AP Automation Software

AP Automation Software that takes the Work out of your workflow.

How our Accounts Payable Automation Software Works

1. Capture, Code, Send

Our Digital Mailroom offers effortless invoice processing, capturing all documents from any source, in any format, and automatically routes based upon your rules.

2. Verify and Approve

A daily email is sent with a link for invoices to review. Users choose to Approve, Reject, Re-Route, or Code. AP automation rules keep the process flowing without human intervention.

3. Authorize For Payment

Accounts payable gives final approval to submit invoices for payment.

4. Send To ERP

Approved invoices are created and paid in your financial system.

5. Archive

Accounts Payable documents are retained or destroyed based on rules, regulations, and your company's needs.

How Our AP Automation Software Is Different

Best of Both Worlds Initialization 80% Best Practices & 20% Tailored

Get Started in Days, Not Months

Document Intake — We Receive and Enter All Documents on our Client’s Behalf

Deep Support for High Proportion Purchase Order Workflows

Configurable Industry-Specific Capabilities

A Complete Accounts Payable Software — No Add-ons Necessary

Document Intake

100% Digital Single Stream Solution

Create a paperless accounting process for your AP department built on an OCR-intake approach that delivers clean and useable data – all while ensuring over 99% pre-ERP accuracy.

DataServ receives all documents and invoice data on your behalf
SaaS OCR + 5 point human validation all done by US = 99+% accuracy
Received in any format
Received from any source
No templates or manual tasks on your end

Invoice Automation

Tailored Automation Service and Support

Throughout our 27 years, we’ve systematically developed proprietary processes and technology to eliminate human interaction with complex invoice transactions. DataServ’s tailored AP invoice automation reduces invoice processing costs, frees staff time, mitigates invoice fraud, and streamlines the approval process.

Touchless Invoice Processing

Eliminate manual tasks, such as invoice matching and comparison processes, and make the most of your PO process by validating invoices with AutoVouch and automatically scheduling for payment.

Invoice Workflow Automation

When you simplify your accounts payable workflow with our software you can reduce processing times with responsive controls, distribute coding without errors; document and enforce your delegation of authority.

Invoice Visibility

Replace mountains of paper invoices with an electronic audit trail. Our AP automation solutions allow you to easily report on the approval workflow history of each document, including approval steps, dates, and comments.

Approvals

With automated invoice processing, routing, daily email alerts, and AutoVouch, approvals operate at maximum efficiency. Our software transfers the burden of coding to the buyer and payment approval teams can rest easy knowing that accuracy is maintained with tools like autofill and predictive coding.

ROI Estimator

Ready to find out the return on investment you could see with DataServ? Just answer four questions to get your results!

Collaborative Intelligence

We leverage the best of what Artificial Intelligence and Human Intelligence have to offer, to promote best practices and perpetual improvement to the AP process.

Centralized Processing

All location, date, PO, receipt, and invoice data in one, easily accessible place.

Exception Management

Controls in place to maximize straight-through invoice processing and prevent prematurely forcing unnecessary exceptions.

Drop/Direct Shipping Purchase Orders

Built-in processes and machine learning to identify and implement proper AP workflow based on your unique needs.

Support for multiple PO types

Built-in processes and machine learning to identify and implement proper AP workflow based on your unique needs.

Clear the Noise

Built-in processes and machine learning to identify and implement proper AP workflow based on your unique needs.

Our Analytics and Dashboards

Instant Insight into Your Organization’s Historical Trends

Visibility into your financial liabilities, giving you the power to make better and faster decisions.

Highly intuitive – easily modify filters or create custom dashboards
Built-in standard dashboards – to get you started quickly
Permission-based access
One-click share – share with other users with access, export entire dashboard to PDFs, and download or print certain elements
Vastly customizable – virtually unlimited options for segmenting data
- Modify filters
- Add more filters
- Include/exclude data points
- Change the chart type

You’re in Good Company

70% of DataServ clients have been with us 10+ years.

Comprehensive Integrated Solution

We built just what you need!

Unlike most products in the APIA market that were bolted together from acquisitions or migrated to cloud, DataServ was built from the ground up as a Multi-tenant SaaS platform with client success in mind! Ongoing client support and training are included.

This is not a one-time purchase. You cannot “set-it and forget-it”! We designed DataServ from the start to be more economically aligned with your needs. Read more about the difference here.

Initialization

We take a unique "Best of Both Worlds" approach to Initialization. Get all the benefits of standards and Best Practices right out of the gate - about 80% of the solution. The other 20% is Tailored to meet the unique needs of your business - better, faster and cheaper than customization.

Learn More

Comprehensive User Support

AP Automation shouldn’t mean more work for your team - many providers expect you to rollout and train your users on their system. DataServ includes User Adoption, Change Management, Rollout assistance, Initial and Ongoing Training and 3 Tiers of direct User Support for all clients.

Integrate with Anything

We integrate with any financial system — from ERPs to MRPs to Purchasing to Financial Management to Email in both traditional software and cloud environments.

Learn More

Mobile Capabilities

Our mobile interface enables users to quickly approve from their smartphone. Automated Email reminders give your Accounts Payable team the tools to process more invoices with less "chasing".

Document Retention and Destruction

Our Full Document Lifecycle approach is engineered into the solution. Invoice documents and data are retained in compliance with your company’s retention policies and industry regulations. Certified destruction at the end of retention is all included.

Global Footprint

Our Accounts Payable solutions include currency conversion capabilities in capture and workflow, browser language translation, and support for several government mandated e-invoicing interfaces. We currently support users in about 50 countries.

Ready to automate your invoice approval process?

DataServ can get you started in days!

Compliance

Reduce Risk and Increase Transparency

DataServ’s Accounts Payable process can reduce your cost of compliance with automatic currency conversion and built-in controls for all countries.

Global Approval Matrix

DataServ documents delegation of authority, and automatically converts thresholds across any form of currency. Our software can convert any currency, using the real-time exchange rate to simplify approvals and ensure accuracy.

Global eInvoicing Mandates

Accounts payable invoice automation will help you keep compliant with eInvoicing initiatives around the globe – no matter the country or technical requirements.

Vendor Portal Options

Vendor Inquiry

Offer secure access directly to your vendors who are inquiring about payment reconciliation, status, or invoice issue resolution.

Vendor Setup

Grant accounts payable employees and vendors the ability to facilitate the collection of data for new vendor onboarding, upload critical documentation, and make key information updates with a set approval process for control.

Check Request

Our software solution allows your employees to request payment on demand when invoices or credit cards just aren’t feasible.

Want to see more of DataServ's solution?

Watch our video, and then, request a demo of our software.

AP Automation Software