Yooz and CDK Close the Loop on Dealership Finance Automation

DALLAS, TX – January 29, 2026 – Cloud-based automation provider Yooz has announced a pivotal integration with CDK Global, delivered through the Fortellis Marketplace, that promises to eliminate one of the most persistent manual tasks in automotive dealership finance. The launch of the CDK Payment Remittance Beta closes a critical gap in the purchase-to-pay (P2P) process, enabling payment and remittance details to sync automatically from Yooz directly into a dealer’s CDK Accounting system.

For years, the final step of marking an invoice as paid remained a stubborn manual holdout in an otherwise increasingly automated environment. This new capability completes the digital workflow, moving dealerships closer to a fully touchless, and far more secure, financial operation.

Tackling the Manual Burden in Dealership Back Offices

Automotive dealerships are complex businesses, managing high volumes of transactions that extend far beyond vehicle sales. The service and parts departments alone generate a relentless stream of invoices from countless vendors, creating a significant administrative load. Historically, managing this accounts payable (AP) process has been a manual, paper-heavy endeavor fraught with inefficiencies and risk.

Research shows that manual invoice processing and paper check payments are not just slow, but costly, with each paper check costing a business between $3 and $20 to issue and process. Furthermore, these traditional methods are prime targets for fraud. Before this integration, even dealerships using Yooz for AP automation faced a final manual hurdle. While the platform could digitize invoices and route them for approval, posting them to CDK’s system was only half the battle. The crucial final step—updating the invoice status to “paid” after payment was issued—required a finance team member to manually re-enter data into CDK Accounting. This not only consumed valuable staff hours but also created opportunities for keystroke errors, introduced delays in financial reporting, and left gaps in the audit trail.

This disconnect meant that a dealer’s primary accounting system of record was never truly up-to-date in real time, forcing staff to toggle between systems to confirm payment status and creating extra work during month-end closing and audit preparations.

A Seamless Workflow Through the Fortellis Ecosystem

The new integration directly addresses this long-standing challenge by “finishing the loop for dealers,” as Pam Cichoke, Head of YoozPay Sales at Yooz, described it. By leveraging CDK’s certified Accounting Post Vendor Payments API, the platform can now complete the full purchase-to-pay workflow automatically.

When a payment is executed in Yooz, the integration instantly communicates that status back to CDK Accounting, updating the corresponding invoice record without any human intervention. This eliminates thousands of manual keystrokes, ensures data consistency across platforms, and provides dealership leadership with end-to-end visibility from invoice receipt to final payment reconciliation, all within a single, cohesive workflow.

The practical benefits are already being realized by early adopters in the beta program. “Having payment status updated directly in CDK removes a step our team used to handle manually every day,” said Patsy Price, Director of Operations at Peterson Auto Group. “It’s a cleaner more complete workflow, and it helps us keep records complete and audit-ready without extra follow-up.”

This real-world feedback underscores the immediate impact of closing the automation gap. Finance teams are freed from tedious, repetitive data entry, allowing them to focus on more strategic activities like cash flow analysis and vendor management.

Beyond Efficiency: Fortifying Financial Controls and Audit Trails

While the time savings are significant, the strategic value of a fully automated P2P cycle extends deep into financial governance and security. A closed-loop system creates a complete, unalterable digital audit trail for every transaction. This end-to-end record-keeping is invaluable for internal controls and dramatically simplifies audit preparations. Auditors can easily trace an invoice from its initial capture through approval, payment, and final reconciliation within the core accounting system, reducing compliance risks.

This integration also amplifies the power of Yooz’s AI-driven platform, which is built to deliver what the company calls Lean Financial Operations™. The platform's AI is trained on over 300 million documents to intelligently capture invoice data, detect duplicates, and flag potential fraud. By receiving confirmation that an invoice has been successfully posted and paid in the dealer’s primary ERP, the system gains a more complete dataset, further enhancing its ability to identify anomalies and strengthen fraud prevention measures over time.

For dealership CFOs and controllers, this translates into stronger financial controls, reduced risk of payment errors and fraud, and greater confidence in the accuracy of their financial data. It transforms the AP function from a reactive, transaction-processing cost center into a proactive, data-rich component of the dealership’s financial strategy.

A Testament to Platform-Driven Automotive Innovation

This integration is more than just a partnership between two vendors; it is a powerful illustration of the automotive industry’s broader shift toward an interconnected, platform-based technology model. The Fortellis Marketplace, acting as the central hub, is proving to be a critical enabler of this transformation.

Launched by CDK in 2018, Fortellis has evolved into a sprawling automotive commerce exchange. It now facilitates over 6.7 billion API transactions annually across more than 82,000 dealer integrations. With over 425 applications available in its marketplace, it provides a standardized, secure framework for third-party developers, OEMs, and dealers to connect and innovate.

By offering open APIs and a clear path to market, Fortellis allows specialized solution providers like Yooz to seamlessly integrate with a dealer's core DMS, creating value that would be difficult to achieve through bespoke, one-off development projects. This ecosystem approach accelerates the pace of innovation, giving dealers access to best-in-class tools that address specific operational pain points without having to replace their foundational systems.

The CDK Payment Remittance Beta is currently available to select Yooz customers, with broader availability planned to follow the successful completion of the beta period. Dealers interested in learning more about the integration can visit Yooz at the 2026 NADA Show at Booth 7237N, where the company will be showcasing the new capabilities that are setting a new standard for financial operations in the automotive retail sector.