Skip to content

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

Accelerate your close with NetSuite-native AP Automation

Why Controllers choose Charted

Customer success story

IpA collaborated with Charted to implement its financial automation platform, resulting in faster invoice processing, greater approver visibility, and stronger vendor relationships.
“The fact that approvers can just look at their phone or computer without having to login to NetSuite is so nice. They have all the data in that email that tells them everything they need to know about that invoice, attachment included, and whether they need to approve or reject it.  It also reduces the number of questions we get.”
Donnette Malakowski
Corporate Controller, IpA

Charted accelerates your month-end close by three to five days on average, through automated invoice processing, approvals, and accruals. Built directly into NetSuite, it eliminates reconciliation errors and provides real-time financial accuracy without the complexity of external systems.

Controllers can automate invoice data capture with Invoice AI, streamline approval workflows, implement automated 3-way matching, transmit global payments, and generate real-time accrual estimates. The Charted platform also automates vendor onboarding and provides comprehensive audit trails for all AP transactions.

Most customers see ROI within six months after adopting Charted AP Automation, through reduced manual processing time, elimination of reconciliation errors, and the ability to scale AP operations without adding headcount. Controllers typically save days on their close cycle while improving financial reporting accuracy.

The implementation of Charted AP Automation is designed around your close schedule to ensure zero operational disruption and the highest efficiency impact within NetSuite. This approach is what sets us apart from external AP Automation tools. We do this to ensure zero operational disruption and the highest efficiency impact within NetSuite.

Customers with basic needs and fast turnaround times can implement Charted in as little as two to three weeks, where companies with more complex needs or in the process of a full NetSuite implementation can take more than six weeks based on the overall NetSuite implementation timeline.

Yes, our NetSuite-certified experts at Charted provide finance-focused implementation and ongoing support that prioritizes internal controls and compliance. We offer process optimization guidance beyond software setup, ensuring your team maximizes the platform’s value for financial operations.

Absolutely. Charted provides configurable approval workflows, customizable matching rules, and flexible reporting—all through NetSuite’s native interface without requiring technical expertise or coding knowledge.