We’re excited to announce the SquareWorks Automate platform has become Charted AP Automation. Our new brand reflects our evolution into an end-to-end accounts payable automation platform built specifically for NetSuite users who demand seamless, integration-free solutions.
What’s changing?
Company name and website
- SquareWorks is now Charted!
- Our website has moved from squareworks.com to charted.com.
- Our product documentation has moved to docs.charted.com.
- All company communications will reflect the new Charted brand.
Product names
- “SquareWorks Automate” is now “Charted AP Automation”.
- Individual products now carry the Charted name (e.g., “Charted Payment Automation”).
- The standalone “Automate” product name will be retired.
Visual updates in your NetSuite environment
- The navigation menu in NetSuite will display “Charted” instead of “SquareWorks”.
- Updated color scheme and branding throughout the interface.
- New Charted logo and visual elements.
What’s staying the same?
Your workflow remains unchanged
All functionality within NetSuite continues to work exactly as before. No training is needed, and no workflow adjustments are required.
Data and integrations
Your data remains secure and accessible. All existing integrations and configurations stay intact.
Support and service
Your dedicated support team remains the same, with the same level of expertise and responsiveness you’ve come to expect. Support emails will redirect to our new support email address: softwaresupport@charted.com.
Upcoming timeline and what to expect
Friday, October 3, 2025 at 9:00 PM ET Product changes will begin deploying to your NetSuite environment.
Mid-October 2025 Field labels that previously referenced “SquareWorks” or “Automate” will be updated to “Charted” (see below). Our SuiteApp marketplace listings will also be updated to reflect the new name.
Ongoing Additional user experience improvements will roll out in the coming months, based on customer feedback and our product roadmap.
Field label changes: What you need to know
Starting in mid-October, you’ll notice field names in NetSuite changing from references like “Automate Check Number” to “Charted Check Number.” We’re timing this after the start of Q4 to minimize any impact during your month-end close processes.
For most users: No action required. These are cosmetic label changes only.
If you export data from NetSuite: Field headers in your exports may reflect the new names. Any automated reporting or data integrations that rely on specific field names should be reviewed and updated accordingly.
Frequently asked questions
Will there be any downtime? The October 3 product update will involve a brief cutover that evening, during which you can continue working normally.
Do I need to update any bookmarks or saved links? Links to squareworks.com will automatically redirect to charted.com. Similarly, emails sent to squareworks.com addresses (including support) will continue to reach the right teams as they redirect to our new charted.com addresses.
Will my reporting break? Current reporting will continue to work. In mid-October, field labels referencing “SquareWorks” or “Automate” will change to “Charted”; underlying field IDs remain the same. If you have third-party systems that process exported NetSuite data and expect specific column names, those systems may need to be updated.
Who do I contact for support? Use the same support channels you always have, whether emailing softwaresupport@charted.com or logging tickets directly with us. Our team is fully prepared to assist with any questions about the transition.
Looking ahead
While these initial changes focus on visual updates and consistent naming, we’re working on significant user experience enhancements based on your feedback.
Our core mission remains unchanged: providing integration-free, NetSuite-native automation that eliminates friction from your financial processes. The new Charted brand better reflects our role as your strategic partner in financial automation and ERP optimization.
Questions?
Our support team is ready to help with any questions about the transition. Contact us through your usual support channels, and we’ll ensure a smooth experience as we evolve into Charted.
Need immediate assistance? Reach out to our customer success team or access our updated documentation at docs.charted.com.
