DataServ SaaS AP Automation

Who Uses DataServ SaaS AP Automation?

Mid-sized to global Fortune 500 clients in the wholesale and distribution, manufacturing, healthcare, retail, and financial services industries.

What Is DataServ SaaS AP Automation?

For over 27 years, DataServ has delivered cloud-based AP and AR automation solutions that enable accounting departments to remotely standardize processes, eliminate data entry, increase accuracy, and allow teams to focus on higher value tasks. As pioneers of the finance SaaS market, only DataServ can offer a true Digital Mailroom with in-house SaaS OCR, ALL built-in features (not pieced together) over 99% clean data output, Quick Start implementation, and advanced AI learning technology.

DataServ SaaS AP Automation Details

DataServ

http://www.DataServ.us

Founded 1994

AutoVouch
Approve, Reject, Re-Route
Approva Routing
Invoice Workflow Path
Dashboard
DataServ SaaS AP Automation video
Play
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DataServ SaaS AP Automation pricing overview

DataServ SaaS AP Automation does not have a free version.


Starting Price

Not provided by vendor

Pricing Details

3-tiered model scales from mid-sized clients to largest global enterprises. Please contact DataServ directly for pricing details.

Free Version

No

DataServ SaaS AP Automation deployment and support

Support

  • Email/Help Desk
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Deployment

  • Cloud, SaaS, Web-based

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

DataServ SaaS AP Automation Features

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Automatic Billing
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CPA Firms
  • Compliance Management
  • Credit Card Processing
  • Document Storage
  • Expense Claims
  • Expense Tracking
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • For Government
  • Fund Accounting
  • General Ledger
  • Income & Balance Sheet
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Mobile Access
  • Multi-Currency
  • Multi-Location
  • Nonprofits
  • Order Management
  • Payroll Management
  • Project Accounting
  • Project Management
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Receipt Management
  • Recurring/Subscription Billing
  • Reminders
  • Sales Tax Management
  • Status Tracking
  • Tax Management
  • Third Party Integrations
  • Workflow Management

View full list of Accounting Software

  • 1099 Preparation
  • ACH Payment Processing
  • API
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Aging Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Flow Management
  • Cash Management
  • Check Writing
  • Compliance Management
  • Configurable Workflow
  • Customisable Reports
  • Data Extraction
  • Data Import/Export
  • Document Management
  • Document Storage
  • Duplicate Payment Alert
  • ERP
  • Electronic Funds Transfer
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Fraud Detection
  • General Ledger
  • Inventory Management
  • Invoice Management
  • Invoice Processing
  • Mobile Access
  • Multi-Currency
  • PO Reconciliation
  • Purchase Order Management
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Recurring Payments
  • Reporting & Statistics
  • Reporting/Analytics
  • Status Tracking
  • Supplier Management
  • Third Party Integrations
  • Vendor Management
  • Workflow Management

View full list of Accounts Payable Software

  • API
  • Account Reconciliation
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Budgeting/Forecasting
  • Categorisation/Grouping
  • Compliance Management
  • Configurable Workflow
  • Corporate Card
  • Credit Card Management
  • Currency Conversion
  • Customisable Reports
  • Customizable Fields
  • Data Import/Export
  • ERP
  • Electronic Payments
  • Expense Claims
  • Expense Tracking
  • Financial Analysis
  • Fraud Detection
  • Invoice Management
  • Invoice Processing
  • Mileage Tracking
  • Mobile Access
  • Mobile Receipt Upload
  • Multi-Currency
  • Policy Management
  • Projections
  • QuickBooks Integration
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Receipt Management
  • Reimbursement Management
  • Reminders
  • Reporting & Statistics
  • Single Sign On
  • Spend Analysis
  • Spend Control
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Workflow Management

View full list of Expense Report Software

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Bid Management
  • Billing & Invoicing
  • Budget Control
  • Budgeting/Forecasting
  • Cataloguing/Categorisation
  • Collaboration Tools
  • Compliance Management
  • Configurable Workflow
  • Contract/License Management
  • Customisable Reports
  • Customisable Templates
  • Data Import/Export
  • Document Storage
  • ERP
  • Fixed Asset Management
  • Inventory Management
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Order Management
  • Order Tracking
  • Procurement Management
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Receiving/Putaway Management
  • Reporting & Statistics
  • Requisition Management
  • Search/Filter
  • Sourcing Management
  • Spend Analysis
  • Spend Control
  • Spend Management
  • Supplier Management
  • Third Party Integrations
  • Vendor Management
  • Workflow Management

View full list of Procurement Software

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Budget Control
  • Budgeting/Forecasting
  • Cataloguing/Categorisation
  • Compliance Management
  • Contract/License Management
  • Customisable Reports
  • Customisable Templates
  • Data Import/Export
  • Expense Tracking
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Multi-Location
  • Order Management
  • Order Processing
  • Order Tracking
  • Procurement Management
  • Purchase Order Management
  • Purchasing & Receiving
  • Purchasing Reports
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Reporting & Statistics
  • Requisition Management
  • Search/Filter
  • Shipping Management
  • Sourcing Management
  • Spend Analysis
  • Spend Control
  • Spend Management
  • Supplier Management
  • Third Party Integrations
  • User Management
  • Vendor Management
  • Warehouse Management
  • Workflow Management

View full list of Purchasing Software

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Assessment Management
  • Audit Management
  • Audit Trail
  • Billing & Invoicing
  • Collaboration Tools
  • Compliance Management
  • Configurable Workflow
  • Contract/License Management
  • Customisable Reports
  • Customisable Templates
  • Data Import/Export
  • Data Visualisation
  • Document Management
  • Document Storage
  • Incident Management
  • Invoice Management
  • Invoice Processing
  • Monitoring
  • Offboarding
  • Onboarding
  • Performance Metrics
  • Procurement Management
  • Project Management
  • Purchase Order Management
  • Real Time Data
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Risk Alerts
  • Risk Assessment
  • Search/Filter
  • Self Service Portal
  • Single Sign On
  • Sourcing Management
  • Summary Reports
  • Supplier Management
  • Task Management
  • Third Party Integrations
  • Transaction History
  • User Management
  • Vendor Management
  • Vendor Master Data Management
  • Vendor Payment
  • Workflow Management

View full list of Vendor Management Software

DataServ SaaS AP Automation Alternatives

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DataServ SaaS AP Automation Reviews for UK Users

Read all reviews

Overall rating

4.5/5

Average score

Ease of Use 4.6
Customer Service 4.5
Features 4.1
Value for Money 4.5

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Alina P.
Accounts Payable Team Leader
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 25/05/2018

"Great collaboration, very helpful and user friendly tool!"

Pros: Easy to use for AP responsibles and approvers, transparency at all levels, easily customizable.
Prompt helpdesk feedback.
Accesible from anywhere.
Flexibility to make it fit the company's needs.

Cons: Reports need to be customized to meet our KPI needs.
Rather expensive fees for new implementations or development.

  • Reviewer Source 
  • Reviewed on 25/05/2018
Beverly C.
Service Coordinator
Retail, 501-1,000 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 22/04/2019

"Time Saving"

Comments: We have cut down on the amount of paper invoices that we must shuffle through for accounts payable. Everything is grouped together in one location with the ability to code right on the screen. With our payable system, if the invoice matches the PO, the process is automatic. I never have to approve it. It has cut payable time down to a fraction.

Pros: I like that I see only the invoices that are for my location. We are a large company with many locations and lots of invoices filter through here. With Data Serv, they can funnel to me only my store's invoices.

Cons: Sometimes it takes a little while for invoices to filter into my que, but that is no reflection of the software. its just our process that days a couple of days.

  • Reviewer Source 
  • Reviewed on 22/04/2019
Jennifer D.
Senior AP Clerk
Transportation/Trucking/Railroad, 10,000+ Employees
Used the Software for: 1+ year
  • Overall Rating
    3 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    2 /5
  • Customer Support
    3 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 04/01/2021

"Thankful to have this product especially during the pandemic"

Comments: The visibility and accountability built into Dataserv are wonderful. At first, the managers and directors questions why they were seeing invoices that they had never seen before. Once they got used to it they appreciated the visibility and now question when they aren't seeing invoices. Dataserv has freed up the AP department from the tedium of entering invoices into our payable system. Allowing the department to be more customer services based and tackle other areas of AP.

Pros: I am very thankful we had Dataserv during this pandemic. It is very convenient to be able to code and approve invoices from anywhere on my laptop. Being able to approve invoices on a smartphone is a great convenience to managers and directors that are on the road a lot. Not having to open the mail anymore is also a blessing. Especially working from home, there was not need to go into the office to get the mail, open it, send it out for approval, etc.

Cons: Some of the matrices are clunky and not very user friendly. As an administrator, it is often difficult to update location, users, extra. Also, you have to go to several different matrices to completely add a user. De-activating a user should have more functionality, ie you should not be able to route an invoice to a deactivated user or there should be some kind of alert.

  • Reviewer Source 
  • Reviewed on 04/01/2021
Verified Reviewer
Director, Shared Services Accounting
Electrical/Electronic Manufacturing, 10,000+ Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 21/12/2020

"Great company providing value to customers"

Comments: We started with a paper process many years ago- Dataserv brought us powerful automation that yielded significant efficiency gains. They have followed up with improved ease of use, reliability and analytics that have helped us realize incremental productivity gains from the original value proposition.

Pros: It is easy to use, allowing quick deployment throughout the organization. The service team is also very responsive and typically their service levels exceed contract SLA's.

Cons: We haven't fully taken advantage of the automation it offers in terms of hands free mail-to-vouch technology (called "Autovouch") On us, not them!

  • Reviewer Source 
  • Reviewed on 21/12/2020
Samantha A.
Accounts Payable Clerk
Mining & Metals, 1,001-5,000 Employees
Used the Software for: 2+ years
  • Overall Rating
    4 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 29/10/2018

"Data at your fingertips"

Comments: I love working within DataServ. It is super easy to personalize searches which helps me through every step of my work day. I couldn't imagine going back to pushing paper.

Pros: How easily it is to find one particular document using incomplete information. It really cuts the time you would have spent searching for a paper document or using a program where lots of unique identifying information is required to pull one invoice.

Cons: The lack of notification to Dataserv when there is an error that has caused transfers to be incomplete.

  • Reviewer Source 
  • Reviewed on 29/10/2018