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Invoice Processing & Workflow Automation

Get Started Video Overview

Despite advances in electronic invoicing and EDI, accounts payable (AP) departments across the country still have to process high volumes of paper invoices, email and attachments. Without the capacity to process all necessary documents with one system, you are prone to lost invoices, inefficiency, late payments, and unnecessary risk.

The AP Solution

MetaSource can help you streamline and automate invoice processing with our OCR, document capture and electronic form services, which are well-suited for processing a high volume and variety of documents. Our complete AP solution will help you:

  • Cut down manual invoice processing by up to 90%
  • Reclaim office space
  • Eliminate offsite document storage
  • Provide management visibility into invoice aging, cash flow and AP productivity
  • Capture early payment discounts and avoid late payment penalties
  • Avoid losing legacy invoices because of a flood, fire or worse

Customized Document Scanning Services

We begin by scanning all of your incoming paper invoices, or ingesting your electronic invoice files. While you can send them to us, the most efficient and cost-effective practice is for us to serve as your mailroom/PO box and have all of your paper invoices sent to us. We will then prep, scan, extract, and validate information from all incoming invoices on the same day they are received. Say goodbye to data entry and manually routing paper.

We can also scan your invoice backfile so legacy invoices are instantly retrievable and automatically purged once their retention schedule has expired.

Workflow Automation Software

Workflow automation software further streamlines invoice processing by automatically routing invoices for approval from mobile devices, the web and in the office.

Workflow also helps manage the exception process when there is a problem with an invoice and ensures that all the necessary documentation is captured and available.

ERP & Accounting Software Integration

We integrate workflow automation and document management software with your enterprise resource planning (ERP) or accounting software so that you can search and retrieve invoices directly from the following software:

  • Oracle
  • SAP
  • Microsoft Dynamics GP, AX, SL & NAV
  • Sage MAS 90, 100, 500 & X3
  • Many other systems

This integration makes 3-way matching possible so that you can match up the purchase order with the proof of delivery (POD) or receipt with the invoice.

Contact us to learn more about our AP Invoice Processing & Workflow Automation Software

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How Happy Are You With Your Digital Transformation Process?

Digital transformation is the change associated with the application of digital technology, but it’s also a process that can look different for every organization, and for every department. The purpose of this whitepaper is to shed light on simple ways to ensure that your path to digital transformation is cost-effective, scalable and achieved at the right pace for your organization.

 

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67 West 13490 South, Suite 200
Draper, UT 84020
marketing/at/metasource.com
(888) 634-7684

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