Case Study: Marie-Madeleine Lochet achieves greater efficiency and client growth with Yooz AP automation

Marie-Madeleine Lochet - Customer Case Study

Marie-Madeleine Lochet, CPA CA, is a professional accounting services consultant who helps small businesses grow but faced challenges around inefficient invoice and payment processing, varied client ERPs, and limited client insight into payables. To make her practice more technological and help clients be more efficient, she adopted Yooz’s AP automation solution across MMCA.

Using Yooz AP automation, Lochet automated invoice capture with AI, mobile approvals, reporting, and seamless integration with 200+ ERPs (including Sage 50), which reduced the time spent on invoice and payment processing and improved data accuracy. As a result, Yooz enabled her to lower client fees without cutting revenue—growing her practice through referrals—while clients gained better financial visibility, freed time for strategic work, and scaled operations more easily.

Marie-Madeleine Lochet

Marie-Madeleine Lochet

Professional Accounting Services Consultant