At Charted, we believe finance teams should drive strategic value, not get buried in operational detours. Our October updates mark a major milestone with the official launch of the Charted brand, alongside powerful Invoice Automation enhancements and continued expansion of International Payment capabilities.
Introducing Charted: New name, same expert team
The Charted rebrand recently went live across all customer accounts. SquareWorks Consulting and SquareWorks Automate are now unified under the Charted brand, reflecting our evolution as the pioneer of NetSuite-native AP automation while our commitment to your success remains unchanged.
- Refined experience: Updated branding across the application with unified design patterns for buttons, tables, and status indicators in both light mode and dark mode—no functionality changes, no process changes, just a refined look and feel.
- Phased naming updates: Field names have begun transitioning to Charted terminology with a planned approach designed to minimize impact on reporting and integrations.
- Clear product distinction: Our solution is now Charted AP Automation, with legacy installations clearly labeled as Charted Legacy.
This update represents our continued investment in delivering automation that reduces friction. Your AP team should focus on decisions, not detours.
See our Charted rebrand product updates blog post for more details.
Invoice Automation
Early adopter program updates: Touchless Invoice Processing
As we build toward our upcoming launch of Touchless Invoice Processing, we’re expanding Invoice Automation capabilities available through our early adopter program.
Touchless Processing will automatically create bills for invoices that require zero manual edits, freeing AP teams to focus on exceptions that need attention. Manual touchpoints are eliminated for a significant number of invoices:
- Perfect three-way match: When purchase order quantity, receipt quantity, and invoice quantity align exactly, bills are auto-created with complete audit trails and flow through existing approval workflows.
- Trusted vendor automation: For vendors with consistent invoice patterns—such as utilities or recurring services—enable automatic bill creation at the vendor level, leveraging AI directions to ensure all required fields are populated correctly.
The Invoice AI inbox now provides enhanced visibility with detailed Bill Status indicators (Scanning, Ready, Auto Processing, Save Error) and a new Processed tab to review the last 1,000 bills, including auto-created items.
These enhancements are currently available to Early Adopter Program participants. Contact our team to join the program.
Expanded language support
Invoice AI now supports non-Latin character sets, enabling global teams to process a wider range of invoices directly within NetSuite:
- Multi-language support: Process invoices in Japanese and other non-Latin character languages with the same high level of accuracy.
- Enhanced OCR technology: Improved line-level accuracy and better handling of rotated or complex document layouts.
- Gradual rollout: This capability is being phased across customer accounts—contact your customer success manager for early access if needed.
International Payments
Continued expansion: Global reach without global complexity
Following our ongoing initiative to deliver integration-free International Payments, we’ve made incremental enhancements to support foreign exchange capabilities:
- Multi-currency vendor onboarding: Vendors can now select from all currencies enabled in your NetSuite instance during onboarding.
- Streamlined setup: Removed optional business type field, reducing friction, and simplifying international vendor setup.
- Foundation for FX: These updates lay the groundwork for full foreign exchange rate visibility and accounting integration, coming soon.
International payment capabilities continue to expand, enabling you to pay global vendors across 200+ countries from a unified NetSuite workflow—no external systems, no middleware, no integration overhead.
Accrual Automation
The accruals worksheet now includes department filtering, enabling you to review and create accrual entries by business unit for faster, more focused month-end close. This enhancement is part of our ongoing investment in making financial close processes more efficient within NetSuite.
Looking forward
These updates reflect our commitment to continuous improvement based on customer feedback. By expanding our early adopter program for touchless invoice processing, adding global language support, and enhancing daily workflows, we’re helping finance teams work more efficiently within their familiar NetSuite environment.
Ready to explore how Charted can transform your AP operations? Schedule a consultation with our team of NetSuite-certified experts.
