Do I have to build a template for each vendor?

No. Extraction works across invoice formats without vendor-by-vendor template configuration.

Does AI approve or pay invoices?

No. AI classifies and extracts. Approval is done by the people your approval policy names, in the workflow you configure. MetaViewer doesn't execute payments.

How does it know who should approve an invoice?

It starts with whoever approved that vendor's last invoice, then applies your configured approval hierarchy, adding approvers up the chain until the invoice reaches someone whose approval limit covers the amount.

What happens when it gets something wrong?

It routes to a person. Exceptions, variances, and duplicates go to review rather than posting automatically. Corrections land in the audit trail alongside everything else.

Will this replace my AP team?

It replaces the data entry, not the team. Exceptions, vendor relationships, controls, and close still need your people. What changes is how much of their week goes to typing.

Is my data used to train AI models?

No. Your documents and invoice data are not used to train or fine-tune any AI model, ours or our providers'.

Where is my data processed?

In Microsoft Azure data centers in the United States, isolated from every other customer's data.

Does it work with Business Central?

MetaViewer is purpose-built for Microsoft Dynamics 365 Business Central, with a deep integration to BC purchase orders, receipts, dimensions, and the chart of accounts. NetSuite is planned for a future release.

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

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.

You stay in control

Your documents are yours

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 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

Unmanageable workload, paper-heavy process
The workload was starting to become more unmanageable. At the same time, our process was very paper-intensive and manual. We were relying on an ancient document management system.
Brant D.Corporate Controller, Landscape Structures

Tool sprawl is real
We have an accounting system, a forecasting system, a budgeting system – and that’s a lot of software to keep people trained on and we didn’t want to throw a whole new textbook at them.
Alex E.Accountant, Ohio Masonic Home

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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.

Get a Demo

AI Reads Your Documents. Automation Does the Rest.

It knows what the document is before it processes it

It reads the whole invoice, not just the header

Coding that remembers the last time

Routing that knows who signs off

Duplicate checks on every invoice

Line-level matching against BC purchase orders and receipts

Reporting that's ready at close

You stay in control

Your documents are yours

47 years of documents

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