Case Study: Incubator Finance Inc. achieves scalable client growth and AP productivity with Yooz

IFI Professionals Chooses to Partner with AP Automation Provider Yooz to Drive Growth and Productivity with Multiple Customers

Incubator Finance Inc. (operating as IFI Professionals) needed a robust, easy-to-implement accounts payable automation platform that could be fully customized for different client workflows and seamlessly integrate with Sage Intacct ERP. After evaluating options, they chose Yooz’s cloud AP automation solution because it allowed XML/API customization, additional functionality, and straightforward deployment across varied client environments.

Yooz delivered a cloud-based AP automation system with flexible XML/script customization and complex approval-flow capabilities, enabling Incubator Finance Inc.’s distributed team across 18 states to keep AP processes moving remotely. The Yooz implementation removed manual sign-off bottlenecks, helped clients scale and grow, freed staff to focus on higher-value work like data analysis and predictive reporting, and has been a successful partnership for over four years.

Incubator Finance Inc.

Kristina Costello

Director of Implementation