Business Process Automation Software
Find the Right System to Simplify Your Most Complex Workflows
Managing various types of business documents and compliance requirements is demanding enough without the wrong tools slowing you down. MetaSource offers a portfolio of software solutions built to reduce manual effort, strengthen compliance, and scale with your organization, whether you need a departmental tool or an enterprise-wide platform.
Automation & Business Document Management Software Benefits
Turn Your Biggest Operational Challenges into Competitive Advantages
When your document management, compliance, and automation tools are a true fit for your organization, the impact reaches every corner of your business. Teams spend less time correcting errors and chasing approvals and more time completing strategic work and driving results.
The right software doesn’t just improve a single process. It enhances efficiency, compliance, and decision-making across your entire organization.
Reduce Manual Work
Automate document capture, routing, and approvals, enabling your team to focus time and energy on higher-value initiatives.
Strengthen Compliance
Stay audit-ready with built-in retention management and complete documentation trails across your workflows.
Gain Real-Time Visibility
Access the reporting your team needs to identify bottlenecks, track progress, and make more confident decisions faster.
Scale With Your Organization
Keep up with your work regardless of volume with solutions built to flex with your business needs.
Business Process Automation Software Designed Around Your Goals
Every organization has different needs. That’s why we offer a variety of proven solutions, from cloud document management and AP automation to mortgage quality control software. Each offering is designed to be easy to deploy, simple to learn, and ready to connect with the systems you already use on a daily basis.
MetaStor®
Securely access documents from anywhere with cloud document management software powered by OpenText™ AppEnhancer.
WorkDocs™
Streamline human resource operations with a solution built specifically for HR document management and workflow automation.
SourceAP™
Simplify complex invoice processing with a configurable AP automation solution that combines the latest technology with human oversight.
QLink™
Gain fast, secure access to mortgage QC findings and analytics in one intuitive platform built for teams that rely on MetaSource’s mortgage audit services.
mintrak2®
Seamlessly meet MERS eQA requirements accurately, on time, and without the manual burden with the leading data reconciliation and remediation software.
Eclipse™
Achieve a streamlined, fully transparent lien release and assignment process with a trusted workflow platform provided by our wholly owned subsidiary, Orion Financial Group.
Select the Right Business Document Management Software for Your Team
Learn how to find a document management solution that can help you maintain fast turn times, reduce costs, and so much more.
Partnered Software & Solutions
Industry-Leading Software Implemented by Our Experts
As a trusted partner to OpenText, Tungsten Automation, and Upland, we implement and support industry-leading software. We have the experience and expertise required to help you get the most value out of your investment.
OpenText™ AppEnhancer
Enhance your processes, from accounts payable to employee onboarding, with trusted content management software.
OpenText™ Capture
Transform your content into actionable information with a trusted solution built to streamline document-intensive processes.
OpenText™ Process Automation
Automate your business processes to improve turn times, increase efficiency, and reduce costs.
Tungsten Capture™
Lay the foundation for fully automated content-centric workflows with leading capture software.
Tungsten TotalAgility®
Automate document-driven processes to optimize customer experience, reduce operating costs, and streamline decision-making.
Tungsten Transformation™
Automatically classify and extract data from any document to reduce labor costs and accelerate business processes.
Tungsten AP Essentials™
Achieve the streamlined, automated, transparent AP process you deserve with a cloud-based invoice processing solution.
Tungsten RPA™
Create an intelligent digital workforce to assist your employees and drive greater efficiency.
Upland FileBound
Empower your team with document management and workflow automation software that reduces manual work and improves productivity.
ImageTrust
Eliminate the need to ship paper files to a central site for scanning and processing with a remote document capture solution.
Why Organizations Choose MetaSource
As a leading digital transformation solutions provider with over 30 years of experience and trusted partnerships with OpenText, Tungsten Automation, and Upland, MetaSource supports you from software selection and implementation through ongoing management and optimization.
When you work with us, you get:
- A team that understands your industry and your business processes
- Implementation expertise built from completing 3,000+ software installations
- Ongoing support to ensure your software keeps pace with your business
Ready to Find the Right Software for You?
Let’s discuss your goals and current processes, so we can select the best solution not just for your organization today, but for the future.