+
+

Related Products

  • Traild
    6 Ratings
    Visit Website
  • Order.co
    228 Ratings
    Visit Website
  • Sage Intacct
    8,791 Ratings
    Visit Website
  • Fraxion
    195 Ratings
    Visit Website
  • Gravity Software
    45 Ratings
    Visit Website
  • Melio
    2,212 Ratings
    Visit Website
  • FISPAN
    5 Ratings
    Visit Website
  • Zahara
    34 Ratings
    Visit Website
  • Xero
    6,132 Ratings
    Visit Website
  • Epicor Financials
    Visit Website

About

For over 27 years, DataServ has delivered Accounts Payable invoice automation solutions that enable accounting teams to eliminate data entry, increase accuracy, and focus on higher-value tasks. As pioneers of the finance SaaS market, DataServ solutions are simply incomparable. Our solutions integrate seamlessly, but can also be used independently, giving us the unique capability to offer our clients the ability to evolve into the full solution at their own pace. Our document intake solution is second to none, with over 99% clean data output in 24 hours. Only DataServ can offer you true touchless invoice processing with our proprietary AutoVouch system.

About

For over 34 years, Fintech has been leading the way in automating accounts payable (AP) and accounts receivable (AR) processes within the alcohol industry. Our flagship product, PaymentSource®, is relied upon by over 260,000 retail and hospitality businesses and more than 7,500 alcohol distributors, vendors, and supply chain partners nationwide. This innovative platform eliminates manual AP and AR tasks, enhances payment workflows, and captures essential B2B transaction data for companies across the country. Over the years, we’ve expanded beyond the alcohol industry, applying our expertise in AP and AR automation to all invoices. Alongside invoice management, we now offer cutting-edge solutions such as Scan-Based Trading (SBT), a customized beverage CRM, and advanced reporting tools designed to tackle the unique operational challenges faced by our clients.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Mid-sized to global Fortune 500 clients in the wholesale and distribution, manufacturing, healthcare, retail, and financial services industries.

Audience

Retail Stores, Hospitality Businesses, Accounting Firms, Alcohol Distributors, Vendors and Supply Chain Partners

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

Our pricing is dependent on your business needs. Distributors will pay per invoice and retailers pay per month. Our pricing model is built to fit each business and budget.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 2.0 / 5
ease 2.0 / 5
features 3.0 / 5
design 2.0 / 5
support 3.0 / 5

Pros & Cons from Real Users

Pros

  • Connects all of our locations, integrated well with our system, accurate invoice information, and cut out so much manual work. I think the time it saves is my biggest pro. Our team has been able to focus on other things like our vendor master and discounts.
  • We get started pretty fast and was a lot easier than we expected. We forwarded our email to a DataServ email and didn't have to deal with invoice data entry. The training was included and they helped us set up our workflows and connect to our system. They even trained the folks at our other locations for free when we decided to use it there.

Cons

  • I don't have any notable cons. The user interface is bit outdated, but it's still intuitive and the functionality is there. I would like to be able to customize the supplier portal.
  • We had sticker shock at first, but once we talked to them and showed the rest of the team, we decided it was worth it.

Pros & Cons from Real Users

Pros

  • The only good point that I can think of is that I consume less checks and have to get them printed less often.

Cons

  • Requires two accounts if you both "get paid for " and "pay" invoices. No transparency in distributor auto pay of what invoices got combined. Mistakes are made often by suppliers on deposits/returns, paying with a check never had these issues.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

DataServ
Founded: 1994
United States
www.dataserv.com

Company Information

Fintech
Founded: 1991
United States
fintech.com

Alternatives

Alternatives

Fidesic

Fidesic

Enliven Software

Categories

Accounting Supported
Accounts Payable Supported
AP Automation Supported
Spend Analysis Supported

Categories

Accounts Payable Features

Approval Process Control Supported
Bank Reconciliation Supported
Cash Management Supported
Check Writing Supported
Duplicate Payment Alert Supported
Fraud Detection Supported
General Ledger Entry Supported
Vendor Management Supported

Accounting Features

Accounts Payable Supported
Accounts Receivable Not Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Not Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Not Supported
Government Supported
Multi-Currency Supported
Nonprofits Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Supported
Tax Management Not Supported

Accounts Payable Features

Approval Process Control Supported
Bank Reconciliation Supported
Cash Management Not Supported
Check Writing Not Supported
Duplicate Payment Alert Not Supported
Fraud Detection Not Supported
General Ledger Entry Supported
Vendor Management Supported

Accounts Receivable Features

ACH Payment Processing Supported
Billing & Invoicing Supported
Check Processing Not Supported
Collections Management Not Supported
Online Payment Processing Supported
Overpayment Processing Not Supported
Partial Payments Not Supported
Receivables Ledger Not Supported
Recurring Billing Not Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Not Supported
Contingency Billing Not Supported
Customer Portal Not Supported
Customizable Invoices Supported
Dunning Management Not Supported
Hourly Billing Not Supported
Invoice History Supported
Mobile Payments Not Supported
Multi-Currency Not Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Supported
Project Billing Not Supported
Recurring/Subscription Billing Not Supported
Service Ticket Billing Not Supported
Tax Calculator Not Supported

Integrations

PDI Supported
QuickBooks Online Supported
BirchStreet eProcurement Not Supported
COGS-Well Not Supported
Infor CloudSuite ERP Supported
Infor M3 Supported
Iptor.com Supported
JD Edwards EnterpriseOne Supported
Jonas Enterprise Supported
Microsoft Dynamics 365 Supported
NetSuite Supported
PDI/Retail Suite Supported
Restaurant365 Not Supported
SAP Ariba Supported
Sage 100 Supported
Sage 300 Supported
Sage Intacct Supported
Sculpture Hospitality Not Supported
mPower Beverage Not Supported

Integrations

PDI Supported
QuickBooks Online Supported
BirchStreet eProcurement Supported
COGS-Well Supported
Infor CloudSuite ERP Not Supported
Infor M3 Not Supported
Iptor.com Not Supported
JD Edwards EnterpriseOne Not Supported
Jonas Enterprise Not Supported
Microsoft Dynamics 365 Not Supported
NetSuite Not Supported
PDI/Retail Suite Not Supported
Restaurant365 Supported
SAP Ariba Not Supported
Sage 100 Not Supported
Sage 300 Not Supported
Sage Intacct Not Supported
Sculpture Hospitality Supported
mPower Beverage Supported
Claim DataServ and update features and information
Claim DataServ and update features and information
Claim Fintech and update features and information
Claim Fintech and update features and information