YOOZ: YOUR ALLY TO AUTOMATE AND STREAMLINE YOUR FINANCIAL FLOW MANAGEMENT
Since its inception in 2010, over 5,000 clients and 300,000 users worldwide have chosen Yooz. A leader in invoice digitisation and the systematisation of Purchase-to-Pay (P2P) processes, it is a strategic partner for organisations looking to optimise their financial management intelligently.
Systematise your invoice management with the cloud digitisation 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 standardise the processing of your accounting documents by adopting Yooz. From data extraction to exporting them into your Odoo software, the tool completes all these steps without any manual intervention.
In practice, here is how the cloud digitisation solution works.
Capture
Capture all your documents in one unified, streamlined process: 100% of your invoices, supplier payments, purchase requests, purchase orders, credit notes, receipts and any other document, captured via the supplier portal, email, drag-and-drop, mobile, scan, sFTP, in multiple formats: PDF, Factur-X, UBL, CII, EDIFACT...
Data extraction
Yooz uses a unique combination of intelligent data extraction powered by AI, machine learning, RPA and large databases containing over 200 million invoices and more than one million suppliers in the Yooz community to automate data extraction in real time, with no setup required.
Control or recording
Automate the entry and order–invoice matching for supplier invoices, and systematise the compliance and completeness checks for sales invoices.
Validation
Yooz’s workflow, based on the BPMN2 standard, offers unlimited flexibility and unmatched simplicity to define 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 simplifies your management by automating payment approvals and sending invoices to customers, their PDP (Partner Digitisation Platform), and their PPF (Public Billing Platform). The platform also handles 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 the reconciliation between invoices and payments.
Revolutionize your purchasing and payments: Automate your P2P processes for smooth and error-free management
Yooz goes beyond simple scanning and archiving of your accounting documents. It provides a wide range of features to ensure error-free financial management. Choosing Yooz means optimising your time, cutting costs by 80%, and, at the same time, benefiting from flawless reliability and compliance.
Are you an accountant or an accounting firm? Yooz is the reference tool for pre-accounting to offer your clients better oversight of their financial flows. By automating the collection, processing, and issuance of documents, the tool doubles productivity while minimising errors. Since the platform provides real-time data access, it also helps speed up decision-making without compromising the security and compliance of your files. The tool quickly detects fraud by analysing documents with AI and comparing them to supplier databases or previous transactions.
Whether you’re a business or an accountant, improve efficiency, security, and responsiveness by systematising your financial processes with Yooz.
Optimise your financial processes with Yooz Integration: Efficiency and automation for your ERP
When paired with an enterprise management system like Odoo, Yooz becomes a powerful tool to optimise the automation of your finance processes. In particular, the Yooz–Odoo integration enables you to 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: Centralising and automating manual tasks speeds up the handling of financial documents, allowing your teams to focus on higher‑value activities.
- Improved compliance and security: Automated controls and secure digital archiving support regulatory compliance and help protect your sensitive data against fraud risks.
Choose Captivea to connect Yooz to your Odoo ERP
Leverage Captivea’s expertise for the optimal integration of Yooz with your Odoo ERP. We ensure an implementation that is fully aligned with your management system and business processes. Every project comes with 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 errors and optimise your finance processes to improve efficiency.
Contact Captivea to start your integration project with Yooz and Odoo !