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The journey to Lean Financial Operations™

Discover financial operations automation
for the most ambitious companies
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It’s time to ditch waste, inefficiencies, and fraud. Welcome to a world of financial automation fitness. For invoices and beyond.

Chapter
The journey to Lean Financial Operations™
7 mins read
Chapter 1
The problem

You’re waist-high in waste

Hands up if this is you:

Your month-end forecast is a scramble. Documents are everywhere, from invoices and POs to receipts and credit notes, scattered across inboxes, drives, and (yes) still sitting in paper piles.

You’re not alone. And we feel your pain.

Manual and legacy processes are the real culprit.

They’re slowing you down, inflating costs, and burying your team in repetitive admin.

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Modern business is more complex than ever

But so is the urgency to:

Scale productivity, not hours

Accelerate growth

Cut costs across the procure-to-pay cycle

On top of all this, financial operations fraud is getting smarter and more sophisticated, and we’re all grappling to stop it. Which makes it harder to be ahead of the bad guys.

It’s no wonder financial teams are stuck between:

Accounting labor shortages

Staff turnover

Manual errors and inefficient workarounds

Constant risk

Your progress is limited (if not outright elusive). Yeah. There’s a lot to deal with.

But here’s the thing. The most ambitious companies on the planet are turning to Lean Financial Operations™  to make their financial operations more efficient than ever, with automation leading the way.

Let’s see how they’re doing it, so you can too.

Don’t want to wait? See how to make your financial operations leaner first hand

Schedule a demo
Chapter 2
The potential

Growth and profitability starts here,
not over there

Financial dysfunction is killing your growth from the inside out, and blocks your ability to deliver bigger business outcomes.

It doesn’t matter if your growth is organic or through M&A, Lean Financial Operations™ helps you move faster. It optimizes broken or bloated processes, and accelerates time to value. Whether you’re launching a new product, expanding into new markets and geographies, or integrating the latest acquisition.

Read our growth-focused mini-eBook

And because financial fraud is always knocking on your door, a reactive approach where money has already left the building is simply not enough, especially when 60% of financial fraud comes in via AP. A more proactive approach is needed.

Read our fraud protection mini-eBook

You might be planning to implement a new ERP system and assume its built-in AP automation will do the job. But relying on a “good enough” ERP module, instead of a best-in-class one, could hold you back from true efficiency, scalability, and fraud protection. Before you commit, get the full picture.

Read our ERP implementation mini-eBook
Chapter 3
The obstacle

Not a morsel for fraud to feed on

Fraud flourishes in inefficiency. And in most financial operations, there’s plenty of it.

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90% of companies were targeted by financial fraud in 2024, and the weighted impact of AP fraud was $103b in 2023.

With these odds, you’ve either found fraud in your operations or you’re about to.

You need efficient financial operations automation that eats fraud for breakfast.

When you’re spending 10 minutes investigating a suspicious transaction, that’s 9 minutes too many.

That’s time for errors to creep in. For approval gaps to open. For fraud to slip through the cracks.

Instead, imagine a world with:

Digitized invoices and POs, searchable and securely stored

Zero paper files, no manual data entry

Real-time alerts when something doesn’t look right

AI that spots red flags before money moves

In fact, waste is all but eliminated. Your business has become a utopia of fit financial automation.

So fit, in fact, that your financial automation is now a powerful muscle that propels growth and profitability, and is wholly connected to the heart of your business.

And the best part? That kind of fitness is catching.

Your CFO notices, your AP team notices, your results prove it.

This is what best-in-class financial automation looks like: fast, paperless, connected, and ready to flex with your business needs.

Are you starting to see the picture? What if you could see it in action for yourself?

Schedule a demo
Chapter 4
The breakthrough

Introducing Lean Financial Operations™

What if financial operations weren’t just a back-office function but a strategic engine for growth, agility, and scalability?

We imagined the most powerful, leanest model for financial operations.

And then we realized it didn’t exist, so we built it. And called it Lean Financial Operations™

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Lean Financial Operations means:

Attack high costs, inefficiencies, and fraud at the root

Gain full transparency across your financial workflows

Streamline processes and improve working capital with every transaction

Continuously optimize using AI and real-time data

Tie day-to-day operations directly to strategic business goals

That’s not just a vision, it’s something you can experience today. See how it works and see why our customers say Yooz is the most intelligent financial operations automation solution.

How it works

Why Yooz? Because we do it differently

We deliver Lean Financial Operations™ for the most ambitious companies on the planet, within even the most complex B2B payments and financial environments, so you can achieve the clarity you need to grow. Here’s what you get:

The highest return on financial operations automation
Infinite scalability to fit your needs as your business grows
The best AP security you can find anywhere
Simple and easy deployment and management

We have expertise in a variety of industries, including:

Hospitality

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Manufacturing

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Non-Profit

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Professional Services

Read more

Don’t see your industry here? We help finance leaders automate their financial operations across dozens of industries. Let’s talk and see how we can help you.

Contact us
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Ready to jump into implementing the power of lean straight away?

Oh, do we have the playbook for you. Or want to skip straight to the demo and see it in action?

Chapter 5
The payoff

Lean Financial Operations™ automation

Our solution powers financial operations automation with an unmatched combination of:

Deepest document understanding and functional expertise powered by our powerful proprietary AI

Our unique flexible workflow engine for easy process configuration and change, as well as the ability to handle your wildest routing dreams

AP data insights to improve flow, cut errors, and drive productivity by 80% or more

The most comprehensive AP fraud protection on the planet powered by data, insights, and AI

The result? Financial operations that are
faster, simpler, deeper, and safer.

So you can

Manage your supply chain more effectively

Improve cash management

Protect against fraud

 

Use AI to cut errors and risk

Achieve discounts through early payments

Save money through automation

This is where finance automation meets operational excellence, helping you unlock new value across every stage of the procure-to-pay cycle. Want to see an overview of how we do this?

Join 600,000+ users automating their financial operations every day with Yooz!

Yooz is a multi-award-winning
AP automation solution

solution map 2022 spendmatters
CFO tech top accounts payable solutions provider
capterra shortlist 2024
badge software reviews 2024 AP automation
sourceforge 2024
g2 easiest admin summer 2024
50 to watch 2023 spend matters
account payable automation software top performer

Lean Financial Operations™ isn’t just a better way to manage AP — it’s a smarter, faster, safer foundation for growth.

So, now that you’ve seen what Lean Financial Operations™ looks like, want to give it a spin?

Schedule a demo today

Or just want to talk it through? That’s fine too, we like to talk.

Get in touch
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