Reducing Human Error in the Back Office with Bobby Green | 2024 NADA Show

February 3, 2024
In this episode, Kyle Mountsier and Paul J Daly sit down with Bobby Green, an Account Executive at Yooz
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In this episode, Kyle Mountsier and Paul J Daly sit down with Bobby Green, an Account Executive at Yooz, to explore his fascinating journey in the automotive industry. From his initial days at Mercedes-Benz to a dynamic shift into the world of AP automation with Yooz, Bobby shares his insights and experiences. He discusses how Yooz is transforming the back-office operations of auto dealerships by automating the accounts payable process, thereby saving time and reducing human error. Bobby highlights the challenge of introducing new technology to dealerships, particularly in areas like accounting where traditional methods have prevailed. He emphasizes the importance of demonstrating how such technological advancements can enhance work-life balance and efficiency. Bobby's enthusiasm for improving the backend processes in the automotive industry is palpable, making this episode a must-listen for those interested in the intersection of auto retail and innovative technology.

0:00 - Intro

0:18 - Bobby's background in the automotive industry

0:56 - Transition from retail to Yooz and the impact of lifestyle changes

1:21 - The significance of data and technology in today's auto industry

2:24 - The practical implementation of Yooz's AP automation in dealerships

3:08 - The immediate benefits of AP automation for dealerships

3:48 - The relationship between AP automation and dealership operations

4:36 - Addressing the unique challenges in the auto industry's back-office systems

5:13 - The human aspect of automating accounting processes in dealerships

5:46 - Yooz's approach to introducing new technology in traditional accounting roles

6:42 - Bobby Green's passion for enhancing dealership operations with Yooz

Bobby Green is an Account Executive with Yooz

This interview was brought to you by Yooz: https://www.getyooz.com/

Kyle Mountsier: 0:00

All right Bobby green hanging out Motown singer right now. Yeah, write us probably you've been in the industry for a hot minute. Tell us a little bit about your history in the industry before

Bobby Green: 0:18

before Yooz, I started out in a company called

Paul J Daly: 0:18

us. So birthplace Mercedes Benz. I know Park, right? Yeah. Awesome is a it's a great company to work for. They send you everywhere to do all these cool little tests in the cars. So instead of me just selling the vehicle actually really got to experience it in a major way. So for example, like G Wagen, g 63. They take us out, we're actually really in a mountain driving the G 63. worries or you know, the GTS taking it around the track and flew us out to Alabama to do that. So it was real fun. I love I love cars.

Kyle Mountsier: 0:52

How long did you spend at the dealer and the dealer so I will

Bobby Green: 0:56

12 years really? Yes. I started out with a Mercedes Benz. Yeah. And I left for Mercedes in winter Mopar. So I've now started selling the Hillcats. And you know, all the Dodge vehicles actually drive a Jeep. Now, I went from Classy to American, right. Yeah. That's cool. All right. So

Kyle Mountsier: 1:13

what what prompted because you've been now you are telling us right before the interview that you've been with us for about six months? Yeah. What prompted that move? So

Bobby Green: 1:21

for me, lifestyle, right? Yeah, car business. Like we all know, the hours are crazy. Yeah, I was blessed financially in the car business. However, I believe that a time is worth more than anything, right. And my buddy Jonathan Barnett, he's works for us as well. He's my mentor with the company actually. Right. He called me saying I think it'd be really great over here. And I mean, who wouldn't want to work from home and be off on the weekends, right? And then the company is just so relaxed, and like the office is real fun to got video games and stuff you play in there. And it's cool, because I know the language of the car sales. So now it's just about learning about AP automation. So I

Paul J Daly: 2:00

don't think any of the things that you just said are what someone thinks about when they think accounts payable, right? Yeah, right. Yeah,

Kyle Mountsier: 2:07

exactly. How do you think you know, because us is automating so much and API in the accounts payable and invoicing? How do you think your experience in the retail side of the business kind of gave you the preparation to be able to understand why this might be a pain point that's worth solving?

Bobby Green: 2:25

Well, for me, it was something that I didn't even know about, I didn't know it existed. I didn't know that company existed, right? So once I saw what the product did, I was like, okay, but I was able to use my experience in the car world to to have those conversations and navigate those conversations. I mean, for one, counties, that's a tough job. They're sitting there typing in numbers all day, they got all this paperwork they have to find, and I get to show them, look, we can simplify that, you know, and I mean, the county has a problem, the comptroller has a problem, the CFO has a problem. And I can show them how you can solve for all of those. But that's

Paul J Daly: 2:58

usually the biggest difference that you make, like, what's the quick win when you start to you know, implement the system? What is the first response you get? Were like, oh, my gosh, I don't have to do that anymore.

Bobby Green: 3:08

I will say just time, they're like, Oh, this is gonna save me a bunch of time. How does the same time? Well, they're not having to sit at their desk all day, you know, we got an app, they can just Okay, push everything over on their phone and continue doing whatever else they had to do, instead of taking hours out of their day sitting at a desk doing manual data entry. Well, I

Paul J Daly: 3:26

mean, I know the auto industry is known for highly advanced back office systems like paper checks. Yeah.

Kyle Mountsier: 3:33

Talk us through because I know that you've worked with a lot of mid and large sized dealer groups, but talk us through like, what that actually looks like practically from invoice to payment, and how the back office is, is getting efficiency in each of those steps.

Bobby Green: 3:48

So pretty much what happens is obviously us we connect with whatever the dealership us whether CDK PBS systems Dealertrack, we have a API connection with them. So what will happen is we don't want to come in and just change what you're doing. We want to keep your workflows the same, we just want to make it more efficient and quick for you. So however, you're capturing your invoices, whether it's email capture, will capture it the same way, it'll push through to us, our smart data extraction will pick up everything off, then the documents, upload everything for you. And we set the workflows up for you now, so it'll just go through your same approval process. And you just press a button if you want to do a batch payment, boom, you're just clicking a button instead of Hey, where's this invoice? Where's this little you know, getting rid of all that paper getting rid of all the manual data?

Kyle Mountsier: 4:36

I mean, it's huge because like so many other industries just work with automated systems like that, right? You've got you got your bill dot coms. And your you know, QuickBooks even has some layer of that and like the seamless API integration system for E comm and other other industries is there but because our industries kind of live in some of these systems that don't have direct connections, this is Solving a pain point that like most other industries in the last five years haven't had to experience but Auto has been like riddled by it and this mound of paperwork that has to go through. Did I sign that check? Who's approving that? Yeah,

Paul J Daly: 5:14

it's not reinventing the wheel. It's like just bolting figuring out a way to pulp the wheel on to this machine.

Bobby Green: 5:19

You don't have to worry about human error as much anymore Right? Oh, taking away from that miss payments in time, right time is everything right? You want to put more time back into your day? You don't want to be sitting there typing stuff in I think it's also right now,

Paul J Daly: 5:33

I wouldn't want to do that. Right? Yeah, like burnout. Anything that's drudgery? Yeah, like just wear somebody down little by little. And you know, we're in a situation where it's hard to bring talent into any business. Yeah, talking about this and specifically automotive we

Bobby Green: 5:46

actually just did a little training actually. And we're looking at the life the lifespan of that role of accounting in most accounts, they've been in a world for years. So it is something that's like Oh, I love my fells I love this and so it's a you know, you got to really show them how it works because accountants they have been accountants forever so we're just trying to

Paul J Daly: 6:06

get an automotive forever Yeah, muscle memory choice Yeah. Yeah

Bobby Green: 6:12

yeah, we definitely have to come in and like really just have real conversations and show them how Yooz will benefit their lifestyle like we're coming in to make your lifestyle better your work life balance better and that's what we all want a better work life. I do that's what I'm gonna use now. I love

Paul J Daly: 6:35

your energy and your your life into the industry into a spot in the industry that like most people don't know about like you did when you were out there, so I

Bobby Green: 6:43

had no clue it existed. Oh, thanks for giving us some of your time. No problem, brother. Nice to meet you guys.

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