# Yooz — AI invoice capture, approval routing and vendor payments that export into your accounting software.

> Source: Tick Mark Books — https://tickmarkbooks.com/yooz (structured, researched, re-verified)

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.

**Best for:** Finance teams that keep their accounting software and want supplier invoices handled

| Fact | Value |
| --- | --- |
| Website | https://www.getyooz.com/ |
| Category | Accounts payable and bills |
| Open source | No |
| Price | Price on request |
| Price checked | 27 October 2026 |

Screenshot of Yooz: https://tickmarkbooks.com/img/1920/screenshots/yooz.webp, captured 27 October 2026

**What we checked**

- Pages last read: 27 October 2026

## What it costs

A month of books at 100 transactions: Quote only

## What we checked on Yooz

### What it costs to keep your books

**Ledger included** · No — 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 accounting software without even connecting to Yooz.
> — https://www.getyooz.com/erp · Opening paragraph under the page heading, checked 27 October 2026

**What the price is based on** · Yes — 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
> — https://www.getyooz.com/pricing · Gold Edition card, first bullet, checked 27 October 2026

**Users included** · Yes — 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.

> Unlimited number of users
> — https://www.getyooz.com/pricing · Gold Edition card, second bullet, checked 27 October 2026

**Setup or onboarding fee** · No — 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
> — https://www.getyooz.com/pricing · Gold Edition card, third bullet, checked 27 October 2026

### What the AI does with your books

**What the AI does** · Yes — 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.
> — https://www.getyooz.com/solution-ap-automation · How AP automation works, Smart invoice data extraction, checked 27 October 2026

**What the AI costs** · Yes — 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.
> — https://www.getyooz.com/pricing · Page hero, paragraph under the heading, checked 27 October 2026

**Categorizes transactions** · Partly — 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.
> — https://www.getyooz.com/solution-ap-automation · How AP automation works, GL coding, checked 27 October 2026

**Reconciles your accounts** · Partly — 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 capture, management, and analysis and no-touch workflows.
> — https://www.getyooz.com/solution-ap-automation · Secure and turbo boost section, Vendor statement reconciliation, checked 27 October 2026

**Reads receipts and bills** · Yes — 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 connected vendor portals.
> — https://www.getyooz.com/solution-ap-automation · How AP automation works, Omnichannel invoice capture, checked 27 October 2026

**Pays your bills** · Yes — 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.
> — https://www.getyooz.com/solution-payment-automation · Yooz offers the most comprehensive payment automation section, checked 27 October 2026

### Who checks the AI’s work

**Your own bookkeeper** · No — 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 :
> — https://www.getyooz.com/support · End-to-end support section, line introducing the three roles, checked 27 October 2026

**Your accountant can sign in** · Yes — 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 hosting
> — https://www.getyooz.com/product · Ultimate Protection list, process and compliance assurance bullet, checked 27 October 2026

**Accuracy the vendor claims** · Partly — 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% or more.
> — https://www.getyooz.com/ · Highest Return on Financial Operations Automation block, checked 27 October 2026

### Where your books live and what it connects to

**NetSuite** · Yes — 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.
> — https://www.getyooz.com/erp · Page heading paragraph, checked 27 October 2026

**Platforms** · Yes — 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.
> — https://www.getyooz.com/pricing · 24/7 availability block, checked 27 October 2026

**Getting your books out** · Partly — 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.

> 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 accounting software
> — https://www.getyooz.com/erp · Opening paragraph under the page heading, checked 27 October 2026

### What it keeps track of

**Other currencies** · Yes — 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
> — https://www.getyooz.com/product · Infinitely Adaptable list, lightning-fast execution bullet, checked 27 October 2026

**Profit by project or job** · Partly — 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
> — https://www.getyooz.com/product · Infinitely Adaptable list, budget bullet, checked 27 October 2026

### Your data and its security

**SOC 2 report** · Partly — 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 controls regarding security, confidentiality, and data integrity.
> — https://www.getyooz.com/security · Certifications section, checked 27 October 2026

### Who it is built for

**For accounting firms** · Yes — 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 Firms, and Client Advisory Services (CAS) practices.
> — https://www.getyooz.com/partners · Page hero, paragraph under the heading, checked 27 October 2026

**Several businesses** · Yes — 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.
> — https://www.getyooz.com/solution-ap-automation · AP Automation FAQs, Can AP automation scale with our business?, checked 27 October 2026

**Canada** · No — Canada and Australia are not named as markets, though a Canadian customer story is published.

> 8840 Cypress Waters Blvd Suite 250 Coppell, TX 75019
> — https://www.getyooz.com/contact-us · Our offices around the world, United States, checked 27 October 2026

**Australia** · No — Canada and Australia are not named as markets, though a Canadian customer story is published.

> 8840 Cypress Waters Blvd Suite 250 Coppell, TX 75019
> — https://www.getyooz.com/contact-us · Our offices around the world, United States, checked 27 October 2026

### Trying it, starting and getting help

**Free trial or free plan** · Partly — 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
> — https://www.getyooz.com/pricing · Free Trial card, third bullet, checked 27 October 2026

**Sign up without a sales call** · No — 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 financial operations.
> — https://www.getyooz.com/pricing · Savings calculator, closing paragraph, checked 27 October 2026

**Contract and cancelling** · Partly — 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.
> — https://www.getyooz.com/pricing · Try for free block, checked 27 October 2026

**Support** · Yes — 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.
> — https://www.getyooz.com/pricing · Unlimited assistance block, checked 27 October 2026

## Yooz alternatives

- [Stampli](https://tickmarkbooks.com/stampli) · Price on request: Procure-to-pay workspace for invoices, vendors, payments and card spend, with AI coding and routing.
- [Glean.ai](https://tickmarkbooks.com/glean-ai) · From $295 a month billed annually: Accounts payable automation with invoice-level vendor-spend intelligence.
- [Melio](https://tickmarkbooks.com/melio) · Free plan, then $25 a month: Bill pay and invoicing for US small businesses, with AI bill capture and QuickBooks, Xero and NetSuite sync.
- [Ottimate](https://tickmarkbooks.com/ottimate) · Price on request: AI invoice capture, coding and vendor payments that sync into your accounting system.
- [AvidXchange](https://tickmarkbooks.com/avidxchange) · Price on request: Automates supplier invoices, approvals and payments alongside the accounting software you already use.
- [MarginEdge](https://tickmarkbooks.com/marginedge) · From $350 a month: Restaurant back-office platform: invoice capture and coding, bill pay and daily food-cost reporting.
- [BILL](https://tickmarkbooks.com/bill) · Free plan, then $49 a seat a month: AP, AR and card spend on one platform, with AI agents that code bills and chase vendor W-9s.

4 of the 7 publish a price.

[All 7 alternatives](https://tickmarkbooks.com/yooz/alternatives/)

## Sources and changes

Last changed 27 October 2026

**Sources on getyooz.com** (10)

- https://www.getyooz.com/pricing, read 27 October 2026
- https://www.getyooz.com/solution-ap-automation, read 27 October 2026
- https://www.getyooz.com/erp, read 27 October 2026
- https://www.getyooz.com/product, read 27 October 2026
- https://www.getyooz.com/, read 27 October 2026
- https://www.getyooz.com/contact-us, read 27 October 2026
- https://www.getyooz.com/partners, read 27 October 2026
- https://www.getyooz.com/security, read 27 October 2026
- https://www.getyooz.com/solution-payment-automation, read 27 October 2026
- https://www.getyooz.com/support, read 27 October 2026

## Is this yours?

Claim Yooz: https://tickmarkbooks.com/claim/yooz

Report an error if a fact is wrong: hello@tickmarkbooks.com, subject "Report an error: Yooz (yooz)".
