Solutions by DataServ

We provide more than software. We deliver results.

Delivering Results with our Tailored Platform and Comprehensive Services

Turnkey Invoice Processing Machine

Intelligent document and data capture as a service provides a single solution for 100% of your invoices regardless of source, form or format. Don't try to change all of your vendors' processes. Simply redirect your existing AP email boxes. We require NO CHANGE for your vendors!

Knowledge, Advice & Expertise

We don't just sell you software and leave you to figure it out. With more Certified AP Professionals on staff than any other provider we share Best Practices from our 30+ years experience to prevent costly mistakes, reduce time to value and increase your ROI.

Comprehensive Training & Support

From the Initialization Kickoff Meeting through a long relationship, we do not leave your side. Ongoing training, regular success meetings, direct access to User and Technical Support, Sponsor meetings, and more guarantee you'll receive superior value.

Initialization

Unlike traditional software implementations, we start with about 80% standard configuration and include Tailoring to your business needs. This provides faster time to value with industry best practices honed over our 30+ years of experience in AP Invoice Automation.

DataServ’s Automation Capabilities

Invoice Processing Machine

Formerly known as Digital Mailroom. Spend less time keying invoice data into systems and/or scrubbing poor data from OCR data capture, eliminating ALL manual data entry and/or clean-up work on your end.

AutoVouch™

Take less time and remove the manual process of matching invoices to P.Os and receipts without replacing your ERP.

Analytics

Gain scalability in AP functions to keep up with organic and/or acquired growth with unlimited options for segmenting data to help drive continuous improvement and quickly make better decisions.

Automated Workflow

Achieve high-level visibility into current outstanding liabilities and day-to-day visibility of invoice processing with a simple color-coding system and the ability to add more detailed information.

The Unique Features that Set DataServ Apart from the Competition

Concurrent Licensing

Avoid the expense and inconvenience associated with traditional Named Users or Seat Licenses.

Direct Ship

Streamline your distribution company’s billing process and address the challenge of delayed billing for non-inventoried products.

Payment Request

Adapt to the decreasing use of checks and allow users to request payments without traditional invoices.

Audit Trail

Track document-level activity for all invoices, providing secure access to auditors and reducing the time impact on AP staff.

Ubiquitous Email-Based Automated Workflow

Deliver a daily email notification to users summarizing the invoices requiring coding, approval, or handling exceptions.

Best of Both Worlds Coding

Address the challenge of accurate, efficient coding by pushing coding responsibilities to requesters and buyers while maintaining financial controls.

Sophisticated Automated Workflow

Go beyond traditional work queues with tailorable configurations, out-of-office routing, and timed escalations within a user-friendly interface.

Initial Routing

Reduce manual efforts in determining the appropriate recipient with automated invoice routing based on preset tables.

Automated (Default) Coding

Preset coding on specific invoices and prevent the need for manual coding while maintaining the option for approval verification.

Fraud Detection

Proactively identify potential duplicates during the data capture process and plan enhancements for recognizing patterns indicative of potential fraud.

Pro-Active Accruals

Get instant visibility into invoice statuses as periods approach and enable proactive accrual reporting.

Invoice Price Variance Workflow

Prevent delays in payments due to price variances with a specialized workflow routing to address price exceptions in PO invoices.

Automated Retry within AutoVouch™

Prevent users from working on invoices not ready for matching and avoid unnecessary delays in processing with a featured flexible retry loop.

Paste-able Allocations

Easily copy and paste hundreds of lines into the coding form to accommodate complex non-PO invoices with extensive coding distributions.

Rush Invoice

Ensure that urgent invoices are documented and recorded within the system while bypassing the typical Digital mailroom/IPM process.

Complex Coding Validations

Synchronize with intricate GL structures in any ERP and enhance coding automation and controls to accommodate the layers in complex organizations.

Invoice Processing Machine Within the Invoice Processing Machine

Locate important fields and provide high-quality match capabilities using the semi-structured forms capture.

Stay Ahead of the AP Automation Curve with Generative AI Insights

Curious about the regulatory and legal challenges of integrating AI into your AP processes? Take advantage of complimentary access to Gartner’s expert report on GenAI and its impact on automation strategies, provided by DataServ.

Our Products

Available Automation Solution Levels

Standard

Advanced

Designed for the middle market, growth-oriented companies.
Additional Tailoring of the Standard solution for your specific AP process, such as additional capture fields.
This product can be expanded with an additional ERP, workflow process, or other additional options, such a AutoVouch or Vendor Portal.

Enterprise

This product is focused on the needs of the larger, sophisticated enterprise level client.
Complete tailoring for your specific AP process is included to make the process your own.
Additional divisions, ERPs, and workflows can be added.
Optional features can be added depending on your needs and focus, such as AutoVouch, Vendor Portal, or International Capture.
Customization is available.

Let’s Start a Conversation

Regardless of where you are at in your AP automation journey, DataServ will meet you there and help you evolve.