--- title: "DataServ SaaS AP Automation Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about DataServ SaaS AP Automation Software - reviews, pricing plans, popular comparisons to other Accounts Payable products and more." source_url: "https://www.capterra.com/p/147948/DataServ-SaaS-AP-Automation/" page_type: "product" language: "en" publication_date: "2026-09-28" --- # DataServ SaaS AP Automation Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 28, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) DataServ SaaS AP Automation ## What is DataServ SaaS AP Automation? SaaS-based AP software since 1994. What sets DataServ apart is our expertise and consultative approach. We don't just provide software, our experts work with you to identify pain points, provide a solution, and develop an implementation plan that will have minimal impact on your team. Once we get started we can implement a solution, tailored to your needs in days. And we stay with you. Tiered support and training are included in our solution. After all, we are the experts and you are the users. ## What is DataServ SaaS AP Automation used for? [Procurement](https://www.capterra.com/procurement-software/)[Expense Report](https://www.capterra.com/expense-report-software/)[Accounts Payable](https://www.capterra.com/accounts-payable-software/) Top alternative Featured Overall rating Based on 15 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $0.01 Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for DataServ SaaS AP Automation?[Manage this product listing](https://www.g2.com/products/dataserv/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### DataServ SaaS AP Automation 4.5 (15) VS. [4.2 (2,086)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting Price $0.01 Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (15) Ease Of Use 4.0 (2,042) Value For Money 4.6 (14) Value For Money 3.9 (1,631) Customer Service 4.5 (14) Customer Service 3.8 (1,734) ## DataServ SaaS AP Automation alternatives [4.4 (684)](https://www.capterra.com/p/163115/Zoho-Books/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars Highest Rated [4.6 (236)](https://www.capterra.com/p/141589/Officewise/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.2 (1,341)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [4.4 (3,341)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars ## FAQs about DataServ SaaS AP Automation Overview ### Which roles and teams benefit most from DataServ SaaS AP Automation? DataServ SaaS AP Automation is most used by accounts payable clerks, specialists, and team leaders managing invoice capture, routing, approvals, and payment-related exceptions. Shared services managers and accounting directors oversee standardized AP processes and reporting, while IT application leaders and software engineers support integrations, access, and system administration. Answer based on 15 reviews Overview ### What company size and specific industries is DataServ SaaS AP Automation built for? DataServ SaaS AP Automation is designed for mid-sized organizations through global Fortune 500 companies in wholesale and distribution, manufacturing, construction, energy, utilities, retail, and financial services. It is built for businesses that need accounts payable automation across complex, large-scale operations in these sectors. Features and Usability ### What are the key features of DataServ SaaS AP Automation? DataServ SaaS AP Automation includes invoice processing, accounts payable, purchase order management, and vendor management as core features. It also offers approval process control, audit trail, workflow automation, duplicate payment alerts, payment reconciliation, and reporting tools such as dashboards, real-time analytics, and customizable reports. Integrations ### Which third-party tools and platforms does DataServ SaaS AP Automation integrate with? DataServ SaaS AP Automation integrates with Coupa, JD Edwards EnterpriseOne, Microsoft SharePoint, NetSuite, SAP Ariba, SAP Business One, and Salesforce Sales Cloud. These catalog integrations cover procurement, ERP, document management, and CRM platforms used in accounts payable workflows. Getting Started and Support ### What training and onboarding options does DataServ SaaS AP Automation offer? DataServ SaaS AP Automation provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide self-paced training resources. Getting Started and Support ### What customer support options does DataServ SaaS AP Automation offer? DataServ SaaS AP Automation provides Email/Help Desk, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. User feedback on support is not available here, so no patterns about response time, helpfulness, or common frustrations can be stated. ## Features AI summary Based on 4,930 Accounts Payable reviews Capterra reviewers highlight these as the features buyers value most when choosing Accounts Payable software: - **Accounting** (**62%** of reviewers rated this feature as critical) - **Invoice Processing** (**55%**) - **General Ledger** (**55%**) DataServ SaaS AP Automation supports **Accounting** and **Invoice Processing**, helping finance teams manage core payables tasks and handle invoices more efficiently. However, it does not include **General Ledger**. Instead, the product offers **Billing & Invoicing** (**58%**) and **Expense Tracking** (**51%**), which still cover closely related financial workflows. These features help businesses maintain visibility into outgoing payments, track spending, and keep day-to-day financial operations organized. Billing & Invoicing 1.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Accounts Payable 4.5 (2) 150.00% of 2 reviewers that rated this feature as important or highly important Track money owed to a company's creditors/suppliers Multi-Currency 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage and handle various international currencies Access Controls/Permissions Define levels of authorization for access to specific files or systems Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Accounting Integration Integrate with a third-party accounting system DataServ SaaS AP Automation 79 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Accounts Payable: Track money owed to a company's creditors/suppliers - Accounts Receivable: Track outstanding invoices and the money owed from clients - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Aging Tracking: Categorizes outstanding invoices based on the amount of time they have remained unpaid - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automatic Billing: Setup and send recurring or automated bills - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Budgeting/Forecasting: Create budgets based on historical data and future projections - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Categorization/Grouping: Organize and group data or items based on various criteria - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contract/License Management: Track, store, and access client contracts or licenses - Currency Conversion: Change one currency to another based on real-time rates/values - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Duplicate Payment Alert: Receive an automatic notification when the exact same payment is about to be initiated for the second time - Electronic Funds Transfer: Transfer money electronically between two bank accounts - ERP integration: Integrate with existing ERP systems - Expense Claims: Attaching relevant receipts or supporting documents to submit expenses for reimbursement - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Fraud Detection: Identify and prevent suspicious activity - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Currency: Manage and handle various international currencies - Multi-Location: Manage and support multiple locations - Offboarding: Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Purchase Order Management: Create, send, and track purchase orders and their statuses - Purchase Order Reconciliation: Aligns purchase orders with incoming invoices and receiving reports - QuickBooks Integration: Integrates with QuickBooks - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Receipt Management: Upload, track, and submit receipts in a central database - Recurring Payments: Automatic and regular transactions made through a secure online platform at predetermined intervals (monthly, quarterly, etc.) - Reimbursement Management: Manage compensation for out-of-pocket expenses incurred by an employee, client or another party - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Requisition Management: Review, approve and cancel requests for goods/services to be purchased - Risk Assessment: Initiate collection and analysis of known risks - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Single Sign On: Allow users to access multiple services after entering their login credentials once - Spend Analysis: Review and uncover trends in spending activity - Status Tracking: Track the status over time for a request, process, asset, or transaction - Supplier Management: Manage all supplier data and operations - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. - Vendor Master Data Management: Create and maintain quality vendor data through data validation, maintenance, and audit trails to ensure proper compliance and sourcing - Vendor Payment: Process payment to vendor(s) for goods/services received - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.2 (15) 4.2 Based on 15 reviews ## Pricing Value for money 4.6 (14) Basic $0.01 Per Month Value for money 4.6 (14) 4.6 Based on 14 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[ NetSuite](https://www.capterra.com/p/135757/NetSuite/)[ SAP Business One](https://www.capterra.com/p/214667/SAP-Business-One/)[ JD Edwards EnterpriseOne](https://www.capterra.com/p/212037/JD-Edwards-EnterpriseOne/)[ Coupa](https://www.capterra.com/p/115928/Coupa/)[ SAP Ariba](https://www.capterra.com/p/227334/SAP-Ariba/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.5 (14) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (14) 4.5 Based on 14 reviews ## User reviews Overall rating 4.5 Based on 15 reviews Filter by rating Counts reflect reviews available in this feed. 5(9) 4(5) 3(1) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful RE Reviewer Accounts Payable Team Leader Used the software for: 3-5 years ### "Great collaboration, very helpful and user friendly tool!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 May 31, 2018 Pros Easy to use for AP responsibles and approvers, transparency at all levels, easily customizable. Prompt helpdesk feedback. Accesible from anywhere. Flexibility to make it fit the company's needs. Cons Reports need to be customized to meet our KPI needs. Rather expensive fees for new implementations or development. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer Director, Shared Services Accounting Used the software for: 3-5 years ### "Great company providing value to customers" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 24, 2020 We started with a paper process many years ago- Dataserv brought us powerful automation that yielded significant efficiency gains. They have followed up with improved ease of use, reliability and analytics that have helped us realize incremental productivity gains from the original value proposition. Pros It is easy to use, allowing quick deployment throughout the organization. The service team is also very responsive and typically their service levels exceed contract SLA's. Cons We haven't fully taken advantage of the automation it offers in terms of hands free mail-to-vouch technology (called "Autovouch") On us, not them! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Senior AP Clerk Used the software for: 1-3 years ### "Thankful to have this product especially during the pandemic" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 January 5, 2021 The visibility and accountability built into Dataserv are wonderful. At first, the managers and directors questions why they were seeing invoices that they had never seen before. Once they got used to it they appreciated the visibility and now question when they aren't seeing invoices. Dataserv has freed up the AP department from the tedium of entering invoices into our payable system. Allowing the department to be more customer services based and tackle other areas of AP. Pros I am very thankful we had Dataserv during this pandemic. It is very convenient to be able to code and approve invoices from anywhere on my laptop. Being able to approve invoices on a smartphone is a great convenience to managers and directors that are on the road a lot. Not having to open the mail anymore is also a blessing. Especially working from home, there was not need to go into the office to get the mail, open it, send it out for approval, etc. Cons Some of the matrices are clunky and not very user friendly. As an administrator, it is often difficult to update location, users, extra. Also, you have to go to several different matrices to completely add a user. De-activating a user should have more functionality, ie you should not be able to route an invoice to a deactivated user or there should be some kind of alert. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Service Coordinator Used the software for: 3-5 years ### "Time Saving" 5.0 April 25, 2019 We have cut down on the amount of paper invoices that we must shuffle through for accounts payable. Everything is grouped together in one location with the ability to code right on the screen. With our payable system, if the invoice matches the PO, the process is automatic. I never have to approve it. It has cut payable time down to a fraction. Pros I like that I see only the invoices that are for my location. We are a large company with many locations and lots of invoices filter through here. With Data Serv, they can funnel to me only my store's invoices. Cons Sometimes it takes a little while for invoices to filter into my que, but that is no reflection of the software. its just our process that days a couple of days. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer General Accountant Used the software for: 1-3 years ### "My two years experience with DS tells me that this is a very helpful tool." 5.0 May 17, 2018 Pros Honestly, the dashboard feature. Helps a lot in organizing the work load. I also like that DS connects with ERP software used by different companies. Cons Waiting for the master data file to be pushed overnight. Not all the users understand that there is a period of time needed for the information in the ERP to get over to DS. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Director Accounts Payable Used the software for: 3-5 years ### "Director Accounts Payable" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 January 5, 2021 I have used DataServ for many years and for the most part very satisfied Pros User friendly and the staff is very helpful and easy to work with Cons would like to see improved reporting and two way match would be great Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Accounts Payable Clerk Used the software for: 3-5 years ### "Data at your fingertips" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 1, 2018 I love working within DataServ. It is super easy to personalize searches which helps me through every step of my work day. I couldn't imagine going back to pushing paper. Pros How easily it is to find one particular document using incomplete information. It really cuts the time you would have spent searching for a paper document or using a program where lots of unique identifying information is required to pull one invoice. Cons The lack of notification to Dataserv when there is an error that has caused transfers to be incomplete. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Accounts Payable Specialist II Used the software for: 3-5 years ### "Dataserv is very helpful for companies like Emerson" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 October 23, 2017 There are many benefits in using this software, easy viewing of invoices, user friendly and a lot more. Pros It helps a lot in processing our invoices. It is easy to access and the vendors can send directly the invoices to an email address and we can already process the invoices. Cons When the software is down we cannot work at all and the support sometimes is not answering the calls. Sometimes it is too slow also that your work is interrupted. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Financial Shared Services Manager Used the software for: 3-5 years ### "DataServ is a very flexible tool which meets our business requirements for invoice processing." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 4, 2018 It improves the performance of the AP team under my management and helps the team to process a higher volume of invoices. Helps me asses the performance of the team Pros DataServ is constantly upgrading the services they provide and keeps up with the business need. In an environment with constant change and where speed is essential, DataServ is the ideal tool for the accounts payable processing. It helped us improve the efficiency and performance. The dashboard is a great tool for the AP Clerks Cons We would like more detailed reports for individual performance. DataServ team is very approachable and they are working on improving also this side of the DataServ experience Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer IT Director - Applications Used the software for: 3-5 years ### "Good tool to step into invoice automation for small and medium size businesses" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 August 7, 2018 Pros Flexible, open to integration with legacy applications. Good support Cons User Interface could use a face-lift, which DataServ is currently working on. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. 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