AI

AI Reads Your Documents. Automation Does the Rest.

MetaViewer uses AI to identify what each incoming document is and pull the data off it (header and line detail) without a template per vendor. From there, coding, matching, duplicate checks, and approval routing run automatically against your Business Central data. Your team reviews and approves. Nobody re-keys anything.

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MetaViewer · Document AI
DOCUMENT TYPE INVOICE PURCHASE ORDER STATEMENT
READ BY AI 98.6%
VENDOR Northfield Supply
INVOICE NS-88214
LINE DETAIL NO TEMPLATE
12 HEX BOLT M10 412.00
04 BEARING ASSY 1,980.00
30 FREIGHT · STD 265.00
TOTAL $2,657.00
AUTOMATION
GL CODING
PO MATCH
DUPLICATE
ROUTING
AGAINST
BUSINESS CENTRAL
REVIEWED · J. REYES
3 LINES READ · 0 FIELDS KEYED
CLASSIFY EXTRACT AUTOMATE APPROVE

Trusted by finance and operations teams at leading brands

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AI Where it Helps. Automation Where it's Better.

"AI-powered" is doing a lot of work in AP software marketing right now, and most of it goes undefined. Here's our version, plainly: MetaViewer uses AI for document classification and data extraction. Everything downstream (coding, approval routing, duplicate checks, and PO matching) runs as deterministic automation against your live Business Central data, so the same invoice behaves the same way every time and your auditor can see exactly why.

  • 01

    Document Classification

    It knows what the document is before it processes it

    Documents don't arrive labeled. An invoice, a purchase order, a receipt, a statement, and a piece of vendor correspondence all land the same way, and each needs to be handled differently. MetaViewer uses AI to classify each incoming document by type, and that classification determines how the document is processed from there. Nobody sorts an inbox. Nobody routes a document to the wrong workflow because it was filed under the wrong name.

  • 02

    Data Extraction

    It reads the whole invoice, not just the header

    MetaViewer's AI extracts invoice data automatically (vendor, invoice number, dates, amounts, and the individual line items) without a template built for each vendor and without anyone keying it in.

  • 03

    GL Coding

    Coding that remembers the last time

    Non-PO invoices come back with coding already suggested, based on how you coded that vendor's last invoice, against your real chart of accounts and dimensions, pulled from Business Central. Your coder confirms or changes it instead of starting from a blank field.

  • 04

    Approval Routing

    Routing that knows who signs off

    Approvals route based on who handled that vendor's last invoice. From there, MetaViewer applies your configured approval hierarchy, adding approvers up the chain until the invoice reaches someone whose limit covers it. Delegation and backup rules keep invoices from stalling in one person's queue.

  • 05

    Duplicate Detection

    Duplicate checks on every invoice

    Before an invoice moves forward, MetaViewer checks it against documents already in the system with matching field values. Duplicates surface before they reach approval, not after they're paid.

  • 06

    PO Matching

    Line-level matching against BC purchase orders and receipts

    MetaViewer pulls your purchase orders and receipts directly from Business Central and matches invoice lines against them. Clean matches move forward. Price variances, quantity mismatches, and partial shipments get flagged and routed for review instead of quietly posting.

  • 07

    AP Reporting

    Reporting that's ready at close

    AP reporting, filtering, and accrual reporting built for month-end. Approved invoices and their accruals are already in Business Central when close starts.

AI Does the Reading. Your Team Makes the Decisions.

MetaViewer's AI classifies and extracts. It doesn't approve invoices, it doesn't decide what gets paid, and it doesn't move money. Approvals happen where your policy says they happen, by the people your policy names, and every action, automated or human, lands in the audit trail. Exceptions go to a person. That's the design, not a limitation.

01

You stay in control

02

Your documents are yours

03

47 years of documents

Customer proof

Teams We Help Every Day

Quotes and video stories from controllers and AP leaders using MetaViewer every day.

Great service!

Dale responded quickly to the request for assistance that was submitted very late in the day. Provided clear, detailed instructions that allowed us to resolve an issue.

Cale T.EIC Shared Services

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.

Brant D.Corporate Controller, Landscape Structures

Great Solution to Streamline your AP Process!

Metaviewer has streamlined our invoice approval process, as well as, increased our overall efficiency in processing invoices. The automation makes processing invoices a breeze!

Jasmin L.Customer

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FAQ

Common Questions About AI

Straight answers on fit, timeline, and how MetaViewer works with your ERP.

Two things: identifying what type of document has arrived so it gets processed correctly, and reading the data off it, including line-level detail. Coding suggestions, approval routing, duplicate checks, and PO matching are automated, but they're rules-based rather than AI. We're specific about this because "AI-powered" gets used loosely in AP software.

Next step

Discover How Efficient Your Team Can Be with AI-powered AP Automation.

Bring one of your own invoices to a demo. Watch it get classified, read, matched against a Business Central PO, and routed for approval.

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