Meet Jackson Group
Jackson Group Peterbilt delivers premium, custom-built Class 6–8 trucks tailored to the unique needs of fleet and owner-operators. Known for durability, comfort, and performance, each truck features advanced components such as lightweight aluminum cabs and robust frame systems. Backed by Peterbilt’s industry-leading dealer network and TruckCare services – including 24/7 roadside assistance and fleet maintenance – Jackson Group Peterbilt ensures long-lasting value and driver satisfaction. With a commitment to quality and innovation, they continue to lead the way in meeting the demands of diverse industries across North America.
“We were drowning in paper. Yooz offered a way out—an intuitive platform that could help us eliminate manual entry and improve accountability across our teams.”
– Stephanie Wimmer, Accounts Payable Manager.
Bryan Coats, Chief Finance Officer at Jackson Group Peterbilt
The Challenge: A Paper-Heavy AP Process
Before implementing Yooz, Jackson Group Peterbilt faced multiple accounts payable challenges. Their process depended on paper invoices, manual data entry, and inefficient communication, which cause delayed payments despite sufficient cash flow.
“We were receiving 20,000 invoices a month, and it was a mess. We couldn’t keep track of where they all were,” says Bryan Coats, CFO. “My team would forget to pay some, and vendors were frustrated, even though we had the cash to pay our bills.”
AP Manager Stephanie Wimmer added, “The volume was overwhelming. Everything was done by hand, which made the process extremely slow. We also had constant back-and-forth just to get approvals.”
“Yooz has allowed us to assign accountability and ownership to where invoices are in the process. People can no longer blame others for missed payments.”
– Bryan Coats, Chief Finance Officer
The Solution : Accelerating AP with Yooz Automation
Jackson Group Peterbilt selected Yooz to address persistent inefficiencies in their accounts payable process. The objective? To streamline workflows, gain real-time visibility, and eliminate manual tasks that slowed down operations. Yooz stood out for its ability to automate the invoice approval process while fostering accountability across teams. The platform’s intuitive interface and transparency made it easy to assign ownership at every stage, eliminating confusion over responsibilities.
By automating routine tasks and reducing reliance on manual workflows, Yooz helped the company resolve long-standing challenges, improve efficiency, and gain tighter control over their AP operations.
“We’ve reduced our paper usage by tons. It’s like we saved a whole forest in just one year!”
– Stephanie Wimmer, Accounts Payable Manager.
Implementation: A Smooth Transition to Digital
Implementing Yooz was fast and easy. Both Stephanie and Bryan noted how quickly the team adopted it. Invoices were automatically routed to the right approver, reducing processing time and manual follow-ups..
“We were able to immediately see where invoices were in the process and hold people accountable,” Bryan explains. “No more ‘I sent that to you 10 times’—now we know exactly who’s responsible.”
Stephanie also noted how the shift allowed her team to focus on higher-value work. “We now spend our time reconciling vendor statements and ensuring accuracy, not chasing down approvals.”
The Impact: Speed, Clarity, and Strategic Control
The impact of Yooz was both immediate and measurable. Jackson Group Peterbilt reduced its AP team from 12 to 8 employees, even as the company expanded from 800 to 1,000 employees. Automation eliminated the need for overtime and external assistance, allowing the team to manage a growing workload more efficiently.
According to CFO Bryan Coats, “We can now do more with fewer people.” He also noted that the reduction in paper and administrative tasks significantly improved the bottom line.
With invoices now processed on time and tracked throughout the workflow, the company has eliminated common bottlenecks and strengthened relationships with vendors. As AP Manager Stephanie Wimmer noted, “Everything is tracked and we always know where every invoice is. Nothing gets lost or delayed.”
“Partnering with Yooz wasn’t just about automation—it was about solving our biggest problem. We no longer have to scramble to get our invoices approved and paid.”
– Bryan Coats, Chief Finance Officer
Words of Wisdom
Bryan encourages other businesses to consider automating their AP processes with Yooz: “Partnering with Yooz was the best decision we’ve made. It saved us time, money, and stress. It made our accounting operations so much smoother.”
Stephanie agrees, “If you’re considering Yooz, just do it. The time savings and increased visibility will make a huge difference in how you manage your AP process.”
