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OPT Business Services and Yooz AP Automation Join Hands to Expand Integration


Hands shaking in partnership

An existing customer approached us with a request: They loved the capabilities of Yooz for AP Automation but found themselves investing significant time manually inputting the results into their ERP as there was not an established integration. As automation and integration is our bailiwick, OPT was more than happy to bridge the gap. Using OxyGen, our latest BPM tool, we integrated Yooz with their ERP, eliminating manual entries, and optimizing their workflow.


Since then, we have encountered many of our ERP customers looking for AP Automation and have recommended Yooz, integrated with their ERP using OxyGen, and our customers couldn’t be happier. A Partnership seemed the next logical step and we are thrilled to be collaborating with Yooz and recommending their solution.


Why AP Automation Integration Matters

For businesses, managing a multitude of tasks - from customer notifications to vendor interactions - is part of the daily routine. While the industry has seen a myriad of technological advancements, there's been a growing need for seamless data flow and automation, especially in the realms of accounts payable (AP) and accounting. This is where Yooz AP automation comes into play.


Yooz offers a powerful AP automation solution, which significantly streamlines AP invoice processing and payment operations. Integration of such a tool with an organization’s ERP can amplify operational efficiencies by reducing processing time and costs.


OPT's Innovative Offering

OPT Business Services has always been at the forefront of providing innovative, custom automation solutions. Recognizing the potential of Yooz AP automation, we have embarked on a journey to use OxyGen, our new BPM solution, to integrate this powerful AP tool with ERP systems that Yooz does not natively support. Yooz has an impressive number of native integrations out of the box, but we are here to help increase their footprint of ERPs they support quickly and efficiently. The result? A seamless, efficient, and more robust system that addresses both common and complex challenges faced by security businesses.


Features of the Integration:

  1. Real-time Data Access: Through OxyGen's advanced capabilities, businesses can access AP data in real-time. This paves the way for swifter decision-making and enhanced cash flow management.

  2. ERP-Yooz Synchronization: Seamlessly integrates key components such as GL accounts, vendors, customers, analytics, purchase orders, items, and tax profiles from the ERP to Yooz.

  3. Approval Workflow: Any approval workflows in Yooz are relayed back to the ERP, signaling that the transaction is green-lit and ready for payment.

  4. Payment Handling with YoozPay: Businesses can process and pay vendors via YoozPay, which then gets automatically updated in the ERP.

  5. Synchronize by receipts: Offers a 3 way match of reconciled parts receipts which updates the inventory and jobs.

Diagram of Yooz AP Automation ERP Integration

The Future of Business Operations

The collaboration between OPT Business Services and Yooz signifies a pivotal step towards modernizing back-end operations. While technologies are rapidly evolving, it's essential that the business processes supporting them are equally agile and advanced.


Tricia Cate, Channel Partner Manager at OPT, is very excited about this collaboration: “This partnership is a perfect fit. Our ERP customers need advanced AP Automation, and we are very pleased with Yooz’s platform. Automation is OPT’s core focus and Yooz is a wonderful addition to the solutions we offer our customers. What makes this a stellar partnership is that if Yooz has prospects or customers needing integration they don’t currently support, we can quickly connect the systems and increase the effectiveness of their solution.”


This partnership doesn't just streamline operations; it revolutionizes them. Businesses can now focus on their core operations, knowing their financial processes are automated, integrated, and efficient. With this in place, organizations are poised to not just respond to today's challenges but also to anticipate tomorrow's needs.


"Aligning our two organizations brings to market leading technologies that harness AI/OCR capabilities. This provides clients the automation and agility needed to meet growth objectives, while eliminating hurdles faced with manual processes and delayed approvals leading to penalties and late fees."
- Jennifer Andreas, NORAM Head of Channel Partnerships

About OPT Business Services:

OPT Business Services started as a focused consulting firm. Over time, it has grown to address the evolving challenges of the security sector. With a deep understanding of the industry and a drive to provide solutions, OPT offers services from real-time dashboards to custom modules. The primary aim is to help businesses harness their data to improve operations, customer relations, and profitability. As the security landscape changes, OPT remains responsive to its demands.


Recognizing a gap in comprehensive automation tools for small to medium-sized businesses, OPT Business Services developed 'OxyGen'. This tool is now managed by a new entity, O2 Intelligent Automation Solutions, LLC. While OPT continues to leverage OxyGen for its advanced solutions, O2 Intelligent Automation Solutions aims to extend OxyGen's benefits across various industries.


Please visit https://optbusinessservices.com and https://www.oxygenbpm.com for more information.


About Yooz

Yooz provides the smartest, most powerful and easiest-to-use cloud-based Purchase-to-Pay (P2P) automation solution. It delivers unmatched savings, speed and security with affordable zero-risk subscriptions to more than 4,000 customers and 200,000 users worldwide.


Yooz’s unique solution leverages Artificial Intelligence and RPA technologies to deliver an amazing level of automation with extreme simplicity, traceability and end-to-end customizable features. It integrates seamlessly with more than 250 financial systems, exceeding any other solution on the market.


Yooz is a fast-growing, award-winning, SaaS innovator that is the perfect fit for mid-size organizations across all sectors. It has been recognized as a Great Place to Work®, 10 Best Cloud Solution Provider by Industry Era, Best of SaaS Showplace (BoSS) by THINKstrategies, Top 10 Accounting Solution Provider by CFO Tech Outlook, and Top 50 Company to Watch by Spend Matters.


Yooz North America is headquartered in the Dallas, Texas metropolitan area with global offices in Europe. Visit us on www.getyooz.com

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