Who We Serve

MetaSource offers enterprise content management software, business process automation, and business process outsourcing solutions to organizations across a wide variety of industries. With the right solutions, you can achieve your goals – whether you’re looking to streamline invoice processing, automate human resources processes, ensure compliance, enable remote work, or simply give your employees back the time they need to focus on valuable functions.

With 30+ years of experience working with a wide range of organizations, including those in healthcare, financial services, government, and transportation, we are fully equipped to help you overcome any business process challenges, regardless of your industry.

Streamline Departmental Processes

Accounts Payable

Lower costs, eliminate errors, and streamline invoice processing with an AP automation solution. Let us handle receiving, opening, and automatically distributing your invoices.

Human Resources

Eliminate paper-based issues and expedite processes like employment application routing, employee onboarding and PTO requests with solutions like document scanning and workflow automation.


Transform your inefficient, paper-based mailroom into a highly efficient, digital one! With a digital mailroom solution, business critical documents are automatically delivered to the correct employees for processing – wherever they’re located.

No Matter Your Industry, We Have a Solution

Financial Services

With business process automation, you can streamline processes, reduce cycle time by 60%, improve response times, and enable remote work for your financial organization.


Ensure loan quality, compliance, and profitability with mortgage automation and outsourcing services, such as mortgage QC auditing, MERS QA and compliance solutions, and trailing document services.


By digitizing documents like financial files, court documents, and fraud reports, your agency can effectively serve the public remotely while increasing productivity, reducing time spent on audits and lawsuits, and enabling employees to focus on core tasks.


Reduce costs and wasted time with a digital mailroom solution! We can sort, scan, and upload your claims, grievances and appeals, and other critical documents for streamlined processing.


Reduce driver turnover, bill customers quicker, and ensure DOT and FMCSA compliance with workflow automation, document management, and document scanning solutions.


Streamline invoice processing with an AP automation solution and improve patient medical record management with HIPAA compliant medical record scanning and document management software.


Ace your audits and effectively manage your manufacturing documents with our scanning services and document management software.


Automate loyalty program application processing and improve customer service with our document management software, call center support services, and back-office automation solutions.

Clean Energy

Scale with low risk and ensure compliance with our quality control, workflow automation, and contractor performance solutions.


Serve your clients better by improving efficiency, reducing real estate costs, and controlling compliance risk with document scanning, content management, and e-forms solutions.

And More!

We also provide digital transformation solutions to organizations in wellness and fitness, entertainment, pharmaceuticals and biotech, construction and real estate, hospitality, and more.