Chartered accountant Yooz

Yooz: Master the "Procure-to-Pay" channel#

For SMEs, ETIs and associations with significant purchasing volumes or a complex validation process (approval circuits), simple parts management becomes a nightmare. Yooz is the cloud dematerialization platform specialized in processing these incoming invoices.

The life cycle of an invoice on Yooz#

1. Intelligent multi-channel capture: Yooz AI automatically collects your invoices (email, EDI supplier portal, scan). It immediately recognizes the amounts, the date, the VAT and extracts the IBAN to create the supplier.
2. Customizable approval circuit (workflow): The IT equipment invoice goes to the IT department for validation (via smartphone or PC). The rent bill goes to management. You decide the rules (according to the amount, the project or the cost center).
3. Payment and Legal Archiving: Once validated by those responsible, the payment (SEPA file) is generated in one click. The digital original is stored and becomes enforceable.

The Yooz / Accounting Expertise link#

The Yooz architecture is often "connected" upstream of the firm's accounting software (Cegid, Sage, etc.). At Hayot Expertise, we support our large clients in implementing the Yooz solution:

• Configuration of the chart of accounts, analytical sections and imputation rules in the platform.
• Configuration of the API/Exports connection so that validated invoices come directly to our production tools without re-entry.
• Accelerated end-of-month review mission, since each invoice recorded has its digitized visual attached in the writing.

Immediate benefits#

• Divide the administrative processing cost of an invoice in half.
• Accelerate the year-end closing cycle (Fast Close).
• Control documentary fraud: fraudulent IBAN or double billing alerts.

Opt for industrial efficiency in your purchases.

The real subject is not OCR. The genuine value sits in how the purchasing process is organised, all the way through to payment. A capture engine that reads amounts, dates and VAT is only the visible surface; what determines whether the tool speeds you up or slows you down is the design of the approval circuits, the clarity of responsibilities, and the quality of the accounting integration.

A poorly designed workflow adds friction instead of removing it. At Hayot Expertise, an accounting firm based in Paris 8, we define validation circuits that fit the size and the everyday reality of your company rather than imposing a generic template. We also make sure that accounting receives clean data: correct allocation, properly handled VAT, and meaningful reconciliation between orders, deliveries and invoices when that matching makes sense in your organisation.

Several links must be cabled with care before you rely on the platform:

• ERP, accounting software and supplier master data: we check that the tools are aligned so that inconsistent allocations do not creep in.
• Orders, receipts and invoices: the three-way match across the purchase cycle is framed only where it genuinely fits your operations.
• VAT, analytical accounting and cost centres: the data flowing back must be usable from the very moment of bookkeeping, not reworked afterwards.
• Processing indicators: average lead time, blocked invoices, amounts awaiting approval and audit-trail quality feed management decisions as much as compliance.

Yooz delivers the most value for structured SMEs that already handle a significant volume of supplier invoices, for multi-site businesses with several approvers who want responsibilities clarified, and for finance teams that need to shorten processing times while securing the audit trail. Even without a very complex ERP, a company that juggles real volume or multiple validation levels can gain a lot.

Technology does not repair a badly defined purchasing process. You first have to settle who validates what, and when. An invoice without business context stays hard to allocate even after it has been captured automatically, and the absence of any follow-up on blocked items quickly cancels the expected gains on lead time. Treating Yooz as a mere invoice vault sharply limits its usefulness for finance and accounting.

We map your current purchasing cycle, configure the validation circuits and documentary rules to limit needless blockages, connect the platform to your accounting environment so data flows cleanly through to closing, then track the indicators that matter and adjust workflows that prove too heavy or too permissive.