“Back then you had two choices: Off the shelf and custom software. Each on its own, just didn’t work. We were seeing it fail time and time again. Then one day, I read a startling statistic in The Standish Group’s Chaos Report...Traditional software had an 85% failure rate. It just wasn’t delivering what companies were asking for. So, we thought, there must be a better way. We took the best parts of each and developed Accounts Payable SaaS.”
– Jeff Haller, Co-Founder, CEO, CRO
To this day, we offer unparalleled Accounts Payable Automation solutions. Our SaaS platform was built from scratch – not bolted together from acquisitions – with input from tens of thousands of users over the past 27 years. We offer clients the best of both worlds: a solution that's 80% industry standard and 20% tailored; delivered with service, process knowledge, and a satisfaction guarantee. Our incredible, long term relationships with clients demonstrate one of our core tenets: evolution. We have continually evolved to accommodate the changing needs of our clients and the Accounts Payable industry as a whole.
From our inception we created solutions that are:
Sure, our mission, vision, and value statements are on our walls and in our employee handbooks, but they’re more than that. We live them every day. They are the guiding force to how we think and behave, all for the betterment of our clients, our co-workers, and our community.
DataServ automates global B2B transaction processes delivering tailored SaaS solutions and knockout services to create trusted relationships.
We will simplify the worlds B2B transactions, bring respect to your team, insights to your leadership and control to your organization.
Jeff has been building companies and fueling his entrepreneurial spirit for more than two decades. His expertise spans several industries, including consulting, information technology, and telecom — all of which led to the founding of DataServ in 1994. Although the term had not been developed yet, DataServ was the first Software as a Service (SaaS) provider of document and process automation. Jeff has led the company through many growth phases and at least two recessions – all while successfully building and maintaining strong customer relationships. He is frequently a speaker at AP and AR industry events. Jeff is the former board president of the Foster & Adoptive Care Coalition, which is focused on eliminating the time kids spend in foster care by quickly finding them homes.
With more than 20 years of leadership experience, degrees in both accounting and IT, and deep expertise in software development, Kathi shapes our product vision. Prior to DataServ, Kathi spent 10 years in Deloitte’s audit practice, where she served several Fortune 500 clients as a CPA. This is where she gained an in-depth understanding of AP and AR transaction cycles. Her passion, integrity, and fairness have led DataServ to solid profitability, excellent client relationships, and a strong team, which are our most valuable assets. Kathi has been recognized on the list of Most Influential Business Women in St. Louis. She was formerly on the governing board for the Foster & Adoptive Care Coalition, the finance committee at Forsyth School, and currently serves on the marketing committee of The St. Michael School of Clayton.
Troy champions the success of DataServ clients by partnering with them to deliver automation solutions to their respective organizations. As the Director of Client Success, Troy is responsible for the Initialization, Solution Delivery, Account Management, and Client Support teams at DataServ. Troy’s 25-year career in the B2B space is built on his passion around client service combined with technical knowledge and project management. Troy’s most recent experience at Equifax included product, marketing, implementation, and client success roles on a global scale for SaaS solutions in the Human Resources marketplace. He is a graduate of the University of Cincinnati with a degree in Mathematics, has earned a Lean Six Sigma Greenbelt, and is Agile certified. Troy, a former professional baseball player and avid Ohio State fan, enjoys CrossFit and being involved in his 4 children’s athletics and activities. Troy and his wife and children reside in St. Louis.
Jamey is responsible for strategically designing and guiding the product vision and roadmap for DataServ solutions. Since joining the DataServ team in 2004, Jamey has developed a deep understanding of the technology behind the DataServ platform and serves as a liaison to the marketplace, bringing the voice of our users to product decisions. She is certified by the Institute of Finance & Management as a P2P solutions consultant and has completed the Product Management Certificate Program from the University of California, Berkeley, where she mastered customer-focused design and frameworks. Jamey has a bachelor’s degree in business administration and a master’s degree in management information systems from the University of Missouri-St. Louis. She lives in O’Fallon with her husband and three children.
With vast technical knowledge, strong leadership skills, and more than 20 years of supply chain technology experience, Drew is dedicated to ensuring technology investments keep pace with a company’s ever-evolving operational needs. Previously at Monsanto, Drew served in various IT roles during his 20-year tenure. He has managed projects in excess of $20 million and has earned industry awards, including AgGateway’s Ron Storms Memorial Award for lifetime contributions to electronic commerce in the agri-business industry. A graduate of Washington University in St. Louis, Drew holds an MBA and degrees in computer science, electrical engineering, and systems engineering. When he’s not spending time with his wife, four children and dogs, Drew enjoys rehabbing houses and traveling.
Tom brings his passion for understanding the marketplace, connecting with buyers, and collaborating with client teams to DataServ. With more than 20 years of experience in B2B marketing, Tom is well-versed in digital marketing, demand generation, brand building, public relations, and market research disciplines. His prior work at Equifax and Maritz developed his expertise in the financial services and human resources industries. Tom brings a unique combination of creative and analytical thinking to his role, which are vital to developing effective marketing and communications programs. Tom has a marketing degree with a minor in accounting from Missouri State University and an MBA from St. Louis University. Subscribing to a “life is good” outlook, Tom loves keeping up with his two children, traveling, and all things outdoors.
As Director of Sales, Scott leads our Sales and Business Development teams in achieving company growth by helping clients solve their problems and achieve their goals. Scott challenges the status quo and uses a consultative approach to understand a client's current state and guide them on what the future could hold. Prior to DataServ, Scott held several senior executive roles building sales, marketing and client success teams for technology companies with a focus on enterprise SaaS and related services. Scott has served in startups to Fortune 500 sized companies with a passion for scaling early to mid-stage companies. Scott holds a degree in Marketing from the University of Iowa and has earned numerous technology & professional development certifications throughout his career. Outside of work, Scott enjoys watching his sons compete in sports, spending time with family and friends, and spoiling his dog Cooper.
DataServ is more than software. Our team of experts offer the knowledge and experience needed to tailor a solution that caters to your organization’s unique challenges, and then help you scale and pivot as times change.
Jessica focuses her time on finding top-notch talent for the DataServ team, with over 8 years of recruiting experience in both agency and corporate settings for a variety of industries. During her off hours, she enjoys spending time with her two children playing sand volleyball, bowling, and at the lake.
Kristin’s focus is on proactively partnering with clients. She possesses expert knowledge of software initializations, requirement analysis, end-user training/support, and testing techniques. She lives in St. Louis with her husband and two daughters.
With a mission to “change the world, one document at a time,” Marquie joined DataServ in 2007. Marquie troubleshoots Tier 2 issues to help drive resolutions for clients. He enjoys Brazilian jiu jitsu, judo, boxing, taekwondo, DJing, and feeding puppies.
David has been managing IT infrastructure for more than 20 years in a variety of industries, and manages and monitors the backbone of the DataServ network. He takes his enthusiasm for technology home where he continues to explore new systems, devices, and toys. He lives in Lake Saint Louis with his wife and their dog.
Amy manages the DataServ Digital Mailroom. She has worked in all areas of the department and fully understands what is required to provide clients fast, accurate data capture – while processing literally millions of documents each month.
Janet joined DataServ with over 10 years of customer service experience with emphasis in documentation and training to help clients be more successful in getting the most out of their software solutions. When not working, Janet shows Quarter horses at the state and national level, having earned many titles. In addition, she is an MQHA Director and Award Chairperson.
Jared is one of the first points of contact with DataServ. His goal is to better understand any areas of pain that exist within an organization and determine if we are a fit for each other. Outside of DataServ, he spends time with his beautiful wife raising their two daughters, moonlights around St. Louis as a local musician and is a globally ranked pinball aficionado.
Laura devotes her time at DataServ to educating our clients so they can get the most out of our solution. She is continually creating new education tools or hosting training sessions to meet client needs. When not working, Laura loves spending time with her husband and daughter, as well as her large extended family.
Christian's years of working in customer service and his technical abilities have garnered to be critical for the success of our clients. As a team lead, he takes an active role in solving complex problems. In his free time, he enjoys spending time in the warm sun, cooking with his girlfriend and being an all-around creative mind.
Tony works with prospective clients to educate them on our solutions and supports our product team through research. He has worked in financial technology since 2010 and joined DataServ in 2016. He enjoys playing sports, spending time outdoors, traveling the world, and being with his family and dogs.
Daniel works with new and existing clients alike to get them setup when a new capability or solution is contracted. When outside of DataServ, Daniel enjoys spending time with his wife and dogs, playing volleyball and fantasy football.
As the manager of Finance, HR, and Legal, Amy oversees the billing and contract processes. She has covered many of the finance areas over the last 12 years from AP to payroll. Amy lives in Portland, Oregon with her husband, two children and a dog who loves to chase their cat.
Adam's focus is a client's success during initializations. A project manager and problem solver at heart, he partners with clients and the entire DataServ team to coordinate project activities, communicate to stakeholders, and make progress happen! Adam enjoys being a dad, husband, traveling to new places, and indulging his sweet tooth.
Dena is often the first point of contact with our people and solutions. She has the innate ability to help prospective clients identify their unmet needs and desires, assisting with prioritizing internal process improvement initiatives and strategizing for premium efficiency and productivity gains.
Drew works each day directly with clients. He helps them make configuration changes, support international teams overnight and solves client challenges when they arise. When not in the office, he can be found with family and friends doing martial arts, working out or playing guitar.
Dawn is focused on educating clients and prospects on the differentiation of our solutions, in addition to managing client events and trade shows. She brings a distinctive perspective to the marketing team due to her experience in event planning, sales, account management, product marketing, and operations. Dawn loves to travel with her family and watch her children play sports.
Mark manages the development, configuration, and quality assurance teams. With over 17 years of experience, he has a great understanding of clients' needs and how to balance them with solution enhancements. Mark and his wife love traveling the U.S. and Europe and are attempting to take their son to all 419 U.S. National Parks before he graduates high school.
Matt works with all of our clients to help them get the most out of DataServ. His experience with datasets enables him to dive deep into the numbers to find the most efficient path forward for our clients. While not at DataServ, Matt enjoys spending time with his wife, three young children, and is an avid backpacker.
Jack is a seasoned sales professional and is passionate about his clients’ success. He has provided valuable ERP and supply chain software, services, and solutions to leaders in the manufacturing, distribution, and event industries. Jack loves to travel and wants to visit every beach in the world with his wife.
Scott designs, configures, and manages solution initializations for new and existing DataServ clients. He joined the Client Success team at DataServ in 2019 but has worked to onboard clients to their SaaS-based solutions since 2016. During his free time, Scott enjoys spending time with his wife and two children and cheering on St. Louis sports teams.