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DataServ SaaS AP Automation

Overview

DataServ SaaS AP Automation 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

DataServ SaaS AP Automation
DataServ SaaS AP Automation
4.5
(15)

Pricing

Starting at $0.01 per month

About DataServ SaaS AP Automation

For over 26 years, DataServ has delivered cloud-based AP automation solutions to mid-sized to global Fortune 500 clients in the wholesale and distribution, manufacturing, healthcare, retail, and financial services industries. DataServ solutions 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.

As experts in the industry, DataServ understands you don’t have the time to wait for a fully customized solution, but your business also cannot function properly with a basic, off-the-shelf solution. That’s why we take our world renowned 80/20 approach to give you the best of both worlds. The first "80%" is our standard software solution that establishes industry standard best practices. Then, we work with you to custom tailor the other "20%" to meet the unique needs of your business. You get the quick deploy of a mass-produced solution and the...

usability of a custom solution. Integration agnostic, your business can easily tie in DataServ with any financial the platform, such as JD Edwards, NetSuite, Salesforce, and Captiva.

DataServ SaaS AP Automation Screenshots

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DataServ SaaS AP Automation Pricing and Plans

Starting price: $0.01 per month
Free Trial
Free Version

Basic

$0.01

per month

No plan information available

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    DataServ SaaS AP Automation Features

    • Popular features found in Accounts Payable
      ACH Payment Processing
      Audit Trail
      Compliance Management
      Document Management
      Duplicate Payment Alert
      ERP integration
      Expense Tracking
      Mobile Access
      Multi-Currency
      Process/Workflow Automation
    • More features of DataServ SaaS AP Automation
      Access Controls/Permissions
      Accounting
      Accounting Integration
      Accounts Payable
      Accounts Receivable
      Activity Dashboard
      Activity Tracking
      Aging Tracking
      Alerts/Notifications
      API
      Approval Process Control
      Audit Management
      Billing & Invoicing
      Budgeting/Forecasting
      Catalog Management
      Categorization/Grouping
      Collaboration Tools
      Configurable Workflow
      Contract/License Management
      Currency Conversion
      Customizable Fields
      Customizable Reports
      Customizable Templates
      Dashboard
      Data Import/Export
      Data Visualization
      Document Storage
      Electronic Funds Transfer
      Expense Claims
      Financial Analysis
      Financial Management
      Fraud Detection
      Invoice Management
      Invoice Processing
      Multi-Location
      Offboarding
      Onboarding
      Performance Metrics
      Project Management
      Purchase Order Management
      Purchase Order Reconciliation
      Real-Time Analytics
      Real-Time Data
      Real-Time Notifications
      Real-Time Reporting
      Real-Time Updates
      Receipt Management
      Recurring Payments
      Reimbursement Management
      Reminders
      Reporting/Analytics
      Reporting & Statistics
      Requisition Management
      Risk Assessment
      Search/Filter
      Self Service Portal
      Single Sign On
      Spend Analysis
      Status Tracking
      Supplier Management
      Third-Party Integrations
      Transaction History
      User Management
      Vendor Management
      Vendor Master Data Management
      Vendor Payment
      Workflow Management

    DataServ SaaS AP Automation Integrations

    Microsoft SharePoint
    Microsoft SharePoint
    NetSuite
    NetSuite
    Salesforce Sales Cloud
    Salesforce Sales Cloud
    JD Edwards EnterpriseOne
    JD Edwards EnterpriseOne
    SAP Business One
    SAP Business One
    SAP Ariba
    SAP Ariba

    See all 7 integrations

    DataServ SaaS AP Automation User Reviews

    Overall Rating

    4.5

    Ratings Breakdown

    5

    60%

    4

    33%

    3

    7%

    2

    0%

    1

    0%

    Secondary Ratings

    Ease of Use

    4.6

    Value for money

    4.6

    Customer support

    4.5

    Functionality

    4.2

    Have you used DataServ SaaS AP Automation and would like to share your experience with others?

    Alina's profile

    Alina P.

    Verified reviewer

    Used daily for more than 2 years

    Review source

    Reviewed May 2018

    Great collaboration, very helpful and user friendly tool!

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    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.

    Read More

    VR

    Verified
    Reviewer

    Electrical/ Electronic Manufacturing

    10000+ employees

    Used daily for more than 2 years

    Reviewed December 2020

    Great company providing value to customers

    5

    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.

    Ratings Breakdown

    5
    Ease of use
    4
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    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!

    Read More

    JD

    Jennifer D.

    Verified reviewer

    Transportation/ Trucking/ Railroad

    10000+ employees

    Used daily for less than 2 years

    Reviewed January 2021

    Thankful to have this product especially during the pandemic

    3

    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.

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    3
    Customer support
    2
    Functionality
    icon
    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.

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    BC

    Beverly C.

    Verified reviewer

    Retail

    501-1000 employees

    Used daily for more than 2 years

    Review source

    Reviewed April 2019

    Time Saving

    5

    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.

    Ratings Breakdown

    5
    Ease of use
    5
    Functionality
    icon
    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.

    Read More

    VR

    Verified
    Reviewer

    Used daily for less than 2 years

    Review source

    Reviewed May 2018

    My two years experience with DS tells me that this is a very helpful tool.

    5

    Ratings Breakdown

    5
    Ease of use
    4
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Honestly, the dashboard feature. Helps a lot in organizing the work load. I also like that DS connects with ERP software used by different companies.
    Cons:
    Waiting for the master data file to be pushed overnight. Not all the users understand that there is a period of time needed for the information in the ERP to get over to DS.

    Read More

    KW

    Kim W.

    Verified reviewer

    Information Technology and Services

    501-1000 employees

    Used daily for more than 2 years

    Reviewed January 2021

    Director Accounts Payable

    4

    I have used DataServ for many years and for the most part very satisfied

    Ratings Breakdown

    4
    Ease of use
    3
    Value for money
    3
    Customer support
    4
    Functionality
    icon
    Pros:
    User friendly and the staff is very helpful and easy to work with
    Cons:
    would like to see improved reporting and two way match would be great

    Read More

    SA

    SAmantha A.

    Mining & Metals

    1001-5000 employees

    Used daily for more than 2 years

    Review source

    Reviewed October 2018

    Data at your fingertips

    4

    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.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    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.

    Read More

    AE

    ANTONETTE E.

    Industrial Automation

    1001-5000 employees

    Used daily for more than 2 years

    Review source

    Reviewed October 2017

    Dataserv is very helpful for companies like Emerson

    5

    There are many benefits in using this software, easy viewing of invoices, user friendly and a lot more.

    Ratings Breakdown

    4
    Ease of use
    4
    Value for money
    3
    Customer support
    4
    Functionality
    icon
    Pros:
    It helps a lot in processing our invoices. It is easy to access and the vendors can send directly the invoices to an email address and we can already process the invoices.
    Cons:
    When the software is down we cannot work at all and the support sometimes is not answering the calls. Sometimes it is too slow also that your work is interrupted.

    Read More

    DV

    Dana V.

    Financial Services

    51-200 employees

    Used weekly for more than 2 years

    Review source

    Reviewed May 2018

    DataServ is a very flexible tool which meets our business requirements for invoice processing.

    5

    It improves the performance of the AP team under my management and helps the team to process a higher volume of invoices. Helps me asses the performance of the team

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    DataServ is constantly upgrading the services they provide and keeps up with the business need. In an environment with constant change and where speed is essential, DataServ is the ideal tool for the accounts payable processing. It helped us improve the efficiency and performance. The dashboard is a great tool for the AP Clerks
    Cons:
    We would like more detailed reports for individual performance. DataServ team is very approachable and they are working on improving also this side of the DataServ experience

    Read More

    VR

    Verified
    Reviewer

    Electrical/ Electronic Manufacturing

    1001-5000 employees

    Used monthly for more than 2 years

    Review source

    Reviewed August 2018

    Good tool to step into invoice automation for small and medium size businesses

    4

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    Flexible, open to integration with legacy applications. Good support
    Cons:
    User Interface could use a face-lift, which DataServ is currently working on.

    Read More

    Showing 1 - 10 of 15 Reviews
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