YOOZ: YOUR PARTNER FOR AUTOMATING AND STREAMLINING YOUR FINANCIAL WORKFLOWS
Since it was founded in 2010, Yooz has won over more than 5,000 clients and 300,000 users around the world. A leader in invoice digitization and Purchase-to-Pay (P2P) automation, it’s a strategic partner for organizations looking to intelligently optimize their financial management.
Streamline your invoice management with a cloud-based digitization solution
With YoozWith Yooz, benefit from 80% automation of your invoices without any prior configuration. You can directly receive and send your electronic documents through Yooz Portal Edition, its unique collaborative portal accessible to all businesses. Once your clients and suppliers are registered on the platform, exchanges are done in real-time.
Automate and standardize how you process your accounting documents by choosing Yooz. From data extraction to exporting into your Odoo software, the solution handles every step with no manual intervention.
Here’s how the cloud-based digitization solution works in practice.
Capture
Capture all your documents in one simple, streamlined workflow: 100% of your invoices, supplier payments, purchase requests, purchase orders, credit notes, receipts and any other documents, captured via the supplier portal, email, drag-and-drop, mobile, scan or sFTP, in multiple formats: PDF, Factur-X, UBL, CII, EDIFACT...
Data extraction
Yooz combines intelligent data extraction powered by AI, machine learning, RPA and extensive databases containing more than 200 million invoices and over one million suppliers in the Yooz community to automate data extraction in real time, with no setup required.
Control and posting
Automate data entry and three-way matching for supplier invoices, and systematize compliance and completeness checks for sales invoices.
Approval
Yooz’s workflow, built on the BPMN2 standard, offers unlimited flexibility and outstanding simplicity for defining single- or multi-criteria validation rules by document type, amount, supplier, accounting code, analytical code, or any data field extracted during automatic processing.
Issuance or payment
Yooz streamlines your operations by automating payment approvals and sending invoices to customers, their PDP (Partner Digitization Platform), and their PPF (Public Billing Platform). The platform also takes care of payment preparation and generates SEPA transfers.
Export and tax reconciliation
Yooz manages the creation of accounting and banking entries in your ERP, as well as reconciliation between invoices and payments.
Revolutionize your purchasing and payments: Automate your P2P processes for smooth and error-free management
Yooz goes beyond simply scanning and archiving your accounting documents. It offers a wide range of features to ensure error-free financial management. Choosing Yooz means optimizing your time, cutting costs by up to 80%, and at the same time benefiting from rock-solid reliability and compliance.
Are you an accountant or an accounting firm? Yooz is the go-to pre-accounting tool to give your clients better visibility into their financial flows. By automating the collection, processing, and issuance of documents, the platform doubles productivity while keeping errors to a minimum. With real-time access to data, it also accelerates decision-making without compromising the security and compliance of your files. The tool quickly detects fraud by analyzing documents with AI and comparing them against supplier databases or previous transactions.
Whether you’re a business or an accounting firm, boost efficiency, security, and responsiveness by systematizing your financial processes with Yooz.
Optimize your financial processes with Yooz Integration: efficiency and automation for your ERP
When combined with an enterprise management system like Odoo, Yooz becomes a powerful tool for fully automating your financial processes. Specifically, the Yooz–Odoo integration lets you benefit from:
- Cost reduction and error minimization: Thanks to full automation of invoices and payments, you significantly reduce operational costs while minimizing human errors.
- Process simplification and time savings: Centralizing and automating manual tasks speeds up the management of financial documents, allowing teams to focus on higher‑value activities.
- Improved compliance and security: Automated controls and secure digital archiving help ensure regulatory compliance and protect your sensitive data from fraud risks.
Choose Captivea to connect Yooz to your Odoo ERP
Count on Captivea’s expertise for the optimal integration of Yooz with your Odoo ERP. We ensure implementation is perfectly aligned with your management system and business processes. Each project benefits from tailored support that reflects the quality of our services.
The Yooz solution, combined with the Odoo ERP, delivers end‑to‑end automation, from invoice management to the export of accounting data. By integrating Yooz into your Odoo ERP, you reduce human error and optimize your financial processes to improve efficiency.
Contact Captivea to start your integration project with Yooz and Odoo !