# MetaViewer Reviews **Vendor:** Metafile Information Systems **Category:** [Accounts Payable Automation Software](https://www.g2.com/categories/ap-automation) **Average Rating:** 4.9/5.0 **Total Reviews:** 10 ## About MetaViewer The MetaViewer paperless automation solution is the fastest and easiest way to capture, manage and access data. By capturing information from virtually any document – both print and digital – MetaViewer allows your organization to effectively manage all its business-critical content. It is this simple, yet revolutionary access to information that enables an equally impressive search proficiency throughout your entire enterprise. And why it’s unlike any other automation solution out there. MetaViewer will enhance your Microsoft Dynamics and other leading ERP solutions by adding integrated eInvoicing, workflow, document imaging and dashboard views of all your financial processes. MetaViewer lets you automate all your processes from accounts payable to accounts receivable and human resources. Why Automate? Despite the influx of technology, today’s workplaces are still buried in piles of paper. That’s where we come in. MetaViewer uses robotic process automation (RPA) technology to automate tedious, manual tasks that are taking up valuable employee time. Perks of going paperless include: time savings, increased ROI, improved accuracy, enhanced visibility, enterprise expansion and remote, work from anywhere access. Watch our presentation "Paperless Automation: The 5 Perks of Going Paperless" How does it work? Let's look at the MetaViewer "Big Picture" Document Capture -MetaViewer Invoice Accelerator captures documents utilizing stateof-the-art technology, then intelligently reads and extracts all transactional data whether it arrives on paper or electronically, all while eliminating manual data entry Integration - Integration is automatic. MetaViewer blends with your existing environment in perfect harmony. MetaViewer’s automation solution tightly integrates with all Microsoft Dynamics ERP and financial modules (AX, D365 Business Central, D365O, GP, NAV and SL). Intelligent Workflow - MetaViewer’s automated workflow facilitates two- and threeway matching and reconciliation with Microsoft Dynamics and other ERPs, routes documents for approval, standardizes processes, automates GL coding and notifies users about the status of invoices. Retrieval - MetaViewer gives you the information you need, when you need it. Find all appropriate documents within a second or two using a web-based search or directly from your Microsoft Dynamics solution with the click of a button. We don’t stop at AP Automation! MetaViewer easily expands across your enterprise, from AR to HR to Legal and beyond. MetaViewer offers advanced functionality including Journal Entry, Expense Reporting, Requisition, Mobile and more. Ask us about our Invoice-to-Payment Automation solution. ## MetaViewer Reviews ### 1. Metaviewer changed our business **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly S. | Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2022 **What do you like best about MetaViewer?** Complete automation of the invoice approval process. **What do you dislike about MetaViewer?** Profile builder is a little clunky, but that is being updated. **What problems is MetaViewer solving and how is that benefiting you?** Automates and speeds up the processing and approval of invoices, allows us to be completely paperless, maintains document management. ### 2. Fantastic Software with Fast ROI **Rating:** 5.0/5.0 stars **Reviewed by:** Michael L. | Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** March 16, 2021 **What do you like best about MetaViewer?** Web interface to handle documents in an efficient manner. Very fast and responsive interface allows to users to quickly pick up and become familiar with the system. The latest update enables documents to flow at a much faster (almost real-time) pace between steps, creating a smoother experience for the user. This system has been the best OCR/AP management tool I've come across. It is mostly modifiable as well, which enables our IT team to implement our own changes where needed. Mostly handled in SQL and modular queries, the software is highly adaptable and can connect with virtually any platform via integration points. We aren't bottlenecked into anything with Metaviewer. We have the freedom to use whatever product best suits our business and have the convenience and peace of mind of Metaviewer's adaptability to integrate with whatever our business needs. **What do you dislike about MetaViewer?** The separate profiling client is a disconnect from the web interface. It requires a targeted workstation install and isn't part of the daily process. The client works well, but having to switch back and forth as the administrator can be a nuisance. It would be great if this was integrated into the web in some way. Analytics are fairly primitive. Getting more information to processing time, vendor issues, vendors sending duplicate documents, etc. would be a nice change. We also have a fair amount of useless documents coming through without any good way to handle. It would be nice if these could be filed elsewhere, away from the AP process. **Recommendations to others considering MetaViewer:** Metaviewer is a fantastic tool to convert your AP process to paperless. It can/will happen much faster than you think. Of course, there's some planning that needs to be done and coordinating with vendors in order to have documents in compliance with Metaviewer's specifications. If executed properly (not a tall task), Metaviewer hits the ground running.. and never stops. It's been a pivotal tool for our organization and has enabled us to grow without worrying about the AP activity. Built in 3 way match maintains accounting best practices while minimizing the work required to input and track receipts. I continue to look into competing products, but Metaviewer still holds the crown for this segment. **What problems is MetaViewer solving and how is that benefiting you?** We chose Metaviewer to reduce AP document turnaround time, update payable processes to paperless, approval workflows and communication, faster closing time. Faster processing time has enabled consistent early pay discounts and better relationships with our vendors as invoices can't be lost/misplaced. We are able to determine how many invoices are outstanding at any given time, helping closing cycles and audit events. We're able to turn around document requests very rapidly, saving considerable staff time. In the event of expanding our AP team, training is quick and effective with the all-in-one interface for processing invoices. ### 3. MetaViewer has helped our productivity! **Rating:** 5.0/5.0 stars **Reviewed by:** Bev G. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2020 **What do you like best about MetaViewer?** Being able to find an invoice within seconds! Being able to let someone know when something was paid, or why it was not being paid (we add notes when something should not be paid). Being able to easily put columns in any order per user and sort them just by clicking. **What do you dislike about MetaViewer?** How sometimes when tabbing thru in verification mode, it doesn't tab to the next field. This could be something that could be fixed by MV - I just have not approached anyone. Now that we've been using it for awhile, I'd like to be able to move the fields around in verification mode so they don't have to be tabbed thru. Most of our orders are drop shipped. I wish there was a way to tie the AP invoice in MV to our invoice to our customer. **What problems is MetaViewer solving and how is that benefiting you?** We use to have to create a spreadsheet from our accounting system of invoices that need to be paid. We would send this spreadsheet to different employees for them to make notes on whether the invoice should or should not be paid. That was all pretty manual. And we would have to duplicate this every week. Now, the notes are put right in MV and we can easily pull a Spreadsheet from MV of invoices due with the notes. ### 4. Metaviewer tranformed our payables department to be more effecient and effective. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Enterprise (> 1000 emp.) **Reviewed Date:** April 06, 2021 **What do you like best about MetaViewer?** The product has made our entire team more efficient. The implementation team at Metaviewer was professional, organized, and made our transition very smooth. **What do you dislike about MetaViewer?** The only downside is the add-on products could use a little more development to match the functionality of the core product. **What problems is MetaViewer solving and how is that benefiting you?** Greater visibility into our expenses. We require fewer people to do processing which has allowed us to focus more analysis. ### 5. Great Solution to Streamline your AP Process! **Rating:** 4.5/5.0 stars **Reviewed by:** Jasmine L. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 12, 2020 **What do you like best about MetaViewer?** Metaviewer has streamlined our invoice approval process, as well as, increased our overall efficiency in processing invoices. The ability to have record of all communication regarding a particular invoice is pivotal in how our company handles discrepancies. The automation makes processing invoices a breeze! Data entry is a distant memory! The check batch review functionality is particularly a favorite as we have invoice support for each check run organized in one location. Makes reviewing less cumbersome. **What do you dislike about MetaViewer?** There is one feature we utilize by our ERP provider that is not supported by Metaviewer. This results in manual processing of invoices outside of Metaviewer. In addition, physically received invoice is still a pain point. The scanning of those invoices reduces the quality and Metaviewer is unable to read and auto-populate the fields. However the number of manual invoices are minimal compared to the volume we process through Metaviewer. Would recommend having support for all ERP features and a way to better read physical invoices. **Recommendations to others considering MetaViewer:** Metaviewer has a great product that will streamline your AP department. Transitioning from manual to an automated process will definitely have its challenges , but growth is never comfortable in the beginning. The results will be worth it. I recommend transitioning your vendors to send electronic invoices. This should start prior to implementation. You will start to see the benefits much sooner if you have already transitioned your vendors. **What problems is MetaViewer solving and how is that benefiting you?** Metaviewer has helped increase the volume of invoices we process in a given month without compromising data quality or increased personnel. Communication regarding invoices are organized in one location and aids in resolving discrepancies. We have been able to reduce headcount and working hours following implementation of Metaviewer. Problem resolution now takes a matter of minutes versus days of research. We are able to process invoices with increased speed allowing us to take advantage of vendor discounts. ### 6. VP of Finance & IT **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff Z. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2020 **What do you like best about MetaViewer?** Ease of use. Automation of processes and the elimination of paper **What do you dislike about MetaViewer?** Metaviewer occasionally has issues recognizing credit memos or returns. **What problems is MetaViewer solving and how is that benefiting you?** Eliminates manually entry, reduces errors, automates the entire AP process. Saves time. Streamlines our approval process. More timely and efficient process from end to end. No more paper and filing ### 7. Metaviewer-a very supportive, customer focused group. **Rating:** 5.0/5.0 stars **Reviewed by:** Josh R. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 06, 2020 **What do you like best about MetaViewer?** What has been most helpful for The Ohio Masonic Home is Metaviewer ability to focus on what is most helpful to us as a customer. The after the sale customer service has been more than outstanding. We went through a rigorous RFP process and chose Metaviewer because of the service after the sale component, and they have certainly lived up to that. **What do you dislike about MetaViewer?** There haven't been any significant dislikes during our time with Metaviewer. We had one issue with an upgrade and our current Great Plains system but it was unavoidable. **Recommendations to others considering MetaViewer:** Push further integrations with GP to customers when available **What problems is MetaViewer solving and how is that benefiting you?** We have completely automated our invoicing process. We also added a Contract Module that organizes our contracts by expiration date. We are in the beginning stages but it was a simple, cost effective solution that works. ### 8. Implementing the Electronic Approval System has been instrumental in changing our AP process **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Broadcast Media | Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2020 **What do you like best about MetaViewer?** It is electronic, so we have been able to use it while we have been out office working remotely. **What do you dislike about MetaViewer?** Some other processes that we implemented, like Vendor Approval workflow were not as seamless when implementing, but issues were resolved. **Recommendations to others considering MetaViewer:** MetaViewer is a great system for electronic accounts payable workflow. Most of our operational units have wonderful things to say about being able to look in the system for payment details instead of calling Accounting to find out if a bill has been paid. **What problems is MetaViewer solving and how is that benefiting you?** All invoices are electronic, so you can find what you need to look at without having to physically be in the filing room at the office. Also we have electronic approval, so it is easier to pull detail for audits. ### 9. MetaViewer For AP Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** September 04, 2020 **What do you like best about MetaViewer?** Totally customizable to your process and easy to make changes. **What do you dislike about MetaViewer?** Wish there was better error notification options. **What problems is MetaViewer solving and how is that benefiting you?** We have been able to automate over 50% of our AP processes resulting in very large time savings and fewer errors. ### 10. MetaViewer for Paperless Invoice Management **Rating:** 5.0/5.0 stars **Reviewed by:** Whitney R. | Accounting Systems Application Support, Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2019 **What do you like best about MetaViewer?** That it makes it easy to review invoices for multiple companies online and that it eliminates the need to hunt for them through boxes of paper. It also has helped to make invoices more readily available to be processed and allows for more timely payments. From an IT standpoint it is also an easy application to manage, and any users issues are typically straight forward to address and resolve in a time manner. **What do you dislike about MetaViewer?** when there are large amount of invoices to be moved sometimes this can cause the jobs to fail, which leads to invoices not moving. **What problems is MetaViewer solving and how is that benefiting you?** MetaViewer has helped us solve our reliance on paper invoicing and has allowed us to become a more environmentally friendly company. MetaViewer has also helped us to stream line our account payable processes and has allowed invoices to become more easily searchable. This is very beneficial when reviewing payment specifics for vendors. ## MetaViewer Discussions - [What is MetaViewer used for?](https://www.g2.com/discussions/what-is-metaviewer-used-for) - [View MetaViewer pricing details and edition comparison](https://www.g2.com/products/metaviewer/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+11%3A02%3A42+-0500&secure%5Bsession_id%5D=d224aba0-3d29-478e-99db-b10af1a6d56f&secure%5Btoken%5D=bb99b8d6485cba93aed5f360ff2b327446efcbe2c44b0af2f7a0c3ee668925a9&format=llm_user) ## MetaViewer Features **Invoice Management** - Capture - Supplier Portal - Repository **Invoice Generation** - Templates - Digital Invoices - Recurring Invoices **Operating System** - PC Operating System - Mac Operating System - Linux Operating System **Document Processing** - File Type - Data Extraction - Mobile Capability - Intelligent Processing - Image Enhancement **Agentic AI - Enterprise Content Management (ECM)** - Autonomous Task Execution - Natural Language Interaction - Decision Making **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Invoice Processing** - Matching - Payments - Workflows - Tax Compliance **Invoice Processing** - Approvals - Batch Processing - Consolidation - Match Invoices **Platform Additional Functionality** - Integration - File Conversion - Windows and Mac **Analytics** - Due Dates - Benchmarking - KPIs **Analytics** - Due Dates - Cashflow - KPIs - Payment Tracking **Agentic AI - OCR** - Autonomous Task Execution **Integration** - Accounting - Payment Integration - ERP **Integration** - Accounting - Payments - ERP - Account Sync **Agentic AI - Invoice Management** - Cross-system Integration - Adaptive Learning - Proactive Assistance **File Management** - File Type Support - Metadata - OCR Scanning - Versioning - Collaboration - Document Assembly - Form Creation - Portals and Sites - Disposition - Search - Web Interface - Mobile Apps **Workflow** - Process Automation - Conditions - Activities - Records Management - Case Management **Platform** - Performance and Reliability - Reporting and Auditing - System of Record Integration - APIs **Risk** - Analysis - Identification - Scoring **Recovery** - Recoup - Reporting **Audit** - Filters - Post Audits - Overpayments - Duplicates **Fraud** - Vendor Checks - Data Generation - Monitoring **Agentic AI - AP Automation** - Autonomous Task Execution - Proactive Assistance - Decision Making ## Top MetaViewer Alternatives - [Stampli](https://www.g2.com/products/stampli/reviews) - 4.6/5.0 (1,912 reviews) - [Laserfiche](https://www.g2.com/products/laserfiche/reviews) - 4.7/5.0 (1,204 reviews) - [SAP Concur](https://www.g2.com/products/sap-concur/reviews) - 4.0/5.0 (6,885 reviews)