Seeing Clearly Through the Pane: How Quest Window Systems Transformed AP with Automation
7/11/2025 by Andy Birkey
At Quest Window Systems, accounts payable used to mean piles of paper, lost invoices, and end-of-month chaos. That all changed when Julie Sue stepped into the role of AP Champion with a mission to digitize and streamline operations. In the latest episode of the Metafile Minutes podcast, Julie sits down with host Eric Humes to share how Quest transformed their back office with MetaViewer AP Automation, just in time for the challenges of the COVID-19 pandemic.
From Clutter to Clarity
Before automation, Quest’s AP process was entirely manual: printed invoices, email chains for approvals, and physical folders stuffed with paperwork. With three disconnected systems handling purchasing, inventory, and payments, the lack of integration created constant confusion. Julie, armed with prior automation experience, arrived ready to modernize — and the timing couldn’t have been more critical.
Just weeks after she joined, the pandemic forced a rapid shift to remote work. The old paper-based process would have ground operations to a halt. But thanks to the early implementation of MetaViewer, the team pivoted seamlessly to a fully digital workflow.
The Power of AP Automation
With MetaViewer, Quest’s AP department went 100% paperless. The entire team now works remotely with zero disruption to productivity. Invoices are retrievable in seconds, even when only partial information is available. And thanks to digital tracking, audit processes and month-end reconciliations have become drastically more efficient.
Perhaps most impressively, even with a 30% reduction in AP staff Quest easily handled an increasing invoice volume. Freed from manual data entry, former AP team members now contribute across AR, general ledger, and reporting functions, adding strategic value to the business.
What’s on the Horizon?
Julie is optimistic about the future of AP automation at Quest. She’s especially excited for MetaViewer’s upcoming KPI dashboard feature and hopes to see even more customization and mobile accessibility down the line. Her long-term vision? Expanding automation across departments to create an even more agile and efficient organization.
Julie’s Advice to AP Leaders
Don’t wait for the perfect time — it doesn’t exist. Start small, identify your pain points, and build your automation strategy from there. The results will speak for themselves.
Listen to the Full Conversation
Check out the full episode about how Julie and the Quest Window Systems team turned their AP department into a model of modern efficiency — and how MetaViewer helped them “see clearly” through every pane of the process.
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