Metasource

Business Process Automation Softwaremetasource.com

Company typePrivate
Founded1993
HeadquartersDraper, United States
Headcount501–1,000
GTM typeB2B
OfferingSoftware

Metasource firmographics

Firmographics

Name: Metasource
Legal name: MetaSource, LLC
Website: https://metasource.com
Company type: Private
Founded year: 1993
Operating status: Operating
Headcount range: 501–1,000 employees
Ownership category
akta.pro rank

Metasource industry classification

Industry

Product category: Business Process Automation Software
NAICS: Software Publishers (51321), Computer Systems Design and Related Services (54151), Computer Systems Design and Related Services (5415)
SIC: Services-Prepackaged Software (7372), Services-Management Consulting Services (8742), Services-Computer Integrated Systems Design (7373)
akta.pro primary industry: Digital Process Automation (DPA) & Orchestration Suites (HDAEAHAF)
akta.pro secondary industries: Robotic Process Automation (RPA) & Hyperautomation Platforms (HDAEAKAF), HRIS/HCM Managed Services & Support (BPAEAGAF)

Keywords

Business process automation
Document management software
Mortgage quality control
Digital mailroom services
Accounts payable automation

Where Metasource is headquartered

Location

Headquarters

HQ city: Draper
HQ country: United States
HQ region: North America

Offices1 record

Markets served

Metasource business model

Business model

GTM type: B2B
Offering type: Software
Cost components: Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

Business Process Outsourcing (BPO) Services: MetaSource delivers managed BPO services encompassing digital mailroom outsourcing, document scanning services, mortgage QC audit outsourcing, lockbox services, and customer onboarding. These are long-term, recurring service engagements with enterprise clients in regulated industries.
Software Subscriptions and Licensing: MetaSource licenses proprietary software platforms including QLink (mortgage QC), mintrak2 (MERS reconciliation), SourceAP (AP automation), MetaStor (document management), and WorkDocs (HR). Software is sold as cloud/SaaS subscriptions, with some on-premise deployment options.
Professional Services and Implementation: Implementation, consulting, and change management services are delivered alongside software deployment and digital transformation engagements, often bundled with managed services.
Third-Party Software Resale and Integration: MetaSource resells and implements third-party software including OpenText, Tungsten Automation (Kofax), FileBound, and UKG solutions as a certified reseller and implementation partner.

Pricing tiers

Model	Billing	Price
Other	Multi-year contract	No public pricing tiers — quote-based engagement

Go-to-market motion3 records

Distribution channels3 records

Marketing channels12 records

Metasource product offering

Product offering

Core offering

MetaSource combines proprietary automation software with managed business process outsourcing (BPO) services to help regulated, document-intensive organizations digitize and automate workflows. Its core offerings include AI-powered invoice processing (SourceAP), mortgage quality control (QLink), MERS data reconciliation (mintrak2), cloud document management (MetaStor), HR document management (WorkDocs), and managed services such as digital mailroom, document scanning, lockbox processing, and mortgage QC audits.

Product overview

MetaSource offers a unified platform-plus-services architecture combining proprietary software with partner technologies and managed services. The core product portfolio includes MetaStor® (cloud-based document management powered by OpenText AppEnhancer), SourceAP™ (AI-powered invoice processing automation), QLink™ (mortgage QC software), and mintrak2® (MERS data reconciliation), complemented by OpenText™ AppEnhancer, Upland FileBound, WorkDocs™ (HR-specific document management), and Eclipse™ (lien release through Orion subsidiary Orion Financial Group). These platforms are supported by professional services including document scanning, digital mailroom, workflow automation, mortgage QC audits, due diligence services, loan boarding, origination automation, and customer onboarding. The architecture pairs intelligent automation technology with human expertise to deliver transformation across mortgage, government, healthcare, insurance, financial services, and manufacturing industries.

Differentiator

Problem solved

Functional benefit

Brands

MetaStor: Cloud-based document management solution powered by OpenText AppEnhancer, combining enterprise content management with workflow automation
QLink
mintrak2
SourceAP
WorkDocs
Eclipse

Products and services

MetaStor

Quantifiable outcome

99% client renewal rate
+17 more outcomes

Companies that use Metasource

Customer profile

Named customers19 records

Segments9 records

Ideal customer profiles6 records

Metasource technology and API

Technology

Technology focussed Yes

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Integration19 records

AI capability13 records

Feature8 records

Metasource partnerships and signals

Strategic signal

Partnerships

Seven partnerships are on record, tiered core.

OpenTextcoreTechnology or IntegrationOpenText is a leading enterprise content management platform. MetaSource is the largest distributor of OpenText AppEnhancer in North America and implements and operates OpenText solutions as a certified partner. MetaStor is powered by OpenText AppEnhancer.
Tungsten AutomationcoreTechnology or IntegrationTungsten Automation (formerly Kofax) provides intelligent document processing and AP automation platforms. MetaSource is a Tungsten Platinum Value Added Reseller (VAR), implementing and supporting Tungsten platforms with deep domain expertise in regulated industries.
Upland FileBoundcoreTechnology or IntegrationFileBound is a cost-effective document management and workflow automation system available as cloud or on-premise solution. MetaSource provides integration and long-term optimization services for FileBound as an authorized partner.
UKGcoreTechnology or IntegrationUKG provides workforce management platforms. MetaSource has achieved UKG Premier Technology Partner status, validating HR document scanning expertise and ability to efficiently upload files into UKG Document Manager. MetaSource provides document scanning services that integrate with UKG platforms.
Stormloop TechnologiescoreTechnology or IntegrationStormloop Technologies provides Workday-focused solutions. MetaSource and Stormloop partnered to bring WorkDocs Connect to the Workday Marketplace — a HR document management integration bridging Workday with MetaSource's WorkDocs platform.
CreditroncoreTechnology or IntegrationCreditron provides lockbox software and check capture services. MetaSource partners with Creditron to deliver intelligent check capture services and exception handling workflows as a modern alternative to traditional lockbox services.
Orion Financial Group, Inc.coreOEM/ Whitelabel/ Licensing PartnerOrion Financial Group, Inc. is a wholly owned subsidiary of MetaSource providing additional mortgage services including lien release service, assignment of mortgage service, trailing document processing, document retrieval services, and collateral file review and tracking. The Eclipse platform is offered through Orion.

Scale indicators31 records

Recent moves7 records

Expansion highlights5 records

Metasource competitors and assessment

Company assessment

Broad incumbents

Conduent: Conduent is a large-scale business process services provider serving government, healthcare, and financial services with document- and transaction-heavy workflows — a broader incumbent competing for similar BPO engagements.
UiPath: UiPath is a leader in RPA and process automation, increasingly moving into document understanding — a broader incumbent whose platform approach competes with MetaSource's workflow automation and DPA offering.
OpenText: OpenText is the enterprise content management platform underlying MetaStor (via AppEnhancer). As the underlying platform vendor and a MetaSource partner, OpenText competes at the platform layer while MetaSource adds services.
WNS Holdings: WNS is a global BPM/outsourcing services firm serving mortgage, banking, insurance, and healthcare — comparable in regulated-industry BPO focus, though broader geographically than MetaSource.

Emerging players

ABBYY: ABBYY specializes in OCR, document AI, and process intelligence — competing with MetaSource's AI-driven capture layer (SourceAP, mintrak2) particularly as customers evaluate direct IDP platforms versus bundled services.
DocuWare: DocuWare delivers cloud document management and workflow automation for mid-market and enterprise — directly comparable to MetaStor/WorkDocs, particularly for mid-market and departmental deployments.

Direct peers

Tungsten Automation (formerly Kofax): Tungsten Automation is a leading intelligent document processing and AP automation platform vendor — MetaSource is a Tungsten Platinum VAR but also competes in similar mortgage and AP automation deployments with SourceAP.
Iron Mountain: Iron Mountain is the dominant document storage, digitization, and records management provider serving regulated enterprises — directly overlapping with MetaSource's digital mailroom, document scanning, and secure cloud repository offerings.
Hyland Software: Hyland provides enterprise content management and workflow automation (OnBase, Alfresco) with deep regulated-industry penetration — directly comparable to MetaSource's MetaStor/WorkDocs document management and workflow automation stack.
Datamatics: Datamatics combines intelligent document processing, RPA, and BPM services for BFSI, healthcare, and manufacturing — closely mirroring MetaSource's AI + workflow + managed services model for document-intensive industries.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Metasource compliance and trust

Trust signal

Compliance6 records

Metasource financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Metasource leadership team

Management profile

Number of profiles

Profiles7 records

Metasource subsidiaries and ownership

Company hierarchy

Subsidiaries1 record

Metasource funding detail

Funding detail

Funding overview

Funding rounds2 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Metasource M&A and investment

M&A and investment

M&A5 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Metasource

What does Metasource do?

Is Metasource a public or private company?

Metasource is a private company. It is classified as private equity controlled and is currently operating.

When was Metasource founded?

Metasource was founded in 1993. It employs 501 to 1,000 people.

Where is Metasource based?

Metasource is headquartered in Draper, United States, in the North America region.

How does Metasource make money?

Four revenue lines are on record. Business Process Outsourcing (BPO) Services are the primary driver. The others are software Subscriptions and Licensing, professional Services and Implementation and third-Party Software Resale and Integration.

Who are Metasource's main competitors?

Broad incumbents on record are Conduent, UiPath, OpenText and WNS Holdings. Emerging players are ABBYY and DocuWare. Direct peers are Tungsten Automation (formerly Kofax), Iron Mountain, Hyland Software and Datamatics.

Does Metasource have an API?

No public API is recorded for Metasource.

What industry is Metasource in?

Metasource's product category is Business Process Automation Software. Its primary akta.pro industry code is HDAEAHAF, Digital Process Automation (DPA) & Orchestration Suites, with a secondary code of HDAEAKAF, Robotic Process Automation (RPA) & Hyperautomation Platforms. Its NAICS code is 51321 and its SIC code is 7372.