Automated Workflow

CMA has established relationships with the following outstanding business-to-business workflow process automation service provider in the credit and finance community. This service is aimed towards small to medium-sized businesses but can be scaled for large businesses as well. The following workflow process automation service is offered to CMA members at their best possible pricing.


DataServ Workflow and Process Automation
DataServ Workflow Process Automation

DataServ is a complete company-wide SaaS solution for document workflow and process automation. Cobbling together multiple solutions is not only more expensive and time consuming, it simply doesn’t work as well. DataServ automation solutions are powerful, integrated, and manage every step of the process and automation for Accounts Payable, Accounts Receivable, and Human Resources.

DataServ’s cloud Integration Experience has been gained across multiple industries, continents and platforms. Their software has been successfully integrated with numerous business systems — from ERPs to MRPs to Financial Management to Email in both traditional on-premise software and cloud environments.


  • Purchase to Pay – Simplified AP automation solutions that eliminate paper, streamline processes, increase visibility, and reduce costs so staff is freed to focus on value-added tasks.
  • Quote to Cash – AR automation simplifies your complex environment and provides instant access to all the data necessary to resolve disputes, answer questions, and reconcile accounts.
  • Hire to Retire – From the minute you post a job opening until the last guest at the retirement party leaves, HR automation places all of your employee documentation at your fingertips.


Click here to request information about DataServ