Invoice Capture & Classification
Capture every invoice format, including PDF, paper, EDI, portal, with AI-powered extraction that improves over time.
Modernize Your Entire AP Process
MetaSource delivers a fully integrated AP automation solution that eliminates manual invoice processing tasks and improves data quality before invoices reach Workday. Our AI-powered platform automates invoice intake, data extraction, matching, approvals, exceptions, and final posting, all while aligning to your Workday business processes and validation rules.
Designed for Workday. Built for accuracy. Scaled for enterprise AP teams.
Complete Invoice Processing Automation
PO & Non-PO Matching
Automate 2- and 3-way matching with Workday data to eliminate discrepancies and reduce exceptions.
Configurable Approval Routing
Mirror your Workday approval logic with automated workflows that move invoices to the right people instantly.
Exception Handling
Resolve issues quickly with automated alerts, guided resolution steps, and optional human-assisted review.
Workday-Validated Posting
Seamlessly post approved invoices directly into Workday with clean, validated data and full audit trails.
Value for Workday Users
Accelerate AP Efficiency
Reduce manual entry, eliminate duplicate handling, and shorten cycle times from days to hours.
Improve Data Quality
AI + human verification ensures that only accurate, complete invoice data flows into Workday.
Increase Visibility & Control
Dashboards give AP and finance teams real-time insight into invoice status, spend trends, bottlenecks, and exceptions.
Strengthen Compliance & Audit Readiness
Maintain a complete audit trail for every invoice processed, aligned to Workday’s financial structure.
Why MetaSource
MetaSource provides deep integration that is designed specifically for Workday Financials – no workarounds, syncing issues, or duplicate data entry.
Human-Assisted AI
When automation needs a hand, our specialists verify exceptions to ensure Workday receives the cleanest data possible.
Scalable for Complex Organizations
Supports multi-entity, decentralized approval groups, high-volume workflows, and complex business rules.
Trusted by Finance Teams in Regulated Industries
Backed by strong security, compliance, and decades of experience in high-accuracy financial processing.
Challenges We Solve for Workday Users
Manual processes slow Workday down. Without integrated automation, AP teams struggle with:
- Manual invoice data entry
- Lost or delayed approvals
- Inaccurate or inconsistent fields
- Limited visibility across departments
- Exceptions that drain time and attention
MetaSource eliminates these roadblocks, enabling Workday to deliver the efficiency and accuracy it’s designed for.