Does Yooz train AI on customer data?

We could not find a published Yooz policy that says whether customer data is used to train AI models. Yooz's AI page says its finance AI is built and refined in-house, but neither that page, the security page nor the Yooz Inc. privacy policy says whether customer documents are used to train its models.

Does Yooz have SOC 2?

We could not find an official Yooz statement about a SOC 2 report.

Which accounting systems does Yooz integrate with?

Yooz documents integrations with QuickBooks Online, NetSuite, Sage Intacct and Microsoft Dynamics.

How much does Yooz cost?

Yooz does not publish prices; pricing is by quote.

What are alternatives to Yooz?

Other ap & invoices tools in this directory include AppZen, Auditoria.AI, AvidXchange, Basware and BILL.

Yooz

Yooz is accounts payable automation software. It captures supplier invoices and other documents, suggests GL coding and allocations, matches invoices to purchase orders, and routes them for approval and payment. It connects to a long list of accounting systems and ERPs and markets itself to industries such as auto dealerships, construction, hospitality and manufacturing, as well as to accounting firms' client accounting services (CAS) practices.

Last verified October 14, 2026. Vendor site: getyooz.com (opens in a new tab)

What the AI does

Captures and classifies documents in many formats and splits multi-document batches automatically (Smart Data Extraction and Smart Split)
Agentic AI Allocation applies GL and analytical allocations to invoice lines when confidence is high, and otherwise recommends them or leaves them to the finance team
Line-level PO matching that compares invoice lines with purchase orders and surfaces exceptions for review
YoozProtect / Smart Fake Detection flags possibly altered or fake documents, unusual amounts and duplicates, and a generative AI fraud feature explains why an invoice was flagged before payment
Vendor statement reconciliation and an AI assistant that answers natural-language questions about data in Yooz

Summarized from getyooz.com.

Facts, checked against the source

Category: AP & invoicesSource: getyooz.com (opens in a new tab)
Built for: CPA firmsSource: getyooz.com (opens in a new tab)
Ledger integrations: QuickBooks Online, NetSuite, Sage Intacct, Microsoft DynamicsAlso documents: QuickBooks Desktop, Acumatica, Procede, CDK, Karmak, Tekion.Source: getyooz.com (opens in a new tab)
Pricing: Not publishedThe vendor does not list prices publicly; pricing is by quote or sales contact.
Free plan: NoThe vendor's pricing shows no free plan.Source: getyooz.com (opens in a new tab)
SOC 2: UnconfirmedWe could not find an official statement either way.
Trains on customer data: UnconfirmedYooz's AI page says its finance AI is built and refined in-house, but neither that page, the security page nor the Yooz Inc. privacy policy says whether customer documents are used to train its models.
Human review: ConfigurableYooz says its workflow rules govern what the AI may do and that approvals can be sequential, parallel or no-touch. Allocations are applied automatically only when confidence is high, and other items go to the finance team. The site does not say whether customers can change the confidence thresholds.Source: getyooz.com (opens in a new tab)
Company: Founded 2010Source: getyooz.com (opens in a new tab)
Funding: Unconfirmed

Checked against the linked official source on the date shown.
Unconfirmed: we could not find an official statement.

Yooz pricing: plans, fees and trial terms

Sources

Official pages read for this listing on October 14, 2026. Vendors change their sites; if a page no longer says what we report, tell us and we will recheck it.

No changes logged since this listing was published. Changes and corrections are recorded in the changelog.

Yooz questions

Does Yooz train AI on customer data?: We could not find a published Yooz policy that says whether customer data is used to train AI models. Yooz's AI page says its finance AI is built and refined in-house, but neither that page, the security page nor the Yooz Inc. privacy policy says whether customer documents are used to train its models.
Does Yooz have SOC 2?: We could not find an official Yooz statement about a SOC 2 report.
Which accounting systems does Yooz integrate with?: Yooz documents integrations with QuickBooks Online, NetSuite, Sage Intacct and Microsoft Dynamics.
How much does Yooz cost?: Yooz does not publish prices; pricing is by quote.
What are alternatives to Yooz?: Other ap & invoices tools in this directory include AppZen, Auditoria.AI, AvidXchange, Basware and BILL.