Gain leaner, fitter financial operations with a robust budgeting process
Yooz’s budgeting process function is seamlessly integrated into our financial operations automation offering, providing a complete and comprehensive way to drive a leaner model of finance.
Gain real-time access to your budget status at each stage of the spending process, enhance your processes and make well-informed decisions swiftly and efficiently.
Gain full transparency
over your budgets at each stage of the spending process, and know your remaining available budget category by category, at any time.
Manage your budget
at every stage of the purchasing process, with real-time status information and alerts to help you curb expenses when necessary.
Get a comprehensive understanding
and enhance your financial management with our customizable, user-friendly dashboard.
Full, end-to-end transparency with our budgeting process
Effortlessly automate and manage your budgeting process, while improving the transparency of your financial operations with the following features:
Define and map your budget rules
Define your budgets according to your own specific criteria for certain periods or categories, automatically adding to your budgets in real time.
Manage your commitments
Provide your budget managers with a valuable decision-making tool that will allow them to approve commitments according to your remaining available budgets.
Develop PO and non-PO based reports
Manage your budget at every stage of the purchasing process, from creation of purchase request through invoice approval – by setting rules for monitoring, alerting, or blocking specific expenses. Manage and populate your budgets according to information from your invoices linked to POs and those not linked to POs.
“Having a one stop shop where everything is scanned in and a digital system for anything and everything related to accounts payable is a much better solution than relying on paper documents and chasing them down.”
