DataServ SaaS AP Automation Software

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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 busines...
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DataServ SaaS AP Automation User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4

Showing 1 - 5 of 14 reviews

User Profile

Alina

Verified reviewer

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

May 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.

Beverly

Company size: 501-1,000 employees

Industry: Retail

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Functionality

out of 5

April 2019

Time Saving

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.

Jennifer

Company size: 10,000+ employees

Industry: Transportation/Trucking/Railroad

Time used: Less than 2 years

Review Source: Capterra

4

Ease-of-use

out of 5
5

Value for money

out of 5
3

Customer support

out of 5
2

Functionality

out of 5

January 2021

Thankful to have this product especially during the pandemic

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.

Anonymous

Company size: 10,000+ employees

Time used: More than 2 years

Review Source: Capterra

5

Ease-of-use

out of 5
4

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

December 2020

Great company providing value to customers

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!

SAmantha

Company size: 1,001-5,000 employees

Industry: Mining & Metals

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

October 2018

Data at your fingertips

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.

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