A year of change
This past year has marked tremendous change, first and foremost being the complete rebrand from SquareWorks Consulting to Charted. This was one of the most ambitious projects we’ve accomplished in our almost decade of existence, with a huge amount of organized effort behind it. Many employees, contractors, and agencies were involved to make this the huge success it has been.
Product announcements
On top of the rebrand, we had two products launch this year:
In July, we launched International Payments, creating a global payment solution to simplify payments originating in the US, allowing AP teams to pay global vendors just like domestic ones, directly from NetSuite, via their preferred bank and payment method.
In October, we also launched Touchless Invoice Processing, a feature that expands on the capabilities of Invoice AI to further reduce manual touchpoints throughout the AP process. It works by auto-creating invoices based on extremely reliable billing; it can cut over 25% of manual touchpoints from the typical AP process.
These launches advance our integrationless and last-mile approach by extending more of the AP lifecycle directly inside NetSuite, with less manual work, and no external systems.
Recognition and awards
This year was another excellent year for Charted, winning new awards and continuing to place on major lists.
- Charted placed on the Inc 5000 for the first time, ranking #1916
- Charted was on the Deloitte Fast 500 for the second year in a row, increasing rank to #158. Charted previously ranked #218 in 2024.
- Charted was a finalist in the FinTech Awards for 2025, in the Accounts Payable & Receivable category
- Charted won the Top Workplace Award for Massachusetts, placing 12thin the Small Business category.
Key partnerships and collaborations
2025 has been a record year for our partner ecosystem. Given the investments we’ve made in our product and GTM functions, we’ve been able to secure partnerships with a majority of NetSuite’s Tier-1 partners. Both partners and their clients see tremendous value in a native end-to-end AP solution that keeps their clients inside NetSuite.
The refined focus and investment in our partnership team has paid dividends. Notably, these investments and resulting collaborations have delivered stronger outcomes for our shared customers and have furthered the growth of our software sales. We look forward to expanding these partnerships even further in 2026.
Customer success stories
This year we have reported on the success customers have had with Charted AP Automation in saving thousands of dollars in NetSuite licenses, streamlining their workflows, and increasing both efficiency and data accuracy for AP teams.
As more organizations rush to adopt AI in various ways and maintain growth with limited headcounts, at Charted we are happy to note that our customers are reporting huge time and license savings by adopting Charted AP Automation.
In addition to customer success, we can measure this growth in another way: invoice scans.
In 2023, our collective customers scanned 1,797,213 invoices via our original OCR tool. In 2024, we launched Invoice AI and with greater efficiency thanks to our AI-enabled enhancements, increased that number to 2,685,069 invoices scanned.
By the first week of December total invoices scanned is at 3,365,847 and we expect to surpass 3.5 million invoices scanned by the end of the year.
A year of collaboration
As a 100% remote organization, we continued to prioritize in-person collaboration throughout 2025. Our company offsites this year in Nashville and Boston made time for employees to get together, strategize, and spend meaningful time together to solidify the foundations of our organization during this period of growth.
Looking ahead to 2026
As we continue on our new path, Charted is preparing to expand our global footprint. Global AP Automation is becoming essential for man organizations, and we remain committed to supporting customers that have complex multi-currency and multi-entity needs. As part of this work, we will deepen our vertical focus in collaboration with our partner ecosystem, so customers receive solutions that reflect the realities of their specific industries.
We will also add, among other enhancements, e-invoicing, deeper analytics, and faster payment processing. Thank you to the Charted team, our amazing partners, and our incredible customers who make it all happen. We are excited for what lies ahead in 2026.
