7 Signs Your AP Process Needs an Upgrade: An Automation Guide for Medium-Sized Businesses

Transform Your AP Process: 7 Warning Signs It’s Time for an Upgrade

Unlock the secrets to a more efficient, cost-effective accounts payable process.

Is it time to take your accounts payable (AP) process to the next level?

If you’re struggling with inefficient manual tasks, slow invoice processing, and/or high AP costs, the answer is yes.

This eBook was built to help you overcome these challenges and streamline your operations.

What’s Inside:

  • Signs You Need an Upgrade: Uncover key indicators your accounts payable process is outdated.
  • Expert Advice on Optimizing Your Process: Find out how artificial intelligence (AI)-powered AP automation can solve common invoice processing problems.
  • AP Automation Success Stories: Dive into real-world examples of AP process automation across multiple industries to get a better idea of how it can help you.

5 Strategies to Reduce Manual Intervention in Invoice Processing

Struggling with too much manual invoice processing? You’re not alone. Accounts payable leaders know firsthand how much manual intervention is required to process, approve, and post supplier invoices. From correcting errors and chasing down approvals to matching POs and rekeying data, these time-consuming tasks slow down processing and increase overhead and the risk of mistakes. With today’s challenging labor market and growing pressure to do more with less, relying on manual processes is no longer sustainable. The good news? There are proven strategies to reduce manual intervention, streamline invoice processing, and free up your AP team to focus on higher-value tasks.

What you will learn:

  • The hidden causes of manual intervention in invoice processing
  • How to reduce invoice exceptions and errors before they happen
  • Ways to increase straight-through processing rates without adding headcount
  • Best practices for automating invoice approvals and PO matching
  • Key technologies that make invoice processing faster, easier, and more accurate

How to Streamline Claims Processing with a Digital Mailroom

A Guide Built for Insurance Companies 

Insurance companies can’t afford to be slow when it comes to time-sensitive tasks like claims processing. Manual claims processing costs valuable time and money, and results in poor customer experiences. 

That’s why so many insurance companies are automating the process.

This guide explains how a digital mailroom can streamline claims processing and, ultimately, help you achieve significant cost savings, increased efficiency, and happier customers.

Here’s what’s included:

  • Digital Mailroom Overview: Gain a clear understanding of what a digital mailroom really is and how it streamlines claims processing.
  • Benefits of Implementing a Digital Mailroom: Dive into the many advantages of streamlining claims processing with a digital mailroom – from increased productivity to financial gains to ensured compliance.
  • Real-Life Success Story: Find out how one insurance provider overcame customer service challenges with mailroom automation.

HR Document Management Playbook

Your Guide to Streamlined Operations & Compliance Excellence

The next generation of employee document management is here. 

Modern HR teams are prioritizing more than just digitizing files – they’re seeking out solutions that offer automation, compliance tracking, and integrations with human capital management systems. 

This guide is your playbook for effectively implementing these solutions, so you can redefine efficiency, compliance, and the employee experience. 

What’s Inside:

  • Overview of the current landscape: Dive into the top challenges human resources teams are facing.
  • Emerging trends & predictions: Discover what’s shaping the next generation of HR document management.
  • Actionable playbook: Get a step-by-step guide for successfully implementing a modernized HR document management system.

A Smarter Approach to Invoice Processing

Your Guide to Transforming Your AP Workflow with Automation

Is your accounts payable team struggling to keep up with modern business demands? Is your manual or partially automated AP process to blame?

Then, this guide is for you. 

What’s Inside:

  • Top Invoice Processing Challenges: Uncover the most common struggles associated with manual and partially automated AP processes.   
  • Journey of an Invoice Through an Automated System: Take a close look at the inner workings of modern invoice processing automation systems – from AI-driven capture to real-time reporting. 
  • A Superior Approach to Invoice Processing: Gain insight into how a configurable, human-enhanced automation solution can solve your AP problems. 

Download the guide to discover how you can adapt to today’s fast-paced business landscape with automation. Fill out the form to get your free copy today!

Utah’s #1 Homebuilder Minimizes Errors & Expedites Invoice Processing with AP Automation

AP Automation Saves Time, Money and Aggravation for Utah’s #1 Homebuilder

Despite the success of Ivory Homes as Utah’s #1 homebuilder, the company wasn’t always successful when it came to accounts payable (AP) processes. Before partnering with MetaSource, Ivory Homes struggled with a costly, manual AP process that left them drowning in piles of paper and unable to keep up with invoice volumes.

When the homebuilder found MetaSource, they also found a digital solution to their paper problems.

“It’s made our budgeting manager much smarter at his job. He has the tools he’s always wanted, and we’ve saved so much money.” – Ivory Homes Controller

Download this case study to uncover the common challenges Ivory Homes faced with a paper-reliant process and how an AP automation solution not only solved their problems, but continues to provide them with unmatched benefits today.

Club Fit Case Study

How a Health & Fitness Club Got Its Document Management System in Shape

Despite Club Fit’s ability to help its members stay healthy and trim, its record-keeping processes were anything but…

Until the health and fitness club turned to MetaSource and achieved a leaner method of document management through document scanning services, content management software, and workflow automation technology. 

Download this case study to learn how we helped Club Fit get its document management system in shape and improve day-to-day operations for its accounting, membership, maintenance, executive and management, and auditing teams.

A Veterinary Health Organization Streamlines Invoice Processing

An Accounts Payable (AP) Automation Success Story

The accounts payable staff at a veterinary health organization went from working 70 hours a week and focusing on tedious tasks like manual data keying to working 40 hours a week and focusing on more valuable functions.

How?

By streamlining its invoice processing with an AP automation solution.

Download this case study to learn how MetaSource helped the veterinary health organization improve not only staff productivity but also data accuracy, invoice approval times, error rates, and auditing.