The State of Automation in Finance
94% of organizations are taking action to minimize the impact of inflation on the bottom line, but not necessarily the same actions that have historically been taken.
In the 3rd edition of their annual international report, Yooz delivers an exclusive analysis of the current state of automation and the finance function based on a survey of over 1,500 financial decision makers in 9 countries.
See where you stand globally amongst other financial leaders on topics including this year’s top AP priorities, what skills are crucial for the modern-day CFO to embody, and top technology investments for transforming the finance function in 2023.
Yoozing The Yooz Rising Platform
We know you're busy so we'll keep it quick and to the point!
In this product demonstration by one of our AP automation specialists, you will see first-hand how you can achieve hands-free invoice processing with our complete end-to-end solution that uniquely leverages AI to deliver an amazing level of automation in the most intuitive experience on the market.
In this live demo, we will cover:
- High level refresh of AP Automation Best Practices.
- Demonstration of the Yooz platform featuring live configuration and real-case electronic invoice processing.
- Q&A.
Eliminate Month-end Chaos with AP Automation for Multi-location Businesses
One location or many locations, cutting-edge Purchase-to-Payment (P2P) automation is a game changer. Streamline month-end processes with the most powerful Accounts Payable (AP) automation software. Eliminate stacks of paper and create one source of truth for your AP department. Gone are the days of missing invoices, mailing packets to headquarters, and chasing down approvals.
In this demo, our AP automation expert will give you an exclusive look into the Yooz platform to see firsthand how it can impact your organization at multiple locations.
In this live demo, we will cover:
- High-level refresh of AP Automation Best Practices.
- Demonstration of the Yooz Platform.
- Multi-location benefits in the Yooz Platform.
- Q&A.
2024 Yooz Survey: AI in the Workplace
In a world where apprehensions about artificial intelligence (AI) are high, it's time to shift the narrative. While negative news stories dominate headlines, the transformative potential of AI remains unparalleled. At Yooz, we believe in unlocking the power of AI to drive innovation and efficiency in finance and operations with the most powerful P2P solution, and our latest survey sheds light on how we can overcome the barriers to adoption.
The 2024 Yooz Survey: AI in the Workplace, conducted with Pollfish, surveyed 600 U.S. professionals. The findings revealed a landscape of apprehension overshadowing the potential benefits of AI. From fears of job displacement to concerns about biased decision-making, the survey underscored the challenges hindering the widespread adoption of AI across industries, particularly in finance and operations.
Unleash the Power of AP Automation: Building an Agile, Scalable Future
A global pandemic, rising inflation, looming recession, supply chain disruptions, hiring shortages, etc. It’s hard to tell what awaits us next but by creating an agile and scalable AP process you can take comfort in knowing your P2P invoices and payments are resilient and future-proof.
Join your guide, Yooz AP automation expert Cody Manning, and Mark Brousseau, President at Brousseau & Associates, for a wild ride to discover how complete Cloud-based AP automation is the king of the jungle for a fast, powerful, and smart process ready to take on what’s next.
Friend or Foe? The CFO’s Relationship with AI
Join this discussion hosted by Yooz and Controllers Council as finance leaders break down the ever-changing world of finance and accounting in 2023. Panelists will dive into the evolving role of the CFO and what is essential for progress in the modern accounting industry. Topics will highlight crucial skills for success, workplace changes, and AI’s role in the future of Accounts Payable (AP).
Join the discussion on:
- How has the CFO’s role evolved and is still evolving?
- Changes in the finance function – What does it mean for employees?
- AI in accounting - How CFOs can improve AP departments.
Change Management and Automation: Gaining Buy-in and Smoothly Implementing Change in Your Workforce
Your guide on how effective change management techniques can make the transition to automation seamless.
If there is resistance at any level of an organization looking to automate, implementing new or upgrading existing processes can feel like an impossible mission. Check out this whitepaper, co-authored with IOFM, to discover how implementing change management techniques can make automation adoption as seamless and beneficial as possible.
End-to-End AP Automation Software Evaluation Guide
Your guide to understanding the benefits of end-to-end automation software and tips to help you find the perfect software partner.
Making a change to Accounts Payable processes can seem intimidating. There are countless solutions out there and picking the wrong one could leave your team in a worse place than where they started. Knowing what to prepare and how to engage in useful discussions both internally and with software vendors is essential to finding the perfect match for your organization. But where do you start?
This guide is designed to give you a head start on your evaluation journey with resources to help you research, evaluate, and eventually partner with an invoice-to-pay automation provider that will set up your finance team for long-term success.
Internal I-9 Audit Guide + Checklist
As penalties for Form I-9 errors continue to rise, it’s more critical than ever to ensure your I-9 process is compliant with USCIS regulations. That’s why we’ve collaborated with employment law experts to bring you an essential two-part guide for conducting an internal audit in 2024.
Download our free guide and checklists to:
- Learn the three-step process for ensuring error-free and compliant I-9s
- Identify common errors and how to correct them
- Optimize your I-9 process to mitigate future risks
- Access printable checklists to streamline your audit process
- Don’t risk costly fines and penalties – download our guide now and take control of your I-9 compliance!
The Ultimate Guide To I-9 Compliance
You’ve got I-9 questions, we’ve got answers- straight from the experts. Get the compliance clarity you need with WorkBright’s ultimate guide to I-9 compliance. Struggling to find the I-9 answers you need? We hear you. Ensuring compliance has never been more important… or more confusing We’ve compiled the answers to your specific Form I-9 questions. From remote I-9 inspection to creating a squeaky-clean audit trail, we cover it all. This guide is jam-packed with answers to over 40 questions submitted from HR and recruiting professionals looking to gain clarity on compliance.
Get answers to your questions:
- Can an I-9 be completed remotely?
- How do I verify I-9 for remote employees?
- How often do you need to reverify an I-9?
- Who can be an authorized representative for Form I-9?
Software To Combat Time Theft
Time theft can quietly cost companies in all industries significant amounts of money by employees clocking in for others, extending breaks or inflating timesheets. Without solutions like TimeTrex and diligent oversight, this issue can persist, undetected, draining profits. Combating time theft is crucial for both payroll precision and overall operational effectiveness.
Internal I-9 Audit Guide + Checklist
As penalties for Form I-9 errors continue to rise, it’s more critical than ever to ensure your I-9 process is compliant with USCIS regulations. That’s why we’ve collaborated with employment law experts to bring you an essential two-part guide for conducting an internal audit in 2024.
Download our free guide and checklists to:
- Learn the three-step process for ensuring error-free and compliant I-9s
- Identify common errors and how to correct them
- Optimize your I-9 process to mitigate future risks
- Access printable checklists to streamline your audit process
- Don’t risk costly fines and penalties – download our guide now and take control of your I-9 compliance!
The Ultimate Guide To I-9 Compliance
You’ve got I-9 questions, we’ve got answers- straight from the experts. Get the compliance clarity you need with WorkBright’s ultimate guide to I-9 compliance. Struggling to find the I-9 answers you need? We hear you. Ensuring compliance has never been more important… or more confusing We’ve compiled the answers to your specific Form I-9 questions. From remote I-9 inspection to creating a squeaky-clean audit trail, we cover it all. This guide is jam-packed with answers to over 40 questions submitted from HR and recruiting professionals looking to gain clarity on compliance.
Get answers to your questions:
- Can an I-9 be completed remotely?
- How do I verify I-9 for remote employees?
- How often do you need to reverify an I-9?
- Who can be an authorized representative for Form I-9?
Software To Combat Time Theft
Time theft can quietly cost companies in all industries significant amounts of money by employees clocking in for others, extending breaks or inflating timesheets. Without solutions like TimeTrex and diligent oversight, this issue can persist, undetected, draining profits. Combating time theft is crucial for both payroll precision and overall operational effectiveness.
Preventing Workplace Violence Training Demo
By June 30, 2024, California employers must put in place a workplace violence prevention plan and provide workplace violence prevention training to employees. Employers in other states can face enforcement action from OSHA or tort liability for failing to take steps to prevent workplace violence.
View our on-demand demo of Traliant’s new Preventing Workplace Violence training course, which meets the requirements of California’s new workplace violence prevention law. The session is led by Elissa Rossi, Vice President of Compliance Services at Traliant, lawyer and former Assistant Attorney General of New York and Bailey Whitsitt, Corporate Counsel at Traliant. Elissa and Bailey will take participants through the interactive course content, discuss employer obligations under California law and review duties employers nationwide have to prevent workplace violence.
The 60-minute on-demand webinar demonstration will:
- Take participants through the interactive course content.
- Risk factors and warning signs of potential violence.
- Reporting workplace violence.
- Review of the required workplace violence plan.
- De-escalation techniques.
- How employees can protect themselves and others during a violent incident.
- Discuss employer training obligations under CA law and what content must be included.
- Address the importance of workplace violence training for employers nationwide (nearly 1/3 of employees have not received workplace violence training).
