MetaViewer Document Management Solution
MetaViewer Document Management captures documents and information, processes them through workflows built for your business needs, and connects them to Business Central for retrieval from anywhere, anytime.
Trusted by finance and operations teams at leading brands
Every invoice, contract, and supporting document — captured, indexed, and instantly retrievable, tied directly to the Business Central record it belongs to.
Capture & Intake
MetaViewer captures scanned paper, digital files, emails, and ERP-generated forms into a secure, centralized repository. Incoming files are prepared and sorted automatically, so a mixed batch doesn't become a filing project.
Bring documents in via manual upload, email, or direct from cloud storage. No more chasing files across inboxes and shared drives.
Classification & Extraction
MetaViewer identifies a document as an invoice, contract, HR form, or otherwise and files it accordingly. Key fields are pulled from the page and attached to the record automatically, so every file is indexed the same way.
MetaViewer identifies what a document is and files it accordingly, without someone naming it and dragging it into a folder.
Linking & Retrieval
Documents are linked directly to their corresponding ERP records, so anyone pulling up a vendor, PO, or account sees the related files right alongside it. Search by indexed metadata, full text, or across every repository at once.
Documents are linked directly to their corresponding ERP records, so related files sit next to the vendor, PO, or account they belong to.
Collaboration
Attach supporting files, add internal notes, and lock a document during review so two people don't work from conflicting versions. Every view, edit, and action is logged.
Attach related files (backup, correspondence, approvals) directly to a primary document, keeping the full story together in one place.
Data Protection
Permissions go down to the individual field. Documents live in an encrypted repository and come back only to people who are allowed to see them, no shared drives, no unsecured folders.
Role-based permissions control who can view, edit, or export documents and their data, down to the individual field.
Customer proof
Quotes and video stories from controllers and AP leaders using MetaViewer every day.
Exceptional response time
I've never had an issue go on for longer than 24 hours at a time. I'm always impressed with how quick and quality their service is.
One package, not three
Ultimately, it felt like one of the reasons Metafile was on the final list was because it had both solutions available in one package.
5 Star Service
Our clerks love it. It's fewer clicks, fewer errors, and more time.
3 stories
Insights
Stay up to date on the latest events, webinars, guides, customer success stories, and more.
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FAQ
Straight answers on fit, timeline, and how MetaViewer works with your ERP.
No. Capture, classify, and retrieve any document type (invoices, contracts, HR forms, and supporting files) with the same tools your AP team already uses. Documents link to Business Central records, so related files sit next to the vendor, PO, or account they belong to.
Next step
Book a 30-minute walkthrough configured for your ERP and workflow.