Integrating AP Automation with Existing Systems 

 1/10/2024 by Andy Birkey

Integrating MetaViewer’s AP automation with existing systems can seem like a daunting task, but it’s really not. Here we demystify the integration of MetaViewer with existing ERP environments and provide some helpful tips to help you realize the full benefits of AP automation. 

With a little coordination and planning, you can get AP automation integrated seamlessly. 

Start with assessment and planning. The integration journey begins with a thorough assessment of your current financial processes. Analyze your accounts payable workflow, pinpoint bottlenecks, and determine how automation can best address these challenges. But be sure to look beyond the AP department. Automation can be extremely beneficial for other departments including accounts receivable, human resources, and legal. 

Once you have a good idea of your current situation it’s time to select the product that is right for your organization. MetaViewer has different options to integrate: Cloud-based Software as a Service (SaaS) as a monthly service and a traditional licensed software that you host on site. 

Successful integration requires a collaborative effort between your IT and finance teams. Both departments bring essential insights – IT provides technical expertise on system capabilities and limitations, while finance offers a deep understanding of the financial processes and requirements. This collaborative approach ensures that the integration addresses both the technical and functional aspects of your business, leading to a smoother transition and more effective system utilization. Many businesses use ERP systems like Microsoft Dynamics. MetaViewer specializes in integrations with Dynamics. 

The next steps involve working with your selected AP Automation vendor to work through goals and requirements for setting up the solution and testing to confirm that the system accurately processes transactions, maintains data consistency, and functions efficiently.

MetaViewer is here to help! Our team of professional’s work with clients daily to ensure that implementations stay on-track, and your team is comfortable and proficient with the new AP automation tool, which is essential for maximizing its benefits. 

Learn more about the top key benefits of implementing AP Automation below:

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