Invoice Processing Maturity Self-Assessment

Invoice Processing Maturity Assessment Questions

Is your accounts payable department stuck in the paper shuffle or on the fast track to straight-through processing? The MetaSource Invoice Processing Maturity Model helps you assess where your department stands today and how far you must go to reach a fully optimized AP function.

The model is designed to help organizations pinpoint their current state and chart a clear course toward straight-through processing. Each phase represents more than just a technological milestone. It reflects how effectively AP teams capture data, automate workflows, manage visibility, and contribute strategic value to the business.

Here’s a quick snapshot of the five maturity levels:

  • Level 1: Manual – Paper-heavy, error-prone, and highly dependent on staff effort
  • Level 2: Digital – Some automation introduced, but manual steps still dominate
  • Level 3: Workflow-Driven – Processes run on rules-based workflows, yet key tasks still require human oversight
  • Level 4: Electronic – Advanced automation and portals streamline operations, with some manual bottlenecks remaining
  • Level 5: Straight-Through – Fully optimized, intelligent automation powering end-to-end processing

This short self-assessment includes nine multiple-choice questions covering the key capabilities that determine invoice processing maturity. Your responses will be weighted to determine your current level on the path to AP excellence – from manual and paper-based to straight-through.

Once complete, you’ll receive tailored recommendations to help you reach the next level.

Ready to achieve straight-through invoice processing? Let’s get started!