# DataServ SaaS AP Automation Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is DataServ SaaS AP Automation the right Accounts Payable solution for you? Explore 15 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/147948/DataServ-SaaS-AP-Automation/reviews

---

DataServ SaaS AP Automation

4.5 (15)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

* * *

Last updated March 13th, 2026

# Reviews of DataServ SaaS AP Automation

Ease of use

4.6

Customer Service

4.5

## Showing most helpful reviews

Showing 1-15 of 15 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Alina P.  
Accounts Payable Team Leader  
  
Used the software for: 2+ years

### "Great collaboration, very helpful and user friendly tool!"

May 25, 2018

5.0

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

VR

Verified Reviewer  
Director, Shared Services Accounting  
Electrical/Electronic Manufacturing  
Used the software for: 2+ years

### "Great company providing value to customers"

December 21, 2020

5.0

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

JD

Jennifer D.  
Senior AP Clerk  
Transportation/Trucking/Railroad  
Used the software for: 1-2 years

### "Thankful to have this product especially during the pandemic"

January 4, 2021

3.0

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

BC

Beverly C.  
Service Coordinator  
Retail  
Used the software for: 2+ years

### "Time Saving"

April 22, 2019

5.0

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

VR

Verified Reviewer  
General Accountant  
  
Used the software for: 1-2 years

### "My two years experience with DS tells me that this is a very helpful tool."

May 11, 2018

5.0

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

KW

Kim W.  
Director Accounts Payable  
Information Technology and Services  
Used the software for: 2+ years

### "Director Accounts Payable"

January 4, 2021

4.0

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

SA

SAmantha A.  
Accounts Payable Clerk  
Mining & Metals  
Used the software for: 2+ years

### "Data at your fingertips"

October 29, 2018

4.0

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

AE

ANTONETTE E.  
Accounts Payable Specialist II  
Industrial Automation  
Used the software for: 2+ years

### "Dataserv is very helpful for companies like Emerson"

October 23, 2017

5.0

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

DV

Dana V.  
Financial Shared Services Manager  
Financial Services  
Used the software for: 2+ years

### "DataServ is a very flexible tool which meets our business requirements for invoice processing."

May 31, 2018

5.0

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

VR

Verified Reviewer  
IT Director - Applications  
Electrical/Electronic Manufacturing  
Used the software for: 2+ years

### "Good tool to step into invoice automation for small and medium size businesses"

August 6, 2018

4.0

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

AMD

Ana Marie D.  
Assistane Manager  
Business Supplies and Equipment  
Used the software for: 2+ years

### "Dataserv"

August 7, 2018

5.0

The support team of DataServ is impressive. I commend support is always being accommodating whenever we approach.

Pros

I like the functionality, easy to navigate and the information needed when vouching an invoice is already available.

Cons

Some invoices are missing. New annotation get lost when we attach document.

Review Source

EUS

Emre Utku S.  
Software Engineer  
Computer Software  
Used the software for: 6-12 months

### "Cloud based AP Automation"

August 1, 2022

5.0

Pros

It is pretty useful to have a AP Automation platform that provide a cloud based solution.

Cons

As a software developer my experience with DataServ SaaS AP Automation is quite good so far. I have no negative spects to mention here.

Review Source

EW

Erin W.  
Administrative Assistant  
Entertainment  
Used the software for: 6-12 months

### "great teamwork with Dataserv to address Sony's needs"

August 1, 2017

4.0

streamlined invoicing

Pros

User Interface is simple and clean. The Dataserv team has worked diligently to address my company's struggles and create a long term solution to create the most efficient and effective invoicing process

Cons

This software lacks some visibility/control features that would positively enhance the invoicing experience. Dataserv is currently working to develop these features I have requested and has been consistent in addressing our needs.

Review Source

DF

David F.  
Mgr of Shared Services  
Dairy  
Used the software for: 2+ years

### "User friendly."

July 31, 2017

4.0

Improved processing of our centralized payables systems.

Pros

The software is easy to customize to fit our business model. The ease of making configuration changes allows us to constantly improve and find efficiencies within our payables processing.

Cons

The system can be inconsistent at times. Recently we have experienced few issues with this, but over the past year we've had instances where the system is not reacting as expected.

Review Source

CA

Calin A.  
AR/Projects Accountant  
  
Used the software for: 6-12 months

### "Very friendly user "

May 25, 2018

5.0

Pros

Easy to user and intuitive. No bugs detectes since I use this application. The Application work very good without any lag.

Cons

Nothing bad to say about it. The buttons are a little bit "old school". Also to redesign the loading screeen.

Review Source

Similar Products

Featured