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
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. Â
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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.
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.
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".Â
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.Â
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.
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.