Yooz AI-powered platform helps CFOs automate finance, fight fraud, and gain deeper insights
With budgets tightening, fraud on the rise, and innovation more critical than ever, fintech pioneer Yooz unveiled Lean Financial Operations a CFO-first operating model designed to transform back-office bottlenecks into real-time growth levers. By eliminating waste and stopping invoice fraud before payment, Yooz empowers finance leaders to work faster, smarter, and safer. Built on over 15 years of innovation and trained on more than 300 million finance documents, the platform delivers unmatched automation returns, over 90% error reduction, faster invoice cycles, instant cash visibility, and the agility to scale all without replacing existing ERP systems.
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“Today’s most innovative CFOs are no longer gatekeepers of cost; they’re architects of growth,” said Laurent Charpentier, CEO of Yooz. “Lean Financial Operations equips them with the power and agility to do more—eliminate waste, prevent fraud, and propel the business forward in real time. By combining AI-driven document processing, a drag-and-drop workflow engine, on-demand transparency, and robust security, we help finance teams work faster, simpler, safer, and deeper, enabling them to lead their companies confidently into the next chapter of growth.”
Pressure on finance leaders has never been higher. Nearly half of C-suite executives plan budget cuts this year, even as 79% of organizations face rising payment-fraud attempts. Industries with high transaction volumes, such as automotive, heavy trucking, and construction, feel this strain most acutely, with duplicate invoices, fraudulent POs, and tariff-related surcharges compounding operational challenges. Against this backdrop, Lean Financial Operations offers a blueprint for integrating cost control, risk mitigation, and digital transformation into a single, cohesive strategy helping ambitious CFOs navigate inflation, tariff uncertainty, and talent shortages while seizing new growth opportunities.
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The methodology is anchored in four core capabilities: Expert AI Knowledge, a Powerful Workflow Engine, Operational Transparency, and Secure Financial Operations. Together, these pillars enable finance teams to accelerate processes, reduce errors, fight fraud, and scale operations with ease. Refined over more than a decade, Yooz’s AI-driven platform is designed for rapid deployment, maximizing returns on automation while delivering world-class AP security and the easiest, most transparent management experience in the market.
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Early adopters are already seeing real impact. For example, WKI Kenworth, a Kansas-based dealership for medium- and heavy-duty trucks, cut invoice errors by more than 90% and smoothly onboarded 250 employees without a single complaint. This newfound efficiency allowed an accountant, who once handled 4,000 invoices a month, to focus on more strategic, high-value financial analysis.
“CFOs are being asked to cut costs, improve controls, and still fund innovation—a challenging task for most legacy back-office systems,” said Kevin Permenter, Senior Research Analyst at IDC. “Yooz’s Lean Financial Operations framework leverages AI-driven document intelligence and adaptive workflows to give finance leaders clearer visibility into cash, faster fraud detection, and the ability to turn finance into a driver of competitive advantage.”
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