. Not sure if they are still trying to figure out the software issues, but when we reach out we usually do not get an answer for awhile.
Response from Yooz
We sure do appreciate your review! Thanks for taking the time to post.
It¿s our goal to make sure the Yooz platform continues to make your job more efficient and productive, and to keep our dialogue going. I'm sorry you've experienced sluggishness with our support team. Please reach out to me directly at [email protected]
Also, We have recently added a NEW monthly webinar exclusively for our clients where you may ask any questions you have about the Yooz platform directly to our chief innovation officer, Laurent Charpentier. Our next session is on 2.14.18. Register to attend by going to the www.justyooit.com/event to register.
Happy Yoozing!
Melissa Hendrick, VP of Marketing
Friendly System
Implementation went smooth.
Pros
User friendly. Easy to navigate overall.
Cons
Not sure, yet. Recently started using it.
Response from Yooz
Thanks for taking time to post your review! Welcome to the Yooz family and we look forward to making sure you efficiently automate your invoice processing and payment workflows. Glad the implementation went smooth. On a side, note as you are a relatively new client, don't forget to join us each month for the Yooz Insider. This is an exclusive client-centric monthly webinar where our COO will share platform best practices and take live questions from attendees. Just visit us at GetYooz.com/Webinars to register or feel free to email us.
Cheers.
Melissa Hendrick, VP of Marketing
Yooz
We were trying to solve the issue of lost invoices and time it takes for invoices to be processed. Yes, Yooz has solved our issue.
Pros
I like that the invoices are tracked in the process so I know where they are at all times. I also use the search function a lot in looking up invoices and when they were processed.
Cons
The user interface is very dated and hard to move through. You need to upgrade the look and feel of the programs. Also, you need to update the app, that is too clunky.
Review
Pros
Ease of data entry and intuitiveness of entry
Cons
how the errors are routed and maintained.
Response from Yooz
Thank you for the feedback! We work hard every day to ensure that our customers have the best experience possible and get the most out of the Yooz solution. Let's keep the conversation going. Join our client exclusive Linkedin user group to interact directly with us and collaborate with other "Yoozers." See you there!
It has helped tremendously with our AP processing. I have been able to increase productivity and accuracy and save money by not having to hire additional personnel. The company is very customer oriented and helpful.