Summit Launchpad: Metafile’s Josh Prehn on Integrating the Microsoft Ecosystem with MetaViewer
In this Summit Launchpad interview, recorded on-site at Community Summit North America 2026, Kieron Allen hosts Josh Prehn, Principal Solutions Engineer, Metafile, for a discussion on the MetaViewer software, leveraging AI, and the future outlook of further integrating the Microsoft ecosystem.
Key Takeaways
- Overview: Metafile does AP automation for bringing invoices into the MetaViewer software, which has deep integrations with Business Central. As the Principal Solutions Engineer, Prehn scopes on the sales side, then serves as the engineer involved with implementations and provides trainings for customers.
- Customer impact: Processing invoices by hand is very time-consuming. “At the end of the day, time is money,” Prehn notes. “What we try to do is go ahead and simplify the everyday.” With MetaViewer, invoices can be processed in three to five minutes. Being able to get them out to Business Central enables customers to process documents faster.
- AI usage: One of the biggest places AI is incorporated into the company’s product is through leveraging Azure AI to pull data off a document. AI is also leveraged for coding by automatically pulling off quantities, amounts, and descriptions for line items inside of its general ledger grid inside of MetaViewer.
- Roadmap: Over the next 12-18 months, Metafile is going to continue building out the integrations of its the new MetaViewer Software to some different financial systems across the Microsoft ecosystem as well as adding customer-requested features, like detailed reports.
