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Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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List of DataServ AutoVouch Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
American Senior Communities Healthcare 10000 $990M United States DataServ DataServ AutoVouch AP Automation 2013 n/a
In 2013, American Senior Communities deployed DataServ AutoVouch as a centralized AP Automation solution to consolidate invoice intake and provide visibility across its 91 senior living communities. The implementation targeted the accounts payable organization that processes roughly 155,000 invoices annually, combining approximately 130,000 paper invoices and 25,000 electronic invoices into a single intake and processing stream. The deployment architecture centers on DataServ’s Digital Mailroom and a SaaS OCR Invoice Processing MachineTM, which captures key invoice data fields after invoices are routed to DataServ via mail, email, or fax. DataServ AutoVouch implements SaaS OCR data capture, automated workflow processing, default invoice coding, analytics reporting, and document retention and storage, and it hosts scanned images and extracted data online for early visibility and tracking. Operational integration includes scanned and imported documents entering an automated workflow where invoices are coded and routed to designated approvers, then posted to the client accounting system Great Plains for payment. The rollout followed a phased plan, beginning with six pilot facilities, expanding to half of the 91 communities within three weeks, and completing a full across-the-board rollout in approximately three months versus the originally planned six months, with comprehensive training and ongoing client success support provided by DataServ. Governance and process changes emphasized a single repository for AP documents, a uniform automated workflow to reduce manual touches, and default coding to limit facility-level miscoding, enabling tighter approval routing and document retention management. The implementation reduced the number of handoffs before documents entered the document imaging system and established standardized approver workflows and reporting for the accounts payable function. Outcomes reported by American Senior Communities include faster invoice approval cycles, quicker posting of invoices into the ERP, improved visibility into the payables process, reduced processing errors, decreased late fees, and no downtime during the three month startup. DataServ AutoVouch’s client success and account management support were cited as instrumental in resolving issues rapidly and maintaining operational continuity during and after rollout.
Nidec Motor America Manufacturing 25000 $4.0B United States DataServ DataServ AutoVouch AP Automation 2011 n/a
In 2011, Nidec Motor America deployed DataServ AutoVouch as an AP Automation solution to address high invoice volumes and paper based processing in its accounts payable function. The implementation followed Nidec Motor Corporation's expansion into North America and targeted the AP department to minimize manual invoice keying and improve document visibility across a transitioning centralized to decentralized shared services model. The rollout combined DataServ Digital Mailroom scanning with DataServ AutoVouch, leveraging optical character recognition for automated invoice capture and a pre ERP three way match capability to perform automated vouching workflows. Core functional capabilities implemented included document imaging, OCR data extraction, automated matching of invoices to purchase orders and receipts, and exception identification to reduce manual vouching work and streamline invoice resolution. Operational coverage centered on AP processors, facility personnel responsible for invoice review and the corporate finance branch, with processing continuity supported by DataServ Client Support and an overseas data processing center referenced in support communications. Integrations were positioned at the pre ERP layer to feed validated invoice data into downstream financial systems, enabling consistent document retrieval and reducing reliance on paper archives. Governance and process changes included shifting AP staffing from routine data entry to higher value tasks such as invoice resolution and analytics, and standardizing AP intake and exception workflows across sites. DataServ AutoVouch provided consistent performance through organizational changes, reduced the volume of manually keyed invoices, lowered invoice exceptions and error rates, and enabled Nidec Motor America to reduce and redeploy AP staff while maintaining continuous vendor support.
OTC Industrial Technologies Manufacturing 2000 $320M United States DataServ DataServ AutoVouch AP Automation 2016 n/a
In 2016, OTC Industrial Technologies implemented DataServ AutoVouch to centralize invoice capture and matching under an AP Automation initiative. OTC Industrial Technologies is a multi division industrial distributor with operations across the Midwest, South, and Northeast and service shops supporting OTP Industrial Solutions and Air Technologies, and the engagement targeted accounts payable, receipts, coding, and approval workflows that were paper centric and backlogged. The deployment used DataServ Digital Mailroom and SaaS OCR capture to accept invoices from any source and format, producing structured invoice data and images ready for processing within 24 hours. DataServ AutoVouch provided automated workflow processing for non PO approvals through an approval matrix, automated two and three way matching with exception routing, document retention and storage management, and direct ship automation that flags the receipts module for goods received and triggers customer invoice generation. Integration points included persistent image and data links into OTCs ERP for reference, and a direct ship signal to OTCs receipts module to indicate manufacturer receipt and support downstream invoicing. Operational coverage extended across OTCs regional locations and service shops, and business functions impacted included accounts payable, receiving, order to cash invoicing for direct ship scenarios, and accounts coding and approvals. Governance was formalized through automated exception routing and an approval matrix to replace manual paper routing and file tracking, with workflows configured to assign exception status and route issues for resolution. The project delivered explicit outcomes, including elimination of many manual tasks, 99 percent pre ERP data accuracy compared with a prior 60 percent accuracy rate, and a meaningful reduction in a previously reported three week document processing backlog.
R.T. Moore Manufacturing 800 $200M United States DataServ DataServ AutoVouch AP Automation 2020 n/a
In 2020, R.T. Moore deployed DataServ AutoVouch as its AP Automation solution to automate accounts payable across its construction and mechanical contracting operations. The deployment targeted invoice processing workflows that spanned four main offices in Indianapolis, Sarasota, Fort Myers, and Columbus, additional warehouse facilities in Franklin Indiana, and numerous construction sites, consolidating accounts payable visibility for the finance organization. The implementation configured DataServ AutoVouch for automated invoice capture, invoice image access, vendor invoice processing and three way matching tied to purchase orders and receipts, and requisition and PO workflow controls. DataServ AutoVouch was tailored to emphasize touchless processing through AutoVouch technology, reducing manual invoice review by automating matching and vouching rules and surfacing exceptions for review. The solution was integrated with Microsoft Dynamics Great Plains ERP, enabling posting, accrual visibility, and synchronized PO and invoice data between the AP Automation platform and core financial ledgers. Operational coverage included centralized processing by the finance team that receives invoices from all regional offices, warehouses, and field sites, enabling invoice image retrieval without manual file searches. Governance and process change included introduction of approval workflows for capital purchases, clearer accountability for open invoices, and a tailored automation rollout plan designed within R.T. Moore budget constraints. Reported outcomes included a higher percentage of touchless invoice processing using AutoVouch, faster processing times, and sizable cost savings, and Controller Greg Streicher reported DataServ provided strong implementation support and tailored configuration to fit R.T. Moore business needs.
Rack Room Shoes Retail 6000 $500M United States DataServ DataServ AutoVouch AP Automation 2018 n/a
In 2018, Rack Room Shoes deployed DataServ AutoVouch as an AP Automation solution to address high paper volume and poor payables visibility across its Accounts Payable function. The retailer processed approximately 560,000 invoices annually, with 90 percent arriving via EDI and the remaining 56,000 paper invoices consuming five of nine AP FTEs, a pain point amplified by decentralized invoice ownership across 420 stores and multiple departments. DataServ AutoVouch was implemented with invoice capture and automated data extraction, auto-vouching and no-touch routing to accelerate processing. The configuration established a centralized invoice repository, full-lifecycle document retention management and audit log capabilities, alongside reporting and dashboard metrics to surface process status and exceptions. The deployment achieved no touch processing for 97 percent of invoices, with the remaining 3 percent consisting of travel and confidential invoices requiring manual handling. Operational coverage centralized invoices from diverse vendor channels including small service providers and large national suppliers, eliminating dispersed file caches and enabling on-demand digital retrieval for audits. Auditors were given direct access to the DataServ platform so the AP team did not have to produce physical documents, and the system provided transaction-level audit trails showing who touched a document and when. Improved visibility supported more accurate month end accruals by making outstanding obligations and workflow bottlenecks visible to AP. Rollout included thorough testing and end-user training conducted by DataServ prior to go-live, with an ongoing partnership to refine workflows and controls. Governance changes reduced tribal knowledge and controlled chaos by establishing clear process ownership, electronic workflow routing and centralized document indexing, enabling the AP team to identify gaps and bottlenecks through the platform audit logs and dashboards. Outcomes documented by Rack Room Shoes included centralized invoices, streamlined audits, elimination of onsite and offsite paper storage, and a reduction in physical paper from seven file cabinets to two. The implementation preserved headcount while reducing manual processing to 3 percent of invoices and delivering full audit log access and reporting through DataServ AutoVouch, the deployed AP Automation application.
Manufacturing 24000 $5.7B United States DataServ DataServ AutoVouch AP Automation 2006 n/a
Consumer Packaged Goods 250 $40M United States DataServ DataServ AutoVouch AP Automation 2009 n/a
Construction and Real Estate 1000 $160M United States DataServ DataServ AutoVouch AP Automation 2014 n/a
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FAQ - APPS RUN THE WORLD DataServ AutoVouch Coverage

DataServ AutoVouch is a AP Automation solution from DataServ.

Companies worldwide use DataServ AutoVouch, from small firms to large enterprises across 21+ industries.

Organizations such as Vertiv Group Corp, Nidec Motor America, American Senior Communities, Rack Room Shoes and OTC Industrial Technologies are recorded users of DataServ AutoVouch for AP Automation.

Companies using DataServ AutoVouch are most concentrated in Manufacturing, Healthcare and Retail, with adoption spanning over 21 industries.

Companies using DataServ AutoVouch are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of DataServ AutoVouch across Americas, EMEA, and APAC.

Companies using DataServ AutoVouch range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 37.5%, large organizations with 1,001-10,000 employees - 37.5%, and global enterprises with 10,000+ employees - 25%.

Customers of DataServ AutoVouch include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified DataServ AutoVouch customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of AP Automation.