7 mins read

Automated Financial Systems

A Powerful Combination: Yooz and Sage Intacct AP Automation

by Yooz the 10.13.2020


Remember the Staples commercials with the big red “That was easy” button? It’s the right kind of thing to put on the desk of any accounts payable team working with Sage Intacct and Yooz -- two intelligent platforms that make automated financial systems a snap because they play so well together.


Combine them, and your AP team can get more done in less time, with higher accuracy in your accounting and finance departments. Thanks to a painless and seamless integration with Sage Intacct automated financial systems, Yooz can automatically handle all the key tasks from procurement to payment in your workflow. Our AP automation software will help:


  • Issue purchase orders and later match them to the corresponding invoices before payments are processed.
  • Capture invoices with cutting-edge optical character recognition (OCR) and machine-learning algorithms.
  • Verify all the details in an invoice to flag erroneous, fraudulent or duplicate submissions while simultaneously indexing every amount and word in every invoice for later searches or audits.
  • Route invoices for quick and frictionless approval, no matter what devices your business' AP department chooses to use.
  • Initiate payment just in time to optimize cash management, avoid late fees and lock in potential early-pay discounts your vendor offers.


Yooz and Sage Intacct AP Automation takes ERP integrations to a new level


While that list may sound like the standard features of a modern AP automation platform, the powerful combo of Sage Intacct plus Yooz takes ERP automation to a whole new level. That’s due to the hands-free push and pull of your company's information between the two systems, making it easier than ever to reduce costs and cycle times when you don't have to spend additional money on materials you would need for manual processing.

By nature, ERP systems are quite powerful talents that dabble in many disciplines simultaneously. They are designed to enhance a company’s ability to execute resource planning of inputs and outputs and bring attention to challenges within the company’s current processes. These functions not only benefit the AP department, but also play an integral role in managing human resources, marketing activities to keeping track of inventory, manufacturing and shipping to boost efficiency and productivity for the entire business. It’s not an easy task to fulfill across the wide range of industries and their service, but Sage Intacct AP Automation does it admirably well.


Push and pull important information from each invoice


When it comes to AP Automation software, Yooz augments Sage Intacct’s capabilities with the right amount of special expertise that stems from more than a decade of continuous R&D work. Yooz plus Sage Intacct AP automation will provide your business with:


  • Fresh Data: data is sent and updated to and from Sage Intacct instantly for the most up-to-date information in real-time.
  • Image Push: Yooz is the only solution that pushes the actual image of the invoice to Sage Intacct's system.
  • P.O. Integration: Yooz connects with the purchasing module and pulls over the purchase orders or receivers.
  • And there’s more: Yooz sends other document types to the ERP system, too, so a P.O. can be closed directly in Sage Intacct, after approval, and an invoice status will automatically be updated to “paid”.


Save money and boost morale with Sage Intacct's System Integrated with Yooz


Clients who use Sage Intacct and Yooz every day are more than happy with their experience.


“We’ve saved nearly $5,000 a year with the Yooz paperless workflow, and our GMs can approve payments on-the-go”, reports Patsy Price, director of operations at Peterson Auto Group.

“With the combined integration of Yooz and Sage Intacct you have a single source of the truth. Everything is captured in one place”, says Adam Maurer, CPA, CFO of the consulting firm Deutser.

“Our AP staff is better organized, have eliminated stress, and feel like they are actually doing value-added work and contributing to our company’s success”, says Shawn Delaney, assistant controller of commerce platform Bridgevine (now part of Updater).

The end result of integrating Yooz and Sage Intacct AP Automation is a seamless, paperless, streamlined workflow from purchase-to-pay. Our smart AP automation integration boosts not only productivity but morale since it empowers your finance and AP teams to focus on what they know best and enjoy most: Creating innovative ways to find real value-added opportunities and building long-term relationships with suppliers instead of shuffling through a pile of paper invoices and hours of manual data entry.


To learn more about our AP automation software integration with Sage Intacct, request a demo with one of our AP automation experts today!


CTA-UK  Private Demo


How does Yooz integrate with Sage Intacct to automate the accounts payable process?

Yooz offers a seamless integration with Sage Intacct, enhancing its capabilities by automating the entire AP process from invoice capture to payment authorization. Our cloud-based platform utilizes AI and OCR technology to accurately extract data from invoices, match it against purchase orders and receipts, and automatically route invoices for approval based on your predefined workflows. This integration streamlines your AP operations, reduces manual entry, and ensures data accuracy within Sage Intacct.

Can Yooz help us achieve real-time visibility and control over our AP processes in Sage Intacct?

Absolutely. Yooz provides real-time insights and analytics directly within the Sage Intacct environment, offering comprehensive visibility into your AP processes. Our dashboard and reporting tools allow you to monitor key metrics such as average processing times, outstanding invoices, and cash flow status, enabling you to make informed decisions and maintain control over your financial operations.

How does Yooz handle AP invoice approvals within the Sage Intacct platform?

Yooz enhances Sage Intacct's capabilities by automating the invoice approval workflow. Once invoices are captured and processed, they're automatically routed to the appropriate team members for approval based on custom rules you set. This can include thresholds for amounts, departments, or project codes. Our mobile-friendly platform allows for approvals on-the-go, ensuring that your AP process moves swiftly without delays, directly within the Sage Intacct ecosystem.

What kind of efficiencies can we expect by using Yooz for AP automation with Sage Intacct?

Organizations using Yooz with Sage Intacct typically experience significant efficiencies, including reduced invoice processing costs by up to 80%, faster processing times from weeks to just days or hours, and a drastic reduction in errors due to manual data entry. Moreover, the improved visibility and control over the AP process help businesses better manage cash flow, take advantage of early payment discounts, and avoid late fees, contributing to an overall healthier bottom line.




Yooz Workflow

    ERP-based AP vs. Best-of-Breed AP Automation: Do you know the difference?

    ERP-based AP vs. Best-of-Breed AP Automation: Do you know the difference?


    watch now

    ERP-based AP vs. Best-of-Breed AP Automation: Do you know the difference?