With budgets shrinking, fraud rising, and innovation now critical for CFOs, fintech pioneer Yooz today unveiled Lean Financial Operations™–a CFO-first operating model that turns back-office bottlenecks into real-time growth levers by eliminating waste and stopping invoice fraud before payment. Powered by Yooz’s 15-plus years of innovation trained on more than 300 million finance documents, it delivers the highest return on automation, 90%-plus error reduction, markedly faster invoice-cycle times, instant cash visibility and the agility to scale–without ripping out existing ERP systems.

“Today’s most innovative CFOs are no longer gatekeepers of cost; they’re architects of growth,” said Laurent Charpentier, CEO, Yooz. “Lean Financial Operations™ equips them with the power and agility to do more–attack waste, defeat fraud, and propel the business forward in real time. By uniting AI-driven document processing, a drag-and-drop workflow engine, on-demand transparency, and ironclad security, we help finance teams work faster, simpler, safer, and deeper so they can lead the next chapter of business expansion with absolute confidence.”

Pressure on finance chiefs has never been higher: 49% of C-suite leaders plan budget cuts this year, even as payment-fraud attempts hit 79% of organizations. This pain is most acutely felt in high-transaction sectors–such as automotive, heavy trucking, and construction–where duplicate invoices, fraudulent POs and tariff-related surcharges are accelerating.

Against this backdrop, Lean Financial Operations™ arrives as a blueprint for turning cost control, risk mitigation, and digital transformation into a single, integrated motion–precisely the convergence ambitious CFOs say they need to steer their companies through inflation, tariff uncertainty, and talent shortages while still seizing new growth opportunities.

Yooz’s Lean Financial Operations™ methodology is anchored in four complementary capabilities–Expert AI Knowledge, a Powerful Workflow Engine, Operational Transparency, and Secure Financial Operations–that together deliver finance processes that accelerate growth while fighting waste and fraud. Each pillar is powered by AI that Yooz has refined over more than a decade–long before today’s hype–and packaged for rapid deployment so finance teams gain maximum return on automation, infinite scalability, world-class AP security, and the easiest, most transparent management experience on the market.

Early adopters are already seeing the impact. WKI Kenworth, a Kansas-based dealership for medium- and heavy-duty trucks, cut invoice errors by over 90% while onboarding 250 employees with zero complaints, freeing an accountant who once chased 4,000 invoices a month to focus on higher-value analysis. 

“CFOs are being asked to cut costs, improve controls, and still find money for innovation. That’s a tough ask, and most legacy back-office systems can’t deliver,” said Kevin Permenter, Senior Research Analyst at IDC. “Yooz’s Lean Financial Operations framework uses AI-driven document intelligence and adaptive workflows to give finance leaders clearer visibility into cash, quicker fraud detection, and the ability to turn finance into a driver of competitive advantage.”

Finance leaders can examine the framework in greater detail through Yooz’s Journey to Lean Financial Operations™ guide along with a product overview to learn how it can be applied to their organization. To learn more, visit www.getyooz.com.