DON'T Touch This: Touchless Invoice Processing

What does it mean for a process to be touchless? Sounds a little sci-fi, right? And, for some, it may also sound downright unbelievable. When a company is so used to manual processes and procedures, embracing automation and becoming more hands-off often feels like a dream. The truth is, even some “automated” processes require some human intervention, even if it’s minimal. But we believe that even that little bit of manual intervention shouldn’t be necessary, which is why we developed a completely touchless workflow.

Touchless Invoice Processing was developed for Microsoft Dynamics users who have integrated or will integrate MetaViewer Paperless Automation and features robotic process automation (RPA) technology. This functionality processes purchase order (PO) documents and routes them through workflow steps – based on your business’s pre-determined rules – without any manual processing. Instead, the system runs rules against the corresponding invoice that is already in your Microsoft Dynamics ERP, checking whether it is a current invoice, a duplicate invoice, is open against a PO, and other pre-defined evaluation rules. You choose what’s important for the system to check, and we’ll make it a rule! If the PO passes each rule, it is automatically routed to Dynamics. If it fails any of the evaluation rules, users receive a report and are able to manually reconcile the PO.

The key to Touchless Invoice Processing is the RPA functionality. The RPA within MetaViewer uses artificial intelligence (AI) to automate tedious, high-volume, repetitive tasks that previously required manual, human intervention. Our RPA technology captures invoice data, eliminates repetitive processes and makes documents and data more readily available for better expense management.

Interested in implementing Touchless Invoice Processing? Reach out to us at info@metafile.com to learn more about integrating it with your current MetaViewer and Microsoft Dynamics ERP solution!