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New name, same team: SquareWorks Consulting is now Charted! Learn more

AP Invoice Automation software that understands your business in NetSuite

Finance that flows, without the back-and-forth

Automation that adapts to your business

Customer success story

Affinia Therapeutics achieved an 80% boost in efficiency with Charted by automating everything from bill capture to payment processing.
“Having an organized, control-oriented, and efficient procurement process is integral to the success of any biotech company. Charted allows us to process payments more quickly with less room for manual error, and the collaborative relationship made us feel like they were part of our internal team.”
Kim Collins
VP Finance, Affinia Therapeutics

Charted is built natively within NetSuite as a SuiteApp—no external integrations or middleware required. All processing happens inside your NetSuite environment, maintaining your single source of truth, and eliminating integration upkeep.

Traditional optical character recognition (OCR) often requires manual template setup for each vendor format. Charted Invoice AI automatically adapts to any invoice layout and learns your business logic over time. You get 95%+ accuracy from day one, with continuous improvement as the system learns your patterns.

AP professionals handle daily processing, controllers rely on it for month-end accuracy and compliance, and CFOs benefit from faster close cycles and strategic visibility. IT teams and NetSuite administrators appreciate the zero-maintenance NetSuite-native architecture from Charted.

Charted processes standard invoice formats in PDFs, with support for all Latin-based languages and many other non-Latin based languages, as well as the majority of world currencies. Charted will also process digital invoices or e-invoices, for businesses registered for VAT within Belgium only, using the Peppol network. These e-invoices will be directly ingested into NetSuite using Charted AP Automation, like other standard invoice formats, benefitting from the Charted NetSuite-native architecture. Invoices arrive via email, e-invoice networks, or are uploaded via drag-and-drop upload. No templates needed, means no format restrictions.

Charted is SOC2 Type II compliant and leverages NetSuite’s enterprise-grade security infrastructure, including role-based access controls and audit trails, while eliminating the security risks associated with external integrations.

Exceptions route through configurable approval workflows with detailed variance reporting. Every correction teaches the AI to handle similar scenarios automatically. Charted’s Built-in 3-way matching catches discrepancies before they become problems.

Yes, the Charted AI adapts to any vendor format without manual setup. Self-learning technology recognizes patterns and improves accuracy with each invoice processed. While others require templates, we eliminate them entirely.

Charted achieves 95%+ accuracy for all data extraction, including line-level details and custom fields. This significantly exceeds traditional OCR solutions that typically struggle to reach 70-80% accuracy.

Yes, the Charted AI learns your historical coding patterns and automatically suggests appropriate accounts, departments, and classes. Natural language AI directions let you customize extraction rules for unique business requirements.

Touchless invoice processing uses Charted Invoice AI to automatically capture, code, and validate invoice data within your configuration guidelines. Invoices can be submitted via email or drag-and-drop upload, and the system learns from every transaction—eliminating manual entry and routing approvals automatically according to your workflow. 

No. All auto-created bills still flow through your existing approval workflows. Touchless processing only eliminates the redundant data entry step for invoices that Invoice AI already handles flawlessly—your approval controls remain intact. 

E-invoicing refers to invoice data that is transmitted directly between systems using a secure network. The invoice data is formatted so it is structured in a machine-readable format, and can be validated, processed, and reported to tax authorities immediately. E-invoicing mandates from tax authorities force organizations within that jurisdiction to utilize an official access point to send or receive e-invoices. Access Points typically must transmit necessary data to an enterprise resource planning software (ERP) like NetSuite or an accounting software with e-invoicing capabilities.

Charted e-invoicing capabilities will be integrated within Charted AP Automation, ensuring e-invoices are directly ingested into NetSuite just like other invoice formats. This ensures e-invoices, like other invoices, benefit from the real-time visibility, complete audit trails, all within a consistent workflow to keep the entire process intact. The ability to receive e-invoices will be available for organizations registered for VAT within Belgium in a limited capacity.