Case Study: Duncan Equipment Company achieves 70% touchless invoice processing and streamlined AP with DataServ

Duncan Equipment Company - Customer Case Study

Duncan Equipment Company (doing business as Duncan Industrial Solutions) is a regional industrial distributor that had outgrown manual accounts payable processes. Faced with paper-intensive workflows, heavy data-entry demands, and the need to avoid a costly on-premises ERP add-on, Duncan turned to DataServ and its SaaS Purchase to Pay Solution (including AutoVouch™ and Invoice Workflow) to streamline invoice processing.

DataServ implemented a digital mailroom, captured and validated invoice data, matched invoices to Duncan’s Prophet 21 ERP data and AutoVouched transactions within tolerance, routing exceptions to AP staff. The result: more than 70% of invoices auto-vouch with no human touch, AP staff shifted from clerical to knowledge work, department costs fell through staff reallocation, and Duncan avoided significant software/hardware capital—while benefiting from DataServ’s Rapid Adoption Kit, training, and ongoing client support.

Duncan Equipment Company

Cheryl Lawson

President