Case Study: Geller Achieves Faster, More Accurate Accounts Payable with Yooz

Geller Chooses Yooz to Power Account Payable

Geller & Company, a New York City financial services firm, needed a better way to manage accounts payable. Their manual invoice process involved multiple touchpoints, including mailbox handling, sorting, coding, and chasing more than 150 non-accounting approvers, which led to errors, slow approvals, and wasted time. Geller chose Yooz to replace its manual AP workflow and integrate with Sage Intacct.

With Yooz, Geller implemented AI-powered invoice capture and verification, customizable approval workflows, mobile approvals, and seamless Sage Intacct integration. The result was “no touch invoice processing,” faster invoice approvals, fewer errors, and improved visibility into AP performance through Yooz Reports and the Excel add-in.

Geller

Nick Sunjka

Project Manager