Location: Charlotte, North Carolina
ERP/Accounting Software: Sage Intacct
Number of Invoices: 6,000/month
33%of bookkeeper’s time freed up for more value-added work
Processing 38% more documents/month
No more document delivery, saving $20K/year
“Many of the providers we considered offered a 500-pound solution for our 10-pound problem. Yooz, seamlessly integrated with the Sage Intacct ERP, was the perfect fit. And it will scale as we grow.”
Chief Financial Officer
The highly manual, paper-laded workflow resulted in numerous pain points:
All making for a very unpredictable month-end.
Carter expected the Yooz implementation to take six months. He began with one company-owned restaurant piloting the Yooz platform. Documents were scanned in real-time at the time of receipt. No more pressure to save all of the paper invoices until a courier/overnight service shipped them to headquarters each week. No more worry about losing documents. After this successful pilot, the solution was rolled out in two other high-volume stores.
Six weeks of pre-work with the Yooz implementation team (loading GL codes, document types, etc.) and six weeks of pilots equaled about 12 weeks total—half the time of what was expected.
The Sage Intacct and Yooz joint solution not only met the needs of Salsarita’s and solved all of its workflow challenges, it also turned out to be much more useful than the corporate leaders expected. They have discovered other uses for Yooz, such as communicating H.R. and other time-sensitive documents to headquarters.
How do you leverage and make efficient the human resources that you have?
It’s what franchises always struggle to answer. Rather than hiring additional people, give your existing staff the automation tools to make their roles multi-faceted. Your finance department—all departments for that matter—can run lean and take on more strategic, value-added duties.
Had we not implemented the Yooz solution, we would have had to hire additional bookkeeping staff by now.
Don’t make assumptions about what a solution’s capabilities are.
For example, Carter was asking potential providers questions about document processing only, and learned along the way that what he really needed—and ultimately found with Yooz—was a complete end-to-end invoice processing and payment solution that could do so much more.
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