# DataServ SaaS AR Automation Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about DataServ SaaS AR Automation Software - reviews, pricing plans, popular comparisons to other Billing and Invoicing products and more.

Source: https://www.capterra.com/p/232228/Quote-to-Cash

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# 

 DataServ SaaS AR Automation Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 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 AR Automation

## What is DataServ SaaS AR Automation?

For over 26 years, DataServ has delivered cloud-based AP and AR automation solutions that enable accounting departments to remotely standardize processes, eliminate data entry, increase accuracy, and allow teams to focus on higher value tasks. As pioneers of the finance SaaS market, only DataServ can offer a true Digital Mailroom with in-house SaaS OCR, ALL built-in features (not pieced together) over 99% clean data output, Quick Start implementation, and advanced AI learning technology.

## What is DataServ SaaS AR Automation used for?

[Billing and Invoicing](https://www.capterra.com/billing-and-invoicing-software/)[Accounts Receivable](https://www.capterra.com/accounts-receivable-software/)

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$0.01

Per Feature, Per Month

Free trial  
not available

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Do you work for DataServ SaaS AR Automation?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.DataServ.us&name=DataServ SaaS AR Automation)

## 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 AR Automation

4.0 (1)

VS.

[### FattureGo](https://www.capterra.com/p/217324/FattureGo/)

[4.5 (2)](https://www.capterra.com/p/217324/FattureGo/#reviews)

Starting Price

$0.01

Per Feature, Per Month

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.0 (1)

Ease Of Use

4.5 (2)

Value For Money

5.0 (1)

Value For Money

4.0 (2)

Customer Service

4.0 (1)

Customer Service

4.0 (2)

## DataServ SaaS AR Automation alternatives

[Easy Invoice+](https://www.capterra.com/p/159384/Easy-Invoice/)

[4.8 (5)](https://www.capterra.com/p/159384/Easy-Invoice/#reviews)

Starting price

$19.95

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Wingspan](https://www.capterra.com/p/228284/Wingspan/)

[1.5 (2)](https://www.capterra.com/p/228284/Wingspan/#reviews)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

0%

of reviewers

rated it above 4 stars

Highest Rated

[InvoicePlane](https://www.capterra.com/p/143889/InvoicePlane/)

[5.0 (2)](https://www.capterra.com/p/143889/InvoicePlane/#reviews)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[FieldForge](https://www.capterra.com/p/10050455/FieldForge/)

[0.0](https://www.capterra.com/p/10050455/FieldForge/#reviews)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

0%

of reviewers

rated it above 4 stars

## FAQs about DataServ SaaS AR Automation

Overview

### What company size and specific industries is DataServ SaaS AR Automation built for?

DataServ SaaS AR Automation is designed for accounts receivable departments and staff at organizations in the distribution, manufacturing, and financial services industries. It serves a global client base, making it suitable for companies of various sizes that need centralized access to AR collection resources.

Features and Usability

### What are the key features of DataServ SaaS AR Automation?

DataServ SaaS AR Automation offers accounting, invoice management, invoice processing, and payment collection for accounts receivable work. It also includes bank reconciliation, payment reconciliation, partial payments, document management, document storage, workflow management, and reporting & statistics, plus an activity dashboard for tracking financial tasks and purchasing & receiving support.

Talk to an expert

### More questions?

Ask our experts

Integrations

### Which third-party tools and platforms does DataServ SaaS AR Automation integrate with?

DataServ SaaS AR Automation integrates with 6 third-party platforms, including Coupa, Dynamics 365, JD Edwards EnterpriseOne, Microsoft SharePoint, NetSuite, and SAP Ariba. These catalog integrations cover procurement, ERP, and document management environments.

Getting Started and Support

### What training and onboarding options does DataServ SaaS AR Automation offer?

DataServ SaaS AR Automation provides in person training, live online sessions, webinars, documentation, and videos. These formats support guided instruction, scheduled group learning, self-paced reference, and visual walkthroughs for teams getting started with the product.

Getting Started and Support

### What customer support options does DataServ SaaS AR Automation offer?

DataServ SaaS AR Automation provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. No reviewer feedback on support is available, so support quality, response times, and common frustrations cannot be described from user experience in the catalog data.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Accounting

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Document Management

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Store, manage, and track all electronic documents in a centralized location

Financial Management

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Plan, manage, and track the financial activities of an individual or organization

Invoice Processing

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Creation, processing, verification, and execution of invoices till the payment is made

Purchasing & Receiving

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Reporting & Statistics

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

DataServ SaaS AR Automation 11 features

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Compare and match accounting/financial records with corresponding bank statements

Store, manage, and track all electronic documents in a centralized location

Plan, manage, and track the financial activities of an individual or organization

Creation, processing, verification, and execution of invoices till the payment is made

Allow customers to make a partial payment on an invoice and track remaining debt

Tracking, managing, and initiating the transfer of funds for overdue customer payments

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

5.0 (1)

5.0

Based on 1 reviews

## Pricing

Value for money

5.0 (1)

Basic

$0.01

Per Feature,Per Month

Value for money

5.0 (1)

5.0

Based on 1 reviews

## Integrations

[

Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[

Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[

NetSuite](https://www.capterra.com/p/135757/NetSuite/)[

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

4.0 (1)

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

4.0 (1)

4.0

Based on 1 reviews

## User reviews

Overall rating

4.0

Based on 1 reviews

Filter by rating

5(0)

4(1)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

AN

Anonymous User

Production manager

Food & Beverages

### "Good billing software"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

March 16, 2023

A wonderful program for managing various financial services, its price is suitable for all companies, and it provides good customer service.

Pros

A great program for automating AP and AR operations, which greatly facilitates the handling of data and facilitates the conduct of various accounting operations. Artificial intelligence is used to manage many features. Assists in the completion of financial services in general.

Cons

To facilitate the use of the program and in order to understand its features faster, tutorials must be provided as training and experience in applying the program.

Switched from

[Jobber](https://www.capterra.com/p/127994/Jobber/)

To take advantage of the lowest price.

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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