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Sage X3 AP Automation Partner Yooz

Written by Gina Valenti | Oct 14, 2024 2:04:20 PM

 

CPiO has recently partnered with Yooz, to provide a powerful AP automation tool that can be integrated into Sage X3. The cloud-based e-invoicing and purchase-to-pay (P2P) automation solution will provide CPiO customers with increased visibility and real-time data that is instantly updated between the two software platforms. It is a one-stop shop providing the best automation solution for Sage X3 users.   

Why Automate Accounts Payable?

Statistics show that manual costs, lack of visibility, late payments, and long cycle times can cause businesses many pain points. Processing invoices typically takes 22 to 35 days, while manual costs can be high to archive, and a lack of visibility can result in 3.5% errors in payments, research shows. Further challenges can be seen in late invoicing and those invoices that are paid late, often resulting in additional fees. Now is the time to say goodbye to wasted time managing invoices.

Discussing the best partners for AP Automation, Rebecca Bradley, Commercial Director at CPiO, explains, "We chose Yooz because they can provide the ultimate solution for our Sage X3 customers. We know it can avoid the costs of late payments and can boost efficiency and accuracy, ensuring invoices are paid on time. Some of our large Sage X3 customers will require complete traceability, especially our manufacturing, wholesale, and distribution industries." 

The benefits of Yooz and Sage X3 connector: 

  • Sage X3 reference data synchronised in Yooz
  • Yooz accounting entries generated in Sage X3  
  • Yooz payment orders generated in Sage X3  
  • Sage X3 payment status and accounting document numbers are updated in Yooz  

Moreover, customisable reporting templates will help facilitate streamlined reporting processes and ensure access to timely, accurate, and actionable information. Yooz can help reduce the costs involved when processing invoices and help you to fully comply with fraud-free documents, all stored in the cloud for increased security. 

Being in the cloud, you can be sure that the automation can happen on any device, and you can approve invoices anywhere and anytime. Yooz also offers a service that allows users to purchase top-ups and pay utility bills from their phones for free. It will also enable suppliers to submit invoices electronically, eliminating paper to reduce manual tasks.

Yooz also offers a true accounting solution that can be customised, which will be perfect for Sage X3 users that require tailored workflows, templates, and user interfaces that need to adapt to complex demands. Furthermore, flexibility in configuration allows you to personalise the automation solution to match your organisation's specific needs, preferences, and industry regulations. This ensures that Yooz aligns closely with your existing workflows and can accommodate changes and updates as your business evolves.   

“When delving into the features and benefits of Yooz, we particularly chose this partner to work with because they can offer the best AP automation and best integration for our Sage X3 customers. We have many customers using Sage X3, and those large companies will benefit from being able to use this purchase to pay automation.  Because Yooz offers a reliable cloud-based accounts payable automation solution, we found this to be the best offering for our business. We are looking forward to introducing our customers to the full capabilities of the accounts payable cycle, from invoice approvals to vendor communications." Rebecca Bradley concludes. 

Choosing the right Yooz Partner is very important, CPiO has the expertise to provide a step-by-step demonstration of how it integrates with Sage solutions. As one of Sage's longest-standing partners, CPiO can offer the best services and software solutions to UK businesses.

Book your personalised demo

Yooz for Sage X3, for all information about the new AP automation tool. You can also view the Sage X3 Yooz infographic to see the full benefits of the software for Sage X3 users.

Ready to see Yooz and Sage X3 in action? Contact us to book your demo.