Digiscribe
MetaSource is a privately held US business process automation and document management company, founded in 1993, serving regulated industries (government, mortgage, financial services, healthcare, insurance, manufacturing) with intelligent document processing, workflow automation, and BPO services.
- Company typePrivate
- Founded1993
- HeadquartersElmsford, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Digiscribe does
MetaSource is a privately held business process automation and document management company operating as MetaSource, LLC and headquartered in the United States. Founded in 1993, the firm combines intelligent document processing, workflow automation, secure cloud platforms, and human expertise to serve regulated, document-intensive industries including government, mortgage, financial services, healthcare, insurance, and manufacturing. The product portfolio spans Digital Mailroom, Document Scanning Services, Workflow Automation, Document Management, Lockbox Services Alternative, and Mortgage Quality Control, with complementary services in accounts payable automation, customer onboarding, and loan boarding.
The underlying technology stack combines proprietary document management, workflow automation, and AP automation software with implementation and support for partner platforms from OpenText, Tungsten Automation (formerly Kofax), and Upland FileBound. AI capabilities — computer vision, NLP, and process automation — are applied to document digitization, classification, data extraction, and approval routing, operating at a stated scale of 500 million images captured annually and 2 billion images hosted. Technology partnerships with OpenText, Tungsten Automation, Upland FileBound, and UKG anchor the delivery model, while integrations include Workday for AP workflows.
The business model blends professional services (BPO for digital mailroom outsourcing, document scanning, and mortgage QC auditing), subscription/recurring software platform revenue (proprietary solutions plus partner-platform implementation and support), and transaction-based fees (lockbox processing). Go-to-market is enterprise field sales with consultative selling, using process assessments and custom evaluations to target operations, compliance, and IT leaders in regulated organizations. Pricing is not publicly disclosed and is configured per engagement. Customer evidence includes a 99% client renewal rate, 60% faster processes, and up to 90% reduction in manual tasks as headline outcome claims.
Digiscribe firmographics
Firmographics- Name
- Digiscribe
- Legal name
- MetaSource, LLC
- Website
- https://digiscribe.info
- Company type
- Private
- Founded year
- 1993
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- MetaSource is a privately held US business process automation and document management company, founded in 1993, serving regulated industries (government, mortgage, financial services, healthcare, insurance, manufacturing) with intelligent document processing, workflow automation, and BPO services.
- Ownership category
- akta.pro rank
Digiscribe industry classification
Industry- Product category
- Business Process Outsourcing & Document Management Services
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518), Information (51)
- SIC
- Services-Computer Processing & Data Preparation (7374), Services-Computer Programming, Data Processing, Etc. (7370), Services-Prepackaged Software (7372)
- akta.pro primary industry
- OCR, ICR & Intelligent Document Processing (IDP) (BPAAAKAB)
- akta.pro secondary industries
- Intelligent Document Processing (IDP) & OCR Automation (HDAEAHAC), NLP for Compliance, eDiscovery & Contract Analytics (HDAAADAJ), Email Archiving, eDiscovery & Compliance (HDADAKAE)
Keywords
Where Digiscribe is headquartered
LocationHeadquarters
- HQ city
- Elmsford
- HQ country
- United States
- HQ region
- North America
Markets served
Digiscribe business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Business Process Outsourcing Services: BPO services for document-intensive processes including digital mailroom outsourcing, document scanning, and workflow management. Delivered as managed services with human expertise combined with automation technology.
- Mortgage Quality Control: Compliance auditing services for mortgage lenders ensuring adherence to agency and investor requirements, including MERS QA services.
- Software Platform Services: Proprietary document management, workflow automation, and AP automation software solutions, as well as implementation and support for OpenText, Tungsten Automation, and FileBound platforms.
- Lockbox Processing: Check processing services as an alternative to traditional bank lockbox services for payment processing workflows.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels9 records
Digiscribe product offering
Product offeringCore offering
Digiscribe is a business process outsourcing company that delivers document digitization, workflow automation, and managed document services to regulated organizations. Its portfolio includes digital mailroom, document scanning, document management software, workflow automation, lockbox check processing, and mortgage quality control auditing, all built on AI-powered intelligent document processing paired with human expertise.
Product overview
MetaSource offers a platform-plus-modules architecture combining proprietary intelligent document processing, workflow automation, secure cloud platforms, and expert BPO services. The core portfolio includes Digital Mailroom, Document Scanning Services, Workflow Automation, Lockbox Services Alternative, Document Management, and Mortgage Quality Control, complemented by specialized services such as Accounts Payable Automation, Customer Onboarding, and Loan Boarding. The company also resells and implements OpenText, Tungsten Automation (formerly Kofax), and Upland FileBound products. Solutions are configurable and tailored to regulated industries including mortgage, government, healthcare, insurance, financial services, and manufacturing, with a focus on reducing manual work, strengthening compliance, and enabling scalable operations.
Differentiator
Problem solved
Functional benefit
Products and services
- Digital Mailroom Solution that digitizes incoming mail, ranging from customer onboarding documents to claims to general business correspondence, converting physical mail into searchable digital files for regulated organizations.
- Document Scanning Services Service that converts physical documents into searchable, digital files accurately and at scale, supporting government, financial services, and other regulated industries.
- Workflow Automation Platform that reduces manual tasks by up to 90%, shortens cycle times, and eliminates costly errors through intelligent business process automation for document-driven workflows.
- Lockbox Services Alternative Solution that simplifies check processing and provides speed and control for payment processing workflows as an alternative to traditional bank lockbox services.
- Document Management Platform that enables organizations to store, retrieve, track, and share documents across the organization securely, with audit readiness and compliance features.
- Mortgage Quality Control Service ensuring compliance with agency and investor requirements through mortgage QC and MERS QA services for the mortgage industry.
- Accounts Payable Automation AI-powered automation solution for invoice processing, data capture, approval routing, and ERP integrations, particularly for Workday AP teams.
- Business Process Outsourcing (BPO) Services Outsourcing services including document scanning, digital mailroom outsourcing, and mortgage quality control auditing delivered with human expertise alongside technology.
- Customer Onboarding Service for digitizing and processing customer onboarding documents as part of digital transformation workflows.
- Loan Boarding Service for processing and managing loan documentation as part of mortgage industry workflows.
Quantifiable outcome
- 60% faster processes
- +6 more outcomes
Companies that use Digiscribe
Customer profileNamed customers4 records
Segments9 records
Ideal customer profiles4 records
Digiscribe technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
AI capability5 records
Feature6 records
Digiscribe partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- OpenTextcoreMetaSource is a trusted partner to OpenText, providing implementation and management services for OpenText document management and business process automation solutions. As a leading digital transformation solutions provider with over 30 years of experience, MetaSource offers expertise in OpenText product deployment and ongoing support.
- Tungsten AutomationcoreTungsten Automation (formerly Kofax) is a technology partner for MetaSource's intelligent document processing and automation solutions. MetaSource provides implementation and management services for Tungsten Automation products, offering clients expert support from implementation through ongoing management.
- Upland FileBoundcoreUpland FileBound is a technology partner providing document management solutions integrated with MetaSource's services. MetaSource offers implementation and support services for FileBound products as part of its comprehensive document management offerings.
Scale indicators6 records
Recent moves5 records
Expansion highlights5 records
Digiscribe competitors and assessment
Company assessmentDirect peers
- Tungsten Automation (formerly Kofax): Tungsten Automation is a leading intelligent document processing and workflow automation vendor. While MetaSource is also a Tungsten partner and reseller, the two compete in IDP-driven automation deals, and Tungsten's product roadmap directly affects MetaSource's positioning as a managed-services wrapper around the Tungsten platform.
- ABBYY: ABBYY is a global provider of OCR, document capture, and intelligent document processing technology used heavily in regulated industries. MetaSource's document scanning and IDP services overlap with ABBYY's automation capabilities, and ABBYY's Vantage platform competes for the same workflow automation budget MetaSource targets.
- Hyland Software: Hyland's OnBase platform is a leading document management and workflow automation suite for regulated industries including healthcare, financial services, and government. Hyland competes directly for the same customer base and similar use cases that MetaSource addresses through document management and workflow automation.
- Access (Access Information Management):
- Smart Data Solutions: Smart Data Solutions specializes in healthcare claims automation, document processing, and mailroom digitization for health plans and providers. Its healthcare-focused document processing and workflow automation services compete with MetaSource's healthcare vertical solutions and AP automation offerings.
- Datamatics: Datamatics provides intelligent document processing, data capture, and business process management services across banking, insurance, healthcare, and manufacturing. The combination of proprietary TruCap+ IDP technology with BPO delivery is highly comparable to MetaSource's platform-plus-services model in regulated verticals.
Broad incumbents
- OpenText: OpenText is a major enterprise content management and business process automation vendor. MetaSource is an OpenText implementation partner, but OpenText's own services organization and broader ECM portfolio compete for the same regulated-industry document management and workflow engagements.
- Concentrix: Concentrix is a large global BPO with significant document processing, customer onboarding, and workflow services for financial services, healthcare, and insurance. Concentrix competes for the same enterprise document-intensive BPO RFPs MetaSource targets, though at significantly larger scale and broader geographic reach.
- Iron Mountain: Iron Mountain is the dominant incumbent in records storage, digital scanning, and document destruction with a large global footprint. MetaSource competes in the digital mailroom, document scanning, and secure records management segments where Iron Mountain also operates, though MetaSource focuses more narrowly on regulated verticals and workflow automation.
- Ricoh (DocuWare): Ricoh's DocuWare business offers cloud document management and workflow automation, frequently delivered through a partner channel. DocuWare overlaps with MetaSource's document management and workflow automation solutions and competes for similar mid-market and enterprise customers in regulated industries.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Digiscribe social profiles
Digital presenceDigiscribe financial estimates
Financial estimateRevenue estimate
Valuation estimate
Digiscribe leadership team
Management profileNumber of profiles
Profiles1 record
Digiscribe funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Digiscribe M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Digiscribe
What does Digiscribe do?
Digiscribe is a business process outsourcing company that delivers document digitization, workflow automation, and managed document services to regulated organizations. Its portfolio includes digital mailroom, document scanning, document management software, workflow automation, lockbox check processing, and mortgage quality control auditing, all built on AI-powered intelligent document processing paired with human expertise.
Is Digiscribe a public or private company?
Digiscribe is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Digiscribe founded?
Digiscribe was founded in 1993. It employs 1 to 10 people.
Where is Digiscribe based?
Digiscribe is headquartered in Elmsford, United States, in the North America region.
How does Digiscribe make money?
Four revenue lines are on record. Business Process Outsourcing Services are the primary driver. The others are mortgage Quality Control, software Platform Services and lockbox Processing.
Who are Digiscribe's main competitors?
Direct peers on record are Tungsten Automation (formerly Kofax), ABBYY, Hyland Software, Access (Access Information Management), Smart Data Solutions and Datamatics. Broad incumbents are OpenText, Concentrix, Iron Mountain and Ricoh (DocuWare).
Does Digiscribe have an API?
No public API is recorded for Digiscribe.
What industry is Digiscribe in?
Digiscribe's product category is Business Process Outsourcing & Document Management Services. Its primary akta.pro industry code is BPAAAKAB, OCR, ICR & Intelligent Document Processing (IDP), with a secondary code of HDAEAHAC, Intelligent Document Processing (IDP) & OCR Automation. Its NAICS code is 518 and its SIC code is 7374.