R.T. Moore

R.T. Moore Streamlines Payables with DataServ’s Tailored Automation

Key Results:

83% monthly AutoVouch™ rate
70% average monthly touchless invoice processing
Successful EDI integration after a challenging start
Greater visibility into financial and invoice data
Stronger oversight and control over capital purchases

Key Stats:

Executive Summary

R.T. Moore has been a fixture in the commercial and residential construction industries since 1955. Family-owned, the company operates by the same values its founder instilled all those years ago: Do what’s right, be honest and fair, build strong relationships, and share in the company’s success. R.T. Moore is a full-service Mechanical Contractor, providing plumbing, HVAC, engineering and design services. They have 4 main offices in Indianapolis, Sarasota, Fort Myers, and Columbus, and additional warehouse facilities in Franklin, IN. They provide in-house Engineering, CAD, and 3D Building Information Modeling Expertise. R.T. Moore’s target markets include high-rise apartments, garden apartments, assisted living, student housing, and hotels.

Like many fast-growing businesses, their Accounts Payable process hadn’t kept pace with the rest of the operation. Their team was bogged down in paper—shuffling invoices between desks, manually matching them to POs, and making approvals the old-fashioned way. It wasn’t just inefficient; it was exhausting.

With more than 74,000 invoices processed each year, it was time for a change. In 2020, they turned to DataServ to bring order, automation, and real-time visibility to their AP process.

Outcomes

AutoVouch™ hit the ground running

From the very beginning, AutoVouch™ delivered value. Within months, R.T. Moore reached an 83% invoice matching rate using DataServ’s automation. This reduced the team’s manual workload and helped standardize invoice approvals across locations.

EDI integration became a success story

Like many organizations, R.T. Moore found EDI integration to be complex. However, the DataServ team worked closely with R.T. Moore’s internal stakeholders to troubleshoot and refine the setup, leading to a robust and reliable integration that now streamlines transactions across major suppliers.

Seamless ERP integration with Microsoft Dynamics GP

DataServ’s platform was tailored to work with R.T. Moore’s existing Microsoft Dynamics GP system. The result is a seamless flow of data between platforms, reducing the need for rekeying and enabling faster month-end closes and reconciliations.

Improved visibility across the organization

Instead of relying on spreadsheets and filing cabinets, the AP team—and other departments—can now access invoice images, processing history, and status updates at any time with DataServ’s intuitive, customizable dashboard. This has empowered the finance team with real-time insights and better audit preparedness.

Capital purchases now follow strict, automated workflows

Before automation, tracking capital expenditures was like herding cats—now, every purchase follows a clear, automated path, keeping everything on track and above board. Purchases are routed through defined approval chains, aligned with financial policy and budget authority. This ensures compliance and reduces risk.

Business Impact

Efficiency skyrocketed

Manual invoice handling was dramatically reduced. Now, instead of pushing paper, the AP team focuses on exceptions, strategic vendor relationships, and process improvements.

Visibility went from zero to 100

Invoice data is now instantly searchable, reducing time spent locating documents and enabling better financial planning and reporting.

Controls got tighter and more reliable

Automated workflows enforce purchasing policies, prevent rogue spending, and simplify audits—especially for capital expenses.

Team morale improved

The AP department is no longer stuck doing repetitive, manual tasks. With automation handling the heavy lifting, employees can focus on higher-value work, leading to greater job satisfaction.

Thoughts from R.T. Moore

“The entire DataServ team has been extremely helpful from the negotiating/sales process and into the implementation stage. The team really wants to understand our business and be able to provide us with the right tailoring to fit our needs, while assisting us in determining areas where we can better our processes.”

- Greg Streicher, Controller, R.T. Moore

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