Authentic Relationships Are at Our Core


A Complete Solution

Cobbling together multiple solutions is not only more expensive and time consuming, it simply doesn’t work as well. DataServ automation solutions are powerful, integrated, and manage every step of the process and automation for Accounts Payable, Accounts Receivable, and
Human Resources.

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Single Stream

Robust doesn’t begin to describe our ability to integrate any document in any format (paper, email, fax, EDI). Our integrated SaaS-based Digital Mailroom has state-of-the art OCR that’s backed by the industry leading human validation process to deliver 99% pre-ERP accuracy.




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Tailored to You

Our automation solutions aren’t just built for speed, they’re built to last. As your needs evolve DataServ meets them. Plus, your business can never ‘outgrow’ DataServ; our SaaS model allows for infinite size and power.

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Reduce Cost

DataServ reduces costs in different ways for different clients. Our solution eliminates paper and the errors it brings, improves compliance, decreases turnaround time, and allows your internal staff to dedicate their time to higher priority job functions (just to name a few).

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Increased Accuracy & Visibility

With DataServ there are no workflow bottlenecks and no duplicated documents. Real time visibility eliminates stalled invoices, late fees, and insight on vendor discounts. Think of us as your (software) crystal ball.

Industries Served

We're proud of our ability to bring standard AP, AR and HR automation to various industries, but we’ve had a lot of success with companies in the following categories.

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Integration Experience

DataServ's cloud Integration Experience has been gained across multiple industries, continents and platforms. Our software has been successfully integrated with numerous business systems — from ERPs to MRPs to Financial Management to Email in both traditional on-premise software and cloud environments.

Our expertize extends to systems such as:

See our full list of Integration Experience.


DataServ At-a-Glance

DataServ provides:


A fundamentally better approach 

Our business model is built on long-term relationships. We are only successful if your team members use our automation solutions to achieve the desired benefits. We stay with you until our solution works to your satisfaction, and we continually assess performance and bring you fresh ideas for improvement during regular Executive Business Reviews.


Change management

Ensuring that your team members and vendors effectively adapt to the new way of doing business ultimately determines success. Our Rapid Adoption Kit™ is proven to ease the burden on both employees and vendors.


A solution tailored to you

Our solutions in Accounts Payable, Accounts Receivable, and Human Resources are flexible enough to combine best practices with your unique needs. We bend our technology to fit you, not the other way around.


One platform for all your needs

One platform, one software, one dedicated partner. No need to struggle with different user interfaces, manage multiple vendors, or cobble together a process that “might” work for you.

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Cost savings and predictability 

Our fixed-fee startup costs and clear monthly pricing assure that there will be no surprises. Clients appreciate our fair, flexible and predictable pricing model that delivers a strong return on investment in both time and money.


Less risk 

There is no large upfront commitment. You can start small, perhaps with a simple function, process, location or bite-sized chunk. Together we’ll establish a roadmap, and build your solution one step at a time. Our SaaS platform, scalable pricing model, and Agile methodology guarantee your satisfaction at each step.

Our Solutions

We’re passionate about helping our clients transform their businesses, improve their bottom lines, and simplify their lives.


Accounts Payable Automation

AP automation saves time and money and delivers visibility and control to the Procure to Pay process.


Accounts Receivable Automation

AR automation delivers control throughout the Quote to Cash process, including the most important one (getting paid).


Human Resources Automation

HR automation impacts every employee,
every document, every process,
every time.


Client Satisfaction Guarantee

If clients are not completely satisfied with our automation solutions and related services under the terms of the agreement, and we cannot correct the issue, clients may cancel the service agreement and DataServ will return all documents and data.

Our Team

We believe in our business, our clients’ success, and we have a good time doing it.

Jeff Haller

CEO & Managing Partner


Kathi Haller, CPA

Chief Financial Officer


Julie Lintner

Client Success Director


Drew Gillow

Director of Technology


Tom Fischer
Tom Fischer

Director of Marketing


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Contact Us

Want to learn more about our AP solutions, AR solutions, or HR solutions?