Is the integration between Yooz and Acumatica native?

Yes. Yooz offers a native API-based integration with Acumatica, enabling real-time and bi-directional data exchanges between both systems.

What data is synchronised between Yooz and Acumatica?

Master data such as chart of accounts, dimensions, suppliers, purchase orders and payment methods, as well as transactional data including invoice details, accounting entries, approval statuses and payment updates.

Can I track invoice statuses throughout the process?

Yes. Yooz provides full visibility into invoice statuses, from capture to approval and through to payment confirmation via Acumatica.

How are approval workflows managed?

Yooz uses customised and dynamic workflows that reflect your organisation’s processes, ensuring invoices are approved before being posted to Acumatica.

Are invoice images accessible in Acumatica?

Yes. Invoice images are transferred alongside invoice data, ensuring full traceability and easy access directly within Acumatica.

How is payment tracking handled?

Acumatica manages payments and payment confirmation is automatically sent back to Yooz, ensuring accurate and up-to-date invoice tracking.

Are accounting entries automatically transferred?

Yes. Once invoices are approved in Yooz, accounting entries are automatically exported to Acumatica through the API integration.

Acumatica Integration: Native API for AP Invoices

Yooz manages the entire invoice workflow, from capture to invoice approval, while Acumatica remains the financial system of record, handling payment execution and status tracking.

This eliminates manual handoffs, ensures data consistency and provides full visibility from invoice receipt through to payment.

Why connect Acumatica to Yooz?

Without integration, invoice processing remains fragmented, manual and difficult to monitor. Connecting Acumatica to Yooz creates a structured and automated process, tailored to your organisation’s approval workflows and accounting requirements.

Key benefits:

Accelerate invoice processing with customised, dynamic approval workflows

Eliminate manual data entry and improve accounting accuracy in Acumatica

Strengthen control with automated verifications and structured approval processes

Ensure real-time synchronisation of invoice data and statuses

Simplify payment preparation with payment method data, followed by integrated remittance from Yooz to Acumatica

Improve traceability with direct access to invoice images within Acumatica

How does the integration work?

Yooz orchestrates and automates the entire invoice lifecycle, while Acumatica ensures accounting consistency and payment execution. The integration is built on structured data exchanges and clear invoice statuses, enabling a fully controlled and transparent process.

Reference data synchronisation

Yooz and Acumatica synchronise key master data, including chart of accounts, dimensions, suppliers, purchase orders and payment methods. This ensures alignment between the automation layer and the ERP environment.

Invoice capture & recognition

Invoices are captured via multiple channels (scan, email, SFTP…) and Yooz uses AI-powered technologies (Smart Data Extraction, Machine Learning and Deep Learning) to extract, recognise and structure invoice data automatically.

Controls & approval workflow

Automated checks, including PO matching and configurable workflows ensure invoices are approved before being posted in Acumatica.

Export to Acumatica

Once approved, invoice data, accounting entries and approval statuses (such as ‘ready for payment’ or ‘blocked’) are automatically transferred to Acumatica via API integration.

Payment feedback & feedback

Acumatica supports the payment process, while Yooz helps prepare payment-related data through integrated exchanges such as payment methods and remittance information. This ensures a structured hand-off between invoice approval and payment processing, without relying on manual re-entry.

Connectivity & integration architecture

The Yooz–Acumatica integration relies on a native API connection that enables continuous, real-time data exchange between both systems.

This includes:

Automated transfer of accounting entries
Synchronisation of invoice statuses throughout the lifecycle
Export of remittance information to support payment processing
Transfer of the invoice PDF stream alongside invoice data
Direct link between invoice images and accounting data

This architecture ensures a seamless and reliable connection between Yooz and Acumatica, without manual intervention or data duplication.

Infographic on the Acumatica and Yooz integration

Download the Acumatica and Yooz infographic as a PDF

Acumatica resources

Blog – How to improve your Acumatica ERP onboarding an efficient AP automation solution?

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FAQ Acumatica and Yooz

Is the integration between Yooz and Acumatica native?
Yes. Yooz offers a native API-based integration with Acumatica, enabling real-time and bi-directional data exchanges between both systems.
What data is synchronised between Yooz and Acumatica?
Master data such as chart of accounts, dimensions, suppliers, purchase orders and payment methods, as well as transactional data including invoice details, accounting entries, approval statuses and payment updates.
Can I track invoice statuses throughout the process?
Yes. Yooz provides full visibility into invoice statuses, from capture to approval and through to payment confirmation via Acumatica.
How are approval workflows managed?
Yooz uses customised and dynamic workflows that reflect your organisation’s processes, ensuring invoices are approved before being posted to Acumatica.
Are invoice images accessible in Acumatica?
Yes. Invoice images are transferred alongside invoice data, ensuring full traceability and easy access directly within Acumatica.
How is payment tracking handled?
Acumatica manages payments and payment confirmation is automatically sent back to Yooz, ensuring accurate and up-to-date invoice tracking.
Are accounting entries automatically transferred?
Yes. Once invoices are approved in Yooz, accounting entries are automatically exported to Acumatica through the API integration.