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Metafile Information Systems Debuts Touchless Invoice Processing and MetaViewer 7

Rochester, Minn. October 4, 2018

Metafile Information Systems announced today that it has launched, MetaViewer 7, the newest version of its state-of-the-art document management/paperless automation solution, MetaViewer, featuring Touchless Invoice Processing for Microsoft Dynamics AX/365 and GP.

MetaViewer 7 brings even more automation to the workplace with immediate feedback from duplicate checking with companies’ enterprise resource planning (ERP) solutions. Users no longer need to schedule tasks to be run – MetaViewer 7’s robotic process automation (RPA) capabilities run tasks consistently and automatically to keep processes streamlined, reduce document processing steps, and eliminate human intervention. MetaViewer 7 is also built on the Windows Workflow Foundation, offering more configuration capabilities, as well as robust, efficient and fast functionality.

MetaViewer 7 also features Touchless Invoice Processing for Microsoft Dynamics users. Utilizing MetaViewer’s RPA technology, this functionality processes purchase order (PO) documents and routes them through workflow steps – based on pre-determined rules – without human intervention. Touchless Invoice Processing matches POs in users’ Microsoft Dynamics solution and runs through a set of evaluation rules to determine whether the PO matches corresponding documents within the system. The PO is then routed directly to Microsoft Dynamics. The system runs rules against the corresponding invoice in Microsoft Dynamics, checking whether it is a current invoice, a duplicate invoice, is open against a PO and other pre-defined evaluation rules. If the PO passes each rule, it is automatically routed to Dynamics. If it fails any of the evaluation rules, users receive a report and are able to manually reconcile the PO.

“Robotic process automation is not just a fad, it is an industry-standard term and a vital addition for companies that want to be more efficient, accurate, competitive and agile,” said Nick Sprau, Metafile Information Systems VP of marketing and sales. “Developing MetaViewer 7 brings even more automation capabilities to the modern workplace, and we’re proud to be on the cutting-edge of RPA technology with Touchless Invoice Processing and MetaViewer 7.”

MetaViewer increases efficiency by eliminating manual data entry and automating previously paper-based tasks, leading to substantial ROI and greater visibility across the enterprise. From accounts payable to accounts receivable, human resources to legal, MetaViewer enhances business’ Microsoft Dynamics ERP solutions by adding integrated workflow, document imaging and dashboard views of business processes.

“Jumping on the RPA bandwagon is a no-brainer for us, and we are committed to continuously enhancing MetaViewer’s functionality in order to meet the needs of today’s enterprises,” Sprau said.

About Metafile Information Systems 
Founded in 1979 and headquartered in Rochester, Minn., Metafile is an established, independent and efficient provider of paperless document management software applications supporting accounts payable, accounts receivable and human resources departments in middle-market and large businesses nationwide. More than 3,500 organizations have translated Metafile's content management solutions into enterprise-wide value and a competitive advantage. MetaViewer is Metafile's flagship paperless document management solution, offering paper and electronic invoice capture, web-based workflow, two and three-way matching, real-time graphical visibility and full ERP integration. Today, more than 15,000 financial professionals worldwide are efficiently processing more than 15 million paperless transactions per week with the MetaViewer solution. For more information, visit