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Tick Mark Books

Yooz

Summary

Yooz is a cloud platform that captures supplier invoices, extracts their data with its own AI, routes them for approval and pays vendors. It exports the coded entries into the accounting system a business already runs.

A month of books at 100 transactions
Quote only
Open source
No
Best for
Finance teams that keep their accounting software and want supplier invoices handled

What we checked

Pages last read

What it costs

A month of books at 100 transactions

Quote only

Checked against the maker's own pages, 27 October 2026.

What we checked on Yooz

YesPartlyNo

What it costs to keep your booksNo

Ledger included

Yooz is not the accounting ledger: it sends the coded invoices into whichever accounting package you already pay for, so that subscription stays yours.

You may choose to export your data manually based on your specific needs, or configure the system to automatically receive the latest data in your…

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What it costs to keep your booksYes

What the price is based on

The one paid edition is priced on how many documents you process, not per user, and the vendor states users are unlimited.

Subscription price based on the volume of documents processed

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What it costs to keep your booksYes

Users included

The paid edition states an unlimited number of users, so an extra person costs nothing; the product pages repeat that there are no limits on users.

On the page: Gold Edition card, second bullet

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What it costs to keep your booksNo

Setup or onboarding fee

The vendor calls the model all-inclusive with no hidden fees and puts four hours of onboarding service into the paid edition itself.

4 hours of complimentary service to get you started

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What the AI does with your booksYes

What the AI does

Its own AI reads each supplier invoice, pulls out the vendor, number, date and amounts, suggests the account coding and flags duplicates or odd amounts as fraud risk.

Extract relevant data such as vendor information, invoice numbers, dates, and amounts, reducing manual errors and increasing efficiency.

getyooz.com/solution-ap-automationChecked

What the AI does with your booksYes

What the AI costs

included in the platform itself: the AI is described as the product, the single paid edition is priced on document volume, and no credit pack or AI add-on is sold.

Reduce your invoice and payment processing costs with a lean, end-to-end financial operating model that's all-inclusive with no hidden fees.

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What the AI does with your booksPartly

Categorizes transactions

It suggests the account, tax and dimension coding on supplier invoices and learns as it goes, but that is invoice coding, not bank and card transactions arriving from a feed.

Reduce manual work and speed up workflows with auto-suggestion and self-learning for GL or PO matching, tax, and dimension allocations.

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What the AI does with your booksPartly

Reconciles your accounts

It reconciles supplier statements line by line and settles checks when they are deposited, but nothing describes reconciling a bank or card account to its monthly statement.

Effortlessly automate how you reconcile your vendor statements with omni-channel, multi-format vendor statement document ingestion, centralized…

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What the AI does with your booksYes

Reads receipts and bills

Documents come in by mobile app, scan-to-email, cloud storage or vendor portal, and the AI reads them and matches them to the purchase order.

Import documents via advanced email capture rules, mobile app, scan-to-email, cloud document provider, SFTP, or automatically fetch invoices from…

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What the AI does with your booksYes

Pays your bills

Bills are captured, routed through configurable approvals and then paid by bank transfer, check or virtual card inside the same workflow.

Yooz connects you to a seamless, automated payment solution. Whether it's ACH, check, or virtual card, everything is automated.

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Who checks the AI’s workNo

Your own bookkeeper

You do get three named people, but the vendor lists them exactly: a success manager, an implementation manager and a support specialist, none of them a bookkeeper for your books.

Every Yooz customer is assigned three named experts :

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Who checks the AI’s workYes

Your accountant can sign in

Users are unlimited on the paid edition and there is a read-only role made for auditors, so bringing your accountant in adds nothing to the bill.

with a complete audit trail, read-only user role for auditors, as well as our ISO 14641-1 compliant electronic archiving system, and local data…

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Who checks the AI’s workPartly

Accuracy the vendor claims

The vendor claims errors and processing time fall by 80% or more, but publishes no accuracy rate for the AI and no method behind the 80%.

From purchase to payment and reconciliation, Yooz AI reshapes industry standards in AP automation, reducing processing time, costs, and errors by 80%…

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Where your books live and what it connects toYes

NetSuite

The vendor claims more than 250 accounting and finance systems, with its own pages for QuickBooks, Sage, Sage Intacct, NetSuite, Acumatica and Microsoft Dynamics

We currently integrate with more than 250 financial packages and ERP systems worldwide. And we continually add to this list.

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Where your books live and what it connects toYes

Platforms

It runs in the web on a computer, on a tablet and through a mobile app used for capture; the pages name no separate Windows, Mac, iPhone or Android download.

Work however you like, wherever you like, with Yooz on your PC, tablet, or mobile.

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Where your books live and what it connects toPartly

Getting your books out

You can export your data out to your accounting software, by hand or on a schedule, but there is no stated export of a full set of books because Yooz never holds one.

On the page: Opening paragraph under the page heading

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What it keeps track ofYes

Other currencies

The vendor states several currencies and tax regimes are handled by design, across entities and countries, with no plan named as a condition.

with multi-entities, multi-locations, multi-documents, multiusers, multi-currencies, multi-tax, cross-country management by design

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What it keeps track ofPartly

Profit by project or job

Invoices can be coded to dimensions and tracked against budget categories you define, but no page claims a report of profit by project or job.

Track your budget instantly based on your defined budget period, categories, and rules

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Your data and its securityPartly

SOC 2 report

The vendor states it holds SOC 1 Type 2 and ISO 27001, which is the controls report rather than a SOC 2, and does not say how a buyer gets a copy.

We are certified to ISO 27001, which governs information security management, and SOC 1 Type 2, which attests to the effectiveness of our internal…

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Who it is built forYes

For accounting firms

There is a partner program written for accounting and advisory practices, at three levels from referral to handling the sale and the setup themselves; fees and own-branding are not published.

We're building strategic alliances with innovative ERP, billing, and fintech solution providers, including VARs, System Integrators, Consulting…

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Who it is built forYes

Several businesses

Several entities and locations are handled in one account by design, and the vendor says volume and entities grow without more manual effort; what each entity adds to the price is not published.

You can manage multiple entities, higher invoice volumes, and evolving workflows without adding manual effort.

getyooz.com/solution-ap-automationChecked

Who it is built forNo

Canada

Canada and Australia are not named as markets, though a Canadian customer story is published.

8840 Cypress Waters Blvd Suite 250 Coppell, TX 75019

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Who it is built forNo

Australia

Canada and Australia are not named as markets, though a Canadian customer story is published.

On the page: Our offices around the world, United States

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Trying it, starting and getting helpPartly

Free trial or free plan

There is a 15-day free trial run in a real production environment with no commitment, but no standing free plan you could stay on.

Free for 15 days

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Trying it, starting and getting helpNo

Sign up without a sales call

Every route in, the trial included, goes through a demo or a conversation with the team; no page lets you pick a price and sign up by yourself.

Chat to our team today and we can talk you through how Yooz can help your organization capture these savings (and more) with a new lean model of…

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Trying it, starting and getting helpPartly

Contract and cancelling

The trial carries no commitment and the vendor says you can change the subscription when you like, but no contract length, notice period or cancellation route is published.

Change your subscription when you like, according to your monthly users or volume of invoices.

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Trying it, starting and getting helpYes

Support

You can reach a person by chat, email or phone at no extra cost, and after go-live a named support specialist is your contact; the pages give no business hours.

Yooz is always there for you, however you like to talk: by chat, e-mail, or phone, in your app or on the website.

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Yooz alternatives

All 7 alternatives

Sources and changes

Last changed

What changed on this page1

  • Bookkeeping features, free plan, prices, terms

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