Payvance by Metafile
AP automation · Built for finance teams

Close the month with confidence,
not caffeine.

Payvance captures every invoice, codes it against your QuickBooks or Microsoft Business Central chart of accounts, routes approvals by policy, and exports a clean, audit-ready batch — so controllers stop chasing PDFs and CFOs get real-time visibility into cash-out.

Live on 40+ tenants SOC-ready · MFA · Tenant isolation QBO + BC certified paths
Invoice pipeline / live STREAMING
CaptureEmail · Upload
ExtractOCR · Confidence
CodeVendor · GL · Terms
ApprovePolicy Routing
ExportQBO · BC
10×
Faster Invoice Cycle
94%
Auto-code Confidence
2
ERPs Natively Integrated
0
Manual-touch Lines — with AutoPilot
01 — Platform

Built for the messy middle of AP — not a pristine demo.

Real invoices arrive as email PDFs, stapled packets, or three bills in one scan. Payvance meets that reality with capture, split, OCR, policy routing, and ERP-native export in a single queue your team actually works from.

01 / Capture

Email-native intake with auto-split PDFs.

Forward AP mailboxes straight into Payvance. Multi-invoice packets are split on page markers, re-OCR'd, and land in the queue as individual invoices — no scissors required.

GmailUploadDrag & drop
02 / Extract

OCR with confidence scoring you can actually trust.

Vendor, invoice number, date, subtotal, tax, totals, line items, and supporting doc detection — every field scored, so reviewers jump straight to the one cell that needs a human.

94% avg. confidenceLine items
03 / Code

Live vendor, GL, and terms mapping — from your ERP.

Coding uses the same vendor master, GL chart, and payment terms your ERP is using right now. No stale lookups, no reconciliation drift, no export errors at month-end.

QBO syncBC sync
04 / Approve

Policy routing with a full audit trail.

Threshold-based approval matrices route invoices to the right approver chain. Every action — reassign, comment, approve, reject — is captured with actor, timestamp, and IP.

Matrix rulesDelegationAudit log
05 / Supporting docs

BOL, PO, packing slip — attached where they belong.

Associate receiving documents, purchase orders, and correspondence right on the invoice. Reviewers validate the full paper trail without leaving the queue.

PO matchBOLEmail
06 / Security

MFA, tenant isolation, and policy hardening by default.

Optional MFA, role-based access, per-tenant data isolation, and a documented security-config matrix. Finance workflows that satisfy your infosec review on day one.

MFASOC-readyPer-tenant
02 — Workflow

Five steps.
One clean ERP batch.

The same process on every invoice, every day — whether it arrived by email, upload, or a multi-page packet from your receiving desk.

01

Capture

Invoices arrive by email forward, drag-and-drop upload, or shared mailbox import.

INGEST → QUEUE
02

Extract

OCR lifts header fields, totals, and line items, each with a confidence score.

OCR · LINE ITEMS
03

Validate

Vendor, GL, terms, and supporting docs are checked against live ERP master data.

CODE · MATCH · REVIEW
04

Approve

Policy matrix routes to the right approvers. Full audit trail on every action.

ROUTE · AUDIT
05

Export

Approved bills land in QuickBooks or Business Central — clean, in batch, reversible.

QBO · BC · ARCHIVE
Introducing · AutoPilot™

From inbox to posted bill — hands-free.

AutoPilot is Payvance's straight-through engine for the invoices that don't need a human: trusted vendors, predictable GLs, amounts within policy. Configure once, let it run.

  • Per-vendor allowlists with dollar thresholds and GL guardrails.
  • Duplicate detection, amount drift checks, and policy overrides.
  • Full invoice-level audit trail — every AutoPilot action is logged.
  • One switch to pause, revert to manual review, or escalate by rule.
Read the AutoPilot brief →
03 — Integrations

Two ERPs.
One native path for each.

Payvance isn't "ERP-agnostic" — we built dedicated connectors for QuickBooks and Business Central so vendors, GL, terms, and approved bills stay in lockstep with your books.

Live vendor & GL sync with clean bill export.

Payvance pulls your QuickBooks vendor master, chart of accounts, and terms via the Intuit API, codes incoming invoices against them, and posts approved bills back to QBO as Bills — with reversible sync state.

OAuth app, customer-owned tokens
Vendor · GL · Terms · Class live lookup
Bills posted, voided, and reconciled

Purchase invoice posting with dimension mapping.

The Business Central path uses a dedicated AL extension and API permission set. Payvance posts Purchase Invoices against vendor ledgers with full dimension codes, avoiding the rework of brittle Excel imports.

AL extension, tenant-scoped permission set
Dimension codes, locations, jobs
Purchase invoices posted and recallable
04 — The product

What controllers actually look at.

One queue, one detail view, one export. The team spends its day in two screens — not seven tabs.

Invoice queue DASHBOARD · 142 OPEN
Rockford Pallet Co.
INV-20471 · APR 18
$1,842.60
Approved
Harbor Logistics, LLC
HL-88412 · APR 18
$4,209.00
Review
Meridian Packaging
M-2026-0411 · APR 17
$612.15
Exporting
Greenline Office Supply
GOS-55140 · APR 17
$248.30
Approved
Northfield Utilities
NU-0326-APR · APR 16
$2,110.44
Review
OCR extraction Confidence · Per field
94% overall
VendorRockford Pallet Co.99%
InvoiceINV-2047198%
Amount$1,842.6097%
Due dateMay 18, 202682%

Modern AP starts now.

Thirty minutes with a Payvance engineer. Live walkthrough on your ERP, a signed SOW before you hang up.

Get pricing → Read the solution overview
Avg. implementation · 14 days · QBO or BC