Financial Services Accounts Payable Automation

Take advantage of the fastest, easiest, most cost-effective way for financial services firms to process any invoice.

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End-to-End Automation, Limitless Benefits

Whether you work for a bank, brokerage firm, investment company, or insurer, MetaSource can automate your entire invoice-to-pay process – from receipt through reconciliation and reporting. And our configurable rules-based workflows accelerate the approval of invoices for direct and indirect spend.

1 Invoice Receipt

Save time and streamline your processes with our single platform for both paper and electronic invoices, in any format. We even offer managed services to receive invoices on your behalf.

2 Data Capture

Reduce human operator intervention and downstream errors with our advanced data capture technology and proprietary processes for extracting invoice header and line-item details.

3 Invoice Approval

Expedite the approval of non-PO invoices with our rules-driven digital workflows, automated alerts, escalation functionalities, and 24/7 mobile invoice review and approval.

4 Exceptions Management

Eliminate back-and-forth emails along with telephone calls and potential payment delays by leveraging our workflow automation and human-assisted exceptions resolution services.

5 Integration

Post approved invoices directly to your ERP with our integrations with leading platforms, including SAP, Oracle, NetSuite, Microsoft Dynamics, Sage, Epicor, QUAD, Lawson, Infor, and PeopleSoft.

6 Reporting & Analytics

Instantly see the status of invoices and key AP metrics, effortlessly retrieve historical AP data, and access insights via any device.

Experience Fast ROI & Low TCO

MetaSource has a 30-year track record of helping organizations like yours digitally transform their back-office processes. We help financial services firms achieve ROI quickly and painlessly with AP automation.

Boost Productivity

  • Automate your entire invoice-to-pay process
  • Reduce rework with technology-assisted GL coding
  • Digitally route invoices for approval based on your business rules

Enhance Visibility

  • Improve the accuracy of your financial data with our market-leading capture technology
  • Achieve transparency into your AP workflows
  • Instantly access smart insights with our roles-based graphical dashboards

Reduce Costs

  • Automatically detect duplicate invoices
  • Take advantage of our affordable subscription model
  • Capture more early pay discounts through faster invoice approvals

Streamline Payments

  • Optimize payments to suppliers with our intelligent decisioning tools
  • Automatically reconcile payments in real-time with your ERP
  • Streamline supplier onboarding with our self-service tools

Safeguarding Your Data Is Our Priority

At MetaSource, protecting your sensitive financial data is always a top priority.

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A Trusted Financial Services AP Automation Partner

With MetaSource, financial services firms can transform their entire invoice-to-pay processes.

We provide firms like yours with advanced accounts payable automation technology and proprietary processes that go far beyond OCR to optimize the receipt, approval, and posting of any paper or electronic invoice, no matter the format. Our powerful workflow automation tools and pre-built integrations to leading ERPs accelerate the approval and posting of invoices.

See for yourself why financial services firms trust MetaSource to automate invoice processing.

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