Professional Services
AP Automation and Document Management Built Around Your Engagements
Professional services finance runs on project and client codes, subcontractor invoices, and engagement documentation that has to stay organized across every practice area. MetaViewer automates AP and keeps every contract, SOW, and supporting document tied to the engagement it belongs to.
Trusted by finance and operations teams at leading brands
The challenge
Where AP and documents slow you down
Project- and client-based coding
Vendor and subcontractor invoices need to be coded correctly to the right project, client, or engagement — a manual process that's easy to get wrong at volume.
High-volume subcontractor invoicing
Engagements often depend on a network of subcontractors and vendors, each generating invoices that need fast, accurate approval to keep projects moving.
Scattered engagement documentation
Contracts, statements of work, and supporting documents live across email, shared drives, and individual practice areas — with no central, searchable record tied to the engagement.
How MetaViewer helps
Automation built for the way you work
Smart coding for project-based spend
Apply intelligent GL coding based on vendor history and prior coding patterns, so recurring subcontractor invoices aren't manually keyed every time.
Faster subcontractor approvals
Route invoices through approval chains that reflect how your practice areas actually sign off.
Document management, built in
Contracts, SOWs, and engagement documentation live alongside the transactions they relate to — searchable and audit-ready.
Deep Business Central integration
Invoices post directly to Business Central, so finance always has accurate, current data.
30%
time savings in four months
Customer story
Read the case studyWe can focus more on exceptions and review of the information instead of keying and duplication efforts.
Insights
Accelerate Your Success
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FAQ
Questions from professional services teams
Straight answers on fit, timeline, and how MetaViewer works with your ERP.
MetaViewer applies intelligent GL coding based on vendor history and prior coding patterns to reduce manual keying on recurring invoices.
Next step
See Where AI-powered AP Automation Can Take Your Team
AI-powered AP automation and document management, purpose-built for and deeply integrated with Microsoft Dynamics 365 Business Central.
30-minute walkthrough · No obligation