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Reflections from 2019: Giving Thanks to All Those Who Contributed to Our Success

by Melissa Hendrick, VP Marketing on 11.25.2019


A year ago as I was reflecting back on 2018, I started that blog post with “Wow! What a year it’s been.” I can honestly say the same about 2019. Yooz has been fortunate to enjoy a lot of success, record growth, and multiple awards and recognitions again this year. And again, our client retention remains at historical levels—over 98 percent—with customer satisfaction scores at 4.5 on a 5.0 scale.


We did not accomplish all of this without the help of our clients, business partners, and media companies who have all helped us champion Yooz and spread the word about the benefits of invoice and payment processing automation. So, at this time of year, around Thanksgiving, I thought I’d take a pause to thank a few of them.


Patsy Price, director of operations for Peterson Auto Group, has been such a dedicated Yooz champion. She has participated in multiple Yooz educational webinars as a presenter and a member of an automotive industry panel to help others know more about the benefits of AP automation—such as no longer herding cats—what valuable lessons she learned along the way, and how to effectively measure your success. She traveled with us to the Spring Auto Team America CPA Board meeting in Savannah, Georgia, by special invitation, to participate in a live educational session, and traveled again to the west coast to educate other dealer finance leaders at the Pacific Northwest Dealer Conference.We appreciate you so much, Patsy.


Anna Wolfe, senior editor, Hospitality Technology digital magazine, has published several guest posts from our COO Laurent Charpentier on finance and technology topics relevant to the hospitality industry.Thank you, Anna, for helping us educate your readers about how technology can have a positive impact on the guest experience from the  back of house.

Bryan Schmidt, controller at UNITE HERE HEALTH, has been a very vocal advocate of Yooz, spreading the word about our 99.9% reliability rate as being among the very many quantifiable successes that UHH has realized since implementing the Yooz solution. He has done so by participating in a number of educational webinars as well as live partner sessions at the annual Sage Inacct Advantage conference. We’re grateful for your time, Bryan.


Audrey Boggs, accountant at E. Ritter, has given selflessly of her time as a spokesperson and Yooz champion in educational webinars and conference panel sessions. At Sage Intacct Advantage 2019 she explained to multiple audiences that, “Yooz is the only AP automation solution provider that offers an API link for real-time uploads and direct feed to the Sage Intacct ERP.” And it can all happen anytime from anywhere with the Yooz mobile app.Audrey, you are a jewel!


Helen, Brittany, and Ria—members of our dedicated team at Sage Intacct—have been such valuable business partners. From publishing our articles on finance and technology in the Sage Intacct Blog, to sharing our posts through your social media channels, to helping us deliver our message at Advantage, and being right there to keep our Marketplace Partner site up to date with valuable tools and resources for your members (many times working after hours to respond immediately). We’re looking forward to growing our partnership in 2020 and continuing to be a valuable provider to your clients.Team Sage Intacct, we think you rock!


Marie-Madeleine Lochet and her accounting consultancy, MMCA, has been an advocate of the Yooz solution and actively recommending it to her clients. She has contributed her success story and helped us gain visibility in Canada by featuring us on her website and including us in conferences where she has participated.Marie-Madeleine, thank you for your infectious enthusiasm.


Mark Brousseau is not only a respected thought-leader in the AP automation space, he is a dynamic speaker and prolific writer—and we are grateful for all of it! Mark has authored industry reports and white papers and hosted educational podcasts and webinars on our behalf, all detailing metrics, benchmarks, and the true value of automation powered by advanced technologies. And he does it in an engaging, relatable manner. Trust us, if you’re not already excited about automating your invoice and payment processing workflow, you will be after listening to one of Mark’s programs!Mark, you are a truly invaluable business partner and Yooz advocate.


Several of our Yooz client champions who attended our client appreciation reception at Sage Intacct Advantage 2019 were kind enough to take a break from enjoying the event to speak on-camera about their experiences with Yooz. They all did great and we’re looking forward to introducing their Voice of Customer video vignettes to help others considering AP automation. Scott, Mellisia, Sandy, Carla, and Kristina, thank you for being in the Yooz spotlight.


To all of our clients, business partners, media partners, and members of the Yooz teams around the world: We are thankful for each and every one of you and hope we can help you in your success as much as you have helped us.