Case Studies

Been There, Solved That.

Distribution of Wente wines was expanding nationwide and the company wanted to keep costs under control while growing top line revenue. To expand volume without adding staff, Wente turned to DataServ’s P2P solution.

FULL CASE STUDY

DataServ processes Mallinckrodt’s data into exact legally acceptable electronic image documents and makes them available to any credit team member anywhere in the world from their desktop, providing timely and complete access for their staff.

FULL CASE STUDY

With DataServ's AP automation, Arbill has one solution that can handle both purchase order and non-purchase order invoice processing, as well as improved document control, auditability and retention management.

FULL CASE STUDY

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 and Accounts Receivable.

A solution tailored to you

Best-in-class solutions in Accounts Payable and Accounts Receivable tailored to each client.

Flexible approach

Ability to 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.

Cost savings and predictability

Fair, flexible, and predictable pricing model that delivers a strong return on investment in both time and money.

Effective change management

Commitment to help your employees and vendors successfully transition and embrace the change quickly, including our Rapid Adoption Kit; our initialization team remains in place as long as needed.

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.

Industries Served

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

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.

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).

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

Co-Founder & CEO, CRO

Kathi Haller, CPA

Co-Founder & COO, CFO

Troy Hupp, APPSC

Director of Client Success

Jamey Biegener, APPSC

Director of Software Product Management

Drew Gillow

Director of Technology

Tom Fischer

Director of Marketing

Scott Travis, APPSC

Director of Sales

Contact Us

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