Business Automation Services
Optimize Your Workflows & Achieve Real Business Impact
MetaSource helps HR, AP, operations, and compliance leaders boost efficiency without increasing risk, adding headcount, or disrupting day-to-day operations.
What Can Business Automation Solve For You?
With business automation services, you can replace time-consuming manual handoffs, paper-based tasks, and slow turnaround times with structured, scalable workflows that keep pace with your demand.
Eliminate Manual Work
Reduce time spent on repetitive, manual tasks with automated processes powered by AI-enabled technology.
Improve Data Accuracy
Minimize errors and inconsistencies with standardized processes, automated data capture, and real-time validation.
Gain Actionable Insights
Leverage advanced analytics to uncover trends, optimize processes, and make data-driven decisions.
Scale Without Adding Headcount
Support growing demand with flexible automation that increases capacity without increasing overhead.
Business Automation Solutions
Discover how AI-enabled technology and configurable business process solutions can help you regain control of your operations.
Digital Mailroom
Automate the intake, classification, and routing of incoming mail, ensuring documents reach the correct teams quickly.
Invoice Processing Automation
Seamlessly handle high volumes of complex invoices with a configurable AP solution.
Workflow Automation
Reduce manual tasks by up to 90%, shorten cycle times, and eliminate costly errors.
Loan Boarding
Quickly clean up loan files, identify missing documents, and deliver accurate data.
Lockbox Services Alternative
Simplify check processing with a solution that offers the speed and control you need.
Case Study
How a Veterinary Health Organization Cut Invoice Approval Time by 50%
Learn how MetaSource helped reduce AP staff overtime by 43% and slash invoice approval time in half with automation services.
Solutions Built for Your Industry
Get the industry-specific business automation solutions and expertise you need to drive meaningful outcomes.
About MetaSource
Streamlining Processes for Regulated Operations
MetaSource is a business process transformation partner with over 30 years of experience. We offer unmatched quality, consistent execution at scale, and configurable solutions that blend AI with human expertise.
“We’ve grown to the point where we’ve had to split geographic areas into multiple regions, each with an area manager to approve invoices. But because of MetaSource, we haven’t had to hire any additional AP staff for this and future expansions.”
AP Client
Frequently Asked Questions
What does MetaSource do?
MetaSource delivers document management and business process automation services that combine intelligent document processing, workflow automation, secure cloud platforms, and expert services to help regulated organizations reduce manual work, strengthen compliance, and scale operations safely.
We work closely with leaders in the mortgage, government, healthcare, insurance, financial services, and manufacturing industries to provide a range of services and solutions:
- Business process outsourcing (BPO) services
- Document scanning
- Digital mailroom outsourcing
- Workflow automation
- Audit and adherence expertise
- Lockbox services alternatives
- Document management
- Customer Onboarding
- Document Capture
- Loan Boarding
- Mortgage Origination Automation
Who can benefit from MetaSource’s process automation services?
MetaSource’s services are designed for operations, compliance, and IT leaders in regulated, document-heavy organizations who are responsible for reducing manual work, managing risk, and improving efficiency. This includes:
- Directors and VPs of Operations
- Compliance and risk leaders
- HR and payroll professionals
- IT and systems owners supporting document-driven workflows
- Organizations in industries such as mortgage, financial services, healthcare, government, insurance, and transportation
What about privacy, security, and regulatory guidelines?
MetaSource stands out through our ability to ensure document and data security. This includes:
- 30+ years of intelligent document processing experience
- SOC 2 Type 2 certification
- HIPAA, PCI DSS, GDPR and CJIS compliant processes
- Proven line-of-business system integration capabilities
- Comprehensive technical support and highly engaged project teams
What platforms or software systems do you offer?
MetaSource software offerings include our own proprietary solutions designed for document management, workflow automation, and AP automation, as well as OpenText, Tungsten Automation (formerly Kofax), and FileBound products. As a leading digital transformation solutions provider with over 30 years of experience, our proprietary software is built to make your job easier. And as a trusted partner to OpenText, Tungsten Automation, and FileBound, we have the expertise required to support you from implementation through management.
Let’s Build the Right Automation Plan for Your Team
Connect with MetaSource today for purpose-built, tailored solutions that meet your most pressing business needs.