Delivering Results with our Tailored Platform and Comprehensive Services
DataServ’s Automation Capabilities
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 Digital Mailroom
Locate important fields and provide high-quality match capabilities using the semi-structured forms capture.
Our Products
Available Automation Solution Levels
Standard
- Our basic solution that allows companies to achieve 100% digital automation quickly.
- Tailored with Vendor Master, Purchase Order data and General Ledger segments for coding.
- Perfect for mid-sized companies, or a phase one approach for any size company.
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.