MetaViewer

MetaViewer will enhance your Microsoft Dynamics and other leading ERP solutions by adding integrated eInvoicing, workflow, document imaging and dashboard views of all your financial processes.

Languages supported: English

9.8/10 (Expert Score) ★★★★★
Product is rated as #11 in category AP Automation Software
Ease of use
10.0
Support
8.9
Ease of Setup
0.0

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The MetaViewer paperless automation solution is the fastest and easiest way to capture, manage and access data. By capturing information from virtually any document – both print and digital – MetaViewer allows your organization to effectively manage all its business-critical content. It is this simple, yet revolutionary access to information that enables an equally impressive search proficiency throughout your entire enterprise. And why it’s unlike any other automation solution out there.

MetaViewer will enhance your Microsoft Dynamics and other leading ERP solutions by adding integrated eInvoicing, workflow, document imaging and dashboard views of all your financial processes.

MetaViewer lets you automate all your processes from accounts payable to accounts receivable and human resources.

Why Automate?
Despite the influx of technology, today’s workplaces are still buried in piles of paper. That’s where we come in. MetaViewer uses robotic process automation (RPA) technology to automate tedious, manual tasks that are taking up valuable employee time. Perks of going paperless include: time savings, increased ROI, improved accuracy, enhanced visibility, enterprise expansion and remote, work from anywhere access.

Watch our presentation “Paperless Automation: The 5 Perks of Going Paperless”

How does it work? Let’s look at the MetaViewer “Big Picture”

Document Capture -MetaViewer Invoice Accelerator captures documents utilizing stateof-the-art technology, then intelligently reads and extracts all transactional data whether it arrives on paper or electronically, all while eliminating manual data entry

Integration – Integration is automatic. MetaViewer blends with your existing environment
in perfect harmony. MetaViewer’s automation solution tightly integrates with all Microsoft
Dynamics ERP and financial modules (AX, D365 Business Central, D365O, GP, NAV and SL).

Intelligent Workflow – MetaViewer’s automated workflow facilitates two- and threeway matching and reconciliation with Microsoft Dynamics and other ERPs, routes documents for approval, standardizes processes, automates GL coding and notifies users about the status of invoices.

Retrieval – MetaViewer gives you the information you need, when you need it. Find all appropriate documents within a second or two using a web-based search or directly from your Microsoft Dynamics solution with the click of a button.

We don’t stop at AP Automation! MetaViewer easily expands across your enterprise, from AR to HR to Legal and beyond. MetaViewer offers advanced functionality including Journal Entry, Expense Reporting, Requisition, Mobile and more. Ask us about our Invoice-to-Payment Automation solution.

MetaViewer
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Customer Reviews

MetaViewer Reviews

Michael L.

Advanced user of MetaViewer
★★★★★
Fantastic Software with Fast ROI

What do you like best?

Web interface to handle documents in an efficient manner. Very fast and responsive interface allows to users to quickly pick up and become familiar with the system. The latest update enables documents to flow at a much faster (almost real-time) pace between steps, creating a smoother experience for the user. This system has been the best OCR/AP management tool I've come across. It is mostly modifiable as well, which enables our IT team to implement our own changes where needed. Mostly handled in SQL and modular queries, the software is highly adaptable and can connect with virtually any platform via integration points. We aren't bottlenecked into anything with Metaviewer. We have the freedom to use whatever product best suits our business and have the convenience and peace of mind of Metaviewer's adaptability to integrate with whatever our business needs.

What do you dislike?

The separate profiling client is a disconnect from the web interface. It requires a targeted workstation install and isn't part of the daily process. The client works well, but having to switch back and forth as the administrator can be a nuisance. It would be great if this was integrated into the web in some way. Analytics are fairly primitive. Getting more information to processing time, vendor issues, vendors sending duplicate documents, etc. would be a nice change. We also have a fair amount of useless documents coming through without any good way to handle. It would be nice if these could be filed elsewhere, away from the AP process.

Recommendations to others considering the product:

Metaviewer is a fantastic tool to convert your AP process to paperless. It can/will happen much faster than you think. Of course, there's some planning that needs to be done and coordinating with vendors in order to have documents in compliance with Metaviewer's specifications. If executed properly (not a tall task), Metaviewer hits the ground running.. and never stops. It's been a pivotal tool for our organization and has enabled us to grow without worrying about the AP activity. Built in 3 way match maintains accounting best practices while minimizing the work required to input and track receipts. I continue to look into competing products, but Metaviewer still holds the crown for this segment.

What problems are you solving with the product? What benefits have you realized?

We chose Metaviewer to reduce AP document turnaround time, update payable processes to paperless, approval workflows and communication, faster closing time. Faster processing time has enabled consistent early pay discounts and better relationships with our vendors as invoices can't be lost/misplaced. We are able to determine how many invoices are outstanding at any given time, helping closing cycles and audit events. We're able to turn around document requests very rapidly, saving considerable staff time. In the event of expanding our AP team, training is quick and effective with the all-in-one interface for processing invoices.

Review source: G2.com

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