Leaner financial operations for CDK users

CDK Global FAQs

• What is CDK Global?

  CDK Global is a leading provider of dealership management systems (DMS) and digital retail software used by automotive dealerships across North America.

  The CDK platform helps dealerships manage core operations including:

  • Vehicle sales and inventory management
  • Service and parts operations
  • Customer relationship management (CRM)
  • Financial reporting and accounting workflows

  For dealership CFOs, CDK serves as the central operational and financial data platform, connecting dealership activities across departments and locations.

  When integrated with AP automation platforms like Yooz, CDK’s financial capabilities can be extended to include fully automated invoice capture, approval workflows, and digital audit trails.

• What does the CDK Global DMS system do for dealerships?

  The CDK dealership management system (DMS) acts as the operational backbone of a dealership.

  Core capabilities include:

  • Deal structuring and vehicle sales tracking
  • Service repair order management
  • Parts inventory control
  • Accounting and financial reporting
  • Customer lifecycle management

  For CFOs and controllers, CDK provides the financial infrastructure needed to track dealership performance across departments.

  However, high invoice volumes from vendors, suppliers, and OEM partners often require additional automation tools to streamline accounts payable, which is where Yooz can enhance CDK’s financial workflow.

• Does CDK Global include accounts payable automation?

  While CDK includes accounting functionality within its DMS platform, many dealerships still rely on manual invoice processing for vendor payables.

  Common AP challenges inside dealership finance teams include:

  • Paper or emailed invoices
  • Manual data entry into accounting modules
  • Delayed invoice approvals
  • Limited visibility into payment status

  By integrating Yooz with CDK, dealerships can automate the entire AP lifecycle:

  • AI-powered invoice capture
  • Automatic GL coding
  • Approval workflow routing
  • Real-time synchronization with CDK accounting data
  • Secure digital invoice archiving

  This allows finance teams to modernize AP without replacing their existing CDK system.

• Can Yooz integrate with CDK Global?

  Yes. Yooz is designed to integrate with major ERP and accounting systems, including dealership environments that use CDK Global.

  Integration enables:

  • Automatic transfer of invoice data into CDK
  • Reduced manual data entry
  • Accurate GL mapping
  • Faster invoice approvals
  • Improved financial reporting accuracy

  For CFOs managing multi-rooftop dealerships, integration ensures AP automation without disrupting existing dealership operations.

• How does integrating Yooz with CDK Global improve dealership financial controls?

  Internal controls are critical in dealership accounting due to high transaction volumes and vendor relationships.

  By connecting Yooz with CDK, dealerships gain:

  • Segregation-of-duties enforcement
  • Automated approval hierarchies
  • Timestamped approval histories
  • Duplicate invoice detection
  • Secure document storage for audits

  For CFOs, this improves fraud prevention, compliance readiness, and financial governance while maintaining CDK as the core financial system.

• How does Yooz help automate invoices within CDK Global?

  Yooz enhances the CDK ecosystem by automating the entire vendor invoice workflow.

  The process typically works as follows:

  1. Vendor invoices are received via email, upload, or scanning.
  2. Yooz uses AI and OCR to capture invoice data automatically.
  3. Invoices are routed to the appropriate dealership managers for approval.
  4. Approved invoices sync directly into CDK accounting.
  5. All documents are securely archived with full audit trails.

  This eliminates manual data entry and significantly reduces invoice processing time.

  For dealerships processing hundreds or thousands of invoices monthly, automation can dramatically increase finance team efficiency.

• What ROI can dealership CFOs expect from integrating Yooz with CDK Global?

  Dealership finance teams typically see measurable operational improvements when adding AP automation.

  Common ROI metrics include:

  • 60–80% reduction in manual invoice processing time
  • Faster month-end close cycles
  • Lower cost per invoice processed
  • Reduced duplicate payment risk
  • Greater visibility into accounts payable liabilities

  Strategically, integrating Yooz with CDK can also support:

  • Improved working capital management
  • Stronger audit readiness
  • Scalable finance operations for dealer group growth

  For CFOs managing multiple rooftops, these efficiencies directly support EBITDA improvement and operational scalability.

• Why do dealerships integrate AP automation with CDK Global?

  Dealerships typically integrate AP automation for three primary reasons:

  1. High Vendor Invoice Volume

  Dealerships manage invoices from:

  • OEM suppliers
  • Parts distributors
  • marketing vendors
  • facilities providers
  • service equipment vendors

  2. Approval Complexity

  Multi-department approvals can slow invoice processing and delay financial reporting.

  3. Audit and Compliance Requirements

  Dealerships must maintain documentation for OEM audits and financial reporting.

  Automation platforms like Yooz solve these challenges while preserving the existing CDK environment.