Generated by All in One SEO Pro v5.0.1.1, this is an llms-full.txt file, used by LLMs to index the site. # Charted ## Posts ### [What's New with Charted: Better payment controls, invoice assignment and more](https://charted.com/blog/whats-new-with-charted-better-payment-controls-invoice-assignment-and-more/) **Published:** May 15, 2025 **Author:** Alicia Sgromo **Content:** At Charted, we’re constantly working to improve our NetSuite-native accounts payable (AP) automation platform. Our May update focus on payment controls, invoice processing improvements, and user experience enhancements. ### Payment Automation: Greater flexibility and control **Exclude payments from Charted** Not every payment follows your standard process. Once enabled in Advanced Payment Settings, these new options provide greater control over which payments flow through Charted: - **Exclude individual payments**: Enable this setting to add an “Exclude from Charted” checkbox on vendor bill payments, perfect for one-off exceptions that need alternative payment processing. - **Exclude “To Be Printed” payments**: When enabled, any payment marked as “To Be Printed” will automatically bypass Charted processing, eliminating potential duplicate processing. [![](https://charted.com/wp-content/uploads/2025/09/image-4.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/image-4.webp)These options give you better control over payment exceptions and eliminate duplicate payment processing issues. **Payment Automation capabilities** Our established [Payment Automation](https://charted.com/ap-automation-suite/payment-automation-for-netsuite/) solution continues to offer core capabilities that complement this new “Exclude from Charted” option: - **‘Bring your own bank’ ACH** with the option for outsourced check processing. - **Enhanced security** with built-in approval workflows for payment protection. - **Complete visibility** of payment status directly in NetSuite. - **Elimination of manual processes** and disconnected payment systems. Our native approach keeps everything in NetSuite, streamlining your workflow and eliminating reconciliation headaches. Interested in activating these payment capabilities in NetSuite? [Click here to chat with us.](https://charted.com/get-started/) ### Invoice processing: Quick invoice reassignment We’ve expanded the [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning-for-netsuite/) inbox actions menu to streamline your workflow: - **Change Owner**: Quickly reassign invoices to different team members directly from the Inbox. - **Update Subsidiary**: Easily update the subsidiary assigned to an invoice without leaving your current view. [![](https://charted.com/wp-content/uploads/2025/09/image-1-1.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/image-1-1.webp)These enhancements eliminate the need to navigate away from the inbox for common updates, saving valuable time during invoice processing. ### Accrual Automation updates **Transforming Month-End Close with Accrual Automation** Month-end close challenges often revolve around capturing expenses that haven’t been invoiced yet. Delayed vendor invoices, long-term contracts and pending approvals can distort your financial picture if not properly accrued. Charted [Accrual Automation](https://charted.com/ap-automation-suite/expense-accrual-automation-for-netsuite/) intelligently estimates these crucial accruals, handling common scenarios like: - **Regular expenses**: Vendors who bill regularly but whose invoices may be delayed. - **Contract accruals**: Long-term agreements where expenses are incurred over time, using PO details to estimate appropriate accruals even when invoices are delayed. - **Pending approvals**: Transactions in the approval workflow that haven’t been recorded yet. The result? Faster close cycles, more accurate financial statements and better visibility into your true financial position. **Extended account type support** Our latest enhancement expands Accrual Automation beyond just expense accounts to support a wider range of account types in your chart of accounts. This flexibility is especially valuable for: - Organizations with non-standard expense tracking approaches. - Companies that need to accrue for items that post to other account types. - Businesses with specialized accounting requirements that extend beyond typical expense accounts. This update adapts to your specific chart of accounts structure rather than forcing you to change your accounting practices to fit a standard framework. ### User experience improvements We’ve made several small but impactful updates to improve your daily workflow efficiency: - **Alphabetical sorting in dropdown menus**: Find what you need faster with alphabetical ordering in all dropdown menus throughout the application. - **Keyboard shortcut for modal windows**: Close any modal window by pressing the Escape key for smoother navigation. ### Looking forward In the coming months, look for exciting features like touchless invoice processing and enhanced inbox navigation. Ready to explore how Charted can transform your financial operations? [Schedule a consultation](https://charted.com/get-started/) with our team of NetSuite and AP automation experts. **Topics:** AI, AP Automation, Expense Accruals, Product Updates --- ### [Three ways to cut AP costs in NetSuite in 2026](https://charted.com/blog/four-ways-to-cut-ap-costs-in-netsuite-in-2026/) **Published:** December 2, 2025 **Author:** Alicia Sgromo **Content:** If you are heading into 2026 with flat headcount, rising invoice volumes, and pressure to “do more with less” in NetSuite, your accounts payable (AP) workflow is one of the fastest places to find real savings. For many finance teams, the problem isn’t NetSuite itself, it’s the invisible cost of manual touchpoints that surround every single invoice and payment. You’re clicking into each invoice to review and route it, rekeying data that already lives elsewhere in NetSuite, downloading files, logging into external payment portals, then [chasing approvals](https://charted.com/blog/netsuite-native-ap-automation-being-inside-is-what-really-matters-according-to-netsuites-founder/) and payment status over email and chat. Each step seems small in isolation, but across thousands of invoices and payments, it adds up to real costs; extra headcount, higher error rates, slower close, and vendor frustration. Here are three advancements in AP automation to further reduce friction, eliminate repetitive work, and give NetSuite users more control over their workflows. In 2025, [Charted AP Automation](https://charted.com/ap-automation-suite/) focused on one objective: eliminate manual touchpoints at every stage of the AP process, entirely within NetSuite. Our upcoming product recap webinar will walk through what changed this year—and how it sets you up to cut costs further in 2026. Below are practical ways NetSuite finance teams can reduce costs next year. ### 1. Turn invoice capture into Touchless Invoice Processing Invoice entry is still one of the most expensive manual activities in AP. Even with basic OCR, many teams are correcting header and line-level fields, clicking through tab after tab to submit bills, and spending valuable time on invoices that are totally routine. Charted [Invoice Automation](https://charted.com/ap-automation-suite/invoice-processing-automation/) changes that. When using Invoice AI, the Touchless Invoice Processing feature now auto-creates bills for perfect 3-way matches when purchase order quantity, receipt quantity, and invoice quantity align. For trusted vendors such as utilities and recurring services, you can enable automatic bill creation when invoice patterns are consistent. All of these documents and processes stay inside NetSuite with complete audit trails and your existing approval workflows. The result: Zero manual touchpoints for a significant share of your invoices, so your AP team focuses only on exceptions. ### 2. Consolidate global payments directly in NetSuite Many NetSuite users still rely on external payment portals for [international vendors](https://charted.com/blog/whats-new-with-charted-smarter-invoice-processing-platform-improvements-and-more/). That means double entry between systems, manual reconciliation back into NetSuite, and limited visibility into fees and FX. With Charted [Payment Automation](https://charted.com/ap-automation-suite/payment-automation/), you can now pay vendors in 160+ countries directly from NetSuite—no external portals, no middleware, no duplicate records. Payment approvals, execution, and remittance all live inside NetSuite, giving you unified workflows without the context-switching. Consolidated global payments can reduce processing costs by up to 60% compared to fragmented bank and portal workflows. ### 3. Automate accruals to close faster, without extra headcount Month-end close is another area where [manual touchpoints](https://charted.com/blog/beyond-compliance-accrual-automation-as-the-catalyst-for-redefining-the-role-of-accounts-payable/) quickly multiply. Whether exporting data to spreadsheets, manually calculating accruals by department or account, and re-keying journals back into NetSuite, the back-and-forth is compounded and can lead to costly errors. Charted [Accrual Automation](https://charted.com/ap-automation-suite/expense-accrual-automation/) helps you use department-level filters to review and approve accruals faster, support more account types and scenarios without custom scripts, and generate automated [journal entries](https://charted.com/blog/optimize-netsuite-licensing-costs-with-the-newest-feature-available/) with complete audit trails. These improvements support a clear objective: one system, faster close. If your 2026 plan includes reducing AP costs in NetSuite—without adding another system to manage—our upcoming session is designed for you. Register today to see how Charted AP Automation helps you cut costs, reclaim time, and turn AP into a strategic asset in 2026. [![](https://charted.com/wp-content/uploads/2025/12/Product-Annual-Recap-CTA-banner@2x-32x11.webp "Product Annual Recap CTA banner@2x - Charted")](https://lp.charted.com/webinar-product-annual-recap) **Tags:** Accounts Payable, AP Automation, Invoice Management **Topics:** Accrual Automation, ACH Payments, International Payments, Invoice Automation, Invoice Processing, Payment Automation --- ### [What's new with Charted: A product recap for 2025](https://charted.com/blog/whats-new-with-charted-a-product-recap-for-2025/) **Published:** December 18, 2025 **Author:** Anna Wright **Content:** In 2025 the team at Charted was guided by one objective: eliminating manual touchpoints across the [entire AP workflow](https://charted.com/ap-automation-suite/ "Accounts Payable Overview"). This product recap highlights everything we delivered: touchless invoice processing for routine transactions, international payments to 160+ countries, and smarter accrual automation, all native within NetSuite. ## Invoice Automation: From manual review to touchless processing We began the year by eliminating friction from everyday invoice processing. New features included in-line inbox actions and Save & Next functionality that lets you process your entire queue without returning to the inbox between bills. ##### Touchless Invoice Processing: The natural evolution of proven AI accurac [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/ "Invoice AI"), enhanced by AI Directions, has proven so accurate that Charted customers find many invoices require zero manual edits. Finance teams increasingly found themselves opening invoices, confirming everything was correct, and simply clicking save. Touchless [invoice processing](https://charted.com/ap-automation-suite/invoice-processing-automation/ "Invoice Automation") eliminates that redundant final step by automatically creating bills for invoices that Invoice AI already processes perfectly. This capability represents the natural evolution of our AI’s proven reliability: - **Perfect [three-way match](https://charted.com/ap-automation-suite/real-time-3-way-match/ "Real-Time 3-Way Match")**: When invoice quantities exactly match purchase order amounts, bills are automatically created and submitted for approval. - **Trusted vendor automation**: Enable automatic bill creation for vendors where Invoice AI consistently gets everything right (utilities, subscriptions, and recurring services that never require manual intervention). We also expanded Invoice AI to support non-Latin character sets, enabling teams worldwide to process invoices in Japanese and other languages with the same 95%+ accuracy. ## Payment Automation: From fragmented systems to unified global payments The Charted payments team transformed [payment processing](https://charted.com/ap-automation-suite/payment-automation/ "Payment Automation") from system-switching frustration into a unified NetSuite-native experience. Payment volume more than doubled from January to December as customers consolidated their entire payment workflow within Charted. The Ready for Release workflow received significant enhancements: additional columns, filtering options, export capabilities, and simplified exception handling. We know checks remain a reality (26% of B2B payments in 2025 still use checks, according to the Association for Financial Professionals 2025 Digital Payments Survey), so Charted supports both on-premise and outsourced check printing while providing a seamless path to ACH adoption through unified workflows. The launch of [International Payments](https://charted.com/ap-automation-suite/international-payments/ "International Payments") represents one of 2025’s most significant milestones, eliminating the complexity of wire templates, bank portal logins, and multi-currency accounting. ##### Pay 160+ countries from one NetSuite workflow We started with US-originating payments made in USD, then evolved to support foreign exchange: - **USD and FX-enabled payments**: Pay vendors in their native currency with automated currency conversion and competitive exchange rates. - **Portal-free vendor onboarding**: Use the same secure, streamlined process you use for [ACH](https://charted.com/ap-automation-suite/ach-payments/ "ACH Payments") and [checks](https://charted.com/ap-automation-suite/advanced-check-printing/ "Check Printing"). Vendors complete banking details via secure email link. - **Unified batch processing**: Release domestic ACH, checks, and international payments together from one Ready for Release queue. - **Automated FX accounting**: NetSuite handles currency exchange gains and losses natively with no manual journal entries required. The true power is workflow integration: no more logging into banking portals, managing wire templates, or reconciling payments across disconnected systems. ## Accrual Automation: Refinement through real-world usage Throughout 2025, we focused on delivering targeted enhancements to [Accrual Automation](https://charted.com/ap-automation-suite/expense-accrual-automation/ "Accrual Automation") based on how finance teams actually use the product during month-end close. As customers integrated automated accruals into their workflows, we identified opportunities to make the experience more flexible and powerful. We expanded account type support beyond standard expense accounts, enabling organizations with specialized accounting structures to accrue items that post to non-standard account types (critical for companies with unique general ledger configurations or industry-specific requirements). We also added department-level filtering to the accruals worksheet, allowing finance teams to review and create accrual entries by business unit for more focused, efficient month-end processing. For organizations managing high-volume accruals, we introduced individual line offsetting options with enhanced audit trails, giving controllers the flexibility to structure journal entries according to their specific reporting requirements while maintaining clear documentation for each offset. The result: organizations report reducing month-end accrual processing time by more than 50%. ## Looking ahead As we move into 2026, we’re continuing to focus on the same core objective that defined this year: eliminating manual touchpoints across the entire AP workflow. That means deepening automation capabilities in invoice processing, expanding payment flexibility and [global reach](https://charted.com/blog/netsuite-multi-currency-a-complete-guide-for-global-businesses/), and refining the daily workflows that finance teams rely on. We’re also investing in areas our customers tell us matter most with smart automation that learns from your patterns. Every enhancement will maintain our commitment to native NetSuite architecture, ensuring you never have to leave your familiar environment or manage external integrations. Ready to explore how Charted can transform your AP operations? [Schedule a consultation](https://charted.com/get-started/ "Get Started") with our team of NetSuite-certified AP automation experts. **Tags:** Accounts Payable, AP Automation, Invoice Management, Product Updates **Topics:** Accrual Automation, ACH Payments, International Payments, Invoice Processing, Payment Automation, Product Updates --- ### [What’s new with Charted: Touchless Invoice Processing, Payment Automation expansion, and smarter accruals](https://charted.com/blog/whats-new-with-charted-touchless-invoice-processing-payment-automation-expansion-and-smarter-accruals/) **Published:** November 20, 2025 **Author:** Alicia Sgromo **Content:** At Charted, we believe AP teams should drive strategic value, not get buried in operational detours. Our November updates spotlight Touchless Invoice Processing—now available to all customers—alongside expanded Payment Automation capabilities for foreign exchange support. We’ve also enhanced Accrual Automation filtering to help you close faster with less manual effort. ### Touchless Invoice Processing: Automation without compromise **Eliminate manual steps for invoices that Invoice AI already processes perfectly** Touchless Invoice Processing is now available to all customers, representing the natural evolution of [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/)’s proven accuracy. When Invoice AI consistently processes vendor invoices with zero manual edits, why manually click “save”? Touchless processing automatically creates bills for high-confidence invoices, freeing your AP team to focus only on invoices that require review. **How it works** - **Flexible automation options**: Enable touchless processing for specific high-confidence vendors (utilities, software subscriptions, recurring services) or automatically process all invoices with perfect three-way PO matches—where approved purchase order quantity, receipt quantity, and invoice quantity align exactly. - [**Approval workflows**](https://charted.com/ap-automation-suite/approval-automation/) **preserved**: All auto-created bills flow through your existing approval matrix—we’re eliminating redundant data entry, not oversight. - **Exception handling**: Variances or low-confidence scenarios are automatically routed to your inbox for manual review. Most customers can automate 25% or more of their invoices through touchless processing—the ones where Invoice AI consistently gets everything right. This eliminates repetitive manual work, reduces processing bottlenecks, and enables handling increased invoice volumes without proportionally increasing AP headcount. [Getting started**](https://docs.charted.com/ap-automation/charted-features/invoice-ai) Review which vendors consistently require zero edits when you process them in Invoice AI, or enable automatic processing for perfect PO (or 3-Way) matches. If you’re regularly opening invoices, seeing everything is correct, and simply hitting save—those are perfect automation candidates. ### Payment Automation: Foreign exchange support **Expanded global capabilities and faster domestic payments** ##### International Payments: Foreign exchange support [International Payments](https://charted.com/ap-automation-suite/international-payments/) now supports **foreign exchange (FX) payments** directly within your standard Payment Automation flow, empowering you to pay vendors across 160+ countries in their local currency—no external banking platforms, no switching systems. - **FX payment support**: Pay vendors in their preferred currency (including GBP for UK vendors) while operating inside the same unified workflow you use for domestic payments. - **Complete exchange rate visibility**: New Exchange Rate column in Ready for Release provides transparent currency conversion details before payment execution. - **Enhanced tracking**: Currency and exchange rate information now appear in Payments History and FX remittance emails for complete audit trails. Stop bouncing between systems. Process all vendor payments from one interface, with complete cost visibility and audit-ready controls built into every transaction. ### Accrual Automation: Filter by Accrual Type for faster close **Divide work by source and prioritize high-confidence accruals** The [Accrual Automation](https://charted.com/ap-automation-suite/expense-accrual-automation/) worksheet now includes **Accrual Type filtering**, enabling AP teams to review and record accruals by source—making it easier to divide work, prioritize high-confidence accruals, and streamline period-end close. - **Source-based segmentation**: Filter by recurring expenses, contract-based accruals, or transactions pending approval to organize review sequences. - **Divide work strategically**: Assign specific Accrual Types to different team members for parallel processing. - **Prioritize high-confidence entries**: Focus first on transactions pending approval to accelerate close without sacrificing accuracy. This enhancement builds on the Charted Accrual Automation promise to accelerate month-end close by up to 75%, helping finance teams cut accrual processing time from hours to minutes. ### Platform enhancements Additional November improvements include: - **Vendor onboarding notifications**: Admins can now opt in to receive email notifications when vendors submit onboarding forms, with configurable delivery to form senders, onboarding managers, or specific roles—ensuring immediate visibility into vendor setup progress without manual status checks. - **High-value ACH support**: Process ACH payments exceeding $500,000, subject to risk and compliance review, enabling high-value transactions without expensive wire transfer fees. - **Enhanced document security**: Documents submitted via [Advanced Vendor Onboarding](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/) can now save to restricted folders within the NetSuite File Cabinet. - **Improved Invoice AI document access**: Download Invoice action now consistently visible across all screen sizes in split-screen view. ### Looking Forward These updates reflect our commitment to continuous improvement based on customer feedback. By making Touchless Invoice Processing available to all customers, expanding payment automation capabilities, and enhancing accrual workflows, we’re helping finance teams focus on decisions, instead of workarounds. Ready to enable touchless processing or configure FX payments? [Schedule a consultation](https://charted.com/get-started/) with our team of NetSuite-certified experts. **Tags:** Accounts Payable, AP Automation, Invoice Management, Product Updates **Topics:** Accrual Automation, ACH Payments, Advanced Vendor Onboarding, International Payments, Invoice Processing, Payment Automation --- ### [1099 vendor onboarding in NetSuite: How to get ahead of tax season](https://charted.com/blog/1099-vendor-onboarding-in-netsuite-how-to-get-ahead-of-tax-season/) **Published:** September 3, 2026 **Author:** Alicia Sgromo **Content:** Tax season has a way of sneaking up on accounts payable teams. One day it’s October, and the next it’s the last week of December, and someone is scrambling to figure out which vendors need a 1099. The good news: NetSuite already has most of what AP teams need to prepare for tax season built in or supported through add-on bundles which are free and widely available. A few proactive habits can turn year-end from a fire drill into a formality. Here’s what AP and finance teams should know about preparing for tax season in NetSuite, including why 1099 vendor onboarding is the single highest-leverage habit to build, plus where automation can remove the manual work entirely. ## 1099 reporting doesn’t have to wait until year end One of the most common tax season stressors for AP teams is 1099 reporting, and the biggest misconception is that it needs to happen at a specific time. It doesn’t. 1099 configuration in NetSuite can be set up on the first day of the year or the last, because the underlying transaction data has already been captured all along. Setup comes down to two components: **Flagging 1099 vendors.** Each vendor record includes a checkbox to mark whether that vendor is 1099 eligible, along with an optional 1099 type. This can be done vendor by vendor or through a bulk CSV import, which is the faster route for teams catching up on vendors added throughout the year. **Flagging 1099 accounts.** On the GL side, teams tag the expense and other applicable accounts with the relevant 1099 account categories. Once both pieces are in place, a saved search pulls in the full transaction history for those vendors and accounts, no matter when in the year the configuration happened. From there, most teams export the data to a third-party bundle provider (Yearli is a common choice, alongside options like Track1099 and Sovos, which are all free bundles and widely available). These providers take the NetSuite export, generate the 1099 forms, and in many cases handle filing with the relevant agency for a per-form fee. It’s a fast, low-effort way to close out reporting compared to filling out forms manually or building a workaround in a spreadsheet. The practical takeaway for AP teams: don’t wait until November to think about 1099s. The data is already there. The only real risk is discovering in December that a vendor’s eligibility was never confirmed, which leads to the next point. ## Why 1099 vendor onboarding beats year-end scrambling Chasing vendors for 1099 status in the middle of the holidays, right when tax season is bearing down, is one of the least productive uses of an AP team’s time. The better approach is capturing that information the moment a vendor enters the system, not months later, which is exactly what 1099 vendor onboarding in NetSuite is designed to solve. This is where vendor onboarding design matters more than most teams realize. Building a question like “are you a 1099 eligible vendor?” directly into the vendor onboarding form means that information is confirmed on day one, along with banking details and other required data. There’s no need to circle back and ask vendors to self-report months after the fact, and no risk of tax season being the first time anyone checks. The same logic extends to keeping vendor information current. A self-service onboarding form that vendors can update themselves removes another recurring AP task: manually following up every time banking or contact information changes. ## Sales and use tax: A bigger, separate conversation Sales and use tax in NetSuite deserves its own space, since teams handle it in a variety of ways depending on their setup. Whether a team relies on SuiteTax, Avalara, or line-level tax codes and tax accounts, the common thread is that accuracy throughout the year is what makes year-end reporting painless. Getting tax codes right at the point of bill entry, rather than correcting them after the fact, is the piece that quietly saves the most time when standard NetSuite tax reports get run at year end. Automation that populates tax codes and tax accounts intelligently, based on vendor history rather than a static default, reduces the manual correction work that would otherwise pile up. ## Where automation removes the manual work Two pieces of the tax prep process are especially well suited to automation: **Tax code and account population.** As bills come in throughout the year, invoice processing automation can populate tax codes automatically, and increasingly can do so dynamically, referencing what tax account was used for that vendor previously rather than relying on a single default account. That means less line-by-line correction and cleaner data flowing into year-end tax reports. **1099 vendor onboarding.** Building 1099 eligibility questions into the onboarding form, rather than treating it as a separate outreach task, shifts the process from reactive to proactive. Vendors self-report their status when they join, AP teams get a CSV-ready list whenever they need it, and nobody is sending a flurry of “quick question” emails in December. Together, these represent the core theme AP and finance teams should take into tax season: the data required for a smooth close is best captured continuously, not assembled under deadline pressure. ## Charted Vendor Onboarding keeps you ready for tax season all-year long Charted [Vendor Onboarding](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/) solves these problems by moving the process of vendor onboarding out of emails and spreadsheets, and into a structured, automated intake process, designed to deliver data directly into your NetSuite instance. Instead of manually emailing a vendor with information and dealing with back-and-forth messages, AP sends a one-click invite with just a name and email address, and the vendor completes a secure, portal-free form directly, no login or password required. The Charted form can be customized with your logo, capturing the exact information you need for tax purposes—including 1099 eligibility status, W-9s, tax IDs, banking details, contact information and anything else your organization requires—with data validation designed to catch errors before they reach NetSuite. This results in an extremely efficient vendor onboarding process: by the time a vendor’s first bill is entered, their 1099 status is already confirmed, validated, and they can be paid immediately. There’s nothing the AP team should need to track down retroactively once tax season comes around. ## Get the full walkthrough Setting up 1099 reporting, tagging accounts correctly, and building 1099 vendor onboarding into your intake process are all manageable steps, but seeing them in action makes the difference between reading about a process and being ready to run it yourself. Join our upcoming webinar, **[the AP team’s guide to a stress-free tax season](https://lp.charted.com/webinar-ap-teams-guide-to-a-stress-free-tax-season-registration-page)**, for a live walkthrough of 1099 setup in NetSuite and how Charted [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) and [Advanced Vendor Onboarding](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/) tools help AP teams get ahead of tax season instead of reacting to it. [![Banner image to register for the Charted 1099 webinar on September 16, 2026. Links to registration page.](https://charted.com/wp-content/uploads/2026/09/Charted-Social-Webinar-AVO-1099-26-08-840x280-Register-32x11.webp "Charted-Social-Webinar-AVO-1099-26-08-840x280 Register - Charted")](https://lp.charted.com/webinar-ap-teams-guide-to-a-stress-free-tax-season-registration-page) **Tags:** Tax Season, Vendor Management, Webinars **Topics:** Advanced Vendor Onboarding --- ### [Charted Launches ERP-Native E-invoicing Across EMEA](https://charted.com/blog/charted-launches-erp-native-e-invoicing-across-emea/) **Published:** September 1, 2026 **Author:** Alicia Sgromo **Content:** *Expansion will bring Charted E-invoicing across Europe, supporting accounts payable operations with a fully compliant invoicing process that remains embedded inside their ERP* September 1, 2026 – **Boston, MA** – Charted, a leading accounts payable automation software and ERP services provider, today announced the expansion of Charted E-invoicing to support multiple countries spanning Europe, including Germany, France, Norway, Sweden, the Netherlands, Denmark and Finland. Further expansion to Italy, Romania and Poland, will take place by the end of the quarter. These countries follow the official launch of Charted E-invoicing in Belgium, in [May 2026](https://charted.com/blog/whats-new-with-charted-e-invoicing-for-belgium-and-up-to-85-faster-ocr/). This expansion is designed to cement Charted support for users across EMEA, ensuring companies based in the region transacting on the PEPPOL network can remain compliant while keeping their accounts payable processes embedded inside their ERP. Charted E-invoicing works as a capability within Charted [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/), to receive electronic invoices directly into the AP inbox, keeping the user experience identical no matter what type of invoice is being reviewed. This also consolidates invoice sources, both PDF and electronic, into one unified inbox. The e-invoicing solution can be fully onboarded for customers in one business day. “Our commitment to growth in the European region is underpinned by our work towards staying ahead of growing e-invoicing mandates,” said Seth Duda, VP of Technology at Charted. “These requirements are a central concern for accounts payable functions, and Charted is ensuring that financial teams can rely on us for all their AP needs, designed to work the way they do, directly inside their ERP. The complexities of multi-entity and multi-currency financial operations need software solutions that are designed with a global framework in mind.” Charted only [recently expanded to Europe](https://www.businesswire.com/news/home/20260106606056/en/Charted-Launches-UK-Presence-to-Deliver-ERP-Native-AP-Automation-Across-EMEA) in January 2026, with headquarters established in London. “We’ve seen an exciting level of growth within the European market in a short period of time,” said Dominic Reid, Senior Director, Sales & Alliances, EMEA at Charted. “We’re meeting the needs of our global customers with an e-invoicing solution designed to work across various country regulations in Europe, as well as with our entire suite of AP automation solutions.” E-invoicing, part of Charted [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/), offers the following capabilities: - Receiving electronic invoices via either the four-corner PEPPOL network or country-specific networks. - A single unified workflow for invoice ingestion, maintained through one inbox, ensuring all automation and AI-enabled capabilities remain the same no matter the invoice source. - An embedded solution, ensuring all AP data remains inside the ERP, ensuring audit compliance and a faster financial close. #### Frequently Asked Questions **Is Charted registered as a Plateforme Agréée to manage e-invoices in France?** Beginning September 1, 2026, all businesses operating in France must be able to receive e-invoices, and businesses of a certain size must send e-invoices and submit data through the list of [Plateformes Agréées](https://www.impots.gouv.fr/facturation-electronique-et-plateformes-agreees). Businesses must use officially accredited platforms in order to send this information and comply by law. While Charted does not show up on the official list of approved platforms registered with the Plateforme Agréée, our e-invoicing solution is built on a platform that is accredited via the Plateforme Agréée. Please [contact Charted](https://www.charted.com/get-started/) for further information regarding concerns about compliance. **Why is e-invoicing being launched in countries that do not have official e-invoice mandates where the process is required?** Every European nation has their own e-invoicing requirements, including some countries which do not require them. In order to support the financial operations of global organizations with complex multi-subsidiary and multi-currency requirements, Charted is ensuring e-invoicing support is being offered throughout the region, to better support the needs of our customers to streamline their financial operations. **How long has Charted operated in Europe?** While Charted has had European-based customers for many years, Charted officially [expanded to Europe](https://www.businesswire.com/news/home/20260106606056/en/Charted-Launches-UK-Presence-to-Deliver-ERP-Native-AP-Automation-Across-EMEA) in January 2026 and has an office in the UK with staff dedicated to serving the region. As part of engaging the European market, Charted has been committed to staying compliant with EU regulations, a cornerstone of which is growing e-invoicing mandates across various countries. **About Charted** Charted clears the path for finance teams with AP Automation solutions built directly into your ERP—no integrations, no extra systems. Gain real-time clarity on every invoice, approval, and payment so you can focus on what really matters. Eliminate manual data entry with AI-powered capabilities and expense accrual automation to accelerate your month-end close. Combine the power of your full ERP dataset with Charted built-in controls to manage the most complex approvals and workflows, producing results at scale. Backed by decades of ERP best practices and expertise, we enable multi-entity, multi-currency workflows to support your AP automation needs anywhere in the world. Charted was born from years of hands-on implementation and consulting experience. With consulting roots and product strength, Charted is your one-stop-shop for everything ERP. To find out more, please visit [www.charted.com](http://www.charted.com/). **Media Contact** Alicia Sgromo Senior Communications Manager View this press release on [BusinessWire](https://www.businesswire.com/news/home/20260901064189/en/Charted-Launches-ERP-Native-E-invoicing-Across-EMEA). **Tags:** Press Releases, Product Updates **Topics:** E-invoicing, Press Releases, Product Updates --- ### [From zero to scale: How finance leaders build, unlearn, and grow without breaking](https://charted.com/blog/from-zero-to-scale-how-finance-leaders-build-unlearn-and-grow-without-breaking/) **Published:** August 20, 2026 **Author:** Alicia Sgromo **Content:** Most finance advice is written for one of two people. The founder-stage CFO holding everything together with spreadsheets and instinct, or the enterprise leader running a machine that’s already built. Very few people have done both, and some of the most interesting lessons live in the space between them. That’s the space I wanted to explore for the second episode of our series, Unscripted Conversations with CFOs. I sat down with [Anjeza Gjino](https://www.linkedin.com/in/anjezagjino/) and [Eduardo Arreaga](https://www.linkedin.com/in/eduardo-arreaga/), two finance leaders who both started in big, structured companies and then went small and built finance functions from close to nothing. Anjeza spun a group of assets out of Ironwood into a brand new public company called Cyclerion and took it from zero to publicly traded in nine months. Eduardo started as a mechanical engineer in Mexico, spent years in FP&A at MSCI, and then became the first finance hire at an early-stage fintech. While taking very different roads, they kept landing on the same lesson from opposite directions: building a finance function is a people problem long before it’s a systems problem. Here’s what I walked away with. ## What the big company teaches you, and what you have to unlearn To start, we talked about what taught them more, the big company or the small one? Both said the big company, but not for the reason you’d expect. Anjeza’s take was a large organization teaches you just as much about what not to do as what to do. At a big company you have to force yourself to stay uncomfortable and keep improving. At a small company you don’t have that problem, because you’re already uncomfortable every single day. Eduardo added the piece I think is most useful. The discipline you learn in corporate does translate, the rigor of assessing a decision by its return and its economics. But a lot of what you learn in a big company, you have to unlearn when you go small. The multi-layer approvals, the slow march up the chain and back down, all of that has to go. In a small company you lean on the 80/20 rule and you move. Keeping the discipline while dropping the bureaucracy is the whole trick, and it’s harder than it sounds. ## Finance is a partner, not the police Somewhere in the conversation I used the phrase “bad cop” and Anjeza stopped me on it. The idea of finance as the police is a sore point for her, and she’s spent her career pushing against it. Finance should be there to help the company hit its goals, not to guard the budget like a bouncer. I could not agree more, and it lined up with something Chris Sands said in our first episode. When people call it “your budget,” he corrects them. It’s the business’s budget. Finance helps build it and reports against it, but the whole company owns it. The way Anjeza makes that real is by bringing the whole leadership team into the decisions instead of having finance sit as the sole adjudicator of who gets what. She gave a great example: at one of the companies she works with now, she saw the need for a project manager, championed the hire, and that one role ended up helping every function, which let them deprioritize other hires. That’s finance proposing an added cost that helps everyone, rather than “saying no to added spend”. As a CEO, this is exactly what I want from a finance leader, and it’s a big part of why I trust the one we have at Charted. Eduardo framed the same idea around trust. His hiring bar for a finance person isn’t whether they can build a model or close the books, because he treats that as the basic entry ticket. What he looks for is whether someone will earn enough trust that a business leader picks up the phone at 7 pm and asks for a recommendation before making a decision. That phone call is the whole job. ## Don’t buy the system before you understand the process Anjeza’s most practical advice is the mistake she sees constantly being made. Companies over-engineer on the systems front before they’ve actually figured out what their processes are. A tool gets bought or an implementation starts, and she has to step in and say, let’s pause, let’s figure out how we actually want to budget, determine what problem we’re solving, and only then talk about systems. More often than not, whatever was already being built doesn’t match, and sometimes the honest answer is that Excel was good enough all along. She named the deeper version of the mistake too, which is investing in systems before investing in teams. A team that has never been through the next phase leans on consultants to tell them best practice, but best practice at a huge company is not best practice at an early-stage biotech. Eduardo lived the same thing. He built a genuinely great operating expense model in Excel, tried to move it into an FP&A tool, realized they’d skipped the question of whether they were solving the right problem, paid for one year of the tool, and went back to Excel. He was proud of that model, because it kept the business running. This is the part I spend my days on at Charted, so it truly resonated with me. We build software that automates AP, and this scenario shows up all the time. A company decides to automate because it’ll save time, implementation starts, we ask who approves what and at what threshold, and the team realizes they’ve never actually talked about it. The tool just brought the lack of process to the surface. We also see this on the NetSuite side—when a company wants to implement NetSuite and there’s no controller in place, that’s our cue to ask more questions and make sure they’re ready, because the system will only ever be as good as the operator behind it. ## How lean is too lean There’s lean that’s healthy and lean that’s one bad quarter from breaking, and I asked how you tell the difference. Eduardo’s clearest signal comes from the people around you. If you’ve built real trust with the leadership team, they’ll tell you when finance is starting to fall short, and your job is to listen. His example was forecasting. In a small company the forecast has to move fast, and the moment the numbers you’re handing people lag behind where the business actually is, that’s the signal something is about to break. Anjeza’s version was about focus. She sees lean teams spinning their wheels on low-value work while the big value-creating things go untouched, usually because that work is more comfortable or nobody was clear on the priorities. Her rule is to strip it back to what the organization needs, reallocate off the low-value work, and only after you’ve genuinely done that and still can’t deliver do you add capacity, (and that doesn’t always mean a full-time hire). Sometimes the answer to “what if this person gets hit by a bus” is cross-training or a consultant, not another headcount. What struck me afterward is that neither of their answers involved a formula or a benchmark. One was about trust, the other about focus, which again, comes down to people. ## There is no such thing as AI work product Both of them are champions for AI, but neither trusts it blindly. Eduardo put himself at 80/20. Love the speed, love the granularity, but there always has to be a QA step, especially before anything goes to the board. Easy data access can quietly produce a fifteen-page report full of fluff, so someone still has to sit with it and make sure it says what it needs to say. Anjeza compared AI to a very junior analyst. Fast, capable, occasionally confidently wrong, and something you sit with and poke holes in before you present it as fact. The difference, she said, is that what a junior analyst does in five days, AI does in five minutes. Her rule gave this section its title: there is no such thing as AI work product. If your name is on it, you own it, exactly as if you’d produced it yourself. There’s a bigger shift coming underneath all this. We’re heading toward a world where anyone in the company can point AI at the financial data and build their own dashboard. That’s genuinely useful, and it’s also a governance question finance leaders should get ahead of now. When everyone can produce numbers, the person who can validate them becomes more valuable, not less. Even here, the tools change and the order doesn’t; the judgment stays with the people. ## Hire people who can stretch, and get a strong second in command By the time we got to people directly, the conversation had already been pointing there for an hour. Anjeza made the case that in a small company you hire jacks of all trades over narrow experts, people with the curiosity and initiative to do more than their job description, and then you build expertise around them as you need it. The number one quality she looks for is whether someone can learn, stretch, and grow. She added one thing I think a lot of first-time CFOs miss. To be a strategic partner to the CEO, you cannot also be the person buried in the day-to-day journal entries, so a strong second in command is essential. In her first public-company CFO role, an experienced controller was critical, and she was quick to say she probably learned more from him than he did from her. The lesson underneath it is to hire people who complement you rather than people who think exactly like you. ## The final takeaway I closed by asking each of them for one piece of advice. Anjeza gave two. Focus relentlessly on what the organization actually needs rather than what your team happens to be good at, and never underestimate storytelling, because every stakeholder, from investors to employees to, in her world, patients, cares about something different, and you have to speak to each of them. Eduardo’s advice was “make finance fun again”. Get the rest of the organization to see finance as a partner in the journey rather than the police, get them engaged with what the numbers actually mean, and the whole dynamic with your leaders, your employees, and your investors changes. The responsibilities don’t go away. But when finance becomes part of the company’s DNA instead of a checkpoint people have to clear, you get far better results. Anjeza liked it so much she said she might finally change her title to Chief Fun Officer. If there was one thread running through the whole conversation, it’s that building a finance function is never just one job. You’re building what the company needs today, unlearning the habits that served you somewhere bigger, and growing the whole thing fast enough to keep up without stretching it to the point where it breaks. The leaders who do this well hold all three at once, and they check themselves constantly on which one the moment actually calls for. This was the second of several conversations I’ve been having with finance leaders about the things they really wrestle with, and we have more coming soon. If you’re a CFO or senior finance leader who’d want to be part of one, I’d love to hear from you. To watch our full conversation, view it on YouTube [here](https://youtu.be/dK-lUXmB7Ac). To read the full article, check out the LinkedIn article [here](https://www.linkedin.com/pulse/from-zero-scale-how-finance-leaders-build-unlearn-grow-enciso-olqoe). **Tags:** Podcast **Topics:** Podcast --- ### [What's new with Charted: Major updates to Invoice AI and Vendor Onboarding](https://charted.com/blog/whats-new-with-charted-major-updates-to-invoice-ai-and-vendor-onboarding/) **Published:** August 17, 2026 **Author:** Alicia Sgromo **Content:** Last month, we said the new Charted look laid the groundwork for major improvements to [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) and [Vendor Onboarding](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/). Today, those improvements are here, built directly from customer feedback and available in the new Charted interface. ## A more flexible, collaborative inbox The Invoice AI inbox now works the way your team does: - **Customizable columns.** Administrators can show, hide, and reorder columns for the whole team. Easily add custom columns from the invoice, linked vendor, or linked Purchase Order, all from Charted Settings. - **Segmented views.** Restrict which invoices each user sees based on their subsidiary access, the invoices assigned to them, or both. Multi-subsidiary organizations get clean, role-appropriate views without manual filtering. - **Comments and @mentions.** Leave threaded comments directly on any invoice and @mention teammates, who are notified in-app and by email. Invoice conversations now live on the invoice, not in email threads, individual chats, and spreadsheets. - **Invoice labels.** Apply custom color-coded labels like “Waiting on vendor” or “High priority” in any combination. Labels layer on top of inbox statuses for flexible, low-friction tracking. Learn how to set up your first label [here](https://docs.charted.com/ap-automation/charted-configuration/invoice-ai/configuring-inbox-labels). - **Preview the bill and make corrections.** Preview the invoice document and even make corrections to the linked vendor or PO, all [without ever leaving the inbox](https://docs.charted.com/ap-automation/charted-features/invoice-ai#document-sidebar). ## Vendor onboarding that scales Onboard vendors with confidence and speed through our new onboarding experience. - **New onboarding queue.** One place in the SuiteApp to track and act on your vendor onboarding process. Quickly see at a glance the current state of new vendors being onboarded, making sure nothing is missed. Want to learn more? Refer to our [documentation](https://docs.charted.com/ap-automation/charted-features/advanced-vendor-onboarding/vendor-onboarding-queue). - **Bulk vendor onboarding.** Onboarding multiple vendors together? We now have you covered. Through our new onboarding queue, you can easily start and send onboarding forms in bulk, letting you move faster than ever before. - **Ongoing payment method sync.** Payment Automation customers leveraging Advanced Vendor Onboarding now have the option to collect domestic ACH and Check payment method updates. Instead of having a separate flow for bank updates, you can lean on your existing Advanced Vendor Onboarding flows to manage the entire lifecycle. ## Getting access Everything above is available in [the new Charted interface](https://charted.com/blog/whats-new-with-charted-the-new-charted-look-becomes-the-default/). If you haven’t switched yet, click the blue **Try the new Charted look** button in the upper right corner of the app. The new vendor onboarding capabilities are included for all customers on the Charted SuiteApp. Administrators can grant team members access to the onboarding queue with the **View Vendor Onboarding Dashboard** permission in Charted Settings. Have questions, or not yet benefiting from our modern SuiteApp? [Schedule a consultation](https://www.charted.com/get-started/) with our team of NetSuite and AP automation experts—we’re happy to walk through what to expect. ## NetSuite Next is coming soon On July 15, 2026, [NetSuite announced the beginning of the rollout of NetSuite 2026.2](https://www.netsuite.com/portal/resource/articles/erp/netsuite-next-begins-rolling-out-with-netsuite-2026-2.shtml), which will include NetSuite Next. NetSuite Next is the next generation of NetSuite, with AI built into its core. Customers in the United States and Canada will be first to access NetSuite Next, with other countries to come at a later date. Once your NetSuite account is updated to 2026.2, your NetSuite administrator will see a banner enabling them to request a preview account or activate NetSuite Next. Charted is happy to announce we are the first native AP automation solution to be NetSuite Next Certified. Our application is fully compatible with NetSuite Next. ![A screenshot showing what the Charted homepage looks like within the new NetSuite Next layout.](https://charted.com/wp-content/uploads/2026/08/image-8-32x16.webp "image 8 - Charted")What the Charted homepage looks like in NetSuite Next **Tags:** Invoice Management, NetSuite Native, Product Updates, Vendor Management **Topics:** Invoice AI, Invoice Automation, Product Updates, Vendor Management --- ### [From discovery calls to deliverables: How the Charted NetSuite Practice uses AI to accelerate requirements documentation](https://charted.com/blog/services-ai-netsuite-requirements-documentation/) **Published:** August 13, 2026 **Author:** Alicia Sgromo **Content:** ## The methodology behind faster, more accurate NetSuite implementations and optimization projects Every NetSuite consultant knows the pattern. You spend two, three, sometimes five days in discovery workshops with a client’s finance, operations, and IT stakeholders. You fill notebooks and Zoom transcripts with process nuances, exception handling, integration dependencies, and offhand comments like, “Oh, and we also need to handle consignment inventory differently.” Then you go back to your desk and face the least glamorous, most time-consuming part of any ERP engagement: turning all of that into a requirements document precise enough to guide the solution design. At Charted, we’ve spent years refining a NetSuite consulting methodology built around one core belief: **the quality of an implementation is set long before a single SuiteScript is written, because it’s set in the requirements**. Get that phase wrong, and every downstream decision inherits the ambiguity. Get it right, and configuration, customization, and testing move faster with far fewer surprises. That’s exactly why we brought Claude into our requirements process. Not to replace the judgment of our functional consultants, but to remove the bottleneck that once sat between great discovery conversations and great documentation. ## The problem with traditional requirements documentation In a typical NetSuite engagement—whether it’s a net-new implementation, a multi-subsidiary consolidation, or an optimization project cleaning up years of workarounds—requirements gathering produces many artifacts. Those artifacts may include workshop notes, recorded transcripts, whiteboard photos, example reports, and marked-up process maps. Turning that into a structured, client-ready Business Requirements Document (BRD) or functional design document has traditionally meant hours of manual synthesis per module (order-to-cash, procure-to-pay, revenue recognition, inventory management, etc.). The risk isn’t just time; it’s consistency. A requirement captured clearly in a workshop can get flattened or reworded inaccurately three drafts later. Edge cases mentioned once in passing can get lost entirely, only to resurface as a gap during UAT, when it’s far more expensive to fix. ## Where Claude fits into our methodology We’ve built Claude into the requirements phase of our NetSuite delivery methodology as a documentation accelerator, with our consultants firmly in control of the process at every step. In practice, that looks like: 1. **Structuring raw discovery input.** Workshop transcripts, notes, and process walkthroughs are uploaded into Claude and then synthesized into a consistent draft structure: current-state process, pain points, future-state requirements, in-scope/out-of-scope items, and open questions. Claude organizes everything by NetSuite module and business process, matching a format our delivery teams and clients can easily understand. 2. **Surfacing what might otherwise get missed.** Because Claude can hold an entire workshop transcript in context, it’s well suited to flagging requirements that were mentioned once, requirements that seem to conflict with each other across sessions, or dependencies between processes (e.g., a revenue recognition rule that depends on a custom item field). Our consultants review every flag. Claude surfaces candidates for attention, but it doesn’t make judgment calls about what belongs in scope. 3. **Speeding up the iteration loop.** Requirements documents are never one-and-done. They go through client review cycles, get revised as new details emerge, and evolve as scope gets refined. Turning around a revised draft after a client feedback session now takes a fraction of the time it once did, which means more review cycles fit into the same project timeline, and more issues get caught before design begins. ## What doesn’t change It’s worth being direct about this: Claude does not gather requirements, does not make scoping decisions, and does not sign off on anything a client sees. Every document that leaves Charted has been reviewed, edited, and validated by a NetSuite-certified consultant who understands the client’s business. The value of an experienced ERP consultant isn’t in typing speed, it’s in knowing which questions to ask in the room, recognizing when a stated requirement masks a deeper process problem, designing a NetSuite configuration that will hold up as the business scales, and bringing the experience of someone who has worked with hundreds of other clients. That expertise is not something we’ve automated, nor do we intend to. What has changed is how much of our consultants’ time goes toward that high-judgment work versus the mechanical work of writing it all down. ## Why this matters for implementations and managed services alike For net-new implementations, faster and more consistent requirements documentation means design and build phases start on more solid ground, with fewer requirements gaps discovered mid-project. For optimization engagements, where the goal is often untangling years of customizations, workarounds, and tribal knowledge, the ability to quickly structure findings from system audits and stakeholder interviews into a clear current-state and future-state picture is just as valuable. Many of our managed services clients also benefit from this approach when scoping smaller enhancement requests, where a lightweight, well-structured requirements document keeps even-turn changes from turning into scope creep. ## Built for how consulting truly works We didn’t adopt Claude because AI is trendy in the ERP space right now. We adopted it because our consultants told us, project after project, that documentation was the part of the job that ate the most hours for the least differentiated value. Freeing that time means more of it goes toward what clients are paying for: expertise, judgment, and a NetSuite implementation that fits their business. If you’re evaluating a NetSuite implementation, optimization project, or ongoing managed services partner, we’d welcome the conversation about how our methodology (and the tools behind it) can help your project move faster without cutting corners on quality. *The Charted NetSuite Services team supports organizations through implementations, optimizations, and ongoing managed services. To learn more about our approach, reach out to us [here](https://charted.com/get-started/).* **Tags:** AI, NetSuite Implementation, NetSuite Optimization **Topics:** AI, NetSuite Consulting, NetSuite Implementation, NetSuite Optimization --- ### [More data, more tools, more AI, and somehow ... much more to do](https://charted.com/blog/more-data-more-tools-more-ai-and-somehow-much-more-to-do/) **Published:** July 23, 2026 **Author:** Alicia Sgromo **Content:** I talk to a lot of finance leaders, and lately I keep hearing a version of the same thing. They have more data than ever, more tools than they know what to do with, and now AI on top of all of it. On paper, that should make the job easier. In practice, it creates a lot more work. And it can be a problem. The challenge finance teams face right now has nothing to do with scarcity; there’s more of everything, and the hard part is deciding what deserves attention and what should be let go. That’s what I wanted to dig into for the first episode of our series. I sat down with [Chris Sands, CFO at InvoiceCloud](https://www.linkedin.com/in/christopherssands/), and [Ricky Motschwiller, VP of Finance at Abcuro](https://www.linkedin.com/in/ricky-motschwiller-cpa-b6295395/), and the conversation strengthened a few opinions I’ve been thinking of for a while. Here’s what I walked away with. ## Finance keeps getting handed more, with no more hours to do it I opened by asking Chris whether so much data, applications, and information actually make the job harder or if he ever feels like he’s not in control. His answer went somewhere I didn’t expect. He doesn’t see the job of finance as being “in control of the business” in the first place. When his peers call it “your budget” as if it belongs to him, he corrects them. *It’s the business’s budget*. His team builds it and reports against it, but the business owns it. That distinction matters more than it sounds, because a lot of the pressure finance leaders carry comes from a quiet belief that they’re supposed to have their hands on the wheel of everything the numbers touch. Letting go of that belief frees you up to focus on the part of the job that is yours and yours alone. What is undeniably true is the scope of the role keeps expanding. What finance leaders do is more complex than ever, and FP&A is heavier because of the volume of data and the expectations that come with it. Ricky put the sharpest point on it: finance is expected to know more than ever, while the busy work grows faster than the strategic work. That gap is what wears teams down, and no new tool has closed it. If anything, the tools have widened it. ## Just because you can produce it doesn’t mean it’s worth producing The idea from Ricky that stuck with me came up before we even started recording, and I wrote it down. We’re using these tools to produce more output, he said, without stopping to ask whether the output was worth producing in the first place. His example was regulatory disclosures. Look at what goes into a 10-K today versus fifteen years ago and there’s far more of it, but in his experience much of it doesn’t move the market. Nobody reads a new disclosure and reprices the stock. Technology makes producing work easier than ever, the volume climbs, and no one asks whether it matters. This is the trap finance leaders should notice, because it’s invisible while it’s happening. When work production gets cheap, output starts to feel like value *even when it creates none*. AI makes it effortless to generate the memo, the deck, the extra cut of the analysis, which means the real discipline is no longer producing the work. It’s deciding what deserves to exist at all. Finance should be the function asking that question, and most teams have never built the muscle for it. ## Prioritization is the real struggle that finance leaders wrestle with So how do you manage the increased workload due to data and systems overload? Chris’s answer was relentless prioritization, and I want to sit on this because I think it’s the whole game and it’s badly underrated. Almost every instinct in a finance team points toward addition. Add the report, the tool, the process, the headcount. What Chris described is the opposite. He keeps a constantly reworked list of what actually matters and, more importantly, is willing to tell his team what to stop doing when they’re underwater. That act, telling a capable person that something on their plate doesn’t need to happen, is one of the hardest things a leader does, because everything on the list looks at least a little important. Here’s my take. The finance leaders who thrive over the next few years won’t be the ones who adopt the most or produce the most. They’ll be the ones who get good at subtraction. Saying no to a report the board glances at once a quarter. Killing a process that exists only because it always has. Passing on a shiny capability that doesn’t move the business. When technology can do presumably anything and everything, the ability to deliberately do less becomes a real competitive advantage; teams who prioritize the truly important things and automate the grunt work will end up operating sharper and faster than their peers, instead of getting further behind completing a task-list of immeasurable ROI. ## Lots of systems, landmines, and app switching The complexity is real when it comes to the number of systems finance leaders implement and use. Ricky counted the systems his team touches every month and ran out of fingers past ten. Different data, different logins, and the constant worry that they aren’t telling the same story. Only a few years ago, Harvard Business Review measured how often employees switch between applications in a workday and found it was around 3,600 times, and it has only gotten worse since. What made his point more than a tool count were the traps hiding inside it. He described two systems his team will eventually have to rip out, one because the vendor won’t service public companies and one because it can’t handle the compliance that arrives once a biotech starts selling an approved drug. You don’t see those landmines when you buy the tool, but you end up stepping on them years later. A CFO, as Chris put it, has to be dangerous enough to see around those corners and let a future ambition like going public shape the systems you choose today. That’s a real skill for finance leaders to develop. Beyond the number of systems, when a team does need more capability, the question I care about most is whether it adds to the complexity or builds on the ground they already stand on. This is the part I spend my days thinking about at Charted, and my honest view is the teams who stay more productive treat their core platform as exactly that. When a new capability lives inside the system you already run on, you get to subtract from the complexity. When that same capability lives in yet another disconnected tool, you’ve just added an eleventh thing that now has to agree with the other ten. ## AI is a great assistant, with adult supervision Reviewing a handful of AI statistics, including Deloitte’s finding that most CFOs call AI critical, while only about a fifth think it’s delivered real value, was met with varied responses. Chris’s reaction was that all of it can be true at once. The technology will be transformational, the coverage is sensational, and the finance use cases are still emerging. Even at his aggressively AI-forward company, they lagged well behind engineering and sales through 2025, and that’s only now shifting. Where they were both clear-eyed was trust, and Ricky’s story said it best. He fed AI a fifty-page financial statement and asked it to check for internal consistency. He already knew there was an error. The AI missed it, and when he pointed to the exact pages, it apologized. If a person did that, he said, you’d stop trusting them. Chris framed the why of it cleanly: most of finance is deterministic and these models are probabilistic, so ninety percent right doesn’t clear the bar for a journal entry the way it might for customer service. But both of them use AI as a genuine accelerator, and their framing is the one I’d hold onto. Let it produce the first draft and catch the obvious ten things wrong, so your review takes half the time. You still own the work. The teams that win with AI will be the ones who keep their judgment firmly in the loop while everyone else quietly outsources theirs. ## The final takeaway When I asked for one closing piece of advice, Chris’s answer stuck with me. You’re not going to conquer the complexity. The scope keeps growing and the environment stays dynamic, so the goal was never to beat it. The goal is to manage it well, prioritize relentlessly, and set honest expectations for yourself and your team. That’s the real state of finance right now. There’s more of everything, and the teams pulling ahead aren’t adopting the most or producing the most. They have the discipline to focus on what matters and the confidence to keep their own judgment in charge. This was the first of several conversations I’ve been having with finance leaders about the things they really wrestle with, and we have more coming soon. If you’re a CFO or senior finance leader who’d want to be part of one, I’d love to hear from you. To watch our full conversation, view it on YouTube [here](https://youtu.be/2GC2QyilrRs?utm_source=youtube&utm_medium=video&utm_campaign=podcast&utm_id=unscriptedepisode1). **Tags:** Podcast **Topics:** AI, Podcast --- ### [Charted Named No. 1776 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America’s Fastest-Growing Private Companies](https://charted.com/blog/charted-named-no-1776-on-the-2026-inc-5000-list-the-most-prestigious-ranking-of-americas-fastest-growing-private-companies/) **Published:** August 11, 2026 **Author:** Alicia Sgromo **Content:** *Charted Recognized for 208% Three-Year Revenue Growth, Earning a Place Among the Nation’s Most Successful Independent Businesses* **Boston, MA August 11, 2026** – [Charted](https://charted.com/) today announced it has been ranked No. 1776 on the [2026 Inc. 5000 list](https://www.inc.com/inc5000), the annual list of the fastest-growing private companies in America. The list is the most prestigious ranking of the nation’s most successful independent and entrepreneurial businesses, recognizing companies that have achieved remarkable growth while driving innovation, creating jobs, and shaping the future of the economy. Past honorees include companies such as Microsoft, Meta, Chobani, Oracle, and Patagonia. “We are thrilled to have Charted included on the Inc. 5000 list for the second year in a row,” said Bernardo Enciso, Founder and CEO of Charted. “Making the list, and moving in position from number 1916 last year to number 1776 this year, is always meaningful, but doing it in our 10th year in business makes it a true milestone. This ranking is a snapshot of a much longer story, one of growth, achievements, and most important, a dedication to our customers who are always at the forefront of everything we do.” This year’s Inc. 5000 recognizes a new class of companies redefining what growth looks like. From AI and advanced manufacturing to healthcare, consumer products, and professional services, these businesses are expanding their impact, creating jobs and proving that entrepreneurial ambition continues to fuel the U.S. economy. Among the 5,000 companies on the list, the median three-year revenue growth rate was 130%, and those companies have collectively added more than 627,208 jobs to the U.S. economy over the past three years. For the full Inc. 5000 list, honoree company profiles, and a searchable database by industry and location, please visit: [www.inc.com/inc5000](http://www.inc.com/inc5000). “Every company on the Inc. 5000 has a story of perseverance, smart decision making, and a refusal to sit still,” says Mike Hofman, editor-in-chief of Inc. “Their growth reflects more than strong financial performance–it reflects creativity, resilience, and the customer focus required to build companies that make a lasting impact. We congratulate all honorees on this significant achievement.” Inc. will celebrate the honorees at the 2026 [Inc. 5000 Conference & Gala](https://events.inc.com/2026incconference), taking place October 14–16 in Dallas, Texas and the top 500 will be listed in the Fall issue of *Inc.* Magazine. [Tickets are on sale now.](https://events.inc.com/2026incconference/tickets) **Inc. 5000 List Methodology** Companies on the 2026 Inc. 5000 are ranked according to percentage revenue growth from 2022 to 2025. To qualify, companies must have been founded and generating revenue by March 31, 2022. They must be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2025. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2022 is $100,000; the minimum for 2025 is $2 million. As always, *Inc.* reserves the right to decline applicants for subjective reasons. **About Charted** Charted clears the path for finance teams with AP Automation solutions built directly into your ERP—no integrations, no extra systems. Gain real-time clarity on every invoice, approval, and payment so you can focus on what really matters. Eliminate manual data entry with AI-powered capabilities and expense accrual automation to accelerate your month-end close. Combine the power of your full ERP dataset with Charted built-in controls to manage the most complex approvals and workflows, producing results at scale. Backed by decades of ERP best practices and expertise, we enable multi-entity, multi-currency workflows to support your AP automation needs anywhere in the world. Charted was born from years of hands-on implementation and consulting experience. With consulting roots and product strength, Charted is your one-stop-shop for everything ERP. To find out more, please visit [www.charted.com](http://www.charted.com/). **About Inc.** Inc. is the leading media brand and playbook for the entrepreneurs and business leaders shaping our future. Through its journalism, Inc. aims to inform, educate, and elevate the profile of its community: the risk-takers, the innovators, and the ultra-driven go-getters who are creating the future of business. Inc. is published by Mansueto Ventures LLC, along with fellow leading business publication Fast Company. For more information, visit [www.inc.com](https://c212.net/c/link/?t=0&l=en&o=4369302-1&h=1244537509&u=https%3A%2F%2Fwww.inc.com%2F&a=www.inc.com). **Media Contact** Alicia Sgromo Senior Manager, Corporate Communications Read the original press release [here](https://www.businesswire.com/news/home/20260811902949/en/Charted-Named-No.-1776-on-the-2026-Inc.-5000-List-the-Most-Prestigious-Ranking-of-Americas-Fastest-Growing-Private-Companies). **Tags:** Awards, Press Releases **Topics:** Press Releases --- ### [Five ways NetSuite-native AP Automation cuts processing costs by 60–80%](https://charted.com/blog/five-ways-netsuite-native-ap-automation-cuts-processing-costs-by-60-80/) **Published:** August 6, 2026 **Author:** Alicia Sgromo **Content:** ## How to cut AP processing time and costs in NetSuite Native NetSuite [AP automation](https://charted.com/ap-automation-suite/) reduces invoice processing costs by 60-80% compared to manual workflows or bolted-on third-party integrations, according to typical results finance teams see after implementation. Accounts payable doesn’t have to be a cost center that quietly drains hours every month. When AP automation lives natively inside NetSuite, rather than bolted on through a third-party integration, finance teams routinely see processing costs drop significantly. Here’s where those savings actually come from. ## 1. AI eliminates manual data entry Instead of AP staff keying in vendor, line-item, and coding details by hand, [AI-driven invoice scanning](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) reads incoming invoices and automatically populates NetSuite records, adapting to each vendor’s format without requiring manual template setup. When a purchase order matches exactly, the bill can be created and routed for approval with no human touch at all. That’s hours per week returned to the team, which can be spent on higher-value work. ## 2. Real-time 3-way matching prevents costly errors before they happen Manually reconciling purchase orders, receipts, and invoices is slow and error-prone, and errors caught late (after payment) are far more expensive to fix than errors caught before. A line-by-line, [real-time 3-way match engine](https://charted.com/ap-automation-suite/real-time-3-way-match/) catches quantity and price mismatches immediately, keeping bad invoices out of the payment queue in the first place. ## 3. Approval automation removes the back-and-forth Chasing down approvers over email or Slack is a hidden tax on AP teams. Automating [approval routing](https://charted.com/ap-automation-suite/approval-automation/), with configurable thresholds for when a bill needs to be resubmitted for re-approval after an edit, means bills move through the right hands automatically. Eliminate manual follow-up or workflow babysitting, while maintaining processes for audit compliance. ## 4. Payment automation cuts the manual work out of paying vendors From ACH to check runs, manually preparing and issuing payments is labor-intensive and error-prone. Automating [payment workflows](https://charted.com/ap-automation-suite/payment-automation/)—including linking bank accounts directly to the correct NetSuite GL accounts—reduces the manual reconciliation work behind every payment run and shortens the time between approval and payment. ## 5. Everything lives in one system, so there’s no integration tax Perhaps the highest hidden cost in AP is the overhead of maintaining integrations between a third-party AP tool and your ERP. When automation is built natively into NetSuite, there’s no data syncing to babysit, no duplicate vendor records to reconcile, and no separate login for your team to manage. That alone removes a significant chunk of the total cost of ownership that integration-heavy AP tools carry. The bottom line: the 60–80% cost reduction isn’t one big lever. It’s five smaller ones working together, each removing manual work at a different stage of the AP lifecycle. Curious what that could look like for your team? [Talk to Charted about automating your NetSuite AP process](https://charted.com/get-started/). **Tags:** AP Automation, NetSuite Native **Topics:** AI, AP Automation, Approval Automation, Payment Automation, Real-Time 3-Way Match --- ### [Your NetSuite AP inbox just got a lot smarter (and a lot more yours) with Charted](https://charted.com/blog/your-netsuite-ap-inbox-just-got-a-lot-smarter-and-a-lot-more-yours-with-charted/) **Published:** August 4, 2026 **Author:** Alicia Sgromo **Content:** You’ve implemented an AP automation solution, so why is part of your process still happening in spreadsheets, email, Slack, and Teams chats? If you process invoices using Charted [Invoice Automation](https://charted.com/ap-automation-suite/invoice-processing-automation/) every day, you know the NetSuite AP inbox is where the real work happens. It’s also, historically, been the least flexible part of the product: one layout for everyone, no way to control who sees what, and no way to act on an invoice without leaving the page. When a question comes up mid-process, about coding, an approval, or an unfamiliar invoice, most teams step outside the system to get an answer. Context gets lost, follow-ups fall through the cracks, and pieces of your AP process end up trapped in an inbox that isn’t part of Charted. And without the right controls and visibility in place, those gaps can quietly introduce data privacy and compliance risk that’s difficult to track and even harder to fix after the fact. This changes with the release of the new Charted inbox experience for NetSuite. Four improvements, delivered together, give AP teams control over what the inbox shows, who sees what, and how much work can happen without ever leaving NetSuite. If you want to see it in action before you touch a single setting, we’re covering all of these improvements in an [upcoming webinar](https://lp.charted.com/webinar-reduce-inbox-friction/). ## Why does part of your AP process still live outside your AP system? It’s a familiar pattern, even at organizations that have already invested in automation. The system captures the invoice, but the moment something needs a second look, the actual work quietly moves somewhere else. A coder isn’t sure which GL account applies, so they message a colleague on Slack. An approver has a question about an unfamiliar vendor, so they send an email. A processor needs a status update on an invoice stuck in review, so they check a shared spreadsheet someone on the team maintains by hand. None of that is a failure of the automation itself. It happens because the inbox, until now, hasn’t had a place for that conversation to live. So it goes to whatever tool is already open, and with it goes the context: what was asked, who answered, and what was decided. When that conversation happens outside the system of record, following up means reconstructing it after the fact (if anyone remembers to do so). That’s more than an efficiency problem. Every invoice that gets a Slack thread instead of a documented comment, or a spreadsheet row instead of a label, is a gap in the record. For a single-entity business, that’s an annoyance. For a multi-subsidiary organization managing role-based access and audit requirements, it’s a compliance exposure: a gap that’s hard to see while it’s happening and even harder to explain later if you’re asked to show your work. This is the exact gap the new Invoice AI inbox is designed to close, and it’s the through-line for our upcoming webinar. Rather than treating configuration, collaboration, exception handling, and visibility as four separate features, the session frames them as one answer to a single question: what would it take for your entire AP process, questions and all, to happen inside the system built to handle it? ## NetSuite AP inbox set up, now for every individual user Inbox configuration now works on two levels: how every user inbox is set up, and which invoices each individual is allowed to see. ### How can AP admins configure the inbox to fit their workflow? Administrators can control the inbox column layout for the whole team from a new configuration panel in Invoice Automation Settings (Inbox Configuration). From there, they can show or hide any standard column, reorder columns with drag-and-drop, and add custom columns. Configuration applies account-wide, so the whole team works from one consistent, purpose-built view instead of a generic default. ### How does NetSuite AP inbox segmentation work? Segmentation lets administrators restrict what invoices each user sees, based on two different criteria that allows for varying visibility. - **Subsidiary-based access.** Users only see invoices belonging to subsidiaries their NetSuite role grants them, or where they’re assigned as the owner. - **Owner-based access.** Accounts can optionally restrict users to only the invoices assigned to them, with administrators able to designate which users bypass that restriction and see all owners. For multi-subsidiary organizations, subsidiary-based segmentation closes a real gap. Segmentation gives every user a clean, role-appropriate view without anyone having to build manual filters. Together, flexible NetSuite AP inbox configuration and segmentation-based visibility control mean every user opens an inbox designed around their actual job, not a one-size-fits-all queue. ## What’s new in day-to-day inbox workflows? Three new features are all accessible from a new sidebar in the new NetSuite AP inbox: comments, labels, and inline correction actions. **Comments and @mentions.** Users can leave threaded comments directly on an invoice in the inbox, and even tag other NetSuite users to be notified and respond. This keeps the conversation about an invoice attached to the invoice itself, instead of scattered across email and chat, with a clear record of who said what and when. Your NetSuite AP inbox is now a collaborative workspace. **Labels.** Labels are free-form, color-coded tags; now an invoice can be both “high priority” and “pending procurement action” at the same time. These labels give teams a new way to track various states: waiting on a vendor, in dispute, escalated for approval, flagged for follow-up, etc. **Inline correction actions.** Two of the most common fixes can now happen without leaving the inbox: - **Change vendor:** when the wrong vendor is assigned, users can now update this information from the row actions menu or the details tab, with the vendor drop-down filtered via current subsidiary. - **Assign or change a PO**: users can assign or change the linked PO directly from the inbox. The PO search is always based on subsidiary and vendor, and only valid POs are surfaced. Based on usage data, up to 10% of invoices need a vendor correction and another 10% need a PO update. For a team processing 5,000 invoices a month, 1,000 corrections will need to be made a month—and where that used to mean leaving the primary workspace entirely. Now they don’t. ## See it live and join our upcoming webinar We’re walking through the entire new inbox experience live: how to set up columns, configure segmentation for a multi-subsidiary business, and use comments, labels, and inline corrections in a real AP workflow. **Save your seat** to see the customizations available for the NetSuite AP inbox in action with Charted and get your questions answered directly about invoice automation and improving workflows. [![banner: register now for AP back to basics webinar on keeping invoice workflows inside NetSuite](https://charted.com/wp-content/uploads/2026/08/Charted-Social-ReduceInboxFriction-Webinar-26-07-840x280-liveregisternow-32x11.webp "Charted-Social-ReduceInboxFriction-Webinar-26-07-840x280-liveregisternow - Charted")](https://lp.charted.com/webinar-reduce-inbox-friction) **Tags:** AP Automation, Invoice Management **Topics:** AP Automation, Invoice Automation, Invoice Processing, Product Updates --- ### [What's new with Charted: The new Charted look becomes the default](https://charted.com/blog/whats-new-with-charted-the-new-charted-look-becomes-the-default/) **Published:** July 20, 2026 **Author:** Alicia Sgromo **Content:** On Monday, July 27, 2026, as part of our upcoming release, the new Charted experience—a new UI with refreshed menus, a snappier interface, and a cleaner navigation layout—will become the default for every user. It’s a milestone we couldn’t have reached without you, the hundreds of users who have already made the switch. The feedback you’ve shared has shaped the experience every step of the way. Thank you. ## Built on your feedback We took every piece of feedback into account, and next week’s release addresses the issues you raised. We believe the experience going live for everyone is the best version of Charted yet. ## What’s changing next week There’s nothing you need to do. Every user will be switched to the new experience automatically as part of the release on Monday, July 27, 2026. When you log in, you’ll see the redesigned interface inside NetSuite: a cleaner, more intuitive navigation experience, improved page filters with active filters listed at the top of each page, and a layout that keeps more of what matters on screen with less scrolling. **Prefer the classic view?** An opt-out option will remain available in the upper right corner of the app for a set period of time as we continue to collect feedback, so you can [switch back](https://docs.charted.com/ap-automation/charted-faqs/platform/how-do-i-switch-back-to-the-classic-charted-user-interface-experience) whenever you need to. **Your feedback is critical**. If something isn’t working for you or your team, let us know when [opting out](https://docs.charted.com/ap-automation/charted-faqs/platform/how-do-i-switch-back-to-the-classic-charted-user-interface-experience) of the new experience. We’ll get every issue resolved and make sure you’re back up and running on the new experience as quickly as possible. [You can also provide feedback via survey](https://forms.cloud.microsoft/r/nNeJfrNTTA?utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--o51qWdECiZrIAOR0uTQEJkdxNdprmD-43wfkGbAEjMcsRMpvXFdKypNys-Y8iVSYMX-jn). ## A first look at what’s coming in August When we introduced the new look, we said it laid the groundwork for bigger things. Next month, two of those arrive in the new experience: - **Invoice AI inbox flexibility:** Add, remove, and reorder the fields in your AP inbox—and pull in additional fields—so your inbox matches the way your team works. - **Advanced Vendor Onboarding:** An all-new interface makes it easy to manage the entire onboarding process, including sending bulk onboarding forms with a single click. That’s just the tip of the iceberg; many more exciting updates are coming to the new experience next month. Keep the new look enabled, and you’ll be ready to take advantage of the new features the moment they arrive. Have questions about the transition? [Schedule a consultation](https://charted.com/get-started/) with our team of NetSuite and AP automation experts—we’re happy to walk through what to expect. **Tags:** Product Updates **Topics:** Product Updates --- ### [Beyond Electronic Bank Payments: How Charted Payment Automation extends what NetSuite already does well](https://charted.com/blog/beyond-electronic-bank-payments-how-charted-payment-automation-extends-what-netsuite-already-does-well/) **Published:** July 16, 2026 **Author:** Alicia Sgromo **Content:** NetSuite gave finance teams a system of record they could trust. One place for the general ledger (GL), vendors, bills, and approvals. [NetSuite Electronic Bank Payments](https://www.netsuite.com/portal/products/erp/financial-management/finance-accounting/electronic-bank-payment-software.shtml) (NetSuite EBP) is built on that foundation, giving AP teams a structured, reliable way to generate and manage electronic payments—a real improvement over manual processes. For many teams, it’s a solid starting point. Charted [Payment Automation](https://charted.com/ap-automation-suite/payment-automation/) takes it further, eliminating the remaining steps requiring you to leave your ERP to upload NACHA files or log into bank portals. As businesses grow and AP processes need to scale—with more entities, more currencies, more vendors, more approvers, more regulatory pressure—finance leaders start asking a different set of questions. How do we pay vendors in 40+ countries using the same workflow we use domestically? How do we close the fraud gap that opens every time a vendor wants to email us their new banking info? How do we keep cash in our own bank until the moment a payment is executed? That’s where Charted Payment Automation comes in. It runs entirely inside the NetSuite instance you already use, alongside [Vendor Onboarding](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/), [Invoice Automation](https://charted.com/ap-automation-suite/invoice-processing-automation/), [Approval Automation](https://charted.com/ap-automation-suite/approval-automation/), and [Accrual Automation](https://charted.com/ap-automation-suite/expense-accrual-automation/). The goal isn’t to replace what NetSuite does. It’s to extend it, adding the depth, breadth, and controls that teams with complex, multi-entity financials need to run payments at scale. Here’s how Charted Payment Automation builds on what NetSuite payments already gives you. ## 1. One queue for every payment type: Domestic, international, and check NetSuite-native payments handle domestic ACH extremely well. Most teams wanting to pay internationally, cut a check, or perform mixed payment runs end up bouncing between tools, bank portals, and manual processes to get the job done. Charted Payment Automation consolidates all of it into a single **Ready for Release** queue inside NetSuite: - **Domestic ACH** is processed through secure, purpose-built payment infrastructure. - **International payments** to 200+ countries, originating from the US, with native multi-currency support. - **On-premises check printing** on blank check stock with configurable templates. - **Outsourced check printing and mailing** for teams who want checks off their plate entirely. The simplicity is embedded into the process, with one approval pass, one queue, and one complete audit trail. No system-switching, no separate logins, no parallel processes for the international vendors versus the domestic ones. ## 2. Vendor banking verified at onboarding, not at payment This is the single biggest difference between a payment workflow and a payment *control* workflow, and it’s where Charted Payment Automation does its most important work. In most AP processes, the riskiest moment isn’t paying a vendor. It’s trusting the banking details you’re sending money to are real and unchanged. A vendor emails over a “new account number.” Someone in AP keys it into the vendor record. The payment goes out. By the time you realize it was a spoofed email, the money is gone. Situations like these are why vendor banking fraud is so common—making up a significant amount of asset-based misappropriation schemes, which in turn make up 90% of business fraud according to the 2026 Occupational Fraud Report from the [Association of Certified Fraud Examiners](https://www.acfe.com/fraud-resources/report-to-the-nations). Charted closes that gap by connecting **Vendor Onboarding** and **Vendor Management** directly to Payment Automation. When a vendor is onboarded, they submit their banking details through a secure email link: no portal login, no PDF over email, no AP team member typing an account number from a phone call. The onboarded information lands directly in restricted NetSuite File Cabinet folders, attached to the vendor record. Any future change to those banking details routes through a defined approval workflow before it ever touches a payment run. The vendor you onboarded securely is the vendor you pay securely. Same record, same audit trail, same governance, all inside NetSuite. ## 3. Cash that stays in your bank until the moment a payment executes Some payment platforms ask you to prefund an account, meaning your cash leaves your bank and sits in a third-party wallet or escrow balance before any vendor is actually paid. It’s a workflow choice some organizations are fine with. For finance leaders focused on treasury control and working capital, it’s not. Charted Payment Automation runs against your existing bank accounts. There’s no prefunded wallet, no escrow, no float sitting outside your control, and no third-party collecting interest on a prefunded balance you’re required to park before a payment can be made. Funds move from your bank to the vendor’s bank when the payment is executed. ACH runs without manual NACHA file handling, so the tamper-and-redirect vector that drives payment fraud simply isn’t part of the workflow. For Controllers and CFOs, this is the kind of financial control posture that’s worth asking about—not as a feature, but as a treasury and risk decision. ## 4. International payments that don’t require a separate workflow Paying a vendor in Germany, Japan, or Brazil shouldn’t mean a different process than paying a vendor in Ohio. With Charted Payment Automation, it doesn’t. [International payments](https://charted.com/ap-automation-suite/international-payments/) originating from the US go through the same Ready for Release queue as domestic ACH and checks. Coverage spans 200+ countries with multi-currency support, and NetSuite handles FX gains and losses natively, so no manual journal entries at month-end and no spreadsheet reconciliation between your AP tool and your GL. Vendor banking details for international suppliers are collected via the same secure onboarding link used for domestic vendors, so there’s no separate process to manage or audit. For multi-entity, multi-country organizations, this is the difference between a payment workflow that scales with the business and one requiring a new process every time you open an entity in a new country. ## 5. A full audit trail on every payment, inside NetSuite [Payment Automation](https://charted.com/ap-automation-suite/payment-automation/) runs natively inside NetSuite rather than through a connector or middleware, so every payment keeps its complete record where it belongs. Approval chain, timestamps, FX rate at execution, and supporting documents stay on the bill payment record. Payment history and vendor payment information lives in the Charted Secure Payment Portal, also within NetSuite. Everything is in one place, visible to the AP team, the Controller, and internal and external auditors without anyone exporting from a separate system. When an auditor asks who approved a $250K wire to a new international vendor last quarter and what verification process the banking details went through before payment, the answer is already in NetSuite. No reconstruction needed, no email-thread forensics taking up hours. ## What this looks like in practice For finance leaders on NetSuite who are getting more complex—adding entities, paying internationally, managing more vendors, navigating tighter audit scrutiny—Charted Payment Automation isn’t a replacement for the foundation NetSuite gives you. It’s the next layer. You get: - **One workflow** for ACH, checks, and international wires; no system-switching required. - **One audit trail** connecting vendor onboarding, banking verification, approval, and payment execution. - **One source of truth** for payment status, FX accounting, and reconciliation, all inside NetSuite. - **Zero prefunded accounts**—your cash stays in your bank until payments are executed. - **200+ countries** covered via US-originating international payments, with native multi-currency support. - **Vendor banking fraud exposure** is closed at the intake layer, not patched at the payment layer. Across the Charted customer base, finance teams process **3.5M+ invoices a year** through this NetSuite-native model, and over **1000 organizations** rely on it for end-to-end AP automation. The pattern we see consistently is teams who don’t outgrow NetSuite; they outgrow the payment workflow they started with, and they find that adding depth without adding another disconnected system is the right answer. ## Ready to see what’s possible If you’re already paying vendors out of NetSuite and starting to feel the friction—international vendors handled separately, vendor banking changes routed over email, cash sitting in a prefunded account, payment status scattered across systems—Payment Automation is built for your next chapter. It lives where your team already works. It extends what your ERP already does. And it gives finance leaders the kind of control over payments that holds up to a board review, an audit, and a treasury conversation. [Explore Charted Payment Automation →](https://charted.com/ap-automation-suite/payment-automation) **Tags:** NetSuite Native **Topics:** Payment Automation, Vendor Management --- ### [What's new with Charted: E-invoicing for Belgium and up to 85% faster OCR](https://charted.com/blog/whats-new-with-charted-e-invoicing-for-belgium-and-up-to-85-faster-ocr/) **Published:** May 21, 2026 **Author:** Alicia Sgromo **Content:** This month’s releases bring two significant upgrades for AP teams using Invoice AI: Belgian entities can now receive supplier invoices directly through the Peppol network, and OCR document processing is dramatically faster for everyone. ## Invoice AI: E-invoicing support for Belgian entities Invoice AI now supports e-invoicing for Belgian entities, allowing your organization to **receive** supplier invoices electronically through the Peppol network—directly into your NetSuite workflow. For AP teams operating in Belgium, this means no more manual handling of supplier invoices that arrive outside of NetSuite. Once your entity is enrolled, inbound e-invoices from your suppliers flow in automatically, ready for review and processing from your inbox just like any other invoice in Invoice AI. Because e-invoices land natively in NetSuite, they immediately benefit from everything else Charted has to offer. Variances are caught automatically with [Real-Time 3-Way Match](https://charted.com/ap-automation-suite/real-time-3-way-match/), and bills route through your existing [Approval Automation](https://charted.com/ap-automation-suite/approval-automation/) workflows, all without leaving NetSuite or needing any additional integrations. Getting set up is straightforward: register your Belgian entity and VAT identifier through the [E-Invoice Subscriptions page](https://docs.charted.com/ap-automation/charted-configuration/invoice-ai/creating-an-e-invoice-subscription) in Invoice AI settings, and suppliers already on Peppol can start sending your invoices to you immediately. This is the first step in the broader Charted e-invoicing roadmap. We’re committed to expanding coverage to additional countries as e-invoicing mandates continue to roll out across Europe and beyond. Interested in getting your Belgian entities enrolled? [Schedule a consultation](https://charted.com/get-started/) with our team. [![e-invoicing guide download image](https://charted.com/wp-content/uploads/2026/05/Charted-Social-E-Invoicing-1113x591-26-03-Webinar-1-32x17.webp "Charted-Social-E-Invoicing-1113x591-26-03-Webinar 1 - Charted")](https://charted.com/e-book/e-invoicing-for-netsuite-how-ap-teams-can-prepare-for-global-mandates/)## Invoice AI: Significantly faster OCR processing OCR document processing in [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) is now **up to 85% faster**, with the biggest gains landing on the largest, most complex invoices. We’re focused on delivering the best native NetSuite AP automation experience possible, one you can trust to accelerate your AP team without sacrificing accuracy. Invoice AI is capable of scanning invoices in seconds. Never wait 15 minutes or overnight for invoices to be scanned. Multi-page bills see the biggest improvements, so even your most demanding documents now move through Invoice AI at a fast, predictable pace. Because OCR is the first step in every Invoice AI workflow, every downstream feature—touchless processing, 3-way match, and approval routing—kicks off sooner too. Ready to see how Invoice AI can streamline your AP operations? [Schedule a consultation](https://charted.com/get-started/) with our team of NetSuite and AP automation experts. **Tags:** Invoice Management, Product Updates **Topics:** E-invoicing, Invoice AI, Product Updates --- ### [How 3-way match prevents AP fraud in NetSuite (and where most implementations fall short)](https://charted.com/blog/3-way-match-ap-fraud-netsuite/) **Published:** July 8, 2026 **Author:** Alicia Sgromo **Content:** AP fraud rarely announces itself. Instead, it looks like a duplicate invoice slipping through during a busy week. A vendor bank account change no one circled back to verify. A purchase order, matched to a receipt, that on closer inspection was never actually fulfilled. By the time the pattern becomes obvious, the payment has already cleared, and your money is gone. According to the [2026 Report on Occupational Fraud from the Association of Certified Fraud Examiners](https://www.acfe.com/acfe-insights-blog/blog-detail?s=key-findings-report-to-the-nations-2026), asset misappropriation schemes account for 90% of occupational fraud cases. Billing schemes—the category living squarely inside accounts payable—are the second most common and costly variant, with a median loss of $90,000 per incident. And yet the controls most finance teams rely on to catch them are still running on spreadsheets, email threads, and after-the-fact reconciliation. If your team is performing 3-way match manually, in batches, or only on invoices above a certain dollar threshold, you have blind spots. ## What 3-way match is supposed to do Three-way match is one of the foundational controls in accounts payable. The idea is straightforward: before a vendor invoice gets approved for payment, you verify that three documents align. The purchase order confirms the goods or services were formally requested and authorized. The receiving report confirms that what was ordered was actually delivered. The vendor invoice confirms what the vendor says is owed. When all three match within acceptable tolerances, the invoice moves forward. When they don’t, it gets flagged for review. In theory, this process stops fraudulent or erroneous payments before they go out the door. In practice, most implementations have gaps that fraudsters have learned to exploit. ## Where traditional 3-way match breaks down The four AP fraud patterns that most commonly slip past manual or batch-based matching processes share a common trait: they stay within the seams of whatever process you have, not outside it. **Duplicate billing** is the simplest scheme. The same invoice is submitted twice, sometimes with minor variation in the invoice number, date, or amount. If your matching process runs in batches at the end of a period, or if invoices are matched by AP staff reviewing them individually, a second submission can land in a different batch or reach a different reviewer. Neither flags it. **Shell vendor fraud** exploits the vendor onboarding process, not the match itself. A fictitious vendor is created in the system, invoices are submitted against real or fabricated POs, and payments are issued. If vendor onboarding controls are weak and approval workflows don’t include cross-checks for duplicate tax IDs, addresses, or bank account numbers, shell vendors can persist for years. **Quantity inflation** manipulates the receiving record rather than the invoice. An employee with access to the receiving function records a larger quantity than was actually delivered. The invoice matches the inflated receipt. The match clears. The overpayment is made. **PO and receipt manipulation** is a more coordinated version of the same idea. Someone with access to both the PO creation and receiving functions can create a PO, approve a receipt against it, and submit an invoice that matches both, without any actual goods or services changing hands. The common thread: these schemes don’t beat 3-way match by circumventing it. They work because the match logic is too narrow, the tolerances are too loose, or the control points are siloed enough that no one sees the full picture at once. ## What a real-time, exception-based matching model actually looks like Modern 3-way match isn’t just a faster process—it’s structurally different. Instead of matching as a post-save batch process or a periodic reconciliation, validation happens the moment the vendor bill is entered, at the line level, against live PO and receipt data already inside NetSuite. A few characteristics separate a real-time model from a batch-based one: - **Line-level validation, not header-level.** Every invoice line is compared against the corresponding PO line and receipt record. Quantity variances, price differences, and unauthorized line additions get flagged individually, as opposed to absorbed into a header total that looks “close enough.” - **Tolerances configured to your control environment.** A real-time engine should let you set tolerances at multiple levels—global, subsidiary, vendor, and item—by amount, percentage, or quantity. Strict enforcement for high-risk vendors, looser tolerances for trusted relationships, and the ability to calculate PO overages across all related bills rather than evaluating each invoice in isolation. - **Exceptions routed with full context.** When a variance exceeds tolerance, the bill should route directly into an approval workflow with the discrepancy details attached. Approvers add justification comments that become a permanent part of the audit trail, closing the loop without a side conversation in email (that remains outside of your audit trail). - **Matched invoices that flow straight through.** On perfect PO matches, the bill should move into approval (or, with Touchless Invoice Processing, be created automatically). Your team’s attention belongs on exceptions, not confirming what already lines up. Charted [Real-Time 3-Way Match](https://charted.com/ap-automation-suite/real-time-3-way-match/) is built on this exact model, validating every line against the PO and receipt the moment the vendor bill is entered, with results displayed on the bill itself. Because matching runs against PO and receipt data already living in NetSuite, there’s no sync delay, no risk of validating against stale records pulled from an external system, and no separate exceptions to hunt down. ## Go deeper on three-way matching and join our upcoming webinar If you want to see exactly where AP fraud hides in batch-based matching processes (and what a modern, NetSuite-native alternative looks like) join us for a 45-minute working session for finance and AP leaders. We’ll walk through: - The four most common AP fraud patterns that bypass traditional 3-way match controls, and the specific data signals that expose each one. - How to evaluate your current matching process against a real-time, exception-based model, including which tolerances, match criteria, and audit trails matter most. - Where vendor onboarding fits into fraud prevention, and why bank account verification, duplicate vendor detection, and segregation of duties at setup are as important as the match itself. - A practical framework for moving from batch-based reconciliation to continuous, NetSuite-native 3-way match without adding headcount or another system. Save your seat for the webinar here: [![3-way-match webinar registration graphic](https://charted.com/wp-content/uploads/2026/07/Charted-Social-3MWebinar-26-06-Webinar-1200x628-062526-32x17.webp "Charted-Social-3MWebinar-26-06-Webinar-1200x628-062526 - Charted")](https://lp.charted.com/3wm-registration) **Tags:** AP Automation, Fraud **Topics:** AP Automation, Real-Time 3-Way Match --- ### [The case for an integrationless AP Automation platform: Why staying in NetSuite delivers an unmatched user experience](https://charted.com/blog/the-case-for-an-integrationless-ap-automation-platform-why-staying-in-netsuite-delivers-an-unmatched-user-experience/) **Published:** March 11, 2025 **Author:** Alicia Sgromo **Content:** When it comes to **Accounts Payable (AP) automation**, businesses have a growing number of options to choose from. Many software companies claim “easy-to-activate” connectors, suggesting you can sync your ERP with their platform effortlessly and within minutes. The inconvenient truth is these “connectors” are like houseplants: they seem low maintenance at first, but before you know it, you’re stressing about keeping them alive. At Charted, we took a radically different approach. Instead of building a platform requiring complex integrations, we designed an embedded AP automation solution that lives entirely within NetSuite. No integrations, no connectors—just seamless, native functionality. This post is the first in a series highlighting the game-changing benefits of this approach, starting with one of the most important factors: **user experience**. ### One platform, one experience The beauty of an embedded solution is it keeps you entirely within NetSuite. With traditional AP automation tools, you’re constantly flipping between your ERP and a third-party platform. Approvals in one system, invoices in another and reports in yet another—and every switch between systems, costs time and money, while simultaneously increasing the likelihood of errors. Our embedded approach eliminates this chaos. Users access AP automation functionality directly within NetSuite, using the same interface they already know. There’s no need to train your team on yet another platform. Everything from invoice approval workflows to payment execution happens within a single, unified environment. ### No integrations, no headaches for users Integrations are not as “plug-and-play” as they’re made out to be; they require ongoing maintenance, updates and troubleshooting. When an integration breaks—and they will—it’s a scramble to figure out what went wrong, which vendor to call and how to get your systems talking again. By staying within NetSuite, we bypass these issues entirely. Our platform doesn’t just “talk” to NetSuite—it is *part of* NetSuite. No connectors mean no delays, no syncing issues and no finger-pointing between vendors. It’s a simpler, cleaner approach, and it’s the users who benefit. ### Better reporting and insights at every users’ fingertips When you’re juggling multiple systems, reporting becomes a nightmare. Common questions or concerns that often arise include: - Which platform has the data you need? - How do you consolidate reports across systems? - What happens when your data doesn’t match across platforms? Take, for example, a vendor aging report that includes open invoices, paid invoices and pending approvals, all segmented by department, subsidiary and vendor type. In a system like Bill.com, Tipalti or Ramp, this kind of report would require pulling data from multiple systems, exporting it into spreadsheets and manually reconciling inconsistencies. With our embedded solution, users can generate this report within NetSuite in minutes. When the data is already there, up-to-date and accurate, there’s no need for manual intervention. With our embedded solution, everything stays in one place. Your AP data lives in NetSuite, alongside your broader financial and operational data. This means your reports are always accurate, up-to-date and easy to generate. No exports, no imports, no headaches. Plus, you can leverage NetSuite’s powerful reporting tools to get deeper insights into your AP performance. ### Support for edge cases enhance users’ trust Integrations often fail when it comes to handling edge cases. Unique approval workflows, custom fields or unusual payment scenarios can throw a wrench into even the most robust connector. Our embedded solution is different; because it’s built natively within NetSuite, it’s flexible enough to adapt to your specific needs. For example, consider an invoice tied to a partially paid purchase order with a credit memo applied. In a traditional integrated system, syncing these transactions across platforms often leads to errors in 3-way match validations. Partial payments and credit memos might not sync correctly, requiring manual intervention to reconcile the differences. Charted handles these scenarios natively, ensuring accurate 3-way matching without the risk of discrepancies. Everything updates in real-time, eliminating the back-and-forth that can delay processes and cause frustration. ### A smoother onboarding experience Adopting a new system is already challenging enough. Add a third-party integration to the mix, and you’ve got a recipe for delays, confusion and frustration. With Charted, onboarding is faster and smoother. Your team already knows how to use NetSuite, so there’s minimal disruption to your operations. It’s like getting a software upgrade, instead of an entirely new way of doing things. ### Why integration-less is [the future](https://charted.com/blog/the-case-for-an-integrationless-ap-automation-platform-the-future-of-ap-automation-and-why-integration-heavy-solutions-will-fade-away/) for a better user experience At first glance, an AP automation platform with a connector might seem like a quick and easy solution—but dig a little deeper, and the cracks start to show. Integrations add complexity, create maintenance headaches and limit your ability to handle edge cases. By contrast, our embedded solution offers a seamless, user-friendly experience that keeps you in NetSuite 100% of the time. So next time a vendor says, “We have a connector,” remember to ask: “[At what cost?](https://charted.com/blog/the-case-for-an-integrationless-ap-automation-platform-breaking-down-the-total-cost-of-ownership/)” And if you’re ready for an AP automation platform that works *with* your ERP, not around it, we’re here to help. Stay tuned for the next post in our series, where we’ll explore the impact of an integration-less solution on [security, fraud and risk management](https://charted.com/blog/the-case-for-an-integrationless-ap-automation-platform-security-compliance-and-risk-management/). Spoiler alert: fewer moving parts mean fewer vulnerabilities. Bernardo Enciso is the founder and CEO of Charted. For more of Bernardo’s insights, you can follow him on LinkedIn [here](https://www.linkedin.com/in/bernardoenciso/). Curious to see the differences between Charted [Bill](https://charted.com/charted-vs-bill/), [Tipalti](https://charted.com/charted-vs-tipalti/) and [Ramp](https://charted.com/charted-vs-ramp/), check out these pages. For a deeper look at why an integrationless AP automation platform is the smarter choice for NetSuite users, download our whitepaper below. [![](https://charted.com/wp-content/uploads/2025/07/Business_Case_Whitepaper_CTA_Banner-32x9.webp "Business_Case_Whitepaper_CTA_Banner - Charted")](https://lp.charted.com/whitepaper-download-the-case-for-an-integration-less-ap-automation-platform?_gl=1*k8q6o6*_gcl_au*MTU0MzQ1Njg4MC4xNzc2NjI1NDUy*_ga*NTQ0NzI0MjEwLjE3NjEwNjczMDk.*_ga_VK75RK0ZKJ*czE3NzY2MjU0NTIkbzMyMyRnMSR0MTc3NjYyNTUyMiRqNTYkbDAkaDA.) **Topics:** AP Automation --- ### [3 Reasons why software & technology companies trust Charted for their NetSuite needs](https://charted.com/blog/reasons-why-software-technology-companies-trust-charted-for-their-netsuite-needs/) **Published:** May 9, 2023 **Author:** bb-admin **Content:** Many Software and Technology companies leverage NetSuite to streamline and manage their back-office system to provide a scalable foundation. As companies grow, more complex businesses processes are introduced, and it is important to ensure these systems are working together to move business forward. With NetSuite’s ERP technology, companies can improve visibility with a comprehensive financial and accounting system, increase efficiency through automated processes, enhance controls, and provide data insight to plan for a brighter future ahead. At Charted, we understand that NetSuite is a large investment for [Software and Technology companies](https://charted.com/case-study/emburse/) and there are many unknowns. For starters, the implementation process might feel daunting, and you are not sure where to start. On the other hand, if you have already implemented NetSuite, you are continuously looking for ways to elevate your experience and get the most out of your investment. Regardless of where you are on your ERP journey, Charted is here to help. In this blog post, we take a deep dive and analyze the top three reasons why Software and Technology companies should leverage Charted to take NetSuite to the next level. #### 1. Years of software industry consulting experience At Charted, we have a combined experience of more than 35 years working with [Software and Technology](https://charted.com/ap-automation-suite/software-technology/) companies with dozens of successful NetSuite implementations for companies anywhere between $20M to $500M in revenue. With over 100 Software and Technology customers, we are happy to connect you to a referral. #### 2. We hold numerous NetSuite certifications We pride ourselves in having SuiteSuccess certification for all software-related NetSuite SKU’s, including SuiteBilling, Advanced Revenue Management and Multi- Book for complex, multi-currency environments. Our Consultants also hold various certifications including SuiteFoundation, Administrator, and SuiteAnalytics. #### 3. Experience with software industry third-party applications We work with integrations between NetSuite and key systems including Coupa, Celigo, FloQast, Snowflake, Gappify, Tipalti, Bill.com, Shiphawk, Pacejet, Experlogix, Concur, Certify, Expensify and more. ### How Charted can help If you have been thinking about making the switch to NetSuite, a [consolidated data](https://charted.com/blog/unlock-financial-security-streamline-financial-operations-and-minimize-risks-with-netsuite/) repository, and looking for a Software and Technology focused partner to help with your implementation process, we would be happy to help. After all, we have had zero failed implementations. To learn more about our best-in-class NetSuite Implementations, please click [here](https://charted.com/netsuite-implementations/). If you are interested in elevating your NetSuite environment, we provide several [optimization](https://charted.com/netsuite-optimizations/) projects including NetSuite health checks, acquisition integrations, NetSuite-native [AP automation solutions](https://charted.com/ap-automation-suite/), customized reports and dashboards, as well as [training services](https://charted.com/support/). If you feel your company could benefit from any of the above and are ready to take the next step in your NetSuite journey, please reach out to us [here](https://charted.com/get-started/). **Topics:** NetSuite Consulting, NetSuite Implementation --- ### [Robust controls and purchasing automation in NetSuite for Biotech firms](https://charted.com/blog/robust-controls-and-purchasing-automation-in-netsuite-for-biotech-firms/) **Published:** January 21, 2021 **Author:** bb-admin **Content:** One of the most critical goals that Biotech companies identify when they look to implement NetSuite is to establish an effective purchasing process that brings both operational efficiencies for the research and development team, while also providing the necessary controls to ensure there is full oversight across current (or forecasted) spend with sound approvals and segregation of duties. NetSuite’s out-of-the-box purchasing capabilities, while strong, are not necessarily setup to address the specific needs of a Biotech organization. This situation makes it incredibly important for companies in the Biotech & Life Sciences space to leverage targeted expertise in order to translate their needs into a functional configuration that will meet their expectations at the time of Go-Live. Charted implementation services for Biotech delivers best practices in order to go beyond NetSuite-native purchasing tools that are designed specifically for the needs of a Biotech firm. In this article, we will highlight three areas of purchasing that organizations find very valuable when they implement NetSuite with us: (1) Security role setup, (2) transaction approvals and (3) vendor bill intake & 3-way match. **Security Roles** One of the benefits of using NetSuite to manage the purchasing process for a Biotech firm is that companies can define “security roles” for everyone that needs to transact in NetSuite. You can think of a security role as a set of permissions that allow you to view and edit (or not) data in NetSuite. This concept becomes especially relevant when it comes to setting up the system to enforce key controls that the organization will require in order to comply with its internal policies, which sometimes may be driven by very strict compliance requirements when an IPO is on the horizon. There are several roles related to purchasing automation that Charted has identified as key for the Biotech organization, which are setup as part of a new NetSuite implementation: - Research Scientist or Engineer - Purchasing Specialist or Buyer - Procurement Manager or Director - Lab Supervisor or Lab Manager - Finance Roles (FP&A, Controller, Accounting Manager, CFO) - CEO for Executive Approvals These roles can be setup in order to accommodate the specific needs of each individual company. The purchasing process in the Biotech space tends to be consistent at its core: R&D requires a high volume of lab equipment or products, a Purchasing person or Department that is responsible for coordinating the process and/or negotiating rates with vendors, and a Finance Department that is responsible for bringing controls into the process in order to avoid fraud and ensure adherence (and ongoing visibility) to the annual spend that was forecasted for the organization. **Transaction Approvals** With Security Roles configured and enabled in NetSuite, Biotech organizations will also need to establish a purchasing approval process that will allow them to comply with their internal controls to satisfy their audit needs. This is where NetSuite and Charted bring a large amount of value through our best practices for Biotech, which in addition to establishing the corresponding Security Roles previously discussed, we can deliver approval flows that can be adjusted to address specific needs. For example, below is a conceptual flowchart of a commonly used **Purchase Order approval flow for Biotech that [Charted delivers](https://charted.com/ap-automation-suite/biotech-life-sciences/) as part of an implementation**. This process can incorporate requisitions initiated in NetSuite or coming from external systems or sources. Please note how there are several controls introduced, starting with a validation of a threshold amount (which is defined on a company-by-company basis) and then extra controls for those transactions that exceed the threshold, going all the way up to the CFO or CEO for approval if such transactions are for large amounts. Finally, the Finance team is inserted as a key player in the approval process, making sure that there is a validation step to ensure that the purchase is in fact considered within the budget of the firm. [![](https://charted.com/wp-content/uploads/2025/09/Picture1.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Picture1.webp) **Vendor Bill Intake & 3-Way Match** Once PO’s have been approved and issued, the Accounts Payable process comes in. When adding Charted [AP Automation Suite](/ap-automation-suite/), [AI-Enabled OCR & Invoice Scanning](/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning-for-netsuite/) solution for NetSuite, companies benefit from a number of features to better manage the invoice intake process. For example, below is a screenshot of the side-by-side view of the vendor invoice and the information captured in NetSuite, which is a proprietary feature from Charted. Invoices can be emailed into NetSuite or dragged-and-dropped into the screen for processing. The finance team will be able to streamline the process to easily get invoices paid. ![](https://charted.com/wp-content/uploads/2025/09/Picture2.webp "- Charted") As an additional layer of compliance, Charted delivers a unique [3-way match validation](https://charted.com/blog/how-3-way-match-simplifies-your-approval-process/) check to ensure vendor bills are paid within what has been approved by Purchase Orders. Charted AI-Enabled OCR & Invoice Scanning will validate every single line in the invoice and compare against the PO’s associated to the vendor bill, as well as provide a comprehensive summary of any discrepancies that will need to be reviewed by the R&D Management team or the Finance department. ![](https://charted.com/wp-content/uploads/2025/09/Picture3.webp "- Charted") These are just a few examples of how NetSuite and Charted can deliver a Biotech-specific NetSuite implementation to your organization to help save countless administrative hours. From defining security roles, to establishing approvals and delivering line-by-line 3-way match validation, our team will ensure that your company brings the best controls along with key efficiency gains to make sure your organization is ready to scale. Contact us today to learn more about our curated NetSuite implementation plans and proprietary add-ons. To learn more about our experience in this industry, please visit: **Topics:** NetSuite Consulting, NetSuite Managed Services --- ### [Optimize NetSuite with Charted: A project overview, part one ](https://charted.com/blog/optimize-netsuite-with-charted-a-project-overview-part-one/) **Published:** October 30, 2025 **Author:** Alicia Sgromo **Content:** Too often, organizations accept marginal value from their NetSuite instance. The initial implementation begins as a basic project and limited adoption follows. Expertise is lacking, functionality isn’t implemented, and the project becomes an expensive reminder that change is hard. This common scenario means many companies have NetSuite, but continue to miss out on robust financial management, and are not achieving the ROI for a costly ERP system. So, how can you get more from NetSuite? Learn from your implementation experience. To truly upgrade your NetSuite environment, treat your optimization project as the serious undertaking it is, and start realizing true value out of NetSuite. Your first step to optimizing your NetSuite environment is partnering with an expert who can help you identify, prioritize, and implement impactful, lasting change. Also read: [A Beginner’s Guide to NetSuite Optimization: Pain Points, Use Cases, and a Roadmap](https://charted.com/blog/a-beginners-guide-to-netsuite-optimization-pain-points-use-cases-and-a-roadmap/) For a decade, the services team at Charted has been a premier NetSuite-only Alliance partner. Our certified team of experts has guided companies in optimizing their NetSuite environment, alongside providing ongoing NetSuite support, and clearing the path for finance teams with financial automation solutions. With extensive technical NetSuite know-how and industry specialization in software, biotech, and [manufacturing and distribution](https://charted.com/ap-automation-suite/manufacturing/), Charted consultants help companies leverage NetSuite’s full capabilities and align their financial processes to evolving business needs. *“Charted has helped us through extensive updates, implementing mass changes and updates at a pace much quicker than we could have achieved on our own. We’re currently utilizing about 4 hours per month. If we didn’t have Charted support, we would be spending twice as many hours internally. We’ll still be utilizing Charted support and might even need to increase our support hours.”* – Brandon King, Financial Controller, Service Compression Read the [case study here](https://charted.com/case-study/service-compression/). ### An optimization project overview Charted employs a proven [optimization process](https://charted.com/services/netsuite-optimizations/) for NetSuite, one that starts and finishes with client goals. Starting off with important questions like: - What needs to be fixed? - How can manual tasks be automated and processes streamlined? - Where can risk be reduced? Ensuring these questions have been solved for is also a key mark of project success, measured in greater financial accuracy, efficiency, and productivity. The scope and duration of an optimization project with Charted experts can vary, but most span 90 days. Here’s a breakdown of a typical project: ### Meet the team For a high-quality NetSuite optimization project, it’s essential to have the right people together at the onset. Depending on project type, client company size, and industry, this might include the CFO, controller, or finance department head(s) and members of the department that the project targets, like accounts payable (AP), [accounts receivable (AR)](https://charted.com/blog/optimize-netsuite-with-charted-a-project-overview-part-one/), inventory managers, and others. The Charted team will include a project sponsor who provides direction and motivation, resolves roadblocks, and promotes change, a senior solutions architect to handle NetSuite design, and a functional consultant to build process tools. A project manager will keep the entire project on time and within budget. ### Define the project scope, methodology, and governance With team members identified, project goals and scope can then be defined. Optimization project examples include process refinement (like AP, AR, or inventory management), an in-depth system health check, an acquisition integration, or deploying a new functionality. A budget is earmarked and communicated, and a timeline is agreed upon. The project manager sets weekly 30-minute meetings to discuss updates, project milestones, and accomplishments. Roadblocks, issues, and risks are addressed, and the budget is continuously reviewed. ### Analysis and documentation Next, Charted consultants begin a thorough analysis of all the current steps surrounding the project target. The team will ask plenty of questions about the systems used and processes followed. They start with the big picture: what would you like to improve? And eventually drill down into the minutiae like who buys printer paper, and what is the process for getting that done? In an AP process improvement project, for example, consultants will ask about the details: - What supplies do you purchase, and from who? - Who has to approve purchases, and how is approval given? - Do you keep an inventory? - How is that inventory tracked? - How do you onboard new vendors? - How do you pay vendors? - How do you track payments? - What systems do you use, and who manages them? (Sharepoint, Box, Quickbooks, Bill.com, Coupa…) ### Conclusion It can seem like a lot of work to get an optimization project up and running, but in order for the full value of NetSuite to be realized, a project of this nature has to be undertaken with a high level of care and attention to detail. In part two, we’ll discuss execution, go-live, and achieving a high degree of ROI. **Tags:** NetSuite Implementation, NetSuite Support **Topics:** NetSuite Consulting, NetSuite Implementation, NetSuite Optimization --- ### [What's new with Charted: Introducing the new Charted look](https://charted.com/blog/whats-new-with-charted-introducing-the-new-charted-look/) **Published:** June 23, 2026 **Author:** Alicia Sgromo **Content:** **Charted has a fresh new look**. We’ve redesigned the Charted interface embedded inside NetSuite to be cleaner, more intuitive, and more focused on the work you came to do. Starting today, every user can opt in whenever they’re ready. ## A redesigned interface, built around how you work The new interface brings a more modern, streamlined experience across the app, with improvements driven directly by customer feedback: - **Refreshed experience**. A cleaner, more intuitive navigation experience throughout the app, so the tools you use most are easier to find. - **Improved page filters.** Active filters are now listed at the top of each page for better visibility, a frequently requested improvement. - **More screen real estate.** The redesigned layout keeps you focused on the task at hand, with less scrolling and more of what matters on screen. ![Screenshot of NetSuite invoice inbox showing three invoices with statuses Ready and Duplicate in a list view.](https://charted.com/wp-content/uploads/2026/06/image-32x8.webp "image - Charted")## Trying the new look The new interface is opt-in and user-specific, so each member of your team can switch whenever they’re ready. There are no account-wide changes and no disruption to anyone’s workflow. To make the switch, click the blue Try the new Charted look button in the upper right corner of the app. Prefer the classic view? You can switch back at any time. ![Charted dashboard header showing a blue top navigation bar and a highlighted blue button reading 'Try the new Charted look'. A left sidebar is partially visible.](https://charted.com/wp-content/uploads/2026/06/image-1-32x6.webp "image - Charted")For step-by-step instructions, FAQs, and details on switching back, see our guide: [Trying the new Charted interface](https://docs.charted.com/ap-automation/charted-faqs/platform/how-do-i-enable-the-new-charted-user-interface-experience). ## Just the beginning The redesigned interface also lays the groundwork for several features we’ll be rolling out in the coming months, including some major improvements to [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) and [Vendor Onboarding](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/) we think your team will really appreciate. Stay tuned. Have questions about the new interface? [Schedule a consultation](https://charted.com/get-started/) with our team of NetSuite and AP automation experts—we’re happy to walk through what to expect. **Tags:** NetSuite Native, Product Updates **Topics:** Product Updates --- ### [How Charted Invoice Automation picks up where NetSuite Bill Capture capabilities end](https://charted.com/blog/how-charted-invoice-automation-picks-up-where-netsuite-bill-capture-capabilities-end/) **Published:** June 16, 2026 **Author:** Alicia Sgromo **Content:** If you’re running accounts payable in NetSuite, you’ve already made the right call, by: keeping accounts payable (AP) operating within the ERP your finance team uses every day. No middleware, no second database to reconcile, no separate audit trail. That’s why so many teams start their AP journey with [NetSuite Bill Capture](https://www.netsuite.com/portal/products/erp/financial-management/finance-accounting/accounts-payable-software/invoice-management/invoice-capture.shtml). It’s already there. It’s native. And for a finance leader trying to move off a third-party tool, or a manual process, Bill Capture looks like the path of least resistance. At Charted, there’s a pattern we see often. Teams adopt NetSuite Bill Capture, get a few months in, and start running into the same wall—it captures invoices, but it doesn’t actually run AP. The closer your team gets to month-end, the more visible the gaps become: PO matching that loses context, email ingestion that doesn’t sync, approvals that demand a NetSuite license for every single reviewer, and due dates that arrive blank. This isn’t a knock-on Bill Capture; it’s a great product that does the basics it was scoped to do. It’s a question of whether basic invoice capture is sufficient for the complexity of your AP team’s work. For most growing finance teams, the answer is no. Here’s what Charted Invoice Automation adds, built natively inside NetSuite, on the same Vendor Bill record your team already uses. ## Where NetSuite Bill Capture stops, and where AP teams need more NetSuite Bill Capture handles two things: invoice OCR and basic PO matching. Everything else—approval routing, accrual entries, payment execution, vendor onboarding, credit memos, complex matching scenarios—falls back to manual work, separate add-ons, or workarounds. Common gaps finance teams hit: - **PO matching that drops context.** NetSuite Bill Capture matches at the header. When an invoice is tied to a partial receipt, is split across multiple POs, or needs line numbers and descriptions to be useful, the system can’t tell your team what they need to know. Cross-referencing in NetSuite and Excel becomes the actual workflow your team has to rely on. - **Email ingestion requires constant intervention.** Forwarding invoices from a shared mailbox should be the simplest part of AP. When that breaks, every invoice becomes a manual re-forward. - **Sticky notes and approval comments that don’t behave.** The native NetSuite features holding your audit trail together can stop working as expected once Bill Capture is in the workflow. - **Approvals requiring a NetSuite license for every approver.** With multi-step rules based on department, dollar amount, and location, every department head and project lead who touches an invoice becomes a licensing line item, often $1,500 or more per occasional approver, per year. - **No native credit memo handling.** NetSuite Bill Capture doesn’t let you create credit memos directly from the processing screen or attach a PDF to the approval. - **Capture **gaps.**** NetSuite Bill Capture doesn’t carry line level custom fields through at the moment of capture, so context that matters for approval and coding gets dropped; AP has to fill it in by hand on every bill. These aren’t theoretical issues. They’re the problems AP managers raise when a Charted team member asks what’s broken. ## How Charted Invoice Automation enhances what NetSuite Bill Capture started Charted is a [certified NetSuite SuiteApp](https://www.suiteapp.com/Charted-AP-Automation), built directly on the native Vendor Bill record. There’s no separate “Scanned Vendor Bill” record type to convert. No middleware. No external database. Your existing custom fields, saved searches, and approval chains carry over without reconfiguration. Here’s what that means in practice for the gaps above. ### Real PO matching, at the line level Charted [Three-Way Match](https://charted.com/ap-automation-suite/real-time-3-way-match/) validates every line in real time, right on the Vendor Bill. It compares invoice lines against PO and receipt lines as your team works—quantities, unit prices, line details—surfacing the line number, description, and PO context that AP teams can actually use. For partial receipts and invoices tied to multiple POs, Charted calculates overage cumulatively across all related bills, not per transaction. Tolerances are configured at four levels: global, subsidiary, vendor, and item, by amount, percentage, or quantity. Matched invoices flow into approval automatically; exceptions route with full context. ### AI that captures more and codes for you Charted [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) delivers 95%+ field-level AI-powered OCR accuracy, including line items, compared to roughly 70–80% on Bill Capture. More importantly, it learns each vendor’s GL coding logic from your NetSuite history, so the same vendors no longer get re-keyed every month. For high-confidence invoices—trusted vendors, perfect PO matches—[Touchless Invoice Processing](https://charted.com/blog/how-does-ai-invoice-processing-work-and-why-does-it-keep-failing-finance-teams/) creates the bill automatically with zero clicks. Customers automate 25% or more of invoice volume this way. And for the edge cases that break every other tool? [AI Directions](https://charted.com/blog/netsuite-ap-automation-edge-cases-how-ai-directions-handles-the-invoices-that-break-every-other-tool/) lets your team write plain-English instructions like “pull start and end dates from each line” or “route this vendor to the project lead,” no code, no IT ticket. Custom fields populate. Conditional routing fires. Non-standard data lands where you need it, reliably. ### Approvals that don’t require a NetSuite license Charted [Approval Automation](https://charted.com/ap-automation-suite/approval-automation/) handles unlimited approval hierarchies and multi-tier, conditional approvals by GL, vendor, amount, department, location, or any NetSuite field. If you can describe the rule, it gets built. What matters for licensing: approvers act directly from their regular email inbox, with one click to approve or reject. No NetSuite login. No license is required. The email includes line items, GL coding, and the invoice attachment in-thread. Every action, timestamp, and comment is captured in the native Vendor Bill record for SOX and audit pulls. For a team running multi-step approvals across departments, dollar amounts, and locations, it’s the difference between a workflow that scales and a licensing bill that doesn’t. ### Credit memos, custom fields, and the details that matter Charted supports credit memos directly in the invoice processing workflow. OCR pulls your important line level custom fields. PDFs are attached to approval emails so reviewers can see what they’re signing off on. These aren’t headline features. They’re the daily friction points that make the difference between AP automation that works and AP automation that needs a workaround for every transaction. ### One unified system, not a stack of add-ons NetSuite Bill Capture is the front end. SuiteApprovals is a separate add-on. Electronic Bank Payments handles some payments. [Accrual Automation](https://charted.com/ap-automation-suite/expense-accrual-automation/) doesn’t exist at all within this workflow. Each piece is a separate purchase, separate configuration, and separate audit trail. Charted brings the full AP lifecycle together inside NetSuite: - **Invoice Automation**: AP Inbox, Invoice AI, AI Directions, Three-Way Match, and Approval Automation, all on the native Vendor Bill. - **Payment Automation:** Domestic ACH, international payments to 200+ countries, in-house and outsourced check printing, all from one Ready for Release queue, with cash staying in your bank until execution. - **Accrual Automation**: Auto-generated accrual estimates, journal entries, and reversals that typically saves two to three days off month-end close. No other NetSuite-native AP vendor offers this. - **Vendor Onboarding:** Secure, portal-free vendor intake with banking details that bypass email entirely. One audit trail. One source of truth. No connectors to maintain. ## The questions worth asking If you’re running NetSuite Bill Capture today and the gaps are starting to show, the right question isn’t “is it native?” It’s whether the system you’re using actually supports the way your AP team works. A few worth answering: - When an invoice ties to a partial receipt or multiple POs, can your team see line-level context without leaving NetSuite? - How many of your approvers hold a NetSuite license today only because they approve invoices? What does that cost annually? - When OCR misreads a field or your vendor sends a non-standard format, who fixes it, and how often? - What does your team do at month-end to build accrual estimates, and how many days does that add to close? **If any of those questions are uncomfortable, you’ve outgrown invoice capture. You need invoice automation.** [Ready to see the difference?](https://charted.com/ap-automation-suite/invoice-processing-automation/) Charted runs entirely inside your existing NetSuite instance—no integration to evaluate, no middleware to vet, no data leaving your environment. Most customers are live in weeks, not quarters. [Schedule a demo with us today.](https://charted.com/get-started/) **Tags:** AP Automation, NetSuite Native **Topics:** Accrual Automation, AP Automation, Approval Automation, Invoice AI, Invoice Automation, Real-Time 3-Way Match --- ### [Best practices for PO matching in NetSuite](https://charted.com/blog/best-practices-for-po-matching-in-netsuite/) **Published:** June 11, 2026 **Author:** Alicia Sgromo **Content:** Purchase orders are supposed to be the control point of your procure-to-pay process. They’re the moment when spend gets committed, budgets get checked, and downstream accounts payable (AP) work gets easier. In practice, they’re often the opposite: a backlog of half-completed records, mismatched receipts, and approval chains that slow the business down instead of protecting it. If your team is spending more time chasing POs than using them, the problem usually isn’t NetSuite. It’s how POs are structured, approved, and matched. Get those three things right, and the PO becomes the single most valuable record in your AP cycle. Get them wrong, and every downstream process (receiving, matching, accruals, payment) inherits the mess. Here are three best practices that consistently separate finance teams who run a clean PO process from those who don’t. ## 1. Design PO data for matching, not just for issuance Most PO problems show up when matching, whether that is two or three-way match; but they originate at PO creation. A purchase order that looks complete to a buyer is often missing the structure the AP team needs to match an invoice cleanly weeks later. The ultimate aim is to design your PO data model around what has to reconcile downstream (line-level detail, units of measure, expected receipt dates, and GL coding), not just what’s required to send the order to the vendor. A few specific practices result in pay-off: - **Enforce line-level itemization.** Lump-sum POs (“Services, $50,000”) are the single biggest cause of match failures and manual coding work. Break services into deliverables, milestones, or time-based lines so invoices can match against something real. - **Standardize units of measure at the item level.** When the PO says “case” and the invoice says “each,” your match logic breaks and your AP clerk becomes a translator. Lock units of measure at the item record so it’s consistent across every PO. - **Code the PO, not the bill.** General ledger (GL) accounts, departments, classes, and locations should be set when the PO is issued, not negotiated later when the invoice arrives. This is also when budget owners are paying attention; after the fact, no one remembers. - **Capture expected receipt and invoice dates.** These fields drive accrual logic, aging reports, and cash forecasting. Leaving them blank is a quiet but expensive habit that will eventually cost you time. The rule of thumb is: if AP has to interpret the PO to process the invoice, the PO wasn’t finished or set up correctly. ## 2. Build approval workflows around risk, not hierarchy The most common PO approval design is also the most flawed. Every PO routes up the org chart until it hits someone senior enough to sign off. It feels safe, but it creates two problems at once: low-risk POs get stuck behind executive inboxes, and high-risk POs get rubber-stamped by approvers who don’t have time to actually review them. A better approach is to route based on risk attributes (amount, vendor, category, entity, budget status) and reserve human judgment for the decisions requiring that level of sign-off. What this looks like in practice: - **Tier by spend and category, not just dollar amount.** A $25,000 software renewal with a strategic vendor is a different decision than a $25,000 one-time purchase from a new supplier. Route them differently. - **Use budget checks as a gating step, not an afterthought.** If the department is already over budget, the PO shouldn’t reach an approver until finance has weighed in. Catching this upstream prevents the awkward conversation downstream. - **Separate new-vendor POs from repeat-vendor POs.** First-time vendors carry compliance, tax, and fraud risk that recurring vendors don’t. They deserve a different path, usually one looping in procurement or finance ops. - **Make approvals frictionless for approvers.** If your VPs have to log into NetSuite to approve a $2,000 PO, they’ll batch their approvals once a week, and your PO cycle time will reflect it. This is exactly the gap Charted [Approval Automation](https://charted.com/ap-automation-suite/approval-automation/) is built to close: approvers can act on POs directly from their email, on any device, without needing a NetSuite license, and every decision is still logged to the NetSuite record in real time. Complex approvals are managed with sophisticated routing by amount, entity, department, vendor, or any NetSuite field, all configured without scripting so finance can re-tier flows without an IT ticket. - **Audit approval patterns quarterly.** Look for approvers who approve 100% of POs in under 30 seconds. That’s not a workflow. That’s a stamp. Re-assess those flows. The goal isn’t more approvals. It’s the right approval at the right time, by the person closest to the decision. All tracked in NetSuite, maintained directly within your audit trail. ## 3. Close the loop with receiving and three-way match A PO that never gets matched is just a wish. The final discipline, and the one that’s most often neglected, is closing the loop between the PO, received goods or services, and the invoice. Three-way match is the control that protectings your business from overbilling, duplicate payments, and unauthorized spend. But it only works if all three documents exist, are accurate, and are reconciled in real time. In too many organizations, receiving is treated as optional, match exceptions pile up in a queue no one owns, and AP ends up paying off the invoice and “trueing up” later, hoping everything aligns after the fact. These best practices hold the line: - **Make receiving non-negotiable for goods, and milestone-based for services.** Every line on a PO needs a receipt event, even if it’s a confirmation that a service was delivered. No receipt, no payment. - **Match in real time, not at month-end.** Batch matching at close is how exceptions become emergencies. Charted [3-Way Match](https://charted.com/ap-automation-suite/real-time-3-way-match/) validates the PO, receipt, and invoice at the line level the moment a bill is captured, so variances surface while the context is still fresh, not three weeks later in a reconciliation spreadsheet. - **Define tolerance thresholds explicitly.** Decide in advance what variance is acceptable, by dollar, by percentage, by category, and let the system auto-approve within tolerance and escalate outside it. Tolerance policies that only exist in someone’s head don’t scale. Configurable tolerances at the subsidiary, vendor, or item level let you encode the policy directly into the match logic. - **Assign ownership for exceptions.** Match failures are not an AP problem. They’re a procurement problem, a receiving problem, or a vendor problem, and they need a named owner with a service-level expectation for resolution. - **Track match rate as a KPI.** First-pass match rate is one of the cleanest indicators of process health you have. If it’s below 80%, the issue is almost always upstream, in PO creation or receiving, not in AP. When the loop closes consistently, accruals get more accurate, month-end gets shorter, and audit prep stops feeling like an archaeology project. ## The throughline These three practices share a common thread: they treat the purchase order as a financial control, not an administrative form. The PO is where spend gets committed, where budget gets reserved, and where the data that drives the rest of the AP cycle gets created. Investing in PO discipline pays compounding returns: cleaner invoices, faster close, fewer exceptions, and a procure-to-pay process that scales with the business instead of slowing it down. The teams who run this well don’t have more rules. They have better-designed ones, applied consistently, and built around how the work flows. If you’re rethinking how POs, approvals, and three-way match should work together inside your NetSuite instance, [see how Charted brings these controls together to live directly inside NetSuite](https://charted.com/ap-automation-suite/). **Tags:** AP Automation, Invoice Management, NetSuite Native **Topics:** NetSuite Consulting, Real-Time 3-Way Match --- ### [What's new with Charted: Vendor credits in Invoice AI, simpler ACH onboarding, and introducing Charted Clerk](https://charted.com/blog/whats-new-with-charted-vendor-credits-in-invoice-ai-simpler-ach-onboarding-and-introducing-charted-clerk/) **Published:** April 24, 2026 **Author:** Alicia Sgromo **Content:** Our latest releases brings support for vendor credits to Invoice AI, a major shift in how vendors are onboarded for ACH, a brand-new AI assistant on the Charted homepage, smoother workflows in split-screen, and no more limits on queued check batches—all without leaving NetSuite. ## Invoice AI: Vendor credits now supported One of our most-requested features has landed: [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) now supports vendor credits alongside vendor bills. Credits can flow through the same AI-powered inbox your team already uses for bills, giving you a single place to review every incoming document regardless of type. ![Charted Invoice AI now supports vendor credits](https://charted.com/wp-content/uploads/2026/04/Vendor-credits-32x11.webp "Vendor credits - Charted")For a step-by-step walkthrough, see [How do I process vendor credits with Invoice AI](https://docs.charted.com/ap-automation/charted-faqs/invoice-ai/how-do-i-process-vendor-credits-with-invoice-ai) in our documentation. ## Payment Automation: ACH onboarding becomes opt-out, not opt-in Vendors previously had to actively opt in (via email) to receive ACH payments, which created friction and left many vendors on paper checks by default. Now, [Payment Automation](https://charted.com/ap-automation-suite/payment-automation/) flips the model: vendors are given a **10 business day window to opt out** after receiving the payee invitation email. If they don’t respond, they are automatically eligible to be paid via ACH using the payment information you already have on file. The result is more vendors on ACH, faster, with less back-and-forth from your AP team. ## Meet the Charted Clerk Say hello to the **Charted Clerk**, a new AI assistant available within the Charted SuiteApp and [Charted product documentation](https://docs.charted.com/). To get help from the Charted Clerk, click the blue icon in the bottom right-hand corner of the Charted app in NetSuite, or click on the Ask button beside the search bar at the top of the product documentation page. Clerk can help you find answers, surface relevant documentation, explain features, and guide you through Charted workflows, all sourced from official Charted documentation. ![Charted Clerk AI Assistant screenshot](https://charted.com/wp-content/uploads/2026/04/Charted-Clerk-20x32.webp "Charted Clerk - Charted")## Invoice AI: A new context bar in split-screen view When reviewing documents scanned via [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/), you will now see a new context bar at the top, showing the transaction type and document number of the bill or credit you’re reviewing. No more second-guessing what you’re looking at or its approval status. The context bar also gives you a quick way to remove a document from the inbox while you’re reviewing it—no more jumping back to the inbox to remove the document. ## Check Printing: No more limits on queued batches The previous cap of six ready-to-print check batches is gone for customers using [Charted Check Printing](https://charted.com/ap-automation-suite/advanced-check-printing/). Teams can now queue up as many check batches as they want and print the PDFs whenever they’re ready—a meaningful unlock for companies running high check volume or staggered print schedules To update or streamline your AP operations with the latest from Charted, [schedule a consultation](https://charted.com/get-started/) with our team of NetSuite and AP Automation experts. **Tags:** AP Automation, Invoice Management, Payment Automation, Product Updates **Topics:** AI, Check Printing, Invoice AI, Payment Automation, Product Updates --- ### [NetSuite-native AP automation: “Being inside is what really matters,” according to NetSuite’s founder](https://charted.com/blog/netsuite-native-ap-automation-being-inside-is-what-really-matters-according-to-netsuites-founder/) **Published:** October 7, 2025 **Author:** Alicia Sgromo **Content:** Today at SuiteWorld 2025, NetSuite’s founder, Evan Goldberg, has put an emphasis on the important role accounts payable plays in helping organizations manage cash flow, control costs, and build stronger vendor relationships. Any AP professional, Controller, or CFO knows how true this is. But what’s really important? According to Evan Goldberg, when it comes to payments processing in NetSuite, “being inside is what really matters.” Which means staying NetSuite-native, fully integrated, and keeping your data in NetSuite where it belongs. [Charted](https://charted.com/), formerly SquareWorks Consulting, has been a driving force in NetSuite-native AP Automation since 2016. Charted provides instant visibility into every invoice, approval, and payment, keeping your data where it belongs—in NetSuite. Without automation, the AP function can quickly grow out of control, leading to delayed payments for vendors, spending too much on wire transfers or check payments, and delays in closing the books. International payments can be extremely complicated for small teams to handle, and costs can balloon if not handled properly. Automation can also make a huge difference when handling accruals—turning generalized information into strategic planning with intelligent spend analysis and automated reversals when invoices are processed to prevent double-counting and eliminate manual reconciliation. If your team is worried about: - Up-to-date data, syncing issues, or connectors failing. - How to get approvals done quickly and efficiently. - Complicated invoices, like multi-subsidiary processing or custom fields. - Where your data lives, including sensitive vendor data and payment methods. - Owning your vendor relationships with secure vendor onboarding that lives inside NetSuite. - A payment solution that can handle both domestic and international payments while reducing costs. You deserve an accounts payable solution that not only understands your NetSuite needs but is designed to transform your business processes so you can get the most out of your NetSuite investment. With solutions like [Advanced Vendor Onboarding](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/), [International Payments](https://charted.com/ap-automation-suite/international-payments/), and [Approval Automation](https://charted.com/ap-automation-suite/approval-automation/), Charted offers AP solutions designed to handle your most complex accounting problems no matter where your company, subsidiaries, or your vendors are located worldwide. In addition to the usual offerings, at Charted we also want to meet the distinct needs of our customers, which is why we continue to support [Check Printing](https://charted.com/ap-automation-suite/advanced-check-printing/) and clear up the chaos of accruals with [Accrual Automation](https://charted.com/ap-automation-suite/expense-accrual-automation/). Our AI capabilities are bringing you advanced functionality; natural language capabilities offered by [Charted Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/), launched in 2024, are only the beginning. We’ll be launching our newest feature later this year, to further minimize the daily touchpoints involved in accounts payable processes, streamlining your AP workflow even more. Get more time back, with a platform you can trust. To learn more about all the AP Automation capabilities Charted can bring to simplify your AP workflow and elevate financial operations, contact us [here](https://charted.com/get-started/). **Tags:** AP Automation, NetSuite Native **Topics:** Advanced Vendor Onboarding, AP Automation, Approval Automation, International Payments --- ### [The complete guide to AP automation in NetSuite, Part 2: Integrated vs embedded platforms](https://charted.com/blog/the-complete-guide-to-ap-automation-in-netsuite-part-2-integrated-vs-embedded-platforms/) **Published:** November 8, 2025 **Author:** Alicia Sgromo **Content:** In the [first blog in this series](https://charted.com/blog/the-complete-guide-to-ap-automation-in-netsuite-part-1-a-strategic-roadmap/), we discussed what accounts payable (AP) automation actually is, why it’s increasingly valuable to CFOs, when to invest in it, and how to track the ROI of such an important investment. In part two, we discuss the importance of weighing your approach: integrated automation tools, versus an embedded one. ### The two paths of AP automation: Integrated vs embedded API connections and integrations are a standard component of any organization’s tech stack. But with most lessons learned about accounts payable, the standard way of doing things often isn’t the most efficient. What exactly is the difference between an integrated or embedded automation tool for NetSuite? Most accounts payable automation platforms fall into one of two categories: **1. Integrated platforms** Standalone tools (e.g., Bill.com, Tipalti) connect to NetSuite using APIs or connectors. This means your AP data lives in two systems, and the sync layer becomes a fragile middleman. **Challenges:** - Users need to learn and use multiple systems. - Approvals and payments happen outside of NetSuite. - Data must be synced—often hourly or daily. - Updates to NetSuite can break the connection. - Reports, audit trails, and error resolution are split across tools. **2. Embedded, integrationless platforms** This is a newer class of solution—one built to live *inside* NetSuite. There’s no connector. There’s no external interface. AP automation runs natively, because it was designed *specifically* for NetSuite. **Advantages:** - One interface; everything happens in NetSuite. - No connectors or integrations required. - Real-time data for reporting and single source of truth. - Lower security risk and compliance friction. - Seamless reporting, audit, and payment workflows. Think of it like moving from a third-party browser plug-in to a built-in browser feature. It’s native, reliable, and doesn’t break. For more information on the future of Integrationless automation, read our blog [here](https://charted.com/blog/the-case-for-an-integration-less-ap-automation-platform-the-future-of-ap-automation-and-why-integration-heavy-solutions-will-fade-away/). ### Key features to expect in a modern AP Automation platform Robust AP automation platforms share a few non-negotiable characteristics. These features aren’t just conveniences—they define the effectiveness, scalability, and security of your finance operations inside NetSuite. **Invoice capture: Moving beyond OCR** Traditional OCR is a legacy technology, often delivering average results and forcing manual corrections. Today, AP teams are embracing **AI-powered invoice capture**—like Charted Invoice AI—which outperforms OCR by: - Recognizing a wide range of vendor formats. - Accurately extracting both header and line-item details. - Pre-coding GL accounts, subsidiaries, and other key fields using contextual learning. - Providing the ability to add AI directions to manage more complex use cases. This approach minimizes human intervention and accelerates invoice readiness. Further reading is available on our blog, on topics like [OCR Accuracy](https://charted.com/blog/understanding-ocr-accuracy-how-its-measured-and-why-it-matters/) and how [AI is Revolutionizing Invoice Processing](https://charted.com/blog/revolutionizing-invoice-processing-with-squareworks-invoice-ai-the-future-of-financial-automation/). **Approval workflows: Native, configurable, and auditable** Approval delays are often the top bottleneck in AP. This may come in different flavors, such as delayed approvals, chasing down hundreds of emails flying around, and generally creating a lot of confusion for internal stakeholders. A strong platform enables: - Role-based and rules-based workflows that mirror your business hierarchy. - In-NetSuite approvals, as well as email-based approvals. - A full audit trail for every decision, making compliance easier during audits. - Ability to delegate approvals when out of office. When approvals happen outside NetSuite, audit integrity and visibility suffer. Native workflow tools solve that by keeping every action tied to the actual transaction. **Vendor payment onboarding & vendor management** Managing vendor relationships begins with a secure and scalable onboarding process. Working with vendors should be easy and automated. The top AP automation solutions improve vendor relations by: - Automating W-9 collection, banking details, and compliance checks. - Validating and flagging banking mismatches before payment. - Embedding approval workflows into vendor creation. - Enabling an easy way to request new information from existing vendors. - Allowing an easy way to update existing vendor records. The goal is to balance speed with security, while reducing back-and-forth emails between AP and procurement. **Real-Time 3-Way Match: Automation that reflects reality** Three-way matching is central to AP controls—but it’s also complex. An intelligent platform should: - Perform real-time validation between invoice, PO, and receipt. - Support partial receipts, over-deliveries, and returns. - Handle credit memos, discounts, and multi-subsidiary allocations. - Allow special approvals to be triggered based on three-way match exceptions. These nuances matter. By performing three-way matching inside NetSuite in real-time, you maintain transactional accuracy without manual reconciliation. **Payment execution: Secure, compliant, and streamlined** Payments are the most sensitive phase of the AP process—and often the most overlooked in automation evaluations. Look for a platform that: - Enables direct-to-bank payments without bank file exports. - Allows users to approve payment batches for additional security. - Supports ACH, wire, check, and global payment rails natively. - Reconciles payment status automatically within NetSuite. Manual file uploads and external banking portals introduce risk. Embedded payment workflows eliminate those vulnerabilities. **Real-time reporting & insights** Strategic finance requires timely, accurate data. Embedded AP automation solutions: - Leverage NetSuite’s native reporting engine. - Centralize all AP activity for slice-and-dice analytics. - Offer real-time visibility into accruals, pending approvals, and payment status. With everything housed inside NetSuite, unlock faster closes and data integrity you can trust. ### Security, compliance & maintenance: The hidden costs of connectors It’s easy to underestimate the long-term burden of integration-heavy platforms. Connectors introduce hidden liabilities in the form of: **Constant maintenance** Every NetSuite release requires connector re-validation. Small API changes can break sync and stall invoice processing for days. IT teams end up chasing patches instead of building value. **Data vulnerabilities** When AP data lives outside NetSuite, security weak points multiply: - File-based payment exports can be intercepted. - Multi-system authentication expands the attack surface. - Audit trails become fragmented and unreliable. **Compliance complexity** Industries governed by SOX, HIPAA, GDPR or industry-specific audit frameworks need a single source of truth. With split systems, organizations face: - Increased audit prep time. - Additional documentation requirements. - Risk of non-compliance from missing or inconsistent data. By contrast, **embedded solutions operate entirely inside NetSuite**. You get: - A unified audit trail. - Role-based access controls natively aligned with NetSuite’s security model. - Fewer systems to govern, patch, and certify. Security isn’t just about encryption—it’s about reducing moving parts. ## Final considerations: What to ask vendors Before selecting an AP automation partner, ask questions that go deeper than feature lists: - Is the solution built inside NetSuite or does it rely on an external platform and sync layer? - How often do customers experience sync issues or reconciliation errors? - What does it take to maintain the integration with every NetSuite upgrade? - Can every AP function—invoice intake, approvals, payments, reporting—be performed within NetSuite itself? - What is the total cost of ownership (TCO) including IT hours, connector fees, audit prep time, and rework from errors? These questions reveal the true operational cost—not just the subscription price—of your AP investment. ## Conclusion: The future is native Automation is no longer a differentiator—it’s an expectation. The next evolution is **native automation**: platforms built within your ERP that reduce complexity, increase speed, and eliminate risk. Finance leaders are looking beyond functionality to architectural simplicity. AP platforms that live inside NetSuite—versus those that orbit it—offer: - Greater reliability and fewer sync failures. - Real-time visibility without reconciliation delays. - Stronger compliance posture with less audit prep. - Lower TCO with less IT overhead. The choice is no longer between automation and manual processes. It’s between disjointed and embedded. Integration-less AP automation isn’t just a better tool—it’s a smarter model for NetSuite-driven businesses. [![](https://charted.com/wp-content/uploads/2025/11/Complete-guide-Webinar-CTA-live@2x-32x9.webp "Complete guide Webinar CTA live@2x - Charted")](https://lp.charted.com/webinar-complete-guide-to-ap-automation?_gl=1*re089f*_gcl_au*MTM5OTQ0NDI3NC4xNzU4NjU4ODY1*_ga*NjMzMTgzNDc2LjE3NTg2NTg4Njc.*_ga_VK75RK0ZKJ*czE3NjI2MTQ4NDkkbzU3JGcxJHQxNzYyNjE1MzM0JGo2MCRsMCRoMA..) **Tags:** AP Automation **Topics:** Advanced Vendor Onboarding, AI, AP Automation, Approval Automation, Approval Workflow, Invoice Automation, Invoice Processing, Real-Time 3-Way Match, Vendor Management --- ### [A practical guide to using AI directions for invoice automation](https://charted.com/blog/a-practical-guide-to-using-ai-directions-for-invoice-automation/) **Published:** June 2, 2026 **Author:** Alicia Sgromo **Content:** Missed the [latest Charted webinar](https://lp.charted.com/ai-directions-in-action-in-netsuite-webinar-registration) on using natural language AI directions when handling invoice automation edge cases? Below is a round-up of some of the topics discussed during the Q&A. If you’re interested in watching the recording, you can download the webinar [here](https://lp.charted.com/ai-directions-in-action-in-netsuite-webinar-registration). If you’re evaluating or implementing AP automation with AI-powered invoice processing, you’ve probably run into a common question: how much do you actually need to configure for the system to work the way you want? The answer depends on how well you understand a key feature: AI directions. These are the rules and instructions that tell the AI what to extract from specific invoices, how to handle edge cases, and how to populate fields in NetSuite automatically. Getting them right is the difference between a touchless process and a manual one. Here’s what you need to know. ## What are AI directions (and what’s the difference between the two input fields)? In Charted Clerk, there are two places where you can give the AI instructions: a general AI direction box and custom field extraction rules. The general AI direction box is designed for broad, high-level context, similar to a system prompt if you’re familiar with how AI tools work. Think of it as background information you’d want the AI to “always remember” when processing invoices from a particular vendor or category. In practice, though, most teams won’t need to use it often. The bulk of your configuration work will happen in custom field extraction rules, where you define what to look for on the invoice and what field to populate in NetSuite as a result. You don’t need something in both fields for a rule to work. Custom field extraction alone handles the majority of real-world use cases. ## Can AI directions be layered or prioritized? Yes, multiple directions can apply to the same invoice at once. When they do, all of the relevant instructions are passed to the AI simultaneously, and the system uses that combined context to determine what to return. There’s no built-in priority ranking between directions. Instead, triggering keywords are what control which rules apply: if the AI sees a specific piece of text on an invoice, that triggers the matching direction. This matters when you’re building out your rule set. If two directions apply to the same invoice and they contradict each other, the AI will try to reconcile them, but the outcome isn’t guaranteed. In those cases, it’s worth reviewing whether your keyword triggers are specific enough to prevent overlap. ## Should AI directions be long and detailed, or short and focused? Short and focused, almost always. One of the most common mistakes in setting up AI directions is trying to build conditional logic directly into the rule. For example, writing something like “if you see this department code, populate department X; if you see this location, populate location Y”. Instead, this creates complexity that the AI has to parse through rather than clear instructions it can act on reliably. A better approach: write one focused direction per use case, triggered by a specific keyword. If a single vendor has multiple extraction scenarios, use multiple directions scoped to that vendor, rather than combining them into one long rule. If you’re not sure how to structure a direction for a specific scenario, your customer success manager can review examples with you before you go live. ## What about populating fields that aren’t on the PO? This is a more nuanced area. For PO-backed bills in NetSuite, there’s a defined set of fields that the system expects to come from the PO versus fields that AP automation solutions should populate. Fields like amortization dates, for instance, can sometimes appear on the PO itself, in which case the system would typically carry them over automatically. If you have a field that isn’t being populated as expected in a PO-backed workflow, the right move is to loop in support with specifics. The answer will often depend on your NetSuite configuration and how your PO template is structured. ## How do you give other users access to manage AI directions? Access to the AI directions settings is controlled through NetSuite role-based permissions. An administrator manages this through the Charted settings panel, accessible via the gear icon in the upper right corner. Under the Permissions tab, there’s a specific permission called “Manage AI directions” that can be granted at the role level or the individual employee level. Once granted, those users can create and edit directions without needing to involve an admin each time. This is worth setting up early if you have a team member who will own the ongoing maintenance of your extraction rules. ## The honest reality of working with AI extraction rules One thing worth acknowledging: AI directions are not perfectly deterministic. The behavior of any given rule depends on the AI interpreting the context you’ve given it, and sometimes you’ll need to test and iterate before a direction works exactly as intended. That’s not a limitation unique to any one tool. It’s a reflection of how AI-powered extraction works. The practical implication is to start simple, test with real invoices, and refine from there rather than trying to build a comprehensive rule set all at once before you’ve seen it in action. ## Quick tips for getting more out of Invoice AI These are smaller details that don’t always come up in initial setup conversations but tend to matter once you’re in production. **AI directions and AI rules are different things.** Directions are natural language prompts that guide the AI during the scanning and extraction phase. Rules are structured if-then logic that applies after scanning is complete. For example, a rule can automatically assign a subsidiary or queue owner based on the email address an invoice arrived from, or based on text in the file name. If you’re trying to control routing or ownership rather than extraction behavior, rules are the right tool. **Use a period as your keyword to apply a direction universally.** Keyword triggers control which invoices a direction applies to. If you want a direction to fire on every invoice regardless of vendor, enter a period (.) as the identifying keyword. Since a period appears on every invoice, the direction will always trigger. **Skip the word “extract” in your field directions.** [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) already knows it needs to extract data. Using the word “extract” in your direction adds noise without adding clarity. Write your directions the way you’d prompt any AI model: be specific, give an example of the expected output, and include location cues where helpful (“upper left-hand corner,” “first column”). The more concrete your instruction, the more consistent the result. **Touchless processing requires an exact PO quantity match.** For PO-backed bills, Invoice AI will only auto-create the vendor bill and move it to auto-processing status when the invoice quantities exactly match the remaining billable quantity on the PO. If the invoice includes tax or shipping that wasn’t on the PO, or if there’s any quantity variance, the bill routes to the inbox for manual review instead. Knowing this upfront helps set realistic expectations around touchless rates and can inform how your team handles those vendors. **You can limit which pages get scanned.** If your vendors frequently include supporting documentation after the first page or two, you can set a page end limit in the direction to stop scanning at a specific page. This prevents extra lines from appearing on the bill in NetSuite from content that was never meant to be extracted. **The general AI directions box has a useful translation application.** If you work with international vendors who send invoices in other languages, the whole-invoice AI direction box can translate invoice content into your preferred language before it’s brought into NetSuite. It’s one of the more concrete use cases for that field beyond the advanced system-prompt scenarios described earlier. ## Getting more from touchless invoice processing The goal of AI-powered invoice automation isn’t just to eliminate manual data entry. It’s to create a system that processes invoices accurately, routes them correctly, and stays aligned with how your business actually operates in NetSuite, without requiring someone to intervene on every document. AI directions are the mechanism that makes that possible. The teams that get the most value out of them are the ones who treat them as living configuration, something to refine as your vendor mix, chart of accounts, and business rules evolve over time. ## Interested in learning more about AI use in invoice automation? Register for our next webinar, The building blocks for truly touchless invoice processing in NetSuite to learn about how to build a truly efficient AP operation, with analysis on how to measure success. This webinar is the third in our webinar series, the Invoice AI Master Class Series for NetSuite. The first webinar is available to watch as a recording [here](https://lp.charted.com/invoice-automation). [![Promotional banner for Invoice AI Master Class Series in NetSuite, with a Register Now button on the left panel.](https://charted.com/wp-content/uploads/2026/06/Charted-Social-TouchlessInvoiceWebinar-26-05-840x280-BannerUnderBlogs1-32x11.webp "Charted-Social-TouchlessInvoiceWebinar-26-05-840x280 BannerUnderBlogs1 - Charted")](https://lp.charted.com/touchless-invoice-processing-netsuite-registration) **Tags:** AI, AP Automation, Invoice Management **Topics:** AI, AP Automation, Invoice AI, Invoice Automation, Invoice Processing --- ### [From QuickBooks to NetSuite: When it's time to graduate, and how to get there without the chaos](https://charted.com/blog/from-quickbooks-to-netsuite-when-its-time-to-graduate-and-how-to-get-there-without-the-chaos/) **Published:** May 27, 2026 **Author:** Alicia Sgromo **Content:** You didn’t outgrow QuickBooks overnight. It happens gradually; a new business process here, a foreign currency transaction there, a month-end close that used to take three days and now eats eight. Your controller is exporting to spreadsheets to get the reports leadership actually needs. Your team is reconciling payable and receivable balances across multiple files. And every quarter, someone asks the question out loud: *is it time to move to NetSuite?* The answer, for most growing finance teams, is yes. But the harder question, the one determining whether your NetSuite investment pays off or becomes another source of friction, isn’t *whether* to move. It’s *how* to move, and who helps you do it. ## Why finance teams outgrow QuickBooks QuickBooks is excellent at what it was built for: small-business accounting for a handful of users, a single entity, and relatively straightforward transactions. The trouble starts when your business stops looking like that. The pressure points are familiar to anyone who’s lived them: - **Multi-entity and multi-currency operations** force workarounds: separate QuickBooks files, manual consolidation, and a quarter-end scramble to reconcile intercompany activity. - **Approval workflows** don’t really exist. Controls live in spreadsheets, email threads, and institutional knowledge. - **Reporting** requires exporting to Excel for anything beyond the standard templates; real-time visibility across the business is effectively impossible. - **Integrations with downstream systems**: billing, inventory, CRM, AP automation tools become brittle and expensive to maintain. - **Audit readiness** suffers as transaction volume grows and the audit trail gets harder to reconstruct. NetSuite solves these problems because it was built for them. Multi-subsidiary, multi-currency, and multi-book accounting are native. Role-based permissions and approval routing are built into the platform. Real-time dashboards replace static reports. NetSuite can support the complexity of a $50M business or a $500M business without architectural compromises. But—and this is where many finance teams stumble—the power of NetSuite is also what makes it complex. Out of the box, NetSuite is not a finished solution. It needs to be configured to reflect how *your* business operates: your chart of accounts, your approval hierarchies, your subsidiary structure, your reporting requirements, your AP and AR workflows. Done well, that configuration becomes a competitive advantage. Done poorly, it becomes the reason teams quietly resent the new system for years. **The challenge isn’t the software, it’s the transition** Most NetSuite implementation failures aren’t really software failures. They’re people-and-process failures. A few patterns the Charted team sees often: - **Executive sponsorship and team buy-in.** Executives must champion the project to ensure their teams are fully engaged. Lack of project team involvement results in delays, half-baked solutions and a system that no one truly owns. - **Under-estimate testing importance.** Testing business processes after the system is configured ensures NetSuite works for the business, and also serves as a training mechanism for power users. Companies who shortchange this effort pay for it later with a system that doesn’t work and no one knows why. - **Integration and data strategy.** Connecting external systems and ensuring data flows correctly can be a full project on its own. Without a thoughtful plan this can derail the entire project. - **System setup that ends at go-live.** Users learn the basics but don’t plan for change . Six months in, the business has evolved but the new system has already not kept up. A successful NetSuite transition isn’t just about turning the system on. It’s about translating the way your finance team works today into the way it should work tomorrow, and bringing your team along for that journey. ## How the Charted team approaches the NetSuite journey We’re a NetSuite Alliance and SDN Partner, and we’ve spent over a decade helping mid-market finance teams make this transition. Our approach is built around a few principles: **Start with the operating model, not the software.** Before we touch a configuration screen, we map how your business actually runs: entities, revenue streams , close cadence, AP and AR processes, reporting needs, audit requirements, etc. The system gets designed around the full picture, not the other way around. **Right-size the implementation.** Not every business needs every NetSuite module on day one. We help you sequence the rollout, so you start seeing value early and avoid the “boil the ocean” projects that quietly stall all progress. Phase one focuses on what unlocks immediate operational improvement; later phases build on a stable foundation. **Design for the close, from day one.** Month-end close is where finance teams feel the impact of a good or bad implementation most acutely. We design the chart of accounts structure, subsidiary setup, and business processes with the close in mind—not as an afterthought. **Enable your team to own it.** Our goal isn’t to become a permanent dependency. It’s to leave your team with the skills, documentation, and confidence to operate and evolve the system. Ongoing support is available when you want it (not because you can’t function without it). ## What success looks like When a NetSuite transition is done right, the changes are concrete and measurable: - **Month-end close is shortened by days**, not hours. Often this is done through a combination of automated processes, real-time visibility, and elimination of cross-system reconciliation. - **Approval cycles measured in hours, not weeks.** With full audit trails and no chasing approvers across email threads. - **A single source of truth** for AP, AR, GL, and reporting. No more spreadsheet-based consolidation, no more “which number is right?” debates. - **Capacity reclaimed** for the finance team. The hours that used to go into manual data entry, reconciliation, and report-building get redirected to analysis, forecasting, and business partnership. - **Audit readiness as natural a byproduct**, not a quarterly fire drill. ## Getting started If you’re at the point where QuickBooks is holding the business back, but you fear NetSuite implementation horror stories, the right next step isn’t a software demo. It’s a conversation about your operating model, your timeline, and what a thoughtful transition would look like for your team. We offer a no-cost scoping conversation to map out the path to NetSuite: what to prioritize, what to phase, where the risks are, and how to set up your NetSuite environment so you can scale. The move from QuickBooks to NetSuite is a chance to redesign how your finance team operates. Done well, it pays off for years. We’d be glad to help you do it well, too. [**Schedule a NetSuite transition scoping call.**](https://charted.com) **Tags:** NetSuite Implementation, NetSuite Support **Topics:** NetSuite Consulting, NetSuite Implementation, NetSuite Managed Services, NetSuite Optimization --- ### [The e-invoicing mandate: What Belgium (and Mexico) can teach the US about the future of AP](https://charted.com/blog/the-e-invoicing-mandate-what-belgium-and-mexico-can-teach-the-us-about-the-future-of-ap/) **Published:** March 3, 2026 **Author:** Alicia Sgromo **Content:** Electronic invoicing (e-invoicing) is no longer just a trend in digital transformation—it is quickly becoming a legal requirement across the globe. In the Benelux region (Belgium, the Netherlands, and Luxembourg), new mandates are fundamentally reshaping how businesses interact, moving away from PDF attachments and towards structured data exchange. While these changes are geographically distant from the US, the shift toward standardized, government-cleared digital transactions represents a global trajectory that will eventually reach North American shores. In fact, some of the most robust evidence for the success of this model comes from closer to home: Mexico has been a global pioneer in domestic e-invoicing for over a decade, proving these systems don’t just improve tax compliance—they revolutionize business speed. For finance leaders, understanding these mandates is not just about international compliance; it is about preparing for an inevitable shift in the [global AP industry](https://charted.com/e-book/streamlining-cross-border-ap-operations-in-netsuite-a-guide-for-uk-and-european-businesses-2/). The transition from “digital images” of invoices to “digital data” is the next frontier of efficiency. ### Defining the e-invoicing landscape—from Belgium to Mexico To understand where the US AP industry is headed, we must first look at the regions where the future is already the present. The move toward e-invoicing in Europe is driven by the European Union’s [Directive 2014/55/EU](https://eur-lex.europa.eu/eli/dir/2014/55/oj/eng), which requires public authorities to receive and process electronic invoices. In Belgium, the government has mandated all VAT-registered taxpayers to use e-invoices for B2B transactions from January 2026 onwards. These invoices must be sent via the Peppol (Pan-European Public Procurement On-Line) network in a structured format (XML), rather than a standard PDF. Belgium is the first country in Europe to move beyond B2G (Business-to-Government) and into mandatory B2B (Business-to-Business) e-invoicing. Due to the deep economic integration of the Benelux region, it is expected that the Netherlands and Luxembourg will soon follow. But this isn’t just a European experiment. Mexico has been a [pioneer in tax digitalization](https://btca-production-site.s3.amazonaws.com/documents/506/english_attachments/Tax_Digitalization_in_Mexico_Success_Factors_and_Pathways_Forward.pdf?1606765708), beginning in the 1980s when the country piloted digital Point of Sale (PoS) registration, and is widely recognized as an advanced e-invoicing market. Since 2011, Mexico has required the use of Comprobante Fiscal Digital por Internet (CFDI), or a digital tax receipt, as the mandatory electronic document for invoicing all formal business transactions in Mexico. Every single invoice in Mexico must be validated by the tax authority (SAT) in real-time before it is even sent to the customer. This “clearance model” has virtually eliminated the “lost invoice” and manual entry errors for Mexican businesses. The goal in both regions is the same: to eliminate the paper trail entirely. By using a standardized network, governments gain real-time visibility into tax obligations, and businesses eliminate the friction of manual data entry. For a NetSuite user, this means the ERP is no longer just a record-keeping tool; it becomes a direct node in a global transaction network. ### How to prepare for the e-invoicing global shift in AP today While the US does not yet have a federal e-invoicing mandate, the Business Payments Coalition (BPC) has been piloting an e-invoice exchange framework similar to Peppol and Mexico’s CFDI. The transition is coming, and AP teams can take specific steps now to ensure they aren’t left behind when the wave of structured data requirements become necessary. 1. **Move beyond OCR to AI-powered capture**: Most AP teams today rely on Optical Character Recognition (OCR) to read PDFs. While effective, OCR is still “reading” a picture. The goal of e-invoicing is to skip the “reading” phase entirely. By implementing [Charted Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) now, your team begins the transition to a data-first mindset. Our AI doesn’t just look for text; it understands GL coding logic and vendor patterns, preparing your NetSuite environment for the structured data formats that e-invoicing mandates will eventually require. 2. **Centralize within your ERP**: The biggest risk of new mandates is the temptation to buy a “bolt-on” tool to solve a specific compliance gap. This creates “connector chaos” with fragmented data living outside of NetSuite. To stay ahead, ensure your [AP process is NetSuite-native](https://charted.com/blog/finding-your-path-to-success-with-netsuite-ap-automation/), embedded within the ERP. When all data stays inside your instance, you maintain a single source of truth that is ready for audit, regardless of the regulatory landscape. 3. **Automate the last mile of AP**: E-invoicing mandates aim to make the invoice “invisible”—it arrives, it’s matched, and it’s ready for payment. You can achieve this today through Touchless Invoice Processing and [Accrual Automation](https://charted.com/ap-automation-suite/expense-accrual-automation/). By automating the matching and month-end accrual entries, you are building the infrastructure that will allow your team to handle the increased velocity of a fully digital e-invoicing environment. ### Expert insight: The strategic value of structured data The shift toward e-invoicing isn’t just a hurdle for IT; it is a strategic opportunity for the CFO. The true value of e-invoicing mandates isn’t just tax compliance—it’s the elimination of the detour. When an invoice arrives as pure data directly into NetSuite, the AP clerk moves from a data entry role to a data analyst role. ### The ripple effect of e-invoicing on the US AP industry Why should a US Controller care about a Belgian mandate or a Mexican tax law? Because the global supply chain is interconnected. If you have international subsidiaries or work with global vendors, you are already part of this ecosystem. Furthermore, the US market typically follows global trends in financial transparency. As e-invoicing proves to reduce the tax gap and increase corporate efficiency in Europe and Latin America, domestic versions of these standards will emerge. Mastering these workflows now—specifically within the safety of a NetSuite-native environment—means your organization will be the one setting the pace while others are scrambling to fix broken integrations. Mastering the transition to digital-first AP doesn’t happen overnight, but by focusing on NetSuite-native automation, finance teams can see an 80% boost in efficiency and a significantly faster close within the first year of implementation. **Ready to take the next step?** E-invoicing is available now at Charted with [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/). Set up your e-invoice receiving capabilities with [instructions here](https://docs.charted.com/ap-automation/charted-configuration/invoice-ai/creating-an-e-invoice-subscription), or [contact us today](https://charted.com/get-started/) to get set up. [![](https://charted.com/wp-content/uploads/2026/02/Charted-Social-Einvoicing-Webinar-840x280-1-32x11.webp "Charted-Social-Einvoicing-Webinar-840x280 - Charted")](https://lp.charted.com/webinar-everything-about-e-invoicing?_gl=1*hdur4k*_gcl_au*ODkwODY2MDQ1LjE3NjcwMjY1MDA.*_ga*NjMzMTgzNDc2LjE3NTg2NTg4Njc.*_ga_VK75RK0ZKJ*czE3NzIxMzAwMTEkbzExNCRnMSR0MTc3MjEzMDUxNiRqNTUkbDAkaDA.) --- ### [What does effective AI in finance look like? Going beyond the hype and promises](https://charted.com/blog/what-does-effective-ai-in-finance-look-like-going-beyond-the-hype-and-promises/) **Published:** April 7, 2026 **Author:** Alicia Sgromo **Content:** Finance has finally embraced AI, and every fintech solution out there is now promising “AI innovation” at every turn. Vendors are promising “99% accuracy” and “revolutionary AI capabilities” while in the real world, most of those claims fall apart the moment they meet true invoice complexity—the reality for accounts payable. So what does AI in finance actually look like for AP teams? Generic AI extraction models, built to work across every ERP and every industry, struggle with the nuanced, organization-specific patterns that define how your business actually processes invoices. Your AP team is left managing exceptions, fixing coding errors, and wondering why their “intelligent” automation feels anything but. ### The accuracy myth: Why “99% accuracy” doesn’t translate to efficiency When vendors tout “99% accuracy,” they are almost always measuring OCR extraction, or how well their AI extracts text from invoice images. [OCR accuracy](https://charted.com/blog/understanding-ocr-accuracy-how-its-measured-and-why-it-matters/) and business process automation are two completely different things. [Real AI accuracy](https://charted.com/blog/revolutionizing-invoice-processing-with-charted-invoice-ai-the-future-of-financial-automation/) within invoice automation means the system can extract the data, apply the correct GL coding, route to the appropriate approver, and create a properly formatted vendor bill, all without manual intervention. That metric—the touchless processing rate—is what actually matters for AP efficiency. Here is where most solutions break down. A system might accurately extract “Office Supplies — $247.83” from an invoice, but it cannot determine what that text actually means. It won’t know if the expense belongs in office supplies, marketing materials, or facilities maintenance based on the vendor, department, or project context your organization uses. Generic AI models are trained on broad datasets designed to work across thousands of companies and industries. They excel at reading invoice data but fail at understanding your specific business logic. You get accurate data extraction and still need manual coding, approval routing corrections, and exception handling for a significant share of invoices. The most effective AP automation solutions applying real AI to AP processes measure success differently. Instead of focusing solely on OCR accuracy, they track how many invoices move from receipt to approved vendor bill with zero manual touchpoints. True [touchless processing](https://charted.com/blog/four-ways-to-cut-ap-costs-in-netsuite-in-2026/) could eliminate 25% of all invoices from an AP professionals workflow thanks to reliable AI extraction and application for well-configured systems. The best scenario is a solution that improves consistently as the AI learns your patterns. *Worried about what to do for a successful AI implementation? Read [Before AI: The four-step roadmap to modernizing AP in NetSuite](https://charted.com/blog/before-ai-the-four-step-roadmap-to-modernizing-ap-in-netsuite/)*. ### Adaptive AI in finance: Learning your business instead of forcing generic patterns The difference between effective and ineffective AI invoice automation comes down to one thing: adaptability. Most AP automation platforms use rigid extraction models that apply the same logic to every customer. Your invoices must fit their predefined templates and coding structures, regardless of how your business actually operates. Adaptive AI takes the opposite approach. Instead of requiring your processes to conform to a generic model, it learns from your organization’s historical transaction data and continuously improves its understanding of your specific patterns. In practice, when you process invoices from your office supply vendor, adaptive AI does not just extract line items. It observes how your team codes those expenses. Does “printer paper” always go to office supplies, or does it sometimes get coded to marketing when that department made the purchase? Does the same vendor get coded differently depending on the requesting department or project? Over time, the AI builds a sophisticated understanding of these patterns. It learns that invoices from your legal firm always require sign-off from both the department head and legal counsel. It recognizes that utility bills for your manufacturing facility belong in cost of goods sold, while utilities for your corporate office go to general and administrative expenses. ### AI directions: Handling edge cases with plain-English instructions Even the most sophisticated AI invoice automation will encounter edge cases that require custom logic. Traditionally, those scenarios meant manual workarounds or expensive development tickets. Handling foreign-language invoices, special routing rules for certain vendor types, or complex field population logic required IT involvement every time. [Natural language AI instruction capabilities](https://charted.com/blog/beyond-templates-how-ai-directions-are-revolutionizing-invoice-processing-in-netsuite/) change that equation entirely. Instead of writing code or filing support tickets, finance teams can provide plain-English instructions the AI then executes as part of the normal invoice workflow. For example: “Pull the segment code only, and place all other information after the code into the memo column.” This example may seem simple, but for a single invoice with over a dozen separate line items each with a different segment code, this smart extraction saves hours of work. The AI handles these as standard steps in the processing workflow, covering complex scenarios that would otherwise require manual intervention. This capability is particularly powerful for organizations with international operations, complex approval hierarchies, or industry-specific requirements. Whether healthcare, software, or manufacturing, complex requirements can still be handled with the same natural language requests. The natural language approach means AI in finance is accessible directly by finance teams, not IT, and the real experts can control how edge cases are handled. When new scenarios come up, they can be addressed immediately with simple instructions rather than waiting on development cycles or vendor support queues. ### Eliminating the integration tax: Why native NetSuite processing wins The most overlooked factor in AI applications for invoice automation effectiveness is where the actual processing happens. Most AP automation platforms operate as external systems that connect to NetSuite through APIs and integrations. This creates an “integration tax”; additional complexity, significantly more maintenance, less reliable data, and a user experience that compounds over time. When invoice processing happens outside of NetSuite, several problems emerge. Data must be synchronized between systems, creating potential for sync failures and timing mismatches. Users must switch between their ERP and the AP platform, losing context and efficiency. Custom fields, workflows, and approval chains already built in NetSuite often do not carry over, requiring duplicate configuration in the external tool. Processing directly on the native NetSuite vendor bill record eliminates these issues entirely. Instead of creating invoices in a separate system and syncing them over, the AI works directly within your ERP environment: - Your existing NetSuite customizations—custom fields, workflows, saved searches, and approval chains—work immediately without reconfiguration. - There is no data synchronization because there is no separate system. - Users never leave NetSuite, maintaining their familiar workflow and context. - Multi-subsidiary, multi-currency, and multi-entity complexity is handled natively by NetSuite’s architecture rather than bolted on by a third party. The user experience difference is significant. Instead of logging into a separate AP platform, processing invoices, then returning to NetSuite to verify that everything synchronized correctly, your team works entirely within the ERP interface they already know. Invoice processing becomes a natural extension of their current NetSuite workflow. From an IT perspective, native processing removes the ongoing burden of monitoring integrations, troubleshooting sync failures, and managing API updates. No middleware to maintain, no connector to monitor, no risk of integration failures disrupting AP operations. AI in [finance](https://charted.com/blog/charted-named-a-finalist-at-the-2025-fintech-awards/) should always be this seamless. *For more on the value of a Netsuite-native, or integrationless, AP setup, read [The case for an integrationless AP Automation platform](https://charted.com/blog/the-case-for-an-integrationless-ap-automation-platform-the-future-of-ap-automation-and-why-integration-heavy-solutions-will-fade-away/).* ### What effective AI invoice automation in NetSuite actually looks like The most effective solutions combine adaptive AI, natural language instruction capabilities, and native ERP processing into a unified experience. They measure success by touchless processing rates rather than generic accuracy claims. They learn your specific business patterns rather than requiring you to adapt to their models. And they eliminate the complexity and friction that come with external platforms and integrations. As AI capabilities advance, the gap between adaptive and rigid systems will only widen. Organizations that choose solutions built to learn and evolve with their business will see continuous improvement in automation rates and efficiency. Those stuck with static, integration-heavy platforms will find themselves managing increasing complexity as invoice volumes and business requirements grow. Interested to see what this looks like in practice? Join our upcoming webinar, *Proof over promise: What real AI invoice processing looks like in NetSuite*, where we’ll demonstrate adaptive AI, natural language instructions, and native processing live—showing exactly how they work together to deliver true touchless automation. [![banner linking to webinar - proof over promise: what real AI invoice processing looks like in NetSuite](https://charted.com/wp-content/uploads/2026/04/Charted-Social-Webinar-InvoiceAI-MasterClassSeries840x280-BlogBanner-26-03-32x11.webp "Charted-Social-Webinar-InvoiceAI-MasterClassSeries840x280-BlogBanner-26-03 - Charted")](https://lp.charted.com/invoice-automation?_gl=1*b66sas*_gcl_au*ODMwODY1ODQ1LjE3NzQ4Nzk0ODU.*_ga*NjMzMTgzNDc2LjE3NTg2NTg4Njc.*_ga_VK75RK0ZKJ*czE3NzU1NzU3OTIkbzIwNCRnMSR0MTc3NTU3NTc5MyRqNTkkbDAkaDA.) **Tags:** AP Automation, Invoice Management **Topics:** AI, Invoice AI, Invoice Automation --- ### [NetSuite Managed Services: How to maximize your ERP investment](https://charted.com/blog/netsuite-managed-services-how-to-maximize-your-erp-investment/) **Published:** March 16, 2026 **Author:** Alicia Sgromo **Content:** Going live on NetSuite is a milestone—but it’s only the beginning. The organizations that truly unlock the power of their ERP investment are the ones who treat NetSuite as a living platform: continuously optimized, expertly supported, and strategically aligned for business growth. That’s exactly what a [NetSuite Managed Services](https://charted.com/services/netsuite-managed-services/) engagement delivers. ### What is NetSuite managed services? NetSuite managed services is an ongoing support and optimization partnership with certified NetSuite experts who take ownership of your platform’s health, performance, and evolution. Unlike a one-time implementation, a specific optimization project, or break-fix support, managed services provides a proactive, structured model—blending day-to-day administration, strategic consulting, and continuous improvement into a single, predictable engagement. Think of it as having a fully staffed NetSuite Center of Excellence available to your business, without the overhead of building one in-house. ### The challenges of managing NetSuite alone NetSuite is a powerful, feature-rich platform—but as any NetSuite expert will tell you, that depth comes with complexity. Even in the best-case scenario, where an organization has an in-house team dedicated to managing NetSuite, they will still often find themselves stretched thin: managing day-to-day tickets while struggling to keep pace with two major annual releases, new module capabilities, and evolving business requirements. In a worst-case scenario, there is no one within the organization who has the bandwidth or expertise to take on the full scope of work NetSuite requires for ongoing maintenance. This results in a trickle-down effect: - Valuable staff time gets consumed by routine admin and troubleshooting instead of strategic projects. - New NetSuite features go unnoticed or underutilized after each release cycle. - Custom scripts and workflows accumulate as technical debt without proper governance. - Business process changes outpace system configuration, creating workarounds that multiply over time. - Finding and retaining skilled NetSuite talent in a competitive market is costly. The result? A system that works in theory, but doesn’t work for you, and instead lags behind your business rather than accelerating it. ### What a NetSuite managed services partner actually does A strong NetSuite managed services engagement spans four core areas: support, administration, optimization, and strategy. Here’s what that looks like in practice: **Day-to-day support**: Responsive help for end-user issues, bug fixes, and functional questions, with defined SLAs and real NetSuite expertise behind every ticket. No call centers, and no being passed between support queues. **System administration:** Role management, saved searches, workflow maintenance, custom fields, and ongoing configuration to keep your NetSuite environment clean and performant. **Continuous optimization**: Proactive reviews of underutilized features, process improvements, release readiness assessments, and roadmap planning aligned to your goals—not just reactive ticket-closing. **Strategic advisory**: A trusted partner who understands your business model and helps you plan expansions, integrations, and new module rollouts with confidence. ### How to get the most out of your NetSuite environment NetSuite managed services isn’t just about keeping the lights on—it’s a framework for continuous growth. Here are the highest-impact ways a managed services partner helps you get more from your NetSuite investment: **Build and maintain a living roadmap** As your business evolves, so too should your ERP. A managed services partner works alongside your leadership team to maintain a strategic NetSuite roadmap, prioritizing enhancements, integrations, and new module implementations that align with your 12–24 month growth plan. This turns NetSuite from a static back-office tool into a strategic enabler. **Optimize workflows and automation** Many organizations still rely on manual processes that NetSuite is fully capable of automating—from SuiteFlows that route approvals automatically to scheduled scripts that sync data across systems. Your managed services team continuously identifies and eliminates inefficiency, freeing your team for higher-value work. **Unlock advanced reporting and analytics** NetSuite’s reporting suite—including SuiteAnalytics, saved searches, and dashboards—is one of its most powerful and underutilized features. A managed services team can build executive dashboards, KPI reporting, and operational analytics that give your leadership team real-time visibility into the business. **Stay current with every NetSuite release** NetSuite releases two major updates per year, each packed with new features, SuiteApps, and platform improvements. Most organizations skip right past them. Your managed services team reviews each release, identifies what’s relevant to your business, and manages the upgrade process—so you’re always running the latest capabilities, not scrambling to catch up. **Govern customizations proactively** Custom scripts, integrations, and third-party SuiteApps can accumulate quickly and become difficult to maintain. A managed services partner establishes governance standards, performs periodic reviews, and ensures your environment stays clean, upgrade-safe, and well-documented. ### Who benefits most from NetSuite managed services? NetSuite managed services is the right fit for a wide range of organizations—particularly those that: - Have completed their initial NetSuite implementation and are ready to move beyond the basics. - Are scaling rapidly and need their ERP to keep pace with [headcount](https://charted.com/blog/why-scaling-doesnt-have-to-mean-hiring-the-power-of-ap-automation/), entities, or product lines. - Have a lean IT team that wears too many hats and needs specialist backup. - Are preparing for a major initiative, like an acquisition, new subsidiary, or system integration. - Want to reduce dependency on a single internal NetSuite administrator. - Are not seeing the ROI they expected from their original NetSuite investment. ### Choosing the right NetSuite managed services partner Not all NetSuite managed services engagements are created equal. When evaluating a [partner](https://charted.com/blog/charted-consulting-honored-with-placement-in-the-2025-crn-partner-program-guide/), look for these qualities: **Deep NetSuite specialization:** Not a generalist IT firm that also does NetSuite on the side—a team where NetSuite is the entire focus. **Industry experience in your vertical:** Advice should be grounded in relevant business context, not generic best practices. **Transparent SLAs:** Defined response and resolution times for different issue types, not vague commitments. **A proactive model:** Monthly or quarterly business reviews and a living roadmap process—not just reactive ticket-closing. **Certified, tenured consultants:** People who know the platform deeply, with low turnover and direct accountability to your team. **Flexible engagement structures:** Support that scales up or down as your needs change, without locking you into a rigid retainer. At Charted, every NetSuite managed services client gets a dedicated, US-based consultant—with multiple years of NetSuite experience—as their primary point of contact. No call centers. No waiting on hold. No being passed around. Just expert support tailored to how your team works, backed by a track record organizations can trust: zero failed implementations and a 98% customer retention rate. **[Learn more about Charted NetSuite Managed Services](https://charted.com/services/netsuite-managed-services/)** **Tags:** NetSuite Support **Topics:** NetSuite Consulting, NetSuite Managed Services --- ### [What languages are supported with Charted OCR Technology?](https://charted.com/blog/what-languages-are-supported-with-charted-ocr-technology/) **Published:** May 6, 2026 **Author:** bb-admin **Content:** *Updated May 6, 2026* One question we frequently hear from our prospective clients is “What languages are supported by [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/)?” Invoice AI takes OCR technology and combines it with Charted proprietary AI to extract various fields of data from the document and capture record information automatically. With our recent advancements in AI technology, our Invoice AI model supports languages with Latin-based alphabets with high confidence for optimal performance, while still supporting other languages. This multi-language support extends to various features within Invoice AI, such as [natural language directions](https://charted.com/blog/beyond-ocr-how-ai-directions-are-transforming-invoice-processing-in-netsuite/). **Invoice AI supports the following languages with high confidence:** - English - Spanish - French - German - Italian - Portuguese **Invoice AI can also support:** - Afrikaans - Croatian - Czech - Danish - Dutch - Estonian - Filipino - Finnish - Hungarian - Indonesian - Italian - Latvian - Lithuanian - Malay - Norwegian - Polish - Portuguese - Romanian - Slovak - Slovenian - Swedish - Turkish - Ukrainian - Vietnamese - Arabic - Mandarin - Greek - Hebrew - Hindi - Japanese - Korean - Russian - Tamil - Thai - Ukrainian Additional languages are being assessed on a regular basis; if you require additional language support not listed above, please contact us [here](https://charted.com/get-started/). For more information on leveraging OCR to automatically capture data in NetSuite, visit our feature page [here](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) or contact us at [info@charted.com.](mailto:info@charted.com) **Topics:** AP Automation, Invoice AI, Invoice Processing --- ### [NetSuite AP automation edge cases: How AI Directions handles the invoices that break every other tool](https://charted.com/blog/netsuite-ap-automation-edge-cases-how-ai-directions-handles-the-invoices-that-break-every-other-tool/) **Published:** May 5, 2026 **Author:** Alicia Sgromo **Content:** Every AP team running NetSuite has a version of the same story. You implemented invoice automation. Things got better. Then, slowly, the exceptions started piling up. The foreign-language invoice from your supplier in Japan. The utility bill where you need to extract a service period date buried in the description. The vendor who sends a single PDF with a dozen line items, each with a different segment code that needs to go into the memo field a specific way. The recurring subscription invoice that should auto-code but doesn’t because the format changed slightly. These are NetSuite AP automation edge cases. These edge cases are not rare. They are not the result of a poorly configured system. They are the natural reality of running accounts payable for a business that operates in the real world, with real vendors, across real complexity. And they are the reason that most finance teams, even after a successful automation rollout, still have someone manually touching invoices every day. The question is not whether your automation handles clean invoices. Everything handles clean invoices. The question is what happens when it doesn’t. ## Why AP automation edge cases are harder to solve than they look The standard response to invoice exceptions is to build rules. Most NetSuite AP automation tools let you create logic that fires when certain conditions are met: if vendor equals X, then code to account Y. If invoice total exceeds Z, route to a specific approver. These rules work well for predictable, repeating scenarios. The problem is that edge cases are, by definition, not fully predictable. A new vendor sends invoices in a format you haven’t seen before. A familiar vendor changes their template. A multi-currency invoice arrives with tax treatment that doesn’t map cleanly to your chart of accounts. A line item contains data you need to extract and place in a custom NetSuite field that your standard scanning logic doesn’t know exists. All of these NetSuite AP automation edge cases are as common as they are varied. Every one of these scenarios has historically required one of three things: a manual workaround, a development ticket, or a call to your AP automation vendor. None of those are fast. None of them scale. And all of them represent exactly the kind of friction that automation was supposed to eliminate. ## What AI Directions actually does Charted AI Directions is a natural language instruction layer built directly into [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/), which then lives within NetSuite, like every Charted product feature. Rather than writing code or configuring technical rules, AP professionals and controllers write plain-English instructions telling the AI how to handle specific extraction and processing scenarios. The instructions are exactly what they sound like. You describe what you want the system to do, and it does it. No IT involvement. No development cycle. No vendor support queue. Examples include: - Custom field extraction - Segment code and memo handling - Foreign language translation - Expense amortization date extraction - Whole-invoice and page-range control ## The difference between handling edge cases and ignoring them Most AP automation tools deal with edge cases through escalation. The system flags the invoice as an exception, a human reviews it, corrects the fields, and the workflow continues. The correction is made once, but the underlying pattern is not learned. The next time that vendor sends an invoice, the same exception fires, the same human reviews it, and the same correction is made. AI Directions breaks this loop in two ways. First, the instruction itself tells the system how to handle the pattern going forward, not just for the current invoice. Second, Invoice AI continues to learn from corrections made during the review process, building an increasingly accurate picture of your specific GL coding logic, vendor patterns, and business rules over time. The result is a system that gets better at your edge cases the more it encounters them, rather than one that simply flags them for human intervention indefinitely ## NetSuite AP automation edge cases in complex environments AI Directions is particularly valuable for organizations operating across multiple subsidiaries, currencies, or jurisdictions, where the volume and variety of edge cases is highest. Multi-entity NetSuite environments often involve invoices coded differently depending on subsidiary, vendor type, or expense category. Custom segments that appear at both header and line levels require extraction rules that can distinguish between the two contexts. International operations introduce language, currency, and tax treatment complexity that generic automation models handle poorly. AI Directions handles all of these natively, within NetSuite, without external integrations or middleware. Because Charted operates entirely as an embedded NetSuite SuiteApp, every direction written applies directly to the vendor bill record inside your existing ERP environment. Your custom fields, workflows, and approval chains work immediately, without requiring duplicate configuration in an external system. ## From edge case to touchless processing Eliminating manual intervention on edge cases is not just an efficiency gain on its own terms. It is also the prerequisite for reaching true touchless invoice processing. [Touchless bill creation](https://charted.com/blog/how-to-cut-the-clutter-and-eliminate-manual-touchpoints-from-your-netsuite-ap-workflows/), where Invoice AI automatically creates a vendor bill with no human review required, is only possible when the AI can be trusted to handle the full range of invoices a vendor sends, including the complex ones. AI Directions is what closes that gap. By giving the system explicit instructions for handling edge cases, you build the confidence required to enable automatic bill creation for your highest-volume, most trusted vendors. Charted customers targeting 25% or more zero-click bill creation consistently point to AI Directions as the configuration step that made it achievable. ## What this looks like in practice If you want to see AI Directions handling real invoice scenarios in NetSuite, not a demo environment with clean data, Charted is hosting a live webinar: **AI Directions in action: Real invoice processing scenarios in NetSuite, real results.** The session is built around the exact edge cases AP teams encounter every day, with live examples of how plain-English instructions resolve them inside NetSuite without IT involvement. [![Register link for webinar Invoice AI series for NetSuite on AI Directions](https://charted.com/wp-content/uploads/2025/05/Charted-Social-AI-directinsWebinar-26-04-840x280BannerUnderBlogsRegister2-32x11.webp "Charted-Social-AI-directinsWebinar-26-04-840x280BannerUnderBlogsRegister2 - Charted")](https://lp.charted.com/ai-directions-in-action-in-netsuite-webinar-registration) **Tags:** AP Automation, Invoice Management **Topics:** AI, Invoice AI, Invoice Automation --- ### [How to cut the clutter and eliminate manual touchpoints from your NetSuite AP workflows in 2026](https://charted.com/blog/how-to-cut-the-clutter-and-eliminate-manual-touchpoints-from-your-netsuite-ap-workflows/) **Published:** October 14, 2025 **Author:** Alicia Sgromo **Content:** How many times do you touch a specific item in your accounts payable workflow? You may think once or twice, but the reality is usually much higher. Each manual touchpoint—whether it’s data entry, chasing approvals, or correcting [recurring invoices](https://charted.com/blog/five-steps-to-identify-and-automate-routine-invoices-in-netsuite-in-2026/)—adds up, consuming a significant part of an AP professional’s day. Even with modern automation tools in NetSuite, these repetitive tasks persist, keeping teams from reaching their true efficiency potential. But it doesn’t have to be this way. In this post, we’ll explore how next-generation, holistic automation from Charted can cut over 25% of manual touchpoints from the typical AP process. If you’re thinking of upgrading your AP automation workflows in 2026, discover the evolution of touchless invoice processing, why reducing touches matters, and how you can confidently leverage a single source of truth for data in NetSuite. ### The evolution of Touchless Invoice Processing and why it matters The evolution of touchless invoice processing is a major leap forward from traditional accounts payable automation. In the past, even the best AP solutions relied heavily on manual intervention, requiring teams to review, validate, and manage exceptions for nearly every invoice. Over time, however, technology has advanced beyond simple data capture and basic workflow automation. Modern touchless invoice processing leverages AI, machine learning, and deep NetSuite integration to intelligently recognize, validate, and process invoices for high-confidence, recurring vendors, without human involvement. For Charted, our invoice evolution began with traditional optical character recognition (OCR) technology, using character scanning and traditional commands to filter invoices. Then we introduced [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) in 2024, utilizing natural language directions to more easily prompt invoice processing and enabling our OCR product to use AI capabilities for faster and more accurate invoice sorting. Now, invoice technology has moved to a completely touchless workflow that ensures AP professionals no longer have to spend time manually checking invoices for one-off mistakes. Why do these improvements matter? Every manual touchpoint adds unseen costs, slows down your AP cycle, and increases the risk of errors. By reducing the need for human intervention, touchless processing empowers AP teams to focus on strategic work, accelerate invoice approvals, and deliver more accurate financial data. ### How to boost accuracy and leverage a single source of truth for data in NetSuite Achieving high accuracy in your AP process hinges on having a single, reliable source of truth for your data, which is something that traditional AP automation can struggle to deliver. When you rely on scattered spreadsheets, disconnected systems, or manual data entry, discrepancies and errors creep in, undermining both efficiency and confidence in your financial reporting. With holistic, touchless automation natively integrated within NetSuite, every invoice is automatically captured, validated, and processed directly in your ERP. Which means all AP data lives in one place, giving your team real-time visibility and eliminating the risks of duplicate entries or missed approvals. By leveraging a unified source of truth, you can reduce manual corrections and ensure your financial data is always up to date, improving accuracy and empowering your team to make faster, more informed decisions. ### The future of AP: How a holistic approach can transform your workflow The future of accounts payable is here, and it’s intelligently automated, holistic, and built to change the way your team works. By ditching piecemeal automation and embracing a unified, AI-driven approach, AP departments can finally eliminate the friction and fragmentation that slow down their processes. So, how can it transform your workflows? With smart AP automation, powered by advanced AI and deep NetSuite integration, your workflows become more than just efficient; they become truly intelligent. Touchless Invoice Processing learns from your data, automatically recognizes routine, creates bills for high-confidence vendors, and processes them without human intervention. This means fewer manual reviews, faster approval cycles, and the ability to handle growing invoice volumes without adding headcount. To read about how Charted handles edge cases, check out [this blog post](https://charted.com/blog/netsuite-ap-automation-edge-cases-how-ai-directions-handles-the-invoices-that-break-every-other-tool/). But the benefits go even further. Automated AP processes centralize all your data and workflows within NetSuite, giving you real-time visibility and stronger controls. That means your team is freed from repetitive tasks and empowered to focus on strategic initiatives like optimizing cash flow or strengthening vendor relationships. The next generation of invoice and payment automation from Charted doesn’t just cut manual touchpoints, it reimagines your entire AP operation as a driver of business value. By adopting Touchless Invoice Processing, you unlock new levels of accuracy, scalability, and confidence so your organization can grow without the bottlenecks of the past. [![](https://charted.com/wp-content/uploads/2025/10/Cut-the-clutter-ODW-CTA-banner@2x-1-32x11.webp "Cut the clutter ODW CTA banner@2x - Charted")](https://lp.charted.com/webinar-touchless-invoice-processing) **Tags:** AP Automation, Invoice Management **Topics:** AP Automation, Invoice Automation, Invoice Processing --- ### [Beyond OCR: How AI Directions are transforming invoice processing in NetSuite](https://charted.com/blog/beyond-ocr-how-ai-directions-are-transforming-invoice-processing-in-netsuite/) **Published:** April 29, 2026 **Author:** Alicia Sgromo **Content:** Invoice processing has quietly undergone a transformation. Standard optical character recognition, or OCR, was supposed to end the days of manual data entry. But what happens when invoice formats change, and your templates can’t keep up? A one-size-fits-all solution doesn’t cut it. Enter AI directions—using natural language requests to parse through your invoice data. Accounts payable (AP) teams need intelligence to make sense of the data without relying on rigid templates. The initial invoice processing solution from Charted solved the template problem using advanced OCR techniques—and with the capabilities of AI, created our next-gen solution: [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning-for-netsuite/). You can now use natural-language instructions to codify your ideal invoice processing workflow, using AI Directions. ### AI directions solve for real-world problems Some common AP use cases for AI Directions. **Case #1: Avoid duplicate bills** It’s common for utility bills to arrive without invoice numbers. This can leave the AP team struggling to verify whether an invoice has already been paid. The fix? A simple AI Direction: “Use the account number plus service period (year and month) as the invoice number.” Now, every utility bill gets a consistent, unique identifier without any extra work. This simple AI Direction can become an automatic part of your invoice processing workflow, eliminating the risk of duplicate payments. **Case #2: Utility management made simple** Utility bills can be problematic in different ways. For example, a manufacturing firm with multiple subsidiaries receives invoices from multiple power providers, each including meter numbers in a different layout. Tracking energy usage became a nightmare. Their AI Direction? “Extract the meter number found near the service address and populate the custom ‘meter tracking’ field.” That one instruction turns chaos into clarity, allowing AP teams to spot inefficiencies and negotiate better rates based on real data. With all meter data standardized, they could generate monthly reports pinpointing high-usage facilities, leading to energy savings they hadn’t anticipated. **Case #3: Streamlining SaaS expense recognition** A software company’s AP team was stuck sorting through SaaS invoices with inconsistent service period data—sometimes labeled as a “Subscription Period,” other times as “Service Dates.” The solution: “Find the earliest and latest dates in the service period section. Put the first date in the start date field and the last date in the end date field.” Now they’re allocating expenses more accurately and closing the books faster. This newfound accuracy allowed them to better forecast cash flow, avoid overbilling and create more reliable financial projections. **Case #4: Vendor cost management** Consider a vendor management scenario in the healthcare space. By using AI Directions to capture specific procedure codes from invoices, an AP team could analyze which vendors are charging more for identical services. This insight would open the door to smarter negotiations and potential cost savings. Identifying a single overpriced service contract could prompt renegotiations to save five figures annually. ### Reliable data for analysis The advantages of AI Directions go beyond efficiency gains to improving the entire invoice processing workflow. By bringing consistent structure to unstructured bill data, strategic insights naturally emerge. To realize these advantages, AP data must reside in a single system. Invoice AI was designed to live directly inside NetSuite, ensuring data is available within saved searches and reports the moment it’s captured. Insights are delivered immediately, eliminating integration bottlenecks. Custom fields populated by AI Directions can be pulled into dashboards, monthly reports and year-end financial reviews. This opens up a comprehensive view of AP data that’s more accessible and useful than ever before. ### Continuous learning Unlike traditional OCR, Invoice AI was designed to get smarter over time. Correct a vendor once, and it doesn’t just remember that specific invoice—it begins learning the pattern. Process the next invoice and the system starts suggesting coding for you. Expenses are automatically allocated to the right department or class; this is especially useful when dealing with complex, multi-line invoices with multiple general ledger (GL) codes. With every invoice processed, the AI gains a deeper understanding of the unique patterns and quirks of each vendor, making future processing even more accurate. For organizations with multiple subsidiaries, or distributed teams across various locations, having a smart system that can work in multiple languages is a large additional benefit. Luckily, AI Directions works for any other language—bringing AI use cases beyond English, for any natural language directions. ### See for yourself Are you still using template-based OCR, or worse, manual data entry? This legacy approach isn’t just outdated; it’s holding you back. The future of AP isn’t just about more efficient processing. It’s about transforming AP into a strategic function that gathers deep insights without extra effort. Want to see it in action? [Request a demo](https://charted.com/get-started/) to see AI Directions for yourself and the difference [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning-for-netsuite/) could make to your bill processing in NetSuite. [![Register link for webinar Invoice AI series for NetSuite](https://charted.com/wp-content/uploads/2025/05/Charted-Social-AI-directinsWebinar-26-04-840x280BannerUnderBlogsRegister2-32x11.webp "Charted-Social-AI-directinsWebinar-26-04-840x280BannerUnderBlogsRegister2 - Charted")](https://lp.charted.com/ai-directions-in-action-in-netsuite-webinar-registration) **Tags:** AP Automation, Invoice Management **Topics:** AI, AP Automation, Invoice Processing, Payment Processing --- ### [Part 2 of 2: NetSuite Consolidated Exchange Rates: Methods of calculation and their reporting impact](https://charted.com/blog/part-2-of-2-netsuite-consolidated-exchange-rates-methods-of-calculation-and-their-reporting-impact/) **Published:** March 4, 2025 **Author:** Anna Wright **Content:** In a multi-subsidiary, [multi-currency environment](https://charted.com/blog/part-2-of-2-netsuite-consolidated-exchange-rates-methods-of-calculation-and-their-reporting-impact/), it is important for any financial reporting to use appropriate exchange rates. NetSuite provides Consolidated Exchange Rates as a mechanism for proper translation of amounts between child and parent subsidiaries on consolidated reports. While they may seem similar to Currency Exchange Rates, Consolidated Exchange Rates differ significantly in their calculation and application. In part one of this series, Dan Schnock, a Senior NetSuite Functional Consultant with over 30 years of expertise in system implementation, administration, and accounting explained these differences and outlined the Types of Consolidated Exchange Rates. Read part one [here](https://charted.com/blog/part-1-of-2-netsuite-consolidated-exchange-rates-key-differences-between-consolidated-and-currency-exchange-rates/). In part two, he dives into the different methods available for calculating Consolidated Exchange Rates and how they are applied to enhance reporting accuracy. ### How are Consolidated Exchange Rates set in NetSuite? [Consolidated Exchange Rates ](https://charted.com/blog/whats-new-with-charted-touchless-invoice-processing-payment-automation-expansion-and-smarter-accruals/)can be automatically calculated by NetSuite (recommended) or manually set by a user with the appropriate permissions. #### Calculated by NetSuite In the standard NetSuite Period Close Checklist, there is a task towards the end of the list called ‘Calculate Consolidated Exchange Rates’. As with other items in the Period Close Checklist, completion of this step is dependent upon completion of the previous steps first. Click the ‘Calculate Consolidated Exchange Rates’ button to have NetSuite start the calculation process. [![Task: Calculate Consolidated Exchange Rates](https://charted.com/wp-content/uploads/2025/09/Blog-2-Picture1.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Blog-2-Picture1.webp)#### Manually edited Consolidated Exchange Rates can also be manually set within NetSuite. While this is not the recommended approach, we have seen this method commonly used to update NetSuite for rates that were used for financial reporting prior to the implementation of NetSuite. To ensure that historical financial statements generated from NetSuite match those generated from a prior system, the Consolidated Exchange Rates can be manually set. [![](https://charted.com/wp-content/uploads/2025/09/Blog-2-Picture2.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Blog-2-Picture2.webp)[![Consolidated Exchange Rate](https://charted.com/wp-content/uploads/2025/09/Blog-2-Picture3.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Blog-2-Picture3.webp)It is important to note that Consolidated Exchange Rates can only be manually edited for Subsidiaries with a direct Parent-Child relationship. For example, a company has the following subsidiary relationships within the corporate structure: - Child: Subsidiary C (Australian Dollars) -> Parent: Subsidiary B (British Pounds) - Child: Subsidiary B (British Pounds) -> Parent: Subsidiary A (US Dollars) The Consolidated Exchange Rates for the following can be manually edited: - Subsidiary C (Australian Dollars) to Subsidiary B (British Pounds) - Subsidiary B (British Pounds) to Subsidiary A (US Dollars) However, the following cannot be manually edited and must be derived by NetSuite: - Subsidiary C (Australian Dollars) to Subsidiary A (US Dollars) ### Consolidated Exchange Rates in reporting For Reports that include data from multiple subsidiaries, NetSuite will use Consolidated Exchange Rates to convert amounts from the base currency of the child subsidiary to the base currency of the parent subsidiary. The presentation to the user and how the Consolidated Exchange Rates are applied depends on the type of report that is being run. #### Financial statements Standard Financial Statement Reports (Balance Sheet, Income Statement) consider the following when applying Consolidated Exchange Rates: - Account General Rate Type (as described in Part 1) - Period (selected on the report) - Subsidiary Context (selected on the report) **Account configuration** [![General rate type](https://charted.com/wp-content/uploads/2025/09/Blog-2-Picture4.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Blog-2-Picture4.webp)**Report parameters** [![Subsidiary context](https://charted.com/wp-content/uploads/2025/09/Blog-2-Picture5.webp "Document Management - Charted")](https://charted.com/wp-content/uploads/2025/09/Blog-2-Picture5.webp)[![](https://charted.com/wp-content/uploads/2025/09/Blog-2-Picture6.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Blog-2-Picture6.webp)When compiling the data for Financial Reports, NetSuite will look up the appropriate Consolidated Exchange Rate to apply using: - Period – ‘As Of’ from report parameters - To Subsidiary – ‘Subsidiary Context’ from report parameters - From Subsidiary – Any Child Subsidiary of the Subsidiary selected on the report - Current / Average / Historical – From General Rate Type set in Account configuration #### Transactions Saved Searches Translation of amounts on Transaction Saved Searches works in a very similar fashion to Financial Reports, with two major differences. - You can define the Consolidated Exchange Rate Type that is are applied to your search results. - The Consolidated Exchange Rate applied also depends upon the search results and the subsidiaries the user running the report has access to. On the ‘Results’ tab of a Transaction Saved Search you will see a drop down labeled ‘Consolidated Exchange Rate’. [![](https://charted.com/wp-content/uploads/2025/09/Blog-2-Picture7.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Blog-2-Picture7.webp)Your selection here will define which Consolidate Exchange Rate is applied to all the Transactions returned in your search. **Average / Current / Historical** – These equate to the three types of Consolidated Exchange Rates. **Per Account** – NetSuite will use the Generate Rate Type defined on the Transaction Line Account configuration **None** – No Consolidated Exchange Rates will be applied. Amounts will be displayed in the Base Currency of the Transaction Subsidiary. In addition to the search setting above, NetSuite also factors in the Subsidiary of each Transaction returned in the search. NetSuite will use the Consolidated Exchange Rates for the lowest level Subsidiary that is a Parent to all the Transaction Subsidiaries returned in the search. For example, a company has the following subsidiary hierarchy: ![](https://charted.com/wp-content/uploads/2025/09/blog-2-Picture8.webp "- Charted")You create a search that returns Transactions entirely from Subsidiary Child B. NetSuite will use the Consolidated Exchange Rates from Child B to Parent A to translate search results. Which rates are applied will also depend upon which Subsidiaries the user running the report has access to. In the example above, if the user running the report only has access to Child B, the search results will be translated using the Consolidated Exchange Rates from Child B to Child A. If the user running the report has access to Child B and Parent A, then the search results will be translated using the Consolidated Exchange Rates from Child B to Top Level. ### Conclusion Consolidated Exchange Rates will be automatically calculated by NetSuite as part of the Period Close Checklist, which is the recommended approach. However, you do have the option of manually setting Consolidated Exchange Rates. This is typically used to ensure that the rates used for historical financial reporting match those that were used in a prior system. For Financial Reports, NetSuite will automatically apply Consolidated Exchange Rates based upon the Period and Subsidiary selected in the report parameters in conjunction with the General Rate Type setting made on each Account. Transaction Saved Searches do provide a little more flexibility as far as being able to define which Consolidated Exchange Rate Type is applied to search results. However, this is also dependent upon any Subsidiary Restrictions in place for the user running the search. **Topics:** NetSuite Consulting, NetSuite Managed Services --- ### [Why scaling doesn’t have to mean hiring: The power of AP automation](https://charted.com/blog/why-scaling-doesnt-have-to-mean-hiring-the-power-of-ap-automation/) **Published:** August 19, 2025 **Author:** Alicia Sgromo **Content:** We all know that one of the primary goals of any business is growth – grow your customers, grow your sales, grow your profits. But what about growing expenses? In today’s fast-paced business environment, that success comes with more invoices, tighter deadlines, and mounting complexities. Many organizations do not have the appetite nor the luxury of continually expanding headcount to keep pace, leaving [existing staff struggling](https://charted.com/blog/why-scaling-doesnt-have-to-mean-hiring-the-power-of-ap-automation/) to maintain productivity and risking burnout. But it doesn’t have to be this way! Empowering teams to scale efficiently with your business is exactly where accounts payable (AP) automation can provide value. ### The hidden cost of manual AP Traditional AP processes are heavily manual and can mire AP staff in a never-ending drudgery of keying invoices, routing approvals, fixing errors, and chasing down vendor information. These processes are time-consuming, labor-intensive, and prone to mistakes. With invoices taking an average of [50 minutes](https://info.tipalti.com/rs/934-OPL-911/images/WP_SCALINGBUSINESS_2022.pdf?) to process manually from invoice receipt to vendor payment, AP teams spend hours each week on manual, low-value tasks while having little time for more impactful strategic work. These slow and time-consuming processes are kryptonite to efficient growth and scaling as a business. ### How AP automation changes the game As a critical function of supporting business growth, AP automation can dramatically reduce both cost and effort within existing AP processes. Vendors can be onboarded in a fraction of the time, with services like our Advanced Vendor Onboarding taking the work off the AP staff and gathering that information directly from the vendors themselves. Invoices can be processed up to [75% faster](https://tradeshift.com/wp-content/uploads/2024/05/Ardent-Partners-AP-Metrics-that-Matter-in-2024-Tradeshift.pdf), with greater accuracy, leading to faster vendor payments. Additional automation through features like OCR Scanning and three-way match further eliminate the need for manual data entry, slashing errors and accelerating workflows. By leveraging automation for efficiency gains, businesses can scale faster than ever without staff expansion. The numbers speak for themselves – Charted customer see an average of: - 80% reduction in Vendor setup time; - 95%+ improved invoice accuracy; - 60-80% reduction in payment processing time; - 75% overall faster approval cycle times. Strategic implementation of automation in the AP space benefits both the business and the AP team – automation doesn’t replace people, it reallocates their time to more impactful efforts like managing exceptions, improving vendor relationships, and providing financial insights. The financial impact is compelling as well, with some firms reporting an ROI in excess of [300-500%](https://madrasaccountancy.com/blog-posts/automated-accounts-payable-solutions-roi-and-implementation) in the first year of implementation. The top 20% of businesses with the lowest invoice processes cost and cycle times are consistently those that leverage technology like AP automation to streamline their processes, resulting in [79.5% lower](https://tradeshift.com/wp-content/uploads/2024/05/Ardent-Partners-AP-Metrics-that-Matter-in-2024-Tradeshift.pdf) invoice processing costs and 81% lower processing time compared to the industry average. Automation also unlocks better cashflow management, early discount capture, and penalty avoidance. ### Best practices for scaling without adding headcount To get the most from your AP automation – and scale effectively without adding headcount – consider these best practices: **Start small** Begin with high-impact areas like invoice capture and vendor onboarding, then expand incrementally to maximize adoption and ROI. **Ensure seamless integration** Opt for AP automation partners like Charted, where embedded functionality works within your existing ERP, minimizing risk and product switching. **Engage stakeholders early** Ensure all relevant members across finance, procurement, and IT are involved from the start to gain alignment & buy-in, and to reduce resistance. **Track performance metrics** Monitor processing times, error rates, and other relevant metrics to continue to refine your automation and celebrate efficiencies. **Enable vendor transparency** Fast and accurate invoice & payment processing strengthens vendor trust and reduces risk. Scaling AP operations no longer requires expanding your team – by harnessing automation, organizations are able to process more invoices, with greater accuracy, and faster turnaround, all while maintaining the same workforce. AP professionals can instead focus on more strategic roles, delivering insights and value beyond the numbers. With short time-to-value, substantial ROI potential, and streamlined operations, AP automation isn’t just an enhancement – it’s a growth enabler. [![](https://charted.com/wp-content/uploads/2025/09/Picture1-2-32x24.webp "Picture1-2 - Charted")](https://lp.charted.com/ebook-scaling-smarter-in-netsuite-download) **Tags:** AP Automation, NetSuite Native **Topics:** AP Automation, Automate --- ### [Navigate global growth and do more with less—why your AP team needs embedded intelligence](https://charted.com/blog/navigate-global-growth-and-do-more-with-less-why-your-ap-team-needs-embedded-intelligence/) **Published:** January 13, 2026 **Author:** Alicia Sgromo **Content:** Scaling global growth has never been harder to navigate for accounts payable teams. Picture this: Handling 50 invoices manually last year was doable; manually processing 200 invoices this year in the same way would be untenable. Three currencies may have been manageable previously, but six currencies will be too much for a small team. Add in the coming regulations like e-invoicing, and European businesses running AP with NetSuite will need better ways to manage [cross-border transactions](https://charted.com/e-book/streamlining-cross-border-ap-operations-in-netsuite-a-guide-for-uk-and-european-businesses-2/) without adding new platforms (and failure points). The embedded intelligence offered by a NetSuite-native AP function is one of the few ways a global team can get a handle on things without creating more problems. ### NetSuite-native AP automation is the key Scaling an organization internationally is a major milestone, but for finance teams, it often brings a wave of complexity. Whether based in the EU, based in the UK, or based in the US, managing multi-entity and [multi-currency operations](https://charted.com/blog/whats-new-with-charted-smarter-invoice-processing-ap-dashboard-portlet-and-more/) across different regions requires more than just a standard accounting setup; it requires a strategy that eliminates fragmentation and manual risk, one designed to work seamlessly wherever you operate. Even with modern ERP systems, accounts payable (AP) frequently remains one of the most manual areas of finance. Here is how international organizations are leveraging NetSuite-native automation to streamline global operations and maintain real-time clarity. ### Eliminating the friction of fragmented systems For many global organizations, the traditional approach to AP involves patchwork solutions—external systems connected to the ERP via complex integrations. This often results in data silos and manual workarounds and often results in financial data that is never 100% up to date. By adopting a NetSuite-native approach, built with embedded intelligence in mind, finance teams can manage the entire workflow—from vendor onboarding and invoicing to approvals and payments—directly within their existing ERP. This “integrationless” experience ensures audit trails remain in one place, solely in your NetSuite ecosystem, providing a single source of truth that is vital for meeting diverse regional audit expectations and funding structures. ### Boosting productivity with AI and deep automation International finance teams are often tasked with “doing more with less”. Managing AP tasks manually is not only slow but increases operational risk. To combat this, organizations are turning to advanced AI capabilities to: - Automate invoice capture and approvals to eliminate repetitive data entry. - Utilize intelligent accruals for a more efficient closing of the books. - Manage international payments within a unified workflow. These tools allow teams to shift their focus away from regional admin and toward growth, planning, and strategy. ### Local expertise on a global scale As organizations expand across countries, having local support becomes critical. Charted recently announced [the launch](https://charted.com/blog/charted-launches-uk-presence-to-deliver-erp-native-ap-automation-across-emea/) of its UK office in London to provide dedicated resources and technical support for the EMEA region. Operating in European countries like the UK, Ireland, Germany, the Netherlands, and Belgium requires a specific knowledge set to ensure financial regulations are being followed and regional pain points are properly addressed. ### The path forward Managing accounts payable for an international organization shouldn’t mean managing a dozen different platforms. By staying native to NetSuite, finance teams gain the real-time clarity needed to manage multiple entities and currencies without the friction of third-party connectors. --- ### [Finding your path to success with NetSuite & AP automation](https://charted.com/blog/finding-your-path-to-success-with-netsuite-ap-automation/) **Published:** April 24, 2023 **Author:** bb-admin **Content:** In today’s rapidly evolving business landscape, the need for a comprehensive and agile solution to manage operations has never been more critical. Many organizations have navigated their business processes using an assortment of [fragmented ERP systems](https://charted.com/blog/the-case-for-an-integrationless-ap-automation-platform-the-future-of-ap-automation-and-why-integration-heavy-solutions-will-fade-away/) and Excel spreadsheets, only to find themselves struggling to manage disjointed processes. The risk of data integrity and limited scalability further compound their challenges. Enter NetSuite – a single cloud-based solution that delivers insight into financial and operational performance across the entire organization. At Charted, we’ve witnessed firsthand the transformative power of NetSuite and its key components, each designed to address specific pain points and drive efficiency. In this blog post, we dive into the key components of NetSuite and describe how these core pillars can help organizations stay ahead of the curve and pave the way to success. ### Key components of NetSuite **1. Consolidated data repository** We work with many clients who prior to NetSuite operate on Excel and several customized [ERP systems](https://charted.com/blog/the-importance-of-metrics-the-business-case-for-investing-in-ap-automation/). As companies grow and evolve, they continue to purchase software as needed. While this might work temporarily, over time companies discover that the individual systems purchased only support specific functions or a single department. With these disparate systems, companies see a major impact on their processes, and it eventually hinders company growth. NetSuite delivers a single, consolidated data repository that allows companies to grow. This means companies no longer need to jump between multiple systems and risk data integrity. With a single cloud solution companies can increase efficiency by accessing documents in a centralized location, improve accuracy, reduce the number of complex workflows and improve visibility by creating approvals based on roles and departments. **2. Automated processes** With NetSuite, you can say goodbye to manual work and introduce [automated processes](https://charted.com/blog/staying-compliant-with-approval-processes-in-netsuite/) to free up resources. With our premier NetSuite-native financial automation platform, you can elevate your NetSuite environment and increase efficiency. We recently helped one company cut down 50% of their accounting workload. You can read more about their success story [here](https://charted.com/abcuro-ap-automation-suite/). With Charted AP Automation, you can: - Send secure forms to [vendors](https://charted.com/ap-automation-suite/advanced-vendor-onboarding-for-netsuite/) and let NetSuite auto-create or update vendor information - Elevate your [OCR](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning-for-netsuite/) scanning experience with Charted proprietary AI and Machine Learning - Maximize your controls with the most advanced, line-by-line [3-Way Match](https://charted.com/ap-automation-suite/real-time-3-way-match-for-netsuite/) engine - Automate your [approval process](https://charted.com/ap-automation-suite/approval-automation-for-netsuite/) for all [employees](https://charted.com/blog/netsuite-purchase-order-approvals-using-employees/) without complicated NetSuite Workflows - Simplify how your [files](https://charted.com/ap-automation-suite/advanced-document-management-for-netsuite/) are managed in NetSuite with drag-and-drop, split screen views and enhanced file security - Eliminate pre-printed check stock with the most advanced [check printing](https://charted.com/ap-automation-suite/advanced-check-printing-for-netsuite/) engine ever built for NetSuite **3. Enhanced controls** It is crucial for companies to protect themselves from financial fraud and stay compliant with government regulations and accounting standards. With NetSuite, you can feel confident that you are abiding by federal, state, and local regulations and decrease the amount of back-office support. Improve visibility by building workflows in NetSuite and allow certain users to review and approve. Elevate your NetSuite environment with our Approval Workflow automation solution that allows for easy configuration of all approval requirements, and even lets [Employees – regardless of their NetSuite access](https://charted.com/blog/netsuite-purchase-order-approvals-using-employee-hierarchy/) – approve transactions right from their Email Inbox. Adding this workflow provides great oversight and reduces the risk of errors. **4. Real-time business analytics** With a single, consolidated data depository, users can gather detailed reports and [analyze data](https://charted.com/blog/top-4-ai-use-cases-for-finance/) to make informed business decisions. Companies can track cash reports daily to identify changes or fluctuations to quickly pivot and prepare for times of economic uncertainty. Furthermore, users can create reports, dashboards or KPI’s. If you are interested in creating a customizable report and don’t want to spend hours looking up how to create a new report, our Consultants are happy to help you through our [Premium Support](https://charted.com/support/) plan. ### Charted is here to help In a single cloud-based solution that helps connect processes and data, NetSuite delivers insight into financial and operational performance across the entire organization. With automated processes, enhanced controls, and real-time business analytics, companies can adequately prepare for the future. At Charted, our success starts with our customers. We believe in partnering with our customers to elevate their NetSuite experience through [automation solutions](https://charted.com/blog/unlock-efficiency-the-business-case-for-investing-in-ap-automation-for-netsuite/) and consulting services. If there is anything we can do to help take your NetSuite environment to the next level, please reach out to us [here](https://charted.com/get-started/). **Topics:** AP Automation, NetSuite Implementation --- ### [Top 4 AI Use Cases for Finance in 2025](https://charted.com/blog/top-4-ai-use-cases-for-finance/) **Published:** January 13, 2025 **Author:** bb-admin **Content:** The adoption of generative AI has moved slower among finance teams than in other business areas, but that doesn’t mean the Office of the CFO doesn’t see value in the innovation capacity of various AI use cases for finance. A 2024 study from McKinsey & Company shows that [nearly all CFOs](https://www.mckinsey.com/capabilities/strategy-and-corporate-finance/our-insights/toward-the-long-term-cfo-perspectives-on-the-future-of-finance) believe the technology will create value for the finance function. Seth Duda, Director of R&D for Charted, has seen firsthand how AI-driven solutions can transform financial processes. With a focus on developing innovative tools for finance teams, Seth emphasizes the importance of building trust in AI outputs while addressing bandwidth challenges to digitize workflows. In 2025, AI reliance will accelerate in finance. While CFOs weigh rewards against risk and define appropriate use cases, many boards are mandating implementations. Leveraging AI is a top priority for the C-suite because of the growing processing demand on the finance team and the technology’s tremendous upside. But its challenges are twofold: building trust in the outputs among key stakeholders and finding the bandwidth to digitize financial processes. As Seth notes, overcoming these hurdles can lead to increased efficiency and accuracy for finance teams navigating high demands. ### Cultural hesitation AI is uniquely valuable for quickly extracting and understanding large volumes of unstructured data. It also surpasses human capabilities in data analysis and pattern identification and is adept at helping predict outcomes based on past and current data. But using bad or poorly trained data, AI can also fabricate results to make those predictions, leading to little understanding of how results were derived or, worse, incorrect or misleading outputs. This is the primary driver behind cultural hesitation surrounding AI. Unexplainable financial calculations and false positives have no place in an organization’s financials. A concentration on improved model training will help close the gap to fabricated results in 2025. ### Overworked finance teams Another contributing factor behind slow automation progress is [already demanding workloads](https://www.mckinsey.com/capabilities/strategy-and-corporate-finance/our-insights/toward-the-long-term-cfo-perspectives-on-the-future-of-finance) for the finance team, according to 70% of CFOs in the McKinsey study. The Institute of Finance & Management (IOFM) 2024 Automation and Technology Benchmarking Report identifies the [time required](https://www.iofm.com/ap/compliance/2024-ap-benchmarking-report-automation-and-technology) to get the technology working properly as practitioners’ greatest concern over automating processes. ### Start with AP As with any technology implementation, the best way to begin is by selecting a small number of use cases in areas where ROI is high. Within finance, accounts payable is a great place to start. AI algorithms can automate processes, reduce human effort, and improve accuracy. Here are four use cases where AI will elevate your AP team. **1. Invoice entry** Without the latest AI innovations, businesses using manual or legacy Optical Character Recognition (OCR) technology will be left behind. Template-based data extractions can be error-prone and time-consuming, given the endless variations in invoice formats. AI can extract text and the underlying business context with little to no manual effort required with greater accuracy. Learn how Charted AI-enabled invoice scanning can help automate the data extraction process: [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning-for-netsuite/) **2. Invoice matching** Matching invoices to purchase orders and receipts is often handled in spreadsheets outside your ERP system, if not overlooked entirely. A limited ability to automatically ensure invoices haven’t exceeded tolerances compared to purchase orders and receipts invites significant financial risk. Invoice matching (2-way or 3-way matching) ensures higher accuracy and efficiency. AI automates invoice matching against predefined thresholds and analyzes historical matching patterns to identify deviations. Learn how Charted helps NetSuite users run validations in real-time to identify any variance violations: [3-Way Matching](https://charted.com/ap-automation-suite/real-time-3-way-match-for-netsuite/) **3. Risk mitigation** Mitigating risk and compliance in invoice management is a [top process area that respondents want to improve using AI,](https://acarp-edu.org/accounts-payable-automation-trends-2024/) according to the 2024 IFOL AP Automation Trends Report (64%). This is second only to the invoice payment authorization process (68%). AI will help identify fraudulent invoicing actions like duplicate, fake or inflated invoices by leveraging your own historical data and vendor profiles. Also read: [3 Ways to Combat Payment Fraud with AP Automation](https://charted.com/3-ways-to-combat-payment-fraud-with-ap-automation/) **4. Expense insights and forecasting** AI allows for rapid and dynamic data analysis across internal data stored in your ERP, including invoices and purchase orders. AI will also further optimize user interactions throughout the entire invoicing process, improving your vendor relationships. AI is a powerful tool for automating financial processes and reducing human effort. As technology advances and model training improves, finance teams will be well served to rely on AI for insights and forecasting to elevate their financial planning in 2025 and beyond. Whether for process improvement or mining new insights, the Charted team can help you navigate existing capabilities and new innovations. [Get started here](https://charted.com/get-started/). ### Want to stay ahead of the curve? Download our latest eBook to uncover more financial automation trends to watch in 2025 and how they can make life easier for your team. ![eBook download button for top 4 financial automation trends to watch in 2025 webinar](https://charted.com/wp-content/uploads/2025/02/Top_Trends_eBook_CTA_Banner-32x9.webp "Top_Trends_eBook_CTA_Banner - Charted") **Topics:** AP Automation, Invoice Processing --- ### [Before AI: The four-step roadmap to modernizing AP in NetSuite](https://charted.com/blog/before-ai-the-four-step-roadmap-to-modernizing-ap-in-netsuite/) **Published:** November 26, 2025 **Author:** Alicia Sgromo **Content:** ### Why automation has to come before intelligence AI is everywhere. In finance, it’s become the centerpiece of transformation narratives: autonomous workflows, touchless invoice processing, predictive forecasting and analytics, and intelligent fraud detection. But there’s a disconnect between hype and reality. And no one is asking the question *what do you do before AI*? According to the [2025 Accounts Payable Automation Trends](https://acarp-edu.org/accounts-payable-automation-trends-2025/) report: - 10% of AP teams still rely entirely on paper. - 27% have no [AP automation](https://charted.com/blog/the-complete-guide-to-ap-automation-in-netsuite-part-1-a-strategic-roadmap/) at all. The truth? AI is not a shortcut to [modernizing your AP process](https://charted.com/blog/the-complete-guide-to-ap-automation-in-netsuite-part-1-a-strategic-roadmap/). You can’t run before you walk, and you can’t layer intelligence on top of manual chaos. This four-step roadmap outlines how to build the AP Automation foundation your finance team needs to make AI work within NetSuite. ### Step 1: Eliminate Paper and digitize invoices Before you automate anything, you need to bring invoice data into a digital, structured format that can be processed consistently. Here’s how to do it: - **Adopt digital intake channels:** Ask vendors to send invoices via email to a centralized inbox, rather than paper mail or physical drop-offs. Many companies have a “no paper invoice” policy, which is now a widely acceptable position. - **Standardize [intake workflows](https://charted.com/wp-admin/post.php?post=15042&action=edit):** Route all invoices (paper or email) through a single-entry point. This ensures consistency and maintains audit trails from day one. - **Implement intelligent invoice scanning with NetSuite-context capture:** Avoid generic OCR tools that just “read” PDFs. Use invoice capture tools trained on NetSuite data to extract vendor, amount, PO, and line-level data accurately. **Key takeaway:** Digitization isn’t just about removing paper. It’s about creating structured, usable data that flows directly into NetSuite with minimal manual touch points. Embedded AP Automation solutions like Charted provide the highest degree of scanning accuracy. For more information about scanning accuracy, read [this article](https://charted.com/blog/understanding-ocr-accuracy-how-its-measured-and-why-it-matters/). ### Step 2: Automate core AP workflows Once data is structured and centralized, the next step is eliminating manual steps in the invoice-to-payment lifecycle. Key areas to automate: - **Invoice routing and approvals:** Automatically assign approvers based on department, amount, or vendor. Avoid email chains. Use approval queues built *inside* NetSuite to ensure context is never lost. - **3-way and 2-way match logic**: Ensure invoices match POs and receipts before payment is triggered. Avoid having to validate matches in a disconnected platform: use NetSuite-native logic that enforces matching rules in real time. - **Payment execution workflows**: Automate payment file creation, bank communication, and reconciliation. Replace manual file uploads with secure, direct integrations to your banking partners. **Key takeaway**: Workflow automation reduces cycle time and eliminates errors, but only if it happens inside NetSuite. Charted automates approvals, matching, and payments within NetSuite, with no need to toggle between systems or wait for data to be synced. For more information about why keeping your AP process can give you an unmatched experience, read [this article](https://charted.com/blog/the-case-for-an-integrationless-ap-automation-platform-why-staying-in-netsuite-delivers-an-unmatched-user-experience/). ### Step 3: Centralize and clean your data With digitized intake and automated workflows, you’ll start capturing cleaner data. But clean data doesn’t just happen, it needs to be continuously maintained and accessible in one place. Best practices for clean, centralized AP data: - **Unify your audit trail:** Ensure all invoice touchpoints (intake, approval, exception handling, payment) are tracked *inside NetSuite*. This simplifies audits and prevents missing records from disconnected platforms. - **Eliminate sync dependencies:** When using an external AP automation platform, you’re constantly reconciling between two databases. Invoice fields, payment statuses, and even approval comments may not sync cleanly, creating trust issues in your reports. - **Enable real-time reporting:** Use NetSuite dashboards to monitor AP aging, exception rates, approval cycle time, and cash flow impact, all in real time, without having to export and merge data from multiple systems. **Key takeaway**: Clean data is the prerequisite for intelligence. Centralizing your data in NetSuite ensures your AI tools see the full picture. ### Step 4: Layer AI on a solid foundation Once your AP process is fully digitized, automated, and cleanly managed inside NetSuite, you’re finally ready to start exploring AI and intelligent workflows. Here’s what becomes possible: - **Anomaly detection:** Use AI to identify outlier invoices based on amount, frequency, or vendor behavior, before payment is processed. - **Cycle time optimization:** Analyze approval lag by department or individual and auto-recommend faster routes. - **Cash flow forecasting:** With invoice data centralized and up to date, you can project outgoing cash with higher confidence, incorporating early payment discounts or deferred payments. - **Predictive vendor recommendations:** Suggest preferred vendors based on historic spend, payment terms, and reliability, enhancing procurement decision-making. **Key takeaway**: AI adds value only after your workflows are clean and your data is reliable. Otherwise, you’re just adding complexity to broken processes. ### Final thoughts: Before AI, walk, then run There’s no doubt AI will play a major role in the future of finance, but it’s not a shortcut. It’s an amplifier. And like any amplifier, it only works when the input is strong. If you’re still dealing with paper-based invoices, email approvals, third-party platforms syncing with NetSuite, and manual payment uploads, no AI tool will fix those problems. ### Ready to future-proof your AP operations? At Charted, we help NetSuite users modernize AP with integrationless automation, built natively inside your ERP to eliminate sync issues, reduce risk, and lay the groundwork for intelligent finance operations, anywhere in the world. [![](https://charted.com/wp-content/uploads/2025/11/Complete-guide-Webinar-CTA-OD@2x-32x9.webp "Complete guide Webinar CTA OD@2x - Charted")](https://lp.charted.com/webinar-complete-guide-to-ap-automation) **Tags:** Accounts Payable, AP Automation, Invoice Management **Topics:** AI, AP Automation, Invoice AI, Invoice Processing, NetSuite Optimization --- ### [How to customize transaction documents in NetSuite using Basic Templates](https://charted.com/blog/how-to-customize-outward-facing-documentation-using-basic-templates-in-netsuite/) **Published:** June 28, 2024 **Author:** bb-admin **Content:** NetSuite users often need to customize transaction documents sent within the email body (HTML) or as an attachment (PDF). As with most things in NetSuite there are multiple ways to accomplish this, with the right solution for you depending on what is required and your existing setup. In NetSuite there are two main methods to modify outward facing documents such as purchase orders and invoices. 1. **Basic templates** These are used to [customize the look](https://charted.com/blog/netsuite-tips-and-tricks-from-the-experts-at-charted/) of documents and modify the included fields on the record form. The basic template is the default template provided by NetSuite. 2. **Advanced PDF** This method provides a what-you-see-is-what-you-get (WYSIWYG) interface, allowing you to adjust the content and format. Advanced PDF is a feature that must be enabled. An alternate method of modifying an Advanced PDF is through the Advanced PDF source code. This article will focus on the basic templates. By the end of this article, you should be able to: 1. Identify how your NetSuite environment is configured. 2. Have a sense of the functionality and limitations of using basic templates. 3. Understand how to begin customizing your outward-facing documents using basic templates. Before we dive into the specifics a few general tips and best practices: 1. The navigation paths provided in this post are using the classic interface. 2. Work through the necessary changes in Sandbox first, provided you have one. 3. Create copies of existing forms and layouts before modifying so you can easily revert to the original. This is especially important if you are not working in a Sandbox environment. 4. We will be using PDFs as examples throughout this article, but since the configuration process is essentially the same you can apply the same principles to email formats. ### Where to start The first step in customizing templates is to determine which of the above methods is being used by your company. How NetSuite generates a template is based on each individual form setting. The form sets both the content (fields) and structure (format) users see in the [user interface (UI)](https://charted.com/blog/scripts-versus-workflows-in-netsuite-using-the-right-tool-for-the-job/). Start by navigating to the transaction record you are looking to modify and under “Customize” in the upper right corner select “Customize Form”. [![](https://charted.com/wp-content/uploads/2025/09/Picture1-3.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Picture1-3.webp) This will bring you to the form settings that allow you to modify all configurable aspects of the form, including the template preferences. [![](https://charted.com/wp-content/uploads/2025/09/Picture2-3.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Picture2-3.webp) If the “Basic” radio button is selected, NetSuite uses this approach to produce templates. The specific templates used for PDFs (“Print Template”) and inline email (“Email Template”) are indicated in the subsequent drop-down fields. Note that multiple forms for a transaction type can be configured and used in NetSuite. The form used by each user may depend on manual selection on the form, role-assignment, workflow, or script. You will want to make sure you fully understand what forms are utilized by your company and set templates appropriately to align with your desired output. ### Customizing the content of the template The data NetSuite includes on basic templates is driven by the form settings. When the basic form is selected a “Printing Fields” tab is available to select the fields you want to include. Note, that if the template doesn’t have a place for the field selected, selecting a field under the “Printing Fields” tab won’t result in it being included in the template – the field must be selected on the form and a place for that field needs to exist on the template. [![](https://charted.com/wp-content/uploads/2025/09/Picture3-3.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Picture3-3.webp) All the fields selected on the “Body” and “Columns” subtabs will be presented on the template in the same section, which is illustrated later in this article. The order and size of each field in the body and column section is therefore set on the form and not the template. This is accomplished via the width field on the form and how you rearrange the field order (this is done by clicking the domino dots and dragging the fields to reorder them). [![](https://charted.com/wp-content/uploads/2025/09/Picture5-1.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Picture5-1.webp) In addition to selecting what fields on the transaction to include on the PDF, there are 3 fields on the form itself that feed into the template: Disclaimer, Address, and Logo. [![](https://charted.com/wp-content/uploads/2025/09/Picture6-1.webp "hero-image_about-us - Charted")](https://charted.com/wp-content/uploads/2025/09/Picture6-1.webp) The format of the generated template is driven by the template identified on the form, so once you have identified and selected the data elements you want to include on your PDF the next step is to adjust how they are presented on the template. ### Customizing the format of the template Navigate to Customization > Forms > Transaction Form PDF Layouts. Select the layout selected as the template on the form. If the layout used has “Customize” instead of “Edit” it means the layout is standard and cannot be directly edited. [![](https://charted.com/wp-content/uploads/2025/09/Picture7.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Picture7.webp) Making changes to a standard layout will create a new custom layout. If this is the case for you, you will need to select the new template on your transaction form after you have finished customizing and saving the template. You can modify the format through a combination of setting field values, such as color, text size, and font, and moving and resizing data elements via drag-and-drop and resizing with your mouse. [![](https://charted.com/wp-content/uploads/2025/09/Picture8.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Picture8.webp) It is important to note that changes made to a template will impact all forms utilizing that template. Since basic forms are “transaction” types you will want to verify the changes made for the intended transaction do not adversely impact other transaction types. Basic transaction templates offer several benefits, specifically: - Ease of use, as no coding is required - Managing the included content from the form, allowing the same template to be used across multiple forms and transaction types while maintaining a consistent format While the simplicity of basic templates can be appealing, this approach is the most limited option. Advanced PDF templates, a more advanced option, provide enhanced functionality such as: - Positioning data wherever you like – for example “body” fields can be included in the header or footer - Greater flexibility on the format of how each individual field is presented – for example font size, color, style, and background - Dynamic logic to automatically modify how data is presented based on the content Customizing your outward-facing documents using basic templates in NetSuite can help make your transaction documents look exactly how you want. Basic templates are easy to use and keep your documents consistent, but it’s important to understand how they work and what their limitations are. By following the steps and tips in this article, you can start customizing your purchase orders, invoices, and other documents confidently. If you need more help with customizing your documents, our team is here to support you. [Contact us](https://charted.com/get-started/) today to get started on enhancing your NetSuite documentation. **Topics:** NetSuite Consulting, NetSuite Managed Services --- ### [Scripts versus Workflows in NetSuite: Using the right tool for the job](https://charted.com/blog/scripts-versus-workflows-in-netsuite-using-the-right-tool-for-the-job/) **Published:** March 18, 2021 **Author:** bb-admin **Content:** We often hear from our customers that, when the need to add custom functionality in NetSuite arises, it can be difficult to determine whether the requirements can best be met via scripting or through the creation of a workflow. Our Consultants have broken down the different requirements to help your team determine which tool would serve best when evaluating the need to add custom functionality. **What is the difference between a workflow and a script?** First, we should define how each of these tools function in NetSuite. Workflows are easier for non-technical users to create and maintain, allow for better traceability in audit logs, and generally (although not always) require less effort to create. Scripts can do things workflows cannot, but generally must be created and maintained by a technical resource, may generate audit trail entries that are more difficult to decipher, and will most likely require more effort to create. When trying to decide whether your requirements can best be met via a script or workflow, consider the following: **1. Header or Line-Level?** The first thing to determine is whether your customization will interact with line-level transaction fields. While NetSuite has improved line-level workflow functionality over the past few releases, it is generally true that customizations involving line-level data require scripts. For example – say you would like to make a certain line-level field required on journal entries based on the subsidiary selected at the header level. While a workflow could be triggered based on header-level subsidiary selection, it could not change a line-level field from optional to required – such a change would require the use of a script. **2. How Many Joins?** Workflows are most effective when they reference data no more than one “join” away from the primary record on which they operate; scripts can work across multiple “joins” as necessary. For example – say you create a custom record to store information regarding customer verticals, with a specific vertical assigned to each customer. Let’s also assume different fields should be displayed on sales orders based on either the vertical assigned to the associated customer or on specific information stored on that vertical’s record. In the first case, since the vertical itself is accessible on the customer record, the value is only one “join” from the sales order and so can be accessed by a workflow. In the second case, however, we have to go from the workflow, to the customer, to the vertical, which constitutes two “joins” – one more than can be accommodated by a workflow. In such a case, a script would be required. **3. New UI Elements?** Workflows cannot create new user interface elements (other than custom buttons); scripts can be used to generate such elements via “Suitelets.” Say, for example, you would like to present the user with a new pop-up window in which they can record additional purchase-related details when they select a particular header-level Department on a PO. The new window will be used to create a custom child record to which users can refer later. While such functionality is beyond the capacity of workflows, it can easily be achieved via a simple custom record and an associated script. **Conclusion** In sum, workflows are simpler to build and maintain and allow for easier auditing than scripts, but have limits to their functionality and generally fall short when working with line level data, multiple joins, or custom UI elements. Learning how to evaluate which is the best fit for your requirements can help get your customization efforts off on the right foot and can ensure that you resource your project correctly. For more tips on how to best manage your NetSuite, read about our Premium NetSuite Support services here: **Topics:** NetSuite Consulting, NetSuite Managed Services --- ### [Reflecting on an outstanding 2024 and what’s to come in 2025](https://charted.com/blog/reflecting-on-an-outstanding-2024-and-whats-to-come-in-2025/) **Published:** December 27, 2024 **Author:** bb-admin **Content:** As we approach the end of the year, it’s the perfect time to take a moment to reflect on everything we have accomplished this year. From exciting announcements to reaching significant milestones and celebrating award wins, it’s been a year marked by growth, innovation and progress. Here at Charted we are so grateful for the incredible work of our team and partners and the ongoing support of our customers. ### A year of milestones and achievements #### Major announcements This year, we were excited to roll out two new products: Accrual Automation and Invoice AI. Accruals is designed to ease the process of closing month-end books with superior automation designed to automate reporting and chase down the information required to accurately produce expense accruals estimates. We also recently launched Invoice AI, an advanced invoice-scanning solution which significantly improves the accuracy and speed of invoice data extraction using new, patent-pending AI technology designed to learn over time. The feedback from our customers has been overwhelmingly positive, and we are thrilled to see how these offerings have already made an impact. #### Success by the numbers - 98% customer retention rate - Two new products launched: [Accrual Automation](https://charted.com/ap-automation-suite/expense-accrual-automation-for-netsuite/) and [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning-for-netsuite/) - Invoice AI is already delivering a 12% increase in invoice-scanning accuracy - Over 2.28 million payments processed in 2024 - The Charted team grew 89%, growing marketing and business development and doubling the R&D team - We attended seven major industry events including SuiteWorld, the AFP Conference and IOFM to name a few #### Recognition and awards We’re proud to share Charted, formerly SquareWorks Consulting, was honored with three awards this year across varied categories. We won [NetSuite’s Summer 2024 Alliance Partner Spotlight Awards](https://charted.com/summer-2024-alliance-partner-spotlight-award-winner/) under the Global Expansion category, for our efficient implementation of NetSuite in under three months for [Petauri](https://petauri.com/) to consolidate their financials after numerous acquisitions. Petauri also implemented Charted to save hours of manual accounts payable work every week. We also won the [BIG Awards for Business](https://www.bintelligence.com/posts/leading-with-vision-recognizing-2024s-trailblazers-in-business-excellence) Small Business of the Year award for Innovation. The highlight of the year was placing 218 on the [Deloitte Fast 500](https://www.deloitte.com/us/en/Industries/tmt/articles/fast500-winners.html), a list of the 500 fastest-growing technology companies in North America. These awards have highlighted the incredible growth we have achieved by investing in solutions to guarantee the success of our customers. This recognition validates our team’s dedication and motivates us to continue delivering value to our clients and users. As we work to elevate the role of finance and empower organizations to drive business innovation and growth, we start with the crucial work of upgrading the fundamentals of accounts payable. Improving the processes and data quality AP professionals rely on significantly cuts down on manual efforts and improves accuracy, making scalable growth easier to accomplish. #### Key partnerships and collaborations Throughout the year, we strengthened our relationships with key partners, including top accounting advisory firms, Tier 1 NetSuite Alliance Partners, independent software vendors and leading NetSuite Channel Partners. These collaborations have allowed us to exponentially grow our software sales and deliver even more value to our customers. #### Customer success stories We’ve been fortunate to see some incredible success stories from our customers this year from [Petauri](https://charted.com/petauri/), [InterVest Capital](https://charted.com/intervest-capital-partners/), [East West Partners](https://charted.com/east-west-partners/), [JES Holdings](https://charted.com/jes-holdings/), [Service Compression](https://charted.com/service-compression-netsuite-support-case-study/), [Transition Bio](https://charted.com/transition-bio-netsuite-ap-automation-case-study/) and [IpA](https://charted.com/ipa-efficient-invoice-processing-netsuite-ap-automation/) . These examples of what our customers can achieve remind us of why we do what we do, and we’re so proud to be a part of our clients’ success. From the East West Partners case study: > With a small accounting team, having Charted and Advanced Check Printing solution has had a huge advantage for the company. Instead of scanning physical paper invoices and uploading them into NetSuite, they can now forward PDF invoices directly from their inbox into NetSuite. Leveraging Charted OCR technology, they can auto-populate invoice details, saving time and reducing human error. The team also appreciates the side-by-side comparison feature, which allows them to quickly review and verify the accuracy of the extracted information. > > ***Eric Symons****, Accounting Manager, East West Partners* #### A year of collaboration This year we also had two all-company meetups, one in Denver and one in Chicago. As a 100% remote organization, these meetups allow our employees to get together in person, strategize, collaborate and spend meaningful time together to solidify the foundations of our organization while we go through this period of meaningful growth. ### Looking ahead to 2025 While we take time during the holiday season to rest and recharge, know that we are already looking forward to exciting developments planned for 2025. Expect more product launches to improve your accounts payable and financial processes with the power of automation and AI technology. As we continue to invest in our offerings, we will continue to support our customers with the hands-on approach that has become synonymous with Charted. While things may change, the inner workings and our commitments to our customers will remain steadfast. We are also looking to provide more for our customers and industry professionals, including more informational webinars and events. ### Thank you None of this success would have been possible without the incredible support from our customers, partners and employees. A sincere thank you to everyone who has been part of our journey in 2024! We’re excited to look to our next chapter in 2025, as we continue to make an impact. **Tags:** Awards **Topics:** AP Automation, Expense Accruals, NetSuite Consulting --- ### [Part 3 of 4: Dynamic Expense Allocation Schedules in NetSuite – Are They Right for You?](https://charted.com/blog/part-3-of-4-dynamic-expense-allocation-schedules-in-netsuite-are-they-right-for-you/) **Published:** January 11, 2022 **Author:** bb-admin **Content:** Are you looking for ways to automate some of your manual processes, with the goal to move them from Excel into NetSuite? One common method is to configure Expense Allocation Schedules. If you would like to learn more about Expense Allocation Schedules, read [here](https://charted.com/part-1-of-4-expense-allocation-schedules-in-netsuite-are-they-right-for-you/). In the part three of our series on Expense Allocation Schedules in NetSuite, we’re looking at Dynamic Allocation Schedules, which use statistical accounts. Most users start their allocations journey with Fixed Schedules, as they are the easiest to configure, but Dynamic Schedules increase flexibility and accuracy when trying to allocate based on changing data like headcount. ### What are Dynamic Schedules? Dynamic Schedules will allocate expenses across accounts or segments based on amounts defined in a statistical account. A very common use-case for Dynamic Schedules is allocating employee costs like benefits across departments. Some companies are ok using a Fixed Schedule for this calculation where they plug in rough percentages of headcount by department. But if you would like more accurate results, then a Dynamic Schedule is the way to go. ### Dynamic Allocation Let’s walk through an example together: allocating insurance costs by headcount by department. In our last blog post, Fixed Schedules, we walked you through the two subtabs: Source and Destination. If you would like to learn more about Fixed Allocation Schedules, read [here](https://charted.com/part-2-of-4-fixed-allocation-schedules-in-netsuite/). Now for our example, the source tab is set to account 6100 Insurance Expense and –Unassigned– for the Department. [![](https://charted.com/wp-content/uploads/2025/09/Picture1-1.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Picture1-1.webp) For our destination tab, we’ve created a line for each department. Unlike Fixed Schedules, we don’t define the weighted amounts directly on the Allocation Schedule. Instead, this is done using statistical accounts in NetSuite. Statistical accounts can be updated either by a manual Statistical Journal Entry, or a statistical schedule can be created to use saved searches to auto-update balances. Click the **Update Sample Weights** button while in edit mode to see the Sample Weight (displayed as a percentage) and the Balance (the total number of employees in each department). [![](https://charted.com/wp-content/uploads/2025/09/Picture2-1.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Picture2-1.webp) **Pro Tip:** “Use Source/Credit Accounts” isn’t available on the Destination subtab for Dynamic Allocations. If you set the Allocation Mode to Fixed, check the box, and then switch to Dynamic, that setting remains enabled in the background. ### Creating Allocation Journals Your Reminders portlet will show you how many allocation schedules are due to be run. [![](https://charted.com/wp-content/uploads/2025/09/Picture3-1.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Picture3-1.webp) Click the portlet link to see the list of schedules, click the hyperlinked word **Enter** to see a schedule, then click **Create Journal Entry**. [![](https://charted.com/wp-content/uploads/2025/09/Picture4.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Picture4.webp) [![](https://charted.com/wp-content/uploads/2025/09/Picture5.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Picture5.webp) Review the History tab on the Allocation Schedule to review a list of all allocation journals generated from this schedule, with links to the transactions and detail. [![](https://charted.com/wp-content/uploads/2025/09/Picture6.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Picture6.webp) ### Conclusion If you’re already familiar with Fixed Allocations in NetSuite and want to expand your allocations use, then you may be ready for Dynamic Allocations. It’s an excellent way to easily and accurately allocate expenses based on fluid datasets, like headcount by department. Interested in learning more about Expense Allocation Schedules in NetSuite? Contact us at . Stay tuned for part 4 of 4 where we review the use of [Allocation Batches.](https://charted.com/blog/part-4-of-4-allocation-batches-in-netsuite-are-they-right-for-you/) **Topics:** NetSuite Consulting, NetSuite Managed Services --- ### [Part 4 of 4: Allocation batches in NetSuite – Are they right for you?](https://charted.com/blog/part-4-of-4-allocation-batches-in-netsuite-are-they-right-for-you/) **Published:** February 7, 2022 **Author:** bb-admin **Content:** Are you looking for ways to automate some of your manual processes, with the goal to move them from Excel into NetSuite? One common method is to configure Expense Allocation Schedules. If you would like to learn more about Expense Allocation Schedules, read [here](https://charted.com/part-1-of-4-expense-allocation-schedules-in-netsuite-are-they-right-for-you/). Your company may already be using Fixed Expense Allocations in NetSuite (read more [here](https://charted.com/part-2-of-4-fixed-allocation-schedules-in-netsuite/)), and you may have even layered in statistical accounts and Dynamic Allocations (read more [here](https://charted.com/part-3-of-4-dynamic-expense-allocation-schedules-in-netsuite-are-they-right-for-you/)). If so, you may be ready to combine your existing schedules into the last type of allocations in NetSuite: Allocation Batches. In part four of our series on Expense Allocation Schedules in NetSuite, we’re looking at Allocation Batches to see if they would be a right fit for your company, as well as explain how to create and run these batches. ### What are Allocation Batches? An Allocation Batch, also called step-down allocation in cost accounting, allows you to define the order in which allocation schedules run. Each batch can hold up to 10 schedules, and each schedule will result in a non-approved, non-posted journal. Journals will typically not have any impacts (G/L or otherwise), and cannot be included in other processes, until approved. Allocation Batches are the exception. A key benefit to the Allocation Batch is that these journals, even in their unapproved state, can be used as a source for the remaining allocation schedules included in the batch. ### How to create Allocation Batches To create Allocation Batches in the Classic center, navigate to: - Transactions > Financial > Create Allocation Batches **Note:** Only allocation schedules with a frequency set to **Run by Batch** can be included, so update existing schedules before creating a new Allocation Batch. [![](https://charted.com/wp-content/uploads/2025/09/Allocation-Schedule.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Allocation-Schedule.webp) As a reminder, you can run up to 10 schedules at a time, which may have a noticeable impact on productivity. Note that once an allocation schedule is included in a batch, you can’t inactivate, delete, or run that schedule independently without first removing it from the batch. [![](https://charted.com/wp-content/uploads/2025/09/Allocation-Batch.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Allocation-Batch.webp) ### How to run an Allocation Batch To run an Allocation Batch from the Classic center, navigate to: - Transactions > Financial > Create Allocation Batches > List - Then click *View* next to the batch you’d like to run. - Once the batch record is open, ensure the posting date for resulting journals is set. - Then click **Execute**. **Note:** You won’t be able to run the batch without including a Posting Date, even though it’s not a required field. [![](https://charted.com/wp-content/uploads/2025/09/Allocation-Batch-2.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Allocation-Batch-2.webp) One of the biggest risks with using Allocation Batches is that they will only run successfully as long as every single schedule in the batch has at least $1 to allocate. If any of the included schedules don’t have a result for a given month, then the entire batch will fail. ### Conclusion Allocation Batches in NetSuite are a powerful way to run multiple allocation schedules at the same time, thereby reducing the amount of time spent running these processes. They also allow you to use the results of a prior allocation schedule as the basis for further allocations (as long as the interrelated journals come from the same batch). This adds flexibility and depth to your expense allocations in NetSuite. Interested in learning more about Expense Allocation Schedules in NetSuite? Contact us at . **Topics:** NetSuite Consulting, NetSuite Managed Services --- ### [Part 1 of 4: Expense Allocation Schedules in NetSuite – Are they right for you?](https://charted.com/blog/part-1-of-4-expense-allocation-schedules-in-netsuite-are-they-right-for-you/) **Published:** October 14, 2021 **Author:** bb-admin **Content:** We all want to work less and make the work we do be as easy and efficient as possible. Thankfully, NetSuite offers a range of tools to help automate and simplify various processes. One of these tools includes simplifying your accounting process, especially around month end closing, with Expense Allocation Schedules. Now a few of the people reading this, if not most of them, are probably thinking, “I’ll just handle it in Excel.” Well, this thought process is pretty common. You’re comfortable with Excel and you’ve already got a process that works for you so there’s no need to mess with it. But is that process working as efficiently as it could be? There’s a pretty good chance that NetSuite could help you automate expense allocation, but that doesn’t always mean it’s the right choice. In part one of this 4-part [series](https://charted.com/blog/part-2-of-4-fixed-allocation-schedules-in-netsuite/) blog post, we will run through the high-level benefits and limitations of Expense Allocation Schedules. ### Benefits Expense Allocation Schedules can streamline the accurate allocation of expenses across your company each month. They not only move dollars between accounts, but also allocate across departments, classes, locations, and even custom segments. By using this flexible feature, manually tracking and allocating expenses can be a thing of the past. NetSuite even allows for [intercompany](https://charted.com/blog/netsuite-making-intercompany-transactions-easy/) allocations if your corporate headquarters has expenses to push down to one or more subsidiaries. For example, you may want to allocate rent expenses or utilities across departments based on a fixed percentage. A simple Fixed Expense Allocation schedule can take a Bill or Journal that meets the Source criteria from the Expense Allocation Schedule and spread that across the financial segments and subsidiaries. Do you want these departmental costs allocated by headcount instead of an even split? NetSuite’s [dynamic Expense Allocation Schedules](https://charted.com/blog/part-3-of-4-dynamic-expense-allocation-schedules-in-netsuite-are-they-right-for-you/) can use statistical account entries as a weighted source for accurate division of expenses to hit each department’s Profit & Loss (P&L). ### Limitations Despite the benefits, using Expense Allocation Schedules isn’t always the right choice. The schedules are capable of significant flexibility, but each unique combination of source and destination dimensions requires another schedule to be created. Depending on your company’s allocation needs, and how many schedules that translates into, just creating and maintaining the Expense Allocation Schedules could be prohibitive. Many records can be imported to NetSuite in bulk by using NetSuite’s native import tool, but Expense Allocation Schedules are not included. This results in creating and updating Expense Allocation Schedules one at a time in the UI, which could be very time consuming. There also isn’t an easy or dependable way to run Expense Allocation Schedules in bulk. It is possible to create a batch of schedules that run-in sequence, but this also has limitations. You can manually run multiple Expense Allocation Schedules where the result of the first allocation is the source pool of the next allocation, and up to ten allocation schedules in a batch. That said, if any of the schedules in the batch fail to run, for example because there weren’t any expenses to allocate in that schedule for the month, then the whole batch will fail. Let’s say you’re ok with creating 10, 20, or even 30+ Expense Allocation Schedules manually. The schedules will need to be replicated for each subsidiary you have, which can quickly make things unsustainable. At Charted, we’ve had customers who, once we translated their current processes into Expense Allocation Schedules for all their subsidiaries, would have needed 200 schedules. This is an extreme example, but the number of needed schedules is a common reason our customers choose not to use NetSuite’s allocations. ### Conclusion NetSuite’s Expense Allocation Schedules are a great tool to automate expense allocations across accounts, departments, classes, locations, and even subsidiaries. But at the end of the day, the number of unique allocation combinations may be a limiting factor when deciding whether or not to use this tool. If you find yourself needing unique allocations, sometimes it might be easier to just use Excel. Interested in learning more about Expense Allocation Schedules in NetSuite? Send us your questions at . Stay tuned for more blog posts about Expense Allocation Schedules where we will dive deeper into examples of fixed, dynamic and batch schedules. **Topics:** NetSuite Consulting, NetSuite Managed Services --- ### [Part 1 of 2: NetSuite Consolidated Exchange Rates: Key differences between Consolidated and Currency Exchange Rates](https://charted.com/blog/part-1-of-2-netsuite-consolidated-exchange-rates-key-differences-between-consolidated-and-currency-exchange-rates/) **Published:** February 11, 2025 **Author:** bb-admin **Content:** In a multi-subsidiary, multi-currency environment, it is important for any financial reporting to use appropriate exchange rates. NetSuite provides Consolidated Exchange Rates as a mechanism for proper translation of amounts between child and parent subsidiaries on consolidated reports. You might be thinking, “we already have an integration which pulls in (Currency) Exchange Rates, why would the rates used for reporting be any different?”. Currency Exchange Rates are typically used on Transactions to translate from one currency to another (example: British Pounds to US Dollars). Consolidated Exchange Rates consider multiple layers of Translation (example: Australian Dollars to British Pounds to US Dollars). In this first of two posts, Dan Schnock, a Senior NetSuite Functional Consultant with over 30 years of experience in system implementation, administration, and accounting, will detail the differences between Consolidated and Currency Exchange Rates and explain the different Types of Consolidated Exchange Rates. In part two, Dan will get into more details on how [Consolidated Exchange Rates](https://charted.com/blog/part-2-of-2-netsuite-consolidated-exchange-rates-methods-of-calculation-and-their-reporting-impact/) are set and how they are used on reporting. ### Consolidated Exchange Rates vs. Currency Exchange Rates While they may look similar, Consolidated Exchange Rates and Currency Exchange Rates are very different in how they are applied and calculated. #### Currency Exchange Rates Currency Exchange Rates are used for translation on individual transactions to record amounts in a currency different than the base currency of that subsidiary. For example, if you are entering a US dollar vendor bill into a subsidiary whose base currency is the UK pounds, NetSuite will automatically populate the USD to GBP rate in NetSuite as of the date of the vendor bill. [![NetSuite Currency Exchange Rates](https://charted.com/wp-content/uploads/2025/09/Picture1-4.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Picture1-4.webp)As noted in this example, currency exchange rates are effective for a specific date and as such can vary from day-to-day based upon market fluctuations. #### Consolidated Exchange Rates Consolidated Exchange Rates are typically calculated based upon currency exchange rates for a specific accounting period for each consolidated exchange rate type. [![NetSuite Consolidated Exchange Rates](https://charted.com/wp-content/uploads/2025/09/Picture2-5.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Picture2-5.webp)These rates are only used for reporting purposes, whether on Financial Reports or Saved Searches. ### Consolidated Exchange Rate Types There are three types of Consolidated Exchange Rates calculated and stored in NetSuite: Average, Current and Historical. These rates work in conjunction with Account configuration to properly translate amounts for reporting purposes. A brief explanation of each Consolidated Rate type is below: 1. **Average** – Calculated as the weighted average of the Currency Exchange Rates for all transactions posted during the period to Accounts with a Rate Type of Average. Typically used for P&L Accounts. 2. **Current** – The Currency Exchange Rate that is effective at the end of the selected period. Typically used for Asset and Liability Accounts. 3. **Historical** – Calculated the same as Average Rates, except for Accounts with a Rate Type of Historical. Typically used for Equity and Owner Investment Accounts. On Accounts the General Rate Type setting should correspond to the Consolidated Rate Type to use for calculating amounts on reports. [![Average Consolidated Exchange Rate Types](https://charted.com/wp-content/uploads/2025/09/Picture3-4.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Picture3-4.webp)Accounts also have a setting for Cash Flow Rate Type, which defines the Consolidated Rate Type to be used specifically for the Statement of Cash Flows. The options available are the same as the General Rate Type and will typically be the same Rate Type selected. It is important to note that you are unable to select which Transactions are used in calculating the Average and Historical Consolidated Rates for an Accounting Period, they are automatically calculated using all the Transactions posted for these account types during the Period. As such, these rates can be skewed by when Transactions are posted. For instance, if you post a large volume of Transactions at the end of the period, the Average rates will skew more towards the month-end rates. ### Conclusion To generate accurate Financial and Transaction Reporting in an environment with multiple Subsidiaries and Currencies, NetSuite defines Consolidated Exchange Rates. These rates are typically calculated by NetSuite based upon Currency Exchange Rates imported into NetSuite or included on individual Transactions. You can configure each Account to use a specific Consolidated Rate, but you cannot define how the rates are calculated. If your team would like to incorporate Consolidated Exchange Rates in your reporting and need assistance, please reach out to us [here](https://charted.com/get-started/). Stay tuned for part two where we dive into how Consolidated Exchange Rates are set and how they are used on reporting. **Topics:** NetSuite Consulting, NetSuite Managed Services --- ### [NetSuite multi-currency: A complete guide for global businesses](https://charted.com/blog/netsuite-multi-currency-a-complete-guide-for-global-businesses/) **Published:** April 9, 2026 **Author:** Alicia Sgromo **Content:** As companies expand into international markets, managing finances across borders becomes one of the most complex operational challenges they face. Revenue recognition, accounts payable and receivable, exchange rate volatility, country-specific reporting requirements, tax compliance—any one of these factors can quickly overwhelm teams who are relying on manual processes or systems not set up for global operations. For companies already using NetSuite, there is good news: NetSuite multi-currency functionality is built directly into the platform. It supports foreign currency transactions, multi-currency subsidiaries, real-time exchange rate conversion, and consolidated financial reporting, all without requiring a third-party add-on. ### Why multi-currency matters for growing businesses When a company begins transacting in more than one currency, the impact ripples across the entire finance function. This is not simply a matter of converting numbers. It touches revenue recognition, accounts payable and receivable, tax compliance, intercompany accounting, and financial consolidation. Multi-currency also affects day-to-day operations beyond the close. Accounts payable teams need to pay vendors in local currencies. Accounts receivable teams need to apply customer payments in whatever currency the transaction was denominated in. Sales teams need to price products in the customer’s local currency. Each of these activities generates foreign exchange exposure that has to be tracked, reported, and managed systematically. ### Native NetSuite multi-currency functionality NetSuite has key functionality for handling multi-currency transactions and subsidiaries. Notable amongst those are Real-Time Currency Conversion, Multi-Currency Transaction capability, Revaluation and automatic posting of transactional gains and losses, the ability to consolidate across multi-currency subsidiaries and the ability to provide financial statements in both the subsidiary base currency and the parent’s reporting currency. NetSuite’s multi-currency capabilities are available natively within the platform, with deeper multi-entity features available through [NetSuite OneWorld](https://www.netsuite.com/portal/products/global-business-management.shtml). ### Best practices for NetSuite multi-currency success Getting the most out of NetSuite multi-currency requires thoughtful setup and ongoing discipline. The following practices will help your team avoid common pitfalls and get to a clean, efficient multi-currency close process. **Establish functional currencies before going live** Determining the correct functional currency for each subsidiary is a foundational step that should happen before any transactions are recorded. In NetSuite, the base currency for a subsidiary cannot be changed once records with currency amounts have been saved. An incorrect functional currency assignment can create significant clean-up work and may require professional assistance to unwind. Work with your accounting and tax advisors to confirm the functional currency for each entity based on where it primarily generates and expends cash, not simply where it is incorporated. **Evaluate your exchange rate sourcing strategy** Not all companies can use NetSuite’s default daily exchange rate feed. Some jurisdictions require the use of a central bank’s official published rate for statutory tax or financial reporting purposes. Others may require specific rates for intercompany pricing agreements. Before enabling the automatic exchange rate integration, review your requirements for each country in which you operate. Where default feeds are appropriate, enable automation to reduce manual effort and rate-entry errors. Where specific rates are required, establish a consistent process for loading them on a defined schedule. **Build month-end multi-currency close procedures** A well-designed month-end close checklist is essential in any multi-currency environment. Key steps should include confirming that exchange rates are loaded and current for the period, running the revaluation process for all foreign currency open balances, reviewing the unrealized gain/loss postings, running intercompany eliminations, and generating consolidated financial statements. Teams transitioning from a single-currency environment often underestimate how much additional discipline the close process requires. Documenting each step and assigning clear ownership will prevent missed revaluations or stale rates from creating period-over-period inconsistencies. **Plan for tax compliance across jurisdictions** Multi-currency accounting intersects with tax compliance in ways that can catch companies off guard. Foreign currency gains and losses may have tax implications that differ by jurisdiction. Transfer pricing requirements often specify the rates that must be used for intercompany transactions. VAT and other indirect taxes may need to be reported in local currency at rates set by the relevant tax authority. Coordinate with your tax advisors early in the implementation process to ensure that NetSuite’s configuration aligns with your compliance requirements in each country. **Invest in change management and training** Moving to a multi-currency environment represents a meaningful change for accounting, accounts payable, accounts receivable, and operations teams. Concepts such as functional currency, transaction currency, revaluation, and currency translation adjustment may be new territory for staff who have only ever worked in a single-currency organization. Training should go beyond system navigation. Teams need to understand why these processes exist, how they affect financial results, and what to do when something looks unusual. Building that understanding upfront will reduce errors and support a more consistent, confident close process over time. ### Final thoughts NetSuite multi-currency management does not have to be complicated. The platform has mature, native tools that handle the accounting heavy lifting—real-time conversion, automated revaluation, intercompany eliminations, and consolidated reporting—that used to require weeks of manual work and significant audit risk. The difference between companies who struggle with NetSuite multi-currency operations and those who handle it smoothly usually comes down to setup decisions made early in the implementation and the quality of ongoing month-end discipline. Get the foundational configuration right, establish clean processes, and ensure your team understands the concepts behind the numbers. When those pieces are in place, NetSuite multi-currency becomes a competitive advantage, giving your finance team real-time visibility into global performance, with the confidence to close quickly, accurately, and consistently across every entity in your organization. [![banner for webinar on Multicurrency in NetSuite](https://charted.com/wp-content/uploads/2026/04/Charted-Social-Multicurrency-Webinar-26-03-1113x591-1-32x17.webp "Charted-Social-Multicurrency-Webinar-26-03-1113x591 - Charted")](https://lp.charted.com/webinar-registration-multi-currency-in-netsuite?_gl=1*1p9ddkw*_gcl_au*ODMwODY1ODQ1LjE3NzQ4Nzk0ODU.*_ga*NjMzMTgzNDc2LjE3NTg2NTg4Njc.*_ga_VK75RK0ZKJ*czE3NzU1NzU3OTIkbzIwNCRnMSR0MTc3NTU3OTUyMCRqNTQkbDAkaDA.) **Tags:** NetSuite Optimization **Topics:** NetSuite Consulting, NetSuite Managed Services, NetSuite Optimization --- ### [Automating Expense Amortization in NetSuite with Invoice AI](https://charted.com/blog/automating-expense-amortization-in-netsuite-with-invoice-ai/) **Published:** August 26, 2025 **Author:** Alicia Sgromo **Content:** ### What is Expense Amortization? Expense amortization is an important element of accrual-based accounting. It allows you to allocate the cost of a prepaid expense across multiple accounting periods, ensuring expenses are recognized when they are incurred rather than when they are paid. This is commonly needed for items like software subscriptions or services (for example, [Charted Premium Support](https://charted.com/support/)) that are paid upfront, but the service is rendered for a span of multiple months. Manually tracking prepaid expenses and posting adjustments month after month can be tedious and difficult to scale. Fortunately, NetSuite provides robust [expense amortization](https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/chapter_N1765678.html) capabilities right out of the box. **Key benefits of NetSuite’s amortization features include:** - Automating the [allocation of expenses ](https://charted.com/blog/part-1-of-4-expense-allocation-schedules-in-netsuite-are-they-right-for-you/)over multiple periods. - Creating reusable templates for different types of amortization schedules that align with your accounting policies and GAAP. - Deciding at the time of bill entry whether amortization should be applied. - But what if there was a way to make this even easier? ### Automating amortization with Charted Invoice AI Because [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning-for-netsuite/) works seamlessly within NetSuite, you can combine NetSuite’s native amortization functionality with AI-powered automation to reduce manual touchpoints for your accounts payable team. **Extracting amortization dates with AI Directions** Using simple, natural-language AI directions, Invoice AI can extract custom data points, such as amortization start and end dates, directly from an invoice. Users with the right permissions can create these directions themselves, enabling flexible, business-specific automation without custom development. [![](https://charted.com/wp-content/uploads/2025/09/Img6-32x1.webp "Img6 - Charted")](https://charted.com/wp-content/uploads/2025/09/image-7.webp)For more information on how natural-language AI directions can transform your invoice processes, check out [Beyond Templates: How AI Directions Are Revolutionizing Invoice Processing in NetSuite](https://charted.com/blog/beyond-templates-how-ai-directions-are-revolutionizing-invoice-processing-in-netsuite/). **Learning business-specific fields** Invoice AI can learn from your historical entries to suggest both header-level and line-level values based on how similar invoices from the same vendor and subsidiary were coded. This includes automatically selecting the correct amortization template for common expense types, ensuring consistency and compliance. [![](https://charted.com/wp-content/uploads/2025/09/Img7-32x10.webp "Img7 - Charted")](https://charted.com/wp-content/uploads/2025/09/image-1-2.webp)### Next-level automation With Invoice AI + NetSuite amortization, AP teams experience a dramatic reduction in manual work. Instead of manually reading dates off an invoice, entering them into a bill form and selecting templates each time, AP professionals can simply review pre-populated information, make any necessary adjustments, and move on to the next invoice while remaining confident that policies are being followed and data is accurate. It’s important to remember, automation doesn’t stop with invoice capture. Charted offers seamless 3-Way Matching, Approvals, and Payments to provide end-to-end AP automation without leaving NetSuite. To learn more, [contact us](https://charted.com/get-started/). **Tags:** AP Automation, NetSuite Native **Topics:** AP Automation, Automate, Expense Accruals, Invoice Processing --- ### [What's new with Charted: Payment method flexibility, FX visibility, and smarter PO bill processing in NetSuite](https://charted.com/blog/whats-new-with-charted-payment-method-flexibility-fx-visibility-and-smarter-po-bill-processing-in-netsuite/) **Published:** March 19, 2026 **Author:** Alicia Sgromo **Content:** Our latest updates bring more control to the payment release process, better transparency into international transactions, and continued improvements to Invoice AI—all within NetSuite. ### Payment Automation: Switch payment methods at release time [Payment Automation](https://charted.com/ap-automation-suite/payment-automation/) now lets you change your payment method when releasing a payment. Click the **…** in the new Actions column on the Ready For Release page to switch methods before releasing. No need to pull the payment back and start over. This covers situations where a vendor updates banking details late in the cycle, or where your team wants to route a specific payment through a different method for cost or timing reasons. ### International Payments: Better visibility into FX and vendor details [International Payments](https://charted.com/ap-automation-suite/international-payments/) now surfaces more useful information at each step of the payment workflow. ### Dual-currency remittance emails Remittance emails for foreign exchange transactions now include **both the original currency and the payout currency**. Your vendors see exactly what was sent and in what currency, cutting down on payment-related inquiries. ### Estimated FX rate in Ready For Release You can now view the [estimated FX exchange rate](https://charted.com/blog/part-1-of-2-netsuite-consolidated-exchange-rates-key-differences-between-consolidated-and-currency-exchange-rates/) when clicking into a transaction in Ready For Release, giving AP and treasury teams a clear picture of conversion costs before committing. ### Force USD for international vendors You can now Force USD when sending a vendor invite, limiting the currency to USD if that’s the only option you want to allow. The originating country dropdown is also now searchable, making vendor onboarding faster. ### Transaction ID on Bill Payments After releasing an international payment, the transaction ID now populates the check number field on the NetSuite Bill Payment record, so reconciliation maps cleanly back to the source transaction. ### Invoice AI: PO-backed bills now auto-process correctly after receipt We resolved an issue where PO-backed bills were not auto-processing after receipt when Auto-Create PO Bills was enabled. This is a key part of [Touchless Invoice Processing](https://charted.com/ap-automation-suite/invoice-processing-automation/), where invoices matched to purchase orders should flow through without manual intervention. With this improvement, that workflow works as expected again. Ready to explore how these updates can improve your AP operations? [Schedule a consultation](https://charted.com/get-started/) with our team of NetSuite and AP automation experts. **Tags:** Product Updates **Topics:** International Payments, Invoice AI, Payment Automation, Product Updates --- ### [The complete guide to AP automation in NetSuite, Part 1: A strategic roadmap](https://charted.com/blog/the-complete-guide-to-ap-automation-in-netsuite-part-1-a-strategic-roadmap/) **Published:** November 3, 2025 **Author:** Alicia Sgromo **Content:** ### Why AP automation is on every CFO’s radar? Finance teams are under increasing pressure to do more with less. Manual invoice processing, paper approvals, and disconnected systems make it hard to scale operations, close the books quickly, or prevent fraud. Enter **Accounts Payable (AP) Automation**: A set of technologies that modernizes how companies receive, approve, and pay invoices. For organizations running on NetSuite, the AP automation landscape is evolving rapidly—and choosing the right approach is more strategic than ever. This guide is designed for finance, IT, and operations leaders who want to: - Understand what AP automation is (and isn’t) - Know when to invest - Evaluate solutions architecturally and strategically - Quantify the business value and ROI - Future-proof their NetSuite investment ### What is accounts payable automation? At its core, **AP automation is the digitization and automation of the invoice-to-payment lifecycle**. That includes: - Vendor onboarding and management - Invoice intake and data extraction (paper, email, PDF) - Intelligent validation (PO matching, duplicate detection) - Approval routing and exception handling - Payment execution (ACH, wires, checks) - [Real-time reporting](https://charted.com/blog/5-advantages-of-netsuite-native-ap-automation-solutions/), audit trails, and compliance controls In a manual process, AP teams waste hours entering invoice data, tracking down approvers, uploading payment files, and reconciling transactions across systems. AP automation aims to eliminate all of that—by embedding control, efficiency, and scalability into the finance function. ### When should a company invest in AP automation? There’s no one-size-fits-all answer, but the following are common signs: - Invoice volume exceeds 100 invoices per month - Invoice approvals introduce dozens or hundreds of emails, generating confusion and making approvals difficult to complete - Monthly close is consistently delayed by invoice reconciliation - Duplicate payments or missed discounts are becoming common - Audit or compliance burdens are growing (SOX, HIPAA, GDPR) - The AP team is spending more time chasing paperwork than analyzing cash flow If your team spends more time moving data than managing exceptions, it’s probably [time to look at your options](https://charted.com/blog/do-more-with-less-in-2025-the-business-case-for-financial-automation/) for implementing AP automation. ### How to evaluate the ROI of AP automation? The ROI of AP automation comes from four key areas: **Value Driver** **Financial Impact** Time Savings Reduced hours spent on manual entry, approvals, and reconciliation Fewer Errors Lower risk of duplicate payments, fraud, or missed invoicesFaster Close Improved cash-flow visibility and working capital managementAudit Readiness Reduced cost of compliance and fewer audit hours A mid-sized business processing 1,000 invoices per month could easily save: - 30–50% of time spent on manual AP efforts - 1–2 days off the monthly close - Thousands of dollars in audit prep and recovery from payment mistakes ### Why AP automation is still important? In the face of increasing AI adoption, automation can already feel old-fashioned to some. And yet, according to the [latest report on AP Automation Trends](https://acarp-edu.org/accounts-payable-automation-trends-2025/) from the Institute of Financial Operations and Leadership (IFOL), 66% of AP teams are still manually entering invoices, 21% of organizations are not prioritizing automation, and 27% of AP teams reported having no automation whatsoever. When one tenth of AP professionals are still relying entirely on paper, the need for AP automation (and adopting an ERP like NetSuite) are still not only important considerations for finance teams, they’re hugely beneficial and important investments. In part 2 of this blog series, learn about [the two paths of AP Automation](https://charted.com/blog/the-complete-guide-to-ap-automation-in-netsuite-part-2-integrated-vs-embedded-platforms/). Will you take the easy one, with significantly less ROI, or the path less travelled, to complete AP Automation? [![](https://charted.com/wp-content/uploads/2025/11/Complete-guide-Webinar-CTA-live@2x-32x9.webp "Complete guide Webinar CTA live@2x - Charted")](https://lp.charted.com/webinar-complete-guide-to-ap-automation?_gl=1*18ob3g1*_gcl_au*MTM5OTQ0NDI3NC4xNzU4NjU4ODY1*_ga*NjMzMTgzNDc2LjE3NTg2NTg4Njc.*_ga_VK75RK0ZKJ*czE3NjIyMDU2NzckbzU1JGcxJHQxNzYyMjA1NzU0JGo0NyRsMCRoMA..) **Topics:** AP Automation --- ### [NetSuite Purchase Order Approvals using Employees](https://charted.com/blog/netsuite-purchase-order-approvals-using-employees/) **Published:** April 7, 2020 **Author:** bb-admin **Content:** By using the Charted [Approval Automation](/ap-automation-suite/approval-automation-for-netsuite/ "https://charted.com/netsuite-bundles/approval-workflow-automation-bundle/") feature, it’s very easy to setup an approval process which requires one or more employees to approve a Purchase Order. The configuration steps below show how to require two specific employees to approve all Purchase Orders. However, this isn’t the only way to set this up. See the Frequently Asked Questions below for more details! ### Configuration Setting up this approval process is very easy using the Charted [Approval Automation](/ap-automation-suite/approval-automation-for-netsuite/ "https://charted.com/netsuite-bundles/approval-workflow-automation-bundle/") feature for NetSuite! Use the following process to set up your approval requirements in your environment: **Step 1:** Enable approvals for the Purchase Order ![](https://charted.com/wp-content/uploads/2025/09/employeeprocess.webp "- Charted") **Step 2:** Setup an Approval Process with an Employee Approval Step ![](https://charted.com/wp-content/uploads/2025/09/employeestep1.webp "- Charted") **Step 3:** Configure the Approval Step to specify the required employees and indicate that all of the specified employees must approve ![](https://charted.com/wp-content/uploads/2025/09/employeestep2.webp "- Charted") **Step 4:** You’re done. Purchase Orders can now be submitted for approval and the specified employees will be required to approve the transaction. ![](https://charted.com/wp-content/uploads/2025/09/employeestep3.webp "- Charted") ### Frequently Asked Questions ***Can the set of required employees change dynamically based on the transaction being submitted for approval?*** This is a common request which can be handled by our solution. There are a number of options to dynamically choose who the approver should be. One of the most common requests we’ve seen is to have the approver(s) be specified on a department. Based on the PO’s department (header level), lookup who the approver(s) should be. There’s a setting called “Employee Lookup” (see Step 3’s screenshot) which can be used to “lookup” fields related to the Purchase Order being approved. In this scenario, the lookup can be configured to look at the PO’s department’s approvers. However, that’s a simple scenario. Our solution can easily handle complex scenarios such as looking up the approver(s) based on line-level fields, taking into account multiple other fields and conditions. **Do all of the employees specified need to approve? Does it matter who approves first?** Yes, based on the settings configured above, both approvers are required to approve. It doesn’t matter who approves first. However, there’s a setting shown above called “All Employees Must Approve”. When this setting is unchecked, only one of the specified approvers is required to approve. If you would like to require both, but have approvals be required in a specific order, this is also very easy to setup! **An employee is out of office. Can they be skipped in the approval hierarchy?** One or more roles in NetSuite can be setup to act as Super Approvers. Super Approvers can quickly navigate to a Purchase Order and change who the next approver should be. **Can the approvals follow the specified employee’s hierarchy?** This is actually a different type of approval, but it’s possible. Please see our [article on employee hierarchy approvals](https://charted.com/netsuite-purchase-order-approvals-using-employee-hierarchy/) for more details. **My approval process is more complex than a simple employee-based approval. Can your product handle other types of approval processes?** Our solution is designed to be flexible and will handle nearly anything you can throw at it – it’s not limited to employee-based approvals. We’ve seen complex, multi-stage custom approval workflows (that no one wants to touch!) be quickly replaced with our solution. Reach out if you would like to discuss your use case. For more information about this feature, please read here: [Approval Automation ](/ap-automation-suite/approval-automation-for-netsuite/) **Topics:** AP Automation, Approval Workflow --- ### [NetSuite Purchase Order Approvals using Employee Hierarchy](https://charted.com/blog/netsuite-purchase-order-approvals-using-employee-hierarchy/) **Published:** March 16, 2020 **Author:** bb-admin **Content:** A common requirement when approving Purchase Orders in NetSuite is to have the approval process follow an employee hierarchy. What does this mean? When an employee submits a Purchase Order, their Supervisor should be requested to approve. Once their Supervisor approves, approval should be requested from the Supervisor’s Supervisor. This process continues to follow the hierarchy until a Supervisor approves who has a Purchase Approval Limit greater or equal to the Purchase Order’s total. In NetSuite, there’s also the concept of a Purchase Approver. Similar to a Supervisor, they are specified on an Employee’s record. If a Purchase Approver is specified, the Purchase Approver should be used for approval instead of the Supervisor. ### Configuration Setting up this approval process is very easy using Charted [Approval Automation](https://charted.com/ap-automation-suite/approval-automation-for-netsuite/ "https://charted.com/netsuite-bundles/approval-workflow-automation-bundle/") for NetSuite! **Step 1:** Enable approvals for the Purchase Order ![](https://charted.com/wp-content/uploads/2025/09/6d6fd365-0469-47a3-96dc-74bd6124708e.webp "- Charted") **Step 2:** Setup an approval process with a single Employee Hierarchy Approval Step ![](https://charted.com/wp-content/uploads/2025/09/56f6db9e-9205-4892-bd14-3fdeca53d070.webp "- Charted") **Step 3:** You’re done. Purchase Orders can now be submitted for approval and the NetSuite Employee hierarchy will automatically be followed! ![](https://charted.com/wp-content/uploads/2025/09/1d489e3c-d405-426b-a741-0ad55e88e017.webp "- Charted") ### Frequently Asked Questions ***Purchase Orders are sometimes entered on behalf of another employee (“PO Requestor”). Can the approval process follow the hierarchy of the PO Requestor?*** This is a common request which can be handled by our solution. To handle this scenario, a PO Requestor field is commonly added to the Purchase Order, allowing the employee entering the PO to specify the employee. Our solution can then easily be pointed at the PO Requestor field to determine which employee hierarchy to follow. ***I would like the PO Requestor to always approve the Purchase Order before following their hierarchy. Is this possible?*** Yes, this is possible. Our solution provides a setting called “Employee Must Approve” to enable this functionality. All that’s required is checking off a box on our settings screen! ***The employee entering the Purchase Order has a Purchase Limit defined. Can we skip the approval hierarchy if the PO is less than their Purchase Limit?*** Yes, this is possible. Our solution provides a setting called “Skip Step Based on Purchase Limit” to enable this functionality. All that’s required is checking off a box on our settings screen! ***An employee in the hierarchy is out of office. Can they be skipped in the approval hierarchy?*** One or more roles in NetSuite can be setup to act as Super Approvers. Super Approvers can quickly navigate to a Purchase Order and change who the next approver should be in the hierarchy. ***My approval process is more complex than a simple employee** **hierarchy** **approval. Can your product handle other types of approval processes?*** Our solution is designed to be flexible and will handle nearly anything you can throw at it – it’s not limited to employee hierarchy approvals. We’ve seen complex, multi-stage custom approval workflows (that no one wants to touch!) be quickly replaced with our solution. Reach out if you would like to discuss your use case. For more information about the bundle pricing and features, read here: [Approval Automation](https://charted.com/ap-automation-suite/approval-automation-for-netsuite/) **Topics:** AP Automation, Approval Workflow --- ### [NetSuite buyer’s guide: Biotech & life sciences companies](https://charted.com/blog/netsuite-buyers-guide-biotech-life-sciences-companies/) **Published:** December 16, 2025 **Author:** Alicia Sgromo **Content:** ## Understand what you’re buying [Biotech and life sciences](https://charted.com/services/biotech-and-life-sciences/) companies operate in one of the most complex and regulated industries in the world. From managing R&D spend and clinical trial costs to navigating commercialization and compliance, the need for a scalable, cloud-based ERP system like NetSuite is clear. But selecting and implementing NetSuite is more than an IT or Finance decision—it requires a plan that strategically aligns your company’s resources with both near-term and long-term goals. Whether you’re a pre-revenue biotech focused on discovery and fundraising or a commercial-stage life sciences company scaling operations and revenue, this NetSuite buyer’s guide outlines the key considerations to ensure your NetSuite journey is successful. ### 1. Determine your project’s objectives and build a business case Start by aligning ERP goals with your business lifecycle. Pre-revenue biotech companies often prioritize establishing the financial foundation for core accounting processes, controls and compliance, and clinical trials tracking. Commercial-stage companies instead often focus on supply chain and inventory management, revenue recognition, and automation to scale. A strong business case should reflect your strategic priorities, whether it’s preparing for IPO, supporting commercialization, or enabling global expansion. Quantifying ROI can be challenging, but consider key areas such as operational efficiencies via automation, deferring hiring, consolidating systems, and costs. **Tip:** Include stakeholders from finance, R&D, and operations to ensure the business case reflects cross-functional needs. ### 2. Define current and future state requirements Document your current processes but also anticipate future needs. Pre-revenue companies may have lean teams and manual processes they’re trying to automate, while commercial-stage firms require robust capabilities for supply chain, manufacturing, and multi-entity consolidation. Consider how your requirements will evolve over the next three to five years. A common approach is to create an ERP roadmap for your needs; for example, pre-revenue companies may prioritize core accounting and clinical trial tracking for initial go-live, with a plan to include supply chain and inventory management in future phases. This future-proofing ensures NetSuite remains a strategic asset as your company grows. **Tip:** Use scenario planning to map out requirements for key milestones like IND filing, Phase III trials, or product launch. ### 3. Validate product fit and choose the right edition/modules NetSuite offers industry-specific editions and modules that can be tailored for specific biotech needs. For example: - Pre-revenue biotech firms may benefit from NetSuite Financials First, with modules for GL, AP/AR, and budgeting. - Commercial-stage companies may require Advanced Revenue Management, Work Orders & Assemblies, WIP & Routing, Inventory, and Multi-Book Accounting to support GAAP and IFRS compliance. The key is to validate that the edition and modules align with your operational complexity and regulatory requirements. **Tip:** Ask for demos that reflect biotech-specific workflows like clinical trial expense tracking, COGS allocation, or Work Order management. ### 4. Plan the implementation strategically ERP implementations in biotech must prioritize a scope for initial go-live that addresses short-term needs but still considers long-term objectives. This should include functional processes and modules, as well as data migration, training, and any integrations. Define a phased approach that aligns with your overall ERP roadmap with a timeline that takes into consideration other competing business priorities (i.e. clinical trial launches, financial audits, or fiscal year-end). Implementing NetSuite requires a significant investment of people’s time and resources; therefore, having a strong plan is paramount for success. **Tip:** To mitigate risk, determine any blackout periods where the project team will be unavailable, and factor this into the overall project plan. ### 5. Find the right implementation partner Biotech companies benefit from partners who understand the nuances of the industry, such as clinical trial management, regulatory compliance, and spend management. [Look for NetSuite partners ](https://charted.com/blog/netsuite-implementation-partner-importance-of-industry-expertise/)with life sciences experience, a proven methodology, and a collaborative approach. A good partner’s governance model should include: - Project management - Executive sponsorship - Communication protocols to ensure all resources are aligned **Tip:** Ask for references from similar-stage biotech clients and inquire about their experience helping biotech customers achieve regulatory compliance. ### 6. Negotiate and prepare for implementation Understand NetSuite’s licensing model, renewal terms, and support tiers. Negotiate for scalability, especially if you anticipate rapid growth, or M&A activity. Find an experienced NetSuite buyer or consultant who can offer insight into the right pricing and packaging for your current and future needs. **Tip:** Align your contract length with your long-term strategy—an ERP is a long-term investment; therefore, locking in a long contract can help mitigate renewal price increases. ### Final thoughts NetSuite offers a powerful platform for biotech and life sciences companies to manage complexity, scale efficiently, and stay compliant. But success depends on thoughtful planning, industry-specific knowledge, and the right partner. Whether you’re in early-stage R&D or scaling commercial operations, a strategic approach to ERP selection and implementation will position your company for long-term success. For more information on NetSuite implementations, click [here](https://charted.com/services/netsuite-implementations/). **Tags:** NetSuite Implementation **Topics:** Biotech & Life Sciences, NetSuite Consulting, NetSuite Implementation, NetSuite Managed Services, NetSuite Optimization --- ### [NetSuite CSV Imports series: Tips and tricks to improve your data experience, part three](https://charted.com/blog/netsuite-csv-imports-series-tips-and-tricks-to-improve-your-data-experience-part-three/) **Published:** January 14, 2020 **Author:** bb-admin **Content:** *This is Part Three in a series. Click to read [Part One](https://charted.com/blog/netsuite-csv-imports-series-tips-and-tricks-to-improve-your-data-experience-part-one/), [Part Two](https://charted.com/blog/netsuite-csv-imports-series-tips-and-tricks-to-improve-your-data-experience-part-two/), and [Part Four](https://charted.com/blog/netsuite-csv-imports-series-tips-and-tricks-to-improve-your-data-experience-part-four/).* ### Part three: Scripts, workflows, and CSV Import security Now that we discussed why and how to use the CSV Import function – as well as some common limitations and mistakes to avoid – we are going to look at scripts and workflows affecting the imported data and how it interacts with the security parameters established in your NetSuite environment. These two sections will help you use this function while preserving the structure already in use. ### Scripts, workflows, and CSV Imports Remember, when using the CSV import engine, you are actually creating/updating real records in NetSuite, just as if you were doing so via the user interface. As a result, it is important that you verify any scripts and workflows operating against the record type in question will function correctly when records are created/updated via import. For instance, it is important to make sure that, if the record type in question would ordinarily go through an approval process when created via the UI, it will also go through that approval process when created via import. Here are a few more things to consider when using this process: 1. “CSV Import” is considered a scripting and workflow “Context.” - Scripts and workflows only fire for designated **Contexts** (user interface, CSV import, etc.). This means that a script or workflow that fires when a user interacts with a record type via the UI might not fire when records of that type are created/updated via CSV import. It is important to understand for what contexts the various scripts and workflows operating against the record type in question are set to fire, and to make sure that those contexts are appropriate prior to processing import jobs. An appropriate technical resource can help you make this determination. 2. Consider CSV Imports When Designing Workflows and Scripts - While this may not apply to the average user, it is important that those employees involved in designing and implementing scripts and workflows consider whether the records affected are regularly created or updated via CSV import. When designing a robust approval process, check to see if the record type in question is created via import before establishing the scripts/workflows governing that process. This will ensure the scripts and workflows fire correctly for those contexts. 3. The CSV Import “Advanced Options” menu can be used to turn scripts and workflows on or off. - This option can be useful if you are updating historical records and do not want to re-trigger scripts and workflows that would ordinarily fire if such records were edited via the UI. Note that access to this setting is governed by a specific permission, separate from the general CSV import permission, pictured below: ![](https://charted.com/wp-content/uploads/2025/09/Part-3-Image-1.webp "- Charted") ### Security and CSV Imports While the CSV import engine is a powerful and useful tool, it does allow users to create or modify records quickly and in bulk – Access to this functionality should be restricted to specific users. Below are a few things to consider when thinking about security measures surrounding CSV Imports: To access these settings, go to “SetUp” -> “Users/Roles” -> “Manage Roles,” and choose “Import CSV File” from the list of permission settings under Setup, pictured below: ![](https://charted.com/wp-content/uploads/2025/09/Part-3-Image-2.webp "- Charted") 1. The general ability to import or update records via CSV is controlled by the “Import CSV File” permission found in the Setup permissions list on the Role form. - Note that the only level available to this permission is “Full.” 2. Users with the “Import CSV File” permission are still restricted based on the record types to which they have access. - For instance, a user with the permission to import CSV files but without the permission to create or edit sales orders will not be able to create/edit sales orders via CSV. 3. Access to the option to disable workflows and scripts per import is controlled separately via the “Control SuiteScript and Workflow Trigger per CSV Import” permission. - Note that the company-wide default for this option is set under CSV Import Preferences. ![](https://charted.com/wp-content/uploads/2025/09/Part-3-Image-3.webp "- Charted") By establishing security permissions, you can restrict who has the ability to create certain record types while still giving them access to the CSV Import function. This is one way to enable your team’s use of the function while maintaining the current security parameters. Ensure you’ve enabled your team’s success by monitoring scripts, workflows, and security restrictions before deploying this function to avoid incorrect records. Check out [part four](https://charted.com/blog/netsuite-csv-imports-series-tips-and-tricks-to-improve-your-data-experience-part-four/) of the CSV Imports Series featuring a list of best practices, a real world example, and the conclusion of the series. Learn more about how [Charted](https://charted.com/) improves your NetSuite workflows. **Topics:** NetSuite Consulting, NetSuite Implementation --- ### [NetSuite CSV Imports series: Tips and tricks to improve your data experience, part two](https://charted.com/blog/netsuite-csv-imports-series-tips-and-tricks-to-improve-your-data-experience-part-two/) **Published:** January 7, 2020 **Author:** bb-admin **Content:** *This is Part Two in a series. Click to read [Part one](https://charted.com/blog/netsuite-csv-imports-series-tips-and-tricks-to-improve-your-data-experience-part-one/), [Part three](https://charted.com/blog/netsuite-csv-imports-series-tips-and-tricks-to-improve-your-data-experience-part-three/), and [Part four](https://charted.com/blog/netsuite-csv-imports-series-tips-and-tricks-to-improve-your-data-experience-part-four/).* ### Part two: CSV Import limitations and common pitfalls This week, we will look at the different limitations of the CSV Import function in order to better prepare your team for a successful adoption of this function – knowing what will and won’t work ahead of time will save your team valuable time in the future. Secondly, we will look at some common pitfalls – or unexpected mistakes – that we have encountered when attempting to use this function. Again, knowing these in advance could save your team valuable time in projects with large data sets. ### CSV Import limitations While the CSV import engine in NetSuite is a powerful tool, it does have some limitations. In order to establish your understanding of its capabilities, we have compiled some of the most important restrictions to be aware of, as follows: 1. Not all record types are exposed to the CSV import engine. - Check [SuiteAnswers](https://www.netsuite.com/portal/landing/suiteanswers.shtml) to be sure the record you are working with is available to the tool prior to assembling your worksheet. Even some common records (allocation schedules, for instance) cannot be created/edited via import. 2. The number of records imported via a single file/job is limited. - NetSuite can only process 25,000 records during a single import. Combat this restriction by breaking up your document into multiple jobs if the number of records exceeds 25,000. 3. The CSV import engine interface is somewhat technical. - While designed for non-technical users, the CSV import engine interface does require a certain level of comfort with technical concepts. Read through this series to familiarize yourself with the different aspects, and lean on SuiteAnswers for more help. 4. Imports can be time-consuming. - While it is quicker than manually updating each record, the document upload itself can still take 45 minutes or more to import or update a large number of records. Plan accordingly! ### Common CSV Import pitfalls Even the most experienced users of the CSV import engine can fall prey to some common mistakes when assembling files and processing jobs. To keep your projects safe, we’re going to highlight some of the most common pitfalls and how to avoid them: 1. “Data formatting is incorrect.” - NetSuite requires that most data on CSV imports be formatted in a particular way. For instance, posting period must be formatted as “mmm yyyy,” while dollar amounts must be formatted with two decimals, no commas. Checking the required formats as a last step before saving your CSV file can save a lot of headaches – and remember, previously-defined formatting tends to disappear when opening, editing, and re-saving CSV files! 2. “The CSV file contains blank rows or formulas.” - Simply clearing the contents of cells rather than deleting them, or leaving formulas in your file rather than copying them out will cause your import to fail. Avoid this problem by copying only those cells which contain data into a new sheet and saving that sheet for use in your import. 3. “The CSV file contains impermissible combinations of data.” - For instance, a journal entry import might include a GL account to which the specified subsidiary does not have access. Carefully read the errors reported in the import CSV response file to help diagnose these issues. 4. “For keyed fields, values on the CSV file do not match those in NetSuite.” - Remember, when your import involves fields that, in NetSuite, are associated with a predefined set of values (“keyed fields”), the data on your CSV file must match one of the values in the system **exactly**. It is also important to know that NetSuite allows you to choose, by field, the type of keyed field matching you would like to use on your import – Name, External ID, or Internal ID. While NetSuite defaults to using Name, you can change to External ID or Internal ID by clicking on the pencil icon next to the appropriate field in the mappings screen: ![](https://charted.com/wp-content/uploads/2025/09/Part-Two-Image-1.webp "- Charted") ![](https://charted.com/wp-content/uploads/2025/09/Part-Two-Image-2.webp "- Charted") Knowing these limitations and pitfalls in advance can help better prepare your team for a successful adoption of this function in appropriate use cases. Save time and double check your documents for these common mistakes before attempting to upload them. Check out [part three](https://charted.com/blog/netsuite-csv-imports-series-tips-and-tricks-to-improve-your-data-experience-part-three/) of the CSV Import Series where we will be looking at how the import function deals with custom scripts and workflows. In addition, we will go over the security restrictions of this process and how it interacts with restrictions already established in your NetSuite environment. Learn more about how [Charted](https://charted.com) can help you with your NetSuite environment. **Topics:** NetSuite Consulting, NetSuite Implementation --- ### [A guide to streamlining EFT payments in NetSuite](https://charted.com/blog/guide-to-streamlining-payments-in-netsuite/) **Published:** April 16, 2024 **Author:** bb-admin **Content:** In today’s fast-paced business landscape, efficient management of financial transactions is essential for driving growth and maintaining competitiveness. NetSuite stands out as a preferred solution for many businesses due to its flexible options for both sending and receiving payments. By leveraging NetSuite’s capabilities, organizations can streamline their payment processes, saving time, reducing costs, and optimizing cash flow management. As technology advances, traditional payment methods such as checks are gradually being replaced by more modern alternatives such as Electronic Funds Transfers (EFTs), wire transfers, and ACH payments. However, understanding the distinctions among these payment options is crucial and allows businesses to make informed decisions about their payment processing strategies. Each method comes with its own set of advantages and considerations, including cost efficiency, the speed at which funds are transferred, accessibility and security and risk management. By carefully evaluating these factors, businesses can optimize their payment processes to support their operations effectively. ### What are EFTs? EFTs are any electronic way of moving money and are frequently referred to as electronic bank transfers, e-checks, or electronic payments. ### Exploring different types of EFTs 1. **Automated Clearing House (ACH)** This is an electronic transfer between two financial institutions made using the ACH network, which moves money between banks and credit unions in the US and Puerto Rico. ACH transactions are administered and operated by the National Automated Clearing House Association (NACHA). 2. **Wire transfers** These transfers move money quicker, but also can come at a higher risk. There are two types of wire transfers: Domestic and International. Domestic wires are facilitated by the Federal Reserve and take place on the Federal Reserve Wire Network, also known as the Fedwire. Domestic wire transfers can be delivered the same day. [International wire transfers](https://charted.com/blog/improve-efficiency-with-netsuite-electronic-bank-payments/) typically go through the SWIFT network and can be delivered within two business days. ### What is payment automation? Payment automation refers to the process of automating various aspects of the payment process within a business. It involves using technology to streamline and optimize tasks related to making and receiving payments, such as invoicing, bill payment, payroll processing, and reconciliation. Payment automation aims to eliminate manual tasks, reduce errors, save time, improve efficiency, and enhance control and visibility over financial transactions. This can be achieved through the implementation of software solutions, integration with banking systems, and leveraging electronic payment methods. ### Key considerations for payment automation solutions As businesses transition towards automated payment solutions [within NetSuite](https://charted.com/blog/netsuite-native-ap-automation-being-inside-is-what-really-matters-according-to-netsuites-founder/), selecting the right platform becomes critical. Several factors should be taken into account when evaluating payment automation solutions: 1. **Streamlined payee onboarding** Simplifying the onboarding process saves time and resources for both your business and your vendors. Instead of spending hours manually entering data or navigating complex setup procedures, find a solution that automates this process. 2. **Effortless configuration** Time is of the essence in business operations. Opting for a solution with an easy self-service setup process streamlines configuration, minimizing downtime and maximizing productivity. 3. **Flexibility in payment options** Recognizing the diverse needs of businesses, an ideal payment automation solution offers a variety of payment options. Even though checks are becoming less common, they’re still used by many businesses. So, it’s important to find a way to manage both electronic and paper payments efficiently. 4. **Enhanced control** Empowering businesses to maintain control over vendor relationships and payment options is imperative. Opting for a solution that offers visibility and flexibility in payment management ensures strategic decision-making and fosters collaborative partnerships with vendors. 5. **Prioritize security** In a world with cyber threats, safeguarding your financial assets is non-negotiable. Ensure the solution has robust security measures, including authentication protocols when releasing payments and fraud prevention mechanisms. 6. **Ensure compliance** Adherence to industry standards, such as SOC2 certification, underscores the commitment to regulatory compliance and data integrity. Choosing a solution that aligns with these standards instills confidence in stakeholders and protects your business against potential threats. ### Automate payments in NetSuite with Charted Charted offers a robust [Payment Automation](https://charted.com/ap-automation-suite/payment-automation-for-netsuite/) solution, ensuring the most efficient and secure way to send payments without ever leaving NetSuite. With Charted Payment Automation, there’s no need to generate NACHA files or login to your bank portal to release payments. Instead, seamlessly link your bank account through our user-friendly self-service setup process. Supporting all US banks and allowing for unlimited subsidiaries, your business can seamlessly scale in the future. Say goodbye to manual data entry with our vendor self-onboarding process. Vendors receive email invitations, allowing them to effortlessly enter their banking information. We prioritize flexibility, offering a range of payment options, including ACH and Check Printing, to accommodate your unique business requirements. Once the vendor submits their payment details, you’re in complete control. Within NetSuite, you can review the information provided and easily approve or reject. Security is top of mind, which is why our industry-leading security practices, including double authentication for payment releases, mitigate the risk of fraud, providing you and your stakeholders with peace of mind. Charted is SOC2 compliant, demonstrating our commitment to regulatory compliance and data integrity, ensuring a secure environment for your financial transactions. If you’re interested in learning more about this solution, please reach out to us [here](https://charted.com/get-started/). **Topics:** AP Automation, Payment Processing --- ### [Charted, formerly SquareWorks Consulting, ranked number 158 Fastest-Growing Company in North America on the 2025 Deloitte Technology Fast 500™](https://charted.com/blog/charted-formerly-squareworks-consulting-ranked-number-158-fastest-growing-company-in-north-america-on-the-2025-deloitte-technology-fast-500/) **Published:** November 19, 2025 **Author:** Alicia Sgromo **Content:** *Attributes 517% Revenue Growth to investment in AI-enabled automation technology* **Boston, MA, November 19, 2025** — [Charted](https://charted.com/), formerly SquareWorks Consulting, today announced it ranked #158 on the [Deloitte Technology Fast 500](https://www.deloitte.com/us/en/Industries/tmt/articles/fast500-winners.html)™, a ranking of the 500 fastest-growing technology, media, telecommunications, life sciences, fintech, and energy tech companies in North America, now in its 31st year. Charted grew 517% during this period. Charted chief executive officer, Bernardo Enciso credits the accelerating shift toward modern, automated finance operations—and the growing demand for native AP solutions—with the company’s 517% revenue growth over the past three years. He said, “AP teams are having to do more with less and need automation and AI-driven solutions they can trust with their organization’s financials. As companies scale, expand internationally and navigate changing regulations, they turn to Charted to simplify workflows and deliver full visibility and controls, all while staying native in their ERP. We are thrilled that our dedication to improving the end-to-end AP process has led to back-to-back recognition on the Deloitte Fast 500 list.” “This year’s rankings highlight both enduring leadership and breakthrough momentum,” said Wolfe Tone, US Deloitte Private & Emerging Client Portfolio leader and partner, Deloitte Tax LLP. “More than half of the winners are prior honorees, yet the majority of the top ten are first-time entrants — demonstrating the staying power of established leaders alongside the accelerating growth of new innovators across key sectors. As in previous years, private companies continue to dominate, underscoring the agility that private enterprises bring to competitive markets, enabling the exceptional triple and quadruple digit growth reflected in these rankings.” Charted previously ranked #218 as a Technology Fast 500 award winner for 2024 as SquareWorks Consulting, the company’s first time on the list. **About the 2025 Deloitte Technology Fast 500** Now in its 31st year, the Deloitte Technology Fast 500 provides a ranking of the fastest-growing technology, media, telecommunications, life sciences, fintech, and energy tech companies — both public and private — in North America. Technology Fast 500 award winners are selected based on percentage fiscal year revenue growth from 2021 to 2024. In order to be eligible for Technology Fast 500 recognition, companies must own proprietary intellectual property or proprietary technology that significantly contributes to the company’s operating revenues. Companies must have base-year operating revenues of at least US$50,000, and current-year operating revenues of at least US$5 million, with a growth rate of 50% or greater. Additionally, companies must be in business for a minimum of four years and be headquartered within North America (United States and Canada). **About Charted** Charted clears the path for finance teams with AP Automation solutions built directly into your ERP—no integrations, no extra systems. Gain real-time clarity on every invoice, approval, and payment so you can focus on what really matters. Eliminate manual data entry with AI-powered capabilities and expense accrual automation to accelerate your month-end close. Combine the power of your full ERP dataset with Charted built-in controls to manage the most complex approvals and workflows, producing results at scale. Backed by decades of ERP best practices and expertise, we enable multi-entity, multi-currency workflows to support your AP automation needs anywhere in the world. Charted was born from years of hands-on implementation and consulting experience. With consulting roots and product strength, Charted is your one-stop-shop for everything ERP. To find out more, please visit [charted.com](https://charted.com/). **Media Contact** Alicia Sgromo Corporate Communications \*Please see [www.deloitte.com/us/about](http://www.deloitte.com/us/about) for a detailed description of their legal structure. **Tags:** Announcements, Awards, Press Releases **Topics:** Press Releases --- ### [How exposed is your NetSuite accounts payable operation? The business case for investing in AP Automation ](https://charted.com/blog/how-exposed-is-your-netsuite-accounts-payable-operation-the-business-case-for-investing-in-ap-automation/) **Published:** July 29, 2025 **Author:** Alicia Sgromo **Content:** ### Unmasking hidden financial risks and how to prevent them NetSuite is a powerful foundation for your organization’s financial operations, aiming to be a single, secure home for all your financial data. However, while NetSuite is a significant investment, realizing the full value requires further consideration, especially when it comes to Accounts Payable (AP). Relying solely on NetSuite’s built-in AP tools, or using non-native integrations, can surprisingly limit financial operations—and in an era of increasing risk and escalating fraud, the repercussions of limited financial insight can be serious. ### The rising tide of fraud and why AP is a prime target Fraud is on the rise, and your AP team is the number one target. The latest reports indicate a dramatic increase in business email compromise (BEC) attacks, where AP professionals are being targeted due to their access to financial information and bank accounts. The rise of generative AI is directly responsible for the increasing number and success rate of financial attacks, making fraud harder to spot with voice cloning, deepfake videos, and professionalized language. Accounts payable professionals are particularly vulnerable due to their proximity to the financial controls of an organization. Common examples of BEC attacks include: - Fake invoices are emailed from what appears to be an existing vendor. - Fraudsters gaining access to a vendor’s email to send fraudulent requests to update bank account information, changing the banking information to their own account. - Impersonating an executive (like a CEO) via email or text and requesting funds be sent to a specific location. Beyond digital threats, check fraud also remains a common issue. Checks often present an easy opportunity for fraudsters due to limited oversight over check stock and a lack of a clear paper trail. ### How default NetSuite AP processes introduce risks While NetSuite offers a secure environment, its inherent security can be voided if organizations rely on third-party applications using integrations that keep financial data outside of NetSuite. This “connector-based” automation introduces several downsides: - **Increased likelihood of errors** as employees are forced to toggle between NetSuite and a separate AP automation system that requires new training. - **Higher chances of security vulnerabilities** because financial data is maintained outside of your NetSuite instance. - **Hidden costs due to maintenance** requirements for integrations, which often break and require additional IT investment. - **Interrupted data flow**, leading to unreliable and outdated financial information, which can negate the entire benefit of using a platform like NetSuite for accurate data. ### Automation: The key to risk reduction and fraud prevention in NetSuite The good news is that automation, particularly NetSuite-native, or integrationless, solutions, are the answer to tightening financial controls and significantly reducing risk. Here’s how automation strengthens your AP security: - **Eliminating risky email correspondence**: AP automation eliminates the need for back-and-forth email correspondence by moving processes into secure, automated systems, keeping your financial data safe. - **Direct bank integration**: By utilizing an AP automation system built directly into your NetSuite instance, unsecured file transfers are no longer necessary. Charted offers direct integration with your chosen bank, and financial information remains secure within your NetSuite instance. - **Strengthen internal controls**: The process of automating financial operations forces teams to determine their own controls, creating a robust system for managing AP processes, which often don’t exist in manual environments. This includes: - **Automated approvals**: Redirect invoices for secondary approval automatically if they exceed a pre-determined PO threshold. Keeping approvals within NetSuite ensures a complete audit trail, where every step is documented. Approval rules can be configured to create complex [approval matrices](https://charted.com/blog/netsuite-approvals-using-an-approval-matrix/) and enforce the segregation of duties when creating payments to minimize fraud risk. - **Streamlined 3-way matching**: Automation makes it significantly easier to track and match purchase orders, invoices, and receipts. - **Simplified audit preparedness**: Increasing workloads have led to an increase in errors when AP teams must rely on manual efforts. Audits are then even more difficult and time-consuming to complete. With automation, financial records are organized and maintained with proper audit controls directly within your NetSuite instance, reducing the time, cost, and stress involved. NetSuite provides a solid financial backbone to any growing organization, but the accounts payable functions it comes with may lack the level of sophistication necessary for many AP teams. Modern fraud prevention is especially tricky, and being proactive is the only way to protect your team. Choosing an integrationless AP automation solution means your employees can work within the NetSuite environment they already know, leveraging existing systems for a seamless experience, and ensuring all financial data remains secure. **It’s time to be proactive about your organization’s financial security.** By automating your AP processes within NetSuite, you can transform AP from a manual, high-risk function into a strategic, secure, and efficient operation. [![](https://charted.com/wp-content/uploads/2025/07/Business_Case_eBook_CTA_Banner-32x9.webp "Business_Case_eBook_CTA_Banner - Charted")](https://lp.charted.com/ebook-download-business-case-for-ap-automation) **Topics:** AP Automation, Approval Workflow --- ### [NetSuite Approvals using an Approval Matrix](https://charted.com/blog/netsuite-approvals-using-an-approval-matrix/) **Published:** April 5, 2021 **Author:** bb-admin **Content:** When deciding how to implement and configure approval routing in NetSuite, there are several options available through Charted [Approval Automation](/ap-automation-suite/approval-automation-for-netsuite/), one of the features available from Charted AP Automation. We often hear from clients the need to route for approval based on [employee role](https://charted.com/netsuite-purchase-order-approvals-using-employees/) or [employee hierarchy](https://charted.com/netsuite-purchase-order-approvals-using-employee-hierarchy/). Our solution can handle complex approval routing that combines these requirements into an approval matrix. If you answer yes to any of the following questions, approval matrix routing might be the best option for your team: 1. Do you need to segment your approvers based on multiple fields? (e.g. Subsidiary, Department, Class, Location, Vendor) 2. Are multiple levels of approval sometimes required? 3. Do you need to setup approval limits for approvers? 4. Does approval routing not follow your employee hierarchy? 5. Do you already have an approval matrix defined in a spreadsheet for your company? ### Defining an Approval Matrix Charted [Approval Automation](/ap-automation-suite/approval-automation-for-netsuite/) feature comes with support for approval matrices out of the box! An approval matrix can be defined and maintained in a spreadsheet and easily uploaded to NetSuite. Below is an example of how an approval matrix might be structured in a spreadsheet: **Department****Location****Amount (Min)****Level****Approver**FinanceBoston$01Paul FreemanFinanceBoston$10,0002Jenna ArmstrongFinance $01Sharon RossMarketing $01Teresa WilsonMarketing $50,0002Daniel Price In the example above, Department and Location columns are used to segment approvers. For example, if a Vendor Bill was submitted for approval and has the department “Finance” and location “Boston”, Paul would be required to approve first, and then Jenna would be required to approve second (if the Bill is $10,000 or more). However, if the Vendor Bill’s location is “New York”, the 3rd row would only apply, resulting in the Bill to route to Sharon. As you can see above, not every possible combination of Department and Location must be defined in the matrix. Only when approvers vary by Location would both Department and Location be required. This can help limit the number of rows required in your matrix. ### Approval Segmentation In the example above, Department and Location were used to segment approvers. However, this is not a requirement. Any field on a transaction (including line level fields) can be used to segment approvers. For example, you can define approvers based on a Vendor Bill’s Vendor and line-level GL Account. Any number of fields can be used to segment approvers. ### Approval Limits If you need to limit when approval is required based on a transaction’s total, an Amount column can be defined in a matrix. In the example matrix above, approval is only required if a transaction’s total is greater than or equal to the Amount (Min) column. If required, you can also define a maximum amount column to further limit when approval is required. ### Approval Levels When multiple levels of approval are required, a Limit column can be used in a matrix. In the example matrix above, level 1 would be required to approve first, and level 2 would be required to approve second. If two rows in the matrix apply and have the same level, both employees can approve in parallel. ### Frequently Asked Questions *1. How is an approval matrix stored in NetSuite?* When an approval matrix is uploaded to NetSuite it is stored as a custom record type in NetSuite. Once uploaded, the matrix can be edited directly in NetSuite if needed. *2. An employee is out of office. Can they be skipped in the approval matrix?* One or more roles in NetSuite can be setup to act as Super Approvers. Super Approvers can quickly navigate to a Purchase Order and change who the next approver should be. Employees can also setup out of office schedules to automatically route to a delegate approver. For more information on setting up automatic approval routing in NetSuite, read more about our AP Automation Suite [here](/ap-automation-suite/). **Topics:** AP Automation, Approval Workflow --- ### [Migrating open accounts receivable balances into NetSuite](https://charted.com/blog/migrating-open-ar-netsuite/) **Published:** August 18, 2018 **Author:** bb-admin **Content:** During a NetSuite Go-Live, there are a lot of moving parts, and one of the biggest is data migration. While it can be daunting, this is the perfect time to scrub the data coming out of your old system and start things off with good, clean data. This will also have the added benefit of easing the process of mapping and migrating the data from the old system to NetSuite. Ideally, you’ve chosen a go-live date that coincides with a new accounting period as this will allow the accounting team to close the previous period in the old system and then start entering all new transactions directly into NetSuite. Even so, there are going to be some open invoices during the transition, and it can be confusing to get those entered NetSuite. At this point, the Chart of Accounts is set up, historical trial balances are loaded, inventory and items are taken care of, and all your vendor and customer records are in. Now it’s time to set up open Accounts Receivable balances so that you can process customer payments directly in NetSuite. While this can be done in a few different ways, a simple and effective method to do this requires three simple steps: 1. Create a Non-Inventory for Sale item 2. Create Open Customer Invoices 3. Reverse the GL Impact with a Journal Entry ### 1. Create a Non-Inventory Item for Sale For these invoices, you’ll want to use both a generic item and a generic GL account. You can create the item by navigating to Lists > Accounting > Items > New and select Non-Inventory for Sale. I highly recommend using a name like ‘Opening Balance Item AR’ to make it easily identifiable, thus preventing accidental use in the future. [![](https://charted.com/wp-content/uploads/2025/09/Scr1.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Scr1.webp)Under the Accounting subtab for the item, select a generic GL account or use the standard NetSuite GL account 3200 – Opening Balance. In this instance, I created a dummy account to use solely for this exercise. Since we’ll be reversing out the impact in step 3, there won’t be any downstream issues. Also, make sure that the item is not taxable. Leave all the other information (like price and description) blank. That comes into play in the next step. [![](https://charted.com/wp-content/uploads/2025/09/Scr2.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Scr2.webp)### 2. Create Open Customer Invoices This step is simple. For each open invoice you input, you’ll need the following data points: - Invoice Number - Customer - Due Date - Amount Remaining - Description or Memo Because we’ve already imported Trial Balances, we’ll want to reverse out the impact of these invoices, and that’s easier to do if everything is in the same period. For each invoice, set the invoice date to the day before your go-live and then use the dummy item we created earlier to represent the original invoice. The details of that original invoice will be entered on the single line. Use the Description or Memo field to add details around original date, total amount due, etc. For the Amount, use the remaining balance due instead of the full amount from the original invoice. This way you have an open invoice to receive payments against that is accurately capturing only the remaining balance. ### 3. Reverse the GL Impact with a Journal Entry Now that you have all of the open invoice loaded into NetSuite, you need to reverse out their GL Impact with a Journal Entry. Simply total the full value of all invoices that were entered and create a Journal Entry that debits the Income Account set on the item in Step 2 and credits your Accounts Receivable account. Set the date on the Journal Entry to the day before go-live. And that’s it! You’ve now entered your Open Accounts Receivables into NetSuite for your go-live. Hopefully this process seems less daunting than it did previously. Feel free to contact us with your thoughts or questions at . **Topics:** NetSuite Consulting, NetSuite Implementation --- ### [Prepping for mergers and acquisitions within NetSuite](https://charted.com/blog/prepping-for-mergers-acquisitions-within-netsuite/) **Published:** December 4, 2025 **Author:** bb-admin **Content:** NetSuite is a great platform for company growth, and many organizations make the decision to leverage NetSuite as they accelerate their growth through mergers and acquisitions (M&A). If you are planning to incorporate a new company into your NetSuite environment, below are suggestions of things to consider early in the process to help your project start off smoothly. ### Map General Ledger accounts and financial segments General Ledger (GL) accounts, departments, classes, and any other [financial segmentation](https://charted.com/blog/making-netsuite-financial-segment-values-mandatory-risks-and-alternatives/) you use should be reviewed and mapped as early as possible. This helps not only in data migration and system setup, but also in identifying business processes you may not be aware of. By reviewing these items, you may uncover details that were not previously known. For example, when reviewing a software and technology company, most of the business will be made up of recurring software subscriptions, but in looking at the revenue accounts, some project services revenue is identified. Now you know you need a plan for how different projects will work in NetSuite; this could be either within your existing setup or maybe through new features added on. ### Identify duplicate vendors and customers Reduce the frustration of messy vendor and customer records by comparing these lists for duplicates. Doing this ahead of time will avoid unnecessary confusion when entering invoices—if this step is missed, the confusion will be exponentially greater with new vendor and customer records from the new organization being added into your NetSuite environment. Often when there are duplicates, the vendor is the same, but listed with different addresses or contacts. Highlighting these and adding them to existing records will keep your system clean and useful. ### Map out your subsidiary structure There are a lot of details to consider when imagining your future subsidiary structure after the merger or acquisition is complete. Some of the questions to consider include: - How do you need to report financials? - What legal structure is in place? - How will operations be impacted? While these questions seem straightforward, the answers between two different organizations looking to merge together could be extremely different and result in necessary complex workarounds. This step is often one of the more complex and critical pieces necessary when embarking on this journey. ### Create a seamless strategy for mergers and acquisitions with Charted Some organizations require NetSuite optimization in order to align NetSuite environments while maintaining business continuity during mergers and acquisitions; for more information on Charted NetSuite Optimization, [click here](https://charted.com/services/netsuite-optimizations/). The talented consultants at Charted are here to help guide you through your strategy for any and all mergers and acquisitions to make sure you set up the most effective structure for your company’s needs. To get first-hand insights into best practices related to your business’s specific needs, reach out to us [here](https://charted.com/get-started/). To see the real-life impacts of an integrated approach to AP Automation in NetSuite, read about how Petauri gained financial clarity and control over multiple subsidiaries and their first global acquisition with Charted [here](https://charted.com/case-study/petauri/). **Topics:** NetSuite Consulting, NetSuite Managed Services --- ### [Making NetSuite financial segment values mandatory - risks and alternatives](https://charted.com/blog/making-netsuite-financial-segment-values-mandatory-risks-and-alternatives/) **Published:** February 17, 2021 **Author:** bb-admin **Content:** Here at Charted we’ve done implementations and support work for clients in biotech, software and technology, warehousing and distribution, and multiple other verticals. While the industries may vary, many of the requests we hear are surprisingly similar. One topic that comes up regularly is making the financial segments (i.e. department, class, location) mandatory on transaction records. There can be strong business cases for this, but there can also be unintended downstream consequences. It’s important to be aware of the potential issues and make a plan to mitigate these risks when possible. How you go about making these fields mandatory can have a big impact. We’ll use the Class segment as our example here and walk through the risks and some of the alternative ways to approach this. **Making class mandatory throughout system** First, what does it mean to make class mandatory? The most common request is to make class required across the board. If classifications have been enabled at the line level, this would include both header and line level fields. NetSuite does allow for journal entries (JEs) to be exempted from this via Accounting Preferences, but all other records would be included. Effects: - Class field will be mandatory for all transactions - NetSuite will not allow transaction to be saved without providing a Class except for Journals (depending on the selected settings) - The change applies prospectively - Existing transactions are not affected unless these are edited, then a class would be required before re-saving The three most common issues with this approach are: 1. User frustration at the extra steps to populate this field, especially if it’s on a transaction with a large number of lines where a per-line class is needed. 2. Bad data entry due to users selecting the first value they find because they don’t know what to choose and just want to move on. 3. If a default value is present, users simply leave that default and never update with accurate values so they can get through their work quickly. The default value would need to be set with a secondary process (i.e. scripting). Depending on your situation, this would be the quickest and easiest approach. However, to avoid these common issues, the following are four alternatives: 1\. Make class mandatory on a per record basis via the form The benefit of using the form is that we can make the class field required for specific transactions, though only at the header level. Unfortunately, the forms in NetSuite only allow for exposing, hiding, and renaming line-level fields and not the ability to make those fields mandatory. In addition to setting the header class field as mandatory, you could create role-specific forms. This would allow for more fine-tuned control on when class is required based on job duties. 2\. Default it on the item record (for Order To Cash or Procure To Pay records) For transactions that include items, we always have the option of setting a default class on the item record itself. The result is that each line with an item would default to the value selected on the item record, though that value can be updated as desired. This option is one of the easiest to implement, but doesn’t meet most companies’ needs since it’s limited to a smaller set of records. 3\. Workflow Using a workflow to selectively make these fields mandatory is a great option for some record types. There are some distinct limitations with this approach. While it won’t work with journal entries, it could be used for most other records. As with some of the approaches above, there are additional pitfalls when working at the line level. Workflows in NetSuite have improved, but are currently limited to the Item sublist. Using a workflow is possible, but limited in its applicability. 4\. Custom scripting Of all the options, the one that gives the most flexibility is custom scripting. A fairly simple script can be used to set the class as mandatory at either the header or line level, and can even specify which transaction records make class mandatory versus optional. A default value can also be assigned in the same script if desired. Each of these configuration options have their pros and cons. For help on deciding which to deploy based on your organization’s needs, reach out to our consulting team at [info@charted.com.](mailto:info@charted.com) **Topics:** NetSuite Consulting, NetSuite Managed Services --- ### [Key financial, operational and security reports in NetSuite for Biotech firms](https://charted.com/blog/key-financial-operational-and-security-reports-in-netsuite-for-biotech-firms/) **Published:** February 26, 2021 **Author:** bb-admin **Content:** As Biotech and Life Sciences firms get ready to scale – whether in preparation for an IPO or before they launch their products into the market – they typically look for an ERP system that will address their operational, security and financial needs. Research and clinical-stage firms that operate in [basic systems such as QuickBooks](https://charted.com/blog/five-signs-its-time-to-move-beyond-quickbooks-from-charted-netsuite-services-pros/) or Xero find NetSuite a very cost-effective and scalable platform to help them meet the requirements of a growing organization. These requirements are largely focused on controls and operational efficiencies. When companies embark on a NetSuite implementation, they tend to fail to realize that NetSuite is not built “out of the box” for the unique needs of a Biotech firm. Instead, companies spend time with their implementation partners building and adapting NetSuite to meet their needs. In this brief article, we will provide an overview of the most common financial, operational and IT General Control (ITGC) reports that Biotech firms typically look for when implementing NetSuite. These reports are designed and provided as part of Charted implementation services for Biotech firms. **Financial reports** By far, the most common request while implementing NetSuite for a Biotech company is to deliver an Income Statement broken out by Research & Development (R&D) and General & Administrative (G&A) costs. While there are different ways to approach this, the output is typically consistent and looks like the following: ![](https://charted.com/wp-content/uploads/2025/09/Picture-3.webp "- Charted")This layout is consistent with the format required by the SEC, which makes it incredibly easy for organizations to spend less time translating financial data in Excel to comply with SEC regulations. The report can also be broken out into more detailed sub-categories that fall under G&A and R&D. **Operational reports** In our experience, Pre-Revenue Biotech firms want to be able to closely track their spend and make sure that their available resources are maximized as they go through research and clinical trials. Therefore, we typically see customers focus heavily on spend management in NetSuite. In a previous article, we explained how NetSuite and Charted can deliver configuration in NetSuite to manage spend more effectively through strong AP Automation functionality using [AI-Enabled OCR and Invoice Scanning](/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning-for-netsuite/). From a reporting perspective, Biotech firms are typically looking for reports that can provide a quick snapshot of how much they are spending by Vendor (or Employee) and then also broken out by R&D and G&A. The idea being that they can see where most of the resources are going and then drill down into the data with a few clicks. An example of a report would look like this: *Spend by Employee Broken out by Vendor:* ![](https://charted.com/wp-content/uploads/2025/09/Vendor-Snapshot.webp "- Charted")This type of report is also very frequently requested with budgetary information, which helps companies look at their spend at any point in time and determine trends and make decisions accordingly. Another frequent request is to look at spend data by Clinical Trial and/or Product. This report can come in different forms, but a very standard request is the following: *Spend by Vendor Broken out by Trial or Product:* ![](https://charted.com/wp-content/uploads/2025/09/Trial-Snapshot.webp "- Charted")This view of spend in NetSuite is critical for companies that are working on several products in their pipeline and need to manage these products at different stages of the research and development process. By leveraging NetSuite and Charted, these reports can be deployed quickly and efficiently so they are configured and ready for use on day one. **Audit and Compliance (ITGC)** Finally, Biotech companies are highly regulated, especially if they are publicly traded. These companies typically require strong IT General Controls (ITGC), which are then reviewed and tested by their auditors. Charted works together with its clients and their auditors in making sure that the appropriate controls are in place and properly tested. Some examples of reports and activities that Charted typically can assist with are: - Evidence of controls surrounding NetSuite changes - Segregation of duties review and testing - Audit of changes to high-impact functionality such as workflows and/or scripts These are just a few examples of the types of reports Charted can deliver in your NetSuite environment to curate the system to your specific needs and help save countless administrative hours. From reviewing operational expenses and managing your pipeline, to pulling information for audits and compliance, our team will ensure that your company has these reports ready to bring the best information-based operational efficiencies to your organization. Contact us today to learn more about our curated NetSuite implementation plans and proprietary NetSuite Add-Ons. To learn more about our experience in this industry, please visit: **Topics:** NetSuite Consulting, NetSuite Managed Services --- ### [Improve efficiency with NetSuite Electronic Bank Payments](https://charted.com/blog/improve-efficiency-with-netsuite-electronic-bank-payments/) **Published:** April 11, 2023 **Author:** bb-admin **Content:** In today’s digital economy, more and more of our clients are using NetSuite’s Electronic Bank Payments SuiteApp. This allows them to process bill payments in NetSuite more quickly, as well as distribute payments to vendors more efficiently. Companies can pay employee expenses, partner and employee commissions, and customer refunds, as well as receiving bank payments from customers. By leveraging NetSuite’s Electronic Bank Payments, companies can even generate positive pay files that contain information about all checks issued from NetSuite, allowing an extra layer of financial security. Does NetSuite’s Electronic Bank Payments SuiteApp align with your company’s objectives? In this post, we will analyze the benefits of this powerful tool, as well as walk you through basic and advanced features and how to set them up. ### What you need to know about Electronic Bank Payments Before moving forward with this tool, we recommend you reflect on the following questions: 1. What’s my volume of payments currently? For example, will I see efficiency gains by automating this process? 2. Are my payments primarily domestic or international? 3. Will payments be made in foreign currencies? 4. Will my bank accept the out-of-the box payment file from NetSuite, or will the file need to be customized to meet the bank’s specifications? Overall, it’s important to weigh the benefits against the cost of any needed customizations or licenses (more on this later). ### Basic features The most common use case for basic features is generating payment files for domestic bill payments and it is the quickest way to get up and running. In the US, only some banks will accept NetSuite’s default NACHA file out of the box. In addition to the basic payment files, NetSuite lists the below as some of the bundle’s basic features: - Automated creation of payment batches for approved bills - Scheduled automatic approvals of payment batches - Processing of multiple payment batches at the same time - Additional payment processing capabilities such as full reversal, partial reversal, and reprocessing - Generation of Positive Pay file formats containing details of checks issued irrespective of how they were produced - Ability to select transactions approved for payment using different combinations of filters If these are the only features you need, and you are only processing domestic payments, then the basic bundle is the right fit. ##### How to setup the Basic Bundle The basic bundle is straightforward to implement with only three steps. **1. Set Up Company Bank Details** After installing the bundle, you’ll need to define which G/L account(s) will be used to make payments and select the correct payment template. Then associate the bank account number, routing number, and unique bank identifier assigned by your bank. [![](https://charted.com/wp-content/uploads/2025/09/Picture1-2.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Picture1-2.webp) **2. Set Up Vendor Bank Details** After configuring your company’s bank information, the same will need to be done for each vendor (or employee, customer, etc.) you plan to pay in this method. There will be a new subtab on the vendor (or other entity) record called *Bank Payment Details*, which will house the electronic banking data for this vendor. Step one is to check the *EFT Bill Payment* box, save the record, then click *New Bank Details*. [![](https://charted.com/wp-content/uploads/2025/09/Picture2-2.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Picture2-2.webp) [![](https://charted.com/wp-content/uploads/2025/09/Picture3-2.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Picture3-2.webp) Collecting and updating vendor bank details can be time consuming and raises questions on data security. NetSuite’s permissions can be used to protect access to the data once inside the system but does not prevent mistakes that are performed manually. Luckily, Charted offers a secure vendor onboarding process that allows vendors to update their own data in NetSuite via email, so there is no need to worry about data security. If you are interested in learning more about [Advanced Vendor Onboarding](https://charted.com/ap-automation-suite/advanced-vendor-onboarding-for-netsuite/), please reach out to us [here](https://charted.com/get-started/)! **3. Generate Payment Files** Once the configuration is done, you’re ready to generate a payment file by navigating to Payments > Payment Processing > Bill Payment Processing. Select the company bank account and A/P accounts, then select the bills to pay. As a best practice, we recommend sending a test file to your bank to confirm formatting. Once your bank has confirmed that the file meets their specifications, you can begin generating your payment files and submitting them to the bank for payment. ### Advanced features The advanced features are required if you need anything more than what is listed above, which may include: - Access to all supported standard templates - Create and customize payment templates - Generate instant payment files from payment transactions that uses global payment templates or custom templates - Use of Electronic Payments APIs to build custom Bill Payment Processing Suitelet - Support multi-currency payment processing - Support parallel processing of payment batches for accounts with SuiteCloud Plus License - International Wires – One of the most common requests we receive! See below for more information. ##### How to setup the Advanced Bundle To access the advanced features requires an additional license from NetSuite, which you can track via NetSuite’s SuiteApps License bundle. This will track all active licenses you have with NetSuite. [![](https://charted.com/wp-content/uploads/2025/09/Picture4-1.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Picture4-1.webp) ##### International wires One of the advanced features you can unlock, which are an increasingly common request that we assist our customers with, are International Wires. These payment templates will almost certainly require customizations from a technical resource due to differing bank and country requirements. Our technical team at Charted has years of experience updating these payment file templates for various banks and would be happy to assist you. Before starting down this path, it is important to review all potential payment scenarios based on: - Initiating bank - Initiating and destination country - Initiating and destination currency - Type of payment (i.e. wire, SEPA, BACS, etc.) Each combination of the above criteria may result in different file requirements; however, we can sometimes use the same payment file template for multiple use cases by building in conditional or logical values. We recommend working with your bank to obtain a specification sheet that will detail their exact requirements for each type of payment. These requirements may include which data points need to be included (are intermediary bank details needed?) as well as where and how this data is displayed in the resulting payment file. Beyond the bank’s formatting requirements, NetSuite also has some base requirements for international wires. For example, wires must be initiated from a G/L bank account denominated in the subsidiary’s base currency. The wire template also needs to be updated to specify which currencies to include in payments. ### There’s an easier approach Setting up custom NACHA files, building integrations with your bank, ongoing technical maintenance and preventing fraud can be a major pain-point for businesses on this path. In addition, if your business needs to quickly change banks or accounts, maintaining NACHA files and integrations can become a significant risk to your operations. Charted provides an alternative solution: Our [Payment Automation](https://charted.com/ap-automation-suite/payment-automation-for-netsuite/) feature allows you to optimize your accounts payable process with the most efficient and secure way to send ACH and Checks without leaving NetSuite. We go the extra mile by handling the printing and mailing of checks, alleviating you from this tedious task. With out- of-the-box support for all US banks, there’s no need to deal with NACHA files or manual integrations. Also, your business may face challenges in collecting and maintaining bank details from vendors in an efficient and secure manner. To reduce the risk of fraud and save you time, our Payment Automation feature allows you to automatically request bank details from vendors. This enables vendors to set up their preferred payment method and supply their own bank details, eliminating the need for manual entry. Rest assured, you get to review and approve every step of the way. For a deeper dive into the Charted Payment Automation feature, please reach out to us [here](https://charted.com/get-started/). We’re happy to help provide you with more insights and information. **Topics:** AP Automation, Payment Processing --- ### [Take control of NetSuite’s Advanced PDF Templates](https://charted.com/blog/take-control-of-netsuites-advanced-pdf-templates/) **Published:** March 26, 2018 **Author:** bb-admin **Content:** Are you a non-technical person who occasionally dabbles with [Advanced PDF Templates](https://charted.com/blog/how-to-customize-outward-facing-documentation-using-basic-templates-in-netsuite/) or flirts with Advanced Searches? Some of the more basic, repetitive skills are almost second nature to you, but when you try to do something a little more advanced you spend too much time digging around in NetSuite because you’re not sure how it’s all connected? NetSuite’s [Schema Browser](http://www.netsuite.com/help/helpcenter/en_US/srbrowser/Browser2016_1/schema/record/account.html) is going to be your new best friend. SuiteAnswers’ description of the Schema Browser is spot on: ***“The* [*SuiteTalk Schema Browser*](https://system.netsuite.com/help/helpcenter/en_US/srbrowser/Browser2017_2/schema/index.html) *provides a summary of all records, sublists, and other objects available in SuiteTalk. Information about each object is displayed as a series of tables, both for ease of browsing and to provide additional details compared with what is available in the WSDL.”*** The Schema Browser is a great resource to bookmark, as you’ll be returning to it repeatedly. It provides essential information on where and how things are stored in the database. This means you can find field IDs, available search columns, etc. for most records in NetSuite. The practical application of this information goes from saved searches and reports to custom scripts in SuiteTalk. Let’s go through a real-life example: Let’s say we’re working on an Advanced PDF/HTML Template and want to dynamically pull in fields from the Purchase Order. After pulling up the template, it’s fairly straightforward to add the basic fields from the PO to the template using the ‘Add Fields’ button. [![](https://charted.com/wp-content/uploads/2025/09/TakeControl-Img1.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/TakeControl-Img1.webp) But adding information from the Item Sublist isn’t as easy. This is where the Schema Browser comes in. We want to add in the PO number of any linked orders, which can be seen on the line item in the Items Sublist. [![](https://charted.com/wp-content/uploads/2025/09/TakeControl-Img2.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/TakeControl-Img2.webp) First, switch from the WYSIWYG view to the Source Code view in the template editor. [![](https://charted.com/wp-content/uploads/2025/09/TakeControl-Img3.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/TakeControl-Img3.webp) Next, open the Schema Browser and navigate to the Purchase Order page using the alphabetical list at the top of the page, then clicking on “PurchaseOrder” in the menu on the left. You’ll notice that sublists aren’t displayed on the Schema Browser, so instead click on the Records Browser tab. Scroll to the bottom of the page to find the Sublists. [![](https://charted.com/wp-content/uploads/2025/09/TakeControl-Img4.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/TakeControl-Img4.webp) You’ll be able to see here that the field ID for Linked Order is ***linkedorder*** (not all field IDs are as logical!). [![](https://charted.com/wp-content/uploads/2025/09/TakeControl-Img5.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/TakeControl-Img5.webp) Now that we know the Internal ID, we can add that into the source code of the PO Advanced PDF/HTML Template. In the header of the table we add “@label” to the end of my Freemarker tag in order to display the field label on our form, and then reference the field in the body of the table. [![](https://charted.com/wp-content/uploads/2025/09/TakeControl-Img6.webp "Case Study - Charted")](https://charted.com/wp-content/uploads/2025/09/TakeControl-Img6.webp) ## Show Internal ID If you’re looking to do something a little easier and all you need is the name of a field, then there’s a quicker way. It’s always a good idea to enable ‘Show Internal IDs’ (in NetSuite, go to Home > Set Preferences. In the Defaults section, check ‘Show Internal IDs’). While this can’t be set to display at a company level and most folks will never user them anyway, if you work with web services or SuiteScript then you’ll be referencing many of these Internal IDs in your code. They’re also helpful when prepping CSV imports or even during screen share troubleshooting sessions! You can view the Internal ID for a field by clicking on that field’s label to open the field level help popup window. [![](https://charted.com/wp-content/uploads/2025/09/TakeControl-Img7.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/TakeControl-Img7.webp) The internal ID is displayed in the lower right corner of this window. Showing Internal IDs doesn’t pose a security risk and it’s often very helpful. **Topics:** NetSuite Consulting, NetSuite Managed Services --- ### [Three ways to combat payment fraud with AP automation](https://charted.com/blog/3-ways-to-combat-payment-fraud-with-ap-automation/) **Published:** January 7, 2025 **Author:** bb-admin **Content:** The Association for Financial Professionals (AFP) Payments Fraud and Control Survey found that [79% of organizations fell victim](https://www.financialprofessionals.org/training-resources/resources/survey-research-economic-data/Details/payments-fraud) to an attempted or actual payment fraud attack in 2023, an increase of 15% from 2022. A report from Creditsafe found that the number of organizations that said they had been [hit with up to six fraud cases](https://www.creditsafe.com/us/en/resources/research/battling-vendor-fraud.html?utm_source=BusinessWire&utm_medium=REF&utm_campaign=battlingvendorfraud) in the first three quarters of 2024 was the same number as was reported in all of 2023. More than half of companies lost more than 30% of their total revenue. With fraudsters becoming increasingly sophisticated, businesses need effective tools to stay ahead. Fortunately, Lee Jacobs—a seasoned fintech leader, expert in end-to-end AP automation, and Head of Product for Charted—has shared key strategies to protect your business. ### Common attack types Payment fraud most often stems from criminals posing as suppliers seeking to direct payment of real invoices to fraudulent bank accounts. Suppliers can also send duplicate or inflated invoices by mistake or intentionally, and employees can set up fraudulent billing schemes for their own bank accounts. According to the AFP survey, fraudsters primarily target: - Checks (65%) - ACH debits (33%) - Wire transfers (24%) - Corporate/commercial credit cards (20% - ACH credits (19%) ### Three ways to mitigate risk with AP automation The best way to scale fraud protection is with technology – making it a primary reason more AP teams will expand their automation in 2025. According to the IOFM 2024 benchmarking AP performance report, 60% of finance professionals report automating AP to [increase controls and reduce risk.](https://www.iofm.com/ap/benchmarking) Here are three ways you can get started. 1. **Advanced Vendor Onboarding** An automated vendor onboarding process will help reduce the chances criminals posing as vendors can direct payment to their fraudulent accounts. [Advanced Vendor Onboarding](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/) allows the AP team to request information directly from a vendor with the click of a button. Vendors receive a secure link, and responses are automatically visible and kept [secure in NetSuite](https://charted.com/blog/is-vendor-onboarding-in-netsuite-the-secret-to-stronger-security/). This eliminates the need for manual processes and spreadsheets, eliminating the likelihood for successful business email compromise attacks – a tactic that resulted in over [$12.5 billion in losses](https://www.ic3.gov/) in 2023, according to the FBI Internet Crime Complaint Center. 2. **Payment Automation** [Automated payments](https://charted.com/ap-automation-suite/payment-automation/) within NetSuite allows AP teams to bulk invite vendors and employees to be paid through ACH or printed checks. The process includes added controls to review and approve payments before they are released and secures all data with industry-leading security practices. 3. **Advanced Check Printing** Two-thirds of finance professionals responding to the AFP Payments Fraud and Control Survey reported that [check payments](https://charted.com/blog/how-to-choose-a-check-printer-when-using-netsuite/) were subject to fraud attempts/attacks in 2023. As organizations continue to rely on checks, susceptibility only grows. Automating the [check printing process](https://charted.com/ap-automation-suite/advanced-check-printing-for-netsuite/) will increase controls and reduce risk. It will allow you to eliminate pre-printed stock that contains live bank information, configure your check templates to easily adjust to your bank’s requirements, securely store and encrypt digital signatures, and implement advanced security features such as secure fonts and One-Click Print. AP teams are painfully aware of [payment fraud](https://charted.com/blog/strategies-to-prevent-ap-payment-fraud-in-a-digital-world/) risk, and staffers work hard to ensure safe, secure payments. Ongoing cybersecurity awareness training is important. But the valiant effort of one in a sea of savvy, persistent criminals can feel futile. The best way to scale fraud protection is with technology – making it a primary reason more teams will expand their automation in 2025. [Learn more](https://charted.com/ap-automation-suite/) about how Charted can help automate your AP and protect your organization from fraudsters with the financial automation platform. The NetSuite-native platform allows AP teams to manage vendor relationships, streamline invoice processing, approve dynamic workflows, securely send payments, and automate expense accruals for lower risk. ### Want to stay ahead of the curve? Download our latest eBook to uncover more financial automation trends to watch in 2025 and how they can make life easier for your team. [![eBook download button for top 4 financial automation trends to watch in 2025 webinar](https://charted.com/wp-content/uploads/2025/02/Top_Trends_eBook_CTA_Banner-32x9.webp "Top_Trends_eBook_CTA_Banner - Charted")](https://lp.charted.com/top-4-financial-automation-trends-to-watch-in-2025?target=blank&_gl=1*gvdoan*_gcl_au*MjQyMTAxODU5LjE3Njg4NDQ0MjIuMTk3OTc4NS4xNzcxMjY0MzM1LjE3NzEyNjQzMzU.*_ga*NTQ0NzI0MjEwLjE3NjEwNjczMDk.*_ga_VK75RK0ZKJ*czE3NzU1OTYxODAkbzI5MSRnMSR0MTc3NTU5ODQxNiRqNTYkbDAkaDA.) **Topics:** AP Automation, Payment Processing --- ### [How 3-Way Match simplifies your approval process](https://charted.com/blog/how-3-way-match-simplifies-your-approval-process/) **Published:** August 28, 2025 **Author:** Alicia Sgromo **Content:** In the ever-changing world of finance, managing purchases and corresponding invoices can be a struggle with many moving parts. Discrepancies, or “variance violations”, can arise when there are differences between what was ordered, what was received, and what was billed. These inconsistencies can result in financial headaches if not addressed promptly. Then when it comes to efficiently routing your vendor bills for approval, many businesses struggle to find the best approach. Keeping accurate records of purchase orders (POs), receipts, and vendor bills in NetSuite can make it tricky to determine where the final related record should route. Fortunately for NetSuite users, there’s a robust system designed to tackle these challenges head-on. ### Struggling with finding the best way to route your vendor bills for approval? When keeping track of purchase orders, receipts, and vendor bills in NetSuite, it can be tricky to decide where the final related record will route. Over the last couple of years, we have seen many clients’ utilizing [3-Way Match](https://charted.com/ap-automation-suite/real-time-3-way-match-for-netsuite/) functionality within their established approval process, to help minimize confusion and allow for full record approval in a timely manner. 3-Way Match compares your purchase order, receipts, and vendor bill records for any variances. The system calculates the variances based on a threshold set in the Charted 3-Way Match Settings. For example, if you set the threshold at $100, any variances above or below that amount between the three records will trigger a notification allowing the users to quickly spot the difference. ### How does 3-Way Match work? Your purchase order has already been approved and received, and you are now about to process the vendor bill. When saving the bill against the PO, and receipt, we find there is a $200 variance. This means that the bill was billed $200 above either the PO and/or the receipts amount. Upon saving, we can either prevent the bill from being saved or allow the bill to be saved with a variance. If the latter is chosen, the employee saving the bill will need to leave a ‘reason for variance’ that is tracked directly on the record. Charted can then set up an approval process rule that states: ‘If the Vendor Bill is linked to a Purchase Order and a variance is found upon save, route it through a specific approval process. In turn, if the Vendor Bill is linked to a Purchase order, and no variance is found upon save, the bill could be automatically approved. By using this method of approval processes, businesses can ensure that records with no variances are automatically approved, reducing the need for unnecessary secondary approvals. It also ensures that if a variance is found, it will be routed to the right people for review, so they can determine whether the variance is acceptable for billing. At Charted, approval processes are completely customizable, so you can find the best balance between compliance and streamlining your business operations. ### More than just a match By implementing the 3-Way Match method for approval processes, businesses can significantly enhance their operational efficiency and compliance. This approach ensures that records with no variances are automatically approved, thereby reducing the need for unnecessary secondary approvals. Crucially, if a variance is found, the system ensures it will be routed to the right people for review, allowing them to determine whether the variance is acceptable for billing. This proactive and automated process prevents discrepancies from escalating into larger problems, ensuring they are caught early, managed effectively, and resolved efficiently. Remember, approval processes at Charted are completely customizable, allowing you to find the best balance between compliance and streamlining your business operations. Interested in improving your approval workflows? Contact us to discuss various approval workflow options with an experienced NetSuite consultant [here](https://charted.com/get-started/). **Tags:** AP Automation, Approvals, Invoice Management **Topics:** Approval Workflow, Automate, Invoice Processing, Vendor Management --- ### [Going beyond a single recipient when emailing customer invoices and statements in NetSuite](https://charted.com/blog/going-beyond-a-single-recipient-when-emailing-customer-invoices-and-statements-in-netsuite/) **Published:** November 26, 2018 **Author:** bb-admin **Content:** NetSuite’s ability to email invoices or statements to customers is a feature that is useful, but also limited. When emailing directly from the transaction, you can email more than one party, but finding those secondary email addresses is manual and cumbersome. There is also native functionality to automatically send all statements to customers, but this process does not allow for multiple parties to be emailed, which can be frustrating when there are contacts or other related parties that need to be informed about business transactions. Very frequently, NetSuite users request a solution to overcome this limitation. This article will provide a brief summary of what the limitation is and two alternatives that will solve this problem and allow users to send transactions to multiple email addresses. ##### NetSuite’s standard functionality Generating statements and emailing them to customers is a native functionality in NetSuite. The limitation is that the statement will only be sent to the one native email address on the customer record. Additionally, the process that triggers the submission of the Email needs to be run on a page by page basis and each page only has 100 customers. NetSuite does not offer the option to send the transaction to your contact records. [Saved searches](https://charted.com/blog/understanding-the-power-of-netsuites-saved-searches-automated-emails/) and workflows can be utilized to send Emails containing NetSuite transactions to any recipients when these are created or updated. However, there is only one native email address on the customer record and no ability to define that contacts should receive emails because the contact email addresses are not stored on the transaction record or the customer record. The contact record is not accessible via the saved search or the workflow as it is more than one join away**.** This limitation can be frustrating when your billing contacts live as a contact record. ##### Enabling multiple recipients when emailing invoices and statements Custom Entity Fields Creating custom entity fields on the customer record is an easy way to store multiple email addresses on the customer record. Adding fields that store email addresses with labels like “Statement email” or “Secondary Invoice email” allows you to reference these new fields in Saved Searches and Workflows. You can add as many custom entity fields that you require for communication with your customers. Once these custom entity fields are created and populated, you can setup the Saved Search Email Recipients feature to include these new custom entity fields. See the blog post: [Maximizing the Power of NetSuite’s Saved Searches & Automated Emails](https://charted.com/blog/understanding-the-power-of-netsuites-saved-searches-automated-emails/) for detailed directions on how to create these saved searches and email your transactions to your new custom entity fields. If workflows are a tool you are comfortable using, you can create a Workflow to send out the Invoice to the multiple email addresses on the customer record via the Send Email action. Suitelet/Script Option If your goal is to send your statements to multiple email addresses that are stored as “Contacts” in NetSuite, a Suitelet can be written and installed in your environment. This script can replicate what the native Generate Statements feature does but with more flexibility and control. When creating your Contact records that are linked to customers, you can define the “category” field on the Contact record as the individual who should be emailed a transaction. An example would be “Billing Contact.” The Suitelet can be designed to use the criteria of Contact category equals “Billing Contact” to email statements to the customers’ contact record email address. Depending on how much user interactivity you want, the Suitelet can simply show the number of customers who will get statements based on the date you enter and the criteria set in the script or you can add filters on the landing page to control who should get statements. An example of another filter you could add to the landing page is “Send statements to customers with open balances.” [![](https://charted.com/wp-content/uploads/2025/09/Email-Statements-Image.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Email-Statements-Image.webp) If you want the ability to exclude certain customers from the Suitelet, there are two options. The easiest option involves adding a custom entity field to the customer record. Creating a field with the label “Receive Statements” and unchecking this for customers you do not want to send emails is manual, but manageable. If you have the need to change the list of customers who receive statements every month, you can design the Suitelet to show all the customers on the landing page and then use filters or a checkbox to define who should get statements. This landing page can look similar to the native functionality that NetSuite offers for Generate Statements. This option requires more development time, but in the end, you have total control over who gets statements each month. [![](https://charted.com/wp-content/uploads/2025/09/Generate-Statements-Image.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Generate-Statements-Image.webp) #### In summary As noted above, there are many ways to approach the limitation of sending transactions to multiple email addresses. Your choice will depend on where you store your email addresses and your requirements for choosing who should get transactions. Using custom entity fields, saved searches, workflows and/or scripts are all feasible ways to ensure your customers receive the information they need to keep up to date on their transaction activity with your company. Learn more about how [Charted ](https://charted.com/get-started/)can support your company’s NetSuite workflows. **Topics:** NetSuite Consulting, NetSuite Managed Services --- ### [Optimize NetSuite with Charted: A project overview, part two](https://charted.com/blog/optimize-netsuite-with-charted-a-project-overview-part-two/) **Published:** November 25, 2025 **Author:** Alicia Sgromo **Content:** In [part one of our series](https://charted.com/blog/optimize-netsuite-with-charted-a-project-overview-part-one/), Optimize NetSuite with Charted, we established how organizations end up requiring a NetSuite optimization project, the first steps of developing a project overview, meeting the team, defining the scope, and establishing project governance. After those items have been established, a thorough analysis of the current processes is performed, starting with the big picture of the goal and drilling down into the minutia of every step that is involved in how an organization uses their NetSuite instance. ### What’s next? After cataloging the details, Charted provides a summary of changes they consider critical to meeting the project goal. The team then prioritizes the changes, with consideration given to both budget and timeline. Team conversations about hot-button issues will inevitably unearth additional pain points and identify a future wish list for smarter, smoother workflows. Discovering these new optimization scenarios is an important benefit of the project and acts as a roadmap for further improvement. ### Review recommendations With a list of prioritized items, the Charted team develops and presents a project plan. Process narratives are written for each item the team chooses to address, including how improvements will be made and the controls and workflows needed. Flow charts are created to depict process updates. For example, when an [invoice is received and paid](https://charted.com/blog/going-beyond-a-single-recipient-when-emailing-customer-invoices-and-statements-in-netsuite/), what are all the steps in between and how will NetSuite automation improve it? Because process steps can change over time, a clear, living flow chart is helpful. The project plan also identifies steps for NetSuite configuration, testing, and deployment of the changes. With an AP process improvement project, some companies implement [Charted AP Automation](https://charted.com/ap-automation-suite/), a NetSuite-native financial automation platform that supports vendor management, streamlined invoice processing, dynamic workflows, automated approvals, secure payments, and [expense accruals](https://charted.com/blog/the-hidden-costs-of-manual-accruals-how-automation-delivers-roi/) based on every single transaction in your system. ### Execute recommendations and go-live With full team agreement, Charted consultants begin the project’s execution phase. Migration of all applicable data from the various point solutions is step one and critical to optimization success. With everything in NetSuite, financial reporting is streamlined, and triple-checking the numbers each month is no longer necessary. Audits will seem a little less daunting; efficiencies will grow. Thorough testing is done before any data and process changes go live, and questions are addressed with the team beforehand. ### Maximize your NetSuite ROI One of the greatest benefits of operating in NetSuite is the endless customizations available to suit your specific business needs. But with the level of customization also comes complexity, additional room for error, and enhanced documentation needs for team adoption. An optimization project with Charted helps organizations discover ways to operate within NetSuite more effciently, with greater acuracy and control. NetSuite delivers comprehensive, centralized management of your business and financial processes and powers strategic decision-making. But it’s also a big investment. To ensure your organization is harnessing its full capabilities and enjoying high ROI, optimize your environment with the experts at Charted. Click [here](https://charted.com/services/netsuite-optimizations/) to learn more about Optimization Services, and to read a real-life example of the huge impacts realized with optimization, learn how Syndigo used NetSuite to consolidate operations after multiple acquisitions [here](https://charted.com/case-study/syndigo/). **Tags:** NetSuite Optimization, NetSuite Support **Topics:** AP Automation, NetSuite Consulting, NetSuite Optimization --- ### [Charted launches UK presence to deliver ERP-native AP automation across EMEA](https://charted.com/blog/charted-launches-uk-presence-to-deliver-erp-native-ap-automation-across-emea/) **Published:** January 6, 2026 **Author:** Alicia Sgromo **Content:** *Expansion includes a local presence with a partner-led focus, bringing frictionless AP Automation to ERP users* January 6, 2026 – **Boston, MA** – [Charted](https://charted.com/), a leading accounts payable automation software and ERP services provider, today announced the official launch of its UK office, to support users in the UK and EMEA. This follows the launch of [International Payments](https://charted.com/ap-automation-suite/international-payments/) and an [official rebrand](https://charted.com/blog/squareworks-consulting-announces-rebrand-to-charted-signaling-growth-and-commitment-to-customers/) in 2025, continuing the forward path of growth and expansion to assist accounts payable (AP) teams in streamlining their processes with advanced automation and deep AI capabilities. Charted began a decade ago as a consulting firm implementing ERPs for some of the world’s most complex organizations. After years of solving recurring accounts payable challenges for customers, Charted evolved that expertise into an ERP-native SaaS platform that streamlines end-to-end AP processes for multi-entity, multi-currency businesses. “Even with modern ERP systems in place, accounts payable remains one of the most manual and fragmented areas of finance, especially for organizations operating across regions, entities and currencies,” said Bernardo Enciso, CEO of Charted. “Charted focuses on solving those gaps directly inside the ERP, helping finance teams reduce friction, improve controls and gain real-time clarity without relying on external systems. We’re excited to bring that approach to customers and partners across the UK and EMEA.” With a strong presence across North America and international customers in the United Kingdom, Ireland, Germany, the Netherlands and Belgium, the launch of an official expansion to the UK signals a deepening commitment to supporting the region and its partners with dedicated resources and investment in additional internationally-focused products. “The expansive partner ecosystem in EMEA is an exciting opportunity for Charted,” said Derrick Angle, Head of Global Partnerships at Charted. “We have already had strong interest from local partners and are working to bring our unique approach to end-to-end AP Automation to the region, with plans for future products to address specific paint points. I’m thrilled to have Dominic Reid lead our GTM efforts from our EMEA HQ in London, and we are also welcoming Enes Sarioglu to the team in January to provide local technical support to our customers and partners. It’s imperative to us to maintain our customer-centric approach as we expand, and we couldn’t be happier with the reaction we’ve already received.” The Charted approach to AP automation focuses on an end-to-end workflow, designed to make the experience frictionless by eliminating integrations and connectors. Working natively within a customer’s ERP suite, the Charted AP process moves from invoicing, vendor onboarding, approvals, payments, document matching and management, to an efficient closing of the books with intelligent accruals, all without having to learn a third-party platform, and keeping audit trails in one place. **Frequently asked questions about expanding into EMEA:** **Where is the Charted UK office?** Charted has hired its first two UK-based employees with plans for further additions to support our UK and Europe-based customers. Technical support will be available in local time zones. **Does Charted have UK customers?** Charted currently supports organizations across the United Kingdom, Ireland, Germany, the Netherlands and Belgium in various industries including biotech and pharmaceuticals, financial services, and tech. **Will Charted products be the same in Europe as they are in the US?** Charted products are already used by organizations in a number of European countries, providing complete end-to-end AP Automation. Organizations can expect to use the full suite of invoice automation, with further solutions coming in 2026 to address European needs. **Does Charted offer e-invoicing?** In preparation for our expansion into the UK and Europe, Charted is working to integrate e-invoicing into our accounts payable solution and expect this to go live in Q1 2026. Charted will publish an announcement when e-invoicing has officially launched as part of the Charted AP Automation solution. **Will Charted be set up to comply with established European regulations like GDPR?** Charted is SOC 2 Type 2 compliant and utilizes data protection processes in accordance with European Data Protection Laws, as established by the European Commission or the UK Information Commissioner’s Office, as applicable, under the European Data Protection Laws. You can read more about it under our [Privacy Policy](https://charted.com/privacy-policy/). **About Charted** Charted clears the path for finance teams with AP Automation solutions built directly into your ERP—no integrations, no extra systems. Gain real-time clarity on every invoice, approval, and payment so you can focus on what really matters. Eliminate manual data entry with AI-powered capabilities and expense accrual automation to accelerate your month-end close. Combine the power of your full ERP dataset with Charted built-in controls to manage the most complex approvals and workflows, producing results at scale. Backed by decades of ERP best practices and expertise, we enable multi-entity, multi-currency workflows to support your AP automation needs anywhere in the world. Charted was born from years of hands-on implementation and consulting experience. With consulting roots and product strength, Charted is your one-stop-shop for everything ERP. To find out more, please visit [charted.com](https://charted.com/). **Media Contact** Alicia Sgromo Corporate Communications **UK Contact** Dominic Reid Senior Director, Sales & Alliances, EMEA 44 333 057 0942 View the original press release [here](https://www.businesswire.com/news/home/20260106606056/en/Charted-Launches-UK-Presence-to-Deliver-ERP-Native-AP-Automation-Across-EMEA). **Tags:** Announcements, Press Releases **Topics:** Press Releases --- ### [Charted ranked Number 218 fastest-growing company in North America on the 2024 Deloitte Technology Fast 500™](https://charted.com/blog/charted-ranked-number-218-fastest-growing-company-in-north-america-on-the-2024-deloitte-technology-fast-500/) **Published:** November 21, 2024 **Author:** bb-admin **Content:** *Attributes 539% Revenue Growth to the growing demand for ERP software to solve the complexities of financial processes* BOSTON, MA — Charted, formerly SquareWorks Consulting, today announced it ranked 218 on the [Deloitte Technology Fast 500](https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww2.deloitte.com%2Fus%2Fen%2Fpages%2Ftechnology-media-and-telecommunications%2Ftopics%2Fnorth-america-technology-fast-500.html&esheet=54154749&lan=en-US&anchor=Deloitte+Technology+Fast+500&index=1&md5=1736f7ce7a3c01446e06cdc69eeace79&_gl=1*1vgqvde*_gcl_au*MjA5OTI1NzcwMC4xNzMxNjMzNTM0LjY5NzMxNDg3MC4xNzMyMTEwNjU0LjE3MzIxMTEyODc.*_ga*MTczODYzMTk5My4xNzMxNjMzNTM0*_ga_ZQWF70T3FK*MTczMjEzODg5Mi44LjAuMTczMjEzODg5Mi42MC4wLjA.)™, a ranking of the 500 fastest-growing technology, media, telecommunications, life sciences, fintech, and energy tech companies in North America, now in its 30th year. [Charted](https://charted.com) grew 539% during this period. Charted chief executive officer, Bernardo Enciso, credits providing best-in-class automation and AI-enabled capabilities to simplify complex financial processes for growing businesses and the dedicated Charted team and customer-centric approach with the company’s 539% revenue growth. He said, “we are absolutely thrilled to be included on this year’s Deloitte Technology Fast 500 list. Our growth is a testament to our commitment and the quality of our solutions in solving the challenges our customers face in managing their financials.” “For 30 years we’ve been celebrating companies that are actively driving innovation. The software industry continues to be a beacon of growth, and the fintech industry made a strong showing on this year’s list, surpassing life sciences for the first time,” said [Steve Fineberg](https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww2.deloitte.com%2Fus%2Fen%2Fprofiles%2Fsteve-fineberg.html&esheet=54154749&lan=en-US&anchor=Steve+Fineberg&index=3&md5=f77ffc9aa81bf0c4c551021ea707645f), vice chair, U.S. technology sector leader, Deloitte. “Significantly, we also saw a breakthrough in performance of private companies, with the highest number of private companies named to the list in our program’s history. This year’s winners have shown they have the vision and expertise to continue to perform at a high level, and that deserves to be celebrated.” “Innovation, transformation and disruption of the status quo are at the forefront for this year’s Technology Fast 500 list, and there’s no better way to celebrate 30 years of program history,” said [Christie Simons](https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww2.deloitte.com%2Fus%2Fen%2Fprofiles%2Fchristie-simons.html&esheet=54154749&lan=en-US&anchor=Christie+Simons&index=4&md5=25511a7228c3a944b0e439642b747aa8), partner, Deloitte & Touche LLP and industry leader for technology, media and telecommunications within Deloitte’s Audit & Assurance practice. “This year’s winning companies have demonstrated a continuous commitment to growth and remarkable consistency in driving forward progress. We extend our congratulations to all of this year’s winners — it’s an incredible time for innovation.” ### About the 2024 Deloitte Technology Fast 500 Now in its 30th year, the Deloitte Technology Fast 500 provides a ranking of the fastest-growing technology, media, telecommunications, life sciences, fintech, and energy tech companies — both public and private — in North America. Technology Fast 500 award winners are selected based on percentage fiscal year revenue growth from 2020 to 2023. In order to be eligible for Technology Fast 500 recognition, companies must own proprietary intellectual property or technology that is sold to customers in products that contribute to a majority of the company’s operating revenues. Companies must have base-year operating revenues of at least US$50,000, and current-year operating revenues of at least US$5 million. Additionally, companies must be in business for a minimum of four years and be headquartered within North America. ### About Charted Charted clears the path for finance teams with AP Automation solutions built directly into your ERP—no integrations, no extra systems. Gain real-time clarity on every invoice, approval, and payment so you can focus on what really matters. Eliminate manual data entry with AI-powered capabilities and expense accrual automation to accelerate your month-end close. Combine the power of your full ERP dataset with Charted built-in controls to manage the most complex approvals and workflows, producing results at scale. Backed by decades of ERP best practices and expertise, we enable multi-entity, multi-currency workflows to support your AP automation needs anywhere in the world. Charted was born from years of hands-on implementation and consulting experience. With consulting roots and product strength, Charted is your one-stop-shop for everything ERP. To find out more, please visit [charted.com](http://charted.com/). ### About Deloitte Deloitte provides industry-leading audit, consulting, tax and advisory services to many of the world’s most admired brands, including nearly 90% of the Fortune 500® and more than 8,500 U.S.-based private companies. At Deloitte, we strive to live our purpose of making an [impact that matters](https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww2.deloitte.com%2Fus%2Fen%2Fpages%2Fabout-deloitte%2Farticles%2Fpurpose-at-deloitte-us.html&esheet=54154749&lan=en-US&anchor=impact+that+matters&index=7&md5=f3c52d3797fc6d497d4b263db425b21b) by creating trust and confidence in a more equitable society. We leverage our unique blend of business acumen, command of technology, and strategic technology alliances to advise our clients across industries as they [build their future](https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww2.deloitte.com%2Fus%2Fen%2Fpages%2Fabout-deloitte%2Farticles%2Ftechnology-consulting-engineering-advantage.html&esheet=54154749&lan=en-US&anchor=build+their+future&index=8&md5=ee134a4984ae9ef59a79758e8a8e2906). Deloitte is proud to be part of the largest global professional services network serving our clients in the markets that are most important to them. Bringing more than 175 years of service, our network of member firms spans more than 150 countries and territories. Learn how Deloitte’s approximately 460,000 people worldwide connect for impact at [www.deloitte.com](https://cts.businesswire.com/ct/CT?id=smartlink&url=http%3A%2F%2Fwww.deloitte.com&esheet=54154749&lan=en-US&anchor=www.deloitte.com&index=9&md5=e4fe0dcd6af407fd5123103af422b63a). Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee (“DTTL”), its network of member firms, and their related entities. DTTL and each of its member firms are legally separate and independent entities. DTTL (also referred to as “Deloitte Global”) does not provide services to clients. In the United States, Deloitte refers to one or more of the US member firms of DTTL, their related entities that operate using the “Deloitte” name in the United States and their respective affiliates. Certain services may not be available to attest clients under the rules and regulations of public accounting. Please see [www.deloitte.com/about](https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww2.deloitte.com%2Fus%2Fen%2Flegal%2Fabout-deloitte.html&esheet=54154749&lan=en-US&anchor=www.deloitte.com%2Fabout&index=10&md5=62800b8b083a9da469d6ecee0cf9e451) to learn more about our global network of member firms. ### Contacts Alicia Sgromo Corporate Communications & Content Manager Charted To read the original press release, please click [here](https://www.businesswire.com/news/home/20241121282063/en/SquareWorks-Consulting-Ranked-Number-218-Fastest-Growing-Company-in-North-America-on-the-2024-Deloitte-Technology-Fast-500). **Tags:** Awards --- ### [Charted named a finalist at the 2025 FinTech Awards](https://charted.com/blog/charted-named-a-finalist-at-the-2025-fintech-awards/) **Published:** April 1, 2025 **Author:** Alicia Sgromo **Content:** **Boston, MA – April 1, 2025 –** [Charted](https://charted.com/), formerly SquareWorks Consulting, has been confirmed as a finalist in [the 2025 FinTech Awards](https://www.cloud-awards.com/fintech-awards/) program for the category of Best FinTech for Accounts Payable and Receivable. The FinTech Awards is a new awards program, with this year its first run, and is operated by long-running cloud computing awards body [The Cloud Awards. ](https://www.cloud-awards.com/)Its judges have completed their second round of assessment of all entries that reached the shortlist, taking forwards a selection to the finalist stage of the awards. The program received entries from organizations of all sizes from across the globe, including the USA and Canada, the UK and Europe, the Middle East, and APAC. Bernardo Enciso, CEO of Charted said: “We are thrilled to have been named as a finalist in the Best FinTech for Accounts Payable and Receivable category for the 2025 FinTech Awards for [Charted](https://charted.com/ap-automation-suite/). The work our team is doing to bring accounts payable automation to businesses running ERPs is absolutely vital to manage the increasing workloads of finance teams. This is a great acknowledgement of the hard work and dedication of our teams, and of our growing impact within the FinTech industry.” The FinTech Awards program recognizes excellence across various aspects of financial technology, including overall technical excellence, applications in financial services (such as banking, insurance or investments), and financial operations across organizations in any industry. CEO of The Cloud Awards, James Williams, said: “We’re very pleased to reveal the chosen finalists for The 2025 FinTech Awards. This first edition of the awards has proven extremely competitive thanks to an excellent collection of shortlistees – who have given our judges a tough, yet rewarding task in selecting which entries to take forwards to this stage. “Charted, and their fellow finalists, represent some of the most exciting developments we are seeing in the FinTech industry. We would like to wish them well as we head into the final round of judging.” The final round of judging will now begin, resulting in a winner being selected in each category. FinTech Awards winners are due to be announced on April 22. The program will return to welcome new submissions in late 2025, to continue celebrating the latest advancements in financial technology solutions. To view the full list of finalists, please visit: Two other awards program operated by The Cloud Awards – [The SaaS Awards](https://www.cloud-awards.com/software-as-a-service-awards/) and [The A.I. Awards](https://www.cloud-awards.com/ai-awards/), are accepting entries into their respective programs, both of which contain categories recognizing achievements in financial technology. Entry deadlines are May 23 for The SaaS Awards, and July 18 for The A.I. Awards. **Contact Details** Alicia Sgromo – Communications & Content Manager Charted [alicia.sgromo@charted.com](mailto:Alicia.sgromo@charted.com) **For The Cloud Awards** Matthew Gregory – Marketing Manager [https://www.cloud-awards.com/](https://www.cloud-awards.com/software-as-a-service-awards/) (212) 574-8117 **Notes for Editors** **About the Cloud Awards** The [Cloud Awards](https://www.cloud-awards.com/cloud-computing-awards/%22%20/t%20%22_blank) is an international program which has been recognizing and honoring industry leaders, innovators and organizational transformation in cloud computing since 2011. The Cloud Awards comprises five awards programs, each uniquely celebrating success across cloud computing, software-as-a-service (SaaS), cloud security, artificial intelligence (AI), and financial technologies (FinTech). Winners are selected by a judging panel of international industry experts. For more information about the Cloud Awards, please visit . **About the FinTech Awards** [The FinTech Awards](https://www.cloud-awards.com/fintech-awards/) focuses on the major innovations in the world of financial technology, including personal and corporate banking, insurance, and wealth management, business finance processes, and FinTech use within a selection of sectors, across 23 categories. **About Charted** Charted clears the path for finance teams with AP Automation solutions built directly into your ERP—no integrations, no extra systems. Gain real-time clarity on every invoice, approval, and payment so you can focus on what really matters. Eliminate manual data entry with AI-powered capabilities and expense accrual automation to accelerate your month-end close. Combine the power of your full ERP dataset with Charted built-in controls to manage the most complex approvals and workflows, producing results at scale. Backed by decades of ERP best practices and expertise, we enable multi-entity, multi-currency workflows to support your AP automation needs anywhere in the world. Charted was born from years of hands-on implementation and consulting experience. With consulting roots and product strength, Charted is your one-stop-shop for everything ERP. To find out more, please visit [charted.com](https://charted.com/). **Tags:** Awards, Press Releases --- ### [Charted announces the launch of Accrual Automation](https://charted.com/blog/charted-announces-the-launch-of-expense-accrual-automation/) **Published:** September 10, 2024 **Author:** bb-admin **Content:** *The latest automation feature harnesses AI to predict accumulated expense estimates, generate reports and simplify month-end close* **Boston, Massachusetts – September 10, 2024 –** [Charted](https://charted.com/), formerly SquareWorks Consulting, an ERP implementation and financial automation software provider, today announced the launch of its latest product offering, [Accrual Automation](https://charted.com/ap-automation-suite/expense-accrual-automation-for-netsuite/). Available through the Charted [AP Automation platform](https://charted.com/ap-automation-suite/), a financial automation solution, Accrual Automation is the latest feature designed to elevate the experience for financial teams using an enterprise resource planning (ERP) system with AI-enabled capabilities. Ensuring the accuracy of expense accruals is a crucial component of internal accounting operations, ensuring leaders have precise data for decision-making and to ease the audit process. The typical accruals process can be cumbersome, requiring estimates from internal stakeholders and vendors, thorough data analysis, correlating data from various locations and multiple reports and manual efforts resulting in many hours spent on this one accounting task. “The latest Charted automation feature, Accrual Automation, is a testament to our commitment in making the financial accounting process as seamless as possible for finance teams,” said Bernardo Enciso, CEO of Charted. “By focusing on automating the accruals process, we can save accounting teams significant time every month by utilizing automation and AI to streamline the financial close process, reducing manual efforts and drastically increasing productivity while improving data accuracy for more reliable financial reporting.” Accounting teams gain the following benefits of implementing Accrual Automation: - Monotonous tasks such as compiling multiple reports and collating spreadsheets are automated, reducing the time spent on these efforts by over 50%. - Eliminate the need for manual data manipulation with the ability to review accrual estimates and confirmations directly within the ERP platform, ensuring data is always up to date. - Reduce discrepancies for future audits with a detailed audit trail. - Outreach processes are established to ensure vendors are contacted for estimates automatically. - Leaders can make better decisions based on more accurate expense accrual estimates, now completed faster than ever. - Seamlessly work within your ERP platform, without the need for multiple integrations or system logins. - Harness the power of AI to compile pending transactions, historic data and open purchase orders, significantly reducing manual labor. Charted builds automation solutions to harness the power of ERP systems specifically for financial teams, ensuring products are seamlessly embedded for a superior user experience. In addition to Accrual Automation, the Charted platform hosts AI-enabled Invoice Scanning, Real-Time 3-Way Match, Approval Automation, Advanced Vendor Onboarding, Payment Automation and more. For more information on the new Accrual Automation feature from Charted, please go to: ### About Charted Charted clears the path for finance teams with AP Automation solutions built directly into your ERP—no integrations, no extra systems. Gain real-time clarity on every invoice, approval, and payment so you can focus on what really matters. Eliminate manual data entry with AI-powered capabilities and expense accrual automation to accelerate your month-end close. Combine the power of your full ERP dataset with Charted built-in controls to manage the most complex approvals and workflows, producing results at scale. Backed by decades of ERP best practices and expertise, we enable multi-entity, multi-currency workflows to support your AP automation needs anywhere in the world. Charted was born from years of hands-on implementation and consulting experience. With consulting roots and product strength, Charted is your one-stop-shop for everything ERP. To find out more, please visit [charted.com](https://charted.com/). ### Media Contact Alicia Sgromo Corporate Communications & Content Manager To read the original press release, please click [here](https://www.businesswire.com/news/home/20240910678607/en/SquareWorks-Consulting-Announces-the-Launch-of-Expense-Accrual-Automation). **Topics:** Expense Accruals --- ### [Charted honored with placement in the 2025 CRN® Partner Program Guide](https://charted.com/blog/charted-consulting-honored-with-placement-in-the-2025-crn-partner-program-guide/) **Published:** March 24, 2025 **Author:** Alicia Sgromo **Content:** **Boston, MA — March 24, 2025 —** [Charted](https://charted.com/), formerly SquareWorks Consulting, a financial automation software and ERP implementation provider, has been honored by [CRN](http://www.crn.com)**®**, a brand of [The Channel Company](http://www.thechannelco.com/), with [inclusion in the 2025 CRN Partner Program Guide](https://www.crn.com/partner-program-guide/ppg2025). This annual guide is an essential resource for solution providers seeking vendor partner programs that match their business goals and deliver high partner value. When building world-class technology solutions, partnerships are a central focus of any successful organization. Program elements such as financial incentives, sales and marketing assistance, training and certification, technical support and more can set vendors apart and play a key role in boosting their partners’ long-term growth and profitability. For the 2025 Partner Program Guide, the CRN research team evaluated vendors based on program requirements and offerings such as partner training and education, pre- and post-sales support, marketing programs and resources, technical support and communication. With an [impressive rate of growth](https://charted.com/blog/squareworks-consulting-ranked-number-218-fastest-growing-company-in-north-america-on-the-2024-deloitte-technology-fast-500/) in the past three years and a 98% customer retention rate, Charted was chosen to be included in the 2025 CRN Partner Program Guide for its prioritization of its customers and strong partner ecosystem. As Charted continues to elevate the partner experience through better education and brand awareness, and efforts like outsourcing implementation programs for top-tier ERP System Integrators and Alliance partners will provide additional incentives to our valued partners. “We are thrilled to be included in the 2025 Partner Program Guide,” said Derrick Angle, Head of Alliances and Partnerships at Charted. “Our partners know exactly what they can expect from us: best-in-class financial automation solutions to improve the accounts payable process, and we’re thrilled to see recognition for our efforts in improving and expanding on our partner program to see those relationships thrive.” “Being featured on the 2025 CRN Partner Program Guide highlights the dedication these technology vendors have to evolving with solution providers, driving innovation, and supporting mutual success,” said Jennifer Follett, VP, U.S. Content and Executive Editor, CRN, at The Channel Company. “This critical annual project empowers solution providers to identify vendors that are committed to enhancing their partner programs and meeting the always-changing business needs of the channel and end customers. The guide provides deep insight into the distinctive value of each partner program so solution providers can make strategic partnership decisions with confidence.” The 2025 Partner Program Guide will be spotlighted in the April 2025 issue of CRN and published online at [www.CRN.com/PPG beginning March 24, 2025.](http://www.CRN.com/PPG) **About Charted** Charted clears the path for finance teams with AP Automation solutions built directly into your ERP—no integrations, no extra systems. Gain real-time clarity on every invoice, approval, and payment so you can focus on what really matters. Eliminate manual data entry with AI-powered capabilities and expense accrual automation to accelerate your month-end close. Combine the power of your full ERP dataset with Charted built-in controls to manage the most complex approvals and workflows, producing results at scale. Backed by decades of ERP best practices and expertise, we enable multi-entity, multi-currency workflows to support your AP automation needs anywhere in the world. Charted was born from years of hands-on implementation and consulting experience. With consulting roots and product strength, Charted is your one-stop-shop for everything ERP. To find out more, please visit [charted.com](https://charted.com/). **Contact** Alicia Sgromo Corporate Communications & Content Manager Charted **About The Channel Company:** The Channel Company (TCC) is the global leader in channel growth for the world’s top technology brands. We accelerate success across strategic channels for tech vendors, solution providers, and end users with premier media brands, integrated marketing and event services, strategic consulting, and exclusive market and audience insights. TCC is a portfolio company of investment funds managed by EagleTree Capital, a New York City-based private equity firm. For more information, visit [**thechannelco.com**](https://c212.net/c/link/?t=0&l=en&o=4294123-1&h=1520464370&u=https%3A%2F%2Fwww.thechannelco.com%2F%3Futm_source%3Dpressrelease%26utm_medium%3D110424%26utm_campaign%3Dbannett&a=thechannelco.com). **Follow The Channel Company:** [X](https://twitter.com/TheChannelCo), [LinkedIn](http://www.linkedin.com/company/the-channel-company) and [Facebook](https://www.facebook.com/TheChannelCompany?fref=ts). *© 2025 The Channel Company, Inc. CRN is a registered trademark of The Channel Company, Inc. All rights reserved.* **The Channel Company Contact:** Kristin DaSilva The Channel Company ![](https://charted.com/wp-content/uploads/2025/08/approvals-hero-32x32.webp "approvals-hero - Charted") --- ### [Charted honored as Small Business of the Year in 2024 for Industry Excellence](https://charted.com/blog/charted-honored-as-small-business-of-the-year-in-2024-for-industry-excellence/) **Published:** November 20, 2024 **Author:** bb-admin **Content:** **Boston, MA — November 20, 2024** **—** [**Charted**](https://charted.com/), formerly SquareWorks Consulting, proudly announces that it has been recognized as a Small Business of the Year in the prestigious [2024 BIG Awards for Business](https://www.bintelligence.com/awards/big-awards-for-business). Hosted by the Business Intelligence Group, this award celebrates those companies, products, and leaders making a significant impact by reshaping their industries and setting new standards for success. “We are incredibly honored to receive this award, which is a testament to our team’s dedication to solving the many pain points for accounts payable teams and bringing clarity to the complex financial processes so many organizations face,” said Bernardo Enciso, CEO of Charted. “This recognition is an amazing celebration of our team and will inspire continued excellence in everything we do for our valued customers.” “For 13 years, the BIG Awards for Business spotlight those whose innovative spirit, commitment to progress, and resilience are not only advancing their fields but inspiring a global movement,” said Russ Fordyce, CEO of the Business Intelligence Group. “Congratulations to Charted for driving forward a brighter future.” As a leader in both NetSuite implementation and technology solutions to enhance the solutions available for financial processes and automation, Charted brings a deep and varied knowledge of NetSuite, financial automation and AI-enabled capabilities to our customers. Bringing clarity to the complexities of accounts payable is critical for business growth, and a hands-on approach is a cornerstone of the Charted customer-centric approach. ### About Charted Charted clears the path for finance teams with AP Automation solutions built directly into your ERP—no integrations, no extra systems. Gain real-time clarity on every invoice, approval, and payment so you can focus on what really matters. Eliminate manual data entry with AI-powered capabilities and expense accrual automation to accelerate your month-end close. Combine the power of your full ERP dataset with Charted built-in controls to manage the most complex approvals and workflows, producing results at scale. Backed by decades of ERP best practices and expertise, we enable multi-entity, multi-currency workflows to support your AP automation needs anywhere in the world. Charted was born from years of hands-on implementation and consulting experience. With consulting roots and product strength, Charted is your one-stop-shop for everything ERP. To find out more, please visit [charted.com](https://charted.com/). ### About Business Intelligence Group The Business Intelligence Group was founded with the mission of recognizing true talent and superior performance in the business world. Unlike other[ industry award programs](https://www.bintelligence.com/), business executives—those with experience and knowledge—judge the programs. The organization’s proprietary and unique scoring system selectively measures performance across multiple business domains and then rewards those companies whose achievements stand above those of their peers. ### **Contact** Alicia Sgromo Corporate Communications & Content Manager Charted [www.charted.com](https://www.charted.com) Maria Jimenez Chief Nominations Officer Business Intelligence Group +1 909-529-2737 To read the original press release, please click [here](https://www.businesswire.com/news/home/20241120359217/en/SquareWorks-Consulting-Honored-as-Small-Business-of-the-Year-in-2024-for-Industry-Excellence). **Tags:** Awards --- ### [Charted launches Invoice AI, revolutionizing invoice scanning with new AI technology](https://charted.com/blog/charted-launches-invoice-ai-revolutionizing-invoice-scanning-with-new-ai-technology/) **Published:** December 3, 2024 **Author:** bb-admin **Content:** *The latest patent-pending AI technology from Charted increases the accuracy of invoice data by 12% and improves upon existing OCR solutions* **Boston, MA — December 3, 2024 —** [**Charted**](https://charted.com/)**,** formerly SquareWorks Consulting, a financial automation software and ERP implementation provider, today announced the launch of its latest product Invoice AI. This patent-pending new technology transforms the process of invoice scanning for accounts payable (AP) teams who rely on enterprise resource planning (ERP) software. The Invoice AI model improves on the more commonly used Optical Character Recognition (OCR) technology for document scanning, delivering best-in-class accuracy and customization. Charted Invoice AI uses proprietary auto-learning technology to quickly learn invoice patterns over time to further increase accuracy while minimizing time spent on configurations. Early adopters of Invoice AI reported significant improvements in both the accuracy of information extracted and a reduction in errors when using this new invoice scanning technology. [BioLogic USA](https://www.biologic.net/biologic-usa/) saw a 12.7% improvement in data accuracy and [The Eye Institute of Utah](https://theeyeinstitute.com/) saw a 12.4% improvement in vendor accuracy after they upgraded to Invoice AI. These improvements enable financial teams to save considerable time by reducing the levels of manual data entry and diminishing the needs for data revision. Customers can enjoy the benefits of Invoice AI immediately, as Invoice AI will improve on the existing Charted OCR product without any changes to the user experience. “As technology quickly advances, the products available to improve financial processes for ERP users and AP professionals must also keep pace,” said Bernardo Enciso, CEO of Charted. “This is why we have come out with our latest AI offering, Invoice AI, to provide a solution which continuously improves on the accuracy of invoice data with adaptable and user-friendly customizations for finance teams. Building on the success of our original OCR solution, we can now bring a smarter, faster and more accurate tool to ensure accounting teams save more time and effort than ever before for more reliable invoicing.” While many businesses turn to OCR and AI technology to scan invoices and avoid manual data entry, they often rely on generic solutions which fail to automatically adapt to their unique business needs. If their solution allows, businesses are often forced to spend time defining rigid and complex rules to extract invoice data and improve the data’s accuracy. Invoice AI uses new, proprietary technology to adapt to a business’s unique needs in real-time. As invoices are captured in a business’s ERP system, Invoice AI automatically learns from changes made and applies those learnings to the next immediate invoice. To further empower business, custom data extraction requirements can also be defined and achieved through natural language instructions, eliminating the need for complex and rigid data extraction rules. For more information on the new Invoice AI solution from Charted, please go to: To view this press release on the wire, please click [here](https://www.businesswire.com/news/home/20241203840617/en/SquareWorks-Consulting-Launches-Invoice-AI-Revolutionizing-Invoice-Scanning-with-New-AI-Technology). **About Charted** Charted clears the path for finance teams with AP Automation solutions built directly into your ERP—no integrations, no extra systems. Gain real-time clarity on every invoice, approval, and payment so you can focus on what really matters. Eliminate manual data entry with AI-powered capabilities and expense accrual automation to accelerate your month-end close. Combine the power of your full ERP dataset with Charted built-in controls to manage the most complex approvals and workflows, producing results at scale. Backed by decades of ERP best practices and expertise, we enable multi-entity, multi-currency workflows to support your AP automation needs anywhere in the world. Charted was born from years of hands-on implementation and consulting experience. With consulting roots and product strength, Charted is your one-stop-shop for everything ERP. To find out more, please visit [charted.com](https://charted.com/). **Contact** Alicia Sgromo Corporate Communications & Content Manager Charted **Topics:** AP Automation, Invoice Processing --- ### [Touchless Invoice Processing redefines frictionless AP automation](https://charted.com/blog/touchless-invoice-processing-redefines-frictionless-ap-automation/) **Published:** October 28, 2025 **Author:** Alicia Sgromo **Content:** *Expands invoice automation with auto-created vendor invoices to reduce manual touchpoints and bring greater efficiency to AP teams* October 28, 2025 – **Boston, MA** – [Charted](https://charted.com/), formerly SquareWorks Consulting, today announced the launch of Touchless Invoice Processing, a new capability that automatically creates bills for standardized invoices. Touchless Invoice Processing eliminates unnecessary manual work while maintaining full internal control over approvals. This feature expands on the capabilities of Charted [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) to further reduce manual touchpoints throughout the AP process. Invoice AI, a system that continuously learns from submitted invoices, then processes those vendor invoices with near-perfect accuracy, provides the basis for Touchless Invoice Processing. In order to adopt a process like Touchless Invoice Processing, organizations require extremely efficient AI-enabled automation they can trust to fully automate the entire AP process. “Charted is advancing our vision of complete, end-to-end AP automation by making every step of invoice processing effortless and intuitive,” said Lee Jacobs, Head of Product at Charted. “Touchless Invoice Processing embodies our Frictionless by Design philosophy—using intelligent AI and integrationless solutions embedded directly in the ERP to eliminate repetitive work and deliver a truly seamless, touch-free experience for AP teams.” Benefits of touchless invoice processing include: - [Cut over 25% of manual touchpoints](https://charted.com/blog/how-to-cut-the-clutter-and-eliminate-manual-touchpoints-from-your-netsuite-ap-workflows/) from the typical accounts payable process with auto-created invoices, built on custom selections. - Review any variances detected and retain complete control over paperwork and approvals. - Boost accuracy while reducing repetitive work with trusted automation. - Rely on the most flexible AI-enabled [invoice processing automation solution](https://charted.com/ap-automation-suite/invoice-processing-automation/). - Scale business without requiring additional headcount. Organizations with a high number of repetitive purchase orders, such as manufacturing, service-based industries and the trades could see significant efficiency gains; organizations with an ideal set-up could see up to 25% of bills be auto-created using Touchless Invoice Processing. Touchless Invoice Processing is a new capability of Invoice AI, which [was launched in 2024,](https://charted.com/blog/charted-launches-invoice-ai-revolutionizing-invoice-scanning-with-new-ai-technology/) to build upon the original OCR technology offering. Charted proprietary AI capabilities enable natural language directions built upon advanced OCR invoice scanning. Frequently asked questions about invoice automation and touchless invoice processing: **What does Touchless Invoice Processing mean?** Touchless Invoice Processing is an enhanced capability enabling invoices to be automatically uploaded and saved without an AP user needing to do anything. Approvers can still review the invoice as is standard process, eliminating a repetitive manual touchpoint within the AP process. **Is Touchless Invoice Processing better than OCR?** Touchless Invoice Processing is built on advanced OCR invoice-scanning technology and also relies on proprietary Charted AI to accurately interpret invoice data for your ERP system. **What industries would Touchless Invoice Processing work for?** Any industry with a high number of purchase orders or standardized invoices like utilities bills would benefit from touchless invoice processing. These include manufacturing, service-based industries, organizations working in the trades, and retail organizations. **How many invoices should I expect to be processed automatically without intervention if I adopt Touchless Invoice Processing?** Organizations working in industries with a high volume of similar invoices or purchase orders can see up to 25% of invoices automated using Touchless Invoice Processing. **About Charted** Charted clears the path for finance teams with AP Automation solutions built directly into your ERP—no integrations, no extra systems. Gain real-time clarity on every invoice, approval, and payment so you can focus on what really matters. Eliminate manual data entry with AI-powered capabilities and expense accrual automation to accelerate your month-end close. Combine the power of your full ERP dataset with Charted built-in controls to manage the most complex approvals and workflows, producing results at scale. Backed by decades of ERP best practices and expertise, we enable multi-entity, multi-currency workflows to support your AP automation needs anywhere in the world. Charted was born from years of hands-on implementation and consulting experience. With consulting roots and product strength, Charted is your one-stop-shop for everything ERP. To find out more, please visit [charted.com](https://charted.com/). **Media Contact** Alicia Sgromo Corporate Communications View the original press release [here](https://www.businesswire.com/news/home/20251028304813/en/Touchless-Invoice-Processing-Redefines-Frictionless-AP-Automation). [![](https://charted.com/wp-content/uploads/2025/10/Cut-the-clutter-ODW-CTA-banner@2x-32x11.webp "Cut the clutter ODW CTA banner@2x - Charted")](https://lp.charted.com/webinar-touchless-invoice-processing) **Tags:** Announcements, AP Automation, Press Releases **Topics:** Invoice AI, Invoice Automation, Press Releases --- ### [Charted surpasses 800 customers, achieves key company milestones including SOC 2 Type 2 Examination](https://charted.com/blog/charted-surpasses-800-customers-achieves-key-company-milestones-including-soc-2-type-2-examination/) **Published:** July 16, 2024 **Author:** bb-admin **Content:** *Charted continues to see strong growth from investments into strategic areas for customers* **Boston, Massachusetts – July 17, 2024** – [Charted](https://charted.com/), formerly SquareWorks Consulting, a [NetSuite](https://www.netsuite.com/portal/home.shtml?noredirect=T) partner, today announced significant achievements made in the first half of 2024, including exceeding 800 customers and successfully completing the [Service Organization Control](https://www.aicpa-cima.com/topic/audit-assurance/audit-and-assurance-greater-than-soc-2) (SOC) 2 Type 2 certification. This steady growth is driven by strategic investments into additional capabilities such as the new secure and streamlined vendor payment process via automated clearing house (ACH), the latest offering for customers looking to elevate their NetSuite experience. Charted is also celebrating the growth of its NetSuite-native financial automation platform. This platform has helped hundreds of accounts payable (AP) teams streamline vendor onboarding, accelerate invoice processing with AI-enabled optical character recognition (OCR) and automate approvals via email. The Charted platform, as well as all NetSuite implementation and support services, are now SOC 2 Type 2 compliant, ensuring all data is protected no matter what product the data lives in. The audits were performed by Laika Compliance, to ensure SquareWorks Consulting, now Charted, follows the required information security practices, policies and procedures. “Our strong performance in the first half of the year, fueled by both new and existing customers, is only the beginning for organizations looking to get the most value out of their NetSuite investments and our automation solutions,” said Bernardo Enciso, CEO of Charted. “Companies are under enormous pressure to move faster and achieve more, while simultaneously cutting costs. With Charted, our customers can achieve the full potential of NetSuite and realize their digital transformation goals through our NetSuite-native automation solutions and consulting services. This is a significant moment for Charted as we continue to build on our momentum and take another step toward achieving our vision of elevating every customer’s NetSuite experience.” While providing cutting-edge automation capabilities, Charted remains committed to supporting customers who still need to print checks with their [Advanced Check Printing solution](https://charted.com/navigating-the-digital-shift-with-squareworks-check-printing-for-netsuite/). By supporting a variety of functions in the accounts payable process, all customers, regardless of their payment preferences or where they are in their digital transformation journey, benefit from the flexibility, security and efficiency offered by Charted. Highlights of Charted achievements include: - Surpassed more than 800 customers globally - Charted AP Automation solutions scanned more than four million (4,120,252) invoices since inception - Charted AP Automation solutions processed more than six million (6,691,041) payments - Charted AP Automation solutions processed more than seven million (7,843,669) approvals To meet the Charted team and learn more about Charted, join us at SuiteWorld 2024: [www.netsuitesuiteworld.com](http://www.netsuiteworld.com/) ### **About Charted** Charted clears the path for finance teams with AP Automation solutions built directly into your ERP—no integrations, no extra systems. Gain real-time clarity on every invoice, approval, and payment so you can focus on what really matters. Eliminate manual data entry with AI-powered capabilities and expense accrual automation to accelerate your month-end close. Combine the power of your full ERP dataset with Charted built-in controls to manage the most complex approvals and workflows, producing results at scale. Backed by decades of ERP best practices and expertise, we enable multi-entity, multi-currency workflows to support your AP automation needs anywhere in the world. Charted was born from years of hands-on implementation and consulting experience. With consulting roots and product strength, Charted is your one-stop-shop for everything ERP. To find out more, please visit [charted.com](_wp_link_placeholder). **Media Contact** Liz Bernardo Charted To read the original press release, please click [here](https://www.businesswire.com/news/home/20240724143620/en/SquareWorks-Consulting-Surpasses-800-Customers-Achieves-Key-Company-Milestones-including-SOC-2-Type-2-Examination). --- ### [SquareWorks Consulting announces rebrand to Charted, signaling growth and commitment to customers](https://charted.com/blog/squareworks-consulting-announces-rebrand-to-charted-signaling-growth-and-commitment-to-customers/) **Published:** October 1, 2025 **Author:** Alicia Sgromo **Content:** *This momentous change reflects expanded mission and continued dedication to empowering customers with industry-leading ERP-native Accounts Payable Automation solutions* **Boston, MA – October 1, 2025** – **SquareWorks Consulting,** a leading provider of ERP suite-native AP Automation software, today announced it has undergone a rebrand, including changing its corporate name to **Charted.** The new name reflects the company’s evolution and its vision for the future while honoring its commitment to deliver exceptional value to customers. SquareWorks Consulting built its reputation on delivering ERP services, including implementations and managed services. Over the years, the company designed and built ERP-native solutions to streamline accounts payable operations for customers, while keeping users in their ERP. Today, Charted delivers a true, end-to-end AP Automation Suite designed specifically for the ERP to help manage the most complex multi-entity workflows and create a frictionless experience. From invoice capture to global payments, Charted combines product excellence with the deep knowledge of a decade of ERP expertise, to deliver results that scale. “Over the past 10 years, we’ve grown from a consulting shop offering implementations and customized projects into a SaaS platform that serves over a thousand global ERP suite customers,” said Bernardo Enciso, CEO of Charted. “Our new name captures who we are today and where we’re headed. Though our look and name are evolving, our core mission remains the same­­—to enable modern finance teams with a better AP Automation solution that provides instant visibility, better accuracy, controls, and global reach, with zero connectors or integrations.” The rebrand includes a new logo, color palette, and website. Customers will continue to experience the same quality of products, services, and support they have always relied on. “Nothing about our product quality or service is changing,” added Bernardo. “We’re doubling down on our vision to elevate the role of finance and empower teams to focus on more strategic tasks. With our AP Automation solution and ERP services, organizations are eliminating manual work and closing the books faster, as we handle the most complex AP Automation and ERP needs without adding more systems or new integrations.” The new [Charted brand](https://charted.com/blog/embracing-our-next-chapter-introducing-charted/) will roll out across all platforms today, Wednesday, October 1, 2025. For more information about the rebrand, please visit [Charted.com](https://charted.com) or follow [Charted](https://www.linkedin.com/company/charted-formerly-squareworks/) on LinkedIn. **About Charted** Charted clears the path for finance teams with AP Automation solutions built directly into your ERP—no integrations, no extra systems. Gain real-time clarity on every invoice, approval, and payment so you can focus on what really matters. Eliminate manual data entry with AI-powered capabilities and expense accrual automation to accelerate your month-end close. Combine the power of your full ERP dataset with Charted built-in controls to manage the most complex approvals and workflows, producing results at scale. Backed by decades of ERP best practices and expertise, we enable multi-entity, multi-currency workflows to support your AP automation needs anywhere in the world. Charted was born from years of hands-on implementation and consulting experience. With consulting roots and product strength, Charted is your one-stop-shop for everything ERP. To find out more, please visit [charted.com](https://charted.com/). **Media Contact** Alicia Sgromo Corporate Communications **Tags:** AP Automation **Topics:** AP Automation, Press Releases --- ### [NetSuite tips and tricks from the experts at Charted](https://charted.com/blog/netsuite-tips-and-tricks-from-the-experts-at-charted/) **Published:** January 21, 2025 **Author:** bb-admin **Content:** Jordan Villemaire, a valued member of the Charted Professional Services team, brings over three years of experience implementing and optimizing NetSuite for growing businesses. Before diving into NetSuite, Jordan spent several years teaching high school biology, where she honed her skills in problem-solving and communication, which are traits she now uses to guide clients through complex NetSuite processes. In this post, Jordan dives into practical tips and tricks to help you make the most of NetSuite. Whether you’re managing accounts payable (AP) workflows, optimizing financial operations, or simply looking to save time with everyday tasks, her advice will help you navigate NetSuite with confidence and maximize its potential for your business. Ready to improve your NetSuite efficiency? Let’s dive into her top tips: ### 1. Streamline CSV imports If you’re having a hard time with [CSV imports](https://charted.com/blog/netsuite-troubleshooting-101-chart-of-accounts-dropdown-lists-and-more/), use either internal or external IDs instead of names for any list or record values; this includes the vendor or department name. NetSuite CSV imports are extremely particular and only accept exact name matches. [![](https://charted.com/wp-content/uploads/2025/09/Picture1-updated.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Picture1-updated.webp) Using internal or external IDs instead of naming conventions ensures the correct unique identifier for any list or record value, which will reduce import errors. To accomplish this, click on the pencil icon when you are mapping CSV import fields. The pencil icon allows you to toggle between names, internal IDs or external IDs for import data. [![](https://charted.com/wp-content/uploads/2025/09/Picture2-4.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Picture2-4.webp) ### 2. Save time with the global search shortcut To save time when searching and navigating, use the Alt+G keyboard shortcut to automatically place your cursor in the global search bar at the top of the NetSuite page. If you use the search function often to search for records, this shortcut can save a lot of time. Simply type Alt and G and start typing your search query. Set up your frequently used preferences to customize your NetSuite experience. The **Set Preferences Menu** can enable the following customizations: To display internal IDs throughout all of NetSuite, you can enable this setting by going to **General**, then clicking on **Defaults** to enable **Show Internal IDs**. This is helpful if you frequently import CSVs or otherwise want to see internal IDs across NetSuite. [![](https://charted.com/wp-content/uploads/2025/09/Picture3-updated.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Picture3-updated.webp) ### 3. Customize your preferences for a better experience ##### Color-code your environments In order to change the color theme of your environment, go to **Appearance** and click on **Colors**. For NetSuite users who have access to multiple different environments, consider color-coding your different environments, such as Orange for Sandbox environments, Blue for Production or Green for Release Preview. [![](https://charted.com/wp-content/uploads/2025/09/Picture4-2.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Picture4-2.webp) ##### Adjust report settings In order to see different impacts on your financial reporting using various breakdowns, go to **Analytics** and choose **Reporting** – this will allow you to view different values in the “Report by Period” field. You will be able to change whether your reports are broken down by the following options: - By date or by period. - Financials Only – Select this option if you want specific financial reports reported by period. For a list of these financial reports, see Report by Period: Financials Only Reports within the Help Center. - All Reports – Select this option if you want all applicable reports reported by period. For a list of reports that properly execute by period and those that fail, see Report by Period: All Reports within the Help Center. - Never – Select this option if you do not want to exclude reports which can be run in both by date and by period mode. [![](https://charted.com/wp-content/uploads/2025/09/Picture5-2.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Picture5-2.webp) ### 4. Efficiently delete imported records NetSuite users who regularly perform CSV imports are familiar with the difficulties of deleting improperly imported records, which often require mass deletions. There are no obvious ways to accomplish this within NetSuite without writing a script, which requires technical skill; the only other way is manual deletion, line by line. Thankfully, our team has developed the following method for mass deletions: 1. Get a list of the records you want to delete using a saved search or filtered list. 2. Toggle the in-line editing setting to “Edit”. [![](https://charted.com/wp-content/uploads/2025/09/Picture6-updated.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Picture6-updated.webp) 3\. Find an in-line editable field, like memo, and click on it within your first search result line. [![](https://charted.com/wp-content/uploads/2025/09/Picture7-updated.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Picture7-updated.webp) 4\. Scroll to the bottom of your list of records, hold shift, and click on the memo field within your last search result line. This will cause all of the records in between to be selected. 5\. Select 100 or fewer transactions at once to avoid any performance issues. 6\. Once selected, in the far left, choose the “New” column, hover over the green person/cog wheel icon, scroll to the bottom of the list, and click on “Delete Record”. [![](https://charted.com/wp-content/uploads/2025/09/Picture8-updated.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Picture8-updated.webp) 7\. This will trigger a mass deletion of all selected records. Refresh until all records are deleted and repeat as needed. **Important note:** Make sure to temporarily disable the “Use Deletion Reason” setting in your enabled features ahead of performing this process if your company used deletion reasons. At Charted, our team brings years of experience with NetSuite implementation and customization, supporting growing businesses to effectively scale with the power of the NetSuite platform. Learn more NetSuite [tips and tricks](https://charted.com/blog/essential-netsuite-tips-tricks-boost-productivity-with-these-easy-chrome-extensions/) from our experienced team, helping our customers figure out how NetSuite can best work for them. If you need more personalized assistance with your NetSuite environment to manage your accounts payable and financial functions, check out our [NetSuite Implementation Services.](https://charted.com/services/netsuite-managed-services/) **Topics:** NetSuite Consulting, NetSuite Managed Services --- ### [Essential NetSuite tips & tricks: Boost productivity with these easy Chrome extensions](https://charted.com/blog/essential-netsuite-tips-tricks-boost-productivity-with-these-easy-chrome-extensions/) **Published:** May 21, 2025 **Author:** Alicia Sgromo **Content:** Everyone wants to get their work done faster. Thankfully, technology keeps making this easier by offering tools to save time and effort. But knowing what tools are available for your specific issues can be half the battle. As a consultant with over four years of experience implementing NetSuite, I know our customers are always looking for ways to streamline workflows; why spend time and energy on menial tasks that could be automated instead? While there are many products to help with this on a macro scale (including the [Charted Accounts Payable automation platform](https://charted.com/ap-automation-suite/)), there are also some aspects of the NetSuite User Interface (UI) that leave something to be desired—but can’t be modified by bundles or SuiteApps. Enter: **Google Chrome extensions.** These lightweight, free tools are easy to install and seamlessly integrate with your Google Chrome browser to extend NetSuite’s functionality. In this post, we’ll explore some of the most powerful extensions currently available on the Chrome web store to help you tackle everyday tasks faster and more efficiently. ### 1. NetSuite Portlet Refresher [![](https://charted.com/wp-content/uploads/2025/09/image-2-1.webp "Can I organize and search documents effectively? - Charted")](https://charted.com/wp-content/uploads/2025/09/image-2-1.webp)The NetSuite home page is incredibly customizable, offering the ability to show a wealth of information tailored exactly to the needs of a specific user or role. However, there is one limitation in the current design: if the user stays on the home page, each portlet needs to be refreshed manually. This interruption can disrupt workflow, forcing users to go through and refresh every single portlet at regular intervals, which is both tedious and frustrating. The NetSuite Portlet Refresher extension solves this problem. With this tool, you don’t have to worry about missing important updates on your home page. The extension will refresh every portlet on all your open tabs at an interval of your choosing. Simply click on the icon, select “Start Refresh”, and it takes care of the rest. This functionality is extremely valuable in countless use cases. For example, users can keep their home page open on a secondary monitor and see important changes come through in real-time. ### 2. NetSuite Field Explorer [![](https://charted.com/wp-content/uploads/2025/09/image-4-1-1024x640.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/image-4-1.webp)NetSuite records are highly customizable and contain a lot of data, not all of which is visible in the UI. The NetSuite Field Explorer extension allows you to see the record you’re viewing as it exists in the NetSuite database, complete with field IDs, field values, their corresponding text (for list/record fields) and even the hidden fields on a record. While this is particularly useful for developers, it’s also useful for administrators or other users who need quick access to: - Values in hidden fields. - IDs of sublist fields. - The number of lines in a sublist containing a specific value. This tool saves time and effort when working with complex records. ### 3. NetSuite Advanced Field Help [![](https://charted.com/wp-content/uploads/2025/09/image-5-1024x722.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/image-5.webp)Most NetSuite users know you can click on a field’s label to see a “Field Help” pop-up. However, it generally does not provide much information aside from a description of the field—and some custom fields may have nothing at all. The NetSuite Advanced Field Help extension takes this feature to the next level, offering both additional data and new functionality. Key features include: - Displaying the value and text currently set in the field. - Previewing the entire list of options for list/record fields without navigating to a new page. - Allowing users with the proper permissions to toggle whether a field is mandatory and/or disabled. Additionally, the field value can be changed in the pop-up, even if the field is disabled. This is particularly useful for speeding up the testing process of changes that depend on the value of a disabled field. ### Explore more Chrome extensions While these three extensions are some of my personal favorites due to their versatility, there are many more extensions specifically for NetSuite on the Chrome Web Store. Whether you’re a developer, administrator or an everyday NetSuite user, you’re likely to find at least one extension which would benefit you on a daily basis. Take some time to explore and see which tool works best for you! If you’re looking for additional NetSuite support, please reach out to our team [here](https://charted.com/get-started/). **Topics:** NetSuite Consulting, NetSuite Implementation --- ### [Do more with less in 2025: The business case for financial automation](https://charted.com/blog/do-more-with-less-in-2025-the-business-case-for-financial-automation/) **Published:** December 2, 2024 **Author:** bb-admin **Content:** A sluggish economy marked by persistent inflation, ongoing global conflicts, and a contentious election cycle made for a challenging 2024. Many organizations chose to zero in on efficiency and maintain restricted spending while waiting out the market volatility. In this complicated environment, organizations relied on the Office of the CFO to drive financial strategy and for operational expertise. While early economic indicators point to the possibility of better times ahead, the expectation for finance to do more with less will only continue in 2025. Financial automation will help teams deliver. In this post, Lee Jacobs, Head of Product for Charted, explores how digital transformation in the Office of the CFO will gain momentum in 2025 and share practical steps for businesses to start their financial automation journey and achieve quick ROI. ### Unlock potential with automation Automation helps overstretched finance teams speed up processes, increase efficiency, boost productivity, and improve accuracy. It frees them from otherwise manual, tedious, error-prone tasks and allows accounting teams more time for higher-value, strategic work—an important benefit as stress and burnout rise across the industry and fewer students choose the accounting field for its low-tech, high-stress, slow-growth reputation. This makes hiring more difficult and exacerbates the requirement for finance to do more with less. Most finance teams have made minimal progress in automating their workflows so far, despite its benefits. But that will shift in 2025. ### No more status quo CFOs have adopted digital transformation initiatives slowly despite their ability to elevate financial processes. The 2024 McKinsey & Company Global Survey of CFOs found that while [most (79%) have digitized some processes in the past year](https://www.mckinsey.com/capabilities/strategy-and-corporate-finance/our-insights/toward-the-long-term-cfo-perspectives-on-the-future-of-finance), two-thirds of responding CFOs have automated fewer than half. Digital transformation rates are low primarily for organizational reasons. Already demanding workloads for the finance team is the primary reason more progress hasn’t been made on automation, say 70% of CFOs. The Institute of Finance & Management (IOFM) 2024 Automation and Technology Benchmarking Report cites the [time required to get the technology working properly](https://www.iofm.com/ap/compliance/2024-ap-benchmarking-report-automation-and-technology) as practitioners’ greatest concern over automating processes. ### Start with AP for quick ROI Digitally transforming your finance office is no easy task, but many organizations find automating accounts payable (AP) delivers fast, demonstrable ROI. AP teams are critical members of the finance function. They play a leading role in managing organizational cash flow—particularly important in today’s inflationary environment—and maintaining strong vendor relationships. Their importance can’t be understated. Unfortunately, AP is also one area of finance overrun with traditionally manual processes that are tedious and inefficient. ###### High costs The countless hours required to manually sort and process invoices make the effort costly. In the *Metrics that Matter* report, industry researchers Ardent Partners say the [average cost of processing an invoice](https://ardentpartners.com/metrics-that-matter/) is $9.87 each, and it takes AP, on average, 10.1 days to process. Costs only rise when you factor in other common occurrences like failures to match invoices with POs, duplicated payments, invoices that require corrections, and discounts not taken advantage of due to missed deadlines. ###### Growing workloads According to a 2024 study by PYMNTS Magazine, AP workloads are only expected to grow. Nearly 80% of mid-size firms [anticipate an increase in ](https://www.pymnts.com/accounts-payable/2024/36-of-smbs-say-cost-complexity-prevent-ap-ar-automation/#:~:text=Nearly%2080%25%20of%20mid%2Dsize,receivable%20(AR)%20systems%20in%20the)invoices they must process over the next three years. In a separate study from IFOL, 60% of respondents said they were only somewhat or [not at all equipped](https://acarp-edu.org/accounts-payable-automation-trends-2024/) to handle any increase in invoice volume – perpetuating the accountant’s stress level and increasing the likelihood of costly errors. ### More finance teams are responding Nearly half (45%) of respondents in the *2024 Accounts Payable Automation Trends Report* from the Institute of Financial Operations & Leadership (IFOL) [plan to fully automate the AP department in the next 12 months](https://acarp-edu.org/accounts-payable-automation-trends-2024/). Nearly three-fourths of IFOL respondents (71%) anticipate automation will speed up the payable process, and 60% believe it will increase controls and reduce risk. Why? Because automating AP will help your team do more with less. Here’s a few examples: - Easily [onboard vendors](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/) with self-serve data collection forms - Streamline [invoice ingestion](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) with AI-enabled invoice processing - Run real-time [3-way match](https://charted.com/ap-automation-suite/real-time-3-way-match/) validations - [Approve](https://charted.com/ap-automation-suite/approval-automation/) transactions with dynamic workflows directly from a user’s inbox - Securely send payments via [ACH](https://charted.com/ap-automation-suite/ach-payments/) or [check](https://charted.com/ap-automation-suite/advanced-check-printing/) - Accelerate the financial close process with [automated accruals](https://charted.com/ap-automation-suite/expense-accrual-automation/) Whatever your business strategy next year, financial automation will be an important tool for ensuring your team can deliver more productivity with greater accuracy and control with less. To demonstrate the highest ROI quickly, start with AP. Charted is here to help AP teams. With everything integrated [directly into NetSuite](https://charted.com/blog/the-complete-guide-to-ap-automation-in-netsuite-part-2-integrated-vs-embedded-platforms/), this tool boosts efficiency and visibility and allows finance teams to manage vendor relationships, speed up invoice processing, automate approvals, securely send payments, and even handle expense accruals—all from one platform. To learn more about this solution, contact us [here](https://charted.com/get-started/). ### Want to stay ahead of the curve? Download our latest eBook to uncover more financial automation trends to watch in 2025 and how they can make life easier for your team. [![](https://charted.com/wp-content/uploads/2024/12/Top_Trends_eBook_CTA_Banner-32x9.webp "Top_Trends_eBook_CTA_Banner - Charted")](https://lp.charted.com/top-4-financial-automation-trends-to-watch-in-2025) **Topics:** AP Automation, Invoice Processing --- ### [Can't cut checks? Try ACH](https://charted.com/blog/cant-cut-checks-try-ach/) **Published:** April 17, 2020 **Author:** bb-admin **Content:** As we globally navigate the battle with Covid-19, there has been a substantial change in working conditions as more companies are performing business operations remotely. This shift is tremendously disruptive for several reasons. One (not so obvious) challenge has been adjusting the process for sending out payments via check. For most companies, distributing a physical check has been routine process from the physical office. If you are looking for an alternative, NetSuite’s Electronic Bank Payments SuiteApp could be a great solution. The Electronic Bank Payments SuiteApp is a public bundle NetSuite offers to manage the ACH process. It is available to install as a managed bundle and includes several standard templates, including NACHA, to provide payment information to the bank. If these standard templates do not meet your requirements, you may need to procure an additional license called the Advanced Electronic Bank Payments License. This is typically needed when your bank has unique specifications for the upload, which requires customization of the template. **Electronic Bank Payments** The Electronic Bank Payments SuiteApp generates payment files to process bank payments for vendor bills, employee expenses, commissions, and refunds, and can even receive payments from customers. The bundle will generate the payment file(s) and all the pertinent information for your bank to accept or deliver payment. The bundle creates a new page where users will navigate to in order to kick off the ACH process. The bottom half of the page will show all the Bills that can be paid. Mark the bills to process and click submit. ![](https://charted.com/wp-content/uploads/2025/09/Image-1.webp "- Charted") Once processed, the resulting file will be available on the “Payment File Administration” page, as well as the File Cabinet. The file can be downloaded from NetSuite and then uploaded to the Company’s bank. A customization can be designed to automate the process to the bank if desired. An example payment file is shown below: ![](https://charted.com/wp-content/uploads/2025/09/Image-2.webp "- Charted") If your company requires additional controls, there is an EFT Payment Batch Approval Routing setting which directs payments through an approval process. This approval setting is configured at the Company Bank level, accommodating varying approval limits based on the bank. The final approver is configured with a blank approval limit with the understanding they are the highest and final approver. There is also a Payment Limit field which determines the maximum dollar value allowed prior to requiring approval. In this example, any batch under $1,000 would not require this approval process, while any batch over $10,000 would require Amy’s signature. ![](https://charted.com/wp-content/uploads/2025/09/Image-3.webp "- Charted") If you do not have ACH information for all your payees, you can start with just a small batch and expand usage as you acquire more payee ACH information. This is a common approach to begin rolling out the new functionality quickly. You can use the new bundle to generate ACH payments while maintaining your current check process as well. The gains of implementing Electronic Bank Payments will benefit your firm given the “Work from Home” conditions and continue to provide cost saving and efficiency gains once we return to the physical office lifestyle. If you have any additional questions, please reach out to our consulting team at . [Charted](https://charted.com/get-started/) has the expertise to facilitate the process and be your partner through these challenging times! **Topics:** Payment Processing --- ### [What's new with Charted: Accrual accuracy updates, multi-currency approval limits, and more ](https://charted.com/blog/whats-new-with-charted-accrual-accuracy-updates-multi-currency-approval-limits-and-more/) **Published:** January 15, 2026 **Author:** Anna Wright **Content:** Our January updates deliver powerful enhancements across Invoice Automation, Payment Automation, Accrual Automation, and Approval Automation, all designed to keep your AP workflows flowing seamlessly within NetSuite. ### Accrual Automation: More accurate accruals and clearer audit trails Charted [Accrual Automation](https://charted.com/ap-automation-suite/expense-accrual-automation/) helps finance teams handle month-end accruals when billing is irregular, approvals are still in-flight, or accruals need to map cleanly to the right accounts for reporting and audit. ##### Granular offsetting credit account mapping You can now map **different offsetting credit accounts** based on debit activity categories, rather than sending everything to a single “catch-all” offset account. Previously, all accrual journal entries used one offsetting credit account [regardless of expense type](https://charted.com/blog/automating-expense-amortization-in-netsuite-with-invoice-ai/). Now you can configure specific offset accounts for different activity categories—advertising, software subscriptions, professional services, and more. This keeps journal entries balanced while improving [clarity in reporting and audit trails](https://charted.com/blog/charted-announces-the-launch-of-expense-accrual-automation/). Finance teams can see exactly which offset account was used for each accrual without manual rework or post-close adjustments. This mapping works alongside existing consolidation settings, so you can group or separate lines based on how your team prefers to review entries. The accrual worksheet also now includes a **Pending Approval column** to help prevent double counting by separating amounts already entered but awaiting approval from estimated accruals. ##### New purchase order accrual type for irregular invoicing A new accrual type—**Purchase Order Accruals LTD**—supports scenarios where invoices arrive irregularly (quarterly, annual true-ups, project-based billing). This method accrues from the PO start date, minus invoices already received, helping teams recognize expenses more smoothly across the period. - **Better for quarterly or irregular invoices:** Useful when spend is incurred monthly, but billing lags. - **More predictable expense recognition:** Helps avoid “lumpy” expense months when invoices finally arrive. ### Approval Automation: Approval limits based on the approver local currency [Approval workflows](https://charted.com/ap-automation-suite/approval-automation/) now support a setting that compares transaction amounts against approval limits in the **approver currency** (for **employee hierarchies**). This is especially important for multi-entity, multi-currency organizations where a single conversion model can lead to mismatched approval steps. - **Setting:** **Use Approver Currency For Approval Limits** - **Scope:** Applies to **employee hierarchies** and takes priority over the prior single-currency approach.International Payments: Expanded vendor reach across 16 additional countries International payment capabilities continue to expand, with **16 additional receiving countries** now supported. This update broadens vendor destination coverage for customers already using international payments, enabling you to pay more global vendors from the same unified NetSuite workflow. Charted [International Payments](https://charted.com/ap-automation-suite/international-payments/) supports **160+ countries** today, intelligently routing each payment through the optimal method—International ACH (iACH) using local rails or SWIFT wire transfer—to reduce processing costs while maintaining the same approval workflows you use for domestic payments. ### Invoice Automation: Smarter touchless processing for PO-backed invoices [Touchless Invoice Processing](https://charted.com/ap-automation-suite/invoice-processing-automation/) just got smarter. When **Auto-Create PO Bills** is enabled, invoices that include a PO number but can’t match immediately are now automatically rechecked in the background. This enhancement addresses a common real-world scenario: invoices arrive before goods are received, and the PO transitions later (for example, from Pending Receipt to Pending Billing). Instead of requiring manual intervention, the system now retries matching automatically as PO statuses update, increasing the percentage of invoices that flow through touchless processing without any manual steps. [Request a demo](https://charted.com/get-started/) to see how Touchless Invoice Processing can automate 25%+ of your routine invoices. ### Additional improvements - [**Payment onboarding**](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/) **form configuration:** The advanced form builder now supports ACH-only display, preventing vendors from selecting checks when your company doesn’t accept them. ### Looking forward Teams are continuing to invest in accrual accuracy, approval precision in multi-currency environments, and payment/vendor onboarding quality improvements. These updates help finance teams stay in the flow inside NetSuite without switching systems or managing external integrations. Ready to explore how these updates can transform your AP operations? [Schedule a consultation](https://charted.com/get-started/) with our team of NetSuite and AP automation experts. **Tags:** Accounts Payable, AP Automation, Invoice Management, Product Updates **Topics:** Accrual Automation, ACH Payments, Approval Automation, International Payments, Invoice Processing, Payment Automation, Product Updates --- ### [Efficiency, security and speed: The new standard for vendor onboarding](https://charted.com/blog/efficiency-security-and-speed-the-new-standard-for-vendor-onboarding/) **Published:** February 12, 2026 **Author:** Alicia Sgromo **Content:** ### Vendor onboarding—the missing piece of the accounts payable puzzle Vendor onboarding is often a hidden bottleneck in the accounts payable (AP) process. Left unaddressed, AP professionals spend weeks chasing down banking information and signed forms in order to establish vendors for payment. This manual system sets the pace for invoice processing and payment timeliness—a slow one. For many organizations, this process still relies on an old-fashioned approach using emails, spreadsheets, and PDFs, which can stretch setup times to multiple weeks, significantly delaying the first vendor payment. By shifting to a NetSuite-native, automated workflow to onboard new vendors, finance teams can transform this administrative burden into a strategic advantage. ### Driving efficiency through automation and native workflows The primary goal of a modern onboarding process is to create a reliable, repeatable workflow that produces payment-ready vendor records from the very start of your official vendor relationship. Efficiency is gained by eliminating back-and-forth communications, creating a significant time delay and opening your organization and your vendor up to fraud through business email compromise. Key efficiency drivers include: - **Eliminating manual data entry:** Automated email to your vendors can populate NetSuite records directly from vendor submissions, removing the need for AP staff to re-key data and reducing the risk of human error. - **Security for your vendors:** Vendors don’t want to send sensitive financial information over email; an official form directly from NetSuite establishes your organization as a secure entity with a higher level of trust. - **Customizations for your business:** Solve for the specific pain points your organization is feeling with [customizable solutions](https://charted.com/blog/efficiency-security-and-speed-the-new-standard-for-vendor-onboarding/); for example, you can include your terms and conditions with vendor onboarding to get everything done at once. - **Rapid activation:** Organizations can achieve up to an 80% reduction in vendor setup time, moving vendors from “requested” to “approved” in days rather than weeks. ### Strengthening vendor relationships by removing friction A vendor’s first interaction with your finance team sets the tone for the entire relationship. One of the biggest sources of strain? Delayed first payments due to onboarding hurdles. To improve the vendor experience, [Advanced Vendor Onboarding](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/) offers the following: - **A portal-free experience:** Forcing vendors to create new accounts, manage passwords, or learn complex portals creates friction. A portal-free experience—where [vendors complete secure forms via email](https://charted.com/blog/introduction-to-netsuite-vendor-management-and-vendor-portals/)—improves response rates and reduce IT support tickets. - **One-click invites:** Starting the process with just a name and email address allows AP to move quickly, making the experience seamless for the vendor. - **Payment readiness:** Capturing domestic and international payment details early ensures that the first payment is made on time, avoiding “emergency” requests that frustrate both vendors and staff. ### Securing data and mitigating fraud risk [Vendor onboarding](https://charted.com/blog/whats-new-with-charted-expanded-ai-control-smarter-workflows-and-more/) is fundamentally a controls and security problem. Collecting sensitive banking details or tax IDs over unencrypted email is a significant security risk and a top vector for [payment fraud.](https://charted.com/blog/3-ways-to-combat-payment-fraud-with-ap-automation/) Modern security standards require: - **Encrypted data collection:** High-risk data, such as banking details and TINs, should be collected via secure, [SOC 2 Type 2](https://charted.com/blog/charted-surpasses-800-customers-achieves-key-company-milestones-including-soc-2-type-2-examination/) compliant forms and stored using encryption. - **Secure change governance:** Any updates to vendor banking information must be governed by secure, approval-driven workflows inside NetSuite to prevent misdirected payments. - **Fraud-reduction controls:** Implementing two-factor authentication and secure communication links protects the integrity of the vendor’s data. - **Master data integrity:** Using duplicate vendor detection ensures clean records as the network scales, preventing operational noise and reporting confusion. By focusing on these three pillars, finance teams can move faster without giving up control, ensuring that the AP function remains “cleaner, calmer,” and highly secure. **Tags:** Accounts Payable, AP Automation, NetSuite Native **Topics:** Advanced Vendor Onboarding, AP Automation --- ### [Revolutionizing invoice processing in NetSuite: The power of AI and automation](https://charted.com/blog/revolutionizing-invoice-processing-in-netsuite-the-power-of-ai-and-automation/) **Published:** September 28, 2023 **Author:** bb-admin **Content:** In the realm of NetSuite, efficiency and accuracy are paramount, especially when it comes to managing financial transactions. Manual invoice processing has long been a tedious and error-prone task for organizations of all sizes. However, with the advent of [Optical Character Recognition (OCR)](https://charted.com/blog/understanding-ocr-accuracy-how-its-measured-and-why-it-matters/) technology and advanced Artificial Intelligence (AI) algorithms, a new invoice processing era has emerged with automation. OCR technology converts scanned or digital documents, such as invoices, into machine-readable formats. OCR algorithms recognize and extract text from these documents, enabling the conversion of paper-based or image-based invoices into searchable and editable digital files. While OCR technology extracts text from documents, AI algorithms take data capture to the next level by analyzing and processing the extracted information. These algorithms leverage machine learning techniques to train models that can accurately identify and match relevant data points within invoices. This technology revolutionizes the way invoices are handled in NetSuite, offering significant benefits that positively impact businesses AP processes worldwide. ### Benefits of Automated Invoice Processing in NetSuite ###### 1. Enhanced accuracy Since OCR and AI extract data from various invoice formats, such as paper-based invoices, PDFs, and scanned documents, manual data entry is significantly reduced resulting in less human errors. ###### 2. Increased efficiency Automated invoice processing streamlines the entire workflow, allowing businesses to process invoices in a fraction of the time. Instead of spending hours manually uploading and entering data, employees can focus on more value-added tasks. ###### 3. Cost savings By reducing the amount of manual data entry, automated invoice processing results in substantial cost savings for businesses. The elimination of time-consuming data entry tasks leads to increased productivity and efficiency, ultimately reducing operational costs. ###### 4. Improved compliance Automated invoice processing validates data against predefined rules and policies, flagging errors to ensure compliance and minimize financial risk. ###### 5. Enhanced data insights Organizations can leverage data analytics from their invoices to gain valuable insights, identifying trends, monitoring spending patterns, and negotiating favorable terms with vendors. ### How Charted AI-Enabled OCR & Invoice Scanning Feature can help With Charted [AI-Enabled OCR and Invoice Scanning](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning-for-netsuite/), organizations can transform their AP process without ever leaving NetSuite. Gone are the days of printing invoices or manually sorting them. Charted AI-Enabled OCR and Invoice Scanning allows you to effortlessly capture invoices directly from your inbox by forwarding PDF invoices. Once uploaded, the OCR technology swiftly scans each document and auto-populates as many details as possible such as vendor information, invoice number and line items, ensuring accuracy and reducing the risk of errors. Charted OCR technology will learn and adapt as your organization processes more invoices, gradually reducing the need for manual data entry. Reviewing invoices becomes a breeze as you can conveniently access and review bills within NetSuite’s native Vendor Bill form, without the need to switch platforms. Charted offers flexible OCR processing rules, empowering you to customize the solution based on your specific requirements. By defining rules and business logic, such as automatically filling subsidiary values or assigning invoice queue users, you can optimize the processing time and tailor the system to your unique workflow. ### Conclusion The integration of OCR technology and AI algorithms into invoice processing has revolutionized the way businesses manage their financial transactions. By automating the labor-intensive task of manual data entry, organizations can achieve enhanced accuracy, increased efficiency, substantial cost savings, improved compliance, and enhanced data insights. As technology continues to evolve, businesses embracing automated invoice capture stand to gain a significant competitive advantage in today’s fast-paced and data-driven business landscape. Charted is here to help you with the most advanced AP invoice automation engine built 100% for NetSuite. By leveraging Charted OCR technology and AI algorithms, you can automatically capture invoice details into NetSuite and significantly speed up your invoice processing times. If you are interested in learning more about Charted AI-Enabled OCR and Invoice Scanning solution, please click [here](https://charted.com/get-started/). **Topics:** AP Automation, Invoice Processing --- ### [Understanding OCR accuracy: How it's measured and why it matters](https://charted.com/blog/understanding-ocr-accuracy-how-its-measured-and-why-it-matters/) **Published:** May 23, 2024 **Author:** bb-admin **Content:** In today’s fast-paced world of business, efficiency is key to success. That’s where Optical Character Recognition (OCR) and accounts payable automation come into play. By leveraging OCR technology in NetSuite, businesses can convert scanned or digital documents, such as invoices, into machine-readable formats, significantly streamlining the accounts payable process. In our recent blog post, we explored the difference between OCR technology and AI algorithms, both integral to automating the invoice scanning process. To learn more on this topic, read the full blog post [here](https://charted.com/blog/revolutionizing-invoice-processing-in-netsuite-the-power-of-ai-and-automation/). Since OCR plays a crucial role in extracting information from invoices and speeding up your AP processing, we often get asked, “How accurate is your OCR?”. When you ask this same question to other solution providers, you might encounter one of two responses. Some might offer a vague answer, claiming industry leading accuracy. Alternatively, you might receive a response with a misleading percentage of accuracy with no detail. Neither response is particularly helpful, as both seem designed to downplay the significance of this topic. In reality, the answer of OCR accuracy is influenced heavily by multiple factors, and no two companies will experience the exact same result. In this blog post, we are going to take a closer look at OCR accuracy, exploring how it’s measured, and most importantly, how Charted OCR stands apart from other solutions. ### How is OCR accuracy measured? OCR systems have come a long way in improving accuracy, with some systems claiming a 99% accuracy rate. However, it’s important to note that many solutions claiming this level of precision are primarily measuring their ability to extract characters on a page. This means that only one character in 100 may be misread or skipped, resulting in a mere 1% error rate. While this high level of accuracy seems promising, it’s crucial to examine what this means in the context of AP automation. The evaluation of OCR accuracy involves multiple layers, and understanding these layers is crucial to delivering a comprehensive accuracy score. ### Unpacking the layers of OCR accuracy 1\. **Character extraction** Recognizing individual characters on a page is the first step. To a person, it’s very clear what an “A” looks like, even when the style, size, or quality changes. To a computer, this task is much more challenging. Imagine trying to describe the logic of what an “A” looks like. There are so many variations it’s not feasible. Instead, the computer needs to be trained using machine learning by showing it countless examples of what an “A” might look like. With enough examples, a computer can learn to recognize characters on a page with high accuracy. 2\. **Word formation** Next, the focus shifts to transforming characters into words, sentences, and paragraphs. The system actively constructs words, sentences, and numerical expressions by analyzing the arrangement and relationships between characters. This step is vital for comprehending the context of the information on the document, ensuring accurate extraction and meaningful interpretation. 3\. **Contextual understanding** Even if a computer can extract all words from a page with 100% accuracy, this information is useless without context. How do you know which words make up the vendor’s name? Is that an invoice number or a PO number? Different approaches are taken to bring context to the words and paragraphs found. Some AP automation providers will attempt to define the logic manually. For example, if you see numbers to the right of the words “Invoice Number,” that’s likely the invoice number. This appears to work at first but falls short as more variations need to be accounted for. You will quickly run into situations where existing vendor invoices suddenly stop extracting information as expected. At Charted, we have avoided this pitfall entirely and lean heavily on machine learning to drive contextual understanding. By training on countless numbers of example invoices, we’re able to identify context without the overhead and risk other providers bring to the table. 4\. **NetSuite alignment** Finally, the information extracted needs to be entered into NetSuite. However, even if a system can extract information accurately from a page, that information might not line up with your data in NetSuite. For example, what if the vendor’s name is different from what you have stored in NetSuite, or what if you’re missing a PO number in NetSuite? Misalignment between data on the invoice and your [data in NetSuite](https://charted.com/blog/before-ai-the-four-step-roadmap-to-modernizing-ap-in-netsuite/) is common. To combat this problem, Charted is able to learn and adjust based on your usage. We also provide you with a comprehensive rules engine to override data mapping logic if needed. As we advance through these levels, it’s important to note that OCR accuracy often decreases due to various influencing factors. Upon evaluating the layers of OCR accuracy, it becomes evident that the focus extends beyond character extraction. Instead, it involves integrating all these layers to determine the overall accuracy rate. ### What is the accuracy of Charted OCR? While some OCR solutions focus solely on character extraction, Charted goes beyond this by focusing on the various layers of OCR. Further, we analyze the frequency with which you need to modify values and manipulate what’s already populated on the screen. Our OCR accuracy falls within a range of 90-99%, factoring in variables such as the utilization of purchase orders, scan quality, and the effectiveness of information extracted in your NetSuite instance. When considering alternative solutions in the market, we encourage you to dig deeper into the numbers provided for a more comprehensive understanding. Opting for a purpose-built, NetSuite-native solution can make a significant difference. Charted [OCR](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) accuracy goes beyond character extraction, providing a holistic approach of how well our solution processes data. Over time, our technology adapts as your organization processes more invoices, gradually reducing the need for manual data entry and review. OCR accuracy is just the first step in achieving the most efficient AP workflows. To learn about effective AI in finance, [read here](https://charted.com/blog/what-does-effective-ai-in-finance-look-like-going-beyond-the-hype-and-promises/ "What does effective AI in finance look like? Going beyond the hype and promises"). To learn more about Charted OCR and customer accuracy rates, please reach out to us [here](https://charted.com/get-started/). **Topics:** AP Automation, Invoice Processing --- ### [Optimize NetSuite licensing costs with the newest feature available](https://charted.com/blog/optimize-netsuite-licensing-costs-with-the-newest-feature-available/) **Published:** January 27, 2025 **Author:** bb-admin **Content:** From the desk of Jordan Villemaire, a seasoned member of the Charted Professional Services team for over three years, comes an exciting update on NetSuite functionality. In this post, Jordan explains how the new “View and Approve” role can reduce licensing costs while ensuring key team members have access to necessary financial oversight and approval functions without needing to input data. If you’re looking for a more cost-effective solution for your team, read on to discover how this new role can enhance your NetSuite experience. ### The new View and Approve role NetSuite recently released new functionality to allow for the creation of a new role, called “View and Approve”, which offers businesses a cost-effective way to optimize their licensing while ensuring that team members still have access to crucial financial oversight and approval capabilities. ### What this means for businesses 1. Cost savings This “View and Approve” role sits in-between a Full Access role and an Employee Center role, with different pricing and a different level of access. NetSuite licenses are a significant business expense, and the creation of a new license type that is cheaper while still allowing the user to access key financial functions is a game-changer. This option is particularly beneficial for small and medium businesses who require multiple forms of access based on their organization’s unique requirements. 2. Tailored access This role can view a wide variety of records throughout NetSuite, as well as approve all the standard accounts payable transactions within NetSuite, including POs, expense reports, time sheets, bills, bill payments, invoices and journal entries. An ideal use case would be an executive or member of the C-Suite who needs NetSuite access in order to review financials, approve transactions and generally be tapped into the day-to-day financials of their organization and be able to see what is going on in the system without needing the ability to enter transactions. This role simplifies their user experience while providing all the tools necessary to stay informed. 3. Enhanced efficiency With this new role, executives, managers, and other approvers can seamlessly review financials, approve transactions, and stay connected to the organization’s financial processes without needing training for full NetSuite functionality. 4. Increased controls By limiting editing and creation permissions, this role helps organizations maintain control over their system while still providing visibility. This reduces the potential for accidental changes and ensures compliance with internal controls. NetSuite’s constant innovation with new features like “View and Approve” ensures businesses of all sizes can make the most of their investment. If you’re looking to maximize efficiency, control costs, and improve how your team interacts with NetSuite, now is the time to explore this functionality. Looking for personalized assistance with your NetSuite environment to manage your financial functions and accounts payable? Learn more about Charted NetSuite Support: **Topics:** Approval Workflow, NetSuite Consulting, NetSuite Managed Services --- ### [Introduction to NetSuite Vendor Management and Vendor Portals](https://charted.com/blog/introduction-to-netsuite-vendor-management-and-vendor-portals/) **Published:** February 22, 2024 **Author:** bb-admin **Content:** Navigating relationships with multiple vendors, each with unique requirements, expectations, and communication styles, can be complex. Often, vendor information is scattered across disparate systems or spreadsheets, potentially leading to inaccuracies. The manual workload and inefficient processes associated with these dispersed data sources can lead to delays, errors, and increased operational costs. Additionally, the limited visibility makes it difficult to identify areas of improvement. Luckily, NetSuite presents a solution to address these challenges through its Vendor Management system. ### What is NetSuite Vendor Management? NetSuite’s Vendor Management system streamlines the maintenance of supplier relationships. This solution ensures that all relevant information about each vendor is centralized, granting purchasing managers easy access to data. Within NetSuite Vendor Management there are many key features that play pivotal roles in transforming traditional procurement processes. For the sake of this blog post, we are going to focus on NetSuite’s vendor portal. ### What is a vendor portal? Vendor portals have emerged as a modern procurement strategy, providing businesses with a centralized platform to seamlessly interact with suppliers. In NetSuite, the vendor portal acts as a gateway to efficient collaboration, helping organizations effectively manage vendor relationships. With a [vendor portal](https://charted.com/blog/2025-accounts-payable-automation-trends-what-we-predicted-whats-to-come/), you no longer need to email back-and-forth with your suppliers. Instead, you provide a hub for buyers and suppliers to collaborate on projects, keeping all communications and documents in one location. ### Common types of vendor portals Vendor portals are diverse, each catering to specific business needs and requirements. Here are a few types of vendor portals: - **Procurement Portals:** Focus on streamlining the procurement process by enabling vendors to submit bids, manage purchase orders, and collaborate on sourcing activities. - **Supplier Collaboration Portals:** Promote collaboration between businesses and their suppliers by facilitating real-time communication, document sharing, and collaborative planning. - **Invoice and Payment Portals:** Streamline invoicing and payment processes by allowing vendors to submit electronic invoices, track payment status, and view transaction history. - **Vendor Onboarding Portals:** Simplify the onboarding process for new vendors by capturing vendor information, facilitating document submission, and guiding vendors through compliance requirements. (Our main focus in this post!) - **Quality Management Portals:** Monitor and manage the quality of goods and services provided by vendors by supporting quality assurance processes, documenting inspection results, and providing feedback to vendors. ### Key features and benefits of a vendor portal 1. **Real-Time Communication** Vendor portals facilitate real-time communication between businesses and their suppliers. This ensures that information flows seamlessly, reducing delays in decision-making and enhancing overall responsiveness. 2. **Streamlined Procurement Processes** By integrating vendor portals into NetSuite, businesses can streamline their procurement processes. From order placement to invoicing and payment tracking, the entire procurement lifecycle becomes more transparent and efficient. 3. **Enhanced Visibility and Control** NetSuite vendor portals offer enhanced visibility into key metrics and performance indicators. This visibility empowers businesses to make informed decisions, identify areas for improvement, and maintain better control over their procurement operations. 4. **Document Management and Collaboration** Collaborative document management is made simple through vendor portals. Businesses can securely share documents, contracts, and other critical information, fostering a more collaborative and organized approach to vendor interactions. ### Discover a complimentary solution with Charted While NetSuite’s vendor portal offers significant benefits, it has limitations, especially when it comes to onboarding new vendors and updating existing ones. Despite providing real-time visibility for vendors, NetSuite’s portal restricts the information vendors can share. This limitation can complicate the onboarding process, potentially causing delays and strains in vendor relationships. Charted recognizes this gap and offers a complimentary solution with the [Advanced Vendor Onboarding](https://charted.com/ap-automation-suite/advanced-vendor-onboarding-for-netsuite/) feature within their NetSuite-native AP Automation Suite. Unlike traditional vendor portals, Charted not only enhances functionality but also provides a convenient and comprehensive way to gather information from vendors using user-friendly forms via email. With Charted vendor forms, vendors are not restricted to sharing limited information. Whether you choose to use our professionally designed onboarding forms or customize them to fit your business needs, the process is versatile. Beyond simplifying the onboarding process, Charted ensures that the collected information is automatically visible and securely stored in your NetSuite account. Also, by simply emailing vendors a secure link to the onboarding form, the need for vendors to create an account or remember login credentials is eliminated. This approach makes filling out a form less intimidating for suppliers compared to navigating to a portal, leading to increased participation. Don’t let onboarding challenges strain your vendor relationships. Opt for simplicity and ease with Charted [Advanced Vendor Onboarding](https://charted.com/ap-automation-suite/advanced-vendor-onboarding-for-netsuite/) feature, providing a solution beyond the limitations of standard vendor portals. To learn more, please contact us [here](https://charted.com/get-started/). **Topics:** AP Automation, Vendor Management --- ### [Five advantages of NetSuite-native AP automation solutions](https://charted.com/blog/5-advantages-of-netsuite-native-ap-automation-solutions/) **Published:** July 22, 2021 **Author:** bb-admin **Content:** There are numerous products that attempt to automate core Accounts Payable processes in NetSuite. These products usually look to streamline receipt and entry of vendor bills as well as processing of vendor payments while at the same time improving controls and providing better oversight over payments and cash. When it comes to NetSuite, you have a variety of options, including external integrations and NetSuite-native solutions. Choosing the right AP Automation solution depends on multiple variables such as specific requirements, budget, your company’s priorities and/or timeline. Before you know which solution is the right choice for your organization, it is important to understand what AP Automation is, and what NetSuite-Native means. ### What is AP automation? AP Automation is a broad term referring to automation of core procure to pay process such as receipt and entry of vendor bills (often involving OCR, or optical character recognition), matching of those bills to Purchase Orders, routing of those bills for approval, and processing of associated payments. Often, when thinking of AP Automation, we consider only the most straightforward scenarios. For example, we imagine that an invoice comes in with a perfect layout easily readable by our OCR technology, that the invoice includes the correct PO number, that the PO exists in our system and is open for billing, that the approval routing for the invoice is straightforward and contains no exceptions, and that (of course) our vendor ships us the correct items which our warehouse then receives correctly. But there is a catch. Many (if not most) invoices come in with problems. Incorrect quantities, rates that do not match the PO, no PO number, a single invoice for multiple Purchase Orders, missing approval-related details, etc. Imperfection is part of our daily business lives and the AP process is no exception. AP Automation solutions are useful only insofar as they can accommodate both “blue sky” scenarios and the more common imperfect and one-off situations. In the simplest terms, the efficacy and ROI of AP Automation solutions should be measured by how well they handle real-world scenarios rather than by a list of features shown in their marketing materials. ### What is a NetSuite-native solution? Before we explain the benefits of NetSuite-native solutions, it is important to define what a NetSuite-native solution is. The definition is quite simple: a NetSuite-native solution is one that was built entirely within the NetSuite platform. For many years, NetSuite has offered companies like Charted the ability to develop solutions (think of them as “apps”) entirely within NetSuite. This is different from when software companies offer a stand-alone product and then build a “connector” or “integration” that has NetSuite-native components. In such a scenario, the NetSuite-native components use a pre-built integration to send data back and forth between NetSuite and the company’s external platform. We call these solutions “integrated”. On the other hand, when we refer to a solution as “NetSuite-native,” we mean that it is built and exists entirely within NetSuite, that there is no integration involved, and that data is not transmitted back and forth between any external platform and NetSuite. ### Five advantages of NetSuite-native AP automation solutions The following are a few key advantages of NetSuite-Native AP Automation Solutions, when compared to an external integration: **\#1 – Less ongoing maintenance** You may be asking yourself at this point – “Why should I care if the solution is NetSuite-native or integrated? Shouldn’t integrations/connectors just deal with the “data syncing” and take care of this for me?” Unfortunately, the answer is a little more complicated than that. Even for perfectly built integrations, there are ongoing maintenance considerations for which we need to account. On the other hand, NetSuite-native solutions are built in NetSuite, and thus do not entail an integration/connector and the associated maintenance. In the case of such solutions, data always only resides in NetSuite, and is never exchanged with an external platform. **\#2 – Better user adoption** Implementing a new system outside of NetSuite comes with a learning curve, and it can be steep. Many AP Automation companies utilize user-friendly and intuitive interfaces, which is certainly a plus, but that does not eliminate the work that comes with understanding and learning a completely new system. NetSuite-native solutions bring consistency to the entire AP process. **\#3 – More use cases supported** Earlier in the article we referenced the idea that when evaluating AP Automation solutions, we tend to focus on “perfect cases” rather than considering more common imperfect scenarios. In our experience, talking through imperfect scenarios (which occur all the time), really puts the “connectors” or “integrations” from AP Automation software providers to the test as we see how many scenarios can be supported without issues or workarounds. **\#4 – Better Data integrity** The definition of [Data Integrity](https://charted.com/blog/a-beginners-guide-to-netsuite-optimization-pain-points-use-cases-and-a-roadmap/) is “the accuracy, completeness, and reliability of data throughout its lifecycle”. When data and the associated transactions are split across multiple systems, data integrity is more difficult to maintain. **\#5 – Easier Reporting** Better data integrity also leads to easier and more accurate reporting. Because using a NetSuite-native solution allows all AP data to reside in NetSuite only, reporting is more accurate, more complete, and more extensible than if such data were spread across multiple systems. ### Conclusion All AP Automation solutions – whether they are NetSuite native or not – bring a significant amount of value to the AP process for organizations. However, it is important to understand the benefits of using a native solution versus an integrated solution when considering which product to implement. Companies should look to implement the product that does the most to streamline their processes while supporting the broadest number of use cases and minimizing user adoption headaches and operational burdens. Companies should also ensure that any solution chosen maximizes data integrity and allows for accurate and complete reporting. As a result, NetSuite-native solutions often provide a higher ROI at a lower cost and with less ongoing maintenance than integrated solutions. We would encourage you to consider both when looking to streamline your AP processes in order to determine which is best suited to your [business needs](https://charted.com/blog/successfully-implementing-netsuite-a-consultants-perspective/) and use of NetSuite. This is an abbreviated piece pulled from our in-depth whitepaper, **5 Advantages of NetSuite-Native AP Automation Solutions**. To read more, download our whitepaper [here.](https://lp.charted.com/whitepaper-5-advantages-of-netsuite-native-ap-automation-solutions?_gl=1*1kp93ne*_gcl_au*MjQyMTAxODU5LjE3Njg4NDQ0MjIuMTk3OTc4NS4xNzcxMjY0MzM1LjE3NzEyNjQzMzU.*_ga*NTQ0NzI0MjEwLjE3NjEwNjczMDk.*_ga_VK75RK0ZKJ*czE3NzI0ODgwMjkkbzIwMiRnMSR0MTc3MjQ5MTY0NCRqNTYkbDAkaDA.) **Topics:** AP Automation --- ### [Successfully implementing NetSuite: A consultant’s perspective](https://charted.com/blog/successfully-implementing-netsuite-a-consultants-perspective/) **Published:** April 29, 2025 **Author:** Alicia Sgromo **Content:** From Michaela Casey, a member of the Charted team, comes practical advice and proven strategies to make your NetSuite implementation smoother and more successful. I’m Michaela, a NetSuite consultant with nearly four years of experience specializing in ERP implementation and optimization. I hold a Master’s degree focused in business processes and management from Boston University, where I developed a strong foundation in both technical systems and business strategy. I’m passionate about helping organizations streamline their processes, improve efficiency, and leverage data to drive better decision-making. I thrive on delivering tailored NetSuite solutions that meet each client’s unique needs and support their long-term success. As a consultant specializing in ERP solutions, I’ve had the privilege of working on many NetSuite implementation projects. Each project has its own unique challenges, but through experience, I’ve identified key strategies that can make the process smoother and more successful. Here’s my take on effectively implementing NetSuite, based on my experiences. ### Understanding the business needs First and foremost, it’s essential to understand the business you are working with. Every organization has its own set of goals, processes, and pain points. I usually kick off the project with thorough discussions and workshops to capture the needs of stakeholders. This helps in tailoring NetSuite’s capabilities to fit the specific requirements of the business, rather than forcing a one-size-fits-all solution. ### Planning and roadmapping Once we’ve identified the business needs, the next step is creating a clear implementation plan. This includes setting realistic timelines, defining project milestones, and assigning responsibilities. I often emphasize the importance of having a roadmap that not only outlines technical aspects but also considers change management and user training. An effective roadmap acts as a guiding star throughout the implementation process. ### Engaging the right team A successful NetSuite implementation relies on collaboration between various teams. I always encourage businesses to assemble a cross-functional team that includes IT, finance, operations, and end-users. This diverse group can provide valuable insights and help in addressing potential issues early on. Plus, having stakeholders involved from the beginning fosters a sense of ownership and increases the likelihood of user adoption. ### Customization vs. configuration NetSuite offers a range of customization options, but I’ve learned that less is often more. Over-customization can lead to increased complexity and higher maintenance costs down the road. I advocate for leveraging NetSuite’s out-of-the-box features wherever possible and only customizing when absolutely necessary. This approach keeps the implementation streamlined and manageable. ### Data migration One of the trickiest parts of any implementation is data migration. Transitioning data from legacy systems to NetSuite requires careful planning and execution. I recommend starting with a data audit to ensure accuracy and completeness. Developing a clear strategy for data mapping, cleansing, and validation is crucial. By testing data migration in stages, we can address any discrepancies before the final cutover. ### Training and support Once the system is set up and data is migrated, the next critical step is user training. I’ve seen firsthand how inadequate training can lead to frustration and underutilization of the system. I advocate for comprehensive training sessions tailored to different user roles. Ongoing support post-implementation is equally important; having a support team ready to address questions can make a huge difference in user confidence and satisfaction. Need ongoing NetSuite support? Our [NetSuite Premium Support Plans](https://charted.com/get-started/) give you a dedicated consultant to help with administrative tasks and ensure long-term success. ### Continuous improvement Finally, the implementation doesn’t end when the system goes live. It’s important to foster a culture of continuous improvement. Regularly gathering feedback from users can help identify areas for enhancement. NetSuite also offers numerous updates and new features, so staying informed about these can help organizations maximize their investment over time. ### Conclusion In the world of NetSuite implementations, success isn’t just about going live—it’s about creating a robust foundation for future growth. By approaching each project with an open mind and a commitment to ongoing improvement, we empower businesses to truly harness the potential of their ERP system. At Charted, we aim to elevate the role of finance for our customers while simultaneously empowering them to drive business innovation and growth. Imagine the impact when a team not only adopts the software but **thrives** because of it. Want more tips for a successful NetSuite implementation? Watch our on-demand webinar [here](https://lp.charted.com/webinar-registration-planning-your-netsuite-project) featuring a CFO who’s led three NetSuite implementations. [![](https://charted.com/wp-content/uploads/2025/06/NSImplementation_OnDemand_Webinar_CTA_Banner-32x9.webp "NSImplementation_OnDemand_Webinar_CTA_Banner - Charted")](https://lp.charted.com/webinar-registration-planning-your-netsuite-project?_gl=1*1cy42xx*_gcl_au*MTU0MzQ1Njg4MC4xNzc2NjI1NDUy*_ga*NTQ0NzI0MjEwLjE3NjEwNjczMDk.*_ga_VK75RK0ZKJ*czE3NzY3MDA1NTUkbzMyNiRnMSR0MTc3NjcwMzExOCRqMjAkbDAkaDA.) **Topics:** NetSuite Consulting, NetSuite Implementation --- ### [The case for an integrationless AP Automation platform: Security, compliance, and risk management](https://charted.com/blog/the-case-for-an-integrationless-ap-automation-platform-security-compliance-and-risk-management/) **Published:** March 24, 2025 **Author:** Alicia Sgromo **Content:** Most companies don’t think about security until it’s too late. They assume their accounts payable (AP) automation system is secure—until they experience a data breach, a failed audit or become victims of fraud. The reality is many businesses are unknowingly exposed because they rely on integration-heavy tools that introduce weak points in their financial workflows. At Charted, we’ve built an integrationless AP automation solution designed specifically for NetSuite. Unlike competitors who don’t specialize in NetSuite, and instead rely on fragile API connections, middleware or third-party platforms, our solution is embedded within NetSuite, eliminating integration-related vulnerabilities. In this post, we’ll explore the hidden security risks in AP automation, why traditional integration-based solutions create compliance headaches and how an embedded approach drastically reduces risk. ### Why integrations make AP automation a security risk Many AP automation vendors claim they integrate seamlessly with NetSuite. What they don’t tell you is these integrations require ongoing maintenance, introduce security gaps and increase the risk of data exposure. Here’s how: - **Integrations create multiple points of failure.** Every time NetSuite updates, third-party AP automation providers must update their connectors, increasing the risk of sync failures and security vulnerabilities. - **Data moving between platforms increases attack surface.** The more [systems](https://charted.com/blog/the-case-for-an-integrationless-ap-automation-platform-the-future-of-ap-automation-and-why-integration-heavy-solutions-will-fade-away/) involved, the more entry points hackers have to exploit. - **NetSuite-native solutions like Charted eliminate unnecessary external interactions.** Instead of relying on connectors that require ongoing monitoring, our solution is pre-configured to operate securely within NetSuite. Failing to update third-party integrations can have catastrophic consequences. The Equifax data breach in 2017 exposed over 100 million credit card applications simply because an available security patch wasn’t applied. This breach illustrates how external dependencies create vulnerabilities that companies often fail to address in time. ### Payment fraud: Eliminating NetSuite’s built-in security gap One of the biggest, most overlooked security risks in NetSuite is its default payment processing method—a method that can leave companies wide open to fraud in one of two ways: - **By default, NetSuite generates unsecured text files** containing payment details, which must be manually uploaded to a bank portal. - **These files can be manipulated, intercepted or uploaded incorrectly**, creating a huge risk of fraud. **How Charted solves this:** - We integrate directly with banks, eliminating the need for unsecured file transfers. - No manual uploads mean no risk of tampering or interception. - Competitors who rely on NetSuite’s default process leave this vulnerability wide open, exposing companies to unnecessary security risks. Similar security flaws have led to major breaches. For example, in 2008, Heartland Payment Systems suffered a data breach due to vulnerabilities in third-party vendor systems, which compromised payment processing for all their clients. This highlights the danger of weak security controls in financial transactions and why direct integrations with banks are critical. ### The compliance nightmare: More integrations, more audit headaches For industries that require strict compliance with SOX, GDPR, HIPAA or other regulatory frameworks, integration-heavy AP automation creates more challenges than solutions: - **More integrations mean more audit checkpoints.** Every connection must be validated for compliance, creating additional documentation and security reviews. - **Breaks in the audit trail introduce compliance risks.** If an external system fails to sync properly with NetSuite, auditors may flag missing or inconsistent financial records. - **Charted simplifies compliance.** Because we operate natively within NetSuite, all actions—approvals, invoices and payments—are tracked in a single, secure audit trail. A real-world example: UK Finance Fraud Statistics showed in 2022 criminals stole over £1.2 billion through authorized and unauthorized fraud, much of it originating from security weaknesses in digital integrations and financial platforms. The takeaway is the less data moves between systems, the fewer opportunities exist for fraudsters to exploit security gaps. ### Updating connectors: The security hole no one talks about AP automation vendors who rely on integrations don’t just introduce security risks—they also create operational nightmares when NetSuite releases take place. - Every NetSuite update means external connectors must be updated, requiring IT teams to manually validate that their AP automation system still functions correctly. - If a connector update is missed or delayed, sync failures can lead to financial misstatements, duplicate payments or broken workflows. - Charted eliminates this risk because we are built directly into NetSuite—there’s nothing to update, patch or reconfigure every time NetSuite releases a new version. A CIO at a midmarket distribution firm estimated they were spending thousands of dollars per year just to maintain integrations between their AP automation tool and NetSuite, not including the cost of fixing errors when those integrations broke. ### Reducing risk by staying inside NetSuite The more systems involved in financial workflows, the higher the security risk. Charted minimizes risk by ensuring all AP automation functions remain within NetSuite, without external dependencies. The benefits: - **No middleware, and fewer security vulnerabilities.** Our competitors rely on third-party platforms who introduce additional risk—Charted does not. - **No API sync failures for better financial accuracy.** External AP automation platforms require constant syncing with NetSuite, leading to delays and potential mismatches. - **No file-based payments, resulting in stronger fraud protection.** By eliminating unsecured payment file uploads, Charted removes one of the biggest fraud risks in NetSuite. ### Don’t let integrations become your weakest link At first glance, many AP automation solutions seem secure—but a closer look reveals critical security flaws caused by external integrations, unsecured payment files and constant API maintenance. An **integrationless**, embedded solution isn’t just a convenience, it’s a **security prerequisite**. By keeping AP automation inside NetSuite, Charted removes unnecessary vulnerabilities, simplifies compliance, and eliminates the risks of outdated connectors and unsecured payments. So, before you choose an AP automation platform, ask yourself: Are you willing to accept the security risks of an integration-heavy solution, or do you want a system that’s built for security from the ground up? Stay tuned for the next post in this series, where we’ll dive into the cost savings of an integration-less approach. Spoiler alert: it’s not just about the dollars you save—it’s about the headaches you avoid. Bernardo Enciso is the founder and CEO of Charted. For more of Bernardo’s insights, you can follow him on LinkedIn [here](https://www.linkedin.com/in/bernardoenciso/). For a deeper look at why an integrationless AP automation platform is the smarter choice for NetSuite users, download our whitepaper below. [![](https://charted.com/wp-content/uploads/2025/07/Business_Case_Whitepaper_CTA_Banner-32x9.webp "Business_Case_Whitepaper_CTA_Banner - Charted")](https://lp.charted.com/whitepaper-download-the-case-for-an-integration-less-ap-automation-platform?_gl=1*c2qnxi*_gcl_au*MjQyMTAxODU5LjE3Njg4NDQ0MjIuMTk3OTc4NS4xNzcxMjY0MzM1LjE3NzEyNjQzMzU.*_ga*NTQ0NzI0MjEwLjE3NjEwNjczMDk.*_ga_VK75RK0ZKJ*czE3NzM4NzI4MzYkbzI0OSRnMSR0MTc3Mzg3MzEwNCRqNTUkbDAkaDA.) **Topics:** AP Automation --- ### [Staying compliant with approval processes in NetSuite](https://charted.com/blog/staying-compliant-with-approval-processes-in-netsuite/) **Published:** July 29, 2024 **Author:** bb-admin **Content:** For accounts payable teams, having a systematic approval process in NetSuite is critical to ensuring compliance with internal policies and external regulations. This process helps verify the authenticity of invoices, confirm that goods and services have been received, and ensure that payments are made accurately and on time. Imagine you’re an accounts payable manager who often deals with unauthorized transactions slipping through the cracks. One day, an unfamiliar vendor invoice for a significant amount appears on your desk, raising red flags. Upon investigation, you discover it was a fraudulent invoice that got paid due to the absence of a proper approval process. This incident not only results in financial loss but also damages your company’s reputation. By implementing a systematic approval process in NetSuite, you can mitigate these risks, reduce errors and discrepancies, and improve the accuracy of financial records. In this blog post, we’ll dive into the pain points of lacking approvals, explore the components of a robust approval solution, share compliance best practices, and provide actionable steps to put these practices into action. ### The pain points of not having systematic approvals 1\. **Risk of fraud** One of the most significant threats of not having systematic approvals in NetSuite is the increased risk of fraud. Without proper controls, unauthorized transactions can slip through the cracks, leading to financial losses and damaging your company’s reputation. Fraudulent activities can range from fake invoices to unauthorized expenditures, all of which can be mitigated with a robust approval process. 2\. **Organizational impact** The lack of systematic approvals doesn’t just pose a risk for fraud; it can also have an impact on your organization as a whole. Inefficient approval processes can lead to delays, bottlenecks, and errors in financial reporting. This inefficiency can disrupt cash flow, strain vendor relationships, and ultimately affect your company’s bottom line. 3\. **Reduced operational efficiency** Without systematic approval processes in place, operational efficiency can suffer significantly. When approvals are handled manually or inconsistently, it often leads to human error and delays. Moreover, the lack of a streamlined process can lead to increased administrative workload as staff spend more time following up on approvals and managing exceptions, rather than focusing on strategic tasks. ### What a systematic approval solution looks like A systematic approval solution in NetSuite is designed to streamline and standardize the approval process for transactions and financial activities. This solution typically includes automated workflows that route transactions to the appropriate approvers based on predefined criteria. Key features of a systematic approval solution include: - **Automated Workflows:** Automatically route transactions to the right approvers based on rules and criteria, ensuring timely and accurate approvals. - **Audit Trails:** Maintain a comprehensive record of all approvals and changes, providing transparency and accountability. - **Authority-Based Approvals:** Assign approval responsibilities based on the delegation of authority within your organization, ensuring that only authorized personnel can approve transactions. - **Alerts and Notifications:** Send real-time alerts and notifications to approvers, reminding them of pending approvals and ensuring timely action. ### Compliance best practices To maintain compliance and ensure the effectiveness of your approval processes in NetSuite, consider the following best practices: 1. **Define Clear Approval Policies:** Establish clear and consistent approval policies that outline the criteria and thresholds for different types of transactions. 2. **Implement Authority-Based Approval Controls:** Systematically assign approval responsibilities based on organizational roles and hierarchies that align with your policies ensuring that only authorized personnel can approve transactions. 3. **Regularly Review and Update Workflows:** Periodically review and update your approval workflows to ensure they remain aligned with your business needs and compliance requirements. 4. **Provide Training and Support:** Offer regular training and support to employees involved in the approval process, ensuring they understand their roles and responsibilities. 5. **Monitor and Audit:** Continuously monitor and audit the approval process to identify and address any issues or discrepancies promptly. ### How Charted can help Implementing systematic approval processes in NetSuite is crucial for mitigating risks, ensuring compliance, and enhancing the overall efficiency of your financial operations. The [Approval Automation](https://charted.com/ap-automation-suite/approval-automation-for-netsuite/) feature from Charted is here to help you easily configure any approval rules, including complex approval matrices, without ever leaving NetSuite. Define multiple approval flows for each record and automatically select the correct approval flow based on your unique business requirements. With this control in place, you can minimize fraud in invoice capture and prevent unauthorized transactions from slipping through the cracks. You can also reduce overhead costs by allowing your employees, regardless of NetSuite licensing, to approve transactions directly from their email inbox. This efficient approval process ensures that vendors are paid on time, preventing any delays and positively impacting your company’s bottom line. Additionally, with a full [audit trail](https://charted.com/blog/the-case-for-an-integrationless-ap-automation-platform-security-compliance-and-risk-management/) of every step in the approval process, your company is safeguarded and compliant, allowing your operation to run smoothly. By leveraging Charted [Approval Automation](https://charted.com/ap-automation-suite/approval-automation-for-netsuite/) and following best practices, your company can safeguard against fraud, maintain accurate financial records, and achieve operational excellence. Investing in a robust approval solution is not just a compliance measure—it’s a strategic move that can drive long-term success for your organization. **Topics:** AP Automation, Approval Workflow --- ### [The case for an integrationless AP Automation platform: The future of AP automation and why integration-heavy solutions will fade away ](https://charted.com/blog/the-case-for-an-integrationless-ap-automation-platform-the-future-of-ap-automation-and-why-integration-heavy-solutions-will-fade-away/) **Published:** April 23, 2025 **Author:** Alicia Sgromo **Content:** Accounts payable (AP) automation is at a turning point, much like ERP systems themselves were over twenty years ago. Back then, businesses relied on complicated on-premises ERP solutions, believing they were the only way to manage financial and operational data. When cloud-based ERPs like NetSuite emerged in the late 1990s and early 2000s, forward-thinking finance teams recognized the advantages: eliminating costly maintenance, avoiding manual upgrades and breaking free from siloed data. Those who embraced the change gained a competitive edge, benefiting from real-time data access and operational efficiency, while those who hesitated were eventually forced to catch up. Today, AP automation is undergoing the same transformation, particularly in the NetSuite ecosystem. For years, businesses accepted that AP automation required third-party integrations, middleware and external platforms. They believed switching between systems, waiting for data to sync and managing separate AP tools were just part of the process. But that era is ending. As midmarket businesses demand faster, more secure and scalable solutions, integration-heavy AP automation is becoming obsolete. The future belongs to integration-less, ERP-native automation—solutions that don’t rely on “connectors”. Organizations are looking to eliminate data sync headaches and gain further efficiency by working seamlessly within NetSuite. Companies who fail to recognize this shift will be left managing inefficient processes while their competitors move forward. ### A silent killer: Separate systems One of the biggest, yet often overlooked, productivity killers in AP processes is the constant switching between systems. According to a [study from Pegasystems](https://www.pega.com/about/news/press-releases/research-reveals-employees-switch-apps-over-1100-times-day?), **employees toggle between different applications over 1,100 times per day, leading to a 9% drop in total productivity.** That’s nearly half a workday lost every week just navigating disconnected systems. Now, consider the impact on AP teams: - Approving invoices in one platform while checking vendor details in another. - Verifying payment status in NetSuite but having to reference a third-party AP tool. - Running reports across multiple, disconnected systems. These inefficiencies don’t just slow things down, they create unnecessary errors, delays and frustrations. The future of AP automation removes all these bottlenecks entirely by keeping everything inside NetSuite, eliminating redundant steps and improving efficiency. For years, AP automation vendors positioned integrations as the ideal solution. Their pitch was simple: “Just activate our connector, and you’re good to go.” In reality, that promise has fallen apart. Integrations require ongoing maintenance. Every time NetSuite has a new release, external integrations must be updated too—or they break. IT teams are then forced to constantly troubleshoot API sync failures, wasting time, adding costs and demotivating employees, leaving finance teams stuck. These integrations also expose businesses to security risks, making organizations vulnerable to fraud, cyberattacks and compliance breaches. On top of that, decision-making is delayed because reports aren’t in real-time. CFOs and Controllers end up working with outdated data, leading to poor cash flow management and missed opportunities. Simply put, integrations haven’t made AP automation easier—they’ve made it more complex, expensive and unreliable. ### Discovering new priorities Forward-thinking finance teams aren’t looking for another integration to manage; they want a solution that just works. The most successful companies are already shifting toward AP automation that is fully embedded within NetSuite, removing the need for third-party platforms. Designed to work natively with NetSuite’s data, approvals and workflows, these solutions eliminate constant maintenance and ensure invoices, approvals and payments happen seamlessly within a single system. The benefits are undeniable. Invoice approvals happen instantly, payments are processed without manual file uploads and financial reports are always accurate and happening in real-time, eliminating the delays caused by sync issues. The transition away from integration-heavy AP automation is already happening. The question is: Will your company get ahead of the curve or scramble to keep up? Finance and IT leaders must prioritize assessing their current AP workflows and identify inefficiencies. Asking critical questions such as: - How much time is wasted navigating multiple systems? - What hidden costs—such as IT support, compliance audits and integration fixes—are eating into profitability? - Beyond subscription fees, how much is spent just maintaining integrations that should be unnecessary? Companies who move to embedded AP automation will process invoices faster, reduce manual errors and scale more efficiently. Those who remain dependent on external integrations risk losing agility in an increasingly competitive landscape. ### The latest competitive advantage The days of juggling multiple AP systems, troubleshooting API failures and waiting on data syncs are coming to an end. Embedded AP automation is the future, and companies who embrace it will gain a significant competitive advantage by improving efficiency, strengthening security and enabling real-time financial decision-making. Just as the shift from on-premises ERP to cloud ERP transformed the industry over twenty years ago, the companies who recognize and adopt this change early will emerge stronger. For finance leaders, the choice is clear: modernize now or risk falling behind. Bernardo Enciso is the founder and CEO of Charted. For more of Bernardo’s insights, you can follow him on LinkedIn [here](https://www.linkedin.com/in/bernardoenciso/). For a deeper look at why an integrationless AP automation platform is the smarter choice for NetSuite users, download our whitepaper below. [![](https://charted.com/wp-content/uploads/2025/07/Business_Case_Whitepaper_CTA_Banner-32x9.webp "Business_Case_Whitepaper_CTA_Banner - Charted")](https://lp.charted.com/whitepaper-download-the-case-for-an-integration-less-ap-automation-platform) **Topics:** AP Automation --- ### [Embracing our next chapter: Introducing Charted](https://charted.com/blog/embracing-our-next-chapter-introducing-charted/) **Published:** October 6, 2025 **Author:** Alicia Sgromo **Content:** For 10 years, SquareWorks has partnered with thousands of businesses to elevate the role of finance. Today, we’re excited to share that we’re changing our name to Charted. This isn’t just a new logo or company name—it’s a reflection of how we’ve grown and where we’re going next. ### Why we’re changing our name We began as an expert NetSuite consulting company focusing on implementations, optimizations, and NetSuite services. Over time, as the needs of our customers evolved, so did our services and solutions. Starting off with “add-ons” like Vendor Request, Check Printing, Approvals, 3-way Match, and an early version of OCR, was then followed by the creation of the Automate platform, leading us to today as we start our new chapter as Charted. Refining our focus has led to momentous growth: AI capabilities that automatically read and populate your invoices, automated Accruals designed to close your books faster, and International Payments designed to save you money while keeping payments secure. Our old name no longer captured the breadth of what we offer; Charted better represents our expanded mission and our commitment to innovation, while maintaining our consulting roots. Deep NetSuite expertise has always been, and will remain, the foundation of what we do. Our knowledge and experience have informed not just our consulting services but were the inspiration behind our products and capabilities, and will continue to guide our offerings, along with the valued feedback from our incredible customers. ### What’s changing (and what’s staying the same) - **New name and visual identity**: We have a new name, logo, and color palette. We hope you’ll love our fresh look as much as we do. - **Same team and mission**: Our people, values and dedication to customer success are unchanged. You’ll continue working with the same passionate team. - **Product continuity**: All features you rely on remain intact. Your account settings, billing, and integrations will remain unaffected. ### What happens next With our new website and a new visual identity live in our NetSuite-native app, we are keeping redirects in place to make this transition seamless for our customers. For a limited time, you’ll see “formerly SquareWorks” on our marketing materials to remind you of our heritage and help any newcomers ensure they’re at the right place. ### A thank you to our customers We’re grateful for your trust and partnership. This change would not have been possible without your feedback and support. If you have questions about the rebrand, our team is here to help. Visit our [product blog post](https://charted.com/blog/squareworks-is-now-charted-important-product-updates/) to learn more about product changes or reach out to us directly [here](https://charted.com/get-started/). ### Looking ahead This new chapter allows us to deliver even greater value. We have exciting updates planned, and we can’t wait to share them with you. Thank you for being part of our journey. Bernardo Enciso, founder and CEO, Charted **Tags:** Announcements, Thought Leadership --- ### [Common ERP evaluation pitfalls: Are you undermining your NetSuite implementation from the very beginning?](https://charted.com/blog/common-erp-evaluation-pitfalls-are-you-undermining-your-netsuite-implementation-from-the-very-beginning/) **Published:** March 12, 2026 **Author:** Alicia Sgromo **Content:** Selecting an ERP system is a major investment—one that affects nearly every part of a growing organization. While the implementation strategy often gets most of the attention, many ERP challenges actually begin much earlier, during the evaluation phase. Common ERP evaluation methods can struggle to understand the complexities behind the scenes. Even a powerful platform like NetSuite can struggle to deliver results if key decisions are made without the right level of planning, alignment, and clarity between the many departments involved in this kind of decision. A successful ERP journey starts well before go-live. By understanding where ERP evaluations commonly go wrong, organizations can avoid costly missteps and set the stage for a smoother, more effective NetSuite implementation. ### 1. Looking at ERP evaluations through a single departmental lens One of the most common evaluation mistakes is viewing ERPs primarily through the perspective of one department, most often finance. While financial reporting and accounting are critical, NetSuite is designed to support a much broader set of business functions, from operations and supply chains to sales and billing. When evaluations don’t account for cross-functional needs, issues tend to surface later—usually during implementation—when teams realize key workflows or reporting requirements weren’t fully considered. Bringing stakeholders from across the organization into the evaluation process helps ensure the system supports how the business actually operates day to day. ### 2. Underestimating how complex processes really are It’s easy for organizations to assume their processes are relatively simple, especially when those processes have evolved gradually over time. In practice, complexity often shows up in areas like revenue recognition, billing models, [intercompany transactions,](https://charted.com/blog/a-recap-of-everything-you-need-to-know-about-intercompany-transactions-in-netsuite/) or entity-level reporting. NetSuite can handle sophisticated requirements, but only when those requirements are clearly understood upfront. The most effective ERP evaluations dig into real-world scenarios and less common but impactful situations, rather than relying on high-level descriptions of how things “usually” work. ### 3. Putting too much weight on demos ERP demos are useful, but they can also be misleading. Demos are typically polished and controlled, showcasing ideal workflows rather than the realities of running a business. Month-end close pressure, exception handling, reporting limitations, and user adoption challenges rarely make it into a demo. When evaluations lean too heavily on demos, expectations can become misaligned. Asking how NetSuite performs in everyday operational scenarios—and how it handles exceptions—leads to more realistic planning and better outcomes. ### 4. Planning for go-live, not long-term ownership Many ERP evaluations focus on getting the system live as quickly as possible. What’s often overlooked is what happens next. NetSuite is not a “set it and forget it” system; it evolves as the business grows and changes. Questions around system ownership, governance, internal expertise, and ongoing optimization should be part of the evaluation process. Without a clear post-go-live plan, organizations may struggle with adoption, inconsistent usage, or missed opportunities to get more value from the platform. ### 5. Viewing ERP evaluation and selection as a software-only decision Another common pitfall is viewing ERP selection as a purely technology decision. In reality, the way NetSuite is implemented, supported, and optimized plays a major role in long-term success. Understanding the experience, approach, and support model of an implementation partner is just as important as evaluating the software itself. Many challenges attributed to ERP platforms stem from misalignment during implementation or lack of ongoing support—not limitations in the technology. ### Conclusion: Setting a stronger foundation for NetSuite success NetSuite offers flexibility, scalability, and robust functionality for growing organizations—but realizing that value starts with a thoughtful evaluation process. Avoiding common pitfalls, such as narrow stakeholder involvement or short-term thinking, helps teams enter implementation with clearer expectations and better alignment. A well-executed ERP evaluation doesn’t just reduce risk. It [creates a foundation](https://charted.com/blog/5-keys-to-a-successful-erp-implementation/) that allows NetSuite to support the business today while remaining adaptable for what comes next. Interested in understanding more about NetSuite implementations? Contact us to speak with one of our services consultants [here](https://charted.com/get-started/). **Tags:** NetSuite Implementation **Topics:** NetSuite Consulting, NetSuite Implementation --- ### [5 Keys to a Successful ERP Implementation](https://charted.com/blog/5-keys-to-a-successful-erp-implementation/) **Published:** October 16, 2019 **Author:** bb-admin **Content:** Are you thinking of expanding your current, or adopting a new, business system? Selecting, configuring, and deploying a new business system – whether it is a full-blown ERP product or something smaller-scale, such as an expense report management platform – can be stressful, time-consuming, and expensive. Without proper planning and execution such a project can quickly go over-budget and produce disappointing results. Minimize those risks and maximize your potential return on the project by following these quick tips for a successful implementation of any business system: ### \#1 – Be sure you clearly understand and can articulate the business case driving the implementation Avoid scope creep and end-user resistance by making sure key personnel understand the root drivers and goals of the project. This can prevent the project from going over budget, over time, and producing poor results. Management and sponsors must be able to clearly explain key requirements and expectations to internal and external resources, and must be able to convince internal stakeholders that the expected results are worth the anticipated effort, for a project to be successful. ### \#2 – Form a steering committee that includes executive involvement and is empowered to make key decisions Projects of all size and scope require formal structure and oversight to be successful. Steering committees fill a critical executive function, serving to distill stakeholder input into clear, actionable directives for project resources. Executive involvement is key, as steering committees are often called upon to make hard decisions that may disappoint some employees. Participation by upper management helps to ensure that stakeholder expectations remain aligned with project goals and that project resources remain free to execute on deliverables with minimal end-user resistance. ### \#3 – Be sure that core business processes are clearly understood by internal personnel prior to the beginning of the project In order to get the most out of their investment businesses must be able to articulate their current core processes, how they would like those processes to change as a result of their implementation, and what aspects of those processes are critical and must be supported by the new system. Good systems are no substitute for good processes, and poor implementations often stem from poorly understood and poorly articulated operational requirements. ### \#4 – Invest in Project and Change Management expertise Implementations can be expensive, and it can be tempting to cut back on project and change management costs. Poorly managed projects are at risk of going over budget and over time, and implementations without effective change management often experience poor user adoption. If you intend to assign these roles to internal resources, make sure they are qualified and are given enough time to perform their jobs properly. If you do not have qualified internal resources, make it a priority to find high-quality external ones, and be sure to budget for them appropriately. ### \#5 – Be realistic about the time required for your implementation and your employees’ capacity to devote attention to the project Implementations can be time consuming and demanding, and it is important that they be structured in such a way that key participants do not become overburden and burned out. Make sure that timelines are reasonable, and that flexibility is built into the project plan to help account for vacation time, employee turnover, and the daily demands of the business. Taking a phased approach to larger implementations can help keep workloads reasonable and can bring quick wins that make teams happy. Finally – expect the unexpected! No two implementations are the same, and none go entirely as planned. Remain flexible, be ready to adapt, and listen to your team – ultimately, the success of the project depends on them. --- ### [Mastering data migration for a seamless NetSuite implementation](https://charted.com/blog/mastering-data-migration-for-a-seamless-netsuite-implementation/) **Published:** September 26, 2024 **Author:** bb-admin **Content:** When implementing NetSuite, one of the most critical yet challenging tasks you’ll face is data migration. Whether you’re transitioning from a legacy system or consolidating multiple systems into one, the process of moving your data into NetSuite can feel daunting. Data migration is often underestimated, but it plays a crucial role in ensuring that your new system is populated with clean, accurate data. In this post, we’ll explore common data migration challenges and offer practical tips to help you prepare effectively for your NetSuite implementation. ### Scrub your current data Before you begin the data migration process, it’s essential to start with a thorough review of your current data. Begin by using the data migration template provided by your consultant to identify what needs to be extracted from your legacy system. Identify upfront what fields are required in NetSuite, what fields are available natively in NetSuite that you want to utilize (also the fields you do not want to utilize so the form can be cleaned up), and any additional fields needed that are not present on the record in NetSuite yet. If there are fields you require for a record that do not exist in NetSuite, work with your consultant on either creating a custom field or repurposing an existing field for this data. This is also a great time to identify which records are still active and should be moved. You don’t necessarily want to bring over every single vendor if you have some that you haven’t used in years. The exception to this would be if any of those vendors (in this example) are used on any historical transactions that are being migrated. ### Ensure data cleanliness After you have identified the data that needs to be extracted and moved to NetSuite you will want to make sure the data extracted is clean. What does clean mean? You should look for things like typos in names, contact information etc. You will also want to make sure that the data pulled for specific fields are all formatted correctly for that field. For example, you will want to make sure email addresses all have a domain name. You may also want to take note of any special characters used in any of the data so that you can validate after import if the special character did not import correctly (you may consider removing special characters if they are not needed to prevent this issue). As you work through cleaning your data, consider leveraging the complimentary templates and example data provided by the Charted implementation team. These resources are designed to help you navigate this complex process with ease. However, if you encounter challenges or uncertainties, don’t hesitate to reach out for expert guidance. ### Importing the data When you have completed the import template with your clean data, you are ready to send it to your consultant for import into NetSuite or import it yourself. An important thing to remember at this stage is to not get frustrated when the inevitable error comes up. Data formatting for CSV imports can be very picky, a wrong space in one field can error out a file. This is likely to happen even after you have cleaned your data. Not to worry, error messages will be given to help identify the issue. Many times, copying and pasting an error message into SuiteAnswers can be helpful to resolve the problem. NetSuite will only return one error per record at a time, so multiple iterations are common. If you work through the errors as they come up, you will make your way to success! ### Validate the imported data After the import is complete, it’s time to validate the data in NetSuite. Select a random sample of records imported to use for validation. On each record chosen, review key fields to ensure that the information appears as expected on the record. Don’t forget to check in on any records with special characters to see if they need to be corrected in the system manually, as they do not typically import correctly if at all. After you have validated a sample of data, you can be confident that your import was successful, and NetSuite is now populated with the relevant data that your business relies on. Data migration might seem like a tedious task, but it’s a crucial step in laying a [solid foundation for your NetSuite implementation](https://charted.com/blog/successfully-implementing-netsuite-a-consultants-perspective/). By following these tips, you can navigate the data migration process more smoothly and ensure your new system is set up for success. However, if you find yourself facing challenges or need expert assistance, Charted is here to help. Our US-based NetSuite Consultants are ready to guide you through every step of the process, ensuring a seamless transition. [Contact us today](https://charted.com/get-started/) to get started on your data migration journey! **Topics:** NetSuite Consulting, NetSuite Implementation --- ### [Why your NetSuite managed services strategy needs more than just a "help desk"](https://charted.com/blog/why-your-netsuite-managed-services-strategy-needs-more-than-just-a-help-desk/) **Published:** March 24, 2026 **Author:** Alicia Sgromo **Content:** You didn’t invest in NetSuite just to have another system to manage. You invested in it to be the engine of your business—the single source of truth that helps scales as you grow. But for many finance and IT teams, the reality of managing NetSuite looks different. And without a NetSuite managed services strategy, the work for your NetSuite Administrator will never end: semi-annual NetSuite releases, evolving compliance requirements, constant need for new workflows, the to-do list is constantly growing. This is where the traditional “break-fix” support model fails. When you only call for help after something breaks, you aren’t optimizing anything; you’re just surviving. At Charted, we believe there’s a better way to operate. Our [NetSuite Managed Services](https://charted.com/services/netsuite-managed-services/) offering is designed to move your team from reactive troubleshooting to proactive strategy. ### The admin gap: Why internal teams struggle to keep up Small to mid-market organizations often face a common dilemma: they are too large to manage NetSuite off the side of a Controller’s desk, but not yet ready to hire a full-time, high-salaried NetSuite Administrator. Even enterprise teams with a dedicated admin faces limits when confronted with the massive breadth of NetSuite’s capabilities. One person can rarely be an expert across everything—Advanced Revenue Management (ARM), multi-subsidiary consolidations, AP Automation, complex SuiteScripting—the list goes on. This admin gap leads to: - **Stagnant workflows:** You’re still using the same processes from go-live, even though your business has doubled in size. - **Update-based anxiety:** Every new NetSuite release feels like a risk instead of an opportunity for improvement. - **Technical debt:** Quick “fixes” from the past are now causing errors in your current reporting. ### What a proactive NetSuite managed services strategy looks like Charted NetSuite Managed Services isn’t a ticket-based help desk. We operate as an extension of your team, staffed by NetSuite-certified experts who understand the last mile of finance operations. Here is how we help you reclaim your time: 1. **Continuous optimization**: Your business changes every quarter. So it’s natural your ERP should be looked at that often too. We don’t just fix errors; we look for friction. Whether it’s refining [Approval Automation](https://charted.com/ap-automation-suite/approval-automation/) hierarchies or setting up new subsidiaries for global expansion, we ensure NetSuite evolves with your headcount and complexity. 2. **Release management and new feature coaching**: NetSuite’s bi-annual updates are packed with value, but most teams are too busy to read the 200 pages of release notes. We act as your filter. We test your customizations in the preview environment to ensure nothing breaks, and we highlight the specific new features that will actually benefit your business. 3. **Strategic last-mile support**: Because Charted is rooted in deep accounting expertise, we understand the stakes of your month-end close. We don’t just understand the code; we understand the GAAP requirements behind it. From automating [Accrual Automation](https://charted.com/ap-automation-suite/expense-accrual-automation/) entries to streamlining [International Payments](https://charted.com/ap-automation-suite/international-payments/), we focus on the high-value problems that generic IT firms miss. ### The ROI of properly managed NetSuite support The best NetSuite environments are the ones you don’t have to think about. When your system is optimized, your data is clean, and your workflows are automated, the noise of manual work disappears. By partnering with Charted for [Managed Services](https://charted.com/services/netsuite-managed-services/), you gain: - **Predictable costs:** Replace the variable expense of emergency consultants with a steady, [structured partnership](https://charted.com/blog/netsuite-services-101-how-to-organize-your-internal-team-for-a-successful-netsuite-implementation/). - **Institutional knowledge:** We document your environment so that if your internal team changes, your NetSuite expertise doesn’t walk out the door. - **Focus on decisions, not detours:** Your finance team can stop acting as system janitors and start serving as strategic advisors to the business. ### Ready to stop reacting? Your ERP should be a catalyst for growth, not a bottleneck. If you feel like you’re spending more time managing NetSuite than using it to manage your business, it’s time for a different approach. [Explore your options with Charted NetSuite managed services](https://charted.com/get-started/ "Explore Charted NetSuite managed services") and see how our team of experts can help you get the most out of your NetSuite investment. **Tags:** NetSuite Support **Topics:** NetSuite Consulting, NetSuite Managed Services, NetSuite Optimization --- ### [Unlock efficiency: The business case for investing in AP automation for NetSuite](https://charted.com/blog/unlock-efficiency-the-business-case-for-investing-in-ap-automation-for-netsuite/) **Published:** June 17, 2025 **Author:** Alicia Sgromo **Content:** When organizations plan for the future, manual efforts, inefficient processes and maintaining the status quo are often not what people envision. And yet, when it comes to the accounts payable (AP) function, a lack of investment is standard. Without the proper investment, AP teams are left to do business as it’s always been done—slowly. Historically, AP hasn’t been a strategic function. Paying bills and processing invoices were simply everyday functions, a necessary part of doing business. As financial operations has grown, and the workload has increased, organizations are discovering the benefits of enabling AP teams with automated tools to help them focus on more strategic, higher value work. But how do you get to that point? ### Building the business case One of the first steps is understanding how your processes are set up. Fragmented processes, or sometimes no processes at all, are what happens when teams are left without the tools they need. Going through the motions, sifting through the paperwork, reporting expenses to the best of their ability based on a combination of cash and accruals—this is the reality for a lot of AP teams. Relying on excel spreadsheets or limited functionality tools like QuickBooks while sending individual emails to follow-up on invoices and approvals is not going to support a growing business. Simply put, manual work doesn’t scale. For organizations invested in NetSuite, it can be especially hard to determine what systems need to be developed. But without a full automation suite designed specifically to solve the problems of accounts payable, organizations will continue to be stuck in a spiral of slow, manual work. ### Knowing where to invest NetSuite is the top enterprise resource planning (ERP) platform for a reason. It’s endlessly customizable, and can be built to suit vastly different verticals, from biotech to software to manufacturing. But this all-encompassing focus is also where it can get tricky. Solutions built for general purposes can miss the mark when it comes to ease of use for specific functions, like AP. Without dedicated tools designed specifically for NetSuite’s complexity, AP teams often resort to complicated workarounds in order to accomplish tasks like: - Accurately onboard vendors via email to avoid business email compromise. - Capture items like international vendor invoices. - Manually upload NACHA payment batch files. - Create spreadsheets to manipulate and upload financial data into their NetSuite instance. ### The hidden costs of manual work Companies like [Abcuro](https://charted.com/case-study/abcuro/) were still completing a lot of their AP work in excel before implementing NetSuite and Charted. The investment saw them completely overhaul their processes, and with a solution like Charted, that lives directly in NetSuite, tracking their finances entirely inside NetSuite without any third-party connections has made huge impacts, cutting the workload by 50%. Even for organizations who are implementing tools to automate their AP processes, there can be pitfalls. One of the biggest problem areas is wasting time when moving between systems. For organizations using accounts payable solutions that are not directly integrated into NetSuite, this means a number of issues: - Employees are being forced to constantly switch between NetSuite, where their financial data lives, and a separate AP system. Reporting from [PEGA Systems](https://www.pega.com/about/news/press-releases/research-reveals-employees-switch-apps-over-1100-times-day?) shows the more an employee has to toggle between applications, the more time is wasted and the more errors increase. - Organizations keeping their financial data outside of NetSuite are more prone to errors. - NetSuite cannot report on data in real-time, removing one of the biggest benefits of using NetSuite in the first place. Organizations keeping their employees trapped in the time-consuming loop of manual work are missing out on the benefits of AP teams doing high-value work. But what is high-value work? Conducting financial analysis and vendor relationship management, such as negotiating better payment terms, is a key area where time spent could result in improved financial outcomes. ### Set your team up for success It’s nothing new that time = money. But manual accounting doesn’t just mean time; it means wasted time, more errors and lack of insights. Without tracking in place via automation, there are other hidden costs of slow processing: late payment penalties, missed early-payment discounts and even strained vendor relationships. While NetSuite functionality sets the foundation, it often doesn’t lead to the kind of improvements teams expect to see from such an investment. The only way to see the kind of huge improvements teams need within the AP function is with automation—namely, a dedicated tool designed to provide the best in AP automation. [![](https://charted.com/wp-content/uploads/2025/07/Business_Case_eBook_CTA_Banner-32x9.webp "Business_Case_eBook_CTA_Banner - Charted")](https://lp.charted.com/ebook-download-business-case-for-ap-automation) **Topics:** AP Automation --- ### [Charted named one of the most promising NetSuite solution providers by CIOReview](https://charted.com/blog/charted-named-one-of-the-most-promising-netsuite-solution-providers-by-cioreview/) **Published:** March 22, 2018 **Author:** bb-admin **Content:** [![](https://charted.com/wp-content/uploads/2025/09/CIOReview.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/CIOReview.webp) BOSTON, March 22, 2018 — Charted, formerly SquareWorks Consulting, a leading provider of NetSuite Consulting Services and Solutions, is excited to announce the company was recently named one of the most promising NetSuite Solution Providers by CIOReview. The technology magazine, long respected for its history in identifying and highlighting innovative entrepreneurs, praised Charted for its ability to provide premium services to NetSuite customers through its offering of high-quality support packages, project services, and NetSuite bundles. “We are extremely proud of this recognition by one of the most respected technology publications. Our team celebrates this achievement, and we continue our efforts to bring a superior experience to NetSuite customers by combining our Premium Support offering with our Project Services and NetSuite Bundles,” said Bernardo Enciso, CEO at Charted. CIOReview recognized Charted for its ability to drive customer success by focusing on [best in class customer service](https://charted.com/blog/netsuite-implementation-partner-importance-of-industry-expertise/) through their Premium Support Plans. This unique offering allows Charted to assist NetSuite customers that require day-to-day NetSuite assistance in an organized forum. To enable efficient resolution of customer requests, Charted implemented a customer portal where clients can easily interact with members of the Charted team. By utilizing this portal, customers know the status of their request and have a repository of information that they can access as needed. With its dedication to customer satisfaction, Charted builds lasting partnerships with customers that reflect the company’s commitment and care. In the rapidly changing landscape of technology, CIOReview noted the Charted pension to stay adaptable. One way Charted is exhibiting adaptability is by working with companies going through mergers and acquisitions. As many companies look to inorganic growth to maintain market share, Charted has found success in assisting companies realize the full potential of their software platform during a significant time of change. Utilizing years of business experience, as well as a deep understanding of the NetSuite platform, Charted helps companies gain efficiencies in NetSuite, creating space for customers to focus on important business initiatives. Through their assistance with the planning, designing, and executing of change, Charted works with customers to meet them where they are in their business lifecycle offering clear guidance and delivering high quality results. Read more about what CIOReview has to say about Charted, formerly SquareWorks Consulting: **About CIOReview** CIOReview is a technology magazine that aims to showcase the innovations of enterprise organizations. The magazine acts as a space for inventors and entrepreneurs to present their solutions and insights to an expansive audience of readers. **About Charted** Charted clears the path for finance teams with AP Automation solutions built directly into your ERP—no integrations, no extra systems. Gain real-time clarity on every invoice, approval, and payment so you can focus on what really matters. Eliminate manual data entry with AI-powered capabilities and expense accrual automation to accelerate your month-end close. Combine the power of your full ERP dataset with Charted built-in controls to manage the most complex approvals and workflows, producing results at scale. Backed by decades of ERP best practices and expertise, we enable multi-entity, multi-currency workflows to support your AP automation needs anywhere in the world. Charted was born from years of hands-on implementation and consulting experience. With consulting roots and product strength, Charted is your one-stop-shop for everything ERP. To find out more, please visit [www.charted.com](https://www.charted.com/). **Tags:** Awards --- ### [Discovering the right NetSuite implementation partner: The importance of industry expertise](https://charted.com/blog/netsuite-implementation-partner-importance-of-industry-expertise/) **Published:** August 15, 2023 **Author:** bb-admin **Content:** At Charted (formerly SquareWorks Consulting), we are expanding our NetSuite Professional Services footprint while strengthening our sales team and offerings to provide exceptional support to customers at every stage of their NetSuite journey. Whether you’re embarking on a NetSuite implementation or seeking to elevate your existing environment, Charted is here to help as your reliable and trusted NetSuite partner. We’re thrilled to introduce Laura Van Lenten, Charted Business Development Executive and former NetSuite Solution Consultant with more than 10 years of business, audit and NetSuite solution design experience. In this post, Laura shares her perspective and insight related to the advantages of working with a NetSuite implementation partner, the importance of boutique partners, and provides a glimpse into her background and industry experience. ### Why leverage a partner on your NetSuite implementation? As customers embark on their NetSuite journey, they are often faced with the question of how to best approach their implementation. To shed light on this, we asked Laura her experience and input on when she found it most beneficial to bring in an Alliance partner and she said: > I often recommended leveraging a NetSuite partner for a number of reasons. The first reason being that partners will be able to provide a more consultative and personalized experience. Second, partners specialize in certain industries and even sub-industries which allows them to bring industry specific knowledge and best practices to the table. They will also often create IP or solutions for those industries that nicely compliment what NetSuite can do “out of the box”. Lastly, because of their deep experience in certain verticals and areas of functionality, they will often be able to implement quickly and efficiently while becoming a long-term strategic partner for the organization. ### Why a boutique NetSuite partner? At Charted, we partner with our customers to elevate their NetSuite experience through automation solutions and consulting services. Our products include [Automate](https://charted.com/ap-automation-suite/), a NetSuite-native financial automation platform that enhances and takes NetSuite to the next level. We also provide exceptional consulting services and partner with our customers to deliver high-quality NetSuite [implementations](https://charted.com/netsuite-implementations/), [optimization](https://charted.com/netsuite-optimizations/) services and [ongoing support](https://charted.com/support/). During Laura’s tenure of working with NetSuite customers and prospective customers, she found that boutique partners offer a highly consultative approach to implementations, which is often valued greatly by customers seeking extra support during the process. Choosing a new ERP solution involves a significant investment and who you trust to maximize that investment while mitigating the risks associated with any software implementation can be key to measuring overall success. ### What differentiates Charted NetSuite Implementation Services? Charted serves as a trusted partner and advisor to deliver best-in-class NetSuite implementations. Our US-based Functional Consulting team will be there to assist you through the entire process and will ensure that NetSuite is optimally configured to meet your business needs. Here are a few things that set us apart: - **Expertise:** Our functional consultants who, in addition to having NetSuite experience, will have an average of 10 years of relevant business experience and a large variety of NetSuite certifications. - **Hands-On project management:** Across all professional service offerings, we provide a hands-on approach to assisting customers to ensure we are providing best-in-class services. - **Unique QuickStart implementation:** We provide a variety of implementation offerings to accommodate organizations of all sizes. For customers with limited time and investment, we recommend QuickStart, which sets the foundation for NetSuite and allows you to grow into other capabilities and functionality. - **Tailor-made implementation methodology:** Our proprietary implementation methodology, “Elevate”, unlocks NetSuite’s full potential while maximizing success. - **AP Automation:** Along with our professional services, Charted has a NetSuite-native financial automation platform, Automate, which consists of a variety of features to support AP Automation including AI-enabled OCR, advanced approvals, vendor onboarding, and more. When implemented in conjunction with NetSuite, Automate gives our customers a distinct advantage, streamlining their accounts payable processes and significantly improving operational efficiency. If Charted is chosen as your trusted NetSuite partner, we can ensure [unparalleled expertise,](https://charted.com/blog/navigating-the-post-go-live-journey-with-charted-what-comes-next/) superior service, and a proven track record of empowering businesses to thrive along their NetSuite journey. If you would like to learn more about Charted NetSuite implementation offerings, please reach out to us [here](https://charted.com/get-started/). ### Laura Van Lenten’s journey to Charted Laura came to us with years of industry experience, first starting her career in Deloitte’s audit practice. While at Deloitte, Laura obtained her CPA and worked with various clients undergoing drastic system implementations and integrations, sparking her interest in the technology space. At NetSuite, Laura began her career as a Staff Solution Consultant, making her way to a Principal Solution Consultant with specialization in High-Tech. After many years at NetSuite, Laura was ready to expand her horizons in the NetSuite ecosystem. She had previously worked with the Charted team on a number of projects and says: > I was extremely impressed by the attention to detail, customer experience and feedback, and the overall NetSuite knowledge of the Charted team. These attributes always stood out to me among the partner network, so when I was ready to make a move, Charted was my first choice. If you would like to connect with Laura directly, you can either [email](mailto:laura.vanlenten@charted.com) her or connect on [LinkedIn.](https://www.linkedin.com/in/laura-van-lenten-cpa-71b85922/) **Topics:** NetSuite Consulting, NetSuite Implementation --- ### [Automation’s role in combating the accounting talent shortage](https://charted.com/blog/automations-role-in-combating-the-accounting-talent-shortage/) **Published:** February 3, 2025 **Author:** bb-admin **Content:** Accounting is known for long hours for low pay, slow career advancement, and limited opportunities to learn and benefit from innovative technology. Most finance teams today report feeling stressed, burnt out, and searching for solutions. This unforgiving reputation has also resulted in fewer students choosing the career path. Lee Jacobs, Director of Product for Charted, understands the toll these challenges take on finance teams. Having worked closely with organizations navigating burnout, Lee advocates for automation as a practical solution to improve efficiency and create a more fulfilling workplace. It’s a perfect storm for hiring managers – and the finance teams trying to [do more with less](https://charted.com/blog/do-more-with-less-in-2025-the-business-case-for-financial-automation/). Fortunately, there are ways to break this cycle. One approach is automation. ### Rising workloads The role of finance continues to grow as organizations focus on profitability and efficiency through economic volatility. Emerging technologies are also changing the future of finance, powering new insights and forecasting that can help inform organizational decision-making. While today’s Office of the CFO continues to uphold traditional financial and regulatory requirements, leaders are also asked to formulate and drive strategy and provide operational expertise. Meeting these lofty expectations with an overworked team amid a dwindling workforce isn’t ideal, but it is a reality. When there aren’t enough hours in the day for the finance team, strategic projects don’t get the attention they need, accuracy suffers, and job satisfaction plummets. The finance industry has proposed several ideas for addressing the accountant talent shortage and overworked teams, including [changes to education requirements](https://www.journalofaccountancy.com/news/2024/sep/cpa-competency-based-licensure-pathway.html), [pay raises](https://news.bloombergtax.com/financial-accounting/ey-pledges-1-billion-to-attract-next-generation-of-accountants), and technology. Automation is one surefire way to make improvements, and organizations can start today. ### Unlock efficiencies and reduce stress with automation Automation helps overstretched finance teams speed up processes, increase efficiency, boost productivity, and improve accuracy. It frees them from otherwise manual, tedious, error-prone tasks and allows accounting teams more time for higher-value, strategic work. This can increase job satisfaction and reduce staff turnover. A 2024 study by consulting and staffing firm RGP found [43% of organizations are investing mor](https://rgp.com/insights/pulse-survey-workforce-investment-priorities/)e in end-to-end automated accounting processes and AI tools to help alleviate the accounting shortage. ### Start with AP for high ROI While critical to an organization and the finance team, AP is also an area overrun with traditionally manual processes that are tedious and inefficient. The 2024 IOFL Accounts Payable Automation Trends Report identifies several [process challenges common to AP teams](https://acarp-edu.org/accounts-payable-automation-trends-2024/). The top three are: 1. 51% Too much manual data entry 2. 48% Invoice exceptions 3. 47% Data errors and discrepancies In response to these process delays, the top core issue AP teams face is stress (63%). And according to a 2024 study by PYMNTS Magazine, AP workloads are only expected to grow. Nearly 80% of mid-size firms [anticipate an increase in ](https://www.pymnts.com/accounts-payable/2024/36-of-smbs-say-cost-complexity-prevent-ap-ar-automation/#:~:text=Nearly%2080%25%20of%20mid%2Dsize,receivable%20(AR)%20systems%20in%20the)invoices they must process over the next three years. Technology adoption has proven key to unlocking AP efficiencies, driving timely new insights, and relieving some of the stressful burdens finance teams feel today. ### Improve culture The chance to use innovation at work is a definite perk. Most finance team members view technology as an opportunity to augment their work and advance their careers. Historically, some accountants may have feared that technology would replace staff, but this number declines each year. Instead, it’s thought of as a career enabler and enhancer. In the 2024 AFP FP&A Benchmarking Survey: People Strategies and Development, 78% of respondents said they are [pursuing advancing their knowledge and skills in technology](https://www.afponline.org/about/learn-more/press-releases/Details/survey-78-of-fp-a-professionals-plan-to-improve-technology-and-data-skills-over-the-next-year) and data over the next 12 months. Unfortunately, not enough organizations are supporting the move – only 42% said they are covering some or all of the costs for new employee skill acquisition. As organizations push for more automation in 2025, keep in mind staff training should also rise in priority. Training will fuel innovation and increase job satisfaction across the finance team. As the industry works on sweeping changes to attract more students and retain top talent, organizations can do their part in addressing the talent shortage by automating tedious processes. The upside is a bigger, happier finance team with higher productivity, greater accuracy, and more controls. Let the experts at Charted help you automate your financial processes with a NetSuite-native financial automation platform. Get started [here.](https://charted.com/get-started/) ### Want to stay ahead of the curve? Download our eBook to uncover more financial automation trends to watch in 2025 and how they can make life easier for your team. [![eBook download button for top 4 financial automation trends to watch in 2025 webinar](https://charted.com/wp-content/uploads/2025/02/Top_Trends_eBook_CTA_Banner-32x9.webp "Top_Trends_eBook_CTA_Banner - Charted")](https://lp.charted.com/top-4-financial-automation-trends-to-watch-in-2025) **Topics:** AP Automation --- ### [Five signs it’s time to move beyond QuickBooks from Charted NetSuite services pros](https://charted.com/blog/five-signs-its-time-to-move-beyond-quickbooks-from-charted-netsuite-services-pros/) **Published:** June 5, 2025 **Author:** Alicia Sgromo **Content:** Economic uncertainty is worrying financial leaders across industries, and getting the most accurate picture of your finances has never been more important. When it comes to planning for the near future, including tariffs, budget pressure and market fluctuations, are you prepared to weather the current economic storm? Most small to mid-size businesses rely on QuickBooks or other limited functionality solutions like Xero, FreshBooks or Sage Business Cloud Accounting to meet their basic business system needs. Indeed, these are cost-effective approaches to invoicing, payroll and bank reconciliations. But if your organization requires more advanced financial management to navigate these difficult times, this might be the year to move on from bare-bones accounting software. If your growth equation includes streamlining business functions for better decision-making and stronger financial management, it may be time to consider an enterprise resource planning (ERP) solution. Are any of these challenges hampering your financial future? - Data silos and poor data visibility - Risk of errors and inaccuracies - High operational costs and inefficiencies - Lack of financial forecasting - Compliance risks In this blog, we discuss the most commonly used accounting solution, QuickBooks, and when the time is right for an upgrade. ### Why QuickBooks? QuickBooks is a go-to solution for small organizations who recognize the risks and inefficiencies of running a business on siloed spreadsheets. The straightforward accounting software platform records and tracks general ledger data and streamlines basic processes. QuickBooks enables small finance teams to efficiently manage simple processes like accounts payable and receivable, basic financial reporting and straightforward general ledger entries. But from there, things get tricky. Accurate general ledger data is essential for organizations at every level. But QuickBooks wasn’t purpose-built for the more advanced financial management practices that growing organizations need. More sophisticated financial reporting, cash flow management, inventory management, revenue recognition processes and the like are often beyond QuickBooks’ capabilities and must be handled outside the system. In addition, QuickBooks does not allow for audit-proof controls and separation of duties, something most growing companies require. These limitations lead to increased expenses, time-consuming manual labor, poor visibility into financial data and a lack of audit-readiness. Moving to an ERP solution like [NetSuite](https://www.netsuite.com/portal/home.shtml) will help address these shortcomings by integrating and streamlining core business functions. But it’s a big step. How do you know when your organization is ready? ### Five signs it’s time to move beyond QuickBooks 1. **Economic uncertainty requires advanced financial tools.** Changing global markets, tariff uncertainty and investor hesitancy are all changing the economic outlook at a daily, or even hourly, rate. Relying on QuickBooks, which requires manual data entry and has limited financial reporting capabilities, is not going to enable your organization to weather the impacts of global market uncertainty. NetSuite helps automate key accounting activities, reducing errors and saving time, and allows for the sort of sophisticated financial reporting needed in uncertain times. 2. **Increasing operational complexity.** Organizations eventually reach a point where systems and processes require more management than QuickBooks can provide. For example, an ERP system like NetSuite offers growing manufacturing and field service management companies inventory management, sophisticated equipment costing, demand planning, order management, field scheduling and more to address rising operational complexity. 3. **A need for stronger controls and financial management.** Reducing errors and mitigating risk is important for every business, but growing organizations require advanced processes for greater control. The more moving parts there are, the more financial data is impacted—often processed slower and less accurately. QuickBooks lacks the functionality to streamline workflows and automate processes, which is a requirement for strong financial management. A modern ERP system such as NetSuite allows for robust approval processes, strict segregation of duties and automation of routine, error-prone processes with the kind of ITGC and SOX reporting available that is required by both internal and external auditors. 4. **Organizational complexity and consolidated reporting.** Companies with multiple subsidiaries need consolidated financial reporting—particularly if these subsidiaries exist outside of the country you are headquartered in—and QuickBooks cannot account for situations like these. Instead, reports are manually compiled in spreadsheets, creating monthly nightmares for the finance team. NetSuite allows for automated, simple and accurate intercompany management and consolidated financial reporting, even if your company operates across multiple countries and in multiple currencies. 5. **Readying for IPO.** No matter how far into the future an IPO might be, you’ll need strong financial management if going public is the plan. Detailed financials, often tailored to industry-specific standards, are required to raise money and pass a pre-IPO audit. In addition to the controls outlined above, NetSuite makes GAAP-compliant and customized financial reporting quick and easy, with a clear audit trail to back up the numbers at both a subsidiary-specific and consolidated level. For a real-life example of how Charted consultants helped biotech firm Abcuro replace their legacy QuickBooks with NetSuite, check out this [case study](https://charted.com/abcuro-automate-ap-automation-suite/). ### The NetSuite advantage When you’re ready to move to a robust ERP system, NetSuite may be your best choice. A leading integrated cloud business software suite, NetSuite delivers comprehensive and centralized management of your business processes to power strategic decision-making. It includes business accounting, customer relationship management (CRM) and e-commerce features. It is also well-suited for manufacturing and distribution companies, offering robust inventory control, manufacturing process oversight and cost accounting features. Companies choose NetSuite for increased visibility of real-time data insights, enhanced controls for federal, state and local regulations and automated processes for improved productivity. ### A quick guide to implementing NetSuite NetSuite is a big, ongoing investment. But with a high price tag comes vast functionality and the potential to gain tremendous business value. Too often, organizations underestimate NetSuite’s complexity and struggle to harness the software’s full potential. ROI isn’t realized; frustrations mount. If your organization is looking to make more strategic financial decisions with the advanced capabilities offered by a robust ERP like NetSuite, [contact us here](https://charted.com/get-started/) to learn more about how Charted can make your NetSuite implementation as easy as possible. **Topics:** NetSuite Consulting, NetSuite Implementation --- ### [The Case for an integrationless AP Automation Platform: Breaking down the Total Cost of Ownership](https://charted.com/blog/the-case-for-an-integrationless-ap-automation-platform-breaking-down-the-total-cost-of-ownership/) **Published:** April 7, 2025 **Author:** Alicia Sgromo **Content:** ### The hidden costs of “Connectors” by job function Many accounts payable (AP) automation vendors promise seamless NetSuite connectivity, but what they don’t mention is the hidden costs and headaches lurking beneath the surface. While it might seem like flipping a switch to “connect” your AP tool to NetSuite, the reality is far more complex—and costly. At Charted, we’ve built an [embedded AP automation](https://charted.com/blog/the-case-for-an-integrationless-ap-automation-platform-why-staying-in-netsuite-delivers-an-unmatched-user-experience/) solution in NetSuite to eliminate the need for integrations; no middleware, no syncing issues and zero ongoing maintenance costs. In this post, we’ll break down why the integration-less approach is not just better for efficiency, it’s better for your bottom line. To drive the point home, we’ll look at how different roles in your finance and IT teams experience these cost benefits. ### The CFO: Total Cost of Ownership (TCO) matters For a CFO, the math has to add up. At first glance, an AP solution with an integration might seem affordable, but factor in “activating the connector”, ongoing maintenance and troubleshooting, and the costs balloon quickly. With an integration-less solution embedded in NetSuite, you benefit from: - No additional middleware or third-party integration fees. - No hidden costs related to ongoing API changes, which often require costly development work. - Predictable pricing with no surprises. Many competitors like Ramp and Bill.com require customers to upgrade to their higher tier pricing just to access a NetSuite connector. This hidden cost is often discovered late in the buying process, creating frustration and adding unexpected expenses. ### The corporate Controller: No more reconciliation nightmares Controllers live and breathe financial accuracy. One of the biggest pain points with integration-based AP automation is data mismatches between NetSuite and the third-party system. Common (and expensive) reconciliation issues include: - Payment records not syncing properly, requiring manual adjustments. - Timing mismatches between invoices being recorded and payments being issued. - Currency conversion discrepancies leading to reporting errors. A real-world example? We’ve seen companies using integration-based solutions spend entire days reconciling payment details between NetSuite and their AP platform, often resulting in added delays to the monthly close. With an integration-less solution, all AP transactions happen within NetSuite in real time. No syncing means no inconsistencies, and no inconsistencies mean no expensive, time-consuming reconciliation work. ### The Auditors: Compliance without the extra fees Auditors love clean, consistent financial records. Integrations, however, introduce risk by creating gaps in data integrity. When auditors find inconsistencies between NetSuite and an external AP system, companies often have to pay for additional audit hours—or worse, deal with compliance violations. With an embedded solution, auditors gain the following: - Every invoice, approval and payment are logged in NetSuite, creating a single source of truth. - No need to pull records from multiple systems during audits. - Reduced risk of compliance penalties due to missing or incorrect data. For companies in highly regulated industries, these savings alone can justify switching to an integration-less platform. We hear repeatedly from these industries, biotech being an example, that having these disparate systems often leads to much higher audit and compliance fees. ### The CIO: Fewer IT headaches (and lower IT costs) CIOs and IT leaders know integrations aren’t truly “set and forget.” They require ongoing maintenance, troubleshooting and development resources to keep up with changing APIs, software updates and NetSuite enhancements. Some hidden IT costs of integrations include: - The amount of time architects or analysts require to review and get comfortable with the connector as these solutions are implemented. - Troubleshooting unexpected sync failures that disrupt business operations (which happen all the time). - Security risks that require additional compliance checks. For example, we recently spoke with a CIO at a midmarket distribution firm who estimated spending several thousands of dollars per month just to maintain an integration between their AP automation tool and NetSuite. By keeping AP automation inside NetSuite, CIOs avoid these ongoing costs. IT teams no longer need to spend valuable time babysitting integrations, freeing them up for more strategic initiatives. ### The AP clerk: Eliminating wasted time (which costs money) While AP clerks aren’t decision-makers, their efficiency directly impacts costs. Time spent navigating between systems, troubleshooting sync failures and manually reconciling discrepancies is time that could be better spent elsewhere. An embedded solution means: - No duplicate data entry. - No flipping between multiple applications. - No chasing down missing transactions. For example, one of our customers who switched from a well-known, integration-based AP solution to Charted, reduced their AP processing time by 40%, freeing up valuable hours for higher-priority tasks. Even a small efficiency gain per invoice adds up over hundreds or thousands of invoices processed per month, leading to significant cost savings. ### Integrationless: The smart financial choice At first glance, an AP automation solution with a NetSuite connector may seem like a cost-effective option. But when you factor in the hidden costs of integrations, from maintenance fees to reconciliation headaches to IT labor, the true cost quickly becomes clear. An integration-less, embedded solution isn’t just about improving efficiency; it’s about making a smarter financial decision. So, before you choose an AP automation platform, ask yourself: Are you looking for a solution that just “connects” to NetSuite, or do you want one that works *within* it, seamlessly and cost-effectively? Bernardo Enciso is the founder and CEO of Charted. For more of Bernardo’s insights, you can follow him on LinkedIn [here](https://www.linkedin.com/in/bernardoenciso/). For a deeper look at why an integrationless AP automation platform is the smarter choice for NetSuite users, download our whitepaper below. [![](https://charted.com/wp-content/uploads/2025/07/Business_Case_Whitepaper_CTA_Banner-32x9.webp "Business_Case_Whitepaper_CTA_Banner - Charted")](https://lp.charted.com/whitepaper-download-the-case-for-an-integration-less-ap-automation-platform?_gl=1*1xpo76b*_gcl_au*MjQyMTAxODU5LjE3Njg4NDQ0MjIuMTk3OTc4NS4xNzcxMjY0MzM1LjE3NzEyNjQzMzU.*_ga*NTQ0NzI0MjEwLjE3NjEwNjczMDk.*_ga_VK75RK0ZKJ*czE3NzYzNjA5NDAkbzMxNiRnMSR0MTc3NjM2MjQ5NyRqNTYkbDAkaDA.) **Topics:** AP Automation --- ### [Boosting business efficiency: Unlock AP automation with Charted and NetSuite](https://charted.com/blog/boosting-business-efficiency-unlock-ap-automation-with-charted-and-netsuite/) **Published:** February 5, 2025 **Author:** bb-admin **Content:** Growing organizations are doing everything they can to streamline operations and simplify their processes. One of the biggest areas for improvement is accounts payable, historically a labor-heavy role rife with manual data entry, reconciling reports and processing payments via checks. When organizations look into moving to an ERP system like NetSuite, managing financial operations is often top of mind; specialized applications like Charted and 360 Subscription Billing can provide insights into gaining efficiency, accuracy and scalability for organizations looking to grow. ### Make NetSuite work for you As the world’s leading cloud ERP, NetSuite offers a robust foundation for managing complex financial processes. For organizations looking for flexibility, integration and the ability to scale, it is the go-to solution for streamlined operations. The NetSuite marketplace is one differentiator; various apps, with different functions, specifically designed to work with and enhance the NetSuite experience. Even without these apps, NetSuite features like the GL Impact, which lists the impacts of transactions to an organization’s general ledger (GL) accounts, highlight the benefits of using NetSuite, while also bringing to light one of the issues: these functions are only helpful when data being input into NetSuite is accurate and up to date. For companies that are scaling or who have complex requirements for inputting data, features like GL Impact are even more difficult to properly utilize. Synchronization of data is extremely difficult when NetSuite users are relying on third-party apps; discrepancies and lags in syncing data between systems create risks, complicating operations and often causing delays in real-time reporting. Organizations with high growth or recurring revenue models are even more suited to AP automation, to ensure efficient cash flow and clean accounting. By automating the mundane and repetitive tasks of AP, employees can instead focus on more strategic efforts, further improving the efficiency of the financial team. In addition to improved data synchronization, seamless applications living within NetSuite aggressively test for updates, a critical component for NetSuite, due to NetSuite releases occurring every six months, if not faster. Financial teams need their data to be up to date at all times and can’t afford costly downtimes with IT issues. Integration-less apps that live directly within NetSuite like Charted eliminate the need for custom integrations and frequent testing. ### Enhance the user experience Creating efficiencies in AP is impossible without automation; many of the day-to-day AP tasks are still hugely manual efforts. NetSuite and native apps will minimize human error and reduce these manual tasks, thereby significantly lessening the constant chaos of month end. This is especially true for invoice approvals, a notoriously slow AP process often taking 10-15 days and a common cause for delaying month-end close. In order to break down the barriers between finance, technology and strategy with intelligent automation, a single user experience is key. A seamless NetSuite setup, with integrationless applications like Charted and 360 Subscription Billing, who offers similar automations to improve accounts receivable processes is key—no separate user interfaces, logins or training required, with everything living directly within the core NetSuite platform. ### Manage complexity and realize long-term value The complexities of business operations today mean organizations are relying on applications more than ever to simplify the chaos. These issues often lead companies to searching for the perfect solution that can do everything. However, the all-encompassing options are often not the solutions people need for specific AP and AR functions. The value of NetSuite, paired with NetSuite-native applications, significantly improve and expand on the efficiencies available for AP processes, and become more evident over time. Despite the upfront investment, the ability to automate financial workflows and maximize the potential of the NetSuite platform will result in faster and more accurate financial reporting and an improved ability to scale while needing fewer resources. This is why investing in verticalized services that bring a thorough understanding of your organization’s specific needs is crucial for getting the most out of your investments. The total cost of ownership is reduced due to the decreased need for IT to handle broken integrations and custom solutions, reducing overhead costs. For more information on how to get the most out of NetSuite with AP automation, check out our on-demand webinar here: [One System, No Hassle: Master AP and AR Automation in NetSuite](https://lp.charted.com/one-system-no-hassle-master-ap-and-ar-automation-in-netsuite-registration) **Topics:** AP Automation, Invoice Processing --- ### [The hidden costs of manual accruals: How automation delivers ROI ](https://charted.com/blog/the-hidden-costs-of-manual-accruals-how-automation-delivers-roi/) **Published:** May 13, 2025 **Author:** Alicia Sgromo **Content:** It’s the last day of the month, and the board needs the financials by Monday morning. Welcome to the month-end close-the-books scramble. I’m sure you know this well. Expense accruals—GL entries that record expenses in the period they are incurred rather than when they are paid—might not be the most exciting part of financial management. But they are critical for painting an accurate picture of your company’s financial health. Managing accruals is rarely straightforward. Especially when vendors disappear, contracts span multiple periods or invoices remain held in approval workflows, right as the clock ticks down to month-end close. Most companies still cobble together their accrual process with spreadsheets, emails and educated guesses. Not only is this approach inefficient, but it quietly chips away at business performance in unobvious ways. ### High stress (and high stakes) when closing the books The average Accounts Payable (AP) team can spend tens of hours every month, almost three entire workdays, chasing down missing expenses and manually tracking accruals in spreadsheets. One wrong formula or misplaced decimal, and forecasts can veer off track. Meanwhile, strategic initiatives that could move the business forward sit untouched while your team plays spreadsheet detective. Manual processes increase the risk of mistakes. According to a [recent Gartner report](https://www.gartner.com/en/newsroom/press-releases/2024-02-21-gartner-survey-shows-that-a-third-of-accountants-make-several-error-per-weeo-due-to-capacity-constraints), 59% of controllers are making several errors per month, and 18% reported making daily mistakes. The number one reason? Increasing workloads and capacity restraints. Manual work only makes these errors more likely to occur, and the time-intensive processes encourage settling for incomplete financials. Many teams, overwhelmed by the workload, only accrue for top vendors or top expenses. Everything else slips through the cracks. The result? A significant portion of material expenses potentially hit the wrong period, distorting your financial picture and leading to less reliable reporting. This breakdown weakens strategic decisions. For public companies (or those with IPO or acquisition aspirations), the stakes are even higher. Auditors expect documented rationale behind every accrual estimate, and clumsy processes can raise red flags, compounding into bigger regulatory headaches. ### What does a better accrual process actually look like? Breaking free from manual cycles requires a new approach. If your controller leaves tomorrow, your process should not collapse. It needs to be systematic, repeatable and tied directly to the underlying data. Every accrual estimate should trace back to clear source data: historical spending patterns, open purchase orders and pending approvals. AP teams should know who approved each estimate and how accurate the reporting was after the real invoices are processed. Most importantly, accruals should be data-driven, not gut-driven. A strong accrual system shouldn’t depend on an A-player’s intuitive sensibilities. As transaction volumes grow, there is simply too much information involved in accruals for manual processing to keep up. External accrual tools certainly exist but they can bring their own challenges. Syncing large datasets, troubleshooting configuration issues and managing yet another system are all issues that can add to an AP team’s workload, instead of making things easier. This is a process which should reside natively in your ERP, ensuring accruals are built on up-to-date data. We’re big fans of NetSuite, which is why we built [Accrual Automation](https://charted.com/ap-automation-suite/expense-accrual-automation-for-netsuite/) within our native SuiteApp. This NetSuite-embedded architecture provides secure, direct, instant access to all relevant data. No syncing required. No broken connections. No reconciling disparate systems. We built our platform to intelligently address real-world challenges: - Your marketing agency invoices weeks late? Accrual Automation analyzes their historical billing patterns and recommends an accurate accrual. - That clinical trial contract spanning 18 months? Accrual Automation parses purchase orders and allocates costs across periods automatically. - Large expense held up in approval workflow? Accrual Automation surfaces this without any extra manual effort. Since everything remains inside NetSuite, the full audit trail is preserved, satisfying even the strictest auditors. ### The real ROI: Beyond just saving time Accrual Automation saves time, but having a trusted accrual tool provides additional benefits: - **Strategic Focus:** Free your finance team to analyze results instead of scrambling to compile them. - **Better Decisions:** Accurate financials lead to smarter business decisions. - **Seamless Scaling:** As transaction volumes grow, your process keeps pace without needing extra headcount or longer workdays. - **Audit Confidence:** Strong documentation reduces audit risks and inspires trust. There are a lot of questions you can ask yourself to see if Accrual Automation is right for you: - How many stressful hours does your team sacrifice to close the books? - When was the last time someone caught a mistake after financials were finalized? - Now, imagine your transaction volume increasing by 50%. Would your current process survive, or would it collapse under the strain? - And most importantly, are you skipping thorough accruals simply because the manual work is too overwhelming? Your risk exposure may be greater than you realize. Keep an eye out for our follow-up blog, exploring how finance teams are using accrual automation not just to speed up compliance, but to become strategic business partners. Financial intelligence drives competitive advantage. At Charted, we help finance teams escape the manual grind and close faster with greater confidence in their numbers. Our NetSuite-native [Accrual Automation](https://charted.com/ap-automation-suite/expense-accrual-automation-for-netsuite/) solution, part of our full Automate AP suite, eliminates the monthly scramble and lays the foundation for smarter financial leadership. If you want a closer look at how this solution works in NetSuite, check out our on-demand webinar below. ![](https://charted.com/wp-content/uploads/2025/05/Accruals_OnDemand_Webinar_CTA_Banner-32x11.webp "Accruals_OnDemand_Webinar_CTA_Banner - Charted") **Topics:** AP Automation, Expense Accruals --- ### [2025 Accounts Payable automation trends – What we predicted, what’s to come](https://charted.com/blog/2025-accounts-payable-automation-trends-what-we-predicted-whats-to-come/) **Published:** June 12, 2025 **Author:** Alicia Sgromo **Content:** It’s halfway through 2025, and if you’re thinking about planning for 2026, it’s a good time to reflect on priorities. Reviewing predictions can be a good starting place—are the priorities as predicted? Did you pass on something you should be investing in? Or were the predictions entirely wrong? At the beginning of 2025, we published our [Top Trends for 2025 eBook](https://lp.charted.com/top-4-financial-automation-trends-to-watch-in-2025?target=blank), focusing on accounts payable automation, AI, the rise of payment fraud and the accounting shortage. Let’s see where these trends stand now. ### 1. Financial transformations: A focus on Accounts Payable Automation While some technological advancements are moving slower than anticipated, investments into automation are not. A [recent Gartner report](https://www.gartner.com/en/newsroom/press-releases/2025-03-19-gartner-finance-survey-reveals-the-top-ten-technologies-for-future-investment-in-finance) stated generative AI, machine learning and cloud ERPs are the top three financial technologies CFOs are expecting to invest the most in for 2025. Even for organizations that have already invested in a cloud ERP like NetSuite, the platforms are considered high value and investments are set to increase. As organizations look to move quickly and adapt to a changing financial order, achieving efficiency and scale has never been more important. Manual processes are also more expensive, costing an average of $9.87 for a single invoice and taking over 10 days to process. This is a huge barrier to scaling for many businesses looking to get ahead. For organizations looking to make greater investments into ERP technology like NetSuite, keep in mind financial automation tools should be focused on the following: - Digitally onboarding vendors, ensuring accurate banking information - Scanning invoices using AI-enabled capabilities - 3-way match invoices, POs and receipts in real-time - Process secure ACH or check payments to cover all your payment needs [![](https://charted.com/wp-content/uploads/2025/07/Business_Case_Whitepaper_CTA_Banner-32x9.webp "Business_Case_Whitepaper_CTA_Banner - Charted")](https://lp.charted.com/whitepaper-download-the-case-for-an-integration-less-ap-automation-platform)### 2. AI continues onwards and upwards For the last two years it has felt like AI is all anyone can talk about. On the flipside, it can be hard to track whether AI use is actually widespread, or even being applied effectively. For an industry like finance where new technology is adopted extremely slowly, the AI rush has not been as strong. According to The Institute of Financial Operations and Leadership [2025 Accounts Payable Automation Trends Report](https://www.concur.com/blog/article/2025-accounts-payable-automation-trends-report-key-takeaways?&cookie_preferences=complete), 2023 was the beginning of a noticeable uptick in efficiency gains, but those gains were due to automation, not AI. Only 7% of respondents were currently using AI technologies to improve their AP processes, but 40% were considering implementing AI-based technology to improve their accounts payable function within the next year. The report also stated 64% of respondents were experiencing stress caused by outdated processes as their biggest hurdle. ### 3. Payment fraud continues to grow Fraud has always been an issue for financial professionals, but the depth and breadth of the issue has gone beyond what people could imagine even three years ago. The risks are only getting worse. According to the PYMNTS 2025 report [Rising Risk: Confronting Modern AP Fraud Threats](https://www.pymnts.com/tracker_posts/rising-risk-confronting-modern-ap-fraud-threats/) business email compromise attacks were increasing, with 63% of companies reporting being attacked, an increase of 103% from 2024. As sophisticated AI technology enables greater success for cybercriminals with new methods like deepfakes, the risks for AP teams—always the top target for fraud and cyber attacks due to their proximity to an organization’s cash flow—are expected to grow astronomically. Already, these numbers are growing significantly YoY. ### 4. The accounting shortage reversal: The effects of AI, or a recession indicator? Financial operations everywhere have noticed a downturn in the amount of accountants; universities have noted a decline over the years in the number of students who are enrolling in accounting. Suggested reasons behind it include the rigorous CPA qualifications, lower salaries compared to tech, data analysis and other business-oriented majors and a general lack of appeal compared to other areas of study. However, incoming new university students are now choosing accounting at much higher rates than in the past five years. Why? The [latest report](https://www.aicpa-cima.com/news/article/accounting-enrollment-increased-12-for-spring-semester) from the National Student Clearinghouse Research Center in June 2025 showed a 12% increase in spring 2025 undergraduate accounting enrollment – the third consecutive semester of growth. It can be hard to extrapolate why accounting is suddenly an attractive university major after years of lagging enrollment, but fears for the economy and the lack of entry-level job opportunities in tech could be strong factors. Accounting is historically a solid career choice during times of uncertainty, and the rise in enrollment could be seen as a recession indicator. Or it could be the loss of certainty around tech jobs. Fortune 500 companies have been culling their internships in recent years, and students previously looking at other industries like tech could be opting for a perceived “safe” option. New grads will be more aware of the impacts and efficiencies of using automation and AI in the workplace. Ensuring your new employees are set up for success will make retention of younger employees easier for organizations looking to grow. For organizations looking to invest in NetSuite or improve their accounts payable NetSuite setup with automation, investing in your employees and NetSuite consulting services can be the gamechanger your organization is looking for. For more information on AP Automation designed for NetSuite, click [here](https://charted.com/ap-automation-suite/). **Topics:** AI, AP Automation --- ### [Unlock financial security: Streamline financial operations and minimize risks with NetSuite](https://charted.com/blog/unlock-financial-security-streamline-financial-operations-and-minimize-risks-with-netsuite/) **Published:** March 17, 2025 **Author:** Anna Wright **Content:** The financial backbones supporting every organization are becoming increasingly complex. With that complexity comes other concerns – scaling becomes more difficult, increases in payments and expenses grow in volume and the risks of fraud increase exponentially. Many organizations turn to enterprise resource planning (ERP) systems like NetSuite to take control of these financial systems and support a growing organization’s needs. Despite the exponential growth in both fraud attacks and the size of the economic impact, fraud is not often a consideration for moving to an ERP. Here are some considerations for how NetSuite can help you battle the threat of fraud and keep your organization safe. ### One data set, fully integrated One of the greatest benefits of an ERP system is the fully consolidated data. Using NetSuite to monitor every single financial transaction occurring within your organization creates the perfect opportunity to streamline every aspect of your financial processes. Siloed data, separated between multiple systems, prevents organizations from accurately seeing what full financial health looks like. Separate systems also significantly increase the amount of time employees must spend working between different applications, significantly increasing the chances for mistakes and obscuring the visibility of fraudulent transaction attempts. With everything living in one place, finances are better tracked, discrepancies are easier to find and fraud attempts can be circumvented. In a time when cybersecurity is more business critical than ever, having financial operations integrated and streamlined will keep your organization safe. ### Growing organizations and growing risks As your organization grows, so does your network of vendors, along with the related increase in transactions and a greater workload for accounts payable professionals. This expansion also provides greater opportunities for potential fraudsters to exploit vulnerabilities. As your financial ecosystem becomes more intricate, understanding where risks are likely to come from and how to prevent attacks from occurring in the first place will become key to ensuring the financial safety of your organization. ### Creating a safety net within NetSuite There are a number of NetSuite features designed to streamline and minimize risk, but one area is often overlooked—the vendor onboarding process. A serious vendor onboarding should focus on the following: - Ensure proper vendor identity verification - Matches payments to the correct remittance accounts - Minimizes the chance of fraud, if not removes the risk entirely This first step in preventing fraud is the most critical; it prevents fraudsters from establishing themselves within your organization at one of the easiest junctures. If your organization does not have an established vendor onboarding process that is designed to prevent fraud, it becomes significantly more difficult to detect. NetSuite does not offer any solutions for vendor onboarding, leaving the average NetSuite user relying on emails the old-fashioned way to onboard and update vendors. By automating vendor onboarding and payment processes with tools like [Advanced Vendor Onboarding](https://charted.com/ap-automation-suite/advanced-vendor-onboarding-for-netsuite/) and [Payment Automation](https://charted.com/ap-automation-suite/payment-automation-for-netsuite/), payments are handled in a timely manner and are always matched to the correct vendor and associated bank account. Without these safeguards in place, organizations don’t benefit from the full suite of protections that having an ERP can provide. ### Getting the most out of your ERP By fully leveraging your ERP system and incorporating automation, you can ensure your business scales with efficiency and security. When used to its fullest potential, NetSuite can become a powerful tool in your fight against fraud and can help you maintain a strong, transparent financial system. For more insights on fraud, how you can get ahead of the dangers every organization faces and actionable insights, read the Charted eBook on fraud here: [![](https://charted.com/wp-content/uploads/2025/04/Fraud_Proof_eBook_CTA_Banner-32x11.webp "Fraud_Proof_eBook_CTA_Banner - Charted")](https://lp.charted.com/ebook-download-fraud-proof-your-accounts-payable-process-a-modern-guide-to-staying-ahead-of-risk) **Topics:** AP Automation, Payment Processing --- ### [How does AI invoice processing work, and why does it keep failing finance teams?](https://charted.com/blog/how-does-ai-invoice-processing-work-and-why-does-it-keep-failing-finance-teams/) **Published:** April 14, 2026 **Author:** Alicia Sgromo **Content:** AI invoice processing promises to eliminate manual data entry and exception handling. For teams using NetSuite and looking to get more out of their AP processes, the fundamental question remains: how does AI invoice processing work?Here’s a breakdown of how the technology works, where most solutions fall short, and what to look for if you run your AP in NetSuite. ### What is AI invoice processing? AI invoice processing is the use of artificial intelligence—including optical character recognition (OCR), machine learning, and natural language processing—to automatically capture, extract, validate, code, and route vendor invoices without manual data entry. Unlike rule-based automation relying solely on OCR, AI-powered systems learn from past transactions and improve their accuracy over time as they adapt to a company’s specific GL coding patterns, vendor formats, and approval workflows. For [finance teams](https://charted.com/blog/from-burnout-to-breakthrough-how-ap-automation-helps-finance-teams-focus-on-what-matters/), the practical promise is clear: invoices arrive from dozens of vendors in different formats, languages, and layouts. AI invoice processing reads those documents, maps them to the right accounts, checks them against purchase orders, and routes them for approval—all without a human touching a keyboard. The reality, as we’ll cover below, is more complicated. ### How does AI invoice processing work? Most AI invoice processing systems follow a six-stage workflow, though the quality and intelligence of each stage varies significantly across vendors. 1. **Invoice capture**: Invoices arrive via email, supplier portal, EDI, or direct upload. The system ingests PDFs, scanned images, and structured data files, normalizing them into a consistent format for processing. 2. **OCR and data extraction**: Optical character recognition reads the document and extracts key fields: vendor name, invoice number, date, line items, amounts, and tax. This is the stage where most vendors cite their “99% accuracy” figure, but this number only measures field recognition and data input, not downstream accuracy. 3. **Machine learning classification**: The AI applies learned patterns to map extracted data to the correct general ledger accounts, cost centers, and departments. In adaptive systems, this step improves with every invoice processed, learning your specific coding logic rather than applying generic defaults. 4. **Validation and three-way matching**: The system checks the invoice against open purchase orders and receiving records. Mismatches in quantity, price, or vendor details are flagged as exceptions. Automated three-way matching is one of the highest-value steps for reducing manual workload. 5. **Approval routing**: Based on pre-configured rules (amount thresholds, department, GL account), the invoice is routed to the appropriate approver. More sophisticated systems route based on multiple conditions simultaneously and escalate automatically when approvals stall. 6. **Posting to the ERP**: Once approved, the vendor bill is posted to the accounting system. In external platforms, this requires a sync step. In native ERP solutions, the bill is created and posted directly inside your system of record — eliminating the integration overhead. ### AI vs. Rule-based extraction: What’s the real difference? Not every “AI” invoice solution uses actual machine learning. Many vendors use the term to describe rule-based extraction systems: deterministic models that apply fixed logic to pull data from invoices based on predefined templates or field positions. The distinction matters enormously in practice: **Dimension****Rule-based extraction****AI****New vendor formats**Fails or requires manual template setupGeneralizes from similar invoices seen before**GL coding accuracy**Applies fixed category defaults; misses business-specific logicLearns your exact coding patterns over time**Edge cases**Routes to exceptions; requires IT rule updatesHandles via natural language instructions (e.g. [AI Directions](https://charted.com/blog/beyond-ocr-how-ai-directions-are-transforming-invoice-processing-in-netsuite/))**Performance over time**Static; degrades as vendor base and business changeImproves continuously as more invoices are processed**Business changes**New GL accounts, departments, or vendors require manual reconfigurationAdapts as new patterns emerge without rule rewrites The practical test: ask any vendor what happens to your exception rate at month six compared to month one. A rule-based system holds steady or degrades. An AI system with genuine understanding of AP processes built in shows measurable improvement as it learns your environment. ### Manual vs. automated invoice processing Manual Invoice ProcessingManual Invoice ProcessingAutomated Invoice ProcessingAutomated Invoice Processing$12 – $18 Cost to process one invoice manually$2 – $4 Cost to process one invoice using [Invoice Automation](https://charted.com/ap-automation-suite/invoice-processing-automation/) and AI invoice processing14 – 20 Days for an average manual processing cycle1 – 3 Days for an average automated invoice processing cycle Source: [Fintech.com](https://fintech.com/blog/the-true-cost-of-manual-ordering-and-invoicing), [GEP.com](https://www.gep.com/blog/technology/invoice-cycle-time-what-is-it-importance-how-to-improve#:~:text=Average%20Invoice%20Cycle%20Time&text=Automation%20brings%20down%20the%20cycle,take%20more%20than%20seven%20days.)The cost and time savings are well-documented. But the less-discussed cost of manual processing is organizational: AP staff spending significant portions of their week on data entry, exception chasing, and approval follow-up rather than on work that requires financial judgment. Automated invoice processing recovers that time, assuming the automation is working as advertised. ### Why “99% accuracy” fails in production Accuracy claims in AP automation marketing almost always refer to field-level extraction accuracy measured in controlled conditions. A system can read 99 out of 100 invoice fields correctly and still require human intervention on the majority of invoices it processes; reading the field and applying the right business logic to it are two entirely different problems. The metric that really matters is the touchless processing rate: the percentage of invoices that complete the full workflow (capture, coding, matching, approval, posting) without any human correction. Most vendors don’t publish this number. In production, invoices fail touchless processing for reasons that have nothing to do with [OCR accuracy](https://charted.com/blog/understanding-ocr-accuracy-how-its-measured-and-why-it-matters/): a GL account that changed last quarter, a line item description that doesn’t match your cost center taxonomy, a foreign-language invoice the extraction model wasn’t trained on, a PO that was slightly over-received. Each of these generates an exception. Exceptions go to a queue. Someone works the queue. The question is not whether your AI invoice processing tool can read an invoice. It’s whether it can understand your business well enough to process that invoice without creating work for your team. ### How AI invoice processing works in NetSuite specifically For companies running accounts payable in NetSuite, the architecture of your AI invoice processing solution has implications that general-purpose tools don’t surface in demos. **The integration problem** Most AP automation platforms are external systems that sync with NetSuite via API or SuiteApp connector. Invoices are processed in the external platform, then pushed back to NetSuite as vendor bills. That sync layer introduces ongoing overhead: vendor records that drift between systems, custom fields that don’t map cleanly, approvals confirmed in the external tool that create mismatches in NetSuite’s approval workflow engine. Finance teams end up managing the integration as a second job alongside their actual AP work. **Native processing on the vendor bill record** An alternative architecture processes invoices directly on the native NetSuite Vendor Bill record, inside the same environment where your chart of accounts, approval workflows, subsidiary structure, and custom segments already live. There is no sync to manage because there is no second system. The bill is created, coded, matched to a PO, routed, and posted to your general ledger entirely within NetSuite. For multi-subsidiary NetSuite environments, this distinction is even more significant: GL coding logic, approval hierarchies, and cost center structures vary by subsidiary, and systems that live outside NetSuite rarely handle that complexity cleanly. ### What to look for when evaluating AI invoice processing software Based on what we’ve covered about how AI invoice processing works, here are the questions that matter most in an evaluation: **Is the AI adaptive or rule-based?** Ask specifically whether GL coding suggestions improve over time and whether the system has a mechanism for learning your specific coding patterns, not just generic category mappings. If the vendor describes their AI primarily in terms of OCR accuracy, that’s a signal the intelligence stops at data extraction. **What is the production touchless processing rate?** Request references from customers with similar invoice volume, vendor diversity, and ERP environment. Confirm that touchless invoice processing is achievable. Ask what their touchless rate was at 30 days, 90 days, and 12 months. A genuine learning system should show clear improvement over time. **How are edge cases handled?** Edge cases will always exist for AP professionals: foreign-language invoices, split cost center allocations, custom field logic, invoices that reference internal project codes. Ask whether these require IT tickets and rule updates, or whether the tool allows non-technical AP staff to define handling logic in plain language. **Does it live inside your ERP or outside it?** For NetSuite users specifically: ask whether the vendor bill record is created and managed natively in NetSuite or whether it originates in an external system and syncs over. The integration overhead of external platforms is a cost that rarely shows up in ROI calculations but is consistently mentioned by AP teams who have lived with it. For further reading, check out [What does effective AI in finance look like? Going beyond the hype and promises](https://charted.com/blog/what-does-effective-ai-in-finance-look-like-going-beyond-the-hype-and-promises/). If you want to see what truly intelligence AI use can do for your AP processes, join our upcoming webinar, *Proof over promise: What real AI invoice processing looks like in NetSuite*. Adaptive AI, natural language instructions, and native processing are all on the agenda. [![banner linking to webinar - proof over promise: what real AI invoice processing looks like in NetSuite](https://charted.com/wp-content/uploads/2026/04/Charted-Social-Webinar-InvoiceAI-MasterClassSeries840x280-BlogBanner-26-03-32x11.webp "Charted-Social-Webinar-InvoiceAI-MasterClassSeries840x280-BlogBanner-26-03 - Charted")](https://lp.charted.com/invoice-automation?_gl=1*trp5sz*_gcl_au*ODMwODY1ODQ1LjE3NzQ4Nzk0ODU.*_ga*NjMzMTgzNDc2LjE3NTg2NTg4Njc.*_ga_VK75RK0ZKJ*czE3NzYxOTUyMDMkbzIyMCRnMSR0MTc3NjE5NjM3MSRqNTgkbDAkaDA.) **Tags:** Invoice Management **Topics:** AI, Invoice AI, Invoice Automation, Invoice Processing --- ### [A beginner’s guide to NetSuite optimization: Pain points, use cases and a roadmap](https://charted.com/blog/a-beginners-guide-to-netsuite-optimization-pain-points-use-cases-and-a-roadmap/) **Published:** August 5, 2025 **Author:** Alicia Sgromo **Content:** Organizations rely on [NetSuite](https://www.netsuite.com/portal/home.shtml) to streamline business processes, improve operational efficiency, and serve as their source of financial truth, providing a 360-degree view of organizational health. As you look toward your organization’s 2026 goals, it’s important to ask, is your ERP delivering on its promises? Or is a poor setup, slow user adoption, and inaccurate or incomplete data preventing you from using your system to its fullest potential? Let’s take a closer look at each of these three pain points as we think about how best to realize NetSuite’s potential: ### Top three NetSuite pain points 1. **Poor setup** Setting up NetSuite is complex, time consuming, and labor intensive. Companies often make the mistake of investing a lot of money in a new system, but then shortchanging the implementation process. This can result in poorly designed or overly complex processes that do not meet business requirements, exacerbate existing inefficiencies, and result in a system that is complex and difficult to maintain. 2. **Slow user adoption** Strong change management is key to a successful NetSuite implementation, but it is also one of the things most frequently neglected. Too often, a small group makes decisions as to system setup without consulting the affected end-users. Worse, companies frequently fail to explain to employees the reasons behind adopting a new system, leaving them feeling frustrated, resistant to change, and left out of the decision-making process. Successful change management and strong user adoption requires end-users to feel engaged, understand the benefits of moving to a new system, are consulted on process design, and are adequately trained prior to go-live. 3. **Inaccurate and incomplete data** While data migration can be one of the most tedious parts of a NetSuite implementation, ensuring imported data is clean, complete, accurate, and accessible is critical to making the most of your new system. Going live without good data is a recipe for frustration, can lead to poor decision making, and will impede end-user trust in the system. Often, companies suffer from a combination of all three of the above pain points and are left questioning whether their investment in NetSuite was worth the time, energy, and money spent on the project. This is where Charted can help. We can address all three of these pain points, and a range of other common issues, via optimization projects designed to help you get the most out of your ERP system. Here are some examples of how Charted can help you overcome these and other common pain points: ### Optimization use cases - **System simplification** Our consultants will review your current system setup, match it to your requirements, and suggest ways to simplify processes, improve configuration, and make ongoing system maintenance simpler. We often start by performing a health check, either of your entire system or of a single workstream, from which we produce an overview of issues and a list of suggested improvements. Such improvements range from process simplification, to automation of tedious tasks, to better end-user training and, at times, additional customization of NetSuite. - **Change management and end-user training** Frequently, companies pour a lot of effort, time, and money into a NetSuite implementation, only to have end-users resist adoption of the new system. This can happen due to lack of end-user involvement in the implementation process, a system design that does not adequately support day-to-day operations, or poor training of those employees expected to use NetSuite. Charted can help with all of these issues by vetting system design with end-users, recommending changes to better align processes with configuration, assisting with end-user training, and demonstrating ROI via streamlined operations, accurate, insightful reporting, and automation of routine tasks. - **Data remediation** Our consultants often help cleanup inaccurate or incomplete data that has migrated as part of a NetSuite implementation. Doing so involves reviewing and vetting the original requirements, analyzing the migrated data, identifying errors, inaccuracies, and gaps, and then assembling a plan for remediation. Such projects can be time-consuming, but the results are improved reporting accuracy, greater end-user confidence in the system, simplified aggregation of disparate data points, and better insight into corporate health. - **Implementation of controls** Even when companies complete a successful NetSuite implementation, they often realize, after the fact, their system lacks the necessary controls and separation of duties to pass an audit. Charted can help by reviewing roles and permissions, implementing approval workflows, and building audit-specific reporting to make sure you are prepared for your next SOX or ITGC audit. - **Creation of comprehensive reporting** NetSuite comes with strong out-of-the-box reporting, which is often enough to get companies started. Frequently, however, after go-live, leadership, management, and end-users want reporting better tailored to the business’s needs, their own needs, and for the company’s day-to-day operations. Whether you are looking for standardized SEC financials, reports to help better track and manage inventory, or reports to help analyze your business’s cash flow, Charted can help. Optimization use cases can also be industry-specific, addressing unique regulatory, compliance, reporting, and operational needs. Regardless of your industry and its unique needs, Charted can help you get the most out of your investment in NetSuite. ### Optimization roadmap Our consultants begin each optimization project by: 1. Ensuring all stakeholders have been identified and are included in the project. 2. Clarifying roles and responsibilities with the team. 3. Confirming the problem statement and objectives of the project. 4. Assembling a project plan with clear deliverables, due dates, and milestones. Once the Charted consultant completes the above, they begin meeting with key stakeholders to determine requirements and use cases, to review existing configuration, and to develop a go-forward plan. Once the consultant has a comprehensive overview of the current state and desired future state of the system, they assemble a list of recommendations for review by the team. Often, some of the recommendations can be completed by the client’s resources, while others may fall to Charted to complete. In addition to configuration and process changes, the Charted consultant may recommend [a tool](https://charted.com/ap-automation-suite/real-time-3-way-match/) to help automate routine processes such as reconciling vendor bills to POs and receipts or booking month-end [expense accruals](https://charted.com/ap-automation-suite/expense-accrual-automation/). Recommendations can also be prioritized into an optimization roadmap and scheduled according to an organization’s availability and budget. Some Charted clients also choose [a managed services](https://charted.com/support/) plan for general, ongoing NetSuite assistance outside the confines of a specific project. From automating routine tasks to simplifying system configuration and improving reporting and end-user adoption, Charted will help you meet your business goals effectively and efficiently by optimizing your NetSuite instance. To get started on an optimization project with Charted, [contact us here](https://charted.com/get-started/). **Tags:** ERP, Financial Automation, NetSuite Implementation **Topics:** Automate, NetSuite Consulting, NetSuite Implementation --- ### [Getting the most out of your accounts payable and accounts receivable functions with AI](https://charted.com/blog/getting-the-most-out-of-your-accounts-payable-and-accounts-receivable-functions-with-ai/) **Published:** March 13, 2025 **Author:** Alicia Sgromo **Content:** Since 2022, AI has been the dominating story in tech after the public launch of ChatGPT. In the first days of AI beginning in 2022, AI-enablement was the introduction for many to how to utilize this technology for operational purposes. With an AI-enabled present, we are looking to emerging AI use cases like predictive and prescriptive analytics, and eventually, to AI-enabled automation and decision-making. For many organizations looking to modernize their financial operations, there’s a lot to consider. ### The changing roles of finance The finance industry, and accounting specifically, have been slow to adopt new technology. Accounts Payable (AP) and Accounts Receivable (AR) have historically involved significant manual efforts: data entry and manual reports in AP and chasing after invoices in AR. Now, both of these functions can realize significant efficiency gains with the use of automation and AI technology to manage cash flow and maintain relationships. Businesses like Charted and [ezyCollect](https://www.ezycollect.io/) are creating opportunities for organizations to easily access AI tools as part of their established process when managing the books through NetSuite. By integrating AI directly into the solutions companies are already using to manage their AP and AR, they can see the effects on their business without having to invest in significant employee training. ### What does AP and AR automation look like? The current state of AP and AR without automation is occupied by manual data entry, naturally error-prone with only partial automation. **Accounts payable:** - While some companies have managed to remove some of the manual efforts, there are still very time-heavy tasks, prone to errors, manually managing invoices, sending out for approvals, stuffing paper checks into envelopes. - The most significant change is that when building automation into your accounts payable processes, at Charted we don’t just automate everything, but replace bad processes with technology, fundamentally changing the job. - For example, a function like invoice capture to input specific dollar values can be automated with a high degree of confidence and automatically process the amount and then submit for approval. - By automating these rote jobs, the job of an AP professional then becomes one of reviewing anomalies and working strategically to see how AP can be optimized overall, focusing on cash flow versus managing a constant flow of paperwork. **Accounts receivable:** - Traditionally, AR is a follow-up role to manage the relationships between you and your vendors, while walking the tightrope to ensure your company gets paid. - Where [ezyCollect](https://www.ezycollect.io/) sees a huge impact with AI in accounts receivable is predictive use cases: calculating risk levels of different customers based on internal and external data, allowing for the creation of custom automation and workflows. - AI can also be used to establish where the human touch is the most important or effective; high-value customers who benefit from a soft touch, or high-risk customers who require more frequent follow-up. - Predictive analysis to help organizations avoid late payments from occurring, by helping client onboard new debtors or businesses they want to extend credit, using predictions based on hard data rather than references; this ensures better business decisions are made upfront, such as setting up specific payment plans based on risk levels. ### The importance of keeping a human in the loop At the end of the day, B2B AI has to be a completely trustworthy endeavor; eliminating bad processes is impossible unless you are entirely confident in the capabilities of your AI tool. In the three years since ChatGPT came to the public forefront, we have seen huge leaps in the reliability of AI. One of the most important aspects of automation is knowing when and where to keep a human in the loop. Getting paid faster can be a huge upside to automating AR and using AI-enabled workflows for predictions and speed up processes, but it cannot eliminate the human interaction. The human interaction is crucial to keeping a competitive edge, especially as good customer service is increasingly measured by this factor. The human factor is also important with managing expense accruals, a time-sensitive and significant source of manual efforts within AP. AI can help predict what expenses should be on the books based on open purchase orders and historic information, without having to individually reach out to every single vendor for every single open transaction. While keeping the human in the loop, we try to improve the human aspect of the job in a significant way by saving time. ### The evolution of deep learning in finance The creation of large language models (LLMs) to power deep learning models has changed the game for small and medium businesses looking to utilize this technology for themselves. Niche businesses like Charted and [ezyCollect](https://www.ezycollect.io/) now have the ability to tap into these models and power their own independent products and produce more reliable results, which are then more easily accessible by other organizations. Within NetSuite, AI-enabled tools can be deployed directly out of the box with no separate systems needed; the technologies available via deep learning models are available right at your fingertips. AR utilizes deep learning to establish a silent partner within the finance operation, one which can adapt in real-time based on the data it’s constantly ingesting. Eventually, the AR partner will sit in the background of every finance operation. ### Developing trust in your AI While it’s easy to talk about predicting behaviors and automating processes with AI insights, it does require a high level of trust. When AI is coming up with suggestions and automating processes on its own, it’s providing strategic foresight into your organization’s finances and proactively managing financial operations, allowing humans to focus on the interpersonal relationship side—as long as you don’t have to double check everything for errors. A model that can learn dynamically from your [data](https://charted.com/blog/whats-new-with-squareworks-automate-international-payments-launch-advanced-invoice-ai-and-more/), without needing constant human intervention to provide answers, is certainly the ideal. It’s never been easier to deploy AI within a business. This is why it’s so important to ensure the human touch remains integral to your businesses’ financial operations and processes when using AI. Don’t just automate your processes with AI for the sake of it; fix bad processes to optimize your financials and accelerate growth. If you’re interested in a rewatch of our webinar, AI in B2B Finance: Smarter AP & AR for Better Insights and Workflows, [click here to download](https://lp.charted.com/ai-in-b2b-finance-smarter-ap-ar-for-better-insights-and-workflows-registration). **Topics:** AI, AP Automation --- ### [What's new with Charted: International Payments launch, Advanced Invoice AI, and more](https://charted.com/blog/whats-new-with-squareworks-automate-international-payments-launch-advanced-invoice-ai-and-more/) **Published:** July 24, 2025 **Author:** Alicia Sgromo **Content:** At Charted, we’re constantly working to improve our NetSuite-native [AP Automation platform](https://charted.com/ap-automation-suite/). This month brings a major milestone with the launch of International Payments within our Payment Automation product, significant Invoice AI enhancements, and platform improvements to strengthen your accounts payable (AP) operations. ### International Payments: Now live for global AP operations We’re excited to announce International Payments is now live for [Payment Automation](https://charted.com/ap-automation-suite/payment-automation-for-netsuite/), transforming NetSuite into a global payment platform. This enables you to: - **Streamline Vendor Onboarding**: Collect international banking details through secure vendor forms incorporating country-specific compliance requirements. - **Pay international vendors seamlessly**: Send payments to recipients worldwide, directly from NetSuite, without switching systems. - **Optimize payment costs:** The system intelligently chooses the lowest cost option between International ACH (iACH), leveraging local rails or SWIFT wire transfer. - **Stay within NetSuite**: Utilize the same intuitive workflow as domestic payments, with real-time status tracking, and familiar approval processes. [![](https://charted.com/wp-content/uploads/2025/09/international-vendor-payments-onboarding-1024x868.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/international-vendor-payments-onboarding.webp)**Expanding global reach** International Payment is available now for USD transactions from US entities to international recipients worldwide, with foreign exchange (FX) support and Canadian entity capabilities on our immediate roadmap. We’re building toward a complete cross-border payment solution that eliminates the complexity of managing multiple banking relationships and payment platforms. ### Invoice AI: Advanced field extraction capabilities **AI directions now support NetSuite list fields** We’ve achieved a significant advancement in [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning-for-netsuite/) capabilities with support for automatic extraction and population of NetSuite list record fields: - **List record field support**: AI Directions now supports select NetSuite list fields, including departments, classes, locations, accounts, and custom segments. - **Advanced field extraction**: Extract locations and other custom segmentation data using natural language directions. - **Intelligent learning**: The platform’s existing learning system now applies to list field extractions, building lookup tables that improve accuracy over time. Learning is scoped to each subsidiary, ensuring accurate coding in multi-entity environments. - **Transparent control**: Review and manage AI’s learned associations through accessible lookup tables for complete control and auditability. ### Platform enhancements: Analytics and workflow improvements **Enhanced data visibility and control** We’ve made significant investments into platform analytics and the user experience to help you get more value from your AP automation: - **Export capabilities**: New CSV export functionality on the payee management page enables easier reporting and analysis. - **Improved audit trails**: Enhanced logging provides comprehensive tracking for compliance and process optimization. ### Looking forward Our development roadmap includes expanding international payment currency support, continued AI capability enhancements, and deeper automation features designed to eliminate manual touchpoints in your AP workflows. Ready to explore how these latest capabilities from Charted can transform your global financial operations? [Request a demo](https://charted.com/get-started/) with our team of NetSuite and AP automation experts. **Topics:** Approval Workflow, Invoice Processing, Payment Processing, Product Updates --- ### [From SquareWorks to Charted in 2025, and what’s to come in 2026](https://charted.com/blog/from-squareworks-to-charted-in-2025-and-whats-to-come-in-2026/) **Published:** December 10, 2025 **Author:** Anna Wright **Content:** ### 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](https://charted.com/blog/from-squareworks-to-charted-in-2025-and-whats-to-come-in-2026/), we had two products launch this year: In July, we launched [International Payments](https://charted.com/blog/charted-launches-international-payments-simplifying-end-to-end-payments-for-global-accounts-payable-teams/), 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](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) 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](https://charted.com/ap-automation-suite/). 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](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) 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. **Tags:** Accounts Payable, AP Automation, Payment Automation **Topics:** AP Automation, Invoice Automation --- ### [Understanding the power of NetSuite's latest reporting tool: SuiteAnalytics Workbook](https://charted.com/blog/understanding-the-power-of-netsuites-latest-reporting-tool-suiteanalytics-workbook/) **Published:** October 12, 2018 **Author:** bb-admin **Content:** Do you often find yourself wondering if you should run a report or a search in NetSuite? Are you running searches but exporting the data to another source for editing or formatting? Are you new to NetSuite, or are you a user with little understanding of complex record schemas? SuiteAnalytics Workbook beta is a brand-new feature that came out in NetSuite’s 2018.2 release and it combines the best of Reports *and* Searches in one easy to use tool. Some of the main features are highlighted below: - Drag and Drop Editing - Multi-Level Joins, Joins to Custom Records - Pivot Capabilities - Custom Field Formulas - Export to CSV - Formatting Options - Report Sharing - Criteria Filters - Heading Filters and Sorting in Results - Subtotal/Grand Total To get started, enable the use of SuiteAnalytics Workbook by going to Setup > Company > Enable Features, and click the **Analytics** subtab. Scroll down to the SuiteAnalytics Workbook section and check the SuiteAnalytics Workbook box to enable the feature. After saving, you should see an “Analytics” tab to the right of reports in your main navigation menu. If not, you may need to log out and back in again for the menu to update. [![](https://charted.com/wp-content/uploads/2025/09/Img1-1.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Img1-1.webp) Before running any report, it’s good practice to spend a little time planning your report; ask yourself the three main questions: **Who** will be using or viewing this report? **What** type of information do I need or don’t I need? **When** and how often will I run and use this report? Spending a few minutes planning the layout can save you time and ensure that you don’t forget to add any critical information to your report. For our purposes today, we are going to look at some sales reports to highlight the Workbook functionality. **Step 1: Select Record Type** Select the Analytics tab in your main menu. Before building a workbook, you must choose a record type to begin your report. For our purposes, we are using “Transaction” as the base record type. Once you have selected a record type, a new workbook will open pre-populated with standard data related to the record type. There are three main tabs in the workbook; Data, Criteria and Pivot. The **Data** tab displays your source data, the **Criteria** tab displays filtering options, and the **Pivot** tab allows you to view the data in various layouts. The workbook defaults to the Data tab first. **[![](https://charted.com/wp-content/uploads/2025/09/Img2-1.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Img2-1.webp)** Notice the icons displaying on the left side of the report menu: [![](https://charted.com/wp-content/uploads/2025/09/Img2a.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Img2a.webp) In addition, there are display and join icons in the report builder table. [![](https://charted.com/wp-content/uploads/2025/09/Img3-1.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Img3-1.webp)[![](https://charted.com/wp-content/uploads/2025/09/Img4-1.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Img4-1.webp) At any point you may hover over a field to reveal an iicon, which will display field level help when selected. You can also save your work by using the **≡** icon at the top left of the report menu. **Step 2: Building your report** In the data tab, select the data that you want to include in your report. Add data fields to your report by double clicking on the field **or** by dragging the field to the desired location in your table. The \[join icon\] will display available join fields so that you can dig into customer or item specific data. For our purposes, we are joining Transaction data with Transaction Line level data, Customer record data *and* Item record data to build our sales report. [![](https://charted.com/wp-content/uploads/2025/09/Img5-1.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Img5-1.webp) At any point, you can edit your columns by clicking the ⋮ icon to the right of the column header. [![](https://charted.com/wp-content/uploads/2025/09/Img6-1.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Img6-1.webp) **Step 2: Filter your Data** Once you have added the desired data to your report, you can move on to the criteria tab to apply filter conditions. You can filter data by either double clicking on the field **or** by dragging the field to right. At any point, you can use the **Reset Criteria** function clear all filters. This does not remove any data, only the filter criteria. Selecting fields in the criteria tab will bring up an additional window. You can select up to four options for filtering the data, depending on the type of field that is selected. For hierarchical fields, you can set any of the following filters at the child **or** hierarchy level: - Values: Existing values or dates from the source data, or custom values - Ranges/ Date Ranges: Range of values or dates available in the source data - Relative Conditions/ Relative Dates: Conditions relative to the existing values in the source data - Conditions/ Specific Dates: Specific value or date and an expression For our purposes, we are looking for sales transactions, so we filter Type to be any of Cash Sale and Invoice. [![](https://charted.com/wp-content/uploads/2025/09/Img7-1.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Img7-1.webp) When applying multiple filter options to a data field, the default operator is AND, but you can change to OR. To apply filters to a separate data field, select that field from the menu and start a new criteria group to the right. [![](https://charted.com/wp-content/uploads/2025/09/Img8-1.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Img8-1.webp) **Step 3: View Your Data** Once you have added data and criteria, you can begin formatting your report. If you have used a pivot table, this tool will look very familiar. The three basic parts of the table are Rows, Columns and Values. You can play around with the layout until you have the view and format that you’re looking for. Then, you can move on to some additional customization, like totals, highlighting, and freezing rows/columns to look at larger data sets. Note the icons at the top of the report builder menu: [![](https://charted.com/wp-content/uploads/2025/09/Img9.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Img9.webp) To add data to your pivot table, simply drag and drop the desired field to the Row, Column, Value or Filter box to the right. To ensure that you are accessing live data, you must click the P \[refresh icon, top right\] after adding or editing fields or formatting your layout. [![](https://charted.com/wp-content/uploads/2025/09/Img10.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Img10.webp) Change your field format by clicking the ⋮ icon in the layout builder. You may want to reformat number values or rename titles to make the results easier to understand. For instance, instead of “Amount (Transaction Total)” you may want “Sales,” instead of “Entity” you may want “Customer.” Enabling the highlight options allows you to hover over a row or column and highlight the results, making analysis a bit easier on the eyes. [![](https://charted.com/wp-content/uploads/2025/09/Img11.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Img11.webp) You can also view your data in a chart following the same steps you used to build the pivot table. The **Options** tab allows you to rename your chart and the X/Y axis. As with the pivot table, you must refresh for the data to populate your chart. Now you can export the report or chart, share with other stakeholders or save the report so that others can refresh at any time. [![](https://charted.com/wp-content/uploads/2025/09/Img12.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Img12.webp) A quick recap of the steps is listed below, and we hope that this tutorial has provided you with the inspiration to build your own report using SuiteAnalytics Workbook beta. - Spend a few minutes preparing for your report; ask yourself Who, What and When - Select the base record that will serve as the building block for your report - Add data, including multi-level joins and custom field and custom record joins - Filter and format your data using the criteria tab - Build the visual analysis using pivot tables or the chart function - Save and share your report with others Reminder that this is a beta feature and you are encouraged to send comments, suggestions and questions that will help guide NetSuite developers to make further improvements by clicking the **Give Feedback** button. **Topics:** NetSuite Consulting, NetSuite Managed Services --- ### [What’s new with Charted: Enhanced invoice workflows, international payment controls and more](https://charted.com/blog/whats-new-with-charted-enhanced-invoice-workflows-international-payment-controls-and-more/) **Published:** September 18, 2025 **Author:** Alicia Sgromo **Content:** At Charted, we’re constantly working to improve our [NetSuite-native AP automation platform](https://charted.com/ap-automation-suite/). Our September updates focus on invoice processing efficiency, expanded international payment capabilities, and enhanced workflow controls. ### Invoice Automation: Streamlined processing and touchless capabilities ##### Save & Next for faster invoice processing Processing high volumes of invoices just got significantly faster. Our new Save & Next functionality eliminates the manual navigation between bills: - **Streamlined workflow**: Save the current bill and automatically load the next one from your filtered inbox view. - **Automatic submission**: Bills are saved and submitted for approval in one action, maintaining your approval workflows. - **Reduced context switching**: No need to open multiple tabs or manually navigate back to the inbox between each bill. This enhancement is perfect for AP teams to stay in the flow when processing invoices, dramatically reducing the time spent on navigation and repetitive actions. While Save & Next accelerates your existing workflow, our latest touchless capabilities take efficiency a step further by eliminating manual clicks *entirely* for routine transactions. ##### Early access: Touchless Invoice Processing Now available to Early Adopter Program participants, [Touchless Invoice Processing](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) eliminates manual steps for routine transactions: - **Auto-create PO bills**: Global setting automatically generates bills when invoice quantities match what’s available for billing on purchase orders. - **Vendor-level auto-create**: Opt-in specific vendors for automatic bill creation—ideal for utilities, subscriptions, and trusted vendors with consistent patterns. These capabilities include built-in safeguards with strict matching criteria, with general availability planned for November. Interested in early access? [Contact our team](https://charted.com/get-started/) to join the program. ##### Enhanced PO status filtering New inbox filtering options help AP teams focus on actionable items: - **Filter by PO status**: See which bills are pending billing, pending receipt, or ready for processing. - **Exception handling**: “No PO” and “Not Found” filters identify standalone bills and unmatched PO references. - **Streamlined workflow**: Eliminate time spent searching through irrelevant invoices. [![](https://charted.com/wp-content/uploads/2025/09/image-8.webp "Prepping for mergers and acquisitions within NetSuite - Charted")](https://charted.com/wp-content/uploads/2025/09/image-8.webp)### International Payments: Expanded global reach ##### Enhanced Vendor Onboarding experience Our [international payment capabilities ](https://charted.com/ap-automation-suite/payment-automation/)include several user experience improvements: - **Currency selection**: Vendors can specify their preferred payment currency during onboarding (e.g., USD or CAD for Canadian vendors). - **Streamlined field ordering**: Bank details and address fields are now organized more logically for faster completion. - **Dynamic form adaptation**: Additional information sections only appear when required for specific countries. ##### Unified payment processing International payments are fully integrated into your standard workflow: - **Batch processing**: Release domestic ACH, checks, and international payments together from one screen. - **Real-time status tracking**: Monitor international payment progress directly within NetSuite. [![](https://charted.com/wp-content/uploads/2025/09/MA-Blog-Post-Website-Featured-Image-32x18.webp "MA-Blog-Post-Website-Featured-Image - Charted")](https://charted.com/wp-content/uploads/2025/09/image-1-3.webp)These enhancements are currently available to Early Adopter Program participants. [Contact our team](https://charted.com/get-started/) to join the program. ### Accrual Automation updates ##### More control over journal entry structure Accrual Automation now offers greater flexibility for organizations with specific GL reporting requirements: - **Individual line offsetting**: New option to create separate offsetting entries for each accrual line instead of one consolidated offset. - **Enhanced audit trails**: Each offset line includes clear memo descriptions referencing the specific line it offsets. - **Smart line limits**: Automatic warnings prevent journal entries from exceeding NetSuite’s 1,000-line limitation. This update adapts to your accounting practices rather than forcing you to change them. ### Platform improvements We’ve made several enhancements to improve daily workflow efficiency: - **Cleaner invoice confirmation**: Streamlined UI for handling invoices with missing subsidiary or PO information. - **Improved folder restrictions**: Better handling of department-level folder restrictions in Advanced Vendor Onboarding. ### Looking forward In the coming months, expect enhanced visibility into touchless processing metrics, expanded international currency support including FX capabilities, and continued refinements to our automation workflows. Ready to explore how these updates can transform your AP operations? [Schedule a consultation](https://charted.com/get-started/) with our team of NetSuite and AP automation experts. **Tags:** Accounts Payable, AP Automation, Invoice Management, NetSuite Native **Topics:** Expense Accruals, Invoice Processing, Payment Processing, Product Updates, Vendor Management --- ### [Five steps to identify and automate routine invoices in NetSuite in 2026 ](https://charted.com/blog/five-steps-to-identify-and-automate-routine-invoices-in-netsuite-in-2026/) **Published:** October 21, 2025 **Author:** Alicia Sgromo **Content:** Imagine eliminating 80% of your manual invoice work without losing control. For most AP teams, the challenge isn’t deciding whether to automate, it’s knowing where to start. For teams preparing to upgrade their NetSuite AP automation in 2026, the key is identifying which invoices and vendors are best suited for [touchless](https://charted.com/blog/touchless-invoice-processing-redefines-frictionless-ap-automation/) processing in NetSuite. Many finance teams hesitate, fearing loss of oversight or increased errors. But here’s the truth: The most common cause of invoice mistakes isn’t automation, it’s human error. Below is a practical framework for identifying and automating high-confidence invoices in NetSuite so your team can spend less time on repetitive tasks and more time driving strategy. ### Characteristics of high-confidence invoices and vendors If you’re starting your AP automation journey in 2026, begin with transactions that have the fewest exceptions. Look for invoices that are: - **Recurring.** These are bills that arrive at predictable intervals, such as monthly utilities, SaaS subscriptions, facility rent, or insurance. - **Predictable.** Look for invoices that rarely change in format, amount, or coding requirements. - **Consistently coded**. Make sure transactions already follow established accounting rules in NetSuite. Utilities, software subscriptions, and facility costs are often ideal. These require little manual intervention since their data and coding stay consistent. Use NetSuite’s historical data and AI-driven reports to spot vendors where manual edits are rare. For example, many organizations automate utility bills with zero manual edits after the system learns their patterns. Focusing on fully automating these repetitive invoices reduces errors, increases time savings, and creates a foundation for expanding across more complex workflows. ### Five steps to identify and automate routine invoices in NetSuite 1. **Analyze your invoice data** Start by reviewing historical invoice data in NetSuite to spot patterns. Look for recurring vendors, consistent invoice formats, and transactions with minimal exceptions or manual edits. This data-driven approach ensures you target the right candidates for automation. 2. **Define automation criteria** Establish clear criteria for what makes an invoice “routine.” Focus on invoices that are predictable in amount, frequency, and coding, like utilities, SaaS subscriptions, or rent. Setting these rules upfront reduces risk and guarantees you start by automating only the safest transactions and then build on from there. 3. **Segment high-confidence vendors** Group vendors based on their reliability and invoice consistency. Prioritize those with a track record of accurate, timely billing. By starting with high-confidence vendors, you build momentum and trust in your automation tool and strategy. 4. **Configure NetSuite workflows** Leverage Charted AP automation tools to set up approval chains, coding rules, and exception handling. This ensures every automated invoice still follows your established controls, preserving compliance and visibility. 5. **Monitor, measure, and expand** Track automation results with NetSuite’s reporting tools—monitor accuracy, exception rates, and time savings. Share early wins with stakeholders and use these insights to continuously refine and expand your automation footprint to additional vendors and invoice types. By starting with the right invoices and following a measured, data-driven approach, your AP team can confidently automate routine work in 2026—saving time, improving accuracy, and gaining the bandwidth to focus on strategic growth initiatives. [![](https://charted.com/wp-content/uploads/2025/10/Cut-the-clutter-ODW-CTA-banner@2x-1-32x11.webp "Cut the clutter ODW CTA banner@2x - Charted")](https://lp.charted.com/webinar-touchless-invoice-processing) **Tags:** Accounts Payable, AP Automation, Invoice Management, NetSuite Native **Topics:** AP Automation, Invoice AI, Invoice Automation, Invoice Processing --- ### [Charted launches International Payments, simplifying end-to-end payments for global accounts payable teams](https://charted.com/blog/charted-launches-international-payments-simplifying-end-to-end-payments-for-global-accounts-payable-teams/) **Published:** July 22, 2025 **Author:** Alicia Sgromo **Content:** *The newest capability brings international vendor payments into ERP functionality, managed via one workflow* **Boston, MA – July 22, 2025 – [Charted](https://charted.com/)**, an accounts payable automation software and ERP services provider, today announced the launch of its newest capability, [International Payments](https://charted.com/ap-automation-suite/payment-automation-for-netsuite/). This global payment solution simplifies the payments process from end-to-end, ensuring accounts payable (AP) teams can pay global vendors just like domestic ones, without leaving their ERP suite. International Payments expands Charted [Payment Automation](https://charted.com/ap-automation-suite/payment-automation-for-netsuite/) along with ACH and check payments into a comprehensive product suite, providing all payment options in one solution. ERP platforms often lack built-in functionality to directly manage and execute international payments—with Charted International Payments, AP teams can now onboard, manage and pay global vendors from a single workflow, avoiding disconnected third-party systems. “The complexities of [global finances](https://charted.com/blog/navigate-global-growth-and-do-more-with-less-why-your-ap-team-needs-embedded-intelligence/) can be difficult and costly for accounts payable teams to navigate,” said Bernardo Enciso, CEO of Charted. “Our newest offering is designed to complete our holistic approach to payments, keeping all payments inside the ERP. By ensuring our payment solution includes both digital payments and checks included in our new global approach, we can provide our customers with a suite that meets all of their needs. Payment Automation and our new international capabilities are designed to be as multi-faceted as the financial operations our customers encounter daily.” Benefits of International Payments from Charted includes: - Real-time exchange rates and payment tracking. - SWIFT wire payments to 160+ countries. - Built-in compliance with country-specific vendor onboarding fields. - International ACH support to reduce wire fees. - International vendor self-onboarding through secure forms. International Payments also seamlessly integrates with [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning-for-netsuite/), to extract and process diverse invoice formats and currencies. Utilizing Invoice AI with International Payments provides AP teams with complete end-to-end automation across the entire accounts payable cycle, significantly reducing manual labor, data errors and keeps all data and operations within the customers ERP instance. For more information on International Payments, please visit: **About Charted** Charted clears the path for finance teams with AP Automation solutions built directly into your ERP—no integrations, no extra systems. Gain real-time clarity on every invoice, approval, and payment so you can focus on what really matters. Eliminate manual data entry with AI-powered capabilities and expense accrual automation to accelerate your month-end close. Combine the power of your full ERP dataset with Charted built-in controls to manage the most complex approvals and workflows, producing results at scale. Backed by decades of ERP best practices and expertise, we enable multi-entity, multi-currency workflows to support your AP automation needs anywhere in the world. Charted was born from years of hands-on implementation and consulting experience. With consulting roots and product strength, Charted is your one-stop-shop for everything ERP. To find out more, please visit [www.charted.com](https://charted.com/ "Home"). **Contact** Alicia Sgromo Corporate Communications Charted --- ### [Revolutionizing invoice processing with Charted Invoice AI: The future of financial automation](https://charted.com/blog/revolutionizing-invoice-processing-with-charted-invoice-ai-the-future-of-financial-automation/) **Published:** December 19, 2024 **Author:** bb-admin **Content:** In the fast-paced world of accounts payable (AP), accuracy and efficiency are paramount. That’s why Charted has unveiled its latest groundbreaking innovation: [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning-for-netsuite/). This patent-pending technology is set to redefine the invoice-scanning process, offering significant improvements over traditional Optical Character Recognition (OCR) methods. ### What is Invoice AI? Invoice AI is an advanced invoice-scanning solution designed to enhance the accuracy and speed of data extraction for AP teams using enterprise resource planning (ERP) software. Unlike conventional OCR, which can struggle with accuracy and adaptability, Invoice AI uses proprietary auto-learning technology to continuously improve its performance. The more invoices it processes, the smarter and more accurate it becomes. In order to make the biggest impact, Charted chose to apply this new technology to invoices; invoice scanning lies at the heart of AP functions while often requiring the largest amount of manual effort, taking up a sizable amount of time for AP professionals. This effort spent on processing invoices can be a significant impediment to organizations trying to scale and can distract from other, more strategic, business goals. At the core of the Invoice AI technology is the ability to quickly learn from mistakes, and apply those learnings immediately to the next invoice. While many products utilizing AI and machine learning require large, historical datasets and can take time to incorporate new learnings into the models, requiring AP teams to manually fix their data sets while the models they rely on slowly learn over time. With a much tighter feedback loop, Invoice AI provides more value in a shorter period of time. Charted Invoice AI is built to work seamlessly within NetSuite, eliminating the need for disruptive changes or complex configurations. Businesses can integrate Invoice AI quickly and enjoy immediate improvements in their invoicing processes—without the headache of major system overhauls. ### Real-time learning for seamless adaptation One of the standout features of Invoice AI is its ability to automatically adapt to a business’s unique invoicing needs. Traditional OCR solutions often require rigid and time-consuming rule-setting, forcing businesses to define complex extraction rules that may still fail to meet their specific requirements. Invoice AI, on the other hand, learns in real-time as invoices are captured within a company’s ERP system. It automatically adjusts to changes, improving its accuracy with each invoice it processes. This adaptability means businesses no longer have to spend hours tweaking data extraction rules or manually fixing inaccuracies. Instead, Invoice AI continuously improves on its own, making the process smarter, faster and more reliable. ### Bringing cutting-edge AI technology to ERP users Invoice AI provides best-in-class accuracy rates in addition to ease of use, ensuring any employee responsible for invoice processing can use the tool without a technical background in creating data extraction rules. Invoice AI uses a three-pronged approach to create compounding value for customers. The latest in character recognition technology provides exceptional accuracy in addition to implementing natural language to simplify setting up rules and enables newfound flexibility for this type of work. This is all in addition to the auto-learning feature, which automatically learns from mistakes and applies new rules to invoice scanning in real-time. While OCR can be classified as a type of AI, Invoice AI utilizes AI technology at every step of the invoice scanning process, ensuring every aspect is as seamless and intelligent as possible. As AI models continue to rapidly improve, so will Invoice AI, with further improvements to accuracy rates and increased customization options for data extraction. Charted is also looking to integrate this AI technology into the rest of the product suite to redefine business workflows for finance teams. As business overhead is further reduced with the time savings AI can offer across finance functions, teams can focus instead on their core business and more strategic pursuits. ### Why AI vs OCR? OCR has become a placeholder name for many types of solutions within the sphere of technologies that can detect written characters and convert to a machine-readable format. While other solutions often rely on a combination of OCR and AI technology, Charted Invoice AI relies on deep learning where results are automatic, as opposed to traditional OCR, which requires intense intervention using large data sets to train OCR models to correct their mistakes. These AI capabilities are especially important for AP professionals and Controllers who are often setting up these technologies without deep technical knowledge of the tools—they can use natural language and rely on Invoice AI’s immediate adaptability to benefit from the technology right away. ### A smarter, simpler solution for accounts payable Invoice AI builds upon the success of Charted original OCR Invoice Scanning solution, offering enhanced functionality and performance. Existing users of Charted OCR can immediately benefit from the improvements offered by Invoice AI without the need for a complete system overhaul or complicated learning curve. The user experience remains exactly the same, but the accuracy and efficiency of the technology are vastly improved. By leveraging the power of AI, businesses no longer need to worry about rigid, complex systems requiring constant adjustments and fine-tuning. With its ability to learn from every invoice and its capacity to handle custom data extraction instructions via natural language, Invoice AI puts the power of automation into the hands of AP professionals, without the need for specialized expertise. Finance teams need game-changing technology in order to stay ahead of the curve. Invoice AI allows teams to streamline their processes and focus on what matters most: making informed financial decisions to drive business success. Charted is providing businesses with the tools they need to do just that—ushering in a smarter, more efficient future for accounts payable teams everywhere. ### Discover Invoice AI today Ready to take your invoicing process to the next level? Charted Invoice AI is here to help you save time, improve accuracy and transform your accounts payable operations. To learn more about Invoice AI and how it can integrate with your NetSuite setup, visit: **Topics:** AP Automation, Invoice Processing --- ### [NetSuite: Making intercompany transactions easy](https://charted.com/blog/netsuite-making-intercompany-transactions-easy/) **Published:** January 8, 2026 **Author:** Alicia Sgromo **Content:** Intercompany accounting can quickly become a thorny issue at month end. When balances don’t reconcile, finance teams often lose valuable time chasing discrepancies and posting manual adjustments. The good news? With the right NetSuite configuration, [intercompany processing](https://charted.com/blog/a-recap-of-everything-you-need-to-know-about-intercompany-transactions-in-netsuite/) can be streamlined, automated, and far less prone to errors. By leveraging the following key NetSuite features, organizations can significantly reduce manual effort and improve accuracy across intercompany transactions. ### Key configuration foundations - **Dedicated intercompany accounts:** Ensure you have separate accounts for *Intercompany Payables* and *Intercompany Receivables*. These should be set up with account types of Accounts Payable and Accounts Receivable, respectively. - **Intercompany framework**: Enabling the intercompany framework unlocks core functionality such as cross-charging, fulfillment of inventory on behalf of other subsidiaries, and intercompany netting of mutual balances. - **Automated intercompany management**: This feature allows for the automated creation of intercompany sales orders, purchase orders, and period-end intercompany elimination journal entries. - Enable **Automate Intercompany Drop Ship** if drop-ship transactions are used. - Enable **Inventory Cross-Subsidiary Fulfillment** for cross-subsidiary shipments. - **Representing entities**: Representing entities are specially created intercompany customers and vendors. They simplify transaction entry by automatically defaulting key intercompany values. - **Intercompany preferences**: Use this setup area to define the following: - Default intercompany AR/AP accounts (these default intercompany accounts are required to use the **auto-balance** feature in Advanced Intercompany Journal Entries). - Cross-charge transfer pricing percentages. - Default prefixes for representing entities. ### Leveraging intercompany functionality Once configuration is complete, NetSuite’s intercompany tools can be fully utilized: - **Advanced intercompany journal entries**: Use representing entities to automatically populate critical intercompany fields and reduce manual entry, as well as use the auto-balance feature. - **Paired intercompany transactions**: Pair intercompany customer invoices with vendor bills for cleaner reconciliation. - **Intercompany inventory transfers**: Move inventory between subsidiaries using intercompany sales orders and purchase orders. - **Automated elimination entries**: Generate elimination entries automatically at month end to support consolidated reporting. - **Intercompany reporting**: Use the Intercompany Elimination and Intercompany Reconciliation reports to quickly identify and resolve discrepancies. - **Transaction line distribution**: Allocate intercompany charges at the transaction line level (requires Transaction Line Distribution SuiteApp download and configuration). ### Final thoughts While intercompany processing in NetSuite requires careful setup, the payoff is substantial. Once properly configured, intercompany accounting becomes predictable, automated, and far easier to manage, allowing finance teams to close faster and focus on higher-value work at month end. Interested in learning more about intercompany transactions? Register for our upcoming webinar on intercompany transactions in NetSuite. [![](https://charted.com/wp-content/uploads/2026/01/Charted-Social-IntercompanyTransNSWebinar-840x280-ondemand-32x11.webp "Charted-Social-IntercompanyTransNSWebinar-840x280-ondemand - Charted")](https://lp.charted.com/webinar-registration-how-to-configure-netsuite-for-intercompany-transactions) **Tags:** Accounting, NetSuite Optimization, NetSuite Support **Topics:** NetSuite Managed Services, NetSuite Optimization --- ### [A recap of everything you need to know about Intercompany Transactions in NetSuite](https://charted.com/blog/a-recap-of-everything-you-need-to-know-about-intercompany-transactions-in-netsuite/) **Published:** February 17, 2026 **Author:** Alicia Sgromo **Content:** Intercompany transactions, the financial exchanges between at least two different entities that operate under one parent company, can be a reconciliation nightmare for accounts payable (AP) teams trying to close the books. When working inside NetSuite, there are a few essentials to make the process pain-free. Our NetSuite expert [Peggy Evleth, Senior Solution Architect](https://charted.com/blog/netsuite-making-intercompany-transactions-easy/), recently gave the following advice: ### 1. Essential configuration foundations - **Dedicated account types:** It is critical to establish [dedicated intercompany accounts](https://charted.com/blog/netsuite-making-intercompany-transactions-easy/) specifically as Accounts Payable (AP) and Accounts Receivable (AR) account types. - **Representing entities:** NetSuite should be configured to generate representing entities (intercompany customers and vendors) for each subsidiary. This allows the system to treat intercompany transactions like third-party transactions, providing visibility into aging reports and ensuring “arm’s length” compliance. - **Intercompany framework:** Enabling this feature allows the system to automatically flag transactions for elimination at month-end, preventing “ghost revenue” from inflating consolidated financial statements. ### 2. Managing foreign exchange and currencies - **Consistent currency:** Transactions between entities with different functional currencies must be booked in the same currency on both sides. If one entity books in USD and the other in EUR natively, the balances will not revalue correctly, leading to reconciliation errors. - **Settlement policy:** You should never settle an intercompany balance in a currency different from the original transaction, as NetSuite cannot effectively match and clear those documents. - **FX exposure:** Intercompany balances are monetary assets subject to revaluation. Large, unsettled foreign balances can create significant “below the line” volatility on the P&L. ### 3. Intercompany netting and settlement - **The netting process:** NetSuite’s intercompany netting feature automatically offsets AP and AR balances between two specific entities. - **The limitations of netting:** Netting only works for AP and AR account types; it cannot be used for “other current asset” or “due to/from” GL accounts. Furthermore, it nets by total entity balance rather than by segments like class or department. - **Managing cash-flow:** If a subsidiary lacks the cash to settle a balance, it is common practice to convert that debt into an investment subsidiary or long-term debt instrument via journal entry to avoid ongoing FX pain. ### 4. Global compliance and “arm’s length” requirements - **Statutory requirements:** Many foreign tax authorities (such as those in Belgium) require arm’s length transactions, meaning entities must exchange formal invoices and vendor bills rather than simple journal entries. - **Transaction automation:** To handle these requirements without manual entry, organizations can use Intercompany Purchase Orders (PO) and Sales Orders (SO) or leverage third-party AP automation tools to sync invoices across subsidiaries. ### 5. Reporting and external tools - **Reconciliation:** NetSuite provides an Intercompany Reconciliation Report to trace balances across subsidiaries, but this report relies entirely on the use of AP/AR account types. - **Third-party enhancements:** While native NetSuite handles basic needs, the experts suggest third-party bundles (like NetGain or RSM) for complex tasks such as line-item distributions across multiple entities or automated consolidated reconciliations. Interested in the questions accounts payable professionals had to ask about Intercompany Transactions in NetSuite? Watch our on-demand webinar here: [![](https://charted.com/wp-content/uploads/2026/01/Charted-Social-IntercompanyTransNSWebinar-840x280-ondemand-32x11.webp "Charted-Social-IntercompanyTransNSWebinar-840x280-ondemand - Charted")](https://lp.charted.com/webinar-registration-how-to-configure-netsuite-for-intercompany-transactions?_gl=1*13009md*_gcl_au*MjQyMTAxODU5LjE3Njg4NDQ0MjIuMTk3OTc4NS4xNzcxMjY0MzM1LjE3NzEyNjQzMzU.*_ga*NTQ0NzI0MjEwLjE3NjEwNjczMDk.*_ga_VK75RK0ZKJ*czE3NzU2NjQwNDAkbzI5MiRnMSR0MTc3NTY2NTExMiRqNTckbDAkaDA.) **Tags:** NetSuite Support **Topics:** NetSuite Consulting, NetSuite Implementation, NetSuite Managed Services, NetSuite Optimization --- ### [Maximizing the power of NetSuite's saved searches & automated emails](https://charted.com/blog/understanding-the-power-of-netsuites-saved-searches-automated-emails/) **Published:** May 29, 2018 **Author:** bb-admin **Content:** Unlike many other ERP systems, NetSuite includes multiple powerful and customizable data mining tools out-of-the-box – Reports, Financial Reports, Saved Searches, Lists, etc. Each one of these tools excels in its own way, and each includes a unique set of features. Reports are excellent for when you need to apply formatting to your results, and for when you need to perform comparative analyses. Lists are an easy way to obtain basic information about entities, transactions, etc. And Saved Searches allow for powerful, point-in-time analysis of more granular information across data types. While each of these tools offers a wide array of options and functionality, we are going to focus in this article on the ability to automate the sending of Saved Search results via email: [![](https://charted.com/wp-content/uploads/2025/09/Post11-Image1.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Post11-Image1.webp) #### Use cases Why automate the sending of search results via email? Suppose you would like your A/P clerk to receive an email every Friday reminding them of all bills due the following week – a simple scheduled saved search will do the trick. Perhaps you would like to send an email to all your sales reps once a month showing new accounts opened in their territory in the last 30 days. Moreover, you want to create a single search, but want each rep to receive only those results pertaining to their own territory. A saved search using “Recipients from Results” is your best way forward. Finally, suppose you would like an email sent to your controller every time a PO is created with a value of over $25,000, showing details of the PO including the user who placed it. A saved search set to run whenever records are created or updated will fit the bill. Saved searches on their own are powerful tools; saved searches configured to send [automated emails](https://charted.com/blog/efficiency-security-and-speed-the-new-standard-for-vendor-onboarding/) containing key metrics to related stakeholders amplifies that power and helps to disseminate knowledge and drive accountability across your organization. #### How do they work? The first step when configuring automated emails is to determine when those emails are sent – when records matching the search criteria are created and/or updated, or on a set schedule. Note that you may use one or the other or both of these triggers on a single saved search depending on your needs. ###### “Send Email Alerts When Records are Created/Updated” [![](https://charted.com/wp-content/uploads/2025/09/Post11-Image2.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Post11-Image2.webp) If the “Send Email Alerts When Records are Created/Updated” box is checked, NetSuite will send an email to the specified recipients whenever records matching the search criteria are created. NetSuite will also send an email when records are updated, but only if the “Send on Update” box is checked for either specific recipients or on the “Recipients from Results” subtab: [![](https://charted.com/wp-content/uploads/2025/09/Post11-Image3.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Post11-Image3.webp) [![](https://charted.com/wp-content/uploads/2025/09/Post11-Image4.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Post11-Image4.webp) If the “Send Email Alerts When Records are Created/Updated” box is checked, and particular fields are referenced on the “Updated Fields” subtab, emails will be sent only when values for those specific fields are updated: [![](https://charted.com/wp-content/uploads/2025/09/Post11-Image5.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Post11-Image5.webp) In the case above, NetSuite will send emails whenever new records are created, as well as when the Location field is updated on existing records. Updates to fields other than the Location field will not trigger emails. In addition, you may specify old and/or new values for Updated Fields, causing emails triggered by updates to be sent only when the specified fields are updated with the specified values: [![](https://charted.com/wp-content/uploads/2025/09/Post11-Image6.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Post11-Image6.webp) Finally, if the “Show Recent Changes” box is checked on either the “Specific Recipients” or “Recipients from Results” subtabs, NetSuite will include in the email a summary of the changes that triggered the sending of the message: [![](https://charted.com/wp-content/uploads/2025/09/Post11-Image7.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Post11-Image7.webp) ###### “Send Emails According to Schedule” If the “Send Emails According to Schedule” box is checked, NetSuite will send search result emails based on a pre-defined schedule: [![](https://charted.com/wp-content/uploads/2025/09/Post11-Image8.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Post11-Image8.webp) If the “Send If No Results” box is checked, NetSuite will send scheduled emails to the specified recipients even if no records match the search criteria (we will discuss the “Summarize Scheduled Emails” option when we look at the “Recipients from Results” subtab). The schedule for automated emails is set on the “Schedule” subtab: [![](https://charted.com/wp-content/uploads/2025/09/Post11-Image9.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Post11-Image9.webp) Emails may be sent once, daily, on specific days, monthly, or yearly. In addition, you may specify a start time and a start and end date. In the example above, emails will be sent every day at 5:00 am starting on 5/27/18. There is no end date to this schedule. Finally, if the “Send If No Results” box is checked, NetSuite will send emails to the specified recipients even if there are no results to display: **[![](https://charted.com/wp-content/uploads/2025/09/Post11-Image10.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Post11-Image10.webp)** ###### Specific Recipients vs Recipients from Results The next step is to define to whom automated emails will be sent. If you wish to always send all search results to specific recipients, those recipients are designated on the “Specific Recipients” subtab: [![](https://charted.com/wp-content/uploads/2025/09/Post11-Image11.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Post11-Image11.webp) Note that recipients specified on this subtab must exist as an entity in NetSuite (employee, contact, customer, vendor, etc.), and must have a valid email address listed on their entity record. If the search with which you are working is marked as Public and the “Send Email Alerts When Records Are Created/Updated” box is checked, you may also check the “Allow Users To Subscribe” box, which allows users not specified as recipients to subscribe to the search as an alert by navigating to Home > Set Preferences > Alerts. It is important to note that recipients specified on the “Specific Recipients” subtab will receive all search results via email, regardless of whether those results pertain directly to them. So, for example, setting specific sales reps as recipients of a search which displays gross sales by customer would mean that all sales reps would see gross sales for all customers, and not just for their own customers. If you would like to email search results to a dynamic list of recipients such that each recipient receives only those results pertinent to them, you need to use the “Recipients from Results” option: [![](https://charted.com/wp-content/uploads/2025/09/Post11-Image12.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Post11-Image12.webp) In the example above, under the “Recipients from Results” subtab, we have specified the “Sales Rep” field as the field from which NetSuite should determine recipients (this assumes that “Sales Rep” is a field on the “Results” tab of our search – only fields included in search results can be used as Recipient fields). As a result, NetSuite will scan the search, and will determine email recipients by pulling the email addresses associated with the Sales Rep values on each line returned in the results. Recipients receive only the data for lines associated with their email address in the resulting automated emails. So, in our example above, by using the “Recipients from Results” option and specifying “Sales Rep” as our Recipient field, NetSuite will send each sales rep who appears in the search results the information on only those lines where he or she appears in the designated “Recipient” field. It is important to note that, unless the “Summarize Scheduled Emails” box is checked (see below), “Recipients from Results” will send an individual email to each recipient for each line on which they appear. If the “Summarized Scheduled Emails” box is checked, NetSuite will consolidate all lines associated with each recipient into a single email – generally the preferred option. [![](https://charted.com/wp-content/uploads/2025/09/Post11-Image13.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Post11-Image13.webp) Note that the “Send On Update” and “Show Recent Changes” options are also available for “Recipients from Results.” ###### Customizing Your Message Items such as the email “From” address, email subject, introductory text, and format in which search results are delivered can be set on the “Customize Message” subtab. Note that all settings on this subtab are optional – emails will still be sent if values here are left untouched. [![](https://charted.com/wp-content/uploads/2025/09/Post11-Image14.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Post11-Image14.webp) A few notes regarding the options on this subtab: - From - If left blank, the email will appear to be from the email address defined as the From email address for searches at Setup > Company > Printing, Fax & Email Preferences, on the Email subtab, in the General section. - If the From email address for searches is undefined and the From field is left blank, emails will appear to come the search owner. - Subject - Appears as the subject of the email. - Introduction - Appears in the body of the email, at the top. Can be used to provide a description of the search results, a reply-to email address, etc. - Single-Record Results - Allows for additional formatting to be applied to single-record results. Additional search fields may be inserted via this option, as may formulas. Useful when using the “Recipients from Results” option with the “Summarize Scheduled Emails” box unchecked. - Summarized Results - Specify whether you want search results included within the body of the email or sent as an attached CSV, Excel, or PDF document. - Include View Record Link - When checked, a link to the associated NetSuite records will be included with the results. Note that recipients must have login access to NetSuite in order to view those records. #### In summary To return to our original use cases knowing what we now know, if we would like our A/P clerk to receive an email every Friday reminding them of all bills due the following week, we can create a simple saved search set to be sent on a schedule to only specific recipients. If we would like to send an email once a month to all sales reps showing new accounts opened in their territory but only want each rep to see results specific to them, we can use Recipients from Results and Summarize Scheduled Emails along with a simple set schedule to achieve our goal. And, if we would like an email alert to go to our controller any time a PO valued at over $25,000 is saved, we can use the “Send Email Alerts When Records are Created/Updated” along with the Specific Recipients option to get the job done. Automated emails based on saved searches are a powerful way to highlight essential information and business trends for those users who need the information the most, and they are an excellent way to disseminate knowledge and drive accountability across your organization. Becoming familiar with the options and capabilities outlined in this article will help you harness the power of this important NetSuite tool. **Topics:** NetSuite Consulting, NetSuite Managed Services --- ### [How to choose a check printer when using NetSuite](https://charted.com/blog/how-to-choose-a-check-printer-when-using-netsuite/) **Published:** February 24, 2020 **Author:** bb-admin **Content:** *If you’re implementing or using NetSuite and you don’t already have a check printer, or if you’re simply looking to upgrade your existing printer to a new model, we have some advice to get your search started.* To decide which [check printer](https://charted.com/blog/navigating-the-digital-shift-with-charted-check-printing-for-netsuite/) to buy, start by evaluating your business processes and check printing requirements: 1. **Stock**: Will you be using pre-printed or blank check stock? 2. **Volume**: How many checks will you print in a day, week, or month? 3. **Accessibility**: How many people will have access to the check stock, the printer and sensitive data? 4. **Security**: Do you want to print from a PDF or encrypt the data to have it sent directly to the printer? **Stock:** To print your own checks from NetSuite, first you have to decide if you will be using pre-printed or blank check stock. Pre-printed check stock comes with the MICR line, containing your banking information, printed on it and ready to be used – simply add the amount and necessary signatures. Blank check stock, however, removes this sensitive data and comes completely blank – giving you flexibility in your printing needs. If you decide to print your checks on blank check stock, you will need a check printer that supports printing a MICR font using MICR (Magnetic) Ink. The MICR ink is required for processing checks and is used to print the MICR line at the bottom of your checks. This line contains the special characters on checks that include the account number and routing number of your Bank. If you are looking for a NetSuite solution to customize the layout of your checks and print them directly from NetSuite onto blank check stock, take a look at Charted [Advanced Check Printing](/ap-automation-suite/advanced-check-printing-for-netsuite/) which comes with a fully licensed MICR font. **Volume:** As for the volume and speed, these requirements are based on your business needs. The volume of your printer is often established by the speed of which it can print, measured in pages per minute, or PPM. The higher a PPM, the higher volume of pages the printer can handle in a given time frame. If you are printing a large quantity of checks frequently, you will want to look into a model with a high PPM that can support a large volume of printing. **Security:** When it comes to security requirements, one thing you will want to consider is how many employees have access to NetSuite, if they have the ability to print checks, and if they have access to the check printer. The more employees with access to banking information, check stock or check printers, the more security restrictions you should establish in your check printing process. These security precautions can range from physically locked printers to password protected documents, and more. **For small businesses with a low volume of checks to be printed, you can choose a smaller printer with a lower PPM (pages per minute) and save money by lowering your upfront costs. With the right number of security restrictions in place, you may purchase a low-cost model that can be enabled with MICR Ink or Toner, which is the minimum you need to be able to print valid checks.** **If you are printing larger volumes of checks, or have higher security requirements, you may want to look at options such as Troy Printers. These models provide a wide variety of custom-security options on check printers such as the ability to encrypt a MICR Font and Signatures which can only be accessed with a security card. Charted Advanced Edition of the Check Printing Bundle can help you get this type of printer setup with NetSuite. More information on this is provided in the last section of this article.** Use the matrix below as a reference to help determine which printer will work best for you. We have recommended four different options that fulfill different volume and security requirements, as well as offer a variety of pricing based on your budget: ![](https://charted.com/wp-content/uploads/2025/09/Printer-Matrix.webp "- Charted") 1. [TROY M608 MICR Printer](https://www.troygroup.com/amfile/file/download/file/31/product/7324/): This model comes with three different security levels, and can be enabled with our TROY supported security features, outlined below. This model has a printing speed of 65ppm, lockable paper trays and is compatible with TROY MICR cartridges and standard HP cartridges. 2. [Source Technologies – ST9830 MICR Printer](https://www.sourcetech.com/downloads/printers/9830-ds.pdf): This MICR Printer has a 55ppm, and can print up to 50,000 pages a month. The printer itself comes with a few advanced security capabilities, including a front panel security lock and password protection, however, it does not support the advanced security settings enabled by our Check Printing Bundle. 3. [TROY LaserJet M404 MICR Printer](https://www.troygroup.com/shop/printers/micr-printers/troy-m404n-micr-printer.html): This model is a budget friendly option for a business in need of a low volume solution that still wants to invest in a check printer – the Troy brand LaserJet has a print speed of 38ppm, and can print up to 4,000 pages monthly, with a compact design, and the option to add security capabilities. 4. [HP LaserJet M404 MICR Printer](https://store.hp.com/us/en/pdp/hp-laserjet-pro-m404n): This last model is the most budget friendly option for a business in need of a low volume solution with no added security features – this HP printer is a LaserJet model and can be enabled to print checks by installing a MICR Toner (purchased separately). More information on the Troy specific features is listed below: **One Click Print:** One Click Print allows you to send a check printing job directly to the check printer without generating a PDF in your screen. The formatting is already configured during the software implementation process, so this removes the need to reveal sensitive data on your screen, and instead, sends it directly to the printer. **Troy Secure Digital Signatures:** This feature encrypts and embeds the digital signatures used on the check into a security card that is compatible with the TROY printer. This, similar to One Click Print, removes sensitive data from the computer screen and keeps it within the secure printer and those who have access to the card. **Troy True Type Security Fonts:** This last Troy specific feature encrypts and embeds the secure fonts into a security card that is compatible with TROY printers. This restricts access to sensitive and secure fonts to only those with access to the security card, providing an overall secure transaction for all check printing. Choosing the right printer for your check printing solution can be daunting with all the options on the market, but with the right information about your specific needs, you can simplify the decision and choose the right product for you. If you have questions, please feel free to reach out to the team at Charted. For more information on the Charted Advanced Check Printing Solution for NetSuite, please visit our feature page here: ***Disclaimer:*** *If you’re using Troy Printers, Charted does not guarantee that features outside of Troy’s Secure Digital Signatures and Troy Ture Type Security Fonts will be compatible with Charted Advanced Check Printing for NetSuite. If you’re looking for unique features, please contact us for assistance.* **Topics:** Payment Processing --- ### [Navigating the digital shift with Charted Check Printing for NetSuite](https://charted.com/blog/navigating-the-digital-shift-with-charted-check-printing-for-netsuite/) **Published:** March 8, 2024 **Author:** bb-admin **Content:** In the not-too-distant past, printing checks was the norm. Fast forward to today’s digital landscape and the once familiar paper form of payment has become a rare occurrence. Wire transfers and ACH payments have taken the forefront, prompting some companies to consider discontinuing their Check Printing solutions to align with the evolving digital trends. As more solutions shift towards electronic payments, those who rely on printing checks find themselves in a bit of a tough spot right now. While this news may be frustrating for customers, Charted is here to help those navigating the complexities of this situation. Charted offers a reassuring solution with their [Advanced Check Printing](https://charted.com/ap-automation-suite/advanced-check-printing-for-netsuite/), addressing the need for printed checks in the most cost-effective way, while also supporting digital payments. Significantly, this solution lives within NetSuite, streamlining both implementation and ongoing maintenance. ### Lower your check printing costs with Charted Say goodbye to your pre-printed check stock, lower your check printing costs and increase your controls by enabling a better way to print checks in NetSuite. With Charted Advanced Check Printing solution, you can use blank check stock and enhance the security of your check printing process by eliminating pre-printed stock that contains “live” bank information. Charted will work with you to configure your check templates to easily adjust your Bank’s requirements and specifications, so your checks won’t be rejected. Other features & highlights: - Allows for printing of checks on blank check stock, including a **MICR E13B Line** - Define account-specific check amount thresholds to require multiple signatures on checks - Allows for printing of **digital signatures** on both blank check and pre-printed bank check stock, which are securely stored and encrypted in NetSuite - Support for check/stub layout customizations and multi-bank/currency - Does not require new software or external applications **(everything resides in NetSuite)** To learn more about these features, watch a demo [here](https://www.youtube.com/watch?v=KzxbLW_-gUo). ### Transitioning to Charted Advanced Check Printing If you are currently looking to replace your Check Printing solution, the transition to Charted Advanced Check Printing is simple and easy. With hundreds of satisfied customers already utilizing Advanced Check Printing, Charted remains committed to supporting this solution. Charted is here to help you migrate as seamlessly as possible, so if you need this functionality, please reach out to our team [here](https://charted.com/get-started/). **Topics:** AP Automation, Payment Processing --- ### [Beyond compliance: Accrual Automation as the catalyst for redefining the role of accounts payable](https://charted.com/blog/beyond-compliance-accrual-automation-as-the-catalyst-for-redefining-the-role-of-accounts-payable/) **Published:** May 27, 2025 **Author:** Alicia Sgromo **Content:** As discussed in our [previous post](https://charted.com/blog/the-hidden-costs-of-manual-accruals-how-automation-delivers-roi/), manual accruals quietly drain resources and create risk for finance teams. But the story doesn’t end with solving compliance challenges. High-impact finance teams are finding that accrual automation is about more than just regulatory requirements – it’s becoming a catalyst for financial transformation. Accounts payable (AP) teams, and the finance function as a whole, is advancing beyond transaction processing. Today’s finance teams are also expected to predict what *will* happen and influence what *should* happen. In this competitive landscape, companies with better financial intelligence win. Accurate accruals are a critical but often overlooked piece of that puzzle. ### From compliance necessity to strategic asset GAAP, or Generally Accepted Accounting Principles, requires expenses to be recorded in the period they’re incurred, **not** when the invoice is received. For public companies, accurate accruals are non-negotiable. But for private companies, accruals deliver strategic value that goes well beyond compliance. A reliable, systematic accrual process unlocks insights hidden in spending patterns. These patterns can reveal: - Vendors who consistently delay invoicing, causing cash flow planning issues. - Seasonal spending fluctuations that would otherwise be missed. - Expenses that can be consolidated for better purchasing power. - Unexpected spending variances that signal issues to address. It’s understandable why most companies limit accruals. It’s manual, time-consuming work. Yet by automating this process, you create a reusable tool that delivers visibility without adding complexity, every single month. This visibility leads to smarter decisions around resource allocation, vendor relationships and budget planning. Companies gain a real competitive advantage by understanding their financial position more quickly and accurately than their competitors. ### The transformational benefits of Accrual Automation The move from manual to automated accruals delivers three transformational benefits that go well beyond compliance: **1. Faster financial close with more confidence** Month-end close is stressful, but accrual automation can shorten this process by days. When estimates are generated systematically based on historical data, open purchase orders and pending approvals teams can close faster and more accurately. This acceleration allows finance teams to deliver financial reports to stakeholders faster and with more confidence in the numbers, freeing up time for strategic analysis rather than manual calculations. **2. Scalability without adding headcount** As transaction volumes grow, manual accrual processes become unmanageable. Without automation, scaling means adding headcount, which increases costs without necessarily improving results. Automated accrual systems scale with business growth. Whether processing 500 or 5,000 transactions a month, the system maintains consistency and accuracy without requiring additional resources. This allows finance teams to support business growth without proportionally increasing back-office costs. **3. Better decision-making** The most strategic benefit is the financial visibility that comes from having a complete and accurate picture of expenses when they are incurred vs. when the invoice is processed. Such real-time visibility enables business stakeholders to make stronger data-driven decisions. This means more precise forecasting, better anticipation of future expenses and more strategic allocation of financial resources. ### Building a data-driven finance function As routine tasks like accrual calculations become automated, finance professionals are free to focus on analysis rather than recordkeeping. This creates space for higher-value activities that truly leverage financial expertise. The role of finance professionals is evolving. Where AP staff once spent days tracking down missing expenses and reconciling spreadsheets, they can now become strategic advisors who identify spending optimization opportunities and enhance financial performance. AP teams can deliver tremendous strategic value through data-driven spend intelligence, cash flow optimization and fraud prevention. This is key to competitive advantage. ### The future of finance operations The vision for modern finance operations goes beyond just eliminating manual work. It’s about turning financial data into actionable intelligence that drives business success. Accrual automation is a critical piece of this transformation—capturing expenses as they happen and providing the foundation for accurate financial reporting and analysis. As finance teams continue the shift from transaction processors to strategic business partners, automated accruals will become even more valuable. Companies that implement these systems aren’t just solving compliance challenges, they’re redefining finance teams as a strategic driver of business success. Ready to see how accrual automation can transform your finance operations? Learn more about our NetSuite-native [Accrual Automation](https://charted.com/ap-automation-suite/expense-accrual-automation-for-netsuite/) solution, part of our full AP suite. If you want a closer look at how this solution works in NetSuite, check out our on-demand webinar below. [![](https://charted.com/wp-content/uploads/2025/05/Accruals_OnDemand_Webinar_CTA_Banner-32x11.webp "Accruals_OnDemand_Webinar_CTA_Banner - Charted")](https://lp.charted.com/speed-up-month-end-close-and-simplify-your-expense-accruals-without-leaving-netsuite-registration) **Topics:** AP Automation, Expense Accruals --- ### [Is vendor onboarding in NetSuite the secret to stronger security?](https://charted.com/blog/is-vendor-onboarding-in-netsuite-the-secret-to-stronger-security/) **Published:** February 3, 2026 **Author:** Anna Wright **Content:** In the [Global Cybersecurity Outlook 2026](https://reports.weforum.org/docs/WEF_Global_Cybersecurity_Outlook_2026.pdf) report from the World Economic Forum, 73% of respondents said that cyber-enabled fraud had affected them directly, or someone they knew, in 2025. Cyber-risk concerns are generally dominated by fraud and the new capabilities AI gives to those with nefarious intentions. Accounts payable teams have never been more at risk. What can you do? Trusting your platforms to keep you safe is no longer an option. When AI deepfakes have already cost companies huge sums, it takes more than 2FA to stay safe. Process is your friend, and with it, understanding your weakest points of vulnerability. ### Process + automation = security For organizations still relying on emails and spreadsheets, maintaining the status quo can feel like a safety blanket. But the reality is those systems are too vulnerable when emails are easily infiltrated. Having updated processes that then allow for automation of those processes are what will [protect your AP function](https://charted.com/blog/3-ways-to-combat-payment-fraud-with-ap-automation/). Removing email conversations entirely from the vendor onboarding process will not only protect you, but your vendors as well. When using NetSuite to handle your financials, taking advantage of the full suite of capabilities will then ensure that all your financial information, including sensitive banking details to handle payments to your vendors, are kept safe and secure, all in one location. No emails with bank details, no keeping track of different payment methods, no going back-and-forth, and missing payments because information was copied incorrectly. ### Understanding business email compromise The biggest source of fraudulent attacks come from your email – often phishing. This is otherwise known as business email compromise (BEC). And realistically, in this day and age, it can be almost impossible to keep your emails safe. Between increasingly advanced phishing attacks, AI-created deepfakes impersonating executives, phone number spoofing to crack two-factor authentication, and all the nefarious ways hackers can gain access to your organization, there is simply too much to stay vigilant against. Both technology and social engineering have become too sophisticated to battle against with anti-phishing training from your IT departments. So how do you fight it? ### Fight technology with technology Using your ERP, like NetSuite, to bypass email exchanges entirely is one of the safest ways to import vendor information and sensitive banking details with Charted [Advanced Vendor Onboarding](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/). By using automation embedded within NetSuite to onboard vendors with custom forms ensures there is no email back-and-forth, and vendors can input their own information directly into your NetSuite instance. This format is crucial to maintain security; there are no easily accessible emails with bank information, and by having vendors input their own information, the information is more likely to be entered correctly. By creating a one-stop-shop for vendors, inputting information is easily handled and kept safe throughout the entire onboarding process. Vendors also don’t need to set up their own passwords, and by relying on an embedded tool like Charted, there is no third-party organization managing the vendor information. Everything is available to your team, ensuring you own your vendor relationship from the very beginning. [![Webinar. The modern way to work with vendors in NetSuite: Faster onboarding, smoother invoices. Register now.](https://charted.com/wp-content/uploads/2026/02/Charted-Social-AVOWebinar-26-01-840x280-rev-32x11.webp "Charted-Social-AVOWebinar-26-01-840x280-rev - Charted")](https://lp.charted.com/registration-webinar-the-modern-way-to-work-with-vendors-in-netsuite) **Tags:** AP Automation, Fraud, Vendor Management **Topics:** Advanced Vendor Onboarding, Vendor Management --- ### [Strategies to prevent AP payment fraud in a digital world ](https://charted.com/blog/strategies-to-prevent-ap-payment-fraud-in-a-digital-world/) **Published:** April 24, 2025 **Author:** Alicia Sgromo **Content:** There’s no stopping fraud in today’s world. Between the complexities of modern accounting, organizations caught between electronic payments and still having to rely on checks and the increasing use of AI by scammers, it can be overwhelming trying to reduce the threat of fraud. This is why organizations turn to automation experts like [Charted](https://charted.com/), [eftsure](https://eftsure.com/en-au/) and [Corpay](https://www.corpay.com/) to get a handle on the proactive work they can do to protect their financial teams from the fraud attacks that are now happening every day. ### What, where and when to watch for fraud Accounts payable (AP) fraud happens when organizations fail to have the proper internal controls set up for their AP teams. Organizations without effective processes often experience significantly more human error which leads to mistakes in their financial data (which increases the chances of a fraudulent scam being successful) and results in a lack of proper oversight to prevent fraud from occurring. **Business Email Compromise** (BEC) is a type of phishing and is one of the most pervasive types of fraud affecting AP teams. BEC is the easiest method for fraudsters to attempt fraud at scale—it has never been easier to send thousands of emails, to find email addresses of employees and use AI to seem legitimate. But how can you prevent fraud when everyone uses email? - Falsifying invoices, duplicating payments and faking contracts are all common tactics used when fraudsters attempt BEC. - One of the original indicators of fraudulent email in the past was bad grammar, poor writing and obvious changes in URLs or email domains; the use of AI to write professional-sounding emails and other forms of communication has had a transformative impact on email phishing, placing a huge burden on employees to decipher the legitimacy of emails. - One of the easiest ways to fight against BEC is to simply automate your invoicing and payment functions, eliminating the need for back-and-forth emails between your employees and your vendors and entirely removing the chance of fraudulent email attempts. **Print checks** are historically the most common form of committing fraud, due to how easy they can be to manipulate. Check forgeries, theft, tampering or unauthorized endorsements are all common ways to redirect check payments into the hands of fraudsters. - Using a digital check printer can significantly [reduce the risk of fraud](https://charted.com/blog/3-ways-to-combat-payment-fraud-with-ap-automation/). - Despite checks being more vulnerable to fraud, it’s electronic payments that are growing in attacks. - Even as more organizations move away from paper checks, including governments, the rise of electronic payment fraud will ensure robust anti-fraud protocols remain as important as ever. Other types of AP fraud include: - Falsified invoices - Duplicate payments - Fraudulent vendor accounts to redirect electronic payments - Social engineering, which can include attacks via social media or text ### Repercussions of fraud The financial losses as a result of fraud attacks are well-documented: billions across the world lost to fraudsters, with the number rising every year. New threats, including deepfake videos or voice impersonation, have already proven extremely effective. Beyond the financial repercussions, there are more considerations to take into account when considering investments into fraud prevention for your AP team. Legal repercussions and reputational damage are also important factors. In addition, successful fraud attacks can result in the need for costly investigations and auditors that divert resources from other more strategic efforts, which are an added monetary burden on top of the initial cost of the fraud. Investigations and disruptions can also impact your organization’s cash flow. ### No silver bullet to fraud prevention It can be easy to buy in to a product or outsource to security experts, but fraud prevention starts at home, with your greatest asset: your employees. Human error remains the greatest target for fraud, with sneaky tricks, psychological tactics and creating pressure on your employees. This is why one of the most important tools to prevent fraud is to have a robust system established for your AP professionals. The AP team at any company is often the first line of defense in preventing fraudulent payments from occurring and setting them up for success with an automated system designed to keep your AP functions secure is key. This is why simple things like bank account verification, segregating duties between employees and establishing processes to avoid business email compromise entirely can be so effective. Casting a wide net by establishing every possible barrier to fraud is key to keeping your organization as safe as possible; there is no one silver bullet, but instead layered defenses to battle the many types of fraud being employed today. Want to learn more directly from Charted, eftsure and Corpay in our fraud webinar? [Click here](https://lp.charted.com/webinar-registration-strategies-to-prevent-accounts-payable-payment-fraud-in-a-digital-world) to see the webinar, now on-demand. [![](https://charted.com/wp-content/uploads/2025/04/Prevent_Fraud_OnDemand_Webinar_CTA_Banner-32x9.webp "Prevent_Fraud_OnDemand_Webinar_CTA_Banner - Charted")](https://lp.charted.com/recording-strategies-to-prevent-ap-payment-fraud-in-a-digital-world)To find out about Corpay’s cross-border payments, [click here](https://www.corpay.com/cross-border) To request a demo from eftsure on payment protection, [click here](https://eftsure.com/demo/) **Topics:** Payment Processing --- ### [How e-invoicing will transform finance teams in 2026 (part one)](https://charted.com/blog/how-e-invoicing-will-transform-finance-teams-in-2026-part-one/) **Published:** March 10, 2026 **Author:** Alicia Sgromo **Content:** ### Understanding the changes with e-invoicing Across Europe, invoices are slowly transforming from documents into structured financial data. What used to be a PDF attached to an email is increasingly becoming a machine-readable transaction exchanged directly between systems using secure networks, commonly known as e-invoicing. Governments across the region are introducing mandates that require businesses to issue and receive invoices electronically in standardized formats. For finance teams, this shift brings both opportunity and complexity. Different countries are adopting e-invoicing at different speeds. Formats vary. Networks differ. Mandates are often rolled out in phases. Understanding how these systems work—and how they affect your finance operations—is becoming essential for companies operating in Europe. In this article, we break down: - What e-invoicing means in practice. - The challenges finance teams face today. - The operational benefits structured invoicing can deliver. - What finance leaders should focus on as mandates continue to expand across EMEA. ### What finance teams need to know in 2026 E-invoicing has been part of Europe’s financial infrastructure for years, but recent mandates are accelerating its adoption across the region. For finance leaders operating in Europe—or doing business with European entities—the question is no longer if e-invoicing will affect their processes, but how to prepare for it. The topic often raises questions: What exactly counts as e-invoicing? In which countries are mandates appearing? And what should finance teams be doing today to prepare? ### What e-invoicing actually is At its core, e-invoicing means issuing invoices electronically in a structured, machine-readable format that can be automatically processed by financial systems. Unlike traditional invoice workflows where invoices are exchanged as PDFs or paper documents, structured e-invoices are created using standardized formats and transmitted through approved networks and platforms. Across Europe, most mandates are built on the [EN 16931 standard](https://ec.europa.eu/digital-building-blocks/sites/spaces/DIGITAL/pages/467108950/EN+16931+compliance), which defines the required data structure and content of an electronic invoice. In many cases, invoices are exchanged through networks such as Peppol, which allow systems to send and receive standardized invoice data securely. **In practical terms, this means:** - Invoice data is transmitted in structured formats such as XML, UBL, or CII. - Networks validate invoices against format and compliance rules. - Invoice status can be tracked automatically. - Governments may gain visibility into transaction data as part of tax reporting initiatives. This shift transforms invoices from static documents into validated financial data exchanged between systems using secure networks. ### Challenges finance teams face Despite the benefits, adopting e-invoicing across multiple countries can introduce new operational challenges. The complexity rarely comes from the format itself. Instead, it comes from the variety of national implementations across Europe. Finance teams often encounter challenges such as: **Multiple formats** Even though many mandates are based on EN 16931, countries may use different formats or variants such as: - UBL / Peppol BIS - XRechnung - Factur-X - ZUGFeRD For example, Germany supports formats such as XRechnung and ZUGFeRD, which follow the European standard but implement national specifications. **Different timelines and rollout models** E-invoicing mandates rarely appear overnight. Many countries introduce them through phased rollouts or transitional periods, which can create hybrid environments where both structured and traditional invoices coexist. **Multiple exchange networks** Some countries rely heavily on networks such as Peppol, while others introduce centralized reporting platforms or government-certified service providers. **Operational alignment with partners** E-invoicing also requires coordination with customers and suppliers to ensure compatible formats, networks, and workflows. For finance teams operating across several jurisdictions, these differences can make compliance planning significantly more complex. ### What e-invoicing solves Despite the complexity of implementation, structured e-invoicing delivers several tangible benefits, such as: **Built-in validation:** Structured invoices are validated before acceptance, reducing downstream errors and disputes. **Lower manual processing:** Because invoice data is machine-readable, systems can automatically ingest and process it without manual entry. **Improved traceability:** Transmission networks create a clear record of when invoices were sent, delivered, accepted, or rejected. **Reduced fraud exposure:** Traditional invoice workflows rely heavily on email attachments and manual processing—two areas frequently targeted by fraud. Structured invoice exchange through controlled networks significantly reduces the risk of invoice manipulation. **Better compliance readiness**: Because invoice data is structured and validated, organizations can adapt more easily to tax reporting requirements and regulatory changes. In other words, e-invoicing improves not just compliance, but operational control and financial transparency. Check out [part two of this blog series](https://charted.com/blog/how-e-invoicing-mandates-will-transform-european-finance-teams-in-2026-part-two/), to learn what finance leaders should focus on as e-invoicing mandates continue to expand, an overview of current e-invoicing requirements across EMEA, and next steps teams. [![webinar banner links to download page for everything about e-invoicing webinar](https://charted.com/wp-content/uploads/2026/03/Charted-Social-Einvoicing-Webinar-840x280-1-32x11.webp "Charted-Social-Einvoicing-Webinar-840x280 - Charted")](https://lp.charted.com/webinar-everything-about-e-invoicing?_gl=1*10md9pb*_gcl_au*ODkwODY2MDQ1LjE3NjcwMjY1MDA.*_ga*NjMzMTgzNDc2LjE3NTg2NTg4Njc.*_ga_VK75RK0ZKJ*czE3NzMxODE2NjAkbzE0MSRnMSR0MTc3MzE4MTY2MyRqNTckbDAkaDA.) **Tags:** Invoice Management **Topics:** E-invoicing, Invoice Processing --- ### [How e-invoicing mandates will transform European finance teams in 2026 (part two)](https://charted.com/blog/how-e-invoicing-mandates-will-transform-european-finance-teams-in-2026-part-two/) **Published:** March 23, 2026 **Author:** Alicia Sgromo **Content:** In [the first part](https://charted.com/blog/how-e-invoicing-will-transform-finance-teams-in-2026-part-one/) of this blog series, Enes Sarioglu walks through what e-invoicing means in practice, the challenges facing AP teams currently, and operational benefits. Read on to learn more about what finance teams should focus on as e-invoicing mandates continue to expand, an overview of current e-invoicing requirements across EMEA, and next steps for finance leaders. ## What finance leaders should focus on now when considering future e-invoicing mandates Preparing for e-invoicing doesn’t necessarily require immediate implementation in every country. But it does require strategic planning. These three areas are particularly important: 1. **Stay ahead of regulatory changes**: E-invoicing mandates evolve quickly. Finance teams should monitor new regulations, format updates, and rollout timelines across the countries where they operate. 2. **Ensure systems can support structured invoicing**: Organizations should verify that their financial systems can handle structured invoice formats and adapt when standards evolve. 3. **Align with trading partners**: Because e-invoicing involves both buyers and suppliers, businesses must understand how their key partners exchange invoices to be ready—whether through Peppol, national platforms, or other mechanisms. These steps help organizations move from reactive compliance to proactive readiness. ## The e-invoicing landscape in EMEA Across Europe, the shift toward structured e-invoicing is accelerating. While the goal is broadly the same—greater transparency, automation, and VAT compliance—the way countries implement mandates varies significantly. Most European initiatives build on the [EN 16931 e-invoicing standard](https://www.vatupdate.com/2025/09/03/briefing-document-podcast-what-is-the-en-16931-e-invoicing-standard/), which defines the structure of a compliant electronic invoice and ensures interoperability between different systems across the EU. However, each country introduces its own formats, timelines, and rollout strategies. For finance teams operating across multiple jurisdictions, understanding these differences is essential. Below is a snapshot of how several key European markets are approaching e-invoicing: #### Belgium Belgium is one of the latest European markets to introduce mandatory B2B e-invoicing. As of January 2026, VAT-registered businesses are required to exchange invoices electronically using structured formats compliant with the European standard. The mandate primarily relies on the Peppol BIS format, exchanged through the Peppol network, which enables secure system-to-system invoice delivery between trading partners. Belgium had already required e-invoicing for many public sector transactions (B2G), and the 2026 mandate extends structured invoicing requirements to domestic business-to-business transactions. The objective is to improve tax transparency, reduce VAT fraud, and streamline administrative processes for companies operating in Belgium. #### Netherlands The Netherlands has been an early adopter of e-invoicing, particularly within the public sector. Suppliers invoicing Dutch government entities must send invoices in Peppol-compatible formats, ensuring authenticity, integrity, and readability of invoice data. For B2B transactions, structured e-invoicing remains voluntary and typically requires agreement between the buyer and supplier. Despite this, Peppol adoption is widespread, making the Netherlands one of the more mature e-invoicing environments in Europe. #### Germany Germany is introducing e-invoicing through a phased rollout model, giving businesses time to adapt their systems and processes. Beginning in January 2025, companies must be able to receive structured electronic invoices that comply with the EN 16931 European standard. The obligation to issue structured invoices will follow gradually based on company size: - 2025–2026: Companies must be able to receive structured e-invoices. - 2027: Mandatory issuance begins for companies with annual turnover above €800,000. - 2028: Structured e-invoicing becomes mandatory for all B2B transactions. Germany supports formats such as XRechnung and ZUGFeRD, both of which follow the European EN 16931 framework but implement national specifications. Because of this phased approach, many companies will operate for several years in transition environments where structured invoices and traditional formats coexist. #### France France is implementing one of the most comprehensive e-invoicing frameworks in Europe. Mandatory B2B e-invoicing is scheduled to begin September 2026, with phased adoption depending on company size. Unlike countries that rely on a single standard format, France recognizes several structured formats including UBL, CII, and Factur-X, and requires invoices to be exchanged through certified platforms connected to government infrastructure. In addition to e-invoicing, France is also introducing electronic transaction reporting, meaning certain invoice data must be transmitted to authorities for tax monitoring purposes. ## A common pattern across Europe Although each country follows its own approach, several patterns are emerging across EMEA: - Structured invoice formats are becoming standard. - Mandates are often introduced in phases. - Different formats coexist. - Transition periods are common, where companies must support multiple invoice models simultaneously. For finance teams operating across borders, e-invoicing strategy increasingly requires understanding multiple regulatory frameworks. ## Our perspective on e-invoicing at Charted At Charted, we see e-invoicing as part of a broader shift in how finance systems operate. As regulations expand across Europe, invoicing is increasingly moving away from document-based workflows toward structured financial data exchanged directly between systems. For finance teams, this raises an important architectural question: How should the structured invoicing fit into the core financial workflow? Rather than treating e-invoicing as a separate compliance tool, many organizations are beginning to integrate it more closely with their core finance platform so that invoice data flows naturally into accounts payable, reporting, and reconciliation processes. As Charted continues expanding across EMEA, our focus is on supporting structured invoicing in a way that aligns with those core financial workflows and can evolve as new mandates emerge. Belgium’s 2026 mandate provides a clear starting point, but the broader goal is ensuring finance teams can adapt as additional regulations develop across the region. ## Preparing for what comes next with e-invoicing E-invoicing is becoming a standard part of financial operations in Europe. For finance leaders, the most important steps today are: - Understand how mandates work in the countries you operate in. - Prepare systems to support structured e-invoice formats. - Avoid last-minute decisions when deadlines approach. - Design invoicing processes that can evolve as regulations change. Organizations that treat e-invoicing as part of their financial infrastructure—rather than a compliance project—will be best positioned as adoption continues to expand. [![banner image for webinar on everything about e-invoicing](https://charted.com/wp-content/uploads/2026/03/Charted-Social-Einvoicing-Webinar-840x280-1-32x11.webp "Charted-Social-Einvoicing-Webinar-840x280 - Charted")](https://lp.charted.com/webinar-everything-about-e-invoicing?_gl=1*1ivhuaw*_gcl_au*ODkwODY2MDQ1LjE3NjcwMjY1MDA.*_ga*NjMzMTgzNDc2LjE3NTg2NTg4Njc.*_ga_VK75RK0ZKJ*czE3NzQyODI2MDMkbzE3NiRnMSR0MTc3NDI4MzY0NSRqNjAkbDAkaDA.) **Tags:** Invoice Management **Topics:** AP Automation, E-invoicing --- ### [Charted Ranks No. 1916 on the 2025 Inc. 5000 List of America’s Fastest-Growing Private Companies](https://charted.com/blog/charted-ranks-no-1916-on-the-2025-inc-5000-list-of-americas-fastest-growing-private-companies/) **Published:** August 12, 2025 **Author:** Alicia Sgromo **Content:** *With Impressive Three-Year Revenue Growth, This Marks Charted, formerly SquareWorks Consulting’s, First Time on the List* **NEW YORK, August 12, 2025** – Inc., the leading media brand and playbook for the entrepreneurs and business leaders shaping our future, today announced that [Charted](https://www.charted.com), formerly SquareWorks Consulting, a financial automation software and ERP suite provider, is No. 1916 on the annual Inc. 5000 list, the most prestigious ranking of the fastest-growing private companies in America. The list provides a data-driven snapshot of the most successful companies within the economy’s most dynamic segment—its independent, entrepreneurial businesses. Past honorees include companies such as Microsoft, Meta, Chobani, Under Armour, Timberland, Oracle, and Patagonia. “The past few years have been transformative at Charted, and ranking 1916 in the Inc. 5000, along with placing 220 among technology companies is incredible proof of all the progress we’ve made,” said Bernardo Enciso, founder and CEO of Charted. “Exciting new products like Invoice AI, Accrual Automation and International Payments have brought real momentum to our growth in solving accounts payable automation for ERP suite users, in addition to the consulting services we have provided to our customers from day one. The increasing complexity of financial operations affects organizations across industries, and improving accounts payable processes with automation has never been more important. We could not be more thrilled with the outcome.” This year’s Inc. 5000 honorees have demonstrated exceptional growth while navigating economic uncertainty, inflationary pressure, and a fluctuating labor market. Among the top 500 companies on the list, the median three-year revenue growth rate reached 1,552 percent, and those companies have collectively added more than 48,678 jobs to the U.S. economy over the past three years. For the full list, company profiles, and a searchable database by industry and location, visit: [www.inc.com/inc5000](http://www.inc.com/inc5000). “Making the Inc. 5000 is always a remarkable achievement, but earning a spot this year speaks volumes about a company’s tenacity and clarity of vision,” says Mike Hofman, editor-in-chief of Inc. “These businesses have thrived amid rising costs, shifting global dynamics, and constant change. They didn’t just weather the storm—they grew through it, and their stories are a powerful reminder that the entrepreneurial spirit is the engine of the U.S. economy.” Inc. will celebrate the honorees at the 2025 [Inc. 5000 Conference & Gala](https://events.inc.com/2026incconference), taking place October 22–24 in Phoenix, and the top 500 will be listed in the Fall issue of *Inc.* magazine. **Methodology** Companies on the 2025 Inc. 5000 are ranked according to percentage revenue growth from 2021 to 2024. To qualify, companies must have been founded and generating revenue by March 31, 2021. They must be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2024. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2021 is $100,000; the minimum for 2024 is $2 million. As always, *Inc.* reserves the right to decline applicants for subjective reasons. **About Inc. Inc. is the leading media brand and playbook for the entrepreneurs and business leaders shaping our future. Through its journalism, Inc. aims to inform, educate, and elevate the profile of its community: the risk-takers, the innovators, and the ultra-driven go-getters who are creating the future of business. Inc. is published by Mansueto Ventures LLC, along with fellow leading business publication Fast Company. For more information, visit [www.inc.com](https://c212.net/c/link/?t=0&l=en&o=4369302-1&h=1244537509&u=https%3A%2F%2Fwww.inc.com%2F&a=www.inc.com). **About Charted** Charted clears the path for finance teams with AP Automation solutions built directly into your ERP—no integrations, no extra systems. Gain real-time clarity on every invoice, approval, and payment so you can focus on what really matters. Eliminate manual data entry with AI-powered capabilities and expense accrual automation to accelerate your month-end close. Combine the power of your full ERP dataset with Charted built-in controls to manage the most complex approvals and workflows, producing results at scale. Backed by decades of ERP best practices and expertise, we enable multi-entity, multi-currency workflows to support your AP automation needs anywhere in the world. Charted was born from years of hands-on implementation and consulting experience. With consulting roots and product strength, Charted is your one-stop-shop for everything ERP. To find out more, please visit [www.charted.com](https://www.charted.com/). **Contact Information** Alicia Sgromo Corporate Communications & Content Manager Charted View the original press release [here](https://www.businesswire.com/news/home/20250812829682/en/SquareWorks-Consulting-Ranks-No.-1916-on-the-2025-Inc.-5000-List-of-Americas-Fastest-Growing-Private-Companies). **Topics:** Press Releases --- ### [What's new with Charted: Smarter invoice processing, platform improvements, and more](https://charted.com/blog/whats-new-with-charted-smarter-invoice-processing-platform-improvements-and-more/) **Published:** June 17, 2025 **Author:** Alicia Sgromo **Content:** At Charted, we’re constantly working to improve our NetSuite-native accounts payable (AP) automation platform. This month’s updates focus on expanded automation capabilities, platform improvements and some exciting developments on the horizon. ### Accrual Automation **Expanded account type support** We’ve removed restrictions on offsetting account types in [Accrual Automation](https://charted.com/ap-automation-suite/expense-accrual-automation-for-netsuite/), giving you complete flexibility to handle accruals according to your specific accounting practices. Previously, the system assumed you’d always offset against certain account classifications. Now you can offset against any account type in your chart of accounts. This update is especially valuable for: - Organizations with specialized expense tracking approaches - Companies accruing items that post to non-standard account types - Businesses with unique accounting requirements beyond typical expense workflows Combined with our enhanced type-ahead functionality in dropdown menus (see platform improvement below), finding and selecting the right offsetting account is now both flexible and efficient. ### Payment Automation **International payments coming soon** We’re in the final stretch of development for the upcoming **international payment capabilities** within our [Payment Automation](https://charted.com/ap-automation-suite/payment-automation-for-netsuite/) solution. This expansion will: - **Simplify global transactions** directly within NetSuite - **Provide transparent fee structures** and competitive exchange rates - **Eliminate external payment systems** for international vendors - **Integrate seamlessly** with your existing Charted environment This addition provides a comprehensive payment processing solution—whether you’re paying vendors locally or globally—all without leaving NetSuite. [![](https://charted.com/wp-content/uploads/2025/08/Vendor-onboarding_payment-32x27.webp "Vendor-onboarding_payment - Charted")](https://charted.com/wp-content/uploads/2025/08/Vendor-onboarding_payment.webp)**Streamlined payment status options** We’ve simplified bill payment status options to those which affect payment processing. The updated interface now presents a cleaner, more intuitive workflow that focuses on the actions that matter—creating, approving, and releasing payments efficiently. **Enhanced remittance communication** We’ve also improved payment communication with vendors by clarifying payment dates in remittance emails (now showing actual settlement dates) and adding invoice total as a custom remittance column option for better transparency when credits or adjustments affect payment amounts. ### Platform improvements **Scalable performance for large record sets** We’ve enhanced our system architecture to better support organizations with extensive employee lists (e.g. 4,000+ employees), resolving query limitations that could impact dropdown performance. As part of this improvement, we’ve also implemented **intelligent type-ahead functionality across all dropdown menus**, allowing users to quickly filter through large lists by typing. This combined enhancement means that whether you’re selecting from a small subsidiary list or searching through thousands of employees, the system performs efficiently while making navigation faster and more intuitive. No matter how large your organization grows, Charted scales with you. Ready to explore how Charted can transform your financial operations? [Schedule a consultation](https://charted.com/get-started/) with our team of NetSuite and AP automation experts. **Topics:** AP Automation, Invoice Processing, Payment Processing, Product Updates --- ### [What's new with Charted: Expanded AI control, smarter workflows and more](https://charted.com/blog/whats-new-with-charted-expanded-ai-control-smarter-workflows-and-more/) **Published:** August 21, 2025 **Author:** Alicia Sgromo **Content:** At Charted, we believe accounts payable (AP) teams should drive strategic value, not get buried in manual tasks. Our August updates focus on expanding AI capabilities across AP teams, streamlining month-end processes and delivering user experience enhancements that keep your AP workflows running smoothly. ### Invoice AI: Expanded permissions for AI direction management **Empowering your entire finance team with AI** We’ve made [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning-for-netsuite/) directions more accessible with a new permission structure that separates AI management from administrative roles in NetSuite: - **Role-based AI Access**: Grant the new “Manage AI Directions” permission to specific employees or entire roles—no admin access required to create directions. - **Maintain Separation of Duties**: Senior accountants and AP professionals can now create and optimize AI extraction directions while preserving security boundaries. - **Streamlined Workflow**: Users with this permission can access AI directions settings directly through the gear icon, enabling faster customization of invoice processing. [![](https://charted.com/wp-content/uploads/2025/09/invoice-ai-directions.svg "Document Management in NetSuite: Which option is right for you? - Charted")](https://charted.com/wp-content/uploads/2025/09/invoice-ai-directions.svg)This enhancement empowers the people closest to your invoicing process to leverage natural language AI directions, improving extraction accuracy without compromising control. **Enhanced custom field extraction** We’ve also improved how AI directions handle custom segments that appear at both header and line levels, allowing you to write specific extraction rules for each instance—perfect for complex invoice layouts. ### Accrual Automation: More reliable workflows We enhanced several key workflows in [Accrual Automation](https://charted.com/ap-automation-suite/expense-accrual-automation-for-netsuite/) to ensure month-end processes work as expected: - **Intuitive Amount Filtering**: Changed the way amount filtering works to no longer require both minimum and maximum values—now you can leave either value blank for an open-ended range. - **Zero-value Processing**: Improved the accruals worksheet to properly handle adjustments down to zero. These improvements create a smoother, more reliable month-end experience for finance teams. ### Payment Automation: Expanding global reach Following last month’s launch of [International Payments](https://charted.com/blog/whats-new-with-squareworks-automate-international-payments-launch-advanced-invoice-ai-and-more/), we’re continuing to expand global payment support—welcome our latest addition, Croatia! We’ve also improved vendor identification by adding direct links to NetSuite vendor records, making it easier to distinguish between similar vendor names during payment setup. This expansion reflects our commitment to providing comprehensive [Payment Automation](https://charted.com/ap-automation-suite/payment-automation-for-netsuite/) that works seamlessly within NetSuite, whether you’re paying domestic or international vendors. ### Platform enhancements We’ve addressed several user experience improvements to make daily AP tasks smoother: - **Persistent Scroll Bars**: Both horizontal and vertical scroll bars now remain visible in the inbox and accruals tables, eliminating the need to scroll to the bottom to navigate wide tables. - **Visual Processing Feedback**: The loading indicator has been restored when saving bills after 3-way matching, providing clear confirmation that the system is processing. - **Smarter Vendor Form Selection**: We added a “None” option for vendor onboarding forms to prevent accidental form submissions while collecting vendor information. - **Date Field Improvements**: Vendor onboarding forms now feature formatted date pickers, reducing manual entry errors. - **Seamless NetSuite Updates:** NetSuite’s 2025.2 release is just around the corner. Prior to each NetSuite release, we certify compatibility with the new NetSuite release. We’re happy to report [Charted is compatible](https://docs.charted.com/squareworks-automate/upgrade-process) with NetSuite 2025.2! ### Looking forward These updates reflect our commitment to continuous improvement based on customer feedback. By making AI more accessible, streamlining month-end processes, 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 financial operations? [Schedule a demo](https://charted.com/get-started/) with our team of NetSuite and AP automation experts. **Tags:** Accounts Payable, AP Automation, NetSuite Native **Topics:** Expense Accruals, Invoice Processing, Payment Processing, Product Updates --- ### [SquareWorks is now Charted: Important product updates](https://charted.com/blog/squareworks-is-now-charted-important-product-updates/) **Published:** October 1, 2025 **Author:** Alicia Sgromo **Content:** 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](https://charted.com/). - Our product documentation has moved to [docs.charted.com](https://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: . ### 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 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*](https://docs.charted.com/ap-automation/)*.* **Tags:** AP Automation **Topics:** AP Automation, Product Updates --- ### [We just implemented NetSuite SuiteBilling at Charted—and here’s why you should too](https://charted.com/blog/we-just-implemented-netsuite-suitebilling-at-charted-and-heres-why-you-should-too/) **Published:** March 17, 2026 **Author:** Alicia Sgromo **Content:** ## NetSuite SuiteBilling: Implementation lessons and key features If you’ve ever managed subscriptions, renewals, amendments, or usage-based billing outside of NetSuite, you know the pain: disconnected systems and endless reconciliations. At Charted, we recently faced those challenges head on and decided it was time to bring our own subscription operations into NetSuite using the [SuiteBilling product feature](https://www.netsuite.com/portal/products/erp/financial-management/billing.shtml). Even after implementing SuiteBilling numerous times for customers, rolling it out internally was both validating and energizing. And honestly? It reminded me of every best practice I’ve picked up over the years—and reinforced how powerful it is to keep all financials inside our NetSuite instance. ## Why we made the switch: One system, total visibility, and consistent approvals For years, we used an external subscription management tool to handle recurring billing. It worked, but it created friction: - Billing data lived outside NetSuite. - Amendments caused unruly proration problems. - Revenue recognition was difficult to align. - Teams had to reconcile multiple sources of truth. - Invoice approvals followed a different process than the rest of our financial transactions. NetSuite SuiteBilling changed all of that. Now, all subscription data, billing schedules, amendments, revenue schedules, and reporting live directly inside NetSuite. Even better, we use Charted Approvals for our SuiteBilling invoices—bringing them into the same approval engine as vendor bills, expense reports, and every other financial transaction. ## What NetSuite SuiteBilling helped us improve Implementing SuiteBilling wasn’t just about consolidation. It delivered several high impact improvements across our revenue operations: **1. Improved Revenue Processes** SuiteBilling + ARM transformed our revenue workflow: - We moved revenue out of Excel and into a governed system. - Revenue schedules automatically update based on contract amendments. - Unbilled revenue is now automated. - Billing and revenue stay aligned without manual recalculations. **2. SaaS Metrics Reporting** With contracts, billing, and revenue now native to NetSuite, our SaaS metrics are: - More timely - More accurate - Dramatically easier to generate (MRR, ARR, expansion, churn, etc.) **3. Easier, More Accurate Upgrade Processing** Subscription changes—upgrades, downgrades, extensions—became far easier: - Clear visibility into every amendment - Flexibility to handle different types of changes - Accurate invoicing and revenue adjustments, without manual math **4. Increased Efficiency in Usage Based Billing** Usage based billing is now: - More automated - More consistent - Easier to manage at scale - Fully aligned with revenue recognition ## NetSuite SuiteBilling key features—and the ones that mattered most to us **Subscription & Contract Management** Structure subscription terms, renewals, upgrades, and downgrades directly in NetSuite—no spreadsheets or external systems required. **Flexible Billing Models** NetSuite SuiteBilling supports the models fast-growing companies actually use: - Recurring fees - Tiered or volume pricing - Hybrid (recurring + one‑time + usage) - Milestone or seasonal billing - Usage based billing **Automated, Accurate Invoicing** Billing runs on a schedule, flows through standard NetSuite AR, and maintains full auditability. ## One of our biggest wins: Automated proration for both billing and revenue When you’re using a separate subscription system, proration becomes a monthly math project. Quantity changes mid‑cycle? Upgrades? Partial periods? SuiteBilling eliminates the manual work. **Billing proration** For midcycle amendments, NetSuite SuiteBilling automatically: - Calculates partial period charges/credits - Aligns updates to the billing schedule - Applies adjustments to the next invoice - Creates a clear audit trail **Revenue proration** With ARM, revenue schedules automatically: - Adjust only for the impacted periods - Stay aligned with billing - Maintain ASC 606/IFRS 15 compliance This alone saves us hours each month and removes a major source of accounting risk. ## Lessons learned from implementing NetSuite SuiteBilling ourselves Going through the implementation as the customer reinforced a few things we always tell clients—and added a few new insights: - Design your pricing model first, build second. - Standardize subscription terms wherever possible. - Define amendment rules early—they inform everything. - Keep your item catalog clean and logical. - Document your processes thoroughly. - Clean up your deferred revenue early in the project. And some hard-earned lessons from our own rollout: - Subscription nuance matters. Build extra time for reconciliation and cross system checks. - Renewals impact billing, revenue, and reporting. Thorough renewal testing pays off. And the biggest takeaway? Lean into automation instead of replicating manual processes from legacy systems. ## Who should consider NetSuite SuiteBilling? SuiteBilling is a strong fit for companies that: - Have recurring or subscription based revenue - Want billing, contracts, and revenue in one system - Are expanding into usage based or tiered pricing - Want to eliminate external billing tools - Need more accurate and automated invoicing ## Final thoughts: We’re thrilled we made the move to NetSuite SuiteBilling Bringing subscriptions into NetSuite with SuiteBilling has been a major win for Charted. We eliminated manual reconciliation, improved revenue accuracy, automated usage billing, and brought all invoice approvals into a single, consistent process through Charted Approvals. If you’re considering consolidating systems or cleaning up your subscription billing, SuiteBilling is absolutely worth exploring. Having lived the before and after ourselves, we can confidently say that a unified, NetSuite native subscription and billing process isn’t just easier to use, it’s better for your business long-term. *To see the original version of this post on LinkedIn, please click [here](https://www.linkedin.com/pulse/we-just-implemented-netsuite-suitebilling-chartedand-heres-o-connell-4h7ue/?trackingId=aWBiEUrgSfOaP4WtoUw98w%3D%3D).* --- ### [Beyond templates: How AI directions are revolutionizing invoice processing in NetSuite](https://charted.com/blog/beyond-templates-how-ai-directions-are-revolutionizing-invoice-processing-in-netsuite/) **Published:** July 18, 2025 **Author:** Alicia Sgromo **Content:** Invoice processing has quietly undergone a significant transformation. For a long time, the promise of automation in Accounts Payable (AP) hinged on Optical Character Recognition (OCR). While traditional OCR was designed to end manual data entry by looking for specific information based on established templates, it came with significant limitations. ### The limitations of traditional OCR Traditional OCR has relied on rigid templates, which often break at the simplest change to the layout of an invoice. For organizations with extremely standardized invoices, OCR can result in significant time savings. But for most organizations, where non-standard invoices are common and vendor layouts continually change, process delays and more manual work are the result. This template-based approach proved to be a “one-size-fits-all” solution that simply didn’t cut it. Even with a robust OCR setup, AP teams frequently had to step in for manual exceptions, such as fixing field mismatches, validating totals, or identifying missing data—defeating the very purpose of automation. Furthermore, traditional OCR struggles with complex invoices, such as: - Multi-entry invoices. - Varying purchase order structures. - Non-standard line items. These scenarios are all common for growing businesses. As a vendor base expands, managing and maintaining OCR templates can become a full-time job, especially for global or fast-growing teams, making it difficult to maintain and scale. ### Enter AI directions: Intelligent invoice processing Recognizing these challenges, the initial invoice processing solution from Charted evolved beyond advanced OCR techniques to create Invoice AI, a next-gen solution that leverages the capabilities of artificial intelligence. At the heart of Invoice AI are AI directions, which allow you to fine-tune how vendor invoices are interpreted within NetSuite. **What are Invoice AI Directions?** Invoice AI directions enable you to use simple, natural-language instructions to codify your ideal invoice processing workflow. This means you can use natural language prompts to adjust data extraction for specific vendors or formats, helping to handle exceptions accurately, reduce manual work, and boost efficiency. Instead of relying on rigid templates, AP teams can use an evolving solution to make sense of the data without predefined structures. ### Why AP teams want AI tools - **Accuracy:** AI intelligently extracts and validates invoice data. This eliminates the need for repetitive manual input, drastically reducing human error and freeing up AP teams to focus on exceptions and value-added tasks. - **Efficiency:** AI enables real-time coding, automatic matching, and routing of invoices based on company rules and historical behavior. This results in faster invoice approvals, fewer bottlenecks, and shorter cycle times. - **Scalability:** AI allows AP teams to handle higher transaction volumes with the same workforce. This scalability is especially critical for fast-growing or multi-entity organizations that need to maintain control and efficiency without bloating overhead. ### Beyond efficiency: Reliable data and continuous learning The advantages of AI directions extend far beyond mere efficiency gains, transforming the entire invoice processing workflow. By bringing consistent structure to unstructured bill data, strategic insights naturally emerge. A key benefit is that Invoice AI was designed to live directly inside NetSuite, ensuring that data is available within saved searches and reports the moment it’s captured. This eliminates integration bottlenecks and delivers insights immediately. Custom fields populated by AI directions can be pulled into dashboards, monthly reports, and year-end financial reviews, providing a comprehensive and accessible view of AP data. Traditional OCR from Charted was designed to eventually get smarter over time; Invoice AI takes a superior OCR product and takes it to the next level in auto-learning. If you correct an invoice once, the system doesn’t just remember that specific update; it begins to learn the patterns that make up your business operations. As you process subsequent invoices, the system starts suggesting improvements for you, automatically allocating expenses to the right department or class, which is especially useful for complex, multi-line invoices with multiple general ledger (GL) codes. With every invoice processed, the AI gains a deeper understanding of each vendor’s unique patterns and quirks, making future processing even more accurate. **Transforming AP into a strategic function** If you’re still relying on template-based OCR or, worse, manual data entry, this outdated legacy approach will end up holding your business back. The future of AP isn’t just about more efficient processing; it’s about transforming AP into a strategic function that gathers deep insights without extra effort. [![](https://charted.com/wp-content/uploads/2025/07/Beyond_Templates_OnDemand_Webinar_CTA_Banner-1-32x11.webp "Beyond_Templates_OnDemand_Webinar_CTA_Banner - Charted")](https://lp.charted.com/webinar-registration-how-ai-directions-transform-invoice-processing-in-netsuite) **Topics:** AI, AP Automation, Invoice Processing --- ### [Charted CEO accepted into Forbes Boston Business Council](https://charted.com/blog/charted-ceo-accepted-into-forbes-boston-business-council/) **Published:** May 24, 2018 **Author:** bb-admin **Content:** [![](https://charted.com/wp-content/uploads/2025/09/300x250-Blue-FBOSCx2.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/300x250-Blue-FBOSCx2.webp) We’re delighted to announce that Bernardo Enciso, CEO of Charted, formerly SquareWorks Consulting, has been accepted into the Forbes Boston Business Council, an invitation-only community for Greater Boston business owners and leaders. Bernardo joins other Forbes Boston Business Council members, who are hand-selected, to become part of a curated network of successful peers and get access to a variety of exclusive benefits and resources, including the opportunity to submit thought leadership articles and short tips on industry-related topics for publishing on Forbes.com. *“I am honored to be part of this community of business professionals who look to bring their experiences to a wider audience through the Forbes publication. I very much look forward to collaborating with everyone in the network and to share my insights through the Forbes.com platform”* said Bernardo Enciso. Scott Gerber, founder of Forbes Councils, says, “*We are honored to welcome Bernardo Enciso into the community. Our mission with Forbes Councils is to curate successful professionals from every industry, creating a vetted, social capital-driven network that helps every member make an even greater impact on the business world.*” For more information about Forbes Boston Business Council, visit [forbesbostoncouncil.com](http://forbesbostoncouncil.com). To learn more about Forbes Councils, visit [forbescouncils.com.](https://councils.forbes.com/) **About Charted** Charted clears the path for finance teams with AP Automation solutions built directly into your ERP—no integrations, no extra systems. Gain real-time clarity on every invoice, approval, and payment so you can focus on what really matters. Eliminate manual data entry with AI-powered capabilities and expense accrual automation to accelerate your month-end close. Combine the power of your full ERP dataset with Charted built-in controls to manage the most complex approvals and workflows, producing results at scale. Backed by decades of ERP best practices and expertise, we enable multi-entity, multi-currency workflows to support your AP automation needs anywhere in the world. Charted was born from years of hands-on implementation and consulting experience. With consulting roots and product strength, Charted is your one-stop-shop for everything ERP. To find out more, please visit [www.charted.com](https://www.charted.com/). --- ### [NetSuite troubleshooting 101: Chart of accounts, dropdown lists, and more](https://charted.com/blog/netsuite-troubleshooting-101-chart-of-accounts-dropdown-lists-and-more/) **Published:** October 24, 2025 **Author:** Alicia Sgromo **Content:** Navigating NetSuite efficiently and resolving issues quickly are key to maximizing productivity. To help users optimize their experience, here are some easy and helpful tips and tricks to keep in mind when working with unused General Ledger (GL) accounts, making dropdown lists, and working with accurate data in NetSuite. These insights are designed to make your NetSuite user experience smoother and more effective. ### NetSuite navigation and troubleshooting tips: - **Unused GL accounts?** NetSuite includes a predefined list of accounts within the Chart of Accounts (COA) that often cannot be deleted or inactivated. The best practice is to leverage as many of the predefined accounts as possible—but there will often be several accounts leftover that you do not need or want at the top of your COA list in NetSuite. To reduce their visibility, a useful strategy is to assign them a very high account number, one that is much higher than any account numbers you have in your COA. This will move these accounts to the bottom of the list, making them less visible and reducing the likelihood of accidental selection. [![](https://charted.com/wp-content/uploads/2025/10/image-1-32x11.webp "image - Charted")](https://charted.com/wp-content/uploads/2025/10/image-1.webp)- **Make dropdown lists double-chevron searchable lists.** To enhance the usability of dropdown lists, you can enable search functionality, instead of manually scrolling, by updating your personal preferences or by updating the company’s general preferences. Specifically, you can reduce the maximum number of entries allowed in dropdowns. By setting this preference, any dropdown list containing more values than the specified number will automatically gain the ability to search for values. [![](https://charted.com/wp-content/uploads/2025/10/image-32x17.webp "image - Charted")](https://charted.com/wp-content/uploads/2025/10/image.webp)- **Troubleshooting Tip:** When troubleshooting issues in NetSuite, such as an error related to insufficient role permissions, you might find that changes you’ve made don’t immediately take effect. To ensure these updates are applied, it is often necessary to log out of NetSuite or clear your browser cache. Implementing this simple step as part of your standard protocol, when you believe you’ve resolved a problem, can significantly save time in retesting and confirming the fix. By implementing these navigation and troubleshooting tips, you can significantly enhance your NetSuite experience. For more information on efficiently using NetSuite when streamlining CSV imports, searching, customizing your preferences or efficiently deleting records, check out our [previous NetSuite Tips and Tricks blog](https://charted.com/blog/netsuite-tips-and-tricks-from-the-experts-at-charted/). **Tags:** NetSuite Implementation, NetSuite Support **Topics:** NetSuite Consulting, NetSuite Optimization --- ### [What’s new with Charted: Rebrand launch, Touchless Invoice Processing, and expanded global capabilities](https://charted.com/blog/whats-new-with-charted-rebrand-launch-touchless-invoice-processing-and-expanded-global-capabilities/) **Published:** October 16, 2025 **Author:** Alicia Sgromo **Content:** 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](https://charted.com/blog/squareworks-is-now-charted-important-product-updates/) 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](https://charted.com/ap-automation-suite/invoice-processing-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](https://charted.com/get-started/) to join the program. ##### Expanded language support [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) 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](https://charted.com/ap-automation-suite/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 160+ 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](https://www.charted.co/get-started/) with our team of NetSuite-certified experts. **Tags:** AP Automation, Invoice Management, Product Updates **Topics:** Accrual Automation, AP Automation, International Payments, Invoice Automation --- ### [Can you detect a fraud attempt? ](https://charted.com/blog/can-you-detect-the-fraud-attempt-take-our-quiz/) **Published:** April 1, 2025 **Author:** Anna Wright **Content:** Constant vigilance is a necessary requirement from accounts payable (AP) professionals when it comes to finding discrepancies, matching records and ensuring nothing looks out of place—often the only indicator a fraud attempt is being made. Fraud can be difficult to detect, and new types of threats are constantly emerging. Test your knowledge and brush up on different fraud scenarios with our latest [quiz](https://charted.com/blog/qsm_quiz/can-you-detect-the-fraud-attempt/)! ### How you can protect your AP process from fraud Fraudsters exploit manual processes, urgency and slight inconsistencies to slip fraudulent invoices and payment requests past busy finance teams. Even worse, AP professionals are already swamped handling the day-to-day of accounts payable, with tight deadlines for detailed work, making errors and fraudulent activity harder to spot. With Charted automating key controls to catch these issues before they turn into financial losses, systems are more secure and employees have greater bandwidth to catch irregularities by automating repetitive work. - ****[Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/)**** duplicate detection automatically flags invoices with matching details, helping prevent duplicate payments and fraudulent resubmissions. - ****[3-Way Matching](https://charted.com/ap-automation-suite/real-time-3-way-match/)**** aligns invoices with purchase orders and receipts before approval, reducing the risk of paying for goods or services that were never received. - ****[Approval Automation](https://charted.com/ap-automation-suite/approval-automation/)**** creates workflows for invoices, bill payments and payment method changes to ensure no unexpected vendor updates or large payments go through without proper oversight. - ****[Payment Automation](https://charted.com/ap-automation-suite/payment-automation/)**** ensures funds are only sent to verified (using two-factor authentication) vendors on file, preventing fraudsters from diverting payments to unauthorized accounts. With Charted AP Automation, you gain fraud-resistant workflows that reduce human error, minimize risk, and ensure payments are secure. Want to learn more about preventing fraud in your AP organization? Download our fraud eBook for more information here: [![](https://charted.com/wp-content/uploads/2025/04/Fraud_Proof_eBook_CTA_Banner-32x11.webp "Fraud_Proof_eBook_CTA_Banner - Charted")](https://lp.charted.com/ebook-download-fraud-proof-your-accounts-payable-process-a-modern-guide-to-staying-ahead-of-risk) **Topics:** AP Automation, Payment Processing --- ### [NetSuite CSV Imports Series: Tips and Tricks to Improve Your Data Experience, Part Four](https://charted.com/blog/netsuite-csv-imports-series-tips-and-tricks-to-improve-your-data-experience-part-four/) **Published:** February 5, 2020 **Author:** bb-admin **Content:** *This is Part Four in a series. Click to read [Part One](https://charted.com/blog/netsuite-csv-imports-series-tips-and-tricks-to-improve-your-data-experience-part-one/), [Part Two](https://charted.com/blog/netsuite-csv-imports-series-tips-and-tricks-to-improve-your-data-experience-part-two/), and [Part Three](https://charted.com/blog/netsuite-csv-imports-series-tips-and-tricks-to-improve-your-data-experience-part-three/).* ### Part Four: CSV Import Best Practices, a Real World Example, and the Conclusion For the final installment of our CSV Imports Series, we have compiled some of the best practices, as well as a real world example of this process, to follow for success when using this functionality. ### CSV Import Best Practices Make sure your imports are processed successfully and correctly the first time around by following these key steps: 1. Copy and “Paste-as-Values” your CSV file data into a new worksheet before importing. - This ensures that your import file does not contain any formulas/blank cells. 2. Use internal IDs for keyed values. - Internal IDs reduce the risk that imports will fail due to a mismatch between values on the CSV file and values in NetSuite. 3. Save your CSV imports, especially when they are being used as part of a larger project. - Saving your imports helps ensure that multiple import iterations for the same data set are processed in the same way and helps speed the overall import process. Remember to share your saved CSV imports as a final step if you expect other users to access them! Imports can be shared by navigating to Setup > Import/Export > Saved CSV Imports and clicking on the “Access” link next in the appropriate row: ![](https://charted.com/wp-content/uploads/2025/09/Part-4-Image-3a.webp "- Charted") ![](https://charted.com/wp-content/uploads/2025/09/Part-4-Image-3b.webp "- Charted") 4. Use the CSV Response file to troubleshoot import errors. - NetSuite automatically generates a response file, which can be found on the CSV Job Status page, for all imports. Response files for failed imports contain failure reasons, which can be useful when troubleshooting. ![](https://charted.com/wp-content/uploads/2025/09/Part-4-Image-4.webp "- Charted") 5. Be sure to create a record of existing values prior to updating historical data. - Using saved searches to document historical data can help with troubleshooting/restoration should anything go wrong. ### CSV Imports – A Real-World Example Recently, Charted set up an “integration” for one of its clients between an external expense report management platform and NetSuite using CSV imports. Below are the client requirements and our solution: Requirements - The client required an easy and efficient way to import expense reports, created and approved in a third-party platform, into NetSuite so that they could be paid via the regular A/P process. - The client required that the import be reliable and easily repeatable, and that it require little-to-no manual intervention on the part of a user. The Charted Solution - Charted worked with the third-party provider to configure an on-demand report, available to specific users in the external expense reporting platform, designed to create a CSV file in exactly the format and containing exactly the data points required to import expense reports into NetSuite. - Charted configured a saved CSV import based on the data contained in that file. - Charted shared that saved CSV import with the appropriate NetSuite users. The above created, in effect, an “integration” between the client’s expense report application and NetSuite. Expense reports created and approved in the third-party platform may now be “synced” to NetSuite via a simple and repeatable export and import, requiring almost no input from a user. Best of all, the solution required no scripting or development work, and should require only minimal ongoing maintenance. ### Conclusion As you can see through this series, the NetSuite CSV import engine is a powerful tool from which any company using NetSuite can benefit. With a little training and guidance, even non-technical users can learn to use the engine successfully, greatly improving their accuracy and efficiency when maintaining/updating data or entering records containing many data points. NetSuite has also provided several security mechanisms to help ensure that the CSV import engine is accessed only by authorized users for appropriate purposes, making it easy to deploy the tool to a broad range of users without great risk. Finally, the import engine can serve as an easy-to-implement foundation for basic integrations, something that can help avoid costly development time and ongoing script maintenance. More detailed information on configuring and processing CSV imports can be found in SuiteAnswers and, as always, the team at Charted are happy to answer any questions you may have. Happy importing! **Topics:** NetSuite Consulting, NetSuite Implementation --- ### [NetSuite CSV Imports Series: Tips and Tricks to Improve Your Data Experience, Part One](https://charted.com/blog/netsuite-csv-imports-series-tips-and-tricks-to-improve-your-data-experience-part-one/) **Published:** December 18, 2019 **Author:** bb-admin **Content:** *This is Part One in a series. Click to read [Part Two](https://charted.com/blog/netsuite-csv-imports-series-tips-and-tricks-to-improve-your-data-experience-part-two/), [Part Three](https://charted.com/blog/netsuite-csv-imports-series-tips-and-tricks-to-improve-your-data-experience-part-three/), and [Part Four](https://charted.com/blog/netsuite-csv-imports-series-tips-and-tricks-to-improve-your-data-experience-part-four/).* ### Introduction Have you ever sat down – ready to start a project – and noticed the teeming data waiting to be imported? As anyone who has worked with business systems and databases knows, there are times when it is necessary to create or update records in bulk, or to create individual records that contain many different data points. Both tasks can be tedious and time-consuming if done via the user interface in your NetSuite environment. Enter NetSuite’s CSV import engine: ![import assistant steps](https://charted.com/wp-content/uploads/2025/09/squareworks_import_Assistant_screenshot.webp "- Charted") Follow this series to learn how to expedite the process of uploading data by using this function. Included as part of NetSuite’s core functionality, the engine allows for the creation and editing of NetSuite records in bulk via the import of a pre-formatted CSV (comma-separated values) file. CSV files are easily generated via Excel – more information on generating CSV files can be found here: [Save-As in Excel](https://support.office.com/en-us/article/Save-a-workbook-in-another-file-format-6A16C862-4A36-48F9-A300-C2CA0065286E) ### Topics Covered To improve your import process, we will be releasing a four part series that will look at the following topics: 1. Who are the **target users** of CSV imports? 2. What are the most **common use cases** for CSV imports? 3. What are some of the **limitations** of CSV imports? 4. How do **scripts** and **workflows** interact with CSV imports? 5. What **security** can be applied to CSV imports? 6. What are some of the **common pitfalls** encountered by users when processing CSV imports? 7. What are considered key CSV import **best practices**? This week, we will begin with an introduction of how to use the import engine, the target users of the process, and some common use cases to help you visualize where this function can help. ### How-To-Use the Import Function In order to utilize the import engine, pictured above, NetSuite users must perform the following steps: 1. Create a CSV file that contains, as headers, both the fields required by NetSuite for the record type in question as well as any other fields destined to be populated/updated. 2. Verify that the data contained in the CSV file is in the format required by NetSuite. 3. Launch the import engine from within NetSuite and perform the following: - Select the pre-populated and saved CSV file. - Choose whether the import is intended to add, update, or add or update records in NetSuite. - Map the fields on the CSV file to the appropriate fields in NetSuite. - Process the import. ### CSV Import Target Users Next, we will look at who the target users of this CSV Import functionality are in your organization. The CSV import engine is a powerful tool and can be useful in many different business situations. As a result, there are several different categories of users who can benefit from access to the engine: 1. System Administrators - Sys Admins are regularly required to perform routine updates to existing data and to import new records generated via external lists or systems. The CSV import engine can help streamline and simplify these tasks. 2. Power Users - Employees identified as “power users” are often asked by colleagues to assist with tasks such as importing into NetSuite a purchased list of leads or transactions that contain many lines. For such users, the CSV import engine can prove to be an indispensable tool. Organizations that utilize the engine often designate a power user or users per department or functional area so that employees do not need to ask IT or their system administrator to process imports. 3. Data Managers - Employees tasked with managing and maintaining an organization’s data are often the heaviest users of the import engine. Data managers most frequently work with a large number of records, often across several different record types, and cannot afford the time it would take to process updates and maintenance via the UI. 4. Any user who regularly creates transactions containing many lines. - While not all users will be comfortable using the import engine (and not all users should be permitted access to the import engine), those who are tasked with regularly entering transactions that contain a large number of lines often benefit from using the tool. Some of these transactions include allocation JEs, Sales Orders, and POs. The decision as to whether general users should be granted access to the import engine should be made on an organization-by-organization and employee-by-employee basis. ### CSV Import Common Use Cases Finally, we will look at some common use cases to help you visualize where this can best streamline your current business processes. CSV imports can prove useful in many scenarios, but the following are the most common for which it is employed: 1. Bulk Record Creation - The import engine is indispensable when the creation of records in bulk is required for a project, such as migrating data as part of a NetSuite implementation. In such cases the bulk creation of tens- or even hundreds of thousands- of records is often required. 2. Bulk Updates to Existing Records - The import engine can prove useful when a specific data point needs to be updated across many records. For example, an import can be used to add a Purchase Approval Limit to all employee records after the deployment of a Purchase Order Approval workflow utilizing that field. 3. Creation of Transactional Records Containing Many Lines - As discussed previously, records such as allocation JEs and large sales orders can be processed much more efficiently via import than via the UI. 4. Integrations - This is an often-overlooked use case of the import engine. CSV imports can be used to “integrate” external systems that are capable of exporting data in a CSV file with NetSuite. This process can even be automated using NetSuite’s CSV Integrator tool (see here: [CSV Integrator](https://www.netsuite.com/portal/pdf/suitesolutions-csv-integrator.pdf) for more details). For more information regarding the CSV Import process steps and other information discussed above, go to [SuiteAnswers](https://www.netsuite.com/portal/landing/suiteanswers.shtml) and search for “CSV Imports.” Check out [part two](https://charted.com/blog/netsuite-csv-imports-series-tips-and-tricks-to-improve-your-data-experience-part-two/) of the CSV Import series covering the limitations of the process, as well as common pitfalls our consultants have come across. This part will prepare you for using the process and identify mistakes to avoid when you’re getting started. **Topics:** NetSuite Consulting, NetSuite Implementation --- ### [What’s new with Charted: Smarter invoice processing, AP dashboard portlet, and more ](https://charted.com/blog/whats-new-with-charted-smarter-invoice-processing-ap-dashboard-portlet-and-more/) **Published:** April 17, 2025 **Author:** Anna Wright **Content:** At Charted, we’re committed to delivering continuous improvements to our NetSuite-native accounts payable (AP) automation platform. The following recent enhancements are designed to further streamline your accounts payable processes so your team can put more focus on strategic initiatives rather than manual processes. ### Invoice AI enhancements: Smarter invoice processing [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning-for-netsuite/) is our next-gen OCR designed to process invoices faster and more accurately, reliably handling even your most unique vendor invoice formats. **Improved line-level data extraction** Processing invoices with complex table structures can be challenging for any automation system. Invoice AI has been enhanced to better handle these complex tables, providing more accurate line-level data extraction. This improvement means: - More precise capture of line items, unit prices and quantities - Better handling of nested tables and irregular formatting - Reduced need for manual corrections during invoice review **Subsidiary field** **updates directly from the Inbox** We understand the importance of efficient data management, especially when working with invoices across multiple subsidiaries. With our latest update, you can now update the subsidiary assigned to an invoice directly within the Inbox. Simply click the actions menu and select “Update Fields” to modify the subsidiary without leaving your current view. Available subsidiaries are automatically filtered based on your NetSuite user role permissions, ensuring proper access controls. **Extended multi-currency support** For organizations operating globally, we’ve extended our multi-currency support by displaying the corresponding currency symbol in the Inbox amount column. This enhancement provides immediate visual confirmation of the invoice currency, reducing potential confusion when processing invoices from various regions. **New AP dashboard portlet** We’re excited to introduce a new [AP Dashboard Portlet](https://docs.charted.com/squareworks-automate/automate-faqs/invoice-ai-setup-and-configuration/how-do-i-see-the-automate-portlet-on-my-home-dashboard) that can be added directly to your NetSuite home dashboard. This powerful addition provides: - At-a-glance visibility into your invoice processing status - Quick access to bills requiring review, submission or approval - Streamlined navigation directly into Charted - Real-time counts of items requiring attention This dashboard enhancement helps finance teams stay on top of their accounts payable workload without navigating away from their NetSuite home screen, saving valuable time and ensuring nothing falls through the cracks. [![](https://charted.com/wp-content/uploads/2025/07/Payment-Methods-32x18.webp "Payment Methods - Charted")](https://charted.com/wp-content/uploads/2025/07/Payment-Methods.webp)### Payment automation: Enhanced control and branding Our [Payment Automation](https://charted.com/ap-automation-suite/payment-automation-for-netsuite/) feature is designed to streamline your accounts payable process with the most efficient and secure way to send payments, all without leaving NetSuite. **Company logo in payment remittance emails** First impressions matter, even in payment communications. You can now include your company logo in payment remittance emails that automatically go out to vendors. This enhancement creates a more professional, branded experience for your vendors and reinforces your company identity. **Improved payment release experience** We’ve enhanced the ‘Release Payments’ functionality to group transactions by business entity and aggregate the total amount for all currently selected payments. This improvement provides: - Better visibility into payment batches - Clearer understanding of payment totals by business entity - More efficient review and approval process **Advanced Vendor Onboarding updates for payments** We’ve enhanced our [Advanced Vendor Onboarding](https://charted.com/ap-automation-suite/advanced-vendor-onboarding-for-netsuite/) capabilities to better support the payment process, creating a more seamless experience from vendor setup to payment execution. - Automate payment method can now be captured during vendor onboarding - Enhanced bank routing number validation for greater accuracy in payment setup **Coming soon: Cross-border payments** We’re excited to share that we’re actively developing cross-border payment capabilities, with plans to release this upgrade to our Payment Automation solution in the coming months. This new functionality will: - Simplify international transaction processing directly within NetSuite - Expand global payment options without requiring external systems - Provide transparent fee structures and competitive exchange rates - Integrate seamlessly with existing Charted environments This addition will provide a true end-to-end solution for all your vendor payment processing, whether domestic or international. If you’re a current customer, click [here](https://charted.com/get-started/) to **request access**! ### Looking forward Ready to explore how the complete [Charted platform](https://charted.com/ap-automation-suite/) can transform your financial operations? [Schedule a consultation](https://charted.com/get-started/) with our team of NetSuite and AP automation experts. **Topics:** AI, AP Automation --- ### [Navigating the post "Go-Live" journey with Charted: What comes next? ](https://charted.com/blog/navigating-the-post-go-live-journey-with-charted-what-comes-next/) **Published:** May 6, 2025 **Author:** Alicia Sgromo **Content:** After completing a NetSuite implementation, what’s next? Michaela, a Senior NetSuite Functional Consultant at Charted, shares a timeline to guide you through the crucial steps after your “Go Live” moment. With nearly four years of experience in ERP implementation and optimization, I’ve helped businesses navigate the post-implementation phase—a period often overlooked yet critical for long-term success. At Charted, we know the real value of NetSuite comes from its continued improvement and alignment with business growth. In a previous post, I highlighted effective strategies for a smooth and successful NetSuite implementation. Drawing from my experience, I offered insights into overcoming common challenges and setting up systems for success. [Check it out](https://charted.com/blog/successfully-implementing-netsuite-a-consultants-perspective/) for some practical tips. At Charted, we understand that the true measure of success in a NetSuite ERP implementation isn’t just about going live – it is about long–term success, efficiency and sustainability. After the initial excitement of “Go Live”, the real work begins i.e., continuous improvement and optimization to ensure the solution supports ongoing business growth. Here’s a brief timeline of what to expect after your implementation has been completed. ### 1. The early stages: Stabilizing the system For the first 30 days post Go Live, the Charted implementation team remains involved with clients to ensure any immediate issues are resolved. - **Monitoring & troubleshooting:** During the first few weeks, Charted keeps a close eye on NetSuite’s performance. We monitor workflows, scripts and business processes to ensure everything is functioning as expected. If any performance issues arise, our team addresses them swiftly to ensure minimal disruption. ### 2. End user support: Empowering your team to succeed While we’ve likely done extensive training during the implementation phase, post-Go Live is when true user adoption begins to take shape. - **On-demand training & resources:** We offer tailored support for end-users as part of [Charted Premium Support](https://charted.com/services/netsuite-managed-services/) and consultants are happy to offer refresher courses, one-on-one sessions, and bi-weekly check-ins. This helps your employees feel more confident and supported as they learn to navigate the new system. - **User feedback & engagement:** After Go Live, it’s essential to engage with end users who are interacting with NetSuite daily. We encourage feedback to gauge any pain points or areas where users might feel they need additional support. This feedback is used to refine workflows and help users get the most out of the system. ### 3. Fine-tuning: Aligning NetSuite with evolving needs Once the system is in active use, Charted Premium Support team works with clients to analyze and potentially refine their NetSuite environment. - **System adjustments & customizations:** During the post-Go Live phase, you might find that certain processes need adjustments. Charted helps clients fine-tune workflows, customize dashboards, and/or implement additional features to align NetSuite even more closely with business needs. We continue to strike the balance between utilizing out-of-the-box capabilities and customizing when necessary to avoid over-complicating the system. ### 4. Reporting: Harnessing data for business intelligence One of NetSuite’s most powerful features is its robust reporting and data analytics capabilities. Post-Go Live, it’s important to ensure data integrity and optimize reporting to help guide decision-making. - **Data validation & cleanup:** As data enters the system, Charted works with clients to ensure it remains clean, accurate, and up to date. We assist in running data checks to ensure that all the information in the system is correct and reflects real business activities. - **Enhancing reporting & dashboards:** After Go Live, Charted helps clients refine their dashboards, saved searches, and reports, ensuring they reflect real-time data in ways that align with business objectives. We tailor reports to help businesses extract actionable insights that drive informed decision-making. ### 5. Ongoing system maintenance: Keeping NetSuite running smoothly NetSuite is a cloud-based solution, meaning it receives regular updates and enhancements from Oracle. However, regular maintenance on your side is crucial to make sure the system remains aligned with your evolving business needs. - **Staying current with NetSuite updates:** Oracle NetSuite releases new updates on a bi-annual basis, which may include new features, security patches, and system enhancements. Charted Premium Support team helps clients stay informed about updates via Upgrade Impact Assessments. These reviews assess whether the client should adopt changes immediately or begin planning for future implementation. ### 6. Long-Term success: Strategic planning for business growth At Charted, we’re committed to our clients’ long-term success. Post-Go Live, we help clients use NetSuite as a strategic tool to drive growth, innovation, and efficiency. - **Strategic advisory services:** We go beyond just technical support; we act as a trusted advisor to help clients align their NetSuite investment with their broader business strategy. Whether it’s expanding to new markets, improving supply chain management, or increasing operational efficiency, Charted ensures that NetSuite remains a key asset in achieving your business goals. ### The journey doesn’t end at Go Live At Charted, we believe that a successful NetSuite implementation isn’t just about hitting the “Go Live” button – it is about continuous improvement, constant optimization, and ongoing support. Post-Go Live, we work closely with clients to ensure that NetSuite evolves with their business, helping them unlock new efficiencies, make data-driven decisions, and achieve long-term success. Want more tips for a successful NetSuite implementation? Watch our on-demand webinar [here](https://lp.charted.com/webinar-registration-planning-your-netsuite-project) featuring a CFO who’s led three NetSuite implementations. ![](https://charted.com/wp-content/uploads/2025/06/NSImplementation_OnDemand_Webinar_CTA_Banner-32x9.webp "NSImplementation_OnDemand_Webinar_CTA_Banner - Charted") **Topics:** NetSuite Consulting, NetSuite Implementation --- ### [NetSuite Services 101: How to organize your internal team for a successful NetSuite implementation](https://charted.com/blog/netsuite-services-101-how-to-organize-your-internal-team-for-a-successful-netsuite-implementation/) **Published:** June 24, 2025 **Author:** Alicia Sgromo **Content:** When partnering with Charted on a new NetSuite implementation, there are some key things you can do to help guarantee the success of your project. This includes clearly defining roles and responsibilities, ensuring all relevant stakeholders are aligned on the goals of the project, verifying the company has identified its pain points and how it expects migration to NetSuite to solve them, identifying a project champion, incorporating change management into the project plan and being realistic about the time required from project participants. Oftentimes, spending a little extra time planning will ensure fewer issues when executing the project. ### The key players For a high-quality NetSuite implementation, you first need all the right people at the table. Depending on company size and industry, this might include the CFO, controller, finance department heads and members of the operations team like the COO or warehouse manager. The key is to get everyone who has a hand in overseeing finance and operations for the organization involved from day one. Depending on company size, this could include a handful of finance pros to upwards of 30 people from across several departments. The Charted team always includes a project sponsor, a solution architect who works with your team to design the entire solution, a technical consultant, a functional consultant to build process tools and a project manager to keep everyone on time and within budget. ### Initial discovery With everyone in the room, it’s time to outline your organization’s current state, identify pain points, discuss future-state needs and set project goals. This part of the process usually consists of the Charted consultants asking a lot of high-level questions, such as: - What must-haves are on your list? - What nice-to-haves are on your list? - What does your leadership expect from this project? - How much change management will end users require? - What do you like about your current system or processes? - What do you dislike about your current system or processes? - What are your key pain points? - What roles and responsibilities have you assigned to members of your team? Answering these questions clearly and completely is essential to establishing a good foundation for a successful NetSuite project and to ensuring all participants understand the project goal, their role in the work and the ideal end-state. ### The NetSuite consulting process Once the critical players are in place and the project foundation is laid, the Charted team will identify a detailed timeline, set weekly status meetings, and schedule key project activities. These activities, conducted by business process area, include: - Identifying key users and roles - Reviewing/confirming requirements - Constructing a solution design to meet those requirements - Configuring NetSuite based on that solution design - Importing data - Conducting an end-to-end walkthrough of the configured system - Preparing for and supporting user acceptance testing - Building and executing on a detailed system cutover plan Clients will focus on the following: - Spending ample time testing processes and work streams - Validating inputs and outputs - Reviewing migrated data to make sure everything is correct - Ensuring the overall system meets their needs Project managers from both sides will work together closely to ensure the project adheres to its predefined timeline, scope and budget. For data migration best practices, also read: [Mastering Data Migration for a Seamless NetSuite Implementation](https://charted.com/mastering-data-migration-for-a-seamless-netsuite-implementation/) A NetSuite implementation project can take 3 – 12 months, depending on the size and nature of your business. Common areas of focus for 90 – 100-day implementations include Record to Report (GL), Procure to Pay (AP), Order to Cash (AR), and Design to Build (items and inventory). ### The project close When an implementation project ends, how will you gauge its success? Charted consultants will lead the team through a project close-out to assess success and ask follow-up questions such as: - Did we address the established goals? - Can end-users successfully operate in the new system? - Have we achieved good adoption across the organization? - Did we do this on time and on budget? - Do we have a roadmap for future improvements? ### Continuous improvement A NetSuite implementation shouldn’t be considered a one-and-done effort. Continuous improvement of your environment will only increase the system’s usefulness and bring your organization added value and ROI. Many Charted implementation clients choose to continue a partnership via Charted Premium Support for basic system administration, troubleshooting and analytics. Charted consultants also offer [optimization projects](https://charted.com/netsuite-optimizations/), which can be used to address a specific process improvement, provide end-user training or execute the implementation of a new module. Whatever the circumstance, Charted is here to make sure your organization leverages the power of NetSuite to the greatest extent possible. Time, resources and expertise are required to fully implement any ERP, which is why choosing the right partner is essential. [Charted](https://charted.com/) is a premier NetSuite consulting firm, bringing a decade of NetSuite-specific experience from a fully NetSuite-certified team to the table. With additional industry expertise in areas like software, biotech, and wholesale distribution, the Charted team is optimally positioned to execute your NetSuite project for the lowest cost, in the least amount of time, in a way that fully meets your needs and sets your team up for success. [![](https://charted.com/wp-content/uploads/2025/06/NSImplementation_OnDemand_Webinar_CTA_Banner-32x9.webp "NSImplementation_OnDemand_Webinar_CTA_Banner - Charted")](https://lp.charted.com/recording-planning-your-netsuite-implementation) **Topics:** NetSuite Consulting, NetSuite Implementation, NetSuite Managed Services --- ### [The importance of metrics: The business case for investing in AP automation](https://charted.com/blog/the-importance-of-metrics-the-business-case-for-investing-in-ap-automation/) **Published:** July 8, 2025 **Author:** Alicia Sgromo **Content:** Financial key performance indicators (KPIs) are important for any organization—without them, there is no understanding of the financial health of a company. Strategic decision-making cannot happen without accurate and up-to-date financial data backing up decisions, and planning and forecasting becomes a shadowy attempt. But what about accounts payable? ### The broken loop of accounts payable Often overlooked and underinvested, accounts payable, or AP, teams can be left to languish with outdated software and stuck in obsolete processes without intervention. It may seem unlikely, but many AP teams remain in technological darkness. According to the recent 2025 report from the [Institute of Financial Operations and Leadership’s Accounts Payable Automation Trends 2025](https://acarp-edu.org/accounts-payable-automation-trends-2025/), AP teams are spending more time than ever on processing tasks; 63% are spending 10 hours a week on invoices, and 66% of teams are still manually entering invoices. Shockingly, **10% of teams reported still relying entirely on paper documents**. So how do teams track KPIs when they are still relying on paper documents, manually uploading AP data into inefficient software, and often don’t even know where to start? This is where the business case for AP automation comes in. ### The first step of AP automation Implementing automation for an ERP system like NetSuite can do more than unlock automation; often the process of establishing automation prompts teams to understand where exactly their processes need to be improved. It is this first step that can be the catalyst to so many other improvements for an AP team and help them discover what they need to be tracking to understand the state of their financial operations. KPIs that are commonly tracked to determine the effectiveness of accounts payable automation include: - Total number of payments - Total $ amount of payments - Days payable outstanding - Percentage of invoices paid on time - Invoice exception rate - Early payment discounts captured - AP Aging report - Duplicate payments rate - Total or percentage of invoices going straight through (for highly automated organizations) - Invoice queues - Taxes outstanding - Invoices received but not invoices by month-end For more information on KPIs and understanding the importance of AP metrics, check out this blog from the Institute of Finance and Management [here](https://www.iofm.com/ask-the-expert/kpis-and-automation-facilitate-reporting-in-the-current-economy). If you’re not tracking these KPIs, your organization can miss out on significant benefits. Rebates and discounts for early payments, eradicating late fees, avoiding delays—these are all areas where improvements can net significant monetary savings. In addition, streamlining the approvals process and updating vendor information can lead to significant gains in time savings for your AP team; these processes can be aided by the creation of back-ups and hierarchies to ensure work is continuously being done even when employees are out of the office. Even just automating one of these functions can give AP professionals dozens of hours or even multiple days back. When considering the investment into accounts payable automation, the question to ask yourself is: what could your team do with multiple days back? ### Future-proofing your AP operations The reality of modern accounts payable is that without even the most basic forms of automation, your financial operations are being set up to fail. Organizations cannot grow without empowering their AP teams to be able to scale appropriately—and human labor simply cannot make up for the increase in work without automated processes in place. Inaccurate data is another key consideration; reporting from [Gartner](https://www.gartner.com/en/newsroom/press-releases/2024-02-21-gartner-survey-shows-that-a-third-of-accountants-make-several-error-per-weeo-due-to-capacity-constraints) in 2024 showed 18% of accountants stating they made financial errors every day, 30% making at least a few financial errors every week and 59% making several errors per month. Manual data entry inevitably leads to errors in data, and without automation, there is no way to eradicate the risk. For more information on quantifying the ROI of AP automation, the extra benefits of unlocking automation, and the integrationless perspective, download our business case to learn how to build your business case for AP automation. [![](https://charted.com/wp-content/uploads/2025/07/Business_Case_eBook_CTA_Banner-32x9.webp "Business_Case_eBook_CTA_Banner - Charted")](https://lp.charted.com/ebook-download-business-case-for-ap-automation) **Topics:** AP Automation --- ### [From burnout to breakthrough: How AP automation helps finance teams focus on what matters](https://charted.com/blog/from-burnout-to-breakthrough-how-ap-automation-helps-finance-teams-focus-on-what-matters/) **Published:** September 9, 2025 **Author:** Alicia Sgromo **Content:** The numbers tell a sobering story. [Recent research](https://acarp-edu.org/accounts-payable-automation-trends-2025/) reveals that 78% of accounts payable teams report process-related stress within their departments. Finance professionals spend five or more days each month just processing invoices. That’s over a full work week devoted to manual data entry instead of analysis, forecasting, or strategic planning. ### The burnout cycle: When talented professionals get trapped by inefficient processes Finance teams today face a challenging reality. Invoices accumulate faster than they can be manually processed. Approval workflows stall without visibility. Vendors need updates on payment status. Month-end approaches with its familiar pressure of accruals and reconciliations. Instead of driving strategic business decisions, finance teams are more often drowning in transactional tasks that technology could easily handle. They’re stuck in a burnout cycle where manual processes consume so much time that there’s no capacity left for meaningful work. Manual data entry dominates their days. Error-prone workflows create constant fire-drills. Approval bottlenecks generate endless follow-up emails. These aren’t just inefficiencies. They’re motivation killers that keep talented professionals from reaching their potential. The psychological toll is real. When 92% of finance professionals believe AP automation would unlock time for strategic work, yet just 30% describe their processes as mostly automated (and none fully automated), the disconnect is stark. ### The breakthrough moment: Automation as empowerment Here’s what changes when organizations implement true AP automation. Instead of spending three to five full days every month-end chasing down approvals and keying in late invoices, AP managers find themselves analyzing spending patterns and helping leadership understand cash flow trends. They’re finally doing the strategic work that originally attracted them to a career in finance. The shift isn’t just operational. It’s professional. Automation doesn’t replace finance professionals; it elevates them. When AI-powered invoice scanning eliminates manual data entry, when intelligent routing accelerates approvals, and when three-way matching happens automatically, AP teams finally have time to contribute strategic value. Consider the ripple effects. Teams processing invoices 75% faster aren’t just checking boxes more quickly. They’re creating space for vendor relationship management, cash flow optimization, and exception analysis. They’re moving from reactive task management to proactive business support. ### The strategic finance evolution With automation handling routine processing, finance teams discover they can tackle projects that were previously impossible. They analyze spending patterns to identify cost savings opportunities. They build stronger vendor relationships through transparent communication and reliable payment cycles. They provide leadership with real-time insights instead of outdated reports. This evolution from tactical to strategic work creates a positive feedback loop. Finance professionals feel more engaged and valued. Leadership gets better financial insights. The organization benefits from improved cash flow management and vendor relationships. The transformation extends beyond individual roles to entire department culture. Teams that once dreaded month-end close now approach it with confidence, knowing their automated processes provide real-time visibility and accurate data. The stress that once defined AP operations gets replaced by the satisfaction of meaningful work. ### Making the transition: From overwhelmed to empowered The path forward doesn’t require a complete organizational overhaul. Smart automation implementation starts with high-impact areas (invoice capture, approval routing, vendor onboarding) then expands as teams experience the benefits firsthand. The key is choosing solutions that work within existing systems rather than creating additional complexity. When automation integrates seamlessly with your ERP, teams can focus on leveraging new capabilities instead of learning new platforms. This integration-first approach minimizes disruption while maximizing adoption and results. Most importantly, successful AP automation treats technology as an enabler of human potential, not a replacement for it. The goal isn’t fewer people; it’s people doing more valuable work. Teams equipped with intelligent automation become strategic contributors who drive business growth instead of simply processing transactions. Your finance team has more to give than manual data entry and approval chasing. They’re capable of strategic analysis, cash flow optimization, and vendor relationship management that creates real business value. The question isn’t whether automation will transform your AP operations. The real question is whether you’ll press forward with that transformation now or continue burdening talented professionals with processes that could be running themselves. [![](https://charted.com/wp-content/uploads/2025/09/Scaling_Smarter_eBook_CTA_Banner-32x11.webp "Scaling_Smarter_eBook_CTA_Banner - Charted")](https://lp.charted.com/ebook-scaling-smarter-in-netsuite-download) **Tags:** Accounting, Accounts Payable, AP Automation, Financial Automation **Topics:** AP Automation, Automate --- ### [How to Organize Items in NetSuite by Utilizing a Merchandise Hierarchy](https://charted.com/blog/how-to-organize-items-in-netsuite-by-utilizing-a-merchandise-hierarchy/) **Published:** September 10, 2021 **Author:** bb-admin **Content:** Have you ever heard the saying “You can’t see the forest for the trees”? Well, it’s an expression used to describe someone who is only focused on the details of a problem rather than focusing on the whole situation. When reporting on items or the transactions in NetSuite that use them, you don’t want this saying to apply to you! To avoid this, the NetSuite Best Practice is to start by defining one or more “trees”. Luckily, NetSuite introduced a very useful tool in the ERP toolkit to do this: the merchandise hierarchy. In this blog post, we define merchandise hierarchy, how to use it and why this might be useful for your business. ### Merchandise Hierarchy Overview A merchandise hierarchy empowers businesses with a structured view of customer demands. Instead of seeing a flat list of items that sell, or profit margins by item, a merchandise hierarchy allows for subcategories of products, referred to as Nodes. Just like each tree in a forest has its own branches, the merchandise hierarchy in NetSuite consists of many Nodes that connect to define the branches of each tree. You can use merchandise hierarchies to: - **Organize inventory** into useful categories and subcategories. Then items are attached to the tree where appropriate. - **Run reports** with these categories without having to create multiple “Custom Reports”. - **Understand inventory** by specific (customizable) attributes, such as Brand, color, size, material, etc. - **Capture hierarchy “versions”,** where you define the hierarchy over time and compare that to previous years. For example, comparing seasonal product lines within a business to last season. ### So what exactly does the feature offer? We begin by defining “Levels”, which basically control the height of the tallest tree. To get any real value out of the feature, there should be two or more levels defined. If your company only needs one tree in its forest, then NetSuite gives you that flexibility. The tree(s) you define for your company can also vary in height also, which means that a tree can be defined without using all levels. Each of the Nodes is then created on a single Level and is typically linked to a parent Node on a higher level. Once the Nodes are all defined to create the tree(s), then items are linked to some of the Nodes like how leaves appear on branches. Linking together Nodes and items ends up creating one or more branching structures that suites your business reporting needs. This is what NetSuite calls the Merchandise Hierarchy. Once it is defined, then the standard reporting tools in NetSuite can fully leverage this feature. NetSuite supports use of the merchandise hierarchy in its full analytics toolkit including Analytics Workbooks, reports, and saved searches. Additional reports that utilize the merchandise hierarchy include: - **Sales By Item report** — Breaks out sales within the merchandise hierarchy context, providing a simple, visual identification of items responsible for the greatest revenue. - **Purchase By Item report** — Provides the quantity and purchase cost for items, broken down within the merchandise hierarchy levels. - **Current Inventory report** — Shows both how many items are on-hand, and how many are on order, making inventory management useful and straightforward. Enabling the merchandise hierarchy feature is worth the investment since it provides enhanced reports that provide actionable insights for your business. In fact, many NetSuite’ users find it to be one of the most useful, and insightful tools in NetSuite for improving both the Item and Transactional reporting experience. ### How to Set Up the Feature Access the merchandise hierarchy manager in NetSuite under setup > merchandise hierarchy > hierarchy manager. Levels provide a useful way to categorize hierarchy nodes and determine the relationships between items. Each hierarchy level divides the merchandise into progressively smaller product classifications. You create levels that match the hierarchy of your enterprise, with complete control over the number of levels you create and how they are named. Note that level names must be unique and cannot be repeated in the same hierarchy. Levels represent the higher level structure of your enterprise and should not vary much after they have been defined. However, nodes represent the more variable aspects of your enterprise such as product lines. When creating levels, it is good practice to start with the level that will be ranked 1 — the level at the top of the hierarchy — and proceed creating levels sequentially. By doing so, the levels are automatically ranked sequentially as you create them. You should prefix level names with \[MH\] to indicate that this level is part of a merchandise hierarchy. This is useful when creating workbooks or custom reports and searches for use with Merchandise Hierarchy as it allows you to quickly identify the relevant internal custom fields. Once the Levels are defined then you create nodes (list values) to define a full tree structure within the context of these levels. After the Nodes are all defined, then the last step is to associate your items to them where they belong on the lower side of the tree. Note that any single item can only be linked to a single node. Also, its worth considering that items can be attached to nodes on any level of the hierarchy (all item attachment to nodes does not have to be on the lowest hierarchy level). ### Considerations for Seasonal Inventory Most industries will only need to set up one version of their merchandise hierarchy, and then utilize that single version indefinitely but NetSuite understands that some industries have unique needs. For example, a fashion company, might have dramatic differences in inventory by season, where boots and jackets sell at a certain time of year, but are categorized as off-season merchandise when sandals and swimsuits fit the upcoming weather. For such industries, setting up versions of merchandise hierarchies may be useful — you can then run reports and comparisons with the hierarchy tool, against prior years (same season), instead of in a continuous comparison. ### Charted Knows NetSuite A merchandise hierarchy can take time to set up but don’t do it alone. We can help you implement this feature and many others in NetSuite. At Charted we are passionate about empowering our clients to make the best use of their NetSuite account. We offer NetSuite Implementation Services, Optimization Services, ongoing Support services, and several best in class turnkey NetSuite Products. [Contact us](https://charted.com/get-started/) today for a free consultation and find out why our clients love working with us so much. **Topics:** NetSuite Consulting, NetSuite Managed Services --- ### [Part 2 of 4: Fixed Allocation Schedules in NetSuite – Are They Right for You?](https://charted.com/blog/part-2-of-4-fixed-allocation-schedules-in-netsuite/) **Published:** November 11, 2021 **Author:** bb-admin **Content:** There’s a good chance that you’re looking for ways to automate and simplify your accounting processes, and NetSuite provides a range of tools to help. One of these tools includes Expense Allocation Schedules. In a recent blog post, we analyzed the high-level benefits and limitations of Expense Allocation Schedules to determine if they would be a good fit for your company. If you would like to learn more, read part 1 [here](https://charted.com/part-1-of-4-expense-allocation-schedules-in-netsuite-are-they-right-for-you/). Now that you’ve determined Expense Allocation Schedules are a good fit for your company, we will start out with the most basic type in NetSuite, which is a Fixed Schedule. In today’s blog post, we will walk through the user experience in NetSuite and an example to help determine if this tool is beneficial for your company. ### What are Fixed Schedules? Fixed Schedules will allocate expenses across accounts or segments based on a defined, or fixed, breakout each month. A great example of this is rent. This recurring expense is typically spread across the various departments of a company. Assuming there aren’t frequent changes in the company structure, the weighted amount to be allocated to each department can be defined directly on the Expense Allocation Schedule and manually updated as needed. #### Fixed Schedules: Subtabs The Expense Allocation Schedule’s behavior is controlled by two subtabs: 1. Source 2. Destination We’ve included examples below to explain the two subtabs further. ###### 1. Source Subtab In this example, we indicated that the Source account to allocate from is “6610 Expenses: G&A Expenses: Facilities Related Expenses: Rent Expense”. This should apply to any transaction hitting 6610 for any name, location, or class, where the department was unassigned. If we wanted to take this a step further, another option would be to specify segment values instead of -Unassigned- or -Any-. [![](https://charted.com/wp-content/uploads/2025/09/Allocation-Schedule-1.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Allocation-Schedule-1.webp) ###### 2. Destination Subtab In this example, we indicated which departments the expense should be allocated to. We want the expense to remain in the same account from the Source tab, so instead of selecting that account on each line, we simply marked Use Source/Credit Account(s) and NetSuite keeps the original account(s) when creating the allocation journal. If different destination accounts are needed, they can be set at the line level instead. We also defined the weighted amount as a percentage that each department will have allocated. The result is an allocation entry that credits account 6610 with no department and a weighted debit to 6610 for each department assigned on the Destination tab. Please note, if marking the **Values Are Percentages** checkbox, the weight column must add up to 100. [![](https://charted.com/wp-content/uploads/2025/09/Destination-2.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Destination-2.webp) #### Fixed Schedules: Setting Reminders A pre-built reminder shows how many allocation schedules are ready to run each month. [![](https://charted.com/wp-content/uploads/2025/09/Setting-Reminders-3.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Setting-Reminders-3.webp) To do this: 1. Click on the reminder to be taken to a list of schedules 2. Select which schedule to run 3. NetSuite will automatically sift through all transactions in the system that meet the defined Source criteria and create a single adjustment journal to capture the needed allocations All it takes is the click of a button! #### Fixed Schedules: History Tab The history tab will show a list of all journals that have been created from this schedule, with links to the transaction and to the allocation detail. [![](https://charted.com/wp-content/uploads/2025/09/History-Tab-4.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/History-Tab-4.webp) [![](https://charted.com/wp-content/uploads/2025/09/Allocation-Detail-5.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Allocation-Detail-5.webp) ### Conclusion Expense Allocation Schedules can save you time by automating and simplifying your accounting processes. If you’re just getting started with Expense Allocation Schedules in NetSuite, try out the most basic, Fixed Schedules and build from there. Need help understanding or building Expense Allocation Schedules and various tools in NetSuite? Contact us at today! Stay tuned for part 3 of 4 where we will dive deeper into Dynamic Schedules. **Topics:** NetSuite Consulting, NetSuite Managed Services --- ### [Applying lessons from the US Marine Corps to getting your financial house in order](https://charted.com/blog/applying-lessons-from-the-us-marine-corps-to-getting-your-financial-house-in-order/) **Published:** November 7, 2024 **Author:** bb-admin **Content:** Today’s business world is one of complexity, uncertainty and constant change. It’s easy to feel caught off-balance or like you’re falling behind in the face of daily operations and constantly changing regulations, expectations and outside influences. For financial teams, who are often stretched thin managing a multitude of requirements to handle AP, financial forecasting and strategic work, it’s common to invest in an ERP solution to help with the work. But are you getting the most out of your investment? It’s easy to get lost in the chaos, but here are tips from Lee Jacobs, former US Marine Captain and current Head of Product for Charted, on how a Marine would assess the situation and get to work: ### 1. Making decisions with imperfect information Accounts payable teams often experience similar concepts as we did in the Marines, which we referred to as the “fog of war” – the uncertainty that pervades in the form of unknowns about the enemy, about the environment and even about the friendly situation. This is due to three factors: 1. It can be difficult to see the big picture, and what the exact desired outcome looks like. 2. Information is often trapped between siloed systems or between business units or groups that don’t talk to each other. Lack of information is one of the biggest impediments to good decision-making and can hamper progress or attempts to make meaningful change. 3. Complacency; for many organizations, the status quo is the easiest path. Gaining clarity and solving these known common issues can only happen with the right plan in place. ### 2. Establish a framework The Marine Corps Troop Leading process establishes a framework for assessing the situation, planning, and execution. They use the acronym BAMCIS: - Begin planning - Arrange for reconnaissance - Make reconnaissance - Complete the plan - Issue the order - Supervise This process starts off with determining your accounts payable pain points. These can include high overhead costs, staff turnover, late payments and delayed month-end close. Once the pain points are determined, do further reconnaissance to determine the details of each situation. Execution of the plan will be dependent on not just understanding the problems being faced, but also the potential pitfalls in establishing solutions, whether they are internal (for example, lack of resources or disinterest in change) or external (such as regulatory limitations or critical vulnerabilities). Implementation of AP automation can be difficult if not fully embraced by all stakeholders. Significant changes in processes can be daunting, depending on different factors like the size or the organization and what kind of software or solutions were in place before AP automation was implemented. Once the plan is executed, ongoing supervision and evaluation is necessary in order to measure, adapt and adjust where needed based on thorough understanding of the situation and how to navigate the pitfalls on the path to success. ### 3. How do we adapt to chaos Clearly defining success is critical to not just executing the plan but also being able to continually improve going forward, no matter what happens. The business world is constantly changing, and AP automation protocols need to be able to adapt and adjust to new situations or processes in order for businesses to continuously see financial success. Constant adaptation can be gained by implementing the Marine Corp’s OODA Loop: - Observe - Orient - Decide - Act This system enables us to adapt to friction faster than it is able to overcome us. Marines are able to observe the enemy’s actions, orient themselves on what they think the enemy will do next, decide how to counter the enemy’s next action, and act more quickly than the enemy is able to adapt. Done repeatedly it breaks down the enemy’s will to fight which we call “getting inside their OODA loop”. In an AP team, succeeding through adversity can be achieved by thoroughly planning, understanding the most dangerous challenges and anticipating friction prior to circumstances overcoming the organization’s objective. The struggles many financial teams face today, whether ensuring the quality of their reporting, getting tasks done on time, removing delays from processes all while facing employee turnover can be assisted with the implementation of automated processes and the growing capabilities of AI. Investing in the automation process can have significant return on investment, but as in the heat of battle, it takes the best laid plans to make sense of the chaos. To help AP teams overcome their toughest challenges and reduce friction in their day-to-day operations, Charted is here to help. With everything integrated directly into NetSuite, this tool boosts efficiency and visibility and allows finance teams to manage vendor relationships, speed up invoice processing, automate approvals, securely send payments, and even handle expense accruals—all from one platform. To learn more about this solution, contact us [here](https://charted.com/get-started/). **Topics:** AP Automation --- ### [Charted Recognized by NetSuite as Summer 2024 Alliance Partner Spotlight Award Winner](https://charted.com/blog/summer-2024-alliance-partner-spotlight-award-winner/) **Published:** September 5, 2024 **Author:** bb-admin **Content:** We are excited to share that Oracle NetSuite has named Charted, formerly SquareWorks Consulting, a Summer 2024 Alliance Partner Spotlight Award Winner for the Private Equity category, Global Expansion. NetSuite’s Alliance Partner Spotlight Awards recognize leading partners for their demonstrated success in implementing NetSuite and their outstanding work with customers. The NetSuite Alliance Partner program provides business consulting services, as well as integration and implementation services, that help customers get even more value from NetSuite. Alliance Partners are experts in their field and have a deep and unique understanding of NetSuite solutions. Charted earned the Global Expansion Spotlight Award for its work with Petauri, a fast-growing commercialization services platform. Petauri’s complex needs stemmed from its rapid acquisition of multiple businesses, each with unique accounting processes, which made consolidating financial operations a challenge. The Charted [implementation](/netsuite-implementations/) of NetSuite alongside its NetSuite-native financial automation platform enabled Petauri to streamline accounts payable, maintain accurate financial records, and scale its ERP system to support future growth. This effort showcased Charted expertise in customizing NetSuite for high-growth companies with intricate global operations. Petauri was chosen for this award due to its impressive journey in consolidating its business units and overcoming financial management hurdles caused by its rapid growth. By partnering with Charted, Petauri successfully transitioned from QuickBooks to NetSuite, enabling seamless integrations across acquisitions and global operations. Their innovative use of Charted AI-driven automation for invoice processing and payment management significantly improved efficiency, allowing them to focus more on strategy. > One thing I’ve learned from using NetSuite is investing the time and energy up front before you dive into it will yield years of recaptured savings on the back end. Having the opportunity to work with a team like Charted that has such great experience and insight helped guide us to setting up and going live with NetSuite in an efficient way. > > Alex Szigety, VP of Finance, Petauri *Please reach out to Hayley Null at Hayley.null@oracle.com with any questions.* **Tags:** Awards **Topics:** AP Automation, NetSuite Consulting, NetSuite Implementation --- ### [Document Management in NetSuite: Which option is right for you?](https://charted.com/blog/document-management-in-netsuite-which-option-is-right-for-you/) **Published:** April 29, 2018 **Author:** bb-admin **Content:** Managing documents in NetSuite should be taken seriously. It’s important business data that’s being stored in the application so taking the time to understand your options is key. While NetSuite provides an out-of-the-box mechanism to manage documents and files (also known as the “File Cabinet”), organizations should know the pros and cons of all alternatives and decide which is a good fit for what they are trying to achieve. This article will provide a brief overview of NetSuite’s File Cabinet as well as other alternatives to manage documents such as Box and Charted Advanced Attachments Bundle (now [Advanced Document Management](https://charted.com/ap-automation-suite/advanced-document-management/)). We hope that this article provides good guidance as you evaluate options and determine how to manage your business documents in NetSuite. ### NetSuite’s File Cabinet Explained When you purchase NetSuite, it comes with a file system called the “File Cabinet”. When logging in as Administrator, you can access your File Cabinet by navigating to **Documents > Files > File Cabinet**. [![](https://charted.com/wp-content/uploads/2025/09/Img1.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Img1.webp) In its simplest form, the File Cabinet is a repository where you can create folders and add files. That’s it. Conceptually is like having a thumb drive in NetSuite with a space of 10 Gigabytes where you can store anything you want. You can certainly add more space if you need to, but that comes with a price tag of $199 per month for every additional 10 Gigabytes of space that you need. Not cheap by any means, considering that storage costs continue to go down thanks to strong competition between Cloud Storage options such as Amazon Web Services, Microsoft Azure or Google Cloud. So, how does the File Cabinet help you organize your files in NetSuite? Most companies that utilize it to store business transactions such as vendor invoices, contracts, expense receipts, etc. follow one of the following two approaches: ##### Approach #1 – Use the “Files” Tab NetSuite provides a “Files” tab within the “Communication” tab for many record types that typically require storing attachments. This option is clunky at best because it requires too many clicks (at least 7 clicks) to navigate to this tab and attach a file. The first image below shows the navigation path to attach a file to a Vendor Bill transaction: [![](https://charted.com/wp-content/uploads/2025/09/Img2.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Img2.webp) The next screenshot shows the screen that NetSuite provides to upload a file into the File Cabinet. [![](https://charted.com/wp-content/uploads/2025/09/Img3.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Img3.webp) In order to reduce the number of clicks, NetSuite developed a “Drag and Drop” Bundle that’s available free of charge. Users can install this bundle and NetSuite will add a small region at the top of the supported transactions where users will be able to drag and drop any document and NetSuite will add it to the “Files” tab automatically. This is definitely a usability improvement, but it feels like a band-aid, more than a cohesive solution that addresses all usability problems. The screenshot below shows the “Drag and Drop” region in a Vendor Bill record: [![](https://charted.com/wp-content/uploads/2025/09/Img4.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Img4.webp) ##### Approach #2 – Create a Custom Field that references a File To simplify the navigation process, many companies create a custom field on a given record that references a file in the File Cabinet. By doing this, users don’t need to click 3 or 4 times to navigate to the “Files” tab to find an attachment on the record. There are many downsides of going with this option, such as the fact that the Drag and Drop bundle will not allow users to automatically attach and associate the file to the custom field or that editing that field to replace it with a new file is very clunky as well. To summarize, using the File Cabinet gets the job done, but there are four important recommendations for those companies taking this approach: 1. **Make sure you’re comfortable with the usability** – As explained, the File Cabinet does not provide the best end-user experience. When utilizing this option, make sure that you test and verify that the steps needed to manage files and attachments in NetSuite won’t bring unnecessary pain to your end users. 2. **Ensure that proper security and controls are setup** – The File Cabinet does not provide very granular security, so if users have access to a folder, they will be able to add and remove files from that folder. 3. **Verify that users are storing documents in the right location** – When users attach new files to a record in NetSuite, make sure that everything is properly setup to ensure that users are placing the file(s) in the right folders. The upload screen is not very intuitive and often users are confused by this process. 4. **Monitor your utilized storage** – As stated at the beginning of this article, NetSuite provides 10 Gigabytes of storage. Make sure that you’re tracking the space you’ve utilized to avoid paying an extra $2,388 per year for every additional 10 Gigabytes of space. ### Alternatives to NetSuite’s File Cabinet #### Alternative #1: Box [Box](http://www.box.com) has been a go-to partner for many companies that don’t feel like the File Cabinet provides an acceptable level of functionality and ease of use. If you are not familiar with Box, it is a stand-alone, Enterprise-grade file management solution with great capabilities and very robust features to store, share and collaborate within documents and files and it’s all stored in the cloud. All their Business Plans offer unlimited storage which is an improvement in comparison to NetSuite’s File Cabinet. Box for NetSuite is an add-on that can be purchased for an additional fee which enables companies to add a new tab in NetSuite called “Box Files” to any NetSuite record. This allows NetSuite users to add and manage files to their Box account through NetSuite. They provide a much better user experience such as Drag and Drop and the ability to easily preview any PDF or image file right from the browser. With that said, there are a few challenges to keep in mind when considering Box as a solution: 1. **Price** – Box can become very expensive very quickly. Their lowest Business Tier starts at $15 per user per month. If you have 15 users, you’d be paying $2,700 per year. This does not include the extra fee to use the Box for NetSuite connector. 2. **User Experience** – While Box provides a much superior experience in comparison with NetSuite’s File Cabinet, because Box is licensed on a per user basis, it can be clunky at times given that every user needs to login to their Box account within NetSuite. This becomes even worse if using Single-Sign-On. 3. **Sandbox Support** – Box.com does not currently support NetSuite Sandbox accounts, unless you have a dedicated Box account for Sandbox which would not make sense because you would double your costs for just using a Sandbox. #### Alternative #2: Charted Advanced Attachments Bundle At Charted, we identified document and attachment management as an area of opportunity to bring the best usability features and a competitive price that is lower than both, NetSuite’s File Cabinet and Box.com. The result is “**Advanced Attachments**”, which provides a unique way to manage and attach any file to any record in NetSuite. The main benefits of our solution are: 1. **Low Cost and Unlimited Storage** – Our solution is only $1,999 per year and includes unlimited storage. There are no other charges or fees. 2. **Sandbox Support** – Charted Advanced Attachments Bundle works with Sandbox accounts and does not require any additional setup. 3. **Ease of Use** – When using Advanced Attachments, a new tab gets created on those records that you select. The screenshot below shows how to setup a new record to use the Bundle. Simply check the “Enabled” checkbox, select the name you want for the tab, if you want to limit the size of the attachments and if you want to require an attachment every time a new record is created: [![](https://charted.com/wp-content/uploads/2025/09/Img5.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Img5.webp)[![](https://charted.com/wp-content/uploads/2025/09/Img6.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Img6.webp) In our screenshot above, we enabled the Bundle for Vendor Bills and we decided to call the tab “Digital Invoices”. Here’s how the tab would look: [![](https://charted.com/wp-content/uploads/2025/09/Img7.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Img7.webp) Files can be added via Drag-and-Drop or by clicking the “Add Files” button. That’s it! Once a file is saved, you can preview it, download it, or open it in a new tab. All these options with a single click. Below is a screenshot of how a PDF preview would look: [![](https://charted.com/wp-content/uploads/2025/09/Img8.webp "- Charted")](https://charted.com/wp-content/uploads/2025/09/Img8.webp) Is Charted Advanced Attachments a better solution than Box and the File Cabinet for every organization? The answer is no. If your company is comfortable with the storage provided by NetSuite (limited to 10 GB) and you don’t mind the usability limitations, then the File Cabinet may be a good fit for you. If your company uses Box.com both, outside and within NetSuite, then Box.com may be a better fit for you but keep in mind that this solution will be costlier and limited in some areas. Charted Advanced Attachments is a great fit for those organizations that want a simple, reliable, easy to use and cost-effective way to manage and store files in NetSuite. For more information about the features of Advanced Attachments and how it compares to the File Cabinet and Box, please visit our [Advanced Attachments Page](https://charted.com/ap-automation-suite/advanced-document-management/). --- ### [Introducing Charted Approval Workflow Automation Bundle for NetSuite](https://charted.com/blog/introducing-charted-approval-workflow-automation-bundle-for-netsuite/) **Published:** January 27, 2020 **Author:** bb-admin **Content:** We are excited to announce the release of the latest NetSuite Bundle from Charted: Approval Workflow Automation (now [Approval Automation](/ap-automation-suite/approval-automation-for-netsuite/)). After numerous requests from NetSuite customers wanting to build a scalable, stable and easy-to-maintain approval flow, we decided to create a product that would simplify the delivery of approvals in NetSuite. The details of this bundle are now available on our website; read below to hear more about how this bundle can improve your experience and what our earliest customers have to say. ![](https://charted.com/wp-content/uploads/2025/09/Approval-Workflow-Automation-1.webp "- Charted") ***How does our Approval Workflow Automation Bundle enhance your NetSuite experience****?* Our newest NetSuite bundle supports any type of approval requirements in NetSuite: Hierarchy-based, Role-Based or anything unique that your business needs by using an engine that was designed with one thing in mind: Simplify the configuration and maintenance, while still being able to support complex requirements. However, one of the biggest differentiators that we’ve built into the Bundle is the ability for employees to approve or deny requests of any record type by integrating a significantly enhanced Email approval experience. Email approval features include: - No need for a NetSuite Login: Remove the need to sign into NetSuite when a request comes in – streamline your business’ processes by approving or rejecting all record types without leaving your email inbox. Limit NetSuite access to those who need it, and enable your team to do more with their everyday tools. - Full Audit Trail, including comments: When approving via Email, approvers have the ability to provide comments that will be captured and recorded in the transaction being approved. Additionally, the Bundle provides a full audit trail indicating who approved the transaction, when the transaction was approved and what comments were made by the approver(s). - Works for Any Record Type: This bundle supports all NetSuite transactions and record types, including custom records. A few examples and some of the most commonly used record types are: Purchase Orders, Expense Reports, Vendor Bills, Vendor Bill Payments, and Journal Entries, but you can virtually use this for any others. ***What are Charted Customers saying about this Bundle?*** Ashley Rowe, Finance and Accounting Manager at Wellframe, Inc., a Boston-based organization that specializes in Digital Care Management solutions and an early adopter of Charted Approval Workflow Automation Bundle explains that they “wanted a way for everyone to be able to see what they’re spending and approve it and have ownership over that.” Before adopting the Charted Bundle, they were not able to get full visibility into their approvals. Now, with NetSuite and Non-NetSuite users being able to approve transactions in NetSuite, everyone is able to participate in the spending and approval process. This solution brings a centralized process and standard to their company while enabling their team to have more control. Ashley explains **“It is definitely shaving off time in our approval flow”** as being a key impact from adopting this bundle, and elaborates that **“being able to be confident that each invoice has been fully approved has been great for our team.”** ***How does this bundle work?*** By following a configured workflow and hierarchy structure, the approval requests are automatically routed through your organization to the appropriate person. This process includes the delivery of an Email requesting the next approver to confirm or deny the request. These requests can be approved or denied in NetSuite or in your email inbox directly by clicking on the hyperlinks located in the Email. The email process is shown below: 1. The email request is sent to the approver’s inbox based on the workflow assignment: ![](https://charted.com/wp-content/uploads/2025/09/ApprovalEmail.webp "- Charted") 2. The assigned approver either “approves” or “rejects” the request by clicking the appropriate button. From there, the approver has the option to add comments: ![](https://charted.com/wp-content/uploads/2025/09/ApprovalEmailApproveButton-with-Edits.webp "- Charted") 3. Upon sending the auto-generated approval email, the Approval Workflow Automation Bundle will update the status of the request in your NetSuite transaction to “Approved,” as well as list any comments included: ![](https://charted.com/wp-content/uploads/2025/09/ApprovalHistoryTab.webp "- Charted") 4. The request process is tracked with time and viewers for transparency and audit readiness: ![](https://charted.com/wp-content/uploads/2025/09/ApprovalAuditLog.webp "- Charted") ***How much will the Approval Workflow Automation Bundle cost?*** To better cater to your team’s needs, we have released two different editions of this bundle. The **Standard Edition’s** introductory price is **$1,999 per year** for the license fee, and comes with configurable approval rules, custom email templates, and works for one record type in NetSuite. The **Advanced Edition’s** introductory price is **$2,999 per year** and includes approval settings for an **unlimited** amount of record types. In addition, both options include the licensed use of the bundle, technical support for issues with standard functionality, and documentation of the Approval Workflow Automation Bundle. At Charted, we aim to bring a superior experience with our products and services. We look forward to bringing a custom approval workflow experience to the NetSuite community! For more information about the bundle pricing and features, read here: [Approval Automation](https://charted.com/ap-automation-suite/approval-automation-for-netsuite/) **Topics:** AP Automation, Approval Workflow --- ## Pages ### [Home](https://charted.com/) **Published:** June 30, 2025 **Author:** bb-admin **Content:** # AP Automation built for NetSuite, with AI that adapts to your business Instant visibility into every invoice, approval, and payment—with AI that gets smarter over time—without ever leaving NetSuite. [Get Started](https://charted.com/get-started/) [Learn More](https://charted.com/ap-automation-suite/) Trusted by leading organizations including: ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-White-400x200--32x16.webp "AirLease-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-White-400x200-1-32x16.webp "Cardiovascular-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-White-400x200-1-32x16.webp "Fleet-Feet-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-White-400x200--32x16.webp "JonnyPops-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-White-400x200-1-32x16.webp "Thrive-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-White-400x200-1-32x16.webp "Wasabi-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-White-400x200-1-32x16.webp "Whoop-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-White-400x200-1-32x16.webp "F45-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-White-400x200-1-32x16.webp "Sox-Logo-White-400x200 - Charted") ![GoTo logo](https://charted.com/wp-content/uploads/2026/05/GoTo-Logo-White-400x200--32x16.webp "GoTo-Logo-White-400x200 - Charted") ![Newmans Own Logo](https://charted.com/wp-content/uploads/2026/05/NewmansOwn-Logo-White-400x200-1-32x16.webp "NewmansOwn-Logo-White-400x200 - Charted") ![Aggregate Haulers logo](https://charted.com/wp-content/uploads/2026/05/Aggregate-Haulers-Logo-White-400x200-copy-2-32x16.webp "Aggregate-Haulers-Logo-White-400x200 copy 2 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-White-400x200--32x16.webp "AirLease-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-White-400x200-1-32x16.webp "Cardiovascular-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-White-400x200-1-32x16.webp "Fleet-Feet-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-White-400x200--32x16.webp "JonnyPops-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-White-400x200-1-32x16.webp "Thrive-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-White-400x200-1-32x16.webp "Wasabi-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-White-400x200-1-32x16.webp "Whoop-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-White-400x200-1-32x16.webp "F45-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-White-400x200-1-32x16.webp "Sox-Logo-White-400x200 - Charted") ![GoTo logo](https://charted.com/wp-content/uploads/2026/05/GoTo-Logo-White-400x200--32x16.webp "GoTo-Logo-White-400x200 - Charted") ![Newmans Own Logo](https://charted.com/wp-content/uploads/2026/05/NewmansOwn-Logo-White-400x200-1-32x16.webp "NewmansOwn-Logo-White-400x200 - Charted") ![Aggregate Haulers logo](https://charted.com/wp-content/uploads/2026/05/Aggregate-Haulers-Logo-White-400x200-copy-2-32x16.webp "Aggregate-Haulers-Logo-White-400x200 copy 2 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-White-400x200--32x16.webp "AirLease-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-White-400x200-1-32x16.webp "Cardiovascular-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-White-400x200-1-32x16.webp "Fleet-Feet-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-White-400x200--32x16.webp "JonnyPops-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-White-400x200-1-32x16.webp "Thrive-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-White-400x200-1-32x16.webp "Wasabi-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-White-400x200-1-32x16.webp "Whoop-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-White-400x200-1-32x16.webp "F45-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-White-400x200-1-32x16.webp "Sox-Logo-White-400x200 - Charted") ![GoTo logo](https://charted.com/wp-content/uploads/2026/05/GoTo-Logo-White-400x200--32x16.webp "GoTo-Logo-White-400x200 - Charted") ![Newmans Own Logo](https://charted.com/wp-content/uploads/2026/05/NewmansOwn-Logo-White-400x200-1-32x16.webp "NewmansOwn-Logo-White-400x200 - Charted") ![Aggregate Haulers logo](https://charted.com/wp-content/uploads/2026/05/Aggregate-Haulers-Logo-White-400x200-copy-2-32x16.webp "Aggregate-Haulers-Logo-White-400x200 copy 2 - Charted") ![](https://charted.com/wp-content/uploads/2025/07/Best-in-class
NetSuite-Solutions-32x24.webp "Best-in-class
NetSuite Solutions - Charted") Best-in-class NetSuite Solutions Get Started [](https://charted.com/get-started/) 70% improvement in AP efficiency 5 days faster month-end close Zero integrations to manage ## End-to-end, without the back-and-forth Charted is the pioneer of AP Automation native in NetSuite — with AI that learns your business and gives modern finance teams instant visibility, better accuracy, controls, and global reach, with zero connectors or integrations. Scalable approvals & controls Combine the power of your full NetSuite dataset with Charted controls, built directly into NetSuite to manage the most complex approvals and multi-entity workflows. Skip the connector chaos with AP automation that scales with you. One system, faster close Eliminate manual AP work and turn NetSuite into a growth multiplier with AI-powered invoice scanning, 3-way match, and automated accruals, designed to accelerate your month-end close. Charted powers the full AP lifecycle directly inside NetSuite. NetSuite expert support, for your global needs Backed by decades of NetSuite expertise, we enable cross-border, multi-currency workflows to support your AP needs anywhere in the world. Product Suite ## Everything you need for AP, built into NetSuite—with AI where it matters From the first invoice to the final payment, every step in your AP workflow lives in one place. AI handles the data. Your team handles the exceptions. [Platform Overview](https://charted.com/ap-automation-suite/) Invoice Processing Automation Advanced Invoice Processing Automation Scale invoice processing with high-accuracy AI that adapts to your vendor formats without manual template setup. [Learn More](https://charted.com/ap-automation-suite/invoice-processing-automation/) Payment Automation Easy & Secure AP Payments in NetSuite Streamline your AP process with the most efficient and secure way to send payments without leaving NetSuite. [Learn More](https://charted.com/ap-automation-suite/payment-automation/) Accrual Automation Accelerate the Financial Close Process Automate manual expense accruals to boost productivity, close faster and provide accurate expense estimates. [Learn More](https://charted.com/ap-automation-suite/expense-accrual-automation/) Services ## From setup to scale — make the most of NetSuite From implementation to optimization and ongoing support, Charted helps you get more from NetSuite — with solutions tailored to your team and support that grows with you. [Why Netsuite](https://charted.com/our-company/) [![](https://charted.com/wp-content/uploads/2025/08/img-netsuite-implementations-32x26.webp "img-netsuite-implementations - Charted")](https://charted.com/services/netsuite-implementations/)NetSuite Implementations Are you looking to implement NetSuite for your organization? Let our team of consultants guide you through this process using our hands-on implementation approach. [Learn More](https://charted.com/services/netsuite-implementations/) [![](https://charted.com/wp-content/uploads/2025/08/img-NetSuite-Optimizations-32x26.webp "img-NetSuite-Optimizations - Charted")](https://charted.com/services/netsuite-optimizations/)NetSuite Optimizations Keep up with changing business demands and get the NetSuite help you need: Optimization Services, Integrations, Health Checks, Acquisition Integrations and more. [Learn More](https://charted.com/services/netsuite-optimizations/) [![](https://charted.com/wp-content/uploads/2025/09/img-netsuite-managed-services-32x26.webp "img-netsuite-managed-services - Charted")](https://charted.com/services/netsuite-managed-services/)NetSuite Managed Services Are you looking for NetSuite experts to help with ongoing administrative needs? Our NetSuite Support team can help with functional questions, best practices, reports and more. [Learn More](https://charted.com/services/netsuite-managed-services/) The gold standard for NetSuite-native AP automation Charted is a NetSuite-only Alliance and SDN Partner—built to scale with your ERP—implemented, optimized, and supported to grow with you. ![](https://charted.com/wp-content/uploads/2025/07/oracle-netsuite-alliance-partner_logo.svg "oracle-netsuite-alliance-partner_logo - Charted")![](https://charted.com/wp-content/uploads/2025/07/oracle-netsuite-suitecloud-developer-network-partner.svg "oracle-netsuite-suitecloud-developer-network-partner - Charted") Customer success stories ## Trusted by thousands of NetSuite users Learn how Charted simplifies AP from invoice to audit—without connectors, confusion, or context-switching. [Read All Case Studies](https://charted.com/case-studies/) ![](https://charted.com/wp-content/uploads/2025/09/PGH-logo-black-32x23.webp "PGH-logo-black - Charted") “Having approvals in NetSuite and having people be able to either get into NetSuite and approve there, or use the emails, have really streamlined things. Especially the ability for people to approve or reject right in an e-mail rather than having to log into the system, I think has made things faster.” Jennifer Sargent Corporate Controller [Read the Full Story](https://charted.com/case-study/prime-group-holdings/) ![Group at a table discussing financial reporting](https://charted.com/wp-content/uploads/2025/09/Topic-Expense-Accruals-edit-1@2x-1-32x32.webp "Topic-Expense-Accruals-edit-1@2x - Charted") ![](https://charted.com/wp-content/uploads/2025/07/affina-therapeutics-logo-dark-32x7.webp "affina-therapeutics-logo-dark - Charted") “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 [Read the Full Story](https://charted.com/case-study/affinia-therapeutics/) ![](https://charted.com/wp-content/uploads/2025/07/pexels-ivan-samkov-9629716-1-32x29.webp "pexels-ivan-samkov-9629716 1 - Charted") ![](https://charted.com/wp-content/uploads/2025/07/east-west-partners-logo-32x3.webp "east-west-partners-logo - Charted") “I’d heard that many companies say it takes about 6 months for the OCR technology to learn your business. The second time I processed bills with Invoice AI, it scanned 100% of the information needed.” Eric Symons Accounting Manager [Read the Full Story](https://charted.com/case-study/east-west-partners/) ![](https://charted.com/wp-content/uploads/2025/07/pexels-mantasink-1106476-1-32x29.webp "pexels-mantasink-1106476 1 - Charted") Oracle Netsuite Private Equity Spotlight Winner 2024 ![](https://charted.com/wp-content/uploads/2025/07/netsuite-spotlight-winner-32x17.webp "netsuite-spotlight-winner - Charted") Business Intelligence Group Small Business of the Year ![](https://charted.com/wp-content/uploads/2025/07/big-awards-for-business.svg "big-awards-for-business - Charted") Deloitte Ranked #218 – Fastest Growing Company in North America. ![](https://charted.com/wp-content/uploads/2025/07/500-technology-fast-500.svg "500-technology-fast-500 - Charted") AP Automation for every role ## Solutions for you and your team Charted leverages experience across verticals with NetSuite best practices to bring you advanced AP automation CFO Transform accounts payable from cost center to strategic asset. Reduce processing costs up to 80% while strengthening controls—all within NetSuite’s trusted environment. [Learn More](https://charted.com/ap-automation-suite/cfo/) ![](https://charted.com/wp-content/uploads/2025/08/cfo-32x27.webp "cfo - Charted") Controller Accelerate month-end close by days with audit-ready automation. Real-time visibility and three-way matching eliminate manual bottlenecks while ensuring compliance without anxiety. [Learn More](https://charted.com/ap-automation-suite/controllers/) ![](https://charted.com/wp-content/uploads/2025/08/controller-32x27.webp "controller - Charted") AP Professional Reclaim hours every week from tedious data entry. AI-powered automation learns your vendors and coding patterns, freeing you for strategic work that drives real impact. [Learn More](https://charted.com/ap-automation-suite/ap-professional/) ![](https://charted.com/wp-content/uploads/2025/08/ap-professional-32x27.webp "ap-professional - Charted") CIO Deliver secure AP automation entirely within NetSuite without integration overhead. Minimize complexity while maximizing value through our certified SuiteApp architecture and NetSuite expertise. [Learn More](https://charted.com/ap-automation-suite/cio/) ![](https://charted.com/wp-content/uploads/2025/08/cio-32x27.webp "cio - Charted") NetSuite Admin Zero integration maintenance with maximum NetSuite value. Native architecture works with your customizations while leveraging our decade of NetSuite development and implementation experience. [Learn More](https://charted.com/ap-automation-suite/netsuite-admin/) ![](https://charted.com/wp-content/uploads/2025/08/netsuite-admin-32x27.webp "netsuite-admin - Charted") ![](https://charted.com/wp-content/uploads/2025/08/cfo-32x27.webp "cfo - Charted") ![](https://charted.com/wp-content/uploads/2025/08/controller-32x27.webp "controller - Charted") ![](https://charted.com/wp-content/uploads/2025/08/ap-professional-32x27.webp "ap-professional - Charted") ![](https://charted.com/wp-content/uploads/2025/08/cio-32x27.webp "cio - Charted") ![](https://charted.com/wp-content/uploads/2025/08/netsuite-admin-32x27.webp "netsuite-admin - Charted") Resource Center ## Insights, best practices, case studies, and more—built for the way finance teams work Blog Read latest articles [](/resources/?_categories=post) Whitepapers & eBooks Download expert insights [](https://charted.com/resources/?_categories=white-papers-ebooks) Company Events See upcoming events [](/resources/?_categories=event) Resource Center View all resources [](https://charted.com/resources/) ![professional woman looking at a tablet at work](https://charted.com/wp-content/uploads/2026/07/shutterstock_2418447459-32x21.webp "MatureBusyHappyBusinesswomanBankManagerOlderFemaleCorporateExecutive - Charted") 1099 vendor onboarding in NetSuite: How to get ahead of tax seasonBlog September 3, 2026 [](https://charted.com/blog/1099-vendor-onboarding-in-netsuite-how-to-get-ahead-of-tax-season/) ![Two coworkers chat near large windows; woman holds open laptop while explaining to a man in a beige jacket.](https://charted.com/wp-content/uploads/2026/07/shutterstock_2648267185-32x21.webp "HappyBusinessColleaguesCommunicatingWhileUsingLaptopWhileWorkingIn - Charted") Charted Launches ERP-Native E-invoicing Across EMEABlog September 1, 2026 [](https://charted.com/blog/charted-launches-erp-native-e-invoicing-across-emea/) ![Two people in suits looking over a laptop screen](https://charted.com/wp-content/uploads/2026/07/shutterstock_2685774123-32x21.webp "BusinessTeamAnalysisBusinessAccountingWorkingAnalyzeMarketDataBalance - Charted") From zero to scale: How finance leaders build, unlearn, and grow without breakingBlog August 20, 2026 [](https://charted.com/blog/from-zero-to-scale-how-finance-leaders-build-unlearn-and-grow-without-breaking/) ## Built to feel invisible. Designed to feel right. Our solutions follow your rhythm—reducing friction, instead of adding steps—so finance can focus on decisions, instead of detours. [Get Started](https://charted.com/get-started/) --- ### [Services Overview](https://charted.com/services/) **Published:** July 22, 2025 **Author:** bb-admin **Content:** NetSuite is the #1 in cloud ERP # Your expert partner for all things NetSuite Charted was born from years of hands-on implementation experience, aligning consulting roots with product strength. Offering professional, technical, and managed NetSuite services, we have the expertise to handle all of your NetSuite needs. [Let’s Talk](https://charted.com/get-started/) ![](https://charted.com/wp-content/uploads/2025/08/services-overview-hero-32x14.webp "services-overview-hero - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-White-400x200--32x16.webp "AirLease-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-White-400x200-1-32x16.webp "Cardiovascular-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-White-400x200-1-32x16.webp "Fleet-Feet-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-White-400x200--32x16.webp "JonnyPops-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-White-400x200-1-32x16.webp "Thrive-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-White-400x200-1-32x16.webp "Wasabi-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-White-400x200-1-32x16.webp "Whoop-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-White-400x200-1-32x16.webp "F45-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-White-400x200-1-32x16.webp "Sox-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-White-400x200--32x16.webp "AirLease-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-White-400x200-1-32x16.webp "Cardiovascular-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-White-400x200-1-32x16.webp "Fleet-Feet-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-White-400x200--32x16.webp "JonnyPops-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-White-400x200-1-32x16.webp "Thrive-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-White-400x200-1-32x16.webp "Wasabi-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-White-400x200-1-32x16.webp "Whoop-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-White-400x200-1-32x16.webp "F45-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-White-400x200-1-32x16.webp "Sox-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-White-400x200--32x16.webp "AirLease-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-White-400x200-1-32x16.webp "Cardiovascular-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-White-400x200-1-32x16.webp "Fleet-Feet-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-White-400x200--32x16.webp "JonnyPops-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-White-400x200-1-32x16.webp "Thrive-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-White-400x200-1-32x16.webp "Wasabi-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-White-400x200-1-32x16.webp "Whoop-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-White-400x200-1-32x16.webp "F45-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-White-400x200-1-32x16.webp "Sox-Logo-White-400x200 - Charted") NetSuite benefits ## Why use NetSuite? ![](https://charted.com/wp-content/uploads/2025/07/why-companies-choose-netsuite-32x27.webp "why-companies-choose-netsuite - Charted") All-in-one cloud repository Experience increased visibility and effortlessly scale your business with a single cloud solution, whether your focus is local or global. Automation your way Free up resources by automating time-consuming tasks and streamline common business processes, with the ability to customize to fit your needs. Flexibility to scale Achieve growth with more flexibility, stay compliant with all regulations, and streamline your approach. Real-time business analytics Gather reports, analyze data to make informed decisions, and stay ahead in today’s dynamic landscape. 84% of companies in the Forbes Cloud 100 list are NetSuite customers 43,000+ customers across 200 countries run their businesses on NetSuite 62% of tech IPOs since 2011 are NetSuite users Services ## NetSuite services for every need Turn complexity into clarity with Charted services, providing strategic guidance and expertise on your NetSuite journey. ![](https://charted.com/wp-content/uploads/2025/07/NetSuite-Implementations-32x29.webp "NetSuite-Implementations - Charted") NetSuite implementation services Are you looking to implement NetSuite for your organization? Let our team of consultants guide you through this process using our hands-on implementation approach. Charted is trusted by both finance and IT teams to get ERP implementations and solutions right. [Learn More](https://charted.com/services/netsuite-implementations/) ![](https://charted.com/wp-content/uploads/2025/07/netsuite-optimizations-32x29.webp "netsuite-optimizations - Charted") NetSuite optimization services Get the help you need, whether implementing new modules, optimizing business processes, customizing NetSuite, or integrating new functionality. Our experts will help you get the most out of your NetSuite environment. [Let’s Discuss your Project](https://charted.com/services/netsuite-optimizations/) ![](https://charted.com/wp-content/uploads/2025/07/NetSuite-Managed-Services-32x29.webp "NetSuite-Managed-Services - Charted") NetSuite managed services Are you looking for NetSuite experts to help with ongoing administrative needs? Our NetSuite managed services and support team can help with functional questions, best practices, reports, and more. [Learn More](https://charted.com/ap-automation-suite/netsuite-admin/) NetSuite services for all ## Diverse Industries, One Solution Services by Industry Services by Expertise ##### BioTech & life sciences ![](https://charted.com/wp-content/uploads/2025/07/Biotech
-Life-Sciences-32x32.webp "Biotech
& Life Sciences - Charted") Manage complex regulatory requirements, streamline financials, and scale R&D efforts with a NetSuite setup designed for the unique challenges faced by Biotech and life sciences organizations. - Reporting and Clinical Trial Management - Multi-entity financials, supply chain, inventory, and grant tracking - Support FDA, SOX, and GxP compliance [](https://charted.com/services/biotech-and-life-sciences/) ##### Software & technology ![](https://charted.com/wp-content/uploads/2025/07/pexels-anastasia-shuraeva-7279327-32x32.webp "pexels-anastasia-shuraeva-7279327 - Charted") Software and high-growth tech companies can turn data into action with a NetSuite environment designed to support your team’s needs. Automate subscription billing, revenue recognition, and create investor-ready reporting, without ever leaving NetSuite. - NetSuite Billing and ARM for ASC 606-compliant revenue management - Automate quote-to-cash processes - Integrate with CRM and CPQ tools - Dashboards for ARR, churn, CAC, and other SaaS metrics [](https://charted.com/services/software-and-technology-businesses/) ##### Manufacturing ![](https://charted.com/wp-content/uploads/2025/07/manufacturing-32x32.webp "manufacturing - Charted") Modernize your manufacturing operations with NetSuite’s robust manufacturing and inventory capabilities. From discrete to process manufacturing, solutions are designed to improve visibility, reduce waste, and support growth. - Configure BOMs, work orders, and routings - Integrate with third-party systems for real-time data - Optimize demand planning, procurement and inventory management [](https://charted.com/services/manufacturing/) ##### Wholesale distribution ![](https://charted.com/wp-content/uploads/2025/07/wholesale-distribution-32x32.webp "wholesale-distribution - Charted") Wholesale distributors gain control over inventory, pricing, and fulfillment with NetSuite’s end-to-end capabilities. Improve margins, customer service, and operational agility with custom solutions built for your day-to-day and your big picture. - Advanced inventory management, bin tracking and demand forecasting - Integrate with 3PLs, EDI, and eCommerce platforms seamlessly - Configure pricing tiers, promotions, and customer-specific terms [](https://charted.com/services/manufacturing/) ##### Advisory & strategy ![](https://charted.com/wp-content/uploads/2025/08/pexels-mart-production-7222939-1-32x32.webp "pexels-mart-production-7222939 1 - Charted") Charted aligns NetSuite capabilities with business goals, offering tailored advisory services designed to drive operational efficiency with a flexible, client-first approach. - Process assessments and roadmap development - NetSuite fit-gap analysis, evaluation, and buying expertise - Executive-level advisory on ERP strategy ##### Design & configuration ![](https://charted.com/wp-content/uploads/2025/08/surface-N-7q6GwL84-unsplash-1-32x32.webp "surface-N--7q6GwL84-unsplash 1 - Charted") Configure NetSuite environments that reflect your unique business needs, workflows, compliance requirements, and growth plans. Tailored solutions are shaped around your priorities—not the other way around. - Functional and technical design and configuration - Align business goals to NetSuite functionality - Optimize core modules for financial and operational management ##### Integrations & customizations ![](https://charted.com/wp-content/uploads/2025/08/pexels-mizunokozuki-12903252-1-32x32.webp "pexels-mizunokozuki-12903252 1 - Charted") Integrate NetSuite with your broader tech stack and build custom solutions to extend platform functionality, without compromising your system integrity. Let us help make your NetSuite integrations as frictionless as Charted AP Automation solutions. - API-based integrations with any platform - SuiteScript development for custom business logic and automation - SuiteTalk and RESTlet solutions for real-time data exchange ##### Mergers & acquisitions ![](https://charted.com/wp-content/uploads/2025/08/pexels-a-darmel-8134191-1-32x32.webp "pexels-a-darmel-8134191 1 - Charted") Simplify your M&A activities with NetSuite-focused services that streamline system consolidation and data migration, harmonizing disparate processes. Realize greater value, faster, while ensuring business continuity. - NetSuite tenant consolidation and intercompany setup - Data migration planning and execution across entities - Post-merger process alignment and reporting standardization ##### Education & training ![](https://charted.com/wp-content/uploads/2025/08/pexels-august-de-richelieu-4260323-1-32x32.webp "pexels-august-de-richelieu-4260323 1 - Charted") Customized training programs are designed to equip users with the knowledge and confidence to fully leverage NetSuite. Our flexible formats support onboarding, upskilling, and ongoing enablement. - Role-based training for end-users, administrators, and executives - Custom training materials, guides, and video walkthroughs - Live workshops available on-site and in-person, virtual, and on-demand learning ##### Change & project management ![](https://charted.com/wp-content/uploads/2025/08/project-management-tab-img-32x32.webp "project-management-tab-img - Charted") Certified project managers and change specialists ensure NetSuite initiatives are delivered on time, on budget, and with strong user adoption. Our methodology is adapted to fit your culture and pace. - Agile and waterfall project delivery methods - Stakeholder engagement and communication planning - Change readiness assessments and adoption ## Built to feel invisible. Designed to feel right. Our solutions follow your rhythm—reducing friction, instead of adding steps—so finance can focus on decisions, instead of detours. [Get Started](https://charted.com/get-started/) --- ### [Invoice Automation](https://charted.com/ap-automation-suite/invoice-processing-automation/) **Published:** July 15, 2025 **Author:** bb-admin **Content:** Invoice Automation # AP Invoice Automation with AI where it matters. Purpose-built for NetSuite. Invoice AI captures data accurately, detects and learns your coding patterns, and creates bills automatically, eliminating manual entry and rework. Set your own rules for touchless processing, auto-route exceptions, and validate against POs and receipts in real time—all without ever leaving NetSuite. [Request a Demo](https://charted.com/get-started/) ![](https://charted.com/wp-content/uploads/2025/08/cb-left-violet-12x32.webp "cb-left-violet - Charted") ![](https://charted.com/wp-content/uploads/2025/08/cb-right-violet-12x32.webp "cb-right-violet - Charted") Why Charted? ## Why finance teams choose Charted Invoice Automation AI-powered invoice data extraction Eliminate manual entry errors, speed up processing, and handle complex invoices automatically with AI-enabled invoice processing that learns from your data. Integrationless Automation No system-switching or data-syncing. Everything happens seamlessly within your NetSuite environment. Automated validation and approvals Auto-create high-confidence bills. Catch discrepancies with real-time 3-way match. License-free approval workflows connect all stakeholders. Integrationless automation ## Transform your AP workflow with Invoice Automation for NetSuite ![](https://charted.com/wp-content/uploads/2025/08/invoice-ai-next-gen-ocr-32x29.webp "invoice-ai-next-gen-ocr - Charted") Invoice AI Invoice AI: Next-gen OCR Captures data from email or drag-and-drop PDFs, or receive e-invoices in several European jurisdictions. Learns your coding patterns over time. Follows custom rules you create via natural language directions. Enable touchless processing with intelligent controls. Managed all from a customizable inbox. [Learn More](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) ![](https://charted.com/wp-content/uploads/2025/08/real-time-3-way-match-validation-32x29.webp "real-time-3-way-match-validation - Charted") 3-Way Match Real-time 3-way Match validation Catches discrepancies instantly as you process invoices, supports flexible tolerance rules, and provides variance justification tracking for complete audit trails and controls. [Learn More](https://charted.com/ap-automation-suite/real-time-3-way-match/) ![](https://charted.com/wp-content/uploads/2025/08/intelligent-approval-automation-32x29.webp "intelligent-approval-automation - Charted") Approvals Intelligent Approval Automation Route invoices to any stakeholder with configurable approval rules, enable approvals directly from email without NetSuite licenses, and maintain complete audit trails automatically. [Learn More](https://charted.com/ap-automation-suite/approval-automation/) ## Customer success story ![](https://charted.com/wp-content/uploads/2025/08/east-west-partners-logo-light-32x3.webp "east-west-partners-logo-light - Charted") Real estate development firm East West Partners reduced invoice processing times by 70% and streamlined their check printing process with Charted [Read the Full Story](https://charted.com/case-study/east-west-partners/) “One thing we’ve appreciated about Charted is that they understood who we were and what we were able to do from a technology standpoint, which really helped us in the learning process. They provided detailed information that helped everyone grasp how the solution would work.” Eric Symons Accounting Manager ![](https://charted.com/wp-content/uploads/2025/07/pexels-mantasink-1106476-1-32x29.webp "pexels-mantasink-1106476 1 - Charted") Invoice Automation for NetSuite ## Frequently asked questions How does Charted AP Automation Suite work with NetSuite? Charted is built as a native SuiteApp, fully embedded within your NetSuite environment—no external integrations required. The platform provides end-to-end AP automation directly inside NetSuite—from invoice capture and AI- powered data extraction to approval workflows and payment processing—eliminating context-switching while maintaining your single source of truth. What invoice formats do you support (PDF, email, scanned, etc.)? Charted [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/ "Invoice AI") supports PDF invoices delivered through multiple channels including email attachments and drag-and-drop uploads. The system handles multi-language invoices across all Latin-based alphabets and processes any configured NetSuite currency, adapting automatically to different vendor formats without requiring manual template setup. Charted also supports receiving e-invoices in the following jurisdictions: Belgium, Germany, France, Norway, Sweden, the Netherlands, Denmark and Finland, and further expansion to Italy, Romania, and Poland expected in October 2026. E-invoices are sent via PEPPOL or other country-specific networks. Does the solution support multi-entity and multi-currency invoices? Yes, as a NetSuite-native solution, Charted leverages NetSuite’s built-in multi-entity and multi-currency capabilities seamlessly. The system intelligently routes invoices to the correct subsidiary based on vendor patterns and business rules, while automatically handling currency conversions, and entity-specific approval workflows within your existing NetSuite structure. Can the solution automatically extract invoice data (via OCR)? [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/ "Invoice AI") delivers 95%+ accuracy in automatically extracting header and line-level data from invoices, including vendor information, amounts, dates, and custom fields. Charted AI continuously learns from corrections to improve accuracy over time and can extract specialized data like meter numbers or project codes using natural language directions configured in plain English. Does it support approval workflows within NetSuite? Yes, Charted Approval Automation enables sophisticated approval workflows directly within NetSuite, allowing employees to approve transactions via email without requiring NetSuite licenses. You can configure approval rules based on amounts, departments, subsidiaries, or custom criteria, with complete audit trails maintained within NetSuite records for compliance requirements. How are vendor invoices matched to purchase orders or receipts? Our [Real-Time 3-Way Match](https://charted.com/ap-automation-suite/real-time-3-way-match/ "Real-Time 3-Way Match") automatically validates invoices against purchase orders and receipts at the line level, with customizable tolerance thresholds for price and quantity variances. When discrepancies are detected, the system automatically routes exceptions through your approval workflows while maintaining detailed audit trails of all matching decisions. Can I customize approval chains or rules? Yes, you can configure approval rules based on invoice amounts, departments, subsidiaries, vendors, or any combination of criteria without scripting or IT intervention. The system supports both hierarchy-based and matrix-based routing, approval delegation, and email notifications, giving you complete control over your approval processes while maintaining comprehensive audit trails. Is AI or machine learning used to improve invoice processing? Yes, our [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/ "Invoice AI") feature uses advanced machine learning that automatically improves accuracy by learning from every correction you make. The system analyzes historical coding patterns to suggest appropriate accounts and departments for future invoices, while natural language AI directions allow you to teach the system custom extraction rules using plain English instructions—no technical configuration required. How does touchless invoice processing work in NetSuite with Charted? 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. ## Built to feel invisible. Designed to feel right. Charted solutions follow your rhythm—reducing friction, instead of adding steps—so finance can focus on decisions, instead of detours. [Contact Us](https://charted.com/get-started/) --- ### [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) **Published:** July 18, 2025 **Author:** bb-admin **Content:** [Invoice Automation](https://charted.com/ap-automation-suite/invoice-processing-automation/) Invoice AI # AP Invoice Automation software that understands your business in NetSuite Charted Invoice AI brings intelligent automation directly into your NetSuite workflow. No connectors, no context-switching, no friction. Process invoices with 95%+ accuracy while AI learns your coding logic and adapts to any vendor format with the option to auto-create bills. [Request a Demo](https://charted.com/get-started/) ![](https://charted.com/wp-content/uploads/2025/08/invoice-ai-hero-1-32x32.webp "invoice-ai-hero - Charted") By the numbers ## Finance that flows, without the back-and-forth 95%+ Accuracy that improves over time Zero Templates to maintain 10x Faster invoice processing How it works ## Turn any invoice into an automated workflow [Request a Demo](https://charted.com/get-started/) Receive 01 **AI that adapts, not dictates**. Email PDF invoices directly to NetSuite, drag-and-drop your files, or utilize e-invoicing in select jurisdictions. Invoice AI extracts data from either format, effortlessly understanding the language, currency, and line items, without the manual template setup. Built to learn, designed to improve. ![](https://charted.com/wp-content/uploads/2025/08/Capture-32x27.webp "Capture - Charted") Review 02 **Intelligent controls to auto-create bills.** Real-time 3-way matching instantly catches discrepancies. Enable touchless processing to auto-create bills that Invoice AI handles perfectly—or manually review processed invoices side-by-side with your vendor bill form. ![](https://charted.com/wp-content/uploads/2025/08/solutions-controller-img-32x27.webp "solutions-controller-img - Charted") Route 03 Approval workflows that work like you do. Email approvals for stakeholders without NetSuite licenses. Configurable rules based on any criteria, such as amount, department, or vendor. Complete audit trails are automatically maintained. [Learn More](https://charted.com/ap-automation-suite/approval-automation/) ![](https://charted.com/wp-content/uploads/2025/08/Route-32x27.webp "Route - Charted") ![](https://charted.com/wp-content/uploads/2025/08/Capture-32x27.webp "Capture - Charted") ![](https://charted.com/wp-content/uploads/2025/08/solutions-controller-img-32x27.webp "solutions-controller-img - Charted") ![](https://charted.com/wp-content/uploads/2025/08/Route-32x27.webp "Route - Charted") What’s included ## Automation that adapts to your business Charted AI gets smarter with every invoice When you correct an invoice, Charted identifies and remembers the underlying business logic. Invoice AI distills patterns from your coding history and applies them automatically to future invoices. Less busy work, more strategic focus. ![](https://charted.com/wp-content/uploads/2025/08/Invoice_AI_ai-capture-32x27.webp "Invoice_AI_ai-capture - Charted") Add custom rules with plain English instructions Need to extract account numbers? Service periods? Project codes? Just tell the AI in plain language: “Pull the first date as Start Date, last date as End Date for each line.” No technical setup, no IT involvement. Processing automatically adapts to your unique rules and requirements. ![](https://charted.com/wp-content/uploads/2025/08/Invoice_AI_custom-rules-32x27.webp "Invoice_AI_custom-rules - Charted") Review invoices directly inside NetSuite Review invoices and vendor bill records side-by-side, directly in NetSuite. Enjoy streamlined workflows that fit seamlessly into where your team already operates, including customizable columns, segmented views, comments and @mentions directly in NetSuite, and custom labels. ![](https://charted.com/wp-content/uploads/2025/08/Invoice_AI_review-32x27.webp "Invoice_AI_review - Charted") Advanced 3-way matching with exception intelligence Line-level validation compares POs, receipts, and vendor bills with customizable tolerance thresholds. Variance detection routes exceptions to the right approvers with complete justification tracking. Audit-ready, without the anxiety. [Learn More](https://charted.com/ap-automation-suite/real-time-3-way-match/) ![](https://charted.com/wp-content/uploads/2025/08/invoice-ai_3-way-match_img-32x27.webp "invoice-ai_3-way-match_img - Charted") Touchless processing and flexible approvals Invoice AI automatically creates vendor bills in NetSuite when invoices meet your criteria—complete with GL coding, PO matching, and audit documentation. Bills flow through approval workflows you configure for any stakeholder, no NetSuite license required. Approvers review and approve directly from email while you maintain complete control and audit trails. [Learn More](https://charted.com/ap-automation-suite/approval-automation/) ![](https://charted.com/wp-content/uploads/2025/08/Invoice_AI_approval-32x27.webp "Invoice_AI_approval - Charted") Electronic invoices, sent directly to your inbox Companies operating in Belgium, Germany, France, Norway, Sweden, the Netherlands, Denmark, and Finland can now receive electronic invoice data directly into their NetSuite inbox with Charted E-invoicing. No PDFs or paperwork required, e-invoices are processed through the PEPPOL or country-specific networks. E-invoices are structured as a machine-readable format and can now be incorporated directly into your AP workflow with Charted with a simple opt-in—no extra work needed. ![Flow diagram: invoices on the left connect via dashed arrows to the Oracle NetSuite logo on the right, representing data integration for invoicing and accounting.](https://charted.com/wp-content/uploads/2026/05/Charted-ProductGraphic-EinvoicingFNL-32x32.webp "Charted-ProductGraphic-EinvoicingFNL - Charted") ## Customer success story ![](https://charted.com/wp-content/uploads/2025/08/affina-therapeutics-logo-light-32x7.webp "affina-therapeutics-logo-light - Charted") Affinia Therapeutics achieved an 80% boost in efficiency with Charted by automating everything from bill capture to payment processing. [Read the Full Story](https://charted.com/case-study/affinia-therapeutics/) “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 ![](https://charted.com/wp-content/uploads/2025/08/pexels-ivan-samkov-9629716-1-32x32.webp "pexels-ivan-samkov-9629716 1 - Charted") For your team ## From back office to growth engine Built by NetSuite experts who understand finance workflows, Charted transforms AP from cost center to strategic enabler. CFO Accelerate close cycles and improve reporting accuracy while reducing AP processing costs by up to 60-80%. Charted frees your finance team from manual data entry, enabling strategic analysis that drives business growth. Real-time visibility, audit-ready documentation. [Learn More](https://charted.com/ap-automation-suite/cfo/) ![](https://charted.com/wp-content/uploads/2025/09/cfo-hero-image-32x27.webp "cfo-hero-image - Charted") Controller Eliminate manual corrections and streamline month-end with 95%+ accurate data capture. Built-in 3-way matching and comprehensive audit trails give you complete confidence in your numbers. Skip the guesswork, trust your data. [Learn More](https://charted.com/ap-automation-suite/controllers/) ![](https://charted.com/wp-content/uploads/2025/08/controller-32x27.webp "controller - Charted") AP Professional Transform tedious data entry into strategic vendor management. AI learns your coding patterns and handles complex invoices automatically. Spend less time chasing approvals, and more time optimizing processes and building relationships that matter. [Learn More](https://charted.com/ap-automation-suite/ap-professional/) ![](https://charted.com/wp-content/uploads/2025/08/ap-professional-32x27.webp "ap-professional - Charted") CIO Deploy enterprise-grade automation without integration headaches. Charted operates entirely within NetSuite—no middleware to manage, no security risks, no performance impact. Built to scale without the sprawl. [Learn More](https://charted.com/ap-automation-suite/cio/) ![](https://charted.com/wp-content/uploads/2025/08/cio-32x27.webp "cio - Charted") NetSuite Admin Implement powerful AP automation with zero maintenance burden. Native NetSuite architecture means no integrations to manage and no external systems to maintain. Up to date, without the upkeep. [Learn More](https://charted.com/ap-automation-suite/netsuite-admin/) ![](https://charted.com/wp-content/uploads/2025/08/netsuite-admin-32x27.webp "netsuite-admin - Charted") ![](https://charted.com/wp-content/uploads/2025/09/cfo-hero-image-32x27.webp "cfo-hero-image - Charted") ![](https://charted.com/wp-content/uploads/2025/08/controller-32x27.webp "controller - Charted") ![](https://charted.com/wp-content/uploads/2025/08/ap-professional-32x27.webp "ap-professional - Charted") ![](https://charted.com/wp-content/uploads/2025/08/cio-32x27.webp "cio - Charted") ![](https://charted.com/wp-content/uploads/2025/08/netsuite-admin-32x27.webp "netsuite-admin - Charted") ## Frequently asked questions How does Charted Invoice AI integrate with NetSuite? 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. What makes AI-powered invoice processing better than traditional OCR? Traditional optical character recognition (OCR) often requires manual template setup for each vendor format. Charted [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/ "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. Who typically uses Charted Invoice AI within finance teams? 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. What invoice formats does Charted support? Charted processes standard invoice formats in PDFs, with support for all Latin-based [languages ](https://charted.com/blog/what-languages-are-supported-with-charted-ocr-technology/)and many other non-Latin based languages, as well as the majority of world currencies. Charted also processes digital invoices or e-invoices, for businesses in the following jurisdictions: Belgium, Germany, France, Norway, Sweden, the Netherlands, Denmark and Finland, with further expansion to Italy, Romania, and Poland expected by October 2026. These e-invoices will be directly ingested into NetSuite using [Charted AP Automation](https://charted.com/ap-automation-suite/), like other standard invoice formats, benefitting from the Charted NetSuite-native architecture. Invoices arrive via email, drag-and-drop upload, or as e-invoices, without any alterations needed to your automated workflows. No templates needed, means no format restrictions. How secure is invoice data processing with Charted? 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. How does Charted handle invoice exceptions and errors? 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. Does Charted automatically recognize different vendor layouts? 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. How accurate is Charted Invoice AI data extraction? 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. Can Charted automatically code expenses and match GL accounts? 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. How does touchless invoice processing work in NetSuite with Charted? 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. Does touchless invoice processing bypass approval workflows? 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. What is e-invoicing? 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. How does e-invoicing work in NetSuite with Charted? Charted E-invoicing capabilities are integrated within [Charted AP Automation](https://charted.com/ap-automation-suite/) as part of [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) 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 are currently available for organizations working in the following jurisdictions: Belgium, Germany, France, Norway, Sweden, the Netherlands, Denmark and Finland. Further expansion to Italy, Romania, and Poland, are planned for October 2026. ## Built to feel invisible. Designed to feel right. Our solutions follow your rhythm—reducing friction, instead of adding steps—so finance can focus on decisions, instead of detours. [Contact Us](https://charted.com/get-started/) --- ### [Terms & Conditions](https://charted.com/terms-conditions/) **Published:** July 7, 2025 **Author:** bb-admin **Content:** # Terms and Conditions Last Updated August 7, 2026 **SOFTWARE SUBSCRIPTION AND PROFESSIONAL SERVICES AGREEMENT** **PLEASE SCROLL DOWN AND READ ALL OF THE FOLLOWING TERMS AND CONDITIONS OF THIS SOFTWARE SUBSCRIPTION AND PROFESSIONAL SERVICES AGREEMENT (TOGETHER WITH THE DPA (AS DEFINED BELOW), THIS “AGREEMENT”) CAREFULLY BEFORE ACCESSING AND USING THE APPLICATIONS AND SERVICES. THIS AGREEMENT IS A LEGALLY BINDING CONTRACT BETWEEN YOU (“CUSTOMER”, “YOU”, or “YOUR”) AND CHARTED, INC. (“CHARTED”), A DELAWARE CORPORATION WITH OFFICES AT 101 ARCH STREET, 8TH FLOOR, BOSTON, MA, 02110, AND SETS FORTH THE TERMS AND CONDITIONS THAT GOVERN CUSTOMER’S ACCESS AND USE OF THE APPLICATIONS AND SERVICES. BY ACCESSING AND USING THE APPLICATIONS AND SERVICES, CUSTOMER ACKNOWLEDGES THAT IT HAS READ AND UNDERSTOOD THIS AGREEMENT AND AGREE TO ABIDE BY ALL OF THE TERMS AND CONDITIONS STATED OR REFERENCED HEREIN. CUSTOMER AGREES THAT THIS AGREEMENT IS THE FULL AND EXCLUSIVE EXPRESSION OF THE AGREEMENT BETWEEN CUSTOMER AND CHARTED AND THAT IT TAKES PRECEDENCE OVER ALL PREVIOUS PROPOSALS OR VERBAL OR WRITTEN AGREEMENTS AND OTHER COMMUNICATIONS REGARDING THE SUBJECT OF THIS AGREEMENT. IF CUSTOMER DOES NOT AGREE TO ABIDE BY THE TERMS AND CONDITIONS CONTAINED IN THIS AGREEMENT, DO NOT ACCESS AND USE THE APPLICATIONS AND SERVICES. CUSTOMER MUST ACCEPT AND ABIDE BY THIS AGREEMENT AS PRESENTED – ANY CHANGES, ADDITIONS OR DELETIONS BY CUSTOMER TO THIS AGREEMENT WILL NOT BE ACCEPTED BY CHARTED AND WILL NOT BE PART OF THIS AGREEMENT. CHARTED reserves the right, at its sole discretion, to change, modify, add or remove portions of THIS AGREEMENT, at any time. It is CUSTOMER’S responsibility to check THIS AGREEMENT periodically for changes. CUSTOMER’S continued use of the SERVICES will mean that IT accepts and agrees to the changes.** A capitalized term used herein and not otherwise defined when first used shall have the meaning ascribed to such term as specified in Exhibit A hereto. The parties hereby enter into the Data Processing Addendum, available at [https://charted.com/data-processing-agreement/ ](https://charted.com/data-processing-agreement/)(as amended from time to time, the “**DPA**”), which is incorporated into this Agreement by reference. In consideration of the mutual covenants contained in this Agreement, and for other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the parties agree as follows: **1. Professional Services.** 1.1 Charted Obligations. Charted shall provide any professional services (the “**Professional Services**”) to Customer described in the applicable SOW during the term of such SOW. 1.2 Customer Obligations. (a) Customer shall use the Services and the results thereof solely for its internal business purposes in accordance with the Statement of Work and not for the benefit of any third parties. Customer will cause all it and all Authorized Parties to whom Customer provides any access to the Services or Charted Confidential Information to comply with the provisions of this Agreement. (b) For any Services provided by Charted involving file storage, Customer is responsible for maintaining appropriate backups of any data/files stored by Charted. (c) Customer represents and warrants that (a) in connection with its use of the Services, Customer Data shall not disclose or transmit to Charted any Protected Health Information; (b) Customer is not engaging Charted to provide any activities or services that involve the use or disclosure of Protected Health Information; and (c) Customer will not use the Services for any purpose or in any manner that involves the use or disclosure of Protected Health Information. (d) Customer assumes full responsibility for its Authorized Parties with respect to the transmission of Customer Data it sends or provides to Charted. Customer assumes full responsibility to safeguard against unauthorized access and provide appropriate protection of its Customer Data prior to and during the transmission or transfer of its Customer Data to Charted. Customer acknowledges that the accuracy of delivering the results from the Services depends upon the accuracy and completeness of the Customer Data. Customer accepts sole responsibility for errors in the Application to the extent resulting from inaccurate or incomplete Customer Data supplied to Charted by Customer or Authorized Parties. **2. Software Subscriptions and Services.** 2.1 License Grant. If Customer has purchased a subscription to any Charted software application specified in the applicable Sales Order (an “**Application**”), Charted hereby grants to Customer a limited, non-exclusive, non-transferable, non-assignable, revocable, license during the subscription term specified in such Sales Order to remotely access and use the software on the Customer’s NetSuite platform solely for Customer’s internal business purposes. Customer shall be solely responsible for all use of the Services under Customer’s account, including by Customer’s Employees and/or Authorized Parties. For the avoidance of doubt, a Sales Order hereunder may specify access to an Application, the provision of Managed Services, or both. Additionally, Customer may purchase, and Charted may provide, managed services as specified in the applicable Sales Order (“**Managed Services**”, and, collectively with any applicable Application and/or Professional Services, the “**Services**”). For the avoidance of doubt, no Services shall be provided except pursuant to a valid Order Document signed in writing by both Charted and Customer. 2.2 Internal Use Only. Customer shall use the Application solely for its internal business purposes as permitted under this Agreement and in accordance with the Sales Order, and not for the benefit of any third parties. 2.3 Support. During the subscription term for the applicable Application, as defined in the applicable Sales Order, Charted shall provide reasonable support for the Application via email for maintenance and support relevant to the Application’s standard functionality as described at: http://docs.charted.com. Assistance with configuration design, updates to the Application’s configuration or assistance with hardware issues are not included as part of such support. 2.4 Implementation. Charted shall implement the Application if and as further described in the applicable Sales Order, which implementation shall be deemed to be Services hereunder. All implementation Services will be performed remotely. 2.5 Initial Subscription Term. (a) Unless specified otherwise in the applicable Sales Order, Customer’s initial subscription term to use the Application (the “**Initial Subscription Term**”) is one (1) year commencing on the date specified in the applicable Sales Order. (b) Upon the expiration of the Initial Subscription Term or any renewal term thereof, unless either party provides the other with written notice of its election not to renew such Sales Order at least thirty (30) days prior to such renewal date, the subscription term will automatically renew, for a term equal in duration to the Initial Subscription Term at the rates specified therein. Charted reserves the right to change the rates, applicable charges, and usage policies and to introduce new charges for any renewal term, upon at least 60 days’ prior notice to Customer, which notice may be provided by e-mail. 2.6 Automate Payments Feature. If Customer uses the Automate Payments feature of the Application, then the terms on Exhibit B hereto shall apply to the use of such feature. 2.7 Check Fraud. Customer will not use the Services or Application to create or send fake, forged, deceptive or otherwise fraudulent checks. 2.8 Third-Party Implementation Services. Subject to Section 5.1(ii), if Customer purchases access to the Application and/or Managed Services through one of Charted’s referral partners (each, a “**Partner**”), implementation of such Application and/or Managed Services may be provided by such Partner (“**Third-Party Implementation Services**”). The provision of Third-Party Implementation Services shall be subject to a separately executed agreement between the Customer and the applicable Partner. Charted hereby disclaims all responsibility for such Third-Party Implementation Services and such Third-Party Implementation Services shall not constitute Services under this Agreement. **3. Intellectual Property** 3.1 Reservation of Rights. Except as expressly set forth in Section 3.3, nothing in this Agreement shall constitute a transfer of any proprietary right by Charted to Customer. The Services may be protected by patent, copyright, trade secret, and other intellectual property laws. As between the parties, Charted owns and retains all right, title and interest in and to the Intellectual Property Rights in and to the Services (including any Application and/or any data and/or analytics made available through the Services) and any enhancements, modifications or derivative works thereof. 3.2 Feedback. Notwithstanding any provision in this Agreement to the contrary, Charted may use, develop and implement any information, suggestions, comments or other feedback (collectively, “**Feedback**”) provided to Charted by Customer or any of its Employees, Authorized Parties, or other representatives in connection with the development, operation, marketing and sale of the Services, in Charted’s discretion and with no compensation to any person providing Feedback, irrespective of any Intellectual Property Rights claimed by Customer in such Feedback. Customer represents that it has not, and will not, knowingly provide Feedback that is subject to any third-party Intellectual Property Rights. 3.3 Deliverables. Effective upon: (i) Customer’s payment in full of all amounts due and payable to Charted under each SOW that are attributable to a particular Deliverable (as defined below); and (ii) the technical go-live event associated with such Deliverable; Charted hereby assigns and agrees to assign to Customer all right, title and interest in and to such Deliverable. “**Deliverables**” means custom work product created by Charted specifically for Customer in the course of rendering the Professional Services under each SOW (excluding any pre-existing Charted materials and/or any Charted Know-How (as defined below)). 3.4 Pre-Existing Materials; Charted Know-How. Charted will retain all right, title, and interest in and to any pre-existing Charted materials (including without limitation pre-existing Charted training materials) provided by Charted to Customer in connection with the Services. Customer acknowledges that prior to the commencement of the Services Charted had acquired, conceived, developed, or licensed, and in the course of, or in parallel to, rendering the Services Charted will continue to acquire, conceive, develop, or license, certain know-how relating to the type of Services to be performed for Customer (collectively, “Charted Know-How”). Customer desires Charted to apply the Charted Know-How in connection with the Services hereunder and acknowledges that performance of the Services will enhance and expand the Charted Know-How. Subject to Section 5 of this Agreement, nothing in this Agreement or any SOW will impair Charted’s right to use the Charted Know-How for Charted’s own behalf or on behalf of others. Customer acknowledges and agrees that, as between the parties, Charted retains and owns all right, title, and interest in and to Charted Know-How. **4. Fees & Payment.** 4.1 Fees, Invoicing, and Payment. Customer shall pay Charted the fees specified in the applicable Order Document. All fees are quoted and payable in United States dollars. Fees for the Services will be invoiced in accordance with the applicable Order Document. Unless different payment terms are set forth in the applicable Order Document, all fees shall be due and payable within thirty (30) days of invoice date. Customer shall provide Charted with complete and accurate billing and contact information. Customer will make payments via ACH or wire transfer. 4.2 Overages. If the Order Document specifies a usage tier with respect to any Services, in the event Customer’s usage of the Services exceed such usage tier, Customer shall pay Charted overage fees with respect thereto, which overage fees will be charged at (i) the overage rate specified in the Order Document for the initial term of the Order Document and (ii) Charted’s then-current overage rates for any renewal term of the Order Document. Charted shall invoice Customer in the following month for any such monthly overage fees incurred by Customer and such fees shall be due and payable within 30 days of the date of such invoice. 4.3 Expenses. All pre-approved travel related expenses (airfare, train fare, car rental, mileage, tolls, lodging, meals and the like) incurred by Charted in providing the Services will be reimbursed by Customer. Charted will provide reasonable documentation for all pre-approved incurred expenses exceeding twenty-five US dollars ($25.00) for which it seeks reimbursement. 4.4 Overdue Payments. Any payment not received from Customer by the due date shall accrue (except with respect to fee then under reasonable and good faith dispute), late charges at the rate of 1.5% of the outstanding balance per month, or the maximum rate permitted by law, whichever is lower, from the date of such payment was due until the date such payment is paid. 4.5 Non-Payment and Suspension of Services. If Customer’s account is more than thirty (30) days past due (except with respect to charges then under reasonable and good faith dispute under Section 4.7), in addition to any other rights or remedies it may have under this Agreement or by law, Charted reserves the right to suspend the Services or Application subscription, as applicable, without liability to Charted, until such amounts are paid in full. In addition, in the event Charted becomes aware of, suspects, or is otherwise notified of actual or potential fraudulent check or billing activity, Charted reserves the right to suspend the Services or Application subscription, as applicable, without liability to Charted. 4.6 Taxes. Fees do not include applicable taxes. Should any sales, use, and/or other tax be imposed on any part of this transaction, said tax shall be included on the invoice to Customer, except for taxes based on Charted’s net revenue. If Customer is tax exempt, Customer must provide Charted with a valid tax exemption certificate authorized by the appropriate taxing authority immediately upon the execution of this Agreement. 4.7 Refunds & Disputes. Except as otherwise provided, all fees are non-refundable. If Customer believes that any charges are in error, Customer is to open an accounting ticket to give notice to Charted within 30 days of the receipt of the disputed invoice. Any invoice not disputed by Customer in accordance with this Section 4.7 within 30 days of receipt of the invoice shall be deemed conclusively accepted by Customer as correct. Customer is responsible for any fees and costs (including, but not limited to, reasonable attorneys’ fees, court costs and collection agency fees) incurred by Charted in enforcing collection of overdue fees. 4.8 Missed Meetings. (a) Remote Meetings. To cancel any scheduled remote meeting hereunder, Customer must provide Charted with written notice of cancellation at least 4 hours prior to such meeting. A meeting not cancelled with such required prior notice shall be deemed a missed meeting for purposes of this paragraph. For each missed meeting after the first missed meeting, the Customer shall be billed in full for any such missed meetings based on Charted’s professional service rates as specified in the applicable Order Document. If no rate is specified, the applicable rate will be $235 per hour. (b) Onsite Meetings. To cancel any scheduled onsite meeting hereunder, Customer must provide Charted with written notice of cancellation at least 24 business hours prior to such meeting (unless such onsite meeting requires air travel, in which case such written notice must be received prior to any Charted personnel boarding any aircraft to travel to the applicable Customer site). A meeting not cancelled with such required prior notice shall be deemed a missed meeting for purposes of this paragraph. The Customer shall be billed in full for any subsequent missed meetings based on Charted’s professional service rates as specified in the applicable Order Document. If no rate is specified, the applicable rate will be $235/ hour. For the avoidance of doubt, in the event of any missed on-site, or in the event of any cancelled onsite meeting hereunder, Customer shall remain responsible for any and all non-cancellable or non-refundable expenses under Section 4.3. 4.9 Project Delay. If any Services are delayed by more than 10 business days by any act or omission of Customer, including but not limited to Customer’s failure to provide input, Customer Data, or approvals, such Services will be considered “on hold.” Charted will be entitled to pause progress on any “on hold” Services without liability of any kind therefor and may reallocate resources as Charted deems appropriate. Once the Customer rectifies such delay, the project will be re-activated and rescheduled based on Charted’s current workload, availability, and timeframe for reallocation of resources. Any “on hold” Services are still subject to the terms of this Agreement and the applicable Statement of Work including financial terms, payment schedule and obligations, and termination date. Reengagement of such Services may result in additional Services fees to be determined at time of reengagement. **5. Confidentiality.** 5.1 Confidentiality. Receiving Party shall: (i) use and reproduce the Confidential Information only to perform Receiving Party’s obligations and exercise Receiving Party’s rights under this Agreement and for no other purpose, and (ii) restrict disclosure of Confidential Information to Receiving Party’s personnel with a need to know the Confidential Information to enable Receiving Party to perform its obligations and exercise its rights under this Agreement, provided that such personnel are bound by confidentiality obligations at least as strict as those contained in this Agreement that are broad enough to encompass the Confidential Information. 5.2 Protection. Receiving Party agrees to protect the Confidential Information of the Disclosing Party in the same manner that it protects its own Confidential Information of like kind (but in no event using less than a reasonable standard of care). 5.3 Compelled Disclosure. If a party is compelled by Law to disclose Confidential Information of the other party, it shall promptly provide the other party with prior notice of such compelled disclosure (to the extent legally permitted) and provide reasonable assistance, at the other party’s cost, if the other party wishes to contest the disclosure. 5.4 Remedies. The parties expressly acknowledge and agree that any breach or threatened breach of this Section 5 by Receiving Party may cause immediate and irreparable harm to Disclosing Party that may not be adequately compensated by damages. Each Party therefore agrees that in the event of such breach or threatened breach of this Section 5 by the Receiving Party, and in addition to any remedies available at law, Disclosing Party shall have the right to seek equitable and injunctive relief, without the need to post bond, in any court of competent jurisdiction, with respect to such a breach or threatened breach. 5.5 Exclusions. Confidential Information shall not include any information that: (i) is or becomes generally known to the public without breach of any obligation owed to the other party; (ii) was known to a party prior to its disclosure by the other party without breach of any obligation owed to the other party; (iii) was independently developed by a party without breach of any obligation owed to the other party; or (iv) is received from a third party without breach of any obligation owed to the other party. Notwithstanding any other provision in this Agreement to the contrary, Charted may collect, analyze and/or anonymize Analytics obtained through the provision, use and/or performance of various aspects of the Services and may use such Analytics for Charted’s lawful business purposes. “**Analytics**” means data, statistics or other information, including Customer Data, that has been anonymized, aggregated, and/or deidentified such that it is not reasonably possible to identify Customer, Customer’s affiliates (if any), or any identified or identifiable natural person. Charted shall not re-identify, or attempt to re-identify, any of the Analytics except to test and validate Charted’s anonymization, aggregation, and/or deidentification processes. Notwithstanding any other provision to the contrary, Receiving Party may disclose to potential acquirers, potential and existing lenders, and/or potential and existing investors the existence, terms and subject matter of this Agreement (including any Order Document hereunder), provided that such third parties are advised by Receiving Party of the confidentiality requirements of this Agreement and are bound by an obligation of confidentiality to Receiving Party that serves to protect such information on terms no less restrictive than those contained in this Agreement. 5.6 Customer Data. Customer hereby grants to Charted the right and license to process and otherwise use Customer Data to the extent necessary to perform the Services or as otherwise permitted under this Agreement. Customer represents, warrants, and covenants that: (i) it has (and will have) processed, collected, and disclosed all Customer Data in compliance with applicable Law and provided any notice and obtained all consents and rights required by applicable Law to enable Charted to lawfully process Customer Data as permitted by this Agreement; (ii) it has (and will continue to have) full right and authority to make the Customer Data available to Charted under this Agreement; and (iii) Charted’s processing of the Customer Data in accordance with this Agreement or Customer’s instructions does and will not infringe upon or violate any applicable Law or any rights of any third party. 5.7 Individual Verification Data. The parties acknowledge and agree that this Agreement does not contemplate that any Individual Verification Data will be disclosed or made available or accessible to Charted by or on behalf of Customer, including in connection with Customer’s use of Charted’s Advanced Vendor Onboarding offering. Customer shall not disclose or provide access to Charted to any Individual Verification Data. “**Individual Verification Data**” means any information that is regulated by the Fair Credit Reporting Act, by the Gramm-Leach-Bliley Act, and/or any other consumer financial protection law or regulation. **6. Non-Solicitation.** Each party hereby agrees that during the term of this Agreement and for a period of one (1) year thereafter, neither party nor any of its employees, agents or contractors will, without the other party’s prior written approval, directly or indirectly hire any employee or consultant of such other party or recruit, solicit or knowingly induce, or attempt to induce, any employee or consultant of such other party to terminate his or her employment or consulting relationship with, or otherwise cease his relationship with, such other party; provided that nothing in this Section 6 shall prevent either party from hiring a respondent to a general solicitation not personally directed to him or her. **7. Warranties & Disclaimers.** 7.1 Warranties. (i) Each party represents and warrants that it has the right to enter into this Agreement and, in connection with its performance of this Agreement, shall comply with all Laws applicable to it, including those related to data privacy, international communications and the transmission of technical or personal data. (ii) Charted warrants that it shall perform the obligations described in each Order Document in a professional and workmanlike manner; and that all Services shall conform in all material respects to the terms and conditions of this Agreement and the description of Services in the applicable Order Document. 7.2 Warranty Remedies. As Customer’s exclusive remedy and Charted’s sole liability for breach of the warranty set forth in Section 7.1(ii), Charted shall (a) correct the non-conforming Services at no additional charge to Customer, or (b) in the event Charted is unable to correct such deficiencies after good-faith efforts, refund Customer prorated amounts paid to the extent attributable to the non-conforming Services from the date Charted received such notice. To receive warranty remedies, Customer must promptly report deficiencies in writing to Charted, but no later than thirty (30) days after the first date the deficiency is identified by Customer. 7.3 DISCLAIMER. (i) EXCEPT AS EXPRESSLY PROVIDED IN THIS SECTION 7, AND TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, CHARTED MAKES NO WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, STATUTORY OR OTHERWISE, AND SPECIFICALLY DISCLAIMS ALL IMPLIED WARRANTIES, INCLUDING ANY WARRANTIES OF MERCHANTABILITY, NON-INFRINGEMENT, OR FITNESS FOR A PARTICULAR PURPOSE WITH RESPECT TO THE SERVICES AND/OR RELATED DOCUMENTATION. CHARTED DOES NOT WARRANT THAT THE SERVICES WILL BE ERROR FREE, COMPLETELY SECURE, WITHOUT DELAY, OR UNINTERRUPTED. ALL SERVICES PROVIDED BY CHARTED ARE PERFORMED AND PROVIDED ON AN “AS-IS”, “AS AVAILABLE” AND “WITH ALL FAULTS” BASIS. CHARTED DOES NOT WARRANT THAT THE SERVICES, ITS FUNCTIONALITY, OR ITS WORK PRODUCT WILL MEET CUSTOMER’S REQUIREMENTS. THE LIMITED WARRANTIES PROVIDED HEREIN ARE THE SOLE AND EXCLUSIVE WARRANTIES PROVIDED TO CUSTOMER IN CONNECTION WITH THE PROVISION OF THE SERVICES. (ii) Customer understands that any information (including opinions) made available to Customer through Charted’s Services is for general information purposes only and does not provide financial, tax and accounting, legal, or other professional advice. Such information may contain the opinions of third parties, and Charted is not responsible for these opinions. Further, Charted shall not be liable or responsible for any damages resulting from any decisions of Customer, or anybody accessing the Services through Customer, that are made in reliance on the Services, including decisions relating to legal, compliance, and/or risk management decisions. Customer agrees that it uses the Services at its own risk in these respects. **8. Mutual Indemnification** 8.1 Indemnification by Charted. Charted shall defend, indemnify and hold Customer harmless against any loss, damage, or costs (including reasonable attorneys’ fees) in each case arising out of claims, demands, suits, or proceedings (“Claims”) brought against Customer by a third party alleging that the use of the Services as contemplated hereunder infringes a copyright, a patent, or a trade secret or trademark of a third party; provided, however, that Customer: (i) promptly gives written notice of the Claim to Charted; (ii) gives Charted sole control of the defense and settlement of the Claim (provided that Charted may not settle any Claim unless it unconditionally releases Customer of all liability); and (iii) provides to Charted, at Charted’s cost, all reasonable assistance. Notwithstanding the foregoing, Charted shall not be required to indemnify Customer in the event the alleged infringement: (a) is based on information or requirements furnished by Customer, (b) is the result of a modification made by a party other than Charted, or (c) arises from use of the Services in a manner inconsistent with the Statement of Work; or use of the Services in a manner not otherwise contemplated by this Agreement. If the Services are subject to a Claim of infringement, Charted reasonably believes the Services will be subject to such a Claim, Customer is enjoined from using the Services or Charted reasonably believes it will be enjoined, Charted shall have the right, at its sole option, to obtain for Customer the right to continue use of the Services or to replace or modify the Services so that it is no longer infringing and continues to conform materially in accordance with the Statement of Work. If neither of the foregoing options is reasonably available to Charted, then use of the Services may be terminated at the option of Charted and Charted’s sole liability shall be to refund a prorated portion of any prepaid fees paid by Customer attributable to Services that will not actually be received due to such termination. 8.2 Indemnification by Customer. Customer shall defend, indemnify and hold Charted harmless from any Claims made or brought by a third party: (i) arising out of a breach of this Agreement by Customer, its Employees, or Authorized Parties; (ii) alleging that the Customer Data infringes the rights of, or has caused harm to a third party; or (iii) in connection with a claim arising from Customer’s, its Employees’ or Authorized Parties’ use of the Services in breach of this Agreement; provided, however, that Charted: (a) promptly gives written notice of the Claim to Customer; (b) gives Customer sole control of the defense and settlement of the Claim (provided that Customer may not settle any Claim unless it unconditionally releases Charted of all liability); and (c) provides to Customer, at Customer’s cost, all reasonable assistance. 8.3 Funds. Customer agrees to have sufficient funds in the accounts it uses to make its payments through the Application. Further, Customer is solely responsible for its and its end users’ payment activity, including, without limitation, any fraudulent activity. Customer shall: (i) be fully responsible for any and all amounts payable in connection with any such payment, including amounts payable to Charted, that have not been received by Charted due to such insufficient funds or fraud; (ii) pay any and all amounts payable in connection with any such payment, including amounts payable to Charted, immediately; and (iii) indemnify, defend, and hold harmless Charted for any fees, penalties, damages, interest, or other liabilities incurred by Charted (including without liability any fees or penalties imposed on Charted by a third party) as a result thereof. In addition, Customer shall also pay Charted a fee of ten percent (10%) of any such insufficient amounts to cover Charted’s cost and efforts in connections therewith. **9. Limitation of Liability** 9.1 Limitation of Liability. TO THE MAXIMUM EXTENT PERMITTED BY LAW AND EXCEPT WITH RESPECT TO EITHER PARTY’S INDEMNIFICATION OBLIGATIONS, CUSTOMER’S BREACH OF SECTION 11, CUSTOMER’S OBLIGATIONS UNDER EXHIBIT B, AND/OR CUSTOMER’S PAYMENT OBLIGATIONS, IN NO EVENT SHALL EITHER PARTY’S (OR CHARTED’S THIRD PARTY LICENSORS) AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THIS AGREEMENT, WHETHER IN CONTRACT, TORT OR OTHERWISE, EXCEED THE SERVICES FEES ACTUALLY PAID BY CUSTOMER IN CONSIDERATION FOR CHARTED’S SERVICES PROVIDED DURING THE IMMEDIATELY PRECEDING TWELVE (12) MONTH PERIOD FROM WHICH THE CLAIM AROSE. 9.2 Exclusion of Damages. TO THE MAXIMUM EXTENT PERMITTED BY LAW AND EXCEPT WITH RESPECT TO EITHER PARTY’S INDEMNIFICATION OBLIGATIONS, EITHER PARTY’S BREACH OF SECTION 5, CUSTOMER’S BREACH OF SECTION 11, CUSTOMER’S OBLIGATIONS UNDER EXHIBIT B, AND/OR CUSTOMER’S PAYMENT OBLIGATIONS (NO MATTER HOW SUCH DAMAGES MIGHT BE CHARACTERIZED), IN NO EVENT SHALL EITHER PARTY HAVE ANY LIABILITY TO THE OTHER PARTY FOR ANY INDIRECT, SPECIAL, INCIDENTAL, PUNITIVE, OR CONSEQUENTIAL DAMAGES, HOWEVER CAUSED, OR FOR ANY LOST PROFITS, LOSS OF USE, COST OF DATA RECONSTRUCTION, COST OR PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES, WHETHER IN CONTRACT, TORT OR OTHERWISE, ARISING OUT OF, OR IN ANY WAY CONNECTED WITH THE SERVICE, INCLUDING BUT NOT LIMITED TO THE USE OR INABILITY TO USE THE SERVICE, ANY INTERRUPTION, INACCURACY, ERROR OR OMISSION, EVEN IF THE PARTY FROM WHICH DAMAGES ARE BEING SOUGHT OR SUCH PARTY’S LICENSORS OR SUBCONTRACTORS HAVE BEEN PREVIOUSLY ADVISED OF THE POSSIBILITY OF SUCH LOSS OR DAMAGES. 9.3 Allocation of Liability. THE PARTIES ACKNOWLEDGE THAT THE DISCLAIMER OF WARRANTIES, DISCLAIMER OF CONSEQUENTIAL DAMAGES AND LIMITATIONS OF LIABILITY IN THIS AGREEMENT AND THE ALLOCATION OF RISK HEREIN ARE AN ESSENTIAL ELEMENT OF THE BARGAIN BETWEEN THE PARTIES, WITHOUT WHICH CHARTED WOULD NOT HAVE ENTERED INTO THIS AGREEMENT. CHARTED’S PRICING REFLECTS THIS ALLOCATION OF RISK AND THESE LIMITATIONS. 9.4 Failure of Remedy**.** The parties agree that the limitations specified in this Section 9 will survive and apply even if any limited remedy specified in this Agreement is found to have failed of its essential purpose. **10. Term & Termination.** 10.1 Term. The term of the Agreement will commence on the Effective Date and will continue until the first anniversary of the Effective Date, unless earlier terminated in accordance with this Agreement. Upon expiration, this Agreement will renew for consecutive one (1) year periods unless either Party provides written notice of non-renewal at least 60 days prior to the expiration of the then-current term. 10.2 Termination. Any Order Document in effect at the time of a termination or expiration of this Agreement in accordance with the preceding sentence shall remain in effect and continue until completion of the term of such Order Document and this Agreement shall survive and continue solely with respect to such Order Document, which Order Document shall be continue governed by the terms and conditions of this Agreement, provided that no new Order Document may be entered into by the parties from and after the termination or expiration of this Agreement. Either party may terminate this Agreement or any Order Document (i) immediately in the event of a material breach of this Agreement or any such Order Document by the other party that is not cured within thirty (30) days of written notice thereof from the other party, or (ii) immediately if the other party ceases doing business, or is the subject of a voluntary or involuntary bankruptcy, insolvency or similar proceeding, that is not dismissed within sixty (60) days of filing. 10.3 Effect of Termination. Upon any termination of this Agreement: (i) Customer shall, as of the date of such termination, immediately cease accessing or otherwise utilizing the Services; (ii) Customer’s rights and licenses granted under this Agreement will immediately cease; and (iii) each party shall cease using and either return or destroy the other party’s Confidential Information in its possession. Termination for any reason shall not relieve Customer of the obligation to pay any fees accrued or due and payable to Charted prior to the effective date of termination. Any and all payment obligations of Customer under this Agreement provided through the date of termination will immediately become due and payable. 10.4 Surviving Provisions. The parties’ rights and obligations under Sections 2.7, 2.8, 4, 5, 6, 7.3, 8, 9, 10.3, 10.4, and 12 will survive termination or expiration of this Agreement. **11. Use Restrictions**. 11.1 Affirmative Covenants. Customer shall: (i) ensure Customer’s Employees, Authorized Parties, and other representatives comply with this Agreement; (ii) take all necessary steps to prevent unauthorized access to or use of the Services, (iii) notify Charted immediately of any such unauthorized access or use; (iv) comply with all applicable Laws; (v) use the Services in compliance with all applicable industry standards; (vi) use the Services only for Customer’s own internal business purposes and solely in accordance with the terms of this Agreement; and (vii) use the Services solely in accordance with Charted’s instructions. 11.2 Negative Covenants. Customer shall not, and Customer will cause Customer’s Employees, Authorized Parties, and other representatives to not: (i) alter, change, modify, adapt, translate, or make derivative works of the Services; (ii) use the Services in a manner that, or provide any direction to Charted that, violates any applicable Law; (iii) transmit any virus or programming routine intended to damage, surreptitiously intercept, or expropriate any system, or data; (iv) transfer, resell, license, sublicense or otherwise make the Services (or any data or information accessible through the Services) available to any third party, except as expressly described in this Agreement; (v) use the Services for timesharing, rental, outsourcing, or a service bureau operation; (vi) attempt to gain, or assist others with attempting to gain unauthorized access to Charted’s network, systems or the Services; (vii) decipher, decompile, disassemble, or reverse engineer the Services or assist or encourage any third party to do so; (viii) engage in any activity that violates the rights of others or that interferes with or disrupts the Services; or (ix) upload any file containing any back door, time bomb, Trojan horse, worm, virus or similar malicious code. **12. General Provisions.** 12.1 Relationship of the Parties. The parties are independent contractors. This Agreement does not create nor is it intended to create a partnership, franchise, joint venture, agency, fiduciary or employment relationship between parties. There are no third-party beneficiaries to this Agreement. 12.2 Waiver of Cumulative Remedies. No failure to delay by either party in exercising any right under this Agreement shall constitute a waiver of that right or any other right. Other than as expressly stated herein, the remedies provided herein are in addition to, and not exclusive of, any other remedies of a party at law or in equity. 12.3 Use of Name. Customer hereby authorizes Charted to use Customer’s name and/or logo on Charted’s website disclosing that Charted has provided the Services to Customer and to use Customer’s name in any standard customer listing (or partial customer listing) published by Charted. 12.4 Force Majeure. Neither party shall be liable for any failure or delay in performance under this Agreement (other than for delay in the payment of money due and payable hereunder) for causes beyond that party’s reasonable control and occurring without that party’s fault or negligence, including, but not limited to, acts of God, acts of government, pandemic, flood, fire, civil unrest, acts of terror, strikes or other labor problems (other than those involving Charted or Customer employees, respectively), computer attacks or malicious acts, such as attacks on or through the Internet, any Internet service provider, telecommunications or hosting facility. Dates by which performance obligations are scheduled to be met will be extended for a period of time equal to the time lost due to any delay so caused for up to thirty (30) days. In the event that a force majeure event persists for more than 30 business days, the unaffected party may terminate this Agreement or any Statement of Work upon written notice to the affected party. 12.5 Assignment. Neither party may assign any of its rights or obligations hereunder, whether by operation of law or otherwise, without the prior written consent of the other party (which consent shall not be unreasonably withheld). Notwithstanding the foregoing, either party may assign this Agreement in its entirety (including all Statements of Work) without consent of the other party in connection with a merger, acquisition, corporate reorganization, or sale of all or substantially all of its assets provided the assignee has agreed to be bound by all of the terms of this Agreement and all past due fees are paid in full. Any attempt by a party to assign its rights or obligations under this Agreement in breach of this Section 12.5 shall be void and of no effect. Subject to the foregoing, this Agreement shall bind and inure to the benefit of the parties, their respective successors and permitted assigns. 12.6 Governing Law; Waiver of Jury Trial. This Agreement shall be governed exclusively by the internal laws of the Commonwealth of Massachusetts, without regard to its conflicts of laws rules. Any dispute arising between the parties will be settled in an action commenced and maintained in any court sitting in Suffolk County, Massachusetts. The parties irrevocably consent and submit to the exclusive personal jurisdiction of such courts if there is any dispute between them and agree not to challenge or assert any defense to the jurisdiction of such courts. Each party also hereby waives any right to jury trial in connection with any action or litigation in any way arising out of or related to this Agreement. 12.7 Entire Agreement. This Agreement, including the DPA, all exhibits and addenda hereto, and all Statements of Work, constitutes the entire agreement between the Parties with respect to the subject matter hereof. In the event of a conflict, the provisions of any Statement of Work shall take precedence over provisions of the body of this Agreement and over any other Exhibit or Attachment. This Agreement supersedes all prior and contemporaneous agreements, proposals or representations, written or oral, concerning its subject matter. No modification, amendment, or waiver of any provision of this Agreement shall be effective unless in writing and signed by the party against whom the modification, amendment or waiver is to be asserted. If any provision of this Agreement is held by a court of competent jurisdiction to be contrary to law, the provision shall be modified by the court and interpreted so as best to accomplish the objectives of the original provision to the fullest extent permitted by law, and the remaining provisions of this Agreement shall remain in effect. Notwithstanding any language to the contrary therein, no terms or conditions stated in a Customer purchase order or in any other Customer order documentation shall be incorporated into or form any part of this Agreement, and all such terms or conditions shall be null and void. This Agreement may be executed by facsimile and in counterparts, which taken together shall form one legal instrument. 12.8 Construction. In this Agreement, unless a clear contrary intention appears: (i) where not inconsistent with the context, words used in the present tense include the future tense and vice versa and words in the plural number include the singular number and vice versa; (ii) reference to any person includes such person’s successors and assigns but, if applicable, only if such successors and assigns are not prohibited by this Agreement; (iii) reference to any gender includes each other gender; (iv) reference to any agreement, document or instrument means such agreement, document or instrument as amended or modified and in effect from time to time in accordance with the terms thereof and includes all addenda, exhibits and schedules thereto; (v) the titles and subtitles used in this Agreement are used for convenience only and are not to be considered in construing or interpreting this Agreement; (vi) “hereunder,” “hereof,” “hereto,” and words of similar import shall be deemed references to this Agreement as a whole and not to any particular Section or Subsection of this Agreement; (vii) “including” (and with correlative meaning, “include”) means including without limiting the generality of any description preceding such term; (viii) any reference to “dollars” means United States Dollars; (ix) all references to “days” refer to calendar days; and (x) the word “or” is not exclusive. This Agreement has been executed in English and the English language version shall control notwithstanding any translations of this Agreement. Unless otherwise expressly permitted under this Agreement, all deliverables will be in English. **Exhibit A** **DEFINITIONS** “*Agreement*” means this Software Subscription and Professional Services Agreement, any exhibits or attachments hereto, and any fully executed Statement of Work. *“Application”* shall have the meaning ascribed to such term in Section 2.1. “*Authorized Parties*” means Customer’s Employees, affiliates, representatives, clients, end users, and agents, and third-party providers authorized to access or receive Customer Data by Customer in writing, in each case who are under the control of Customer. “*Confidential Information*” means (a) the Application, Services, and/or any software utilized in the provision of the Services and its respective source code; (b) Customer Data; (c) non-public information about each party, including but not limited to the Statement of Work, training materials, any information relating to its business or operations, technical information, trade-secrets, software plans, designs, costs, prices and names, finances, marketing plans, business opportunities, personnel, research, development or know-how, in each case that is designated by the disclosing party as “confidential” or “proprietary” or the Receiving Party knows or should reasonably know is confidential or proprietary; and (d) the terms, conditions and pricing of this Agreement (but not its existence or parties). *“Customer Data”* means all data made available by the Customer or its Authorized Parties to Charted or otherwise provided to Charted by Customer or its Authorized Parties in connection with the provision of the Services, in each case that is processed by Charted solely on behalf of Customer; provided, however, that Customer Data will not include Protected Health Information. “*Employee*” means Customer’s employees, consultants, contingent workers, independent contractors, and retirees whose active business record(s) are or may be managed by the Services. Information related to former employees, consultants, contingent workers, independent contractors and retirees in the form of static, historical records may be maintained in the system but shall be excluded from the calculation of Employees. “*Intellectual Property Rights*” means any and all common law, statutory and other industrial property rights and intellectual property rights, including copyrights, trademarks, trade secrets, patents and other intellectual property or proprietary rights issued, honored, recognized, or enforceable under any applicable Laws anywhere in the world, and all moral rights related thereto. “*Law*” means any applicable local, state, national and/or foreign law, treaties, and/or regulations. “Protected Health Information” shall have the meaning ascribed to such term in the Health Insurance Portability and Accountability Act of 1996 and its implementing regulations (“HIPAA”). “*Order Document*” means a Sales Order and/or SOW as applicable. *“Sales Order*” means a written sales order signed by both Charted and Customer referencing this Agreement for the provision of Managed Services and/or access to an Application. “*Statement of Work*” or “*SOW*” means a written statement of work signed by both Charted and Customer referencing this Agreement for the provision of Professional Services. “*Services*” shall have the meaning ascribed to such term in Section 2.1. **Exhibit B** **AUTOMATE PAYMENTS FEATURE TERMS** 1\. **Automate Payments Feature.** If Customer uses the Automate Payments feature of the Application (the “Automate Payments Feature”), the Customer may use the Automate Payments Feature to make payments to its third-party vendors or employees as directed by Customer. Customer may use Automate Payments Feature solely for its internal use. Customer acknowledges and agrees that if it is in violation of the terms of this Exhibit B, Charted may, in its sole discretion and without notice to Customer, immediately suspend or terminate Customer’s license and/or access to the Automate Payments Feature. Customer acknowledges and agrees that Charted may process personal information in connection with Customer’s use of the Automate Payments Feature, and Customer’s use of the Automate Payments Feature, and such personal information is subject to the Charted privacy policy available at [http://www.Charted.com/privacypolicy](https://charted.com/privacy-policy/). 2\. **Domestic ACH Payments.** (a) Verified Customer Entity. In order to use the Automate Payments Feature to make domestic payments within the United States, the Customer must open a “Dwolla Platform” account provided by Charted’s payment processor vendor, Dwolla, Inc. (“Dwolla”), and Customer must accept the [Dwolla Terms of Service](https://www.dwolla.com/legal/tos) and Dwolla [Privacy Policy](https://www.dwolla.com/legal/privacy). Any funds held in or transferred through the Dwolla Account are held or transferred by Dwolla’s [financial institution partners](https://www.dwolla.com/legal/about-our-financial-institution-partners/) as described in the [Dwolla Terms of Service](https://www.dwolla.com/legal/tos/). Customer hereby authorizes Charted to collect and share with Dwolla Customer’s personal information including full name, date of birth, social security number, physical address, email address and financial information, and Customer is responsible for the accuracy and completeness of that data. Customer understands that it will access and manage its Dwolla account through the Automate Payments Feature, and Dwolla account notifications will be sent by Charted, not Dwolla. Charted will provide customer support for Customer’s Dwolla account activity, and can be reached at [netsuite-support@Charted.com](mailto:netsuite-support@squareworks.com) or through the Charted [website](https://charted.com/netsuite-support/). (b) Receive Only Entity. You expressly authorize Charted’s service provider, Dwolla, Inc. to originate credit transfers to your financial institution account. You authorize Charted to collect and share with Dwolla your personal information including full name, email address and financial information, and you are responsible for the accuracy and completeness of that data. Dwolla’s Privacy Policy is available [here](https://www.dwolla.com/legal/privacy/). 3\. **International ACH Payments.** Without limitation of any other provision in the Agreement or this Exhibit B, to the extent that Customer will be using the Automate Payments feature to send international payments from the following countries: Canada, the United States, the United Kingdom, Australia, New Zealand, Singapore, a member country of the European Economic Area, or any other jurisdiction as expressly permitted by Corpay and Charted (collectively, the “Covered Jurisdictions”); the following additional terms apply: (a) Customer acknowledges that Cambridge Mercantile Corp. (U.S.A.) (“Corpay”) is the money transmitter for the transactions anticipated by this Section 3; (b) as between Customer and Corpay, Customer’s access to the international payments function of the Automate Payments feature is also governed by the applicable account terms set out at (the “Corpay Terms”) ; (c) Customer acknowledges that Corpay, acting in good faith, has discretion to determine whether Corpay engages Customer as client of Corpay, and if so, what each Customer needs to sign and disclose to apply to become a client of Corpay and/or access the international payments function of the Automate Payments feature, and Charted shall have no responsibility or liability for any such determination made by Corpay; (d) Customer fully authorizes Charted to instruct Corpay on behalf of Customer and Charted shall have no responsibility or liability for any such instruction; and (e) Customer acknowledges that Charted may receive compensation from Corpay for Charted’s referral of Customer to Corpay. Further, Customer represents, warrants, and covenants that (including as a condition of Customer’s use of Automate Payments feature to send international payments to the countries set forth above): (1) each application for a Corpay account that Corpay receives from Charted which purports to be signed by a Customer is a binding contract binding Customer, (2) the individual(s) signing on behalf of Customer (for opening a Corpay account and accepting such account’s terms and granting authority to Charted) has/have the requisite authority to contractually bind Customer to all the points that those individual(s) sign for Customer; (3) for transactions entered into hereunder, Customer agrees to be bound by instructions received by Corpay from individuals identified to Corpay or Charted as authorized representatives of Customer; (4) Customer (as well as its applicable subsidiaries, affiliate entities, and associated personnel) is not at the time of signing this Agreement (and has not been, within the five years preceding this Agreement) the subject of any material regulatory inquiry, enforcement action, or known allegations of significant breaches of criminal law or civil liability; (5) it is headquartered in a Covered Jurisdiction; (6) is shall use the Automate Payments feature solely for business purposes and not for personal, family, or household purposes; (7) Customer will provide to Charted and/or Corpay any information and/or documentation reasonably requested in order to use the Automate Payments feature; and (8) all funds Corpay receives to fund each Customer transaction entered using the Automate Payments feature shall come from a Customer-owned bank account and Customer’s and Charted’s name must be included in each such transaction. Customer shall indemnify, defend, and hold harmless Charted from any Claims arising out of: (i) Customer’s breach of the Corpay Terms; (ii) any instruction of Customer under Section 3(d); or (iii) any use of the Corpay system under Customer’s account to send international payments. 4\. **Restrictions on Use.** Customer acknowledges and agrees that it will not use the Automate Payments Feature for payment of alimony; child support; marijuana related businesses; payments to settle securities transactions; or any claim or payment that requires the use, disclosure, transmission, maintenance, storage or other handling of Protected Health Information, unless otherwise specifically agreed to in writing in advance by Charted. Customer represents and warrants that: (a) it is not located in a country or location that is subject to U.S. Government sanctions or embargoes, including Iran, Syria, Cuba, North Korea, and the Crimea region of Ukraine, or are a State Sponsor of Terrorism as defined by the US Department of State, or are a person, group or entity that has been designated by the U.S. Government as a Specially Designated National (SDN); (b) it is not listed on any U.S. Government list of prohibited or restricted parties; and (c) it will not use the Automate Payments Feature to send money, either directly or indirectly, to a sanctioned country, person, group or entity. Customer agrees that it will not send or transmit any electronic Protected Health Information (“ePHI”, as defined in HIPAA) to Charted or otherwise in any manner through the Automate Payments Feature without Charted’s prior written consent. Customer is solely responsible for ensuring that its use of the Automate Payments Feature complies with all applicable laws and regulations. If Charted become aware that Customer has sent or transmitted ePHI in any manner through the Automate Payments Feature in violation of this Agreement, Charted may delete the ePHI without notice to Customer and without Charted incurring any liability to Customer. Customer agrees to pay any costs or fees associated with such ePHI deletion, and agrees to indemnify Charted for any breach or other privacy or security incident or claim involving ePHI sent or transmitted by Customer. 5\. **Charted Rights.** Customer grants to Charted and Charted reserves the right to limit, delay, investigate, or to refuse to make, process or issue any payment initiated or requested through the Automate Payments Feature, in Charted’s reasonable discretion, without Charted incurring any liability to Customer. Charted will use commercially reasonable efforts to provide notice promptly if it decides to limit, delay, investigate or to refuse to make, process or issue a payment. This notification is not required if the payment or notice is prohibited by law or this Agreement. In Customer’s use of the Automate Payments Feature, Customer grants to Charted and Charted reserves, in Charted’s sole discretion, the right to impose limits on the amount of money sent or received through the Automate Payments Feature, on a per transaction or a cumulative basis, and to change those limits at any time, without Charted incurring any liability to Customer. If Charted imposes or changes such limits, Charted will use commercially reasonable efforts to provide notice to Customer, but will not be required to do so. Charted reserves the right to suspend or terminate Customer’s account or Customer’s access to the Automate Payments Feature at any time, for any reason (including for a violation of the Agreement, the failure to pay applicable fees for the Automate Payments Feature, or inactivity), in Charted’s reasonable discretion, without Charted incurring any liability to Customer. If Charted suspends or terminates Customer’s account or access to the Automate Payments Feature, Charted will use commercially reasonable efforts to provide notice to Customer, but will not be required to do so and will not be liable for failure to do so. 6\. **Funds**. Customer agrees to have sufficient funds in the accounts it uses to make its payments through the Automate Payments Feature. If there are insufficient funds in such account, Customer shall: (i) be fully responsible for any and all amounts payable in connection with any such payment, including amounts payable to Charted,; (ii) pay any and all amounts payable in connection with any such payment, including amounts payable to Charted, immediately; and (iii) indemnify, defend, and hold harmless Charted for any fees, penalties, damages, interest, or other liabilities incurred by Charted (including without liability any fees or penalties imposed on Charted by Dwolla, Corpay (as defined below), or another third party) as a result thereof. In addition, Customer shall also pay Charted a fee of ten percent (10%) of any such insufficient amounts to cover Charted’s cost and efforts in connections therewith. 7\. **Legal Age of Use.** We do not knowingly collect information from minors (individuals below 18 years). To use the Automate Payments Feature, you must be the age of legal majority in your place of residence. By using the Automate Payments Feature, you hereby represent that you are at least the age of legal majority in your place of residence. We do not use an application or other mechanism to determine the age of users of the Automate Payments Feature. All information provided to Charted will be treated as if it was provided by an adult. If, however, we learn that a minor has submitted information about himself/herself to us, we will delete the information as soon as possible. 8\. **Transaction Reversal and Your Liability**. For the avoidance of doubt, you are solely responsible for your and your end users’ payment activity initiated using the Automate Payments Feature, including, without limitation, any fraudulent activity. Charted has no obligation to ensure that the funds required to complete a payment will be available. Any payment sent or received by you or your end users may: (a) be reversed in accordance with Charted’s, Dwolla’s, Dwolla’s partners’, Corpay’s, or Corpay’s partners’ (as applicable) risk management policies, (b) be reversed in accordance with applicable Law, including without limitation, by ACH return as defined under the Nacha Rules, (c) fail due to your error or end user error, (d) fail due to the provision of inaccurate information by you or your end user; or (e) be cancelled or rejected by an end user or the end user’s financial institution (each, a “Reversal”). Except for any Reversal made in error by Charted or Dwolla, you are liable to Charted for any and all losses caused by Reversals and any other Customer account activity, whether or not authorized by you or the end user, including unauthorized or erroneous activity initiated by you or your end users through the Application, whether through misconduct, negligence, error, or otherwise. In addition to any other rights available to Charted under the Agreement or this Exhibit B, you authorize Charted to recover any such amounts due, including to Charted by debiting the available balance in your Customer account and if the available balance in your Customer account is insufficient, you authorize Charted to take any of the following actions to recover the remaining amounts from you: (x) debit your account; (y) request immediate payment from you, and, if payment is not received timely, engage in collection efforts; and (z) pursue any rights or remedies available under any of your agreements with Charted, including the Agreement, for failure to pay amounts owed to Charted, including, without limitation, termination for non-payment. Charted may require that you provide a personal guaranty for any amounts owed under the Agreement. In the event that your Customer account has an unacceptable number or rate of Reversals, Charted reserves the right to immediately restrict or suspend your use of the Services, including by terminating the Agreement. --- ### [Accrual Automation](https://charted.com/ap-automation-suite/expense-accrual-automation/) **Published:** August 21, 2025 **Author:** bb-admin **Content:** Accrual Automation # Accelerate financial close with Accrual Automation built for NetSuite Accelerate month-end close with intelligent expense accrual estimates that boost productivity, improve accuracy, and provide real-time financial visibility. Charted Accrual Automation leverages intelligent spend analysis and seamless approval workflows—fully embedded in NetSuite—to transform your most time-consuming close processes. [Request a Demo](https://charted.com/get-started/) ![](https://charted.com/wp-content/uploads/2025/08/cf-left-orange-13x32.webp "cf-left-orange - Charted") ![](https://charted.com/wp-content/uploads/2025/08/cf-right-orange-13x32.webp "cf-right-orange - Charted") Why Charted? ## Why finance teams choose Charted Accrual Automation Accelerate month-end close Cut accrual processing time by up to 75% and shorten your close cycle by multiple days through automated estimates and streamlined journal creation. Trusted data & strong controls Eliminate reconciliation errors with complete audit trails, configurable approval workflows, and real-time NetSuite data access, without external systems. Strategic vendor intelligence Transform accruals from compliance tasks into strategic insights with comprehensive vendor spending patterns that inform business decisions. Charted Accrual Automation features ## Transform your AP workflow with Accrual Automation for NetSuite ![](https://charted.com/wp-content/uploads/2025/08/Accrual-automation_img1-32x29.webp "Accrual-automation_img1 - Charted") Comprehensive accrual scenario management Handles all common accrual scenarios: regular recurring expenses using historical patterns, contract-based accruals leveraging PO details, and pending approval transactions—ensuring complete financial visibility across your entire AP workflow. ![](https://charted.com/wp-content/uploads/2025/08/Accrual-automation_img2-32x29.webp "Accrual-automation_img2 - Charted") Automated reversal & reconciliation Automatically reverses accrual entries when actual invoices are processed to prevent double-counting, eliminating manual reconciliation work while maintaining accurate financial statements and complete audit trails throughout the process. ![](https://charted.com/wp-content/uploads/2025/08/Accrual-automation_img3-32x29.webp "Accrual-automation_img3 - Charted") Real-time confirmations & adjustments Enables real-time confirmations and adjustments to accrual estimates with dynamic updates based on changing business conditions, giving controllers complete flexibility to refine estimates as new information becomes available. ![](https://charted.com/wp-content/uploads/2025/08/Accrual-automation_img4-32x29.webp "Accrual-automation_img4 - Charted") Automated journal creation & routing Streamlines accrual journal entry creation with one-click generation and automatic routing through your existing approval matrix, allowing approvers to review and approve entries via email without requiring NetSuite licenses while maintaining complete audit trails. [Learn More About Approval Automation](https://charted.com/ap-automation-suite/approval-automation/) ![](https://charted.com/wp-content/uploads/2025/08/Accrual-automation_img5-32x29.webp "Accrual-automation_img5 - Charted") NetSuite-native architecture & compliance Operating entirely within NetSuite ensures real-time data access, no external systems or API complications, complete [**GAAP compliance support**](https://charted.com/blog/beyond-compliance-accrual-automation-as-the-catalyst-for-redefining-the-role-of-accounts-payable/), and comprehensive audit trails. Leverage your existing NetSuite security and workflow models into data you can trust. ## Customer success story ![](https://charted.com/wp-content/uploads/2025/08/petauri-logo-light-32x11.webp "petauri-logo-light - Charted") Petauri, a global pharmaceutical commercialization services platform, saves hours each week through accounts payable efficiency gains powered by Charted. [Read the Full Story](https://charted.com/case-study/petauri/) “The capabilities of Charted are very attractive. Once it connected with our respective bank accounts, our users and AP specialists would not have to leave the NetSuite interface to make payments, which was very valuable. For employees who are spending the majority of their time in NetSuite anyway, it’s more efficient to be able to mark something as paid in NetSuite and have that action actually trigger a payment to leave our bank account as opposed to having to do so in an online banking interface.” Alex Szigety VP of Finance ![](https://charted.com/wp-content/uploads/2025/09/Pillar-BioTech-Life-Sci-7@2x-32x32.webp "Pillar-BioTech-Life-Sci-7@2x - Charted") Accrual Automation for NetSuite ## Frequently asked questions How does Charted Accrual Automation work in NetSuite? Charted is built as a native SuiteApp that analyzes historical vendor patterns, pending transactions, and open purchase orders to automatically generate intelligent accrual estimates directly within your NetSuite environment—no external integrations required. What types of accruals can be automated? The system automates three primary accrual scenarios: regular recurring expenses from vendors who bill consistently, contract-based accruals for long-term agreements using PO details, and pending approval transactions that haven’t been recorded yet. How are accrual amounts calculated? For recurring expenses, the system analyzes the past three months of transaction history to create rolling average estimates. For contract accruals, it uses purchase order information with defined time periods to calculate appropriate amounts based on contract terms. Can I review and adjust the accruals before posting? Yes, the system presents all potential accruals in a consolidated worksheet where you can review, confirm, and make real-time adjustments to estimates before creating journal entries. Accrual Automation gives you complete control over the final amounts Does Charted reverse accruals automatically? Yes, when actual invoices are processed in NetSuite, the system automatically reverses corresponding accrual entries to prevent double-counting, [eliminating manua](https://charted.com/blog/the-hidden-costs-of-manual-accruals-how-automation-delivers-roi/)l reconciliation work while maintaining accurate financial statements. Are multi-currency and multi-entity environments supported in Charted accrual automation software for NetSuite? Yes, as a NetSuite-native solution, Charted leverages NetSuite’s built-in multi-currency and multi-entity capabilities, supporting complex organizational structures with multiple subsidiaries, currencies, and accounting periods within a single system. ## Built to feel invisible. Designed to feel right. Our solutions follow your rhythm—reducing friction, instead of adding steps—so finance can focus on decisions, instead of detours. [Get Started](https://charted.com/get-started/) --- ### [Accounts Payable Overview](https://charted.com/ap-automation-suite/) **Published:** July 15, 2025 **Author:** bb-admin **Content:** Charted AP Automation # NetSuite-native AP automation, powered by AI that adapts to your business Automate your complete AP workflow without leaving NetSuite. AI handles the extraction; configurable automation handles the rest. No external systems, no data sync issues, no friction. [Get Started](https://charted.com/get-started/) ![](https://charted.com/wp-content/uploads/2025/08/solutions-overview_mockup-02-1-32x20.webp "solutions-overview_mockup-02 1 - Charted") Invoice AI Processing ACH Payments Check Printing International Payments Vendor Onboarding Approvals 3-Way Match Document Management Trusted by leading organizations including: ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-White-400x200--32x16.webp "AirLease-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-White-400x200-1-32x16.webp "Cardiovascular-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-White-400x200-1-32x16.webp "Fleet-Feet-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-White-400x200--32x16.webp "JonnyPops-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-White-400x200-1-32x16.webp "Thrive-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-White-400x200-1-32x16.webp "Wasabi-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-White-400x200-1-32x16.webp "Whoop-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-White-400x200-1-32x16.webp "F45-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-White-400x200-1-32x16.webp "Sox-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-White-400x200--32x16.webp "AirLease-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-White-400x200-1-32x16.webp "Cardiovascular-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-White-400x200-1-32x16.webp "Fleet-Feet-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-White-400x200--32x16.webp "JonnyPops-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-White-400x200-1-32x16.webp "Thrive-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-White-400x200-1-32x16.webp "Wasabi-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-White-400x200-1-32x16.webp "Whoop-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-White-400x200-1-32x16.webp "F45-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-White-400x200-1-32x16.webp "Sox-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-White-400x200--32x16.webp "AirLease-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-White-400x200-1-32x16.webp "Cardiovascular-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-White-400x200-1-32x16.webp "Fleet-Feet-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-White-400x200--32x16.webp "JonnyPops-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-White-400x200-1-32x16.webp "Thrive-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-White-400x200-1-32x16.webp "Wasabi-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-White-400x200-1-32x16.webp "Whoop-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-White-400x200-1-32x16.webp "F45-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-White-400x200-1-32x16.webp "Sox-Logo-White-400x200 - Charted") Product suite ## Everything you need for AP, built into NetSuite Charted is shaped by deep business, finance, and NetSuite expertise—here’s how high-performing finance teams are putting it to work. ### Invoice Automation AI-powered invoice processing eliminates manual entry, automates approvals, and delivers real-time controls. Built fully inside NetSuite for speed and accuracy. [ Learn More ](https://charted.com/ap-automation-suite/invoice-processing-automation/) ### Payment Automation ACH, check, and US-based international payment processing built natively in NetSuite. Approval workflows and fraud prevention work where your data lives, without connectors. [ Learn More ](https://charted.com/ap-automation-suite/payment-automation/) ### Accrual Automation Accelerate month-end close with intelligent accrual estimates and automated journal entries. Complete financial visibility, audit-ready reporting, all natively in NetSuite. [ Learn More ](https://charted.com/ap-automation-suite/expense-accrual-automation/) What’s included ## Everything you need to transform your AP workflow Invoice AI AI-powered OCR invoice processing with 95%+ accuracy. Automatically learns your coding logic and adapts to any vendor format automatically. [](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) Vendor Onboarding Automated vendor setup that eliminates delays. Smart workflows turn weeks-long processes into streamlined automation that scales. [](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/) Approvals Sophisticated approval workflows for any NetSuite record. No additional licenses required, complete control and compliance maintained. [](https://charted.com/ap-automation-suite/approval-automation/) ACH Payments Secure electronic payments using your existing bank relationships. No switching systems, no vulnerable files, no friction. [](https://charted.com/ap-automation-suite/ach-payments/) International Payments Pay global vendors across 160+ countries from NetSuite, with US-originating payments. Unified workflow reduces processing costs by up to 60%. [](https://charted.com/ap-automation-suite/international-payments/) Check Printing Complete check automation within NetSuite. On-premise or outsourced options cut costs by up to 85% without integrations. [](https://charted.com/ap-automation-suite/advanced-check-printing/) 3-Way Match Advanced validation engine compares POs, receipts, and bills automatically. Configurable tolerances with intelligent exception routing. [](https://charted.com/ap-automation-suite/real-time-3-way-match/) Document Management Drag-and-drop document handling natively within NetSuite. Unlimited storage with split-screen viewing stays out of your way. [](https://charted.com/ap-automation-suite/advanced-document-management/) ![](https://charted.com/wp-content/uploads/2025/09/best-in-class-netsuite-solutions-27x32.webp "best-in-class-netsuite-solutions - Charted") Best-in-class NetSuite Solutions Get Started [](https://charted.com/get-started/) Customer success stories ## From NetSuite experts, for NetSuite users Charted AP Automation is transforming invoicing, improving workflows, and saving hours on approvals in over 160+ currencies across the globe. [Read All Case Studies](https://charted.com/case-studies/) ![](https://charted.com/wp-content/uploads/2025/09/PGH-logo-black-32x23.webp "PGH-logo-black - Charted") “Having approvals in NetSuite and having people be able to either get into NetSuite and approve there, or use the emails, have really streamlined things. Especially the ability for people to approve or reject right in an e-mail rather than having to log into the system, I think has made things faster.” Jennifer Sargent Corporate Controller [Read the Full Story](https://charted.com/case-study/prime-group-holdings/) ![Group at a table discussing financial reporting](https://charted.com/wp-content/uploads/2025/09/Topic-Expense-Accruals-edit-1@2x-1-32x32.webp "Topic-Expense-Accruals-edit-1@2x - Charted") ![](https://charted.com/wp-content/uploads/2025/09/nuerotech-black-32x11.webp "nuerotech-black - Charted") “AP automation is going to be huge for us. Getting those workflows setup, not only will we use AP automation to speed up invoice entering and sending everything through NetSuite to the appropriate approver, but the ease of people to be able to click off on the invoice to approve it. Our approvals were manually emailing every single person, and while everyone is nice and responds, it would take me an entire day of doing that. I don’t have to do that anymore.” Liz Magee Accounting Manager [Read the Full Story](https://charted.com/case-study/neurotech/) ![](https://charted.com/wp-content/uploads/2025/09/Pillar-BioTech-Life-Sci-2@2x-32x32.webp "Pillar-BioTech-Life-Sci-2@2x - Charted") ![](https://charted.com/wp-content/uploads/2025/07/east-west-partners-logo-32x3.webp "east-west-partners-logo - Charted") “I’d heard that many companies say it takes about 6 months for the OCR technology to learn your business. The second time I processed bills with Invoice AI, it scanned 100% of the information needed.” Eric Symons Accounting Manager [Read the Full Story](https://charted.com/case-study/east-west-partners/) ![](https://charted.com/wp-content/uploads/2025/07/pexels-mantasink-1106476-1-32x29.webp "pexels-mantasink-1106476 1 - Charted") Oracle Netsuite Private Equity Spotlight Winner 2024 ![](https://charted.com/wp-content/uploads/2025/07/netsuite-spotlight-winner-32x17.webp "netsuite-spotlight-winner - Charted") Business Intelligence Group Small Business of the Year ![](https://charted.com/wp-content/uploads/2025/07/big-awards-for-business.svg "big-awards-for-business - Charted") Deloitte Ranked #218 – Fastest Growing Company in North America. ![](https://charted.com/wp-content/uploads/2025/07/500-technology-fast-500.svg "500-technology-fast-500 - Charted") ## Built to feel invisible. Designed to feel right. Our solutions follow your rhythm—reducing friction, instead of adding steps—so finance can focus on decisions, instead of detours. [Get Started](https://charted.com/get-started/) --- ### [Vendor Onboarding](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/) **Published:** August 5, 2025 **Author:** bb-admin **Content:** [Charted AP Automation](https://charted.com/ap-automation-suite/) Advanced Vendor Onboarding # Friction-free vendor setup for NetSuite Automated vendor onboarding that eliminates setup delays. Streamline vendor setup with custom forms and build onboarding via Advanced Vendor Onboarding and secure your vendor payment information with Vendor Payment Onboarding. No portals, no passwords, no integrations. Just smart automation that turns vendor setup from weeks-long back-and-forth into streamlined workflows that scale with your business. [Request a Demo](https://charted.com/get-started/) ![](https://charted.com/wp-content/uploads/2025/08/Advanced_Vendor_Onboarding_hero-img-2-32x32.webp "Advanced_Vendor_Onboarding_hero-img - Charted") By the numbers ## Eliminate vendor onboarding bottlenecks for good 80% Reduction in vendor setup time $7,500+ Average savings on NetSuite approver licenses Zero Integrations to manage or maintain How it works ## Automated vendor activation in three simple steps [Request a Demo](https://charted.com/get-started/) Request 01 **One-click vendor invites**. Enter your vendor company name and email address, then let automation handle the rest. Charted automatically sends your professional, branded forms to your vendors directly from NetSuite, including bulk onboarding. No external systems, no data exports, just seamless workflow initiation where your data already lives. ![](https://charted.com/wp-content/uploads/2025/08/Request-32x27.webp "Request - Charted") Collect 02 **Vendor self-service without overhead.** Vendors complete secure forms via email with no portal logins and no password management. Charted captures everything from contact details to ACH preferences to compliance documents and routes it directly into NetSuite for your review. ![](https://charted.com/wp-content/uploads/2025/08/Collect-32x27.webp "Collect - Charted") Active 03 ****Automated approval and immediate payment readiness.**** Vendor responses populate NetSuite records instantly. Route through configurable [approval workflows](https://charted.com/ap-automation-suite/approval-automation/) where approvers don’t need NetSuite access. Once approved, vendors are payment-ready across all methods. ![](https://charted.com/wp-content/uploads/2025/08/Activate-32x27.webp "Activate - Charted") ![](https://charted.com/wp-content/uploads/2025/08/Request-32x27.webp "Request - Charted") ![](https://charted.com/wp-content/uploads/2025/08/Collect-32x27.webp "Collect - Charted") ![](https://charted.com/wp-content/uploads/2025/08/Activate-32x27.webp "Activate - Charted") What’s included ## Complete vendor automation that adapts to your workflow Vendor self-service, without portal friction While others force vendors into complex portals, Charted delivers professional onboarding through secure email forms. Vendors complete setup at their convenience without managing logins or passwords. All responses flow directly into NetSuite with no data exports, no reconciliation headaches, no integration upkeep. ![](https://charted.com/wp-content/uploads/2025/08/Vendor-onboarding_self-service-32x27.webp "Vendor-onboarding_self-service - Charted") Payment method collection for every scenario Seamlessly capture vendor payment details including [ACH](https://charted.com/ap-automation-suite/ach-payments/), [check](https://charted.com/ap-automation-suite/advanced-check-printing/), and country-specific [international payments](https://charted.com/ap-automation-suite/international-payments/). Support complex multi-entity structures and banking relationships while maintaining complete audit trails. Enable immediate payment processing upon vendor activation with no manual setup delays. ![](https://charted.com/wp-content/uploads/2025/08/Vendor-onboarding_payment-32x27.webp "Vendor-onboarding_payment - Charted") One-click vendor updates for ongoing management Need updated banking details or additional compliance documents? Simply click to send a secure update form to any vendor, or invite in bulk. No portal logins, no manual follow-ups—vendors complete updates at their convenience while changes flow directly into your NetSuite environment for approval. Transform ongoing vendor maintenance from administrative burden into an automated workflow. ![](https://charted.com/wp-content/uploads/2025/08/Vendor-onboarding_one-click-32x27.webp "Vendor-onboarding_one-click - Charted") Compliance and data management that scales Automate the collection of W-9s, tax IDs, insurance certificates, and custom compliance requirements with built-in duplicate detection and data validation. All documents are stored securely within NetSuite, with comprehensive audit trails. The system learns your data patterns and prevents issues before they become problems, maintaining clean vendor data without manual oversight. ![](https://charted.com/wp-content/uploads/2025/08/Vendor-onboarding_complience-data-32x27.webp "Vendor-onboarding_complience-data - Charted") ## Customer success story ![](https://charted.com/wp-content/uploads/2025/08/keplr-vision-logo-light-32x20.webp "keplr-vision-logo-light - Charted") Keplr Vision eliminated vendor setup bottlenecks with Charted Advanced Vendor Onboarding automation. [Read the Full Story](https://charted.com/case-study/keplr-vision/) “Since implementing Advanced Vendor Onboarding, my workload has been cut down significantly. The approvals are simple and there’s less room for error because we’re putting the responsibility back on the vendor.” Heather Gregory Accounts Payable Staff Accountant II. ![](https://charted.com/wp-content/uploads/2025/08/pexels-cottonbro-5971248-1-32x32.webp "pexels-cottonbro-5971248 1 - Charted") For your team ## Automated vendor onboarding transforms finance operations across your organization From strategic finance leadership to day-to-day AP operations, efficient vendor onboarding eliminates manual work and creates capacity for higher-value activities. CFO Transform vendor activation from operational bottleneck to competitive advantage. Eliminate setup delays that slow business growth while reducing onboarding costs by 80%. Scale vendor relationships without adding headcount, letting automation handle the complexity while your team focuses on strategic vendor partnerships and cash flow optimization. [Learn More](https://charted.com/ap-automation-suite/cfo/) ![](https://charted.com/wp-content/uploads/2025/08/cfo-32x27.webp "cfo - Charted") Controller Ensure complete compliance and audit readiness with automated documentation collection and comprehensive audit trails. Eliminate setup errors that create payment delays and vendor frustration. Maintain regulatory compliance across GDPR, SOC 2, and industry-specific requirements without administrative overhead. [Learn More](https://charted.com/ap-automation-suite/controllers/) ![](https://charted.com/wp-content/uploads/2025/08/controller-32x27.webp "controller - Charted") AP Professional Reclaim your time from manual data entry and endless vendor follow-ups. Focus on strategic vendor relationship management while automation handles setup complexity. Reduce vendor setup time by up to 80% and eliminate payment delays caused by incomplete information—vendors are payment-ready from day one. [Learn More](https://charted.com/ap-automation-suite/ap-professional/) ![](https://charted.com/wp-content/uploads/2025/08/ap-professional-32x27.webp "ap-professional - Charted") CIO Deploy enterprise-grade vendor automation without integration risks or security vulnerabilities. Charted vendor onboarding solutions operate entirely within NetSuite’s secure architecture with no middleware to manage, no external data storage, and no API complications. Maintain complete security and compliance while delivering the automation capabilities your business demands. [Learn More](https://charted.com/ap-automation-suite/cio/) ![](https://charted.com/wp-content/uploads/2025/08/cio-32x27.webp "cio - Charted") NetSuite Admin Implement comprehensive vendor onboarding with zero maintenance burden. Built natively within NetSuite, the solution requires no integrations, no external systems, and no performance impact. Leverage existing NetSuite security, backup, and upgrade processes while delivering powerful automation capabilities. [Learn More](https://charted.com/ap-automation-suite/netsuite-admin/) ![](https://charted.com/wp-content/uploads/2025/08/netsuite-admin-32x27.webp "netsuite-admin - Charted") ![](https://charted.com/wp-content/uploads/2025/08/cfo-32x27.webp "cfo - Charted") ![](https://charted.com/wp-content/uploads/2025/08/controller-32x27.webp "controller - Charted") ![](https://charted.com/wp-content/uploads/2025/08/ap-professional-32x27.webp "ap-professional - Charted") ![](https://charted.com/wp-content/uploads/2025/08/cio-32x27.webp "cio - Charted") ![](https://charted.com/wp-content/uploads/2025/08/netsuite-admin-32x27.webp "netsuite-admin - Charted") ## Frequently asked questions What’s the difference between your vendor onboarding options? We offer two approaches based on your needs: Advanced Vendor Onboarding provides comprehensive setup with fully customizable forms, document uploads, and complex compliance requirements. Vendor Payment Onboarding focuses specifically on secure payment method collection with two-factor authentication and a streamlined system to capture payment details. Both eliminate portal complexity and work entirely within NetSuite. How does Charted improve the vendor onboarding process compared to manual methods? Charted eliminates manual data entry, phone calls, and email chains by automating the collection of vendor information through secure digital forms. Vendors self-serve their setup while maintaining complete audit trails and approval controls, reducing [setup time](https://charted.com/case-study/uplight/) by up to 80% without compromising accuracy or compliance. This layers onto [NetSuite Vendor Management and Vendor Portals](https://charted.com/blog/introduction-to-netsuite-vendor-management-and-vendor-portals/). Can I automate approval workflows for new vendor requests? Absolutely. Configure sophisticated approval workflows that route vendor requests through your existing hierarchy. Approvers can review and approve directly from email without NetSuite licenses, saving $1,500+ per approver annually while maintaining comprehensive audit trails and financial controls with Charted. Can I require supporting documents like W-9s, banking information, or certificates? Yes. Charted Advanced Vendor Onboarding supports fully customizable forms with document attachments for W-9s, tax IDs, insurance certificates, and custom compliance requirements. For organizations focused specifically on payment setup, our streamlined Vendor Payment Onboarding captures essential banking details with enhanced security. All documents are stored securely within NetSuite with complete audit trails. Is duplicate vendor detection built into the system? Yes. Charted automatically validates vendor information against existing NetSuite records during onboarding, flagging potential duplicates for review before creating new vendor records. This maintains clean vendor data and prevents payment complications. Is vendor data stored securely and encrypted? All vendor data is stored within your NetSuite environment using enterprise-grade encryption. Data is encrypted in transit and at rest, with no external storage, or third-party handling. Only authorized personnel can access vendor information based in Charted configured NetSuite permissions. How is sensitive information like tax IDs and banking details protected? Sensitive information is protected through multiple security layers including encryption, two-factor authentication for payment method collection, secure form completion links, role-based access controls, and comprehensive audit trails. The solution operates entirely within NetSuite’s certified security framework, ensuring compliance with industry standards. Is the solution compliant with GDPR, SOC 2, and other regulatory standards? Yes. By operating entirely within NetSuite’s certified environment, Charted maintains compliance with major standards including GDPR and SOC 2. It provides comprehensive audit trails, data protection controls, and configurable retention policies that support your organization’s specific compliance requirements. ## Built to feel invisible. Designed to feel right. Our solutions follow your rhythm — reducing friction, instead of adding steps — so finance can focus on decisions, instead of detours. [Contact Us](https://charted.com/get-started/) --- ### [Awards & Recognition](https://charted.com/awards-recognition/) **Published:** August 5, 2025 **Author:** bb-admin **Content:** Awards & Recognition # Honored by the industry, driven by results Award-winning culture. Award-winning products. Award-winning growth. ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-White-400x200--32x16.webp "AirLease-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-White-400x200-1-32x16.webp "Cardiovascular-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-White-400x200-1-32x16.webp "Fleet-Feet-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-White-400x200--32x16.webp "JonnyPops-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-White-400x200-1-32x16.webp "Thrive-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-White-400x200-1-32x16.webp "Wasabi-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-White-400x200-1-32x16.webp "Whoop-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-White-400x200-1-32x16.webp "F45-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-White-400x200-1-32x16.webp "Sox-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-White-400x200--32x16.webp "AirLease-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-White-400x200-1-32x16.webp "Cardiovascular-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-White-400x200-1-32x16.webp "Fleet-Feet-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-White-400x200--32x16.webp "JonnyPops-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-White-400x200-1-32x16.webp "Thrive-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-White-400x200-1-32x16.webp "Wasabi-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-White-400x200-1-32x16.webp "Whoop-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-White-400x200-1-32x16.webp "F45-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-White-400x200-1-32x16.webp "Sox-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-White-400x200--32x16.webp "AirLease-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-White-400x200-1-32x16.webp "Cardiovascular-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-White-400x200-1-32x16.webp "Fleet-Feet-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-White-400x200--32x16.webp "JonnyPops-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-White-400x200-1-32x16.webp "Thrive-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-White-400x200-1-32x16.webp "Wasabi-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-White-400x200-1-32x16.webp "Whoop-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-White-400x200-1-32x16.webp "F45-Logo-White-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-White-400x200-1-32x16.webp "Sox-Logo-White-400x200 - Charted") **2026** **Built In’s Best Places to Work lists for 2026** Charted was named to three of Built In’s Best Places to Work lists for 2026: - Best Startups to Work for in Boston (#6 out of 50) - Best US Startup Companies to Work For (#46 out of 50) - Best Places to Work in Boston (#88 out of 100) ![](https://charted.com/wp-content/uploads/2026/01/2026BPTW_GeneralBadge_FullColor-28x32.webp "2026BPTW_GeneralBadge_FullColor - Charted") **The FinTech Awards 2026 – Finalist, Accounts Payable & Receivable** This award celebrates FinTech solutions that utilize advanced technologies to streamline payment processing, automate invoicing, and optimize cash flow management. ![](https://charted.com/wp-content/uploads/2026/02/FinTech_badge_shortlist-29x32.webp "FinTech_badge_shortlist - Charted") 2025 Deloitte Fast 500 2025 SquareWorks Consulting [placed #218 in the Deloitte Fast 500](https://charted.com/blog/charted-ranked-number-218-fastest-growing-company-in-north-america-on-the-2024-deloitte-technology-fast-500/) list of the 500 fastest-growing businesses in North America in 2024. ![](https://charted.com/wp-content/uploads/2025/11/Deloitte-158-2025-transparent@2x-32x32.webp "Deloitte 158 2025 transparent@2x - Charted") The FinTech Awards 2025 – Finalist, Accounts Payable & Receivable This award celebrates FinTech solutions that utilize advanced technologies to streamline payment processing, automate invoicing, and optimize cash flow management. ![](https://charted.com/wp-content/uploads/2025/08/fintech-awards-32x28.webp "fintech-awards - Charted") Inc5000 2025 SquareWorks Consulting [ranked #1916 on the 2025 Inc. 5000](https://charted.com/blog/charted-ranks-no-1916-on-the-2025-inc-5000-list-of-americas-fastest-growing-private-companies/), list of the fastest-growing private companies in America. ![](https://charted.com/wp-content/uploads/2025/08/inc5000-32x32.webp "inc5000 - Charted") Massachusetts Top Places to Work 2025 award Charted was ranked #12 in the [Massachusetts Top Places to Work 2025](https://topworkplaces.com/award/boston/2025/50-99/4268/) list for small companies. ![](https://charted.com/wp-content/uploads/2026/01/charted-logo-color-rgb.svg "charted-logo-color-rgb - Charted") 2024 Deloitte Fast 500 2024 SquareWorks Consulting [placed #218 in the Deloitte Fast 500](https://charted.com/blog/charted-ranked-number-218-fastest-growing-company-in-north-america-on-the-2024-deloitte-technology-fast-500/) list of the 500 fastest-growing businesses in North America in 2024. ![](https://charted.com/wp-content/uploads/2025/11/Deloitte-158-2025-transparent@2x-32x32.webp "Deloitte 158 2025 transparent@2x - Charted") CRN Partner Program Guide 2024 SquareWorks Consulting was included in the CRN Partner Program Guide for 2024 – the most notable partner programs from leading technology vendors. ![](https://charted.com/wp-content/uploads/2025/08/crn-17x32.webp "crn - Charted") NetSuite Summer Alliance – Partner Spotlight 2024 NetSuite awarded SquareWorks Consulting as a Spotlight Partner for the NetSuite implementation work done with Petauri in 2024. ![](https://charted.com/wp-content/uploads/2025/07/netsuite-spotlight-winner-1-32x17.webp "netsuite-spotlight-winner - Charted") BIG Award for Business 2024 – Strategic Small Business SquareWorks Consulting was named a [top strategic small business ](https://charted.com/blog/charted-honored-as-small-business-of-the-year-in-2024-for-industry-excellence/)by the Business Intelligence Group (BIG) Awards for Business in 2024 ![](https://charted.com/wp-content/uploads/2025/07/big-awards-for-business-27x32.webp "big-awards-for-business - Charted") Customer Success Stories ## Trusted by hundreds of NetSuite users [Read All Case Studies](https://charted.com/case-studies/) ![](https://charted.com/wp-content/uploads/2025/09/PGH-logo-black-32x23.webp "PGH-logo-black - Charted") “Having approvals in NetSuite and having people be able to either get into NetSuite and approve there, or use the emails, have really streamlined things. Especially the ability for people to approve or reject right in an e-mail rather than having to log into the system, I think has made things faster.” Jennifer Sargent Corporate Controller [Read the Full Story](https://charted.com/case-study/prime-group-holdings/) ![Group at a table discussing financial reporting](https://charted.com/wp-content/uploads/2025/09/Topic-Expense-Accruals-edit-1@2x-1-32x32.webp "Topic-Expense-Accruals-edit-1@2x - Charted") ![](https://charted.com/wp-content/uploads/2025/07/affina-therapeutics-logo-dark-32x7.webp "affina-therapeutics-logo-dark - Charted") “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 [Read the Full Story](https://charted.com/case-study/affinia-therapeutics/) ![](https://charted.com/wp-content/uploads/2025/07/pexels-ivan-samkov-9629716-1-32x29.webp "pexels-ivan-samkov-9629716 1 - Charted") ![](https://charted.com/wp-content/uploads/2025/07/east-west-partners-logo-32x3.webp "east-west-partners-logo - Charted") “I’d heard that many companies say it takes about 6 months for the OCR technology to learn your business. The second time I processed bills with Invoice AI, it scanned 100% of the information needed.” Eric Symons Accounting Manager [Read the Full Story](https://charted.com/case-study/east-west-partners/) ![](https://charted.com/wp-content/uploads/2025/07/pexels-mantasink-1106476-1-32x29.webp "pexels-mantasink-1106476 1 - Charted") ## Built to feel invisible. Designed to feel right. Our solutions follow your rhythm—reducing friction, instead of adding steps—so finance can focus on decisions, instead of detours. [Get Started](https://charted.com/get-started/) --- ### [Biotech & Life Sciences](https://charted.com/ap-automation-suite/biotech-life-sciences/) **Published:** June 30, 2026 **Author:** Kim Wright **Content:** NetSuite AP automation for biotech and life sciences # AP automation designed for biotech and life sciences organizations Biotech and life sciences companies operate in one of the most complex financial environments in business. Clinical trials, grant funding, multi-entity or multi-currency structures, and strict regulatory requirements demand financial controls designed to keep pace with the innovation you’re trying to deliver. [Charted AP Automation](https://charted.com/ap-automation-suite/) solutions are embedded directly inside NetSuite, giving your team a complete view of your entire financial operations with clear audit trails, compliance, and AI-enabled automation using financial data your team can trust. [Let’s Talk](https://charted.com/get-started/) Charted AP Automation ## Biotech and life sciences AP solutions Vendor onboarding and management Automate your entire [setup of new vendors](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/), including collection of W-9s and banking information. Reduce the risk of fraud and ensure every vendor in your AP workflow is properly vetted before any payment is made, while setting up your vendors for payments immediately. ![Row of amber glass bottles filled with liquid on a stainless steel bottling machine in an industrial setting.](https://charted.com/wp-content/uploads/2026/06/shutterstock_2142852355-e1782314977248-32x32.webp "shutterstock_2142852355 - Charted") Invoice automation and AI-powered data capture Automatically capture and code invoices from SaaS vendors, cloud infrastructure providers, contractors, and agencies. [Charted Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) learns your GL structure, departments, and cost centers over time, reducing manual intervention and ensuring accurate coding across your entire vendor base, even as it grows. ![Row of amber glass bottles filled with liquid on a stainless steel bottling machine in an industrial setting.](https://charted.com/wp-content/uploads/2026/06/shutterstock_2142852355-e1782314977248-32x32.webp "shutterstock_2142852355 - Charted") 3-way match for purchase orders Automatically [match POs](https://charted.com/ap-automation-suite/real-time-3-way-match/), receipts, and vendor bills, flagging discrepancies before they become problems within your desired timeframe. This is especially valuable for CRO and lab supply procurement where PO compliance directly impacts trial budgets. ![Row of amber glass bottles filled with liquid on a stainless steel bottling machine in an industrial setting.](https://charted.com/wp-content/uploads/2026/06/shutterstock_2142852355-e1782314977248-32x32.webp "shutterstock_2142852355 - Charted") Trial and grant spend tracking Code invoices directly to clinical trials, grants, or funding sources in NetSuite. [Invoice AI ](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/)learns your team’s preferred coding patterns over time and can apply fixed line-level coding rules based on specific values, so the right accounts are suggested or applied automatically. For real-time spend visibility by trial, site, or cost category, your finance team leverages native NetSuite reporting directly, no manual exports required. ![Row of amber glass bottles filled with liquid on a stainless steel bottling machine in an industrial setting.](https://charted.com/wp-content/uploads/2026/06/shutterstock_2142852355-e1782314977248-32x32.webp "shutterstock_2142852355 - Charted") Approval automation enabling license-free oversight Route payments through a [configurable approval matrix](https://charted.com/ap-automation-suite/approval-automation/), avoiding the need for NetSuite licenses for every approver. Set approval thresholds by department, trial, grant, entity, or amount, and give stakeholders visibility into pending approvals without adding friction or compliance risk. ![Row of amber glass bottles filled with liquid on a stainless steel bottling machine in an industrial setting.](https://charted.com/wp-content/uploads/2026/06/shutterstock_2142852355-e1782314977248-32x32.webp "shutterstock_2142852355 - Charted") Payment automation and distribution Process [ACH, check, and international payments](https://charted.com/ap-automation-suite/payment-automation/) originating from the US directly from NetSuite. Consolidate your full payment run in one place with controls ensuring payments are only made against approved, matched invoices, keeping you compliant with 21 CFR Part 11. ![Row of amber glass bottles filled with liquid on a stainless steel bottling machine in an industrial setting.](https://charted.com/wp-content/uploads/2026/06/shutterstock_2142852355-e1782314977248-32x32.webp "shutterstock_2142852355 - Charted") ![Row of amber glass bottles filled with liquid on a stainless steel bottling machine in an industrial setting.](https://charted.com/wp-content/uploads/2026/06/shutterstock_2142852355-e1782314977248-32x32.webp "shutterstock_2142852355 - Charted") ![Row of amber glass bottles filled with liquid on a stainless steel bottling machine in an industrial setting.](https://charted.com/wp-content/uploads/2026/06/shutterstock_2142852355-e1782314977248-32x32.webp "shutterstock_2142852355 - Charted") ![Row of amber glass bottles filled with liquid on a stainless steel bottling machine in an industrial setting.](https://charted.com/wp-content/uploads/2026/06/shutterstock_2142852355-e1782314977248-32x32.webp "shutterstock_2142852355 - Charted") ![Row of amber glass bottles filled with liquid on a stainless steel bottling machine in an industrial setting.](https://charted.com/wp-content/uploads/2026/06/shutterstock_2142852355-e1782314977248-32x32.webp "shutterstock_2142852355 - Charted") ![Row of amber glass bottles filled with liquid on a stainless steel bottling machine in an industrial setting.](https://charted.com/wp-content/uploads/2026/06/shutterstock_2142852355-e1782314977248-32x32.webp "shutterstock_2142852355 - Charted") ![Row of amber glass bottles filled with liquid on a stainless steel bottling machine in an industrial setting.](https://charted.com/wp-content/uploads/2026/06/shutterstock_2142852355-e1782314977248-32x32.webp "shutterstock_2142852355 - Charted") NetSuite biotech AP solutions Leverage accounts payable solutions designed for the specific needs of biotech and life science companies, designed to streamline finance and operations directly in NetSuite. Scale for your stage of growth Manual AP processes require proportional headcount increases to keep up; Charted absorbs the pressure with AP automation, keeping your AP team lean so you can stay focused on R&D visibility, burn rate, and audit readiness, rather than chasing approvals and keying in data. Biotech-specific consulting experience From pre-revenue to fully commercial, the Charted team understands the specific needs of biotech and life science organizations and how to optimize NetSuite for all your needs. ## Customer success story ![](https://charted.com/wp-content/uploads/2025/09/nuerotech-black-32x11.webp "nuerotech-black - Charted") Growing pharmaceutical company, Neurotech Pharmaceuticals, prepares for their big commercial launch with NetSuite and Charted. [Read the Full Story](https://charted.com/case-study/neurotech/) “We started with the bare minimum things to setup, and then we added on a little bit, working from a project management perspective. The Charted team started with the basics, and then everything strategically came together. It allowed us to start fresh on NetSuite, focusing on the things that really matter, and keeping us from getting distracted with everything you can do in NetSuite.” Liz Magee Accounting Manager ![](https://charted.com/wp-content/uploads/2025/08/pexels-cottonbro-5722160-32x32.webp "pexels-cottonbro-5722160 - Charted") ## Frequently asked questions What audit trail capabilities does Charted AP automation provide? Our industry has strict compliance and regulatory requirements, and we need a system that makes audits easier. Charted tracks every step of the AP process, giving you a complete audit trail from vendor onboarding through invoice import and final approval. Vendor documentation like W9s are included, so you can see exactly which contact at the vendor’s company attached each form and when. The audit trail lives directly on the NetSuite record itself, so anyone in your organization can see the full history at a glance, and it’s also accessible in bulk through saved search reporting for broader visibility. Scientists at our organization don’t currently have access to NetSuite, but they’ll likely need to be approvers in our AP process. Will we need to acquire additional NetSuite licenses for them? When using Charted [Approval Automation](https://charted.com/ap-automation-suite/approval-automation/), your chosen approvers don’t need a NetSuite license. They can approve directly via email; all that’s required is an employee record with an associated email address. Our approval emails are fully customizable, and approvers can view all transaction information, including line and expense-level detail directly in their email, including the invoice attachment used to create the original transaction. Approvals can be designed to follow your established hierarchy, while saving your organization in NetSuite license costs. Can Charted help us stay audit-ready and compliant with FDA electronic record requirements (21 CFR Part 2)? Yes, Charted AP Automation helps your organization stay compliant with 12 CFR Part 2 for FDA electronic record requirements. Because Charted keeps every invoice approval inside NetSuite with full audit trails, user authentication, and signature attribution, approvals carry the same legal weight as a wet signature. Combined with controls that only release payment against approved, matched invoices, your entire AP and payment process stays compliant from end to end, without extra systems to validate. How does Charted AP Automation handle invoice coding to clinical trials, grants or specific funding sources? Charted Invoice AI learns your preferred coding patterns over time and can also apply fixed line-level coding rules based on values you define, so invoices route to the right trial, grant, or cost center automatically. To track actual spend against budget, teams use native NetSuite reporting. Charted removes the manual coding burden that prevents scaling as trial volume grows, including reconciling milestone-based CRO billing which often creates accrual timing gaps. Is Charted SOC 1 and SOC 2 compliant? Yes, Charted is SOC 2 certified and undergoes regular independent audits to maintain that certification. Documentation is available on request via the [Charted trust website](https://trust.charted.com/) where you can initiate the request process. Because Charted is a native NetSuite SuiteApp—fully embedded inside your NetSuite instance, not a separate integration—it operates under Oracle’s SOC 1 compliance program in the same way any NetSuite customization does, making Charted AP Automation SOC 1 compliant as well. Charted is also GDPR ready. Can we use Charted data as evidence for our audit or balance sheet reconciliation? Yes. NetSuite’s native System Notes automatically capture a full change history across Charted modules, including: - Approval workflow activity (who approved, when, and at what step). - Three-way match settings and variance decisions. - Invoice AI rules and OCR configurations. - Vendor onboarding settings. - Advanced attachments and check printing activity. The accrual worksheet Charted generates can also be attached directly to the resulting journal entry as supporting documentation; this is useful for reviewers or auditors who want to see the source of the accrual suggestion. ## Your biotech firm deserves innovation without interruption Modernize your accounts payable setup on NetSuite to handle the complexities you face daily, with a demo designed for you. [Request a Demo](https://charted.com/get-started/) --- ### [Software & Technology](https://charted.com/ap-automation-suite/software-technology/) **Published:** June 30, 2026 **Author:** Kim Wright **Content:** NetSuite AP automation for software and technology # AP automation designed for software and technology companies Fast-growing software and technology companies move quickly—your accounts payable process should be able to keep pace. Manual AP processes can’t support an expanding vendor base, employee growth, and a business trying to scale. Charted AP Automation solutions are embedded in NetSuite, ensuring your data is housed in one place, eliminating siloes, duplicate entries, and slow approval cycles. From invoice capture to payment disbursements, every step of your AP workflow is automated, ensuring your AI capabilities are working with data you can trust, all in one place. [Let’s Talk](https://charted.com/get-started/) Charted AP Automation ## Software and technology AP solutions Vendor onboarding and self-service portal [Automate new vendor setup](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/) with a self-service onboarding portal that collects W-9s, banking details, and required documentation automatically. Reduce the back-and-forth between AP and vendors and get new suppliers into your payment workflow immediately. ![](https://charted.com/wp-content/uploads/2026/06/shutterstock_2740259919-e1782402256205-32x32.webp "YoungManWearingGlassesAndABeardSmilingWhileTyping - Charted") AI-powered invoice processing Automatically capture and code invoices from SaaS vendors, cloud infrastructure providers, contractors, and agencies. Charted [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) learns your GL structure, departments, and cost centers over time, reducing manual intervention and ensuring accurate coding across your entire vendor base, even as it grows. ![](https://charted.com/wp-content/uploads/2026/06/shutterstock_2740259919-e1782402256205-32x32.webp "YoungManWearingGlassesAndABeardSmilingWhileTyping - Charted") 3-way match for purchase-order-based spend [Validate invoices against purchase orders](https://charted.com/ap-automation-suite/real-time-3-way-match/) and receiving records automatically, before payment is released. Catch billing errors early, eradicate duplicate payments, and ensure your vendor payments are always backed by approved POs. ![](https://charted.com/wp-content/uploads/2026/06/shutterstock_2740259919-e1782402256205-32x32.webp "YoungManWearingGlassesAndABeardSmilingWhileTyping - Charted") Approval automation at scale No matter how complex, multi-step [approval workflows](https://charted.com/ap-automation-suite/approval-automation/) will route invoices to the right department heads, budget owners, or executives based on amount, vendor, or cost center, all without adding NetSuite licenses for every approver in the chain. As your organization grows, your approval structure scales with it. ![](https://charted.com/wp-content/uploads/2026/06/shutterstock_2740259919-e1782402256205-32x32.webp "YoungManWearingGlassesAndABeardSmilingWhileTyping - Charted") Payment automation: ACH, checks, and international payments [Process domestic and international payments](https://charted.com/ap-automation-suite/payment-automation/) originating from the US directly from NetSuite. Pay vendors in local currencies, eliminate manual check runs, and consolidate your entire payment workflow into a single, controlled process. Ideal for tech companies managing global vendor relationships directly within NetSuite. No more routing payments through separate tools or banking portals. ![](https://charted.com/wp-content/uploads/2026/06/shutterstock_2740259919-e1782402256205-32x32.webp "YoungManWearingGlassesAndABeardSmilingWhileTyping - Charted") Accrual automation for faster close Automatically [generate month-end accruals](https://charted.com/ap-automation-suite/expense-accrual-automation/) for invoices in process, reducing the manual effort slowing down close cycles. Especially valuable for high-growth tech companies where invoice volume can spike month over month. ![](https://charted.com/wp-content/uploads/2026/06/shutterstock_2740259919-e1782402256205-32x32.webp "YoungManWearingGlassesAndABeardSmilingWhileTyping - Charted") Document management for transparency Attach invoices, [contracts, and supporting documentation](https://charted.com/ap-automation-suite/advanced-document-management/) like SaaS subscription agreements, SOWs, MSAs, renewal notices, and charge orders directly to NetSuite transactions. Everything your auditors, board, or investors need is accessible without hunting through email or shared drives. ![](https://charted.com/wp-content/uploads/2026/06/shutterstock_2740259919-e1782402256205-32x32.webp "YoungManWearingGlassesAndABeardSmilingWhileTyping - Charted") ![](https://charted.com/wp-content/uploads/2026/06/shutterstock_2740259919-e1782402256205-32x32.webp "YoungManWearingGlassesAndABeardSmilingWhileTyping - Charted") ![](https://charted.com/wp-content/uploads/2026/06/shutterstock_2740259919-e1782402256205-32x32.webp "YoungManWearingGlassesAndABeardSmilingWhileTyping - Charted") ![](https://charted.com/wp-content/uploads/2026/06/shutterstock_2740259919-e1782402256205-32x32.webp "YoungManWearingGlassesAndABeardSmilingWhileTyping - Charted") ![](https://charted.com/wp-content/uploads/2026/06/shutterstock_2740259919-e1782402256205-32x32.webp "YoungManWearingGlassesAndABeardSmilingWhileTyping - Charted") ![](https://charted.com/wp-content/uploads/2026/06/shutterstock_2740259919-e1782402256205-32x32.webp "YoungManWearingGlassesAndABeardSmilingWhileTyping - Charted") ![](https://charted.com/wp-content/uploads/2026/06/shutterstock_2740259919-e1782402256205-32x32.webp "YoungManWearingGlassesAndABeardSmilingWhileTyping - Charted") ![](https://charted.com/wp-content/uploads/2026/06/shutterstock_2740259919-e1782402256205-32x32.webp "YoungManWearingGlassesAndABeardSmilingWhileTyping - Charted") Built for high-growth environments Automate processing your vendor bills, create bills automatically with touchless invoice processing, and use natural-language directions to handle edge cases, all without adding AP headcount. M&A and multi-entity ready Manage AP across multiple legal entities, subsidiaries, and geographies in a single NetSuite environment. Consolidate vendor payments and reporting without duplicating processes. No integration overhead for IT Charted installs directly inside NetSuite—no API connections to maintain, no middleware to manage, no sync issues to troubleshoot. Your IT and NetSuite admin teams stay focused on higher-value work. ## Customer success story ![](https://charted.com/wp-content/uploads/2026/03/Uplightlogo-bw-32x9.webp "Uplightlogo-bw - Charted") Uplight is a SaaS company enabling both utility companies and individuals to utilize individual energy devices to harness energy and handle energy demand, resulting in better grid management, while saving consumers money. [Read the Full Story](https://charted.com/case-study/uplight/) “The vendor onboarding process was one of the key things I was really excited about because it’s streamlined our process completely. It’s currently set up so when something finalizes with our legal department, they log into NetSuite and they kick up the vendor approval request to the vendor, so accounts payable knows there’s something in the queue to be set up. It’s really streamlined and shortens the amount of time between being able to approve a vendor and approve their first invoice.” Brooke Hearley Senior Manager of Transactional Accounting, Uplight ![abstract image representing technology](https://charted.com/wp-content/uploads/2026/03/roland-larsson-k9e4KXs6AGQ-unsplash-e1772738891151-32x32.webp "roland-larsson-k9e4KXs6AGQ-unsplash - Charted") ## Frequently asked questions We have a fair number of recurring contract invoices come in monthly. Is there any auto-creation functionality for these specific invoices, so we don’t have to spend additional time processing them manually? Charted supports auto-processing under two scenarios: invoices with no variances, and invoices from specific vendors. If you have vendors on recurring contracts whose invoices should be processed every month without manual intervention, we can set them up in the background so that as soon as their invoice hits the inbox, it auto-processes and is automatically submitted through the approval workflow. Since our business operates across multiple departments and locations, can approval workflows be routed based on department, location, amount, or other similar criteria? Charted lets you configure approval workflows through a matrix that can pull from virtually any field on the record, including subsidiary, department, location, minimum and maximum amounts, and even custom fields. Your approval process can be as simple or as detailed as your compliance needs require, and all approval audits trails are kept directly on the record. We have a lot of subscription, usage-based, and contract-driven billing (SaaS agreements, MSAs, AWS/Azure usage statements). Can Charted handle that level of complexity? Charted lets you attach invoices, contracts, and supporting documentation directly to the bill record, including SOWs, MSAs, renewal notices, usage-based billing statements, and change orders, so finance has full context without digging through email. [Approval Automation](https://charted.com/ap-automation-suite/approval-automation/) can route based on contract terms or thresholds as usage-based invoices can vary from month to month. We have global vendors and a distributed finance team, can we still run payments entirely from NetSuite? Yes. Charted processes domestic and international payments originating from the US directly in NetSuite. For customers with non-US bank accounts, Charted supports and implements NetSuite Electronic Bank Payments for true international payment origination. This keeps your full payment run (ACH, check, international) in one controlled NetSuite workflow instead of a scattered, external approach across separate banking portals. Can Charted approval workflows be applied to custom NetSuite record types, not just standard transactions? Yes. Charted [Approval Automation](https://charted.com/ap-automation-suite/approval-automation/) supports custom record types, not just standard NetSuite transactions like vendor bills and purchase orders. When creating a new Approval Record Type configuration, the Record Type dropdown includes any scriptable record type in the account, which covers custom records. This means structured approval workflows with email routing, approval history, role-based permissions, and the full audit trail can be applied to any custom record the organization has built. Custom records for approvals can include departments, locations, subsidiaries, prepayments, vendors, and custom segments. All the same approval capabilities carry over: enabled conditions, approval matrices, out-of-office delegation, and exception handling. We have journal entries created by third-party integrations that shouldn’t require manual approval. Can those be auto-approved? Yes, through two mechanisms: Submit on Creation (Non-UI Only): When enabled, records created outside the NetSuite UI—via API, CSV import, or a third-party integration—are automatically submitted into the approval workflow without any human action. Critically, this is a separate toggle from the standard auto-submit setting, which means you can treat integration-created journal entries differently from manually created ones. Approval Action Field: AWA also supports an action field that accepts a JSON instruction (such as {“action”:”APPROVE”}) which scripts or integrations can write to in order to programmatically approve a record. This runs in the background and is designed for non-UI execution contexts. In practice: if your integrations create journal entries that should bypass manual review, approvals can be configured to auto-submit and auto-approve those records based on their origin, while still routing manually created journal entries through a standard human approval step. Where are invoice PDFs stored? Can access be restricted, and how much storage does it use? Where PDFs are stored: Invoice PDFs processed through Charted are saved in the NetSuite File Cabinet and attached directly to the vendor bill record (visible on the Communications > Files tab). Charted [Advanced Document Management](https://charted.com/ap-automation-suite/advanced-document-management/) automatically organizes files by subsidiary and record type so documents are structured and easy to find. Access restrictions: Charted Advanced Document Management supports folder-level permissions via NetSuite Groups, so specific roles or user groups can be restricted from accessing invoice storage folders. The native NetSuite file cabinet tab can also be hidden on a per-record-type basis, keeping users out of the raw file structure entirely. Storage volume: Storage limits are governed by NetSuite’s file cabinet, not Charted. For high-volume environments, Charted Document Management also supports AWS S3 as an alternative storage backend; Charted handles the folder configuration and the organization manages the S3 bucket. This removes the file cabinet storage ceiling for organizations with very high document volumes. We receive invoices in multiple languages, including non-Latin scripts like Chinese. Can Charted handle those? Yes, Charted [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) handles multi-language invoices through its Invoice AI natural language directions feature. Administrators configure a natural language instruction, such as “Translate into English”, that applies to the entire invoice before data is extracted and imported into NetSuite.e m can be set at the vendor level (applying translation only to specific international vendors) or globally, giving full flexibility over which invoices are translated and which aren’t. Charted is also GDPR ready, with documented technical and organizational controls in place—relevant for organizations processing invoices from international vendors under European data protection requirements. ## Charted streamlines AP, and keeps everything inside NetSuite Ready to gain financial insights you can trust in NetSuite? See what Charted NetSuite-native AP Automation can unlock with a demo. [Request a Demo](https://charted.com/get-started/) --- ### [Manufacturing](https://charted.com/ap-automation-suite/manufacturing/) **Published:** June 30, 2026 **Author:** Kim Wright **Content:** NetSuite AP automation for manufacturing # AP automation built for the complexities of manufacturing organizations Manufacturing and distribution companies have some of the most complex internal processes to manage of any industry, and accounts payable is no exception. High invoice volumes, supplier purchase orders, receiving workflows; multi-language, multi-currency, and multi-location operations; manual efforts cannot keep up with the AP workload in these environments. Charted AP Automation is built to live inside NetSuite, connecting your purchasing, inventory, and financial operations into one system, increasing efficiency without adding headcount. From automated invoice capture to PO matching and payment disbursement, Charted gives your team the speed, accuracy, and control they need to keep operations running. [Let’s Talk](https://charted.com/get-started/) Charted AP Automation ## Manufacturing and distribution solutions for AP Multi-location and multi-entity AP [Manage AP](https://charted.com/ap-automation-suite/) across multiple plants, warehouses, and legal entities from a single NetSuite environment. Consolidate reporting and gain [full visibility into payables ](https://charted.com/)by location, entity, or supplier category—without manual data aggregation. ![Industrial worker in a white hard hat and safety goggles using a tablet beside large industrial equipment in a factory setting](https://charted.com/wp-content/uploads/2026/06/shutterstock_2739549239-e1782323498243-32x32.webp "MaleFactoryWorkerHoldingDigitalTabletCheckingManufacturingMachineWith - Charted") Vendor onboarding and management [Automate onboarding ](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/)new suppliers with self-service collection of W-9s, banking information, and required documentation. Keep your vendor data accurate, up-to-date, and ensure all suppliers are properly vetted before entering the payment workflow. ![Industrial worker in a white hard hat and safety goggles using a tablet beside large industrial equipment in a factory setting](https://charted.com/wp-content/uploads/2026/06/shutterstock_2739549239-e1782323498243-32x32.webp "MaleFactoryWorkerHoldingDigitalTabletCheckingManufacturingMachineWith - Charted") High-volume invoice processing Automatically capture and process invoices from suppliers, raw material vendors, freight carriers, and service providers. Charted [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) reads and codes invoices against your NetSuite item catalog, purchase orders, and GL structure, automatically matching POs and learning your preferred coding preferences per vendor. Manage large volumes of complex invoices without adding headcount. ![Industrial worker in a white hard hat and safety goggles using a tablet beside large industrial equipment in a factory setting](https://charted.com/wp-content/uploads/2026/06/shutterstock_2739549239-e1782323498243-32x32.webp "MaleFactoryWorkerHoldingDigitalTabletCheckingManufacturingMachineWith - Charted") 3-way match and touchless invoicing for supplier invoices [Automatically match](https://charted.com/ap-automation-suite/real-time-3-way-match/) supplier invoices against open purchase orders and item receipts before any payment is released, flagging quantity, pricing, and billing variances in real-time, before transactions hit your GL or approval queue. Invoices without detected variances can be pushed through automatically and submitted for approval without requiring a manual review. ![Industrial worker in a white hard hat and safety goggles using a tablet beside large industrial equipment in a factory setting](https://charted.com/wp-content/uploads/2026/06/shutterstock_2739549239-e1782323498243-32x32.webp "MaleFactoryWorkerHoldingDigitalTabletCheckingManufacturingMachineWith - Charted") Approval automation across locations [Route invoices for approval](https://charted.com/ap-automation-suite/approval-automation/) based on vendor, amount, purchase order, location, or cost center. Extend approvals to plant managers, operations leaders, and procurement teams without requiring additional NetSuite licenses for every approver. Manage approvals through email for increased efficiency, whether your approver is on the warehouse floor, traveling between locations, in the office, or at home. ![Industrial worker in a white hard hat and safety goggles using a tablet beside large industrial equipment in a factory setting](https://charted.com/wp-content/uploads/2026/06/shutterstock_2739549239-e1782323498243-32x32.webp "MaleFactoryWorkerHoldingDigitalTabletCheckingManufacturingMachineWith - Charted") Payment automation: ACH, check, and international Run domestic and international [vendor payments](https://charted.com/ap-automation-suite/payment-automation/) originating from the US directly from NetSuite. Consolidate your payment process, reduce manual check runs, and maintain complete payment records tied to every approved invoice and PO in the system. ![Industrial worker in a white hard hat and safety goggles using a tablet beside large industrial equipment in a factory setting](https://charted.com/wp-content/uploads/2026/06/shutterstock_2739549239-e1782323498243-32x32.webp "MaleFactoryWorkerHoldingDigitalTabletCheckingManufacturingMachineWith - Charted") ![Industrial worker in a white hard hat and safety goggles using a tablet beside large industrial equipment in a factory setting](https://charted.com/wp-content/uploads/2026/06/shutterstock_2739549239-e1782323498243-32x32.webp "MaleFactoryWorkerHoldingDigitalTabletCheckingManufacturingMachineWith - Charted") ![Industrial worker in a white hard hat and safety goggles using a tablet beside large industrial equipment in a factory setting](https://charted.com/wp-content/uploads/2026/06/shutterstock_2739549239-e1782323498243-32x32.webp "MaleFactoryWorkerHoldingDigitalTabletCheckingManufacturingMachineWith - Charted") ![Industrial worker in a white hard hat and safety goggles using a tablet beside large industrial equipment in a factory setting](https://charted.com/wp-content/uploads/2026/06/shutterstock_2739549239-e1782323498243-32x32.webp "MaleFactoryWorkerHoldingDigitalTabletCheckingManufacturingMachineWith - Charted") ![Industrial worker in a white hard hat and safety goggles using a tablet beside large industrial equipment in a factory setting](https://charted.com/wp-content/uploads/2026/06/shutterstock_2739549239-e1782323498243-32x32.webp "MaleFactoryWorkerHoldingDigitalTabletCheckingManufacturingMachineWith - Charted") ![Industrial worker in a white hard hat and safety goggles using a tablet beside large industrial equipment in a factory setting](https://charted.com/wp-content/uploads/2026/06/shutterstock_2739549239-e1782323498243-32x32.webp "MaleFactoryWorkerHoldingDigitalTabletCheckingManufacturingMachineWith - Charted") ![Industrial worker in a white hard hat and safety goggles using a tablet beside large industrial equipment in a factory setting](https://charted.com/wp-content/uploads/2026/06/shutterstock_2739549239-e1782323498243-32x32.webp "MaleFactoryWorkerHoldingDigitalTabletCheckingManufacturingMachineWith - Charted") Designed for high-volume environments Whether you’re processing hundreds or thousands of invoices each month, Charted automates capture, coding, matching, and routing, so your team can focus on exceptions, not data entry. PO-centric workflows, out of the box Three-way matching, PO-based approvals, and intelligent accruals designed to leverage PO details give teams the controls they need from day one. Embedded in NetSuite Charted installs directly inside NetSuite—no API connections to maintain, no middleware to manage, no sync issues to troubleshoot. Your IT and NetSuite admin teams stay focused on higher-value work. #### Transaction lifecycles are critical for manufacturing—here’s everything you need to know **Confused about what exactly is a NetSuite transaction?** In NetSuite, a transaction is any record that creates a financial or operational event: sales orders, purchase orders, work orders, item receipts, fulfillments, invoices, and assembly builds. Learn about key transaction types, manufacturing orders, assembly builds, how transaction types interconnect, and everything else you need to keep operations flowing. [Read More](https://charted.com/white-paper/what-is-a-netsuite-transaction-gl-impact-posting-rules-and-the-full-transaction-lifecycle/) ![Man in a blue shirt typing on a laptop at a desk in a modern office.](https://charted.com/wp-content/uploads/2026/06/shutterstock_2723721927-e1782837810529-1024x835.webp "TypingLaptopAndResearchWithBusinessManInOfficeFor - Charted") ## Frequently asked questions For Charted 3-Way Match, can we set vendor-specific thresholds? Most of our vendors should be held to a strict 0% tolerance, but we have a handful with specific contract terms that need a different threshold applied. Charted [Real-Time 3-Way Match](https://charted.com/ap-automation-suite/real-time-3-way-match/) supports vendor-specific threshold overrides on top of your global 0% default. Thresholds can be configured at the subsidiary, vendor, or item level, and set based on the line quantity, line rate, line amount, or total threshold for a given subsidiary or vendor. What kind of visibility does the Charted dashboard provide if an invoice comes in before the purchase order has been received? We have bill-before-receipt turned on, but for most of our invoices, we don’t want the bill created until the receipt is in. The Charted dashboard shows whether a purchase order is associated with any of the invoices sitting in your inbox. From there, you can see the PO’s status and leave notes on the PO or invoice for other AP users to see. Once the receipt comes in and you’re ready for bill creation, our 3-Way Match functionality [automatically takes over](https://charted.com/ap-automation-suite/real-time-3-way-match/), matching the PO, receipt, and invoice in depth based on the thresholds your team has set. How does Charted handle invoices that don’t match standard formats from a wide range of suppliers and contractors? Charted [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) is built to extract line-level data from non-standard or inconsistent vendor invoice formats, without requiring manual templates per vendor. For manufacturers juggling dozens of suppliers with different billing formats (raw materials, equipment, logistics), this is usually the single biggest time recovery for AP teams. Can Charted support 3-way matching against purchase orders for our procurement process? Yes, Charted [Real-Time 3-Way Match](https://charted.com/ap-automation-suite/real-time-3-way-match/) ties invoices to POs and receipts directly in NetSuite, flagging discrepancies automatically rather than relying on manual cross-checking. This is especially valuable in manufacturing where blanket POs and partial shipments against a single order are common. When a bill includes freight or shipping, does it land on the item cost or get expensed? Charted [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) has a Freight Capture setting that automatically identifies shipping charges on a scanned invoice and creates a separate line for them on the vendor bill. You decide where that freight line goes: - Map it to a Default Shipping Item (an inventory item like “FedEx”) to increase inventory cost via NetSuite’s Landed Cost feature. - Map it to a Default Shipping Expense (an expense account) to treat it as a period cost. If both are configured, the item takes priority. The key point: Charted captures and separates the freight correctly either way. The decision of whether it hits landed cost or expense is a NetSuite configuration choice, not a Charted limitation. What if a vendor invoice arrives before we’ve logged the goods receipt in the system? Charted supports a Bill Before Receipt setting. When enabled, [Invoice AI ](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/)can process a vendor bill against a purchase order even if no item receipt exists yet in NetSuite. Charted [3-way Match](https://charted.com/ap-automation-suite/real-time-3-way-match/) adjusts accordingly: when this setting is on, the billed amount is compared against the PO total rather than the received total, so the match still runs cleanly without a receipt to compare against. This is the right setup for environments where vendor invoices consistently arrive ahead of the warehouse logging physical delivery. We sometimes receive multiple batches of invoices against the same blanket PO and log them all at once. Will the system process all the invoices correctly? Yes. Charted [3-way Match](https://charted.com/ap-automation-suite/real-time-3-way-match/) logic was built specifically to handle multiple receipts and multiple bills against the same PO. The ordering logic works as follows: When checking for variances on a saved bill, receipts and bills entered after the current one are excluded from the variance check, based on the order they were created in the system. This creates a first-in, first-billed-against processing sequence. Even if three receipts are logged simultaneously due to a backlog, the variance calculation processes them in sequence rather than treating them as a single batch. What happens if an invoice comes in for a PO line that hasn’t been received yet? **If Bill Before Receipt is off**: The system compares the billed quantity against the received quantity for that line. Since nothing has been received, Charted [3-way Match](https://charted.com/ap-automation-suite/real-time-3-way-match/) will flag a variance. The bill can still be saved using “Save With Variances,” and Charted can be configured to automatically place that bill on payment hold until the variance is resolved; payment won’t be released until the receipt is logged and the match clears. **If Bill Before Receipt is on**: The bill processes against the PO total without requiring a receipt, so it goes through without a receipt-based variance. ## Your AP processes should work as hard as you do From the shop floor to the boardroom, Charted helps manufacturers streamline operations and scale with confidence. See how we can help with a personalized demo. Request a Demo --- ### [Charted vs. Tipalti](https://charted.com/charted-vs-tipalti/) **Published:** February 20, 2026 **Author:** bb-admin **Content:** Charted vs. Tipalti # Charted is NetSuite-native Achieve complete AP automation directly inside NetSuite with Charted—no bouncing between platforms, no middleware, no data synchronization to maintain. Instead, Charted powers the full AP lifecycle directly inside your ERP. Invoice capture, approvals, payments, and accruals happen where your data lives, maintaining NetSuite as your single source of truth. [Compare approaches with an expert](https://charted.com/get-started/) ## Why finance teams choose Charted over Tipalti ![](https://charted.com/wp-content/uploads/2025/12/solutions-overview_mockup-32x27.webp "solutions-overview_mockup - Charted") ###### Zero integration overhead Charted operates entirely within NetSuite with no APls, middleware, or data synchronization to maintain. Eliminate integration complexity and the ongoing IT burden of external platforms. --- ###### One system, one workflow Your AP team works exclusively in their familiar NetSuite environment, without having to learn new platforms or switch between systems for invoice processing, approvals, and payments. --- ###### NetSuite stays your source of truth Your AP data is accessible within NetSuite ensuring complete visibility, audit-ready controls, and real-time financial reporting without synchronization delays. --- ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ## Where Charted excels Native architecture, zero maintenance Charted is embedded directly within NetSuite as a certified SuiteApp, not connected through integrations. Your NetSuite Admin has no APIs to monitor, no middleware to troubleshoot, and no data synchronization issues to resolve. ![](https://charted.com/wp-content/uploads/2025/12/charted-vs-tipalti-1-32x27.webp "charted-vs-tipalti-1 - Charted") Superior invoice intelligence with line-level precision Charted [**Invoice AI**](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) enables accurate, straight-through processing of invoice data, mapping it directly to NetSuite segments—subsidiary, department, class, location, and custom fields. Built specifically for NetSuite data structures, our AI learns your vendors, GL logic, and coding patterns over time. ![](https://charted.com/wp-content/uploads/2025/12/Internationa-Payment-img02-32x27.webp "Internationa-Payment-img02 - Charted") Approval workflows leverage the complete NetSuite context Charted [**Approval Automation**](https://charted.com/ap-automation-suite/approval-automation/) harnesses NetSuite’s complete data model to drive sophisticated routing based on subsidiaries, departments, amounts, and line-level details. Approvers act via email without requiring NetSuite licenses, and complete approval history is stored directly in NetSuite transactions for guaranteed compliance. Custom approval matrixes ensure your organization is always audit ready. International organizations with multi-currency requirements can establish approval limits in each approver’s local currency. ![](https://charted.com/wp-content/uploads/2025/12/Internationa-Payment-img03-32x27.webp "Internationa-Payment-img03 - Charted") Portal-free vendor experience that increases adoption Charted eliminates vendor portal fatigue with secure, branded forms that capture information directly into NetSuite, without requiring vendors to create accounts or remember passwords. This [**approach**](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/) increases vendor participation while keeping all vendor data exclusively in your NetSuite environment, where your team already manages relationships. ![](https://charted.com/wp-content/uploads/2025/12/Internationa-Payment-img04-32x27.webp "Internationa-Payment-img04 - Charted") Month-end close acceleration with native accrual automation Charted [**Accrual Automation**](https://charted.com/ap-automation-suite/expense-accrual-automation/) provides AI-powered expense accrual estimates and one-click journal entry creation directly in NetSuite. Because Charted operates natively, accrual calculations draw from up-to-date AP data without synchronization lag—delivering real-time accuracy that accelerates your close by an average of five days. ![](https://charted.com/wp-content/uploads/2025/12/Internationa-Payment-img05-32x27.webp "Internationa-Payment-img05 - Charted") Multi-dimensional reporting in NetSuite without exports Charted creates invoices, approvals, and payments directly within NetSuite, ensuring records and audit trails are always up to date. Finance teams can build vendor aging and accrual reports that combine open invoices, paid invoices, and pending approvals, sliced by department, subsidiary, and vendor type—without exporting to spreadsheets or having to reconcile data between Tipalti and NetSuite. ![](https://charted.com/wp-content/uploads/2025/08/approvals-img22-32x27.webp "approvals-img22 - Charted") Cost savings from eliminating integration overhead Because Charted runs entirely inside NetSuite, there are no third-party AP integrations to build, monitor, or fix. Customers tell us they’ve saved full days each month previously spent reconciling Tipalti and NetSuite data, and avoided ongoing IT spend just to keep an external AP integration stable. ![](https://charted.com/wp-content/uploads/2025/07/The-Most-Powerful-3-Way-Match-32x29.webp "The Most Powerful 3-Way Match - Charted") ## Customer success story ![](https://charted.com/wp-content/uploads/2025/08/jes-holdings_logo-light-32x25.webp "jes-holdings_logo-light - Charted") JES Holdings transformed their check processing workflow with Charted AP Automation for NetSuite. [Read the Full Story](https://charted.com/case-study/jes-holdings/) “The Charted Check Printing solution has improved our workflow by enabling batch printing of multiple checks, saving us a significant amount of time” Marsha Lessley Assistant Controller, JES Holdings ![](https://charted.com/wp-content/uploads/2025/08/pexels-curtis-adams-1694007-3935344-1-32x32.webp "pexels-curtis-adams-1694007-3935344 1 - Charted") ## Frequently asked questions What is the main difference between Charted and Tipalti for NetSuite users? Charted differs from Tipalti because it runs entirely inside NetSuite as a native SuiteApp whereas Tipalti is an external platform that integrates with NetSuite. How do daily AP workflows differ between Tipalti and Charted? Charted keeps your organization’s AP work inside NetSuite, where your team already lives—no system switching, no duplicate entry, and no waiting on synced status changes. Tipalti runs most AP tasks in its own platform, which can add context switching and extra steps to keep NetSuite aligned with what happened in Tipalti. Where does AP data live in the Tipalti system vs the Charted system? Charted stores AP data in native NetSuite objects. Tipalti stores AP data in its own platform and syncs it. What does IT need to manage with Tipalti compared to Charted? IT management is minimal with Charted because it requires no maintenance of integrations or middleware. Tipalti can require monitoring of their platform syncing, which can involve searching for individual sync records. How do approval workflows compare between Tipalti and Charted? Charted approval workflows are embedded in NetSuite, using NetSuite segments and transaction context for routing and storing the full audit trail on the record. Tipalti runs approvals in its own platform, which typically adds system switching and requires syncing approval history back to NetSuite. How do vendor experiences differ between Charted and Tipalti? Charted supports portal-free vendor onboarding through secure, branded forms, so vendors don’t need to create accounts or manage passwords. This process reduces portal fatigue and speeds up vendor setup and updates. Tipalti relies on a vendor portal, which can add steps and slow vendor participation. What payment capabilities do the Tipalti and Charted solutions offer? Charted enables ACH, flexible check printing, and international payments originating from the US to 150+ countries, all directly from NetSuite using your existing banks. Tipalti offers broader global payment infrastructure with 50+ methods and built-in FX and fraud controls, making it better suited for highly complex international payment needs. What kind of organizations choose Charted vs Tipalti? Organizations choose Charted when they want NetSuite-native AP automation with minimal IT complexity and no external platforms. What kinds of reports are easier with Charted than with Tipalti? A common example is a vendor aging report that shows open invoices, paid invoices, and pending approvals by department, subsidiary, and vendor type. With Charted, all those records live embedded in NetSuite, so you can build this as a standard saved search. With Tipalti, you’re reconciling data between two systems and handling sync gaps before you can trust the report. How do Tipalti sync failures affect NetSuite reporting compared to Charted? When external application syncing fails, invoices, approvals, or payments may not appear correctly in NetSuite, forcing your team to troubleshoot integration errors before running reliable reports. Charted eliminates this problem entirely by removing the sync layer. All Charted AP records are created and updated directly within NetSuite. ## Ready to experience NetSuite-native AP automation? Charted delivers complete AP automation entirely within NetSuite—no integrations or data synchronization to maintain, and no switching between platforms. Finance teams gain efficiency, IT teams eliminate the maintenance burden, and NetSuite remains your single source of truth. [Schedule a Personalized Demo](https://charted.com/get-started/) --- ### [Charted vs. Ramp](https://charted.com/charted-vs-ramp/) **Published:** February 20, 2026 **Author:** bb-admin **Content:** Charted vs. Ramp # Charted is NetSuite-native Charted delivers complete AP automation directly inside NetSuite. Invoice processing, approvals, payments, accruals, and vendor onboarding run natively in your ERP with no connectors, middleware, or data synchronization to maintain, keeping NetSuite as your single source of truth. Ramp is a spend management platform centered on corporate cards and employee expenses. Vendor bill processing and payments run through Ramp’s platform and have to sync to NetSuite via integration. [Compare approaches with an expert](https://charted.com/get-started/) ## Why finance teams choose Charted over Ramp ![](https://charted.com/wp-content/uploads/2025/12/solutions-overview_mockup-32x27.webp "solutions-overview_mockup - Charted") ###### Purpose-built AP depth Charted focuses exclusively on vendor invoice processing, approvals, payments, and accruals. Charted delivers best-in-class accounts payable automation with Invoice AI processing, advanced 3-way match, and month-end accrual automation, all backed by NetSuite-native data accuracy. Ramp does not focus exclusively on AP Automation, instead focusing on corporate cards and employee expenses. --- ###### NetSuite-native architecture with lower IT overhead Charted operates entirely inside NetSuite as a certified SuiteApp. There are no APIs to monitor, no connectors to troubleshoot, and no synchronization failures to reconcile. Ramp requires API-based integration with NetSuite, adding implementation complexity, ongoing maintenance, and requires a full NetSuite user license to support the integration. --- ###### NetSuite expertise Charted is a NetSuite Alliance Partner staffed by NetSuite-certified experts who configure workflows around your entities, approval hierarchies, currencies, and compliance needs. Ramp emphasizes self-serve implementation designed for their environments. --- ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ## Where Charted excels Native architecture, zero maintenance Charted runs natively in NetSuite as a certified SuiteApp with no integrations to maintain, offering embedded finance. Ramp relies on API integrations, leading to possible sync issues and reconciliation overhead. ![](https://charted.com/wp-content/uploads/2025/12/charted-vs-ramp-01-32x27.webp "charted-vs-ramp-01 - Charted") Deep AP coverage from invoice capture to payments and accruals Charted provides end-to-end NetSuite [**AP automation** ](https://charted.com/ap-automation-suite/)with Invoice AI, advanced approval routing, real-time 3-way match, accrual automation that cuts close time by 50%+, and global payments. Ramp focuses more on corporate cards and employee expenses, with vendor bill pay as an additional offering. ![](https://charted.com/wp-content/uploads/2025/12/charted-vs-ramp-02-32x27.webp "charted-vs-ramp-02 - Charted") Highly customizable approval workflows built for AP Charted enables email-based invoice [**approvals**](https://charted.com/ap-automation-suite/approval-automation/) with full NetSuite audit trails and no additional licenses, cutting $1,200–$6,000+ annually and accelerating time-to-approvals by 50–75%. ![](https://charted.com/wp-content/uploads/2025/12/charted-vs-ramp-03-32x27.webp "charted-vs-ramp-03 - Charted") Portal-free vendor onboarding that reduces fraud risk Charted eliminates vendor portals with secure, one-click update forms that capture and validate payment details directly in NetSuite. Ramp focuses on employee and cardholder workflows, with additional support for vendor onboarding and payment workflows within the Ramp platform. ![](https://charted.com/wp-content/uploads/2025/12/charted-vs-ramp-04-32x27.webp "charted-vs-ramp-04 - Charted") Payment automation without vendor lock-in [**Charted Payment Automation**](https://charted.com/ap-automation-suite/payment-automation/) supports ACH, international ACH, SWIFT wires, and flexible check printing with bring-your-own-bank support, reducing check costs to $1.50 and remaining payment-method agnostic by vendor. Ramp centers on corporate and virtual cards with bill pay synced to NetSuite. ![](https://charted.com/wp-content/uploads/2025/12/charted-vs-ramp-05-32x27.webp "charted-vs-ramp-05 - Charted") Optimized for multi-entity, high-growth, and compliance-focused teams [**Charted AP Automation**](https://charted.com/ap-automation-suite/) is ideal for multi-entity, fast-growing organizations that need secure, audit-ready AP with real-time cross-entity visibility in NetSuite. ![](https://charted.com/wp-content/uploads/2025/12/charted-vs-ramp-06-32x27.webp "charted-vs-ramp-06 - Charted") Complete AP visibility directly in NetSuite Because Charted creates invoices, approvals, and **[payments ](https://charted.com/ap-automation-suite/payment-automation/)**natively in NetSuite, controllers can build real-time AP and vendor aging reports without leaving the ERP or reconciling data. Ramp’s spend and AP activity originates in its own platform and syncs via API, bringing visibility and reporting gaps within NetSuite. ![](https://charted.com/wp-content/uploads/2025/08/Invoice_AI_review-32x27.webp "Invoice_AI_review - Charted") Lower AP operating costs despite “free” tools Ramp’s focus on credit card payments means their AP product costs may start at a low or even free price point, but there’s a not-so-hidden cost to operating AP across two systems. Charted keeps all AP work inside NetSuite, so teams avoid spending time reconciling Ramp and NetSuite, reduce integration maintenance, and give auditors a single system to test—lowering total cost of ownership. ![](https://charted.com/wp-content/uploads/2025/08/intelligent-approval-automation-32x29.webp "intelligent-approval-automation - Charted") ## Customer success story ![](https://charted.com/wp-content/uploads/2025/08/east-west-partners-logo-light-32x3.webp "east-west-partners-logo-light - Charted") Real estate development firm East West Partners reduced invoice processing times by 70% and streamlined their check printing process with Charted [Read the Full Story](https://charted.com/case-study/east-west-partners/) “One thing we’ve appreciated about Charted is that they understood who we were and what we were able to do from a technology standpoint, which really helped us in the learning process. They provided detailed information that helped everyone grasp how the solution would work.” Eric Symons Accounting Manager ![](https://charted.com/wp-content/uploads/2025/07/pexels-mantasink-1106476-1-32x29.webp "pexels-mantasink-1106476 1 - Charted") ## Frequently asked questions What is the main difference between Charted and Ramp for NetSuite users? The main difference between Charted and Ramp is that Charted is a NetSuite-native AP automation SuiteApp that runs entirely inside NetSuite with no external platform or integrations to maintain. Charted focuses exclusively on vendor invoices, approvals, payments, and accruals, all embedded in NetSuite. Ramp is a corporate card and spend management platform that integrates with NetSuite and requires finance teams to operate within Ramp’s separate system for approvals, expenses, and cards. How do daily workflows differ for finance teams using Charted vs Ramp? Finance teams using Charted complete all AP workflows—invoice processing, approvals, payments, accruals, and reporting—directly inside NetSuite. With Ramp, teams work in the Ramp platform for card spend and expenses and then reference NetSuite for financial reporting, requiring switching between systems. Where does AP data live when using Charted or Ramp? Charted stores all AP data natively in NetSuite using standard records such as vendor bills, payments, journal entries, and approval history. Ramp originates spend and transaction data in its own platform and syncs that data to NetSuite through an integration, requiring reconciliation across systems. What does IT need to manage when using Charted or Ramp? When using Charted AP Automation, IT only needs to manage a native NetSuite SuiteApp—no integrations or external systems to maintain. Ramp requires IT to manage and monitor the API integration with NetSuite, troubleshoot sync issues, and maintain two systems, increasing operational complexity. How do approval workflows and audit trails compare between Ramp and Charted? Charted executes approval workflows directly in NetSuite, using native data for routing and stores complete audit trails within NetSuite records. Approvers can approve via secure email without NetSuite licenses. Ramp runs approval workflows in its own platform, with audit data syncing back to NetSuite, and is optimized primarily for card spend and expenses rather than complex vendor invoices. How do vendor interactions work in Ramp vs Charted? Charted supports portal-free vendor onboarding and updates through secure, one-click forms that feed directly into NetSuite vendor records. All vendor data and compliance documentation remain in NetSuite. Ramp primarily focuses on employee and cardholder workflows, with vendor payments included as part of their broader spend management platform. What payment capabilities does each solution offer? Charted supports ACH, international ACH, SWIFT wires, and on-premise or outsourced check printing with bring-your-own-bank flexibility, while remaining payment-method agnostic. Ramp primarily offers corporate and virtual cards with bill pay that syncs to NetSuite and generates revenue from card processing fees. Is Charted a replacement for Ramp’s corporate card and employee expense capabilities? Charted is designed specifically for vendor invoice processing, AP approvals, accruals, and payments within NetSuite so it is not a replacement for Ramp’s corporate cards or employee expenses features. Many organizations use Charted for vendor AP while evaluating separate tools for employee spend if needed. How do implementation timelines and complexity compare? Charted implementations typically take 3–8 weeks because there is no integration to build, only NetSuite configuration and training. Ramp implementations generally take 11–22 weeks due to platform setup and NetSuite integration configuration. What kind of organizations typically choose Charted vs Ramp? Organizations choose Charted when they prioritize embedded finance via NetSuite-native AP, advanced invoice approvals, minimal IT overhead, and faster close cycles. Organizations choose Ramp when their primary focus is corporate cards, employee expense management, and spend analytics, and they are comfortable operating outside NetSuite. ## Ready to experience NetSuite-native AP automation? Charted delivers complete AP automation entirely within NetSuite—no integrations, no data synchronization, no switching between platforms. Finance teams gain efficiency, IT teams eliminate maintenance burden, and NetSuite remains your single source of truth. [Schedule a Personalized Demo](https://charted.com/get-started/) --- ### [Charted vs. BILL](https://charted.com/charted-vs-bill/) **Published:** February 20, 2026 **Author:** bb-admin **Content:** Charted vs. BILL # Charted keeps your data in NetSuite Complete AP automation entirely within NetSuite—no external systems, no data duplication, no vendor lock-in. Charted powers the full AP lifecycle directly inside NetSuite, from invoice capture through approvals, payments, and accruals. Everything happens where your financial data lives, maintaining NetSuite as your single source of truth without the sync failures and data ownership concerns that external platforms create. [Compare AP solutions with an expert](https://charted.com/get-started/) ## Why finance teams choose Charted over BILL ![](https://charted.com/wp-content/uploads/2025/12/solutions-overview_mockup-32x27.webp "solutions-overview_mockup - Charted") ###### NetSuite-native architecture eliminates sync failures Charted operates entirely within NetSuite with no external systems or data synchronization to maintain—eliminating the integration challenges, sync failures, month-end close delays, data consistency issues, and reporting gaps that BILL’s external platform creates. --- ###### Superior Invoice AI with license-free approval workflows Charted delivers superior Invoice processing accuracy with sophisticated approval workflows at usage-based pricing. BILL’s externally hosted invoice capture and approval routing can struggle with complex NetSuite scenarios and per-user pricing can escalate costs rapidly. --- ###### Complete data ownership without vendor lock-in Charted ensures you own your vendor data completely, with all information living in NetSuite under your control. BILL’s network model keeps vendor data in their system, creating data migration challenges when you want to leave. --- ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ## Where Charted excels NetSuite-native architecture eliminates integration complexity Charted provides embedded finance directly in NetSuite with no connectors, APIs, or sync jobs to maintain, keeping all AP activity real-time and minimizing IT risk. BILL relies on continuous synchronization with NetSuite, increasing system dependency and reconciliation work when sync failures occur. ![](https://charted.com/wp-content/uploads/2025/12/charted-vs-bill-01-32x27.webp "charted-vs-bill-01 - Charted") Invoice automation that understands your NetSuite account Charted Invoice AI runs natively inside NetSuite, so it learns your exact subsidiaries, departments, classes, custom segments, and vendor-specific GL rules over time. It can reliably populate and update native and custom fields on vendor bills using your NetSuite configuration as the source of truth—no external mapping layer or duplicated field model to maintain. ![](https://charted.com/wp-content/uploads/2025/09/Advanced-Invoice-Processing-Automation.svg "Advanced Invoice Processing Automation - Charted") Superior approval workflows and cost-effective scaling Charted uses NetSuite’s full data model to route invoices through multi-step, conditional and customizable approval workflows. Approvers interact through email without needing NetSuite licenses, keeping costs flat as approval participation expands. BILL’s workflow designer is more limited and requires per-user licensing for approvers. As organizations grow, approval costs grow with them. ![](https://charted.com/wp-content/uploads/2025/08/intelligent-approval-automation-32x29.webp "intelligent-approval-automation - Charted") Complete control over payments and fees Charted supports ACH, outsourced check printing at $1.50 per check, and international wires directly from NetSuite. Pricing is usage-based without per-transaction payment fees. BILL charges per-transaction fees across all payment types—ACH, checks, wires—and applies percentage-based expedited payment fees that can substantially increase total spend at scale. ![](https://charted.com/wp-content/uploads/2025/08/ach-Connect-32x27.webp "ach-Connect - Charted") Lower total cost of ownership than external AP platforms The NetSuite-native approach Charted employs removes the hidden costs that can come with running BILL alongside NetSuite, like integration maintenance, reconciliation work when syncs break, and extra time spent during audits to chase mismatched records. Some teams moving from integration-based AP tools have reported cutting days off of reconciliation efforts each month after consolidating everything in NetSuite. ![](https://charted.com/wp-content/uploads/2025/08/approvals-img1-1-32x27.webp "approvals-img1 - Charted") ## Customer success story ![](https://charted.com/wp-content/uploads/2025/08/petauri-logo-light-32x11.webp "petauri-logo-light - Charted") Petauri, a global pharmaceutical commercialization services platform, saves hours each week through accounts payable efficiency gains powered by Charted. [Read the Full Story](https://charted.com/case-study/petauri/) “The capabilities of Charted are very attractive. Once it connected with our respective bank accounts, our users and AP specialists would not have to leave the NetSuite interface to make payments, which was very valuable. For employees who are spending the majority of their time in NetSuite anyway, it’s more efficient to be able to mark something as paid in NetSuite and have that action actually trigger a payment to leave our bank account as opposed to having to do so in an online banking interface.” Alex Szigety VP of Finance ![](https://charted.com/wp-content/uploads/2025/09/Pillar-BioTech-Life-Sci-7@2x-32x32.webp "Pillar-BioTech-Life-Sci-7@2x - Charted") ## Frequently asked questions What is the main difference between Charted and BILL for NetSuite users? The main difference between Charted and BILL for NetSuite is that Charted runs entirely inside NetSuite as a native SuiteApp. BILL is an external platform that syncs data to and from NetSuite through APIs. How do daily workflows differ for AP teams when using Charted or BILL? Daily workflows differ between Charted and Bill. With Charted, AP teams operate entirely inside NetSuite. With BILL, teams switch between BILL for AP tasks and NetSuite for financial reporting. Where does AP data live in the Charted system vs BILL? Charted stores AP data in native NetSuite objects. BILL stores AP data in its external platform and syncs records back to NetSuite. What does IT need to manage when using Charted or BILL? Charted requires zero integration maintenance with NetSuite. BILL requires ongoing upkeep of its API, which can often lead to monitoring, troubleshooting, and reconciliation support. How do approval workflows and costs compare between Charted and BILL? Charted offers advanced approval routing without per-user license fees. BILL charges per approver on a monthly basis. How does Charted Invoice AI differ from BILL’s invoice capture? Charted Invoice AI runs directly inside your NetSuite account, so it works against your live segments, custom fields, and approval logic instead of a generic external model. That makes it easier to maintain accurate coding and keep vendor bills aligned with how your NetSuite environment is actually configured. What about vendor data ownership? Vendor data ownership is under your full control with Charted; Advanced Vendor Onboarding delivers your vendor’s info directly into NetSuite. How do payment processing costs compare between BILL and Charted? Charted payment processing costs come out lower than BILL for AP teams, with more competitive pricing for domestic payments (ACH and check payments) and meaningfully lower fees on cross‑border payments. What happens during month-end close for Charted users vs BILL users? With Charted, month-end close happens entirely inside NetSuite with real-time accuracy. With BILL, teams must verify data consistency between systems before closing. What reporting scenarios work better with Charted than with BILL? NetSuite-native Charted AP automation brings significant reporting advantages. One example is a vendor aging or spend-by-department report that needs to tie invoices and payments together by department, location, or class. Charted keeps those dimensions on native payment records, so the report works out of the box. BILL’s payments don’t support these classifications in NetSuite, which means finance teams must fix or recode payments before the report is usable. Does BILL’s newer NetSuite payments integration carry any limitations? BILL’s Intelligent Payment Automation brings approvals into the NetSuite UI, but the underlying payment records still do not support departments, locations, or classes. That means the integration improves workflow convenience, not the dimensional completeness of your NetSuite reporting. ## Ready to experience NetSuite-native AP automation? Charted delivers complete AP automation entirely within NetSuite—no integrations, no data synchronization, no switching between platforms. Finance teams gain efficiency, IT teams eliminate maintenance burden, and NetSuite remains your single source of truth. [Schedule a Personalized Demo](https://charted.com/get-started/) --- ### [Approval Automation](https://charted.com/ap-automation-suite/approval-automation/) **Published:** August 7, 2025 **Author:** bb-admin **Content:** [Charted AP Automation](https://charted.com/ap-automation-suite/) Approval Automation # Flexible approval workflows that scale beyond NetSuite licenses Build sophisticated approval workflows that work with any NetSuite record, no additional licenses required. Charted Approval Automation empowers every stakeholder to participate in financial decisions from anywhere while maintaining complete control and compliance inside NetSuite. [Request a Demo](https://charted.com/get-started/) ![](https://charted.com/wp-content/uploads/2025/08/approvals-hero-32x32.webp "approvals-hero - Charted") By the numbers ## Approval automation transforms finance operations $7,500+ Average savings on NetSuite licenses 75% Faster approval cycles 100% Audit trail compliance within NetSuite How it works ## Smart approval routing that adapts to your workflow [Request a Demo](https://charted.com/get-started/) Configure 01 **Approval matrices that make sense**. Create complex approval workflows in minutes without scripting or IT involvement. Route by amount, department, class, subsidiary, or any field combination. Configure approvals for vendor bills, [payment batches](https://charted.com/ap-automation-suite/payment-automation/), purchase orders, [accrual journal entries](https://charted.com/ap-automation-suite/expense-accrual-automation/), or any NetSuite transaction. The system adapts to your business logic, not the other way around. ![](https://charted.com/wp-content/uploads/2025/08/Configure-1-32x27.webp "Configure - Charted") Route 02 **Approve wherever you are, while the data stays where it is**. Approvers get full context via secure email including invoice details, attachments, and approval history. Approve or reject any transaction—from vendor bills and purchase orders to payment batches and journal entries—from any device while maintaining complete audit trails inside NetSuite, where they belong. ![](https://charted.com/wp-content/uploads/2025/08/Route-1-32x27.webp "Route - Charted") Scale 03 **Enterprise controls that adapt to growth**. Expand approval hierarchies, modify routing rules, and handle complex exceptions while maintaining bulletproof audit trails. Every workflow change is tracked, every approval decision is logged, and compliance documentation scales automatically with your business requirements. Built to evolve with your business, not constrain it. ![](https://charted.com/wp-content/uploads/2025/08/Scale-32x27.webp "Scale - Charted") ![](https://charted.com/wp-content/uploads/2025/08/Configure-1-32x27.webp "Configure - Charted") ![](https://charted.com/wp-content/uploads/2025/08/Route-1-32x27.webp "Route - Charted") ![](https://charted.com/wp-content/uploads/2025/08/Scale-32x27.webp "Scale - Charted") What’s included ## End-to-end approval automation, without the back-and-forth Universal approval workflows for any NetSuite record Charted handles any transaction type including vendor bills, purchase orders, payment batches, vendor records, accrual journal entries, purchase requisitions, and more. Purpose-built routing connects seamlessly across your entire financial automation suite, from invoice processing to payment execution. ![](https://charted.com/wp-content/uploads/2025/08/approvals-img2-1-32x27.webp "approvals-img2 - Charted") Email approvals that eliminate licensing headaches Stop paying thousands in annual NetSuite licensing costs for each occasional approver. Secure email workflows enable proper stakeholder involvement without NetSuite access requirements. More control, better segregation of duties, lower total cost of ownership. ![](https://charted.com/wp-content/uploads/2025/08/approvals-img1-1-32x27.webp "approvals-img1 - Charted") Confident controls with complete audit visibility Strengthen financial controls with comprehensive approval history, automated segregation of duties, and real-time compliance tracking. Every approval decision creates detailed audit trails within NetSuite records, including timestamps, approver actions, comments, and delegation activities. Audit-ready without anxiety, compliance without compromise. ![](https://charted.com/wp-content/uploads/2025/08/approvals-img22-32x27.webp "approvals-img22 - Charted") ## Customer success story ![](https://charted.com/wp-content/uploads/2025/08/wellframe_logo-light-32x10.webp "wellframe_logo-light - Charted") Wellframe, Inc. needed approval workflows that could scale without forcing them to buy expensive NetSuite licenses for every stakeholder. [Read the Full Story](https://charted.com/case-study/wellframe/) “The fact that we’re able to have them communicate within NetSuite through these email approvals regardless of if they have access to NetSuite – and still be able to have visibility into NetSuite – has been huge.” Ashley Rowe Finance and Accounting Manager, Wellframe, Inc ![](https://charted.com/wp-content/uploads/2025/09/Pillar-Software-Tech-2@2x.webp "Pillar-Software-Tech-2@2x - Charted") For your team ## Approval automation delivers value where it matters most From strategic cost control to daily operational efficiency, our solution empowers every role while eliminating the friction that slows finance down. CFO Transform approval bottlenecks into competitive advantages. Save up to $7,500+ annually on approver licenses while enabling broader stakeholder participation in financial decisions. Approval automation turns cost centers into strategic enablers with better controls, faster decisions, and predictable costs. [Learn More](https://charted.com/ap-automation-suite/cfo/) ![](https://charted.com/wp-content/uploads/2025/08/cfo-32x27.webp "cfo - Charted") Controller Maintain solid audit trails while accelerating approval cycles by 75%. Every decision is tracked in real-time within NetSuite, removing external systems and eradicating reconciliation headaches. From [vendor onboarding](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/) to [payment authorization](https://charted.com/ap-automation-suite/payment-automation/) to [month-end accruals](https://charted.com/ap-automation-suite/expense-accrual-automation/), financial teams are audit-ready without the anxiety. [Learn More](https://charted.com/ap-automation-suite/controllers/) ![](https://charted.com/wp-content/uploads/2025/08/controller-32x27.webp "controller - Charted") AP Professional Stop chasing approvals and start building strategic relationships. Automated routing and intelligent escalation eliminate follow-up calls while ensuring proper authorization across invoices, payments, and vendor records. More strategy, less system cleanup. [Learn More](https://charted.com/ap-automation-suite/ap-professional/) ![](https://charted.com/wp-content/uploads/2025/08/ap-professional-32x27.webp "ap-professional - Charted") CIO Deploy enterprise-grade approval workflows without enterprise complexity. Native NetSuite architecture means no integrations to manage, no security vulnerabilities to patch, and no performance impact on your environment. [Learn More](https://charted.com/ap-automation-suite/cio/) ![](https://charted.com/wp-content/uploads/2025/08/cio-32x27.webp "cio - Charted") NetSuite Admin Configure sophisticated workflows through intuitive interfaces with no scripting knowledge needed. Leverage existing NetSuite security models and user permissions while eliminating the maintenance burden of complex custom workflows. Built to adapt, designed to last. [Learn More](https://charted.com/ap-automation-suite/netsuite-admin/) ![](https://charted.com/wp-content/uploads/2025/08/netsuite-admin-32x27.webp "netsuite-admin - Charted") ![](https://charted.com/wp-content/uploads/2025/08/cfo-32x27.webp "cfo - Charted") ![](https://charted.com/wp-content/uploads/2025/08/controller-32x27.webp "controller - Charted") ![](https://charted.com/wp-content/uploads/2025/08/ap-professional-32x27.webp "ap-professional - Charted") ![](https://charted.com/wp-content/uploads/2025/08/cio-32x27.webp "cio - Charted") ![](https://charted.com/wp-content/uploads/2025/08/netsuite-admin-32x27.webp "netsuite-admin - Charted") ## Frequently asked questions How does the Charted AP invoice approval solution enhance or replace native NetSuite approval workflows? Charted completely transforms NetSuite’s approval capabilities by eliminating the need for expensive individual licenses for every approver while supporting any transaction type. Unlike add-on modules that use complex scripting and limit record types, Charted provides intuitive configuration for sophisticated approval matrices with complete email-based workflows and real-time audit trails. Can I create custom approval workflows based on vendor, department, or amount? Absolutely. Charted supports multi-dimensional approval routing based on any combination of criteria including vendor, department, class, subsidiary, amount thresholds, custom fields, or any NetSuite data point. Build complex approval matrices without scripting through our intuitive workflow editor that adapts to your business logic. Does the AP invoice approval software for NetSuite support multi-level and conditional approvals? Yes, Charted handles sophisticated multi-level approval chains with conditional routing. Configure sequential approvals, parallel approvals, or hybrid workflows based on transaction criteria. The system automatically routes to appropriate approval levels and handles exceptions intelligently while maintaining complete audit trails. Can approvers receive notifications by email? With Charted Approval Automation, approvers receive comprehensive email notifications with full transaction context, attachments, and one-click approve/reject functionality with no NetSuite login required. All approval actions are tracked in real-time within NetSuite. Is there a way to delegate or reassign approval tasks? Yes, Charted includes flexible delegation capabilities. Approvers can delegate responsibilities during travel or absences, administrators can reassign pending approvals, and the system supports automatic escalation for overdue requests. All delegation activities are logged with complete audit trails and approval history. Can I track invoice status and approval history in real time? Complete real-time visibility is built into every transaction. View detailed approval history directly on NetSuite records including timestamps, approver actions, comments, and delegation activities. Dashboard reporting provides system-wide approval status visibility, bottleneck identification, and performance analytics, all within your familiar NetSuite environment. ## Built to feel invisible. Designed to feel right. Our solutions follow your rhythm—reducing friction, instead of adding steps—so finance can focus on decisions, instead of detours. [Get Started](https://charted.com/get-started/) --- ### [Manufacturing](https://charted.com/services/manufacturing/) **Published:** August 8, 2025 **Author:** bb-admin **Content:** NetSuite Services for manufacturing & distribution # Modernize manufacturing and distribution with NetSuite The endless moving parts of modern manufacturing and distribution require a NetSuite setup that is agile, ready to scale, and built to last. Maximize ROI by streamlining production, inventory, and supply chain processes with [tailored solutions designed](https://charted.com/ap-automation-suite/manufacturing/) to support every stage of the manufacturing and distribution lifecycle. With deep industry knowledge and automation-first solutions, Charted helps clients boost efficiency, reduce costs, and turn data into action. [Let’s Talk](https://charted.com/get-started/) Our NetSuite expertise ## Manufacturing & distribution capabilities Production management Optimize and automate your entire manufacturing operations to ensure timely and cost-effective output, while reducing downtime, and aligning production with demand forecasts. ![](https://charted.com/wp-content/uploads/2025/08/pexels-kateryna-babaieva-1423213-2760241-1-1-32x32.webp "pexels-kateryna-babaieva-1423213-2760241 (1) 1 - Charted") Inventory & warehouse management All materials, finished goods, and inventory, across all locations, in one platform. Improve visibility with lot and serial tracking, bin management, and advanced warehouse operations. Automate reordering processes and reduce carrying costs. ![](https://charted.com/wp-content/uploads/2025/08/pexels-kateryna-babaieva-1423213-2760241-1-1-32x32.webp "pexels-kateryna-babaieva-1423213-2760241 (1) 1 - Charted") Supply chain management Charted enables proactive decision-making with real-time supply chain insights and exception alerts. Connect suppliers, logistics, and production into one unified view, improving demand planning, vendor management, and logistics. ![](https://charted.com/wp-content/uploads/2025/08/pexels-kateryna-babaieva-1423213-2760241-1-1-32x32.webp "pexels-kateryna-babaieva-1423213-2760241 (1) 1 - Charted") Order management Automate the order-to-cash process, from sales order entry to fulfillment and invoicing. Ensure accurate pricing, inventory allocation, and customer satisfaction. ![](https://charted.com/wp-content/uploads/2025/08/pexels-kateryna-babaieva-1423213-2760241-1-1-32x32.webp "pexels-kateryna-babaieva-1423213-2760241 (1) 1 - Charted") Financial management Centralize financial operations into a single NetSuite environment. Supporting domestic-only operations and global manufacturers with the complexities of multi-entity, multi-currency, and various locations, no matter where your team works. ![](https://charted.com/wp-content/uploads/2025/08/pexels-kateryna-babaieva-1423213-2760241-1-1-32x32.webp "pexels-kateryna-babaieva-1423213-2760241 (1) 1 - Charted") Quality control & compliance Ensure product quality and regulatory compliance with built-in QC workflows, lot tracking, inspections, and audit-ready documentation, all tailored to your industry standards. ![](https://charted.com/wp-content/uploads/2025/08/pexels-kateryna-babaieva-1423213-2760241-1-1-32x32.webp "pexels-kateryna-babaieva-1423213-2760241 (1) 1 - Charted") ![](https://charted.com/wp-content/uploads/2025/08/pexels-kateryna-babaieva-1423213-2760241-1-1-32x32.webp "pexels-kateryna-babaieva-1423213-2760241 (1) 1 - Charted") ![](https://charted.com/wp-content/uploads/2025/08/pexels-kateryna-babaieva-1423213-2760241-1-1-32x32.webp "pexels-kateryna-babaieva-1423213-2760241 (1) 1 - Charted") ![](https://charted.com/wp-content/uploads/2025/08/pexels-kateryna-babaieva-1423213-2760241-1-1-32x32.webp "pexels-kateryna-babaieva-1423213-2760241 (1) 1 - Charted") ![](https://charted.com/wp-content/uploads/2025/08/pexels-kateryna-babaieva-1423213-2760241-1-1-32x32.webp "pexels-kateryna-babaieva-1423213-2760241 (1) 1 - Charted") ![](https://charted.com/wp-content/uploads/2025/08/pexels-kateryna-babaieva-1423213-2760241-1-1-32x32.webp "pexels-kateryna-babaieva-1423213-2760241 (1) 1 - Charted") ![](https://charted.com/wp-content/uploads/2025/08/pexels-kateryna-babaieva-1423213-2760241-1-1-32x32.webp "pexels-kateryna-babaieva-1423213-2760241 (1) 1 - Charted") Manufacturing expertise and success With proven experience deploying NetSuite Services for manufacturing, we help finance and ops leaders unlock real-time visibility, streamline production, and setup financials for operational leaders. Results that scale Charted configures NetSuite to support growth with flexible, frictionless architecture. Scaling from prototype, full production, or global expansion, your ERP is ready for what’s next. NetSuite certifications & expertise Ensure you’re maximizing your investment in NetSuite by leveraging Charted expertise. Our consultants are certified NetSuite professionals who know the system, and the needs of the people using it. ## Customer success story ![](https://charted.com/wp-content/uploads/2025/08/matter-logo-dark-32x7.webp "matter-logo-dark - Charted") A personalized business and NetSuite assessment drove Charted to recommend process improvements, integrations, customizations, and data migration. Matter Surfaces was empowered to make informed decisions to maximize NetSuite ROI and minimize disruption. [Read the Full Story](https://charted.com/case-study/matter-surfaces/) “NetSuite highlights where mistakes are happening in real time. With transparent data, we’re able to pivot much more quickly so we can catch errors before they spiral into real problems. The system is having a very positive impact on the business.” Lynn Druan Chief Financial Officer, Matter Surfaces ![](https://charted.com/wp-content/uploads/2025/08/Bolon_Botanic_Level3_01-1-32x32.webp "Bolon_Botanic_Level3_01 1 - Charted") ## Smarter manufacturing starts with tools that work as hard as you do From the shop floor to the boardroom, Charted helps manufacturers streamline operations and scale with confidence. [Get in Touch](https://charted.com/get-started/) --- ### [Software & Technology](https://charted.com/services/software-and-technology-businesses/) **Published:** August 8, 2025 **Author:** bb-admin **Content:** NetSuite Services for software & technology # Smarter NetSuite solutions for software and technology companies Fast-growing software and technology firms need software designed for growth. Charted brings deep NetSuite understanding—streamlining financial operations, automating processes, and scaling efficiently with our comprehensive suite of tools. From SaaS revenue recognition to global consolidation to the unique challenges of growing at scale, [we deliver solutions ](https://charted.com/ap-automation-suite/software-technology/)that match the pace of innovation. [Let’s Talk](https://charted.com/get-started/) Our NetSuite expertise ## Software & technology capabilities Order-to-Cash (O2C) Automate the entire quote-to-cash process and ensure a seamless hand-off between sales and finance with complete NetSuite integrations. ![](https://charted.com/wp-content/uploads/2025/08/pexels-anastasia-shuraeva-7279327-32x32.webp "pexels-anastasia-shuraeva-7279327 - Charted") Revenue recognition Eliminate manual revenue recognition processes and comply with ASC 606 standards. Manage deferred revenue and contract obligations, all within NetSuite. ![](https://charted.com/wp-content/uploads/2025/08/pexels-anastasia-shuraeva-7279327-32x32.webp "pexels-anastasia-shuraeva-7279327 - Charted") Subscription billing & contract management Streamline contract models and complex billing processes, like recurring billing or volume-based, all while managing changes deftly, directly within NetSuite. ![](https://charted.com/wp-content/uploads/2025/08/pexels-anastasia-shuraeva-7279327-32x32.webp "pexels-anastasia-shuraeva-7279327 - Charted") SuiteProjects Improve visibility and modernize your services operations. Leverage NetSuite to automate key business processes with time and expense tracking, resource management, project management, and invoicing. ![](https://charted.com/wp-content/uploads/2025/08/pexels-anastasia-shuraeva-7279327-32x32.webp "pexels-anastasia-shuraeva-7279327 - Charted") Procure-to-Pay (P2P) Streamline procurement, vendor management, and expense tracking, while supporting operational efficiency and cost control for companies as they scale. ![](https://charted.com/wp-content/uploads/2025/08/pexels-anastasia-shuraeva-7279327-32x32.webp "pexels-anastasia-shuraeva-7279327 - Charted") Financial management & OneWorld Centralize financial operations into a single NetSuite environment with financial consolidations and reporting you can trust. Leverage Charted best practices to reduce manual tasks and make faster decisions. ![](https://charted.com/wp-content/uploads/2025/08/pexels-anastasia-shuraeva-7279327-32x32.webp "pexels-anastasia-shuraeva-7279327 - Charted") ![](https://charted.com/wp-content/uploads/2025/08/pexels-anastasia-shuraeva-7279327-32x32.webp "pexels-anastasia-shuraeva-7279327 - Charted") ![](https://charted.com/wp-content/uploads/2025/08/pexels-anastasia-shuraeva-7279327-32x32.webp "pexels-anastasia-shuraeva-7279327 - Charted") ![](https://charted.com/wp-content/uploads/2025/08/pexels-anastasia-shuraeva-7279327-32x32.webp "pexels-anastasia-shuraeva-7279327 - Charted") ![](https://charted.com/wp-content/uploads/2025/08/pexels-anastasia-shuraeva-7279327-32x32.webp "pexels-anastasia-shuraeva-7279327 - Charted") ![](https://charted.com/wp-content/uploads/2025/08/pexels-anastasia-shuraeva-7279327-32x32.webp "pexels-anastasia-shuraeva-7279327 - Charted") ![](https://charted.com/wp-content/uploads/2025/08/pexels-anastasia-shuraeva-7279327-32x32.webp "pexels-anastasia-shuraeva-7279327 - Charted") Software & technology industry experience Charted bridges the gap between deep NetSuite expertise and a fundamental understanding of what it means to be a growing technology company. NetSuite certifications & expertise Ensure you’re maximizing your investment in NetSuite by leveraging Charted expertise. Our consultants are certified NetSuite professionals who know the system, and the needs of the people using it. Future-proof your business Growing companies need a strong financial foundation to support their current needs and plan for their future state. Charted knows how to set up your NetSuite environment with solutions that can scale alongside your business. ## Customer success story ![](https://charted.com/wp-content/uploads/2025/08/syndigo_logo-dark-32x6.webp "syndigo_logo-dark - Charted") Charted supported Syndigo’s merger and acquisition strategy by consolidating six acquired companies into their NetSuite environment, helping expand their global footprint. [Read the Full Story](https://charted.com/case-study/syndigo/) “The Charted team helped us problem solve through many different considerations prior to bringing it all together in one system. They really worked with us to understand our current NetSuite environment and how the acquired data would contribute to our overall business processes.” Sagit Halpern Chief Financial Officer, Syndigo ![](https://charted.com/wp-content/uploads/2025/08/pexels-vlada-karpovich-7433935-1-32x32.webp "pexels-vlada-karpovich-7433935 1 - Charted") ## Charted is trusted by finance and IT teams to get NetSuite right For organizations looking for expertise that understands more than just software, speak with one of our consultants about your next NetSuite project. [Get in Touch](https://charted.com/get-started/) --- ### [Biotech & Life Sciences](https://charted.com/services/biotech-and-life-sciences/) **Published:** July 23, 2025 **Author:** bb-admin **Content:** NetSuite Services for biotech & life sciences # NetSuite experts with deep biotech and life sciences experience Streamline operations and accelerate growth with a NetSuite ecosystem designed with the unique needs of biotech and life sciences in mind. Complex financials, grant tracking, inventory, procurement, manufacturing, and strict regulatory and compliance all need to be tracked with data you can trust. [Charted delivers tailored solutions](https://charted.com/ap-automation-suite/biotech-life-sciences/) for innovation-driven organizations, built on deep technical knowledge and agile methodology. From configuration to compliance, our team knows how to get the most out your ERP. [Let’s Talk](https://charted.com/get-started/) Charted NetSuite expertise ## Biotech and life sciences capabilities Financial management & automation Automate key business processes with NetSuite’s robust financial management capabilities including core GL, AP/AR, and financial reporting. Support complex multi-entity and multi-currency operations while tracking grants and alternate funding sources. ![](https://charted.com/wp-content/uploads/2025/07/Reporting-by-Trial-or-Product-32x32.webp "Reporting by Trial or Product - Charted") Procure-to-Pay (P2P) Streamline procurement, from requisition to vendor payments, while ensuring compliance and efficiency through automated approvals, vendor management, and spend control. ![](https://charted.com/wp-content/uploads/2025/07/Reporting-by-Trial-or-Product-32x32.webp "Reporting by Trial or Product - Charted") Order-to-Cash (O2C) Manage the entire sales process from order entry and invoicing to revenue recognition. Ensure accurate billing and compliance with revenue standards like ASC 606. ![](https://charted.com/wp-content/uploads/2025/07/Reporting-by-Trial-or-Product-32x32.webp "Reporting by Trial or Product - Charted") Inventory & lab supply management Manage inventory across multiple locations with support for lot and serial tracking. Handle logistics, tracking, essential lab materials for research operations, and integrate to key lab management systems. ![](https://charted.com/wp-content/uploads/2025/07/Reporting-by-Trial-or-Product-32x32.webp "Reporting by Trial or Product - Charted") Project & trial management Improve visibility into your clinical trials with the Charted NetSuite clinical trial solution or integrate seamlessly with your preferred third-party applications. Manage budgets, spending, and ensure real-time tracking of key data, all in one place. ![](https://charted.com/wp-content/uploads/2025/07/Reporting-by-Trial-or-Product-32x32.webp "Reporting by Trial or Product - Charted") Supply chain & commercialization Go from R&D to market with complete control over complex biotech supply chains with NetSuite. Whether sourcing, production, and distribution or handling demand planning, logistics coordination, and regulatory and quality compliance, Charted designs your NetSuite environment for growth. ![](https://charted.com/wp-content/uploads/2025/07/Reporting-by-Trial-or-Product-32x32.webp "Reporting by Trial or Product - Charted") ![](https://charted.com/wp-content/uploads/2025/07/Reporting-by-Trial-or-Product-32x32.webp "Reporting by Trial or Product - Charted") ![](https://charted.com/wp-content/uploads/2025/07/Reporting-by-Trial-or-Product-32x32.webp "Reporting by Trial or Product - Charted") ![](https://charted.com/wp-content/uploads/2025/07/Reporting-by-Trial-or-Product-32x32.webp "Reporting by Trial or Product - Charted") ![](https://charted.com/wp-content/uploads/2025/07/Reporting-by-Trial-or-Product-32x32.webp "Reporting by Trial or Product - Charted") ![](https://charted.com/wp-content/uploads/2025/07/Reporting-by-Trial-or-Product-32x32.webp "Reporting by Trial or Product - Charted") ![](https://charted.com/wp-content/uploads/2025/07/Reporting-by-Trial-or-Product-32x32.webp "Reporting by Trial or Product - Charted") Biotech industry consulting experience From pre-revenue to fully commercial, the Charted team understands the specific needs of biotech and life sciences organizations and how to implement NetSuite for all your needs. NetSuite certifications & processes Our consultants have deep biotech industry experience and are certified NetSuite professionals. We know the system, and the needs of the people using it. NetSuite biotech solutions Leverage solutions designed for the specific needs of biotech and life science companies, designed to streamline finance and operations directly in NetSuite. ## Biotech and life science solutions, born from consulting roots Leverage pre-built NetSuite solutions designed specifically for biotech and life sciences companies to manage reporting and clinical trials. Sunshine Act report Ensure transparency and regulatory compliance --- R&D expense tracking Optimize budget allocation and improve project efficiency --- Contract management and financials Seamlessly manage contracts and transactions --- Regulatory and compliance tools Navigate regulatory complexities and maintain a comprehensive audit trail --- Clinical trials reporting Maintain accuracy and compliance in trial data reporting --- Prendio integration Enhance procurement and sync operations with ease --- Board reporting package Enable data-driven decisions with ready-to-deliver board reports --- Grant and funding management Streamline administration with robust tracking and reporting --- Clinical trial revenue recognition Flexible % complete management for revenue accuracy --- Project/trial P&L management Get visibility into trial profitability and spend --- Pre-Built chart of accounts Tailored to biotech and life sciences --- Approval workflows Reduce administrative burden with automated approvals --- ## Customer success story ![](https://charted.com/wp-content/uploads/2025/08/orchard-therapeutics-logo-dark.svg "orchard-therapeutics-logo-dark - Charted") Orchard Therapeutics sought a knowledgeable partner to guide them through an active NetSuite implementation as swiftly and as seamlessly as possible. [Read the Full Story](https://charted.com/case-study/orchard-therapeutics/) “Once it became clear that our implementation needed outside support, we selected Charted because they demonstrated they understood our situation and had been there before with clients.” Kris Ward Director of Procurement, Orchard Therapeutics ![](https://charted.com/wp-content/uploads/2025/07/ultimate-cloud-erp-28x32.webp "ultimate-cloud-erp - Charted") ## Your biotech firm deserves innovation without interruption For organizations looking for expertise that understands more than just software, speak with one of our consultants about your next NetSuite project. [Request a Consultation](https://charted.com/get-started/) --- ### [Get Started - Thank You](https://charted.com/get-started-thank-you/) **Published:** June 4, 2026 **Author:** Anna Wright **Content:** Charted AP Automation Request confirmed # You’re all set. The Charted team will reach out **within one business day** to schedule your discovery call. You do not need to prepare anything in advance. The call is built around your setup, not ours. No commitment. No pressure on the call. Ask any questions before deciding anything. What happens next # Here’s how we work with our customers. Every conversation is built around your specific NetSuite setup. 01 **Before the demo, you’ll see the value.** We’ll discuss the barriers your team faces. We start with your setup: invoice volume, vendor intake, number of entities, and your current approval chain. From there, we’ll work through where the friction is today: manual coding, approval chasing, sync failures, or a month-end close that takes longer than it should. You’ll leave the call with a clear picture of whether Charted is right for your team. 02 **If there’s a fit, you’ll see Charted in your environment.** Once we understand your needs we can share an overview of how Charted uniquely solves those challenges. Using your actual invoices and everything from our first conversation, you’ll get a live session inside NetSuite configured to your setup. You’ll see your approval workflows, your entity structure, and the full cycle from invoice capture to payment. Exactly as it would work for your team. **Measured across our customer base** The results finance teams are seeing 80% Reduction in vendor setup time Customer average · Published 95% Improvement in invoice accuracy Customer average · Published 75% Faster approval cycle times Customer average · Published Trusted by operations teams at leading organizations ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") **Real complexity. Verified results.** East West Partners **didn’t scale down their operation to fit a tool.** Here’s what running Charted across 120+ legal entities actually looked like. East West Partners reduced invoice processing time by 70%. Over 500 invoices per month, across **120+ legal entities.** All of it running through Charted inside NetSuite. A real estate development firm with complex multi-entity AP. One NetSuite environment. No added headcount. Full workflow automation from invoice receipt to booked bill, inside the system they already use. – **70%** invoice processing time [Read the case study](https://charted.com/case-study/east-west-partners/) Charted AP Automation **In their own words** # Finance teams running Charted tell it better than we can. > > Charted is saving 20 hours a month. The fact that I’m not losing invoices is huge. > > > > Donnette MalakowskiCorporate Controller, IpA > > [Read story](https://charted.com/case-study/ipa/) > > > > > > > > > From day one, I was able to take on more work because the approval process was automated. > > > > Christine LegalStaff Accountant, Ultivue > > [Read story](https://charted.com/case-study/ultivue/) --- ### [Get Started](https://charted.com/get-started/) **Published:** July 31, 2025 **Author:** bb-admin **Content:** Request a demo # Growing invoice volume. Same AP team. There’s a better answer than another hire. Your AP team handles the same manual work every month. Vendor onboarding. Invoice entry. Approval chasing. Payments across platforms. Charted automates all of it inside NetSuite: invoice receipt to booked bill, without adding headcount. Your team handles exceptions. Charted handles the rest. - Invoices captured, coded, and matched automatically. Your team reviews exceptions, not every bill. - Approvals route and close without email chains. Every decision happens inside NetSuite. - Payments processed end to end without leaving your suite. ACH, check, and international. - Month-end close in hours, not days. Every transaction already reconciled as it’s approved. In their own words You’ve seen what Charted is built to do. These are the teams who can tell you whether it delivered. > > I have been doing accounting for over 6 years and Charted AP Automation has been by far one of the most user friendly system. The support team feels like real humans who care and are extremely helpful and easy to get ahold of. > > > > > > > > Accounts Payable Team Lead > > [Read More 5-star Reviews](https://www.suiteapp.com/Charted-AP-Automation) **Measured across our customer base** The results finance teams are seeing 80% Reduction in vendor setup time Customer average · Published 95% Improvement in invoice accuracy Customer average · Published 75% Faster approval cycle times Customer average · Published Trusted by operations teams at leading organizations ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") Real complexity. Verified results. East West Partners didn’t scale down their operation to fit a tool. Here’s what running Charted across 120+ legal entities actually looked like. East West Partners reduced invoice processing time by 70%. Over 500 invoices per month, across 120+ legal entities. All of it running through Charted inside NetSuite. A real estate development firm with complex multi-entity AP. One NetSuite environment. No added headcount. Full workflow automation from invoice receipt to booked bill, inside the system they already use. – **70%** invoice processing time [Read the case study](https://charted.com/case-study/east-west-partners/) What happens next # Here’s how we work with our customers. Every conversation is built around your specific NetSuite setup. 01 **Before the demo, you’ll see the value.** We’ll discuss the barriers your team faces. We start with your setup: invoice volume, vendor intake, number of entities, and your current approval chain. From there, we’ll work through where the friction is today: manual coding, approval chasing, sync failures, or a month-end close that takes longer than it should. You’ll leave the call with a clear picture of whether Charted is right for your team. 02 **If there’s a fit, you’ll see Charted in your environment.** Once we understand your needs we can share an overview of how Charted uniquely solves those challenges. Using your actual invoices and everything from our first conversation, you’ll get a live session inside NetSuite configured to your setup. You’ll see your approval workflows, your entity structure, and the full cycle from invoice capture to payment. Exactly as it would work for your team. --- ### [NetSuite Intercompany Optimization Offering ](https://charted.com/services/netsuite-intercompany-optimization-offering/) **Published:** April 15, 2026 **Author:** Kim Wright **Content:** NetSuite Intercompany Optimization Offering # Gain clarity into intercompany complexity As organizations scale, intercompany accounting becomes more complex. Multiple subsidiaries, currencies, and transaction types often lead to manual workarounds, reconciliation issues, and delayed close. NetSuite Intercompany Optimization is a structured assessment and optimization offering designed to ensure your organization is using NetSuite to automate key processes. [Let’s Talk](https://charted.com/get-started/) ![Diagram listing key consolidation steps (subsidiary structure, entity configuration, intercompany transactions, exchange rate setup, revaluations, account design, eliminations) feeding into a document icon on the right.](https://charted.com/wp-content/uploads/2026/04/Charted-ListGraphic-26-04-32x26.webp "Charted-ListGraphic-26-04 - Charted") Trusted by leading organizations including: ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") How it works ## Optimize NetSuite to support intercompany automation Who is this for? This offering is ideal for organizations who: - Operate Multiple subsidiaries or legal entities in NetSuite - Are live on NetSuite - Rely on manual intercompany journal entries or spreadsheets - Experience out-of-balance intercompany AR/AP or elimination issues - Want faster, more predictable month-end closes ![](https://charted.com/wp-content/uploads/2025/10/Presenter-standing-and-speaking-to-a-small-group-in-a-casual-office-meeting-32x32.webp "Presenter standing and speaking to a small group in a casual office meeting - Charted") Why this matters? - Intercompany accounting should not rely on heroics or gatekept knowledge - When NetSuite intercompany functionality is designed correctly, finance teams gain control, consistency, and confidence as the organization continues to scale ![](https://charted.com/wp-content/uploads/2025/10/Presenter-standing-and-speaking-to-a-small-group-in-a-casual-office-meeting-32x32.webp "Presenter standing and speaking to a small group in a casual office meeting - Charted") Phase 1: Intercompany assessment We evaluate your current intercompany setup and processes, including: - Subsidiary and elimination company structure - Representing entity configurationIntercompany transaction flows and sources - Consolidated exchange rate setup - Intercompany account design and usage - AR/AP vs. non-AR/AP accounts - Currency handling and revaluation status ![](https://charted.com/wp-content/uploads/2025/10/Presenter-standing-and-speaking-to-a-small-group-in-a-casual-office-meeting-32x32.webp "Presenter standing and speaking to a small group in a casual office meeting - Charted") Phase 2: Implementation & optimization Based on the assessment, we implement agreed-upon recommendations, which may include: - Enabling and configuring the NetSuite intercompany framework - Establishing representing entities - Creating proper intercompany AR and AP accounts - Migrating balances and correcting account usage - Resolving out-of-balance intercompany items - Configuring revaluation, netting, and eliminations - Developing a standardized intercompany SOP - Supporting one full month-end close using the optimized setup ![](https://charted.com/wp-content/uploads/2025/10/Presenter-standing-and-speaking-to-a-small-group-in-a-casual-office-meeting-32x32.webp "Presenter standing and speaking to a small group in a casual office meeting - Charted") Outcomes After the engagement, clients typically achieve: - Reduced manual intercompany journal entries - Balanced intercompany AR/AP by design - Automated revaluation, netting, and eliminations - Faster, more predictable month-end close - Improved audit readiness and confidence in consolidated results - Fully aligned team using an optimized NetSuite instance to produce an accurate and up-to-date month-end close with tracked audit and clear automation ![](https://charted.com/wp-content/uploads/2025/10/Presenter-standing-and-speaking-to-a-small-group-in-a-casual-office-meeting-32x32.webp "Presenter standing and speaking to a small group in a casual office meeting - Charted") ![](https://charted.com/wp-content/uploads/2025/10/Presenter-standing-and-speaking-to-a-small-group-in-a-casual-office-meeting-32x32.webp "Presenter standing and speaking to a small group in a casual office meeting - Charted") ![](https://charted.com/wp-content/uploads/2025/10/Presenter-standing-and-speaking-to-a-small-group-in-a-casual-office-meeting-32x32.webp "Presenter standing and speaking to a small group in a casual office meeting - Charted") ![](https://charted.com/wp-content/uploads/2025/10/Presenter-standing-and-speaking-to-a-small-group-in-a-casual-office-meeting-32x32.webp "Presenter standing and speaking to a small group in a casual office meeting - Charted") ![](https://charted.com/wp-content/uploads/2025/10/Presenter-standing-and-speaking-to-a-small-group-in-a-casual-office-meeting-32x32.webp "Presenter standing and speaking to a small group in a casual office meeting - Charted") ![](https://charted.com/wp-content/uploads/2025/10/Presenter-standing-and-speaking-to-a-small-group-in-a-casual-office-meeting-32x32.webp "Presenter standing and speaking to a small group in a casual office meeting - Charted") ## Customer success story ![](https://charted.com/wp-content/uploads/2025/08/service-compression_logo-light-32x10.webp "service-compression_logo-light - Charted") Charted partnered with Service Compression, a rental compression company, to provide NetSuite support, resulting in significant efficiency gains and growth. [Read the Full Story](https://charted.com/case-study/service-compression/) “Transitioning to NetSuite from our previous manual ERP process was a wonderful change, especially the consolidated financials. From the growth that we’ve had, NetSuite has been able to adapt to anything we’ve thrown at it.” Doug Sneed NetSuite Administrator ![](https://charted.com/wp-content/uploads/2025/08/pexels-art-by-andia-1063290491-20545575-1-32x32.webp "pexels-art-by-andia-1063290491-20545575 1 - Charted") ## Frequently asked questions Who is the NetSuite Intercompany Optimization designed for? The Intercompany Optimization is ideal for organizations that operate multiple subsidiaries or legal entities in NetSuite, are already live on the platform, and are struggling with manual intercompany journal entries, out-of-balance AR/AP, or slow month-end closes. What does the Intercompany Optimization assessment phase include? Phase 1 of a Charted Intercompany Optimization for NetSuite involves a comprehensive review of your current intercompany setup. This covers subsidiary structure, representing entity configuration, transaction flows, exchange rate setup, account design, and elimination entries. You’ll receive a recommendation document outlining gaps, risks, and prioritized improvements. What happens after the Intercompany Optimization assessment? In Phase 2 of the Intercompany Optimization, Charted implements the agreed-upon recommendations. This can include configuring the NetSuite intercompany framework, creating proper AR/AP accounts, resolving out-of-balance items, setting up revaluation and eliminations, and supporting your team through one full month-end close using the optimized setup. Do we need to be a new NetSuite customer to use the Intercompany Optimization process? No. This offering is specifically built for organizations that are already live on NetSuite and want to improve how they’re using it, not companies starting from scratch. What outcomes can we expect after doing an Intercompany Optimization? After engaging an Intercompany Optimization assessment, clients typically see fewer manual journal entries, balanced intercompany AR/AP, automated eliminations and revaluations, faster month-end closes, and stronger audit readiness. These processes are all supported by a standardized intercompany SOP your whole team can follow. ## Charted is trusted by finance and IT teams to get NetSuite right For organizations looking for expertise that understands more than just software, speak with one of our consultants about your next NetSuite project. [Get in Touch](https://charted.com/get-started/) --- ### [Netgain Services](https://charted.com/services/netgain-services/) **Published:** April 15, 2026 **Author:** Kim Wright **Content:** Implement Netgain # Your Netgain implementation consultant Charted is your certified implementation partner for Netgain’s full suite of accounting automation products: NetLease, NetAsset, NetClose, NetCash, NetLoan, and SuperSync. All natively built for NetSuite. ![](https://charted.com/wp-content/uploads/2026/04/netgain-logo-rgb-full-pos-2-32x7.webp "netgain-logo-rgb-full-pos - Charted") [Get in Touch](https://charted.com/get-started/) ![](https://charted.com/wp-content/uploads/2025/07/netsuite-optimizations-32x29.webp "netsuite-optimizations - Charted") Trusted by leading organizations including: ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ## Why Charted for Netgain Charted combines deep NetSuite expertise with specialized knowledge of [Netgain’s](https://www.netgain.tech/) accounting automation suite. Whether you implement Netgain’s full ecosystem or just one product, our team of certified consultants and accountants ensures your implementation is accurate, compliant, and built for scale. Certified partners Official Netgain implementation partners with proven deployment methodology Accounting expertise CPAs and accounting professionals who understand the standards behind the software End-to-end support From scoping and configuration to go-live and ongoing optimization ## Netgain products we implement ##### NetLease Automate lease calculations, amortization schedules, right-of-use asset tracking, and disclosure generation—all natively within NetSuite. Eliminate spreadsheet risk and achieve full compliance. - Lease lifecycle management - Automated journal entries - Audit-ready disclosures - Multi-currency & multi-entity support [](https://charted.com/get-started/) ##### NetAsset Manage and depreciate fixed assets across entities with automated schedules, tax depreciation, and full audit trails—without ever leaving NetSuite. - Automated depreciation - Asset acquisition to disposal - Tax & book depreciation - Pre-built accounting reports [](https://charted.com/get-started/) ##### NetClose Streamline your financial close with task management, reconciliations, and real-time visibility—all embedded within your NetSuite instance. - Task tracking & workflow - Account reconciliations - Real-time close dashboards - Audit-ready documentation [](https://charted.com/get-started/) ##### NetCash Automate transaction-matching and journal creation directly in NetSuite. Reconcile daily with confidence and eliminate inefficient processes. - Automate transaction matching - Journal entry automation - Reduce reconciliation errors - Daily reconciliation cadence ##### NetLoan Simplify principal and interest accounting for loans and debt instruments, with automated amortization schedules built for compliance and audit readiness. - Loan amortization automation - Principal & inteest tracking - Embedded within NetSuite - Audit-ready reporting [](https://charted.com/get-started/) ##### SuperSync Connect NetSuite to eCommerce, 3PL, CRM, and other platforms with reliable, pre-built integrations that keep data flowing and teams focused. - eCommerce integrations - 3PL & logistics sync - CRM data connectors - Real-time data flow [](https://charted.com/get-started/) Charted implementation success ## A proven track record 2000+ businesses served by Netgain 100% embedded NetSuite integrations 6 Netgain products implemented Charted Implementation # Our implementation approach Discovery & scoping Charted assesses your current processes, accounting requirements, and system environment to define the right Netgain product mix and project scope. ![workers sitting around a conference table with charts](https://charted.com/wp-content/uploads/2025/09/Topic-Expense-Accruals-edit-1@2x-32x32.webp "Topic-Expense-Accruals-edit-1@2x - Charted") Configuration & setup Charted consultants configure each Netgain module to your chart of accounts, lease portfolio, asset classes, and workflows — with compliance standards baked in from day one. ![workers sitting around a conference table with charts](https://charted.com/wp-content/uploads/2025/09/Topic-Expense-Accruals-edit-1@2x-32x32.webp "Topic-Expense-Accruals-edit-1@2x - Charted") Testing & validation Rigorous UAT across all configured modules ensures journal entries, disclosures, and reports match your accounting team’s expectations before go-live. ![Group at a table discussing financial reporting](https://charted.com/wp-content/uploads/2025/09/Topic-Expense-Accruals-edit-1@2x-1-32x32.webp "Topic-Expense-Accruals-edit-1@2x - Charted") Data migration Charted handles the migration of existing lease schedules, asset registers, and loan data into Netgain, ensuring accuracy, completeness, and audit readiness. ![Group at a table discussing financial reporting](https://charted.com/wp-content/uploads/2025/09/Topic-Expense-Accruals-edit-1@2x-1-32x32.webp "Topic-Expense-Accruals-edit-1@2x - Charted") Training & go live We train your team on day-to-day workflows and best practices, then support a smooth go-live with hypercare coverage. ![workers sitting around a conference table with charts](https://charted.com/wp-content/uploads/2025/09/Topic-Expense-Accruals-edit-1@2x-32x32.webp "Topic-Expense-Accruals-edit-1@2x - Charted") Ongoing optimization Post-launch, Charted remains your partner for new modules, standard updates (ASC 842, IFRS 16), and process improvements as your business scales. ![Group at a table discussing financial reporting](https://charted.com/wp-content/uploads/2025/09/Topic-Expense-Accruals-edit-1@2x-1-32x32.webp "Topic-Expense-Accruals-edit-1@2x - Charted") ![workers sitting around a conference table with charts](https://charted.com/wp-content/uploads/2025/09/Topic-Expense-Accruals-edit-1@2x-32x32.webp "Topic-Expense-Accruals-edit-1@2x - Charted") ![workers sitting around a conference table with charts](https://charted.com/wp-content/uploads/2025/09/Topic-Expense-Accruals-edit-1@2x-32x32.webp "Topic-Expense-Accruals-edit-1@2x - Charted") ![Group at a table discussing financial reporting](https://charted.com/wp-content/uploads/2025/09/Topic-Expense-Accruals-edit-1@2x-1-32x32.webp "Topic-Expense-Accruals-edit-1@2x - Charted") ![Group at a table discussing financial reporting](https://charted.com/wp-content/uploads/2025/09/Topic-Expense-Accruals-edit-1@2x-1-32x32.webp "Topic-Expense-Accruals-edit-1@2x - Charted") ![workers sitting around a conference table with charts](https://charted.com/wp-content/uploads/2025/09/Topic-Expense-Accruals-edit-1@2x-32x32.webp "Topic-Expense-Accruals-edit-1@2x - Charted") ![Group at a table discussing financial reporting](https://charted.com/wp-content/uploads/2025/09/Topic-Expense-Accruals-edit-1@2x-1-32x32.webp "Topic-Expense-Accruals-edit-1@2x - Charted") ## Related NetSuite Services Explore more ways Charted can help optimize your NetSuite environment and accounting operations. NetSuite Implementation Core NetSuite ERP implementations tailored to your industry and operational complexity NetSuite Optimization Improve performance, add automations, and unlock advanced capabilities in your existing NetSuite instance Managed Services Ongoing NetSuite administration, support, and continuous improvement for growing organizations. ## Frequently asked questions What Netgain products does Charted implement? Charted implements the full [Netgain](https://www.netgain.tech/) suite: NetLease, NetAsset, NetClose, NetCash, NetLoan, and SuperSync—all natively within NetSuite. Do we need to already be on NetSuite to use Netgain? Yes. Netgain’s products are built exclusively for NetSuite. If you are not yet on NetSuite, Charted can help with both the NetSuite and [Netgain](https://www.netgain.tech/) implementations together. How long does a typical Netgain implementation take? Timeline varies by product and complexity. [NetLease](https://www.netgain.tech/) implementations for standard portfolios typically take 4–8 weeks. Full multi-product rollouts may range from 8–16 weeks. Can Charted help with ASC 842 compliance specifically? Yes. Charted can help with ASC 842—this compliance is a core use case for NetLease. Our CPAs understand the standard deeply and configure the system to produce audit-ready disclosures and journal entries from day one. Do you support ongoing maintenance after go-live? Absolutely. Charted offers post-implementation support, optimization, and updates as accounting standards evolve (e.g., new IFRS guidance, GASB updates). ## Charted is trusted by finance and IT teams to get NetSuite right For organizations looking for expertise that understands more than just software, speak with one of our consultants about your next NetSuite project. [Get in Touch](https://charted.com/get-started/) --- ### [Check Printing](https://charted.com/ap-automation-suite/advanced-check-printing/) **Published:** August 7, 2025 **Author:** bb-admin **Content:** [Payment Automation](https://charted.com/ap-automation-suite/payment-automation/) Check Printing # Automate every check payment without leaving NetSuite Eliminate the check payments bottleneck. Charted delivers complete check automation within NetSuite for both on-premise check printing or fully outsourced check payments. Cut costs by up to 85% with zero integration overhead. [Request a Demo](https://charted.com/get-started/) ![](https://charted.com/wp-content/uploads/2025/08/Advanced_Vendor_Onboarding_hero-img-1-32x32.webp "Advanced_Vendor_Onboarding_hero-img - Charted") By the numbers ## Check printing that delivers real impact 2.8M Checks processed by Charted users in the last 12 months 85% Cost reduction with zero integration overhead 100% NetSuite-native—no integrations, no friction How it works ## From approval to delivery—without switching systems [Request a Demo](https://charted.com/get-started/) Configure 01 **Built for your workflow, not against it**. Choose your approach: on-premise check printing with customizable templates and digital signatures, or hands-off outsourced processing. Configure approval workflows and security controls that adapt to your business. No rigid templates or external platforms required. ![](https://charted.com/wp-content/uploads/2025/08/Configure-32x27.webp "Configure - Charted") Approve 02 **Real-time control, audit-ready trails**. Route vendor bills through configurable **[approval workflows](https://charted.com/case-study/intervest-capital-partners/)** based on amounts, departments, or entities. Every decision tracked within NetSuite means no fragmented audit trails or compliance gaps—just complete visibility where your data already lives. ![](https://charted.com/wp-content/uploads/2025/08/Approve-32x27.webp "Approve - Charted") Execute 03 ****All payments. All within NetSuite****. Pay vendors through the method that works best: print checks on blank stock with bank-compliant encoding and digital signatures, submit for outsourced check printing and mailing, or process ACH and international payments through Charted [Payment Automation](https://charted.com/ap-automation-suite/payment-automation/). All payment methods maintain complete data integrity within NetSuite, with no file exports, manual uploads, or weak integration points. ![](https://charted.com/wp-content/uploads/2025/08/Execute-32x27.webp "Execute - Charted") ![](https://charted.com/wp-content/uploads/2025/08/Configure-32x27.webp "Configure - Charted") ![](https://charted.com/wp-content/uploads/2025/08/Approve-32x27.webp "Approve - Charted") ![](https://charted.com/wp-content/uploads/2025/08/Execute-32x27.webp "Execute - Charted") What’s included ## Comprehensive check automation without the complexity On-Premise Check Printing Print professional checks directly from NetSuite on blank stock—eliminating pre-printed stock costs and security vulnerabilities. Customizable layouts, encrypted digital signatures, and bank-compliant MICR encoding work seamlessly with your existing NetSuite processes. No external software. No integration maintenance. ![](https://charted.com/wp-content/uploads/2025/08/Easy-Document-Preview_img-2-32x27.webp "Easy-Document-Preview_img - Charted") Outsourced Check Processing Complete check printing and mailing at dramatically lower costs than traditional processing. Professional printing, secure delivery, and full tracking managed entirely within NetSuite. Skip the manual printing, stuffing envelopes, and mailing tasks that come with traditional check processing. ![](https://charted.com/wp-content/uploads/2025/08/outsourced-check-payments-32x27.webp "outsourced-check-payments - Charted") Integration-free security controls Implement sophisticated fraud prevention without adding system complexity. Digital signature logic, multi-signature thresholds, and Positive Pay file generation work natively within NetSuite. Eliminate the security risks of pre-printed stock and manual file transfers while strengthening financial controls. ![](https://charted.com/wp-content/uploads/2025/08/integration-free-security-controls-32x27.webp "integration-free-security-controls - Charted") Automated vendor payment setup Streamline vendor onboarding with secure digital forms that capture payment addresses and preferences directly into NetSuite. No portal logins required. Vendors complete professional forms via email while payment details automatically populate your vendor records. Eliminate manual data entry and payment setup delays that slow your check processing workflow. [Learn More](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/) ![](https://charted.com/wp-content/uploads/2025/08/automated-vendor-payment-setup-32x27.webp "automated-vendor-payment-setup - Charted") ## Customer success story ![](https://charted.com/wp-content/uploads/2025/08/jes-holdings_logo-light-32x25.webp "jes-holdings_logo-light - Charted") JES Holdings transformed their check processing workflow with Charted AP Automation for NetSuite. [Read the Full Story](https://charted.com/case-study/jes-holdings/) “The Charted Check Printing solution has improved our workflow by enabling batch printing of multiple checks, saving us a significant amount of time” Marsha Lessley Assistant Controller, JES Holdings ![](https://charted.com/wp-content/uploads/2025/08/pexels-curtis-adams-1694007-3935344-1-32x32.webp "pexels-curtis-adams-1694007-3935344 1 - Charted") For your team ## Check printing that empowers, not complicates From AP efficiency to financial security, Charted transforms check processing into a competitive advantage. CFO Turn check processing from cost center to strategic enabler. Reduce processing costs by 85% with outsourced check payments while maintaining complete financial controls. Charted eliminates hidden integration costs and reduces fraud risk to deliver predictable savings that scale with your business. [Learn More](https://charted.com/ap-automation-suite/cfo/) ![](https://charted.com/wp-content/uploads/2025/08/cfo-32x27.webp "cfo - Charted") Controller Strengthen financial controls without adding operational complexity. Digital signatures, approval workflows, and audit-ready trails work entirely within NetSuite. Eliminate pre-printed stock vulnerabilities and manual reconciliation while gaining real-time visibility across all entities and subsidiaries. [Learn More](https://charted.com/ap-automation-suite/controllers/) ![](https://charted.com/wp-content/uploads/2025/08/controller-32x27.webp "controller - Charted") AP Professional Transform time-consuming check preparation into automated workflows that respect your expertise. Batch printing, streamlined approvals, and intelligent routing free you from manual tasks. Free up time for vendor relationship management and process optimization that drives real business value. [Learn More](https://charted.com/ap-automation-suite/ap-professional/) ![](https://charted.com/wp-content/uploads/2025/08/ap-professional-32x27.webp "ap-professional - Charted") CIO Deploy enterprise-grade check automation without integration headaches. Charted NetSuite-native architecture eliminates middleware complexity, reduces security risks, and requires zero ongoing maintenance. No APIs to manage, no external systems to monitor. Just reliable automation that scales with your ERP. [Learn More](https://charted.com/ap-automation-suite/cio/) ![](https://charted.com/wp-content/uploads/2025/08/cio-32x27.webp "cio - Charted") NetSuite Admin Implement powerful check automation with zero additional system overhead. Built on native NetSuite architecture and data structures, Charted ensures compatibility with upgrades and customizations while delivering seamless functionality that works like it was built into NetSuite from day one. No integration monitoring, and no performance impact. [Learn More](https://charted.com/ap-automation-suite/netsuite-admin/) ![](https://charted.com/wp-content/uploads/2025/08/netsuite-admin-32x27.webp "netsuite-admin - Charted") ![](https://charted.com/wp-content/uploads/2025/08/cfo-32x27.webp "cfo - Charted") ![](https://charted.com/wp-content/uploads/2025/08/controller-32x27.webp "controller - Charted") ![](https://charted.com/wp-content/uploads/2025/08/ap-professional-32x27.webp "ap-professional - Charted") ![](https://charted.com/wp-content/uploads/2025/08/cio-32x27.webp "cio - Charted") ![](https://charted.com/wp-content/uploads/2025/08/netsuite-admin-32x27.webp "netsuite-admin - Charted") ## Frequently asked questions How does Charted enhance NetSuite’s native check printing capabilities? Charted extends NetSuite with professional layouts on blank stock, encrypted digital signatures, and sophisticated approval workflows—all while maintaining complete integration with your existing processes. We eliminate pre-printed stock costs and security vulnerabilities without adding system complexity. Can I print checks directly from NetSuite without leaving the system? Absolutely. The Charted check printing solution enables direct check printing from NetSuite using blank stock with customizable templates and bank-compliant encoding. You can also choose outsourced processing for hands-off check delivery. Both options keep you entirely within NetSuite’s familiar interface, and your data secure. What check formats and layouts does Charted support? Our solution supports [unlimited check formats](https://charted.com/case-study/exed/) with complete customization flexibility. Configure layouts to match any bank’s requirements, create entity-specific designs, and adjust MICR placement—all through NetSuite’s interface without external design tools or IT involvement. How does digital signature functionality work within NetSuite? Charted securely stores encrypted digital signatures within NetSuite and applies them automatically based on configurable rules. Set amount thresholds for single or multiple signatures, defined approval hierarchies, and complete audit trails—all native to your NetSuite ecosystem. Does Charted support Positive Pay file generation for fraud prevention? Yes, the Charted solution integrates seamlessly with NetSuite’s Positive Pay capabilities and generates necessary files for bank reconciliation. This fraud prevention works as part of your standard workflow without manual file creation or external system coordination. How are check numbers managed to prevent duplicates and maintain audit trails? Check numbers are automatically tracked within NetSuite’s native framework with additional controls to ensure integrity. Our solution maintains complete audit trails and prevents duplicates while integrating with your existing NetSuite numbering sequences and approval workflows. What user access controls are available for sensitive check functions? Charted provides configurable access controls that work with NetSuite’s role-based permissions. Restrict check printing and processing based on user roles, amount thresholds, and approval hierarchies—all managed through familiar NetSuite security frameworks without additional user management complexity. How do outsourced check payments compare to traditional processing costs? Charted outsourced processing delivers a 75-85% savings vs. manual processing. More importantly, this eliminates the hidden costs of manual processing, integration maintenance, and staff time—while reducing fraud risk through professional handling and tracking. Can I use both on-premise and outsourced options based on payment scenarios? Yes, Charted provides complete flexibility to choose the optimal method for each situation. Print specific checks in-house while outsourcing routine payments, or use different approaches for different entities—all managed through a unified NetSuite workflow without system-switching or duplicate processes. ## Built to feel invisible. Designed to feel right. Our solutions follow your rhythm — reducing friction, instead of adding steps — so finance can focus on decisions, instead of detours. [Contact Us](https://charted.com/get-started/) --- ### [NetSuite Managed Services](https://charted.com/services/netsuite-managed-services/) **Published:** August 7, 2025 **Author:** bb-admin **Content:** NetSuite Managed Services # NetSuite experts when you need them At Charted, we understand every business uses NetSuite differently—so our managed and support services are never one-size-fits-all. Whether you need proactive consulting to optimize your system or responsive troubleshooting and admin help, we tailor our approach to deliver high-quality, expert-driven support, that solves problems and drives results. [Let’s Talk](https://charted.com/get-started/) ![](https://charted.com/wp-content/uploads/2025/09/img-netsuite-managed-services-32x26.webp "img-netsuite-managed-services - Charted") Trusted by leading organizations including: ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") Charted implementation success ## A proven track record Zero failed implementations, ever 1,200+ services projects 98% customer retention rate, built on strong relationships and support How it works ## Flexible NetSuite support that adapts to your needs Functional assistance Whether you need quick answers or strategic guidance, Charted provides expert functional support designed for your NetSuite environment. From resolving day-to-day issues to advising on process improvements, we adapt our approach to meet each client’s goals and internal capabilities. ![](https://charted.com/wp-content/uploads/2025/08/pexels-mizunokozuki-12903279-1-32x32.webp "pexels-mizunokozuki-12903279 1 - Charted") Configuration adjustments Fine-tune your NetSuite setup, and ensure you’re scaling in tandem, not breaking with every upgrade. Adjust workflows, forms, or fields, and ensure changes are made efficiently, with minimal disruption and maximum impact. ![](https://charted.com/wp-content/uploads/2025/08/pexels-mizunokozuki-12903279-1-32x32.webp "pexels-mizunokozuki-12903279 1 - Charted") Best practices Charted brings deep NetSuite expertise to every commitment, providing best-practice recommendations to improve performance, usability, and scalability. Our wide range of industry expertise will ensure your industry, size, and growth stage are reflected in our approach. ![](https://charted.com/wp-content/uploads/2025/08/pexels-mizunokozuki-12903279-1-32x32.webp "pexels-mizunokozuki-12903279 1 - Charted") Reports & dashboard development Dashboards and reports are designed to give clients the insights they need to make informed decisions. Whether reporting on KPIs or executive-level metrics, we tailor NetSuite analytics to meet your unique business goals and intended audiences. ![](https://charted.com/wp-content/uploads/2025/08/pexels-mizunokozuki-12903279-1-32x32.webp "pexels-mizunokozuki-12903279 1 - Charted") Release impact assessments Stay ahead of NetSuite releases with assessments to ensure potential impacts are accounted for ahead of time. Test critical processes and ensure new features are fully leveraged, instead of disruptive. ![](https://charted.com/wp-content/uploads/2025/08/pexels-mizunokozuki-12903279-1-32x32.webp "pexels-mizunokozuki-12903279 1 - Charted") ![](https://charted.com/wp-content/uploads/2025/08/pexels-mizunokozuki-12903279-1-32x32.webp "pexels-mizunokozuki-12903279 1 - Charted") ![](https://charted.com/wp-content/uploads/2025/08/pexels-mizunokozuki-12903279-1-32x32.webp "pexels-mizunokozuki-12903279 1 - Charted") ![](https://charted.com/wp-content/uploads/2025/08/pexels-mizunokozuki-12903279-1-32x32.webp "pexels-mizunokozuki-12903279 1 - Charted") ![](https://charted.com/wp-content/uploads/2025/08/pexels-mizunokozuki-12903279-1-32x32.webp "pexels-mizunokozuki-12903279 1 - Charted") ![](https://charted.com/wp-content/uploads/2025/08/pexels-mizunokozuki-12903279-1-32x32.webp "pexels-mizunokozuki-12903279 1 - Charted") ## Customer success story ![](https://charted.com/wp-content/uploads/2025/08/service-compression_logo-light-32x10.webp "service-compression_logo-light - Charted") Charted partnered with Service Compression, a rental compression company, to provide NetSuite support, resulting in significant efficiency gains and growth. [Read the Full Story](https://charted.com/case-study/service-compression/) “Transitioning to NetSuite from our previous manual ERP process was a wonderful change, especially the consolidated financials. From the growth that we’ve had, NetSuite has been able to adapt to anything we’ve thrown at it.” Doug Sneed NetSuite Administrator ![](https://charted.com/wp-content/uploads/2025/08/pexels-art-by-andia-1063290491-20545575-1-32x32.webp "pexels-art-by-andia-1063290491-20545575 1 - Charted") Features ## Everything you need for AP, built into NetSuite [Accounts Payable Overview](https://charted.com/ap-automation-suite/) Invoice AI ![](https://charted.com/wp-content/uploads/2025/08/invoice-ai_bento-32x26.webp "invoice-ai_bento - Charted") AI-powered OCR invoice processing with 95%+ accuracy. Automatically learns your coding logic and adapts to any vendor format automatically. [](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) Vendor Onboarding ![](https://charted.com/wp-content/uploads/2025/08/vendor-onboarding_bento-32x26.webp "vendor-onboarding_bento - Charted") Automated vendor setup that eliminates delays. Smart workflows turn weeks-long processes into streamlined automation that scales. [](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/) Approvals ![](https://charted.com/wp-content/uploads/2025/08/approvals-bento-32x26.webp "approvals-bento - Charted") Accelerate month-end close with intelligent accrual estimates and automated journal entries. Complete financial visibility, audit-ready reporting, all natively in NetSuite. [](https://charted.com/ap-automation-suite/approval-automation/) ACH Payments ![](https://charted.com/wp-content/uploads/2025/08/ACH-payments_bento-32x26.webp "ACH-payments_bento - Charted") Secure electronic payments using your existing bank relationships. No switching systems, no vulnerable files, no friction. [](https://charted.com/ap-automation-suite/ach-payments/) International Payments ![](https://charted.com/wp-content/uploads/2025/08/international-payments-bento-32x26.webp "international-payments-bento - Charted") Pay global vendors across 150+ currencies from NetSuite. Unified workflow reduces processing costs by up to 60%. [](https://charted.com/ap-automation-suite/international-payments/) Check Printing ![](https://charted.com/wp-content/uploads/2025/08/check-printing-bento-32x26.webp "check-printing-bento - Charted") Complete check automation within NetSuite. On-premise or outsourced options cut costs by up to 85% without integrations. [](https://charted.com/ap-automation-suite/advanced-check-printing/) 3-Way Match ![](https://charted.com/wp-content/uploads/2025/08/3-way-match_bento-32x26.webp "3-way-match_bento - Charted") Advanced validation engine compares POs, receipts, and bills automatically. Configurable tolerances with intelligent exception routing. [](https://charted.com/ap-automation-suite/real-time-3-way-match/) Document Management ![](https://charted.com/wp-content/uploads/2025/08/Document-management_bento-32x26.webp "Document-management_bento - Charted") Drag-and-drop document handling natively within NetSuite. Unlimited storage with split-screen viewing stays out of your way. [](https://charted.com/ap-automation-suite/advanced-document-management/) ![](https://charted.com/wp-content/uploads/2025/07/best-in-class-27x32.webp "best-in-class - Charted") Best-in-class NetSuite Solutions Get Started [](https://charted.com/get-started/) ## Frequently asked questions How is Charted managed services different from standard NetSuite support? We maintain a customer-first approach to all projects at Charted. Our managed services offering provides every client with a dedicated, US-based consultant who has multiple years of NetSuite experience. No call centers, waiting on hold, or being passed between multiple support people. We customize our support services based on each client’s needs­­­­—we set up a meeting cadence, define the scope of work, and adjust based on changing needs. We offer the most flexible NetSuite support option on the market. What types of issues are covered under the NetSuite Managed Services offered by Charted? Charted managed services cover a wide breadth of issues clients experience. From troubleshooting errors to implementing new functionality, we work with our clients to define the scope they need help with and take a flexible approach. For a real-life example of how managed services and premium support can make a difference for organizations using NetSuite, check out our case study on [Service Compression](https://charted.com/case-study/service-compression/). Do you offer dedicated support contacts or account managers for your NetSuite premium support or managed services? Charted offers both—every client is assigned a dedicated US-based consultant for support as well as an account manager. Is support provided via phone, email, or in-app ticketing? Charted offers all of the above options, with phone, email, and in-app support. Clients work directly with their support consultant to determine their preferred communication approach; whether it’s regularly scheduled meetings, email correspondence, or submitting tickets, we are flexible. Is Charted NetSuite premium support available 24/7 or only during business hours? Charted premium support is only offered during business hours. ## Charted is trusted by finance and IT teams to get NetSuite right For organizations looking for expertise that understands more than just software, speak with one of our consultants about your next NetSuite project. [Get in Touch](https://charted.com/get-started/) --- ### [International Payments](https://charted.com/ap-automation-suite/international-payments/) **Published:** August 21, 2025 **Author:** bb-admin **Content:** [Payment Automation](https://charted.com/ap-automation-suite/payment-automation/) International Payments # Pay global vendors without leaving NetSuite Stop bouncing between systems. Pay global vendors across 160+ countries from a unified NetSuite workflow. Charted Payment Automation consolidates domestic and international payments, automatically routing each through the optimal method while reducing processing costs by up to 60%. [Request a Demo](https://charted.com/get-started/) ![](https://charted.com/wp-content/uploads/2025/08/Internationa-Payments-32x32.webp "Internationa-Payments - Charted") By the numbers ## Stop paying the integration tax $2-$3 IACH fee vs. $25-45 typical bank wire fees 150+ Countries supported without leaving NetSuite Zero Additional integrations required How it works ## Payment chaos, solved in four steps [Request a Demo](https://charted.com/get-started/) Onboard 01 ****Vendor setup without the vendor portal bloat**** Skip the portal complexity. Send vendors secure email forms to dynamically collect payment preferences and banking details based on country requirements. Two-factor authentication keeps everything secure while vendors self-onboard without having to manage yet another login. All data flows directly into NetSuite vendor records for approval. ![](https://charted.com/wp-content/uploads/2025/08/international-payments-Onboard-32x27.webp "international-payments-Onboard - Charted") Queue 02 ****All your payments, finally in one place.**** Review domestic and [international vendor bills](https://charted.com/blog/charted-launches-uk-presence-to-deliver-erp-native-ap-automation-across-emea/) from the same NetSuite interface. No toggling between systems to see what needs paying. The system shows each vendor’s configured payment method and currency automatically—whether it’s US ACH, IACH, international wire, or check payments, they’re all in one unified queue. ![](https://charted.com/wp-content/uploads/2025/08/international-payments-Queue-32x27.webp "international-payments-Queue - Charted") Approve 03 ****Same approval process, any payment type.**** Your approval workflows work the same whether the payment stays domestic or crosses borders. Approvers get detailed email notifications and can approve directly from emails, on any device, without NetSuite licenses. [Learn More](https://charted.com/ap-automation-suite/approval-automation/) ![](https://charted.com/wp-content/uploads/2025/08/international-payments-Approve-32x27.webp "international-payments-Approve - Charted") Execute 04 ****All vendor payments with one click.**** Release your entire payment batch simultaneously. Track everything in real-time within NetSuite, regardless of payment method or destination. Automated remittance notifications keep vendors informed, maintaining professional communication across all payment types, without you lifting a finger. [Learn More](https://charted.com/ap-automation-suite/payment-automation/) ![](https://charted.com/wp-content/uploads/2025/08/international-payments-Execute-32x27.webp "international-payments-Execute - Charted") ![](https://charted.com/wp-content/uploads/2025/08/international-payments-Onboard-32x27.webp "international-payments-Onboard - Charted") ![](https://charted.com/wp-content/uploads/2025/08/international-payments-Queue-32x27.webp "international-payments-Queue - Charted") ![](https://charted.com/wp-content/uploads/2025/08/international-payments-Approve-32x27.webp "international-payments-Approve - Charted") ![](https://charted.com/wp-content/uploads/2025/08/international-payments-Execute-32x27.webp "international-payments-Execute - Charted") What’s included ## Integration-free global payments, built where finance works Portal-free vendor onboarding Vendors hate managing portal logins as much as you hate supporting them. Our secure email forms collect banking details, payment preferences, and compliance docs with two-factor authentication—no portal accounts, no password resets, no support headaches. ![](https://charted.com/wp-content/uploads/2025/08/Internationa-Payment-img01-32x27.webp "Internationa-Payment-img01 - Charted") The only payment platform that never makes you leave NetSuite Process any payment type from the same interface where you manage everything else. Each vendor configures their preferred method once. The system routes automatically while you stay focused on what matters. ![](https://charted.com/wp-content/uploads/2025/08/Internationa-Payment-img02-32x27.webp "Internationa-Payment-img02 - Charted") Global reach without global complexity International payments aren’t an add-on—they’re built into Charted Payment Automation. The same approval processes, same reporting, and seamless FX rate reconciliation. We extend your payment capabilities without fragmenting your workflows. ![](https://charted.com/wp-content/uploads/2025/08/Internationa-Payment-img03-32x27.webp "Internationa-Payment-img03 - Charted") Real-time visibility across all payment types Monitor all payment types from one dashboard in NetSuite. Whether tracking a domestic ACH, check, IACH, or international SWIFT wire, all statuses, fees, and delivery confirmations appear in the same unified view for simplified reconciliation and reporting. ![](https://charted.com/wp-content/uploads/2025/08/Internationa-Payment-img04-32x27.webp "Internationa-Payment-img04 - Charted") ## Customer success story ![](https://charted.com/wp-content/uploads/2025/08/affina-therapeutics-logo-light-32x7.webp "affina-therapeutics-logo-light - Charted") Affinia Therapeutics achieved an 80% boost in efficiency with Charted by automating everything from bill capture to payment processing. [Read the Full Story](https://charted.com/case-study/affinia-therapeutics/) “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 ![](https://charted.com/wp-content/uploads/2025/08/pexels-ivan-samkov-9629716-1-32x32.webp "pexels-ivan-samkov-9629716 1 - Charted") For your team ## Turn payment complexity into competitive advantage Stop letting payment processing overhead drain your team’s strategic focus. [International Payments](https://charted.com/blog/whats-new-with-charted-accrual-accuracy-updates-multi-currency-approval-limits-and-more/) within Charted Payment Automation transforms how finance operates. CFO Gain complete cash flow visibility while your competitors juggle multiple payment platforms. Unified reporting shows all payment activity in one view, supporting better cash management decisions. Cut international wire fees from $25-45 to $2-3 while maintaining complete control over global vendor relationships. [Learn More](https://charted.com/ap-automation-suite/cfo/) ![](https://charted.com/wp-content/uploads/2025/08/cfo-32x27.webp "cfo - Charted") Controller Simplify month-end close with all payment types flowing through the same audit-ready processes. No more reconciling across multiple systems—whether it’s domestic ACH, IACH, international wires, or checks, everything tracks in NetSuite. Slash international payment costs by up to 75% without compromising financial controls. [Learn More](https://charted.com/ap-automation-suite/controllers/) ![](https://charted.com/wp-content/uploads/2025/08/controller-32x27.webp "controller - Charted") AP Professional Process all vendor payments from one interface—no more system-switching based on geography. Focus on vendor relationships and payment optimization instead of managing multiple platforms for different payment types. [Learn More](https://charted.com/ap-automation-suite/ap-professional/) ![](https://charted.com/wp-content/uploads/2025/08/ap-professional-32x27.webp "ap-professional - Charted") CIO Deploy global payment capabilities without the integration nightmare. All payment methods operate within NetSuite’s secure environment—no additional systems, no new security considerations, no middleware to maintain. [Learn More](https://charted.com/ap-automation-suite/cio/) ![](https://charted.com/wp-content/uploads/2025/08/cio-32x27.webp "cio - Charted") NetSuite Admin Enable international payments as a natural extension of your existing automation. No additional integrations, no separate systems—global payments work within the same NetSuite-native architecture you already trust. [Learn More](https://charted.com/ap-automation-suite/netsuite-admin/) ![](https://charted.com/wp-content/uploads/2025/08/netsuite-admin-32x27.webp "netsuite-admin - Charted") ![](https://charted.com/wp-content/uploads/2025/08/cfo-32x27.webp "cfo - Charted") ![](https://charted.com/wp-content/uploads/2025/08/controller-32x27.webp "controller - Charted") ![](https://charted.com/wp-content/uploads/2025/08/ap-professional-32x27.webp "ap-professional - Charted") ![](https://charted.com/wp-content/uploads/2025/08/cio-32x27.webp "cio - Charted") ![](https://charted.com/wp-content/uploads/2025/08/netsuite-admin-32x27.webp "netsuite-admin - Charted") ## Frequently asked questions Why should I use a specialized NetSuite solution for international payments? Bouncing between payment platforms risks copy and paste errors and creates reconciliation chaos. [Charted Payment Automation](https://charted.com/ap-automation-suite/payment-automation/) handles all payment types—domestic and international—within your existing NetSuite workflows, maintaining unified processes and complete audit trails. While other systems stack, we streamline. How does Charted international payments software integrate with NetSuite? It doesn’t need to integrate—it’s built directly inside NetSuite as a native SuiteApp. All payment processing, approval workflows, and tracking happens where your data lives. No connectors, no middleware, no weak integration points, only streamlined payments from start to finish, without ever leaving NetSuite. Which countries and currencies are supported? We support payments in 150+ global countries and every major currency. Additional currency support is added based on customer needs. International Payments is built for your day-to-day, and your big picture. Can I make payments in multiple currencies from within NetSuite? Yes, and it’s automatic. Configure each vendor’s preferred currency and payment method once, then process mixed batches seamlessly. Pay US vendors via ACH, global suppliers in their currency, local contractors by check—all from the same interface. Does the software support wire transfers, ACH, and other international payment methods? Charted Payment Automation provides complete payment flexibility: domestic ACH and check payments, plus international wire transfers, and IACH for cross-border payments. Each vendor gets configured with their optimal method for automatic routing—no manual decisions required. Are currency conversions and exchange rates handled automatically? Yes, with competitive rates through our banking partner. Domestic payments process at face-value; international payments handle currency conversion transparently. All FX processing happens securely with real-time calculations captured directly in NetSuite—no manual currency management or separate FX services needed. How is sensitive payment data secured? Vendors directly enter their banking details through secure forms. Charted immediately captures and encrypts all sensitive payment data within our SOC2-compliant platform, ensuring bank-level security while maintaining appropriate user access controls. This approach delivers a seamless user experience with enterprise-grade security. Is Charted software for international payments in NetSuite compliant with international payment regulations and AML/KYC requirements? Yes, we maintain full compliance with international payment regulations, AML, and KYC requirements across all supported countries. Domestic payments follow standard US banking regulations. All payment types maintain consistent compliance standards within the unified platform, ensuring no regulatory gaps between systems. ## Built to feel invisible. Designed to feel right. Our solutions follow your rhythm — reducing friction, instead of adding steps — so finance can focus on decisions, instead of detours. [Contact Us](https://charted.com/get-started/) --- ### [Payment Automation](https://charted.com/ap-automation-suite/payment-automation/) **Published:** August 20, 2025 **Author:** bb-admin **Content:** Payment Automation for NetSuite # Complete Payment Automation that never leaves NetSuite End the security risks and inefficiencies of juggling multiple payment systems. Process all your vendor payments—ACH, checks, and international transfers—with automation that handles approvals and fraud prevention, all within a single unified workflow in NetSuite. [Request a Demo](https://charted.com/get-started/) ![](https://charted.com/wp-content/uploads/2025/08/cb-left-yellow-13x32.webp "cb-left-yellow - Charted") ![](https://charted.com/wp-content/uploads/2025/08/cb-right-yellow-13x32.webp "cb-right-yellow - Charted") Why Charted? ## Why finance teams choose Charted Payment Automation Bring your own bank flexibility Work with any US bank—no forced relationships. Process ACH, checks, and international payments through one unified platform. Zero integration complexity No system-switching, bank portal uploads, or separate logins. Everything happens seamlessly within your NetSuite environment. Built-in security and compliance Secure vendor onboarding links, configurable [approval workflows,](https://charted.com/blog/whats-new-with-charted-better-payment-controls-invoice-assignment-and-more/) and complete audit trails protect every transaction. Charted Payment Automation features ## Transform your payment workflow with Payment Automation for NetSuite ![](https://charted.com/wp-content/uploads/2025/08/cio-enterprise-security-32x27.webp "cio-enterprise-security - Charted") ACH Payments ACH payments without file transfers Process electronic payments using your existing bank accounts, eliminate vulnerable NACHA file handling, and track payment status in real-time—all within NetSuite. [Learn More](https://charted.com/ap-automation-suite/ach-payments/) ![](https://charted.com/wp-content/uploads/2025/08/flexible-check-payment-options-1-32x29.webp "flexible-check-payment-options - Charted") Check Printing Flexible check payment options Choose between on-premise printing with digital signatures or outsourced processing—saving 70%+ versus manual processing while maintaining complete control. [Learn More](https://charted.com/ap-automation-suite/advanced-check-printing/) ![](https://charted.com/wp-content/uploads/2025/08/fraud-proof-vendor-setup-1-32x29.webp "fraud-proof-vendor-setup - Charted") Vendor Onboarding Fraud-proof vendor setup Collect banking details through secure vendor onboarding forms, automatically update vendor records, and eliminate fraud risks from manual data collection. [Learn More](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/) ![](https://charted.com/wp-content/uploads/2025/08/intelligent-approval-automation-1-32x29.webp "intelligent-approval-automation - Charted") Approvals Intelligent approval automation Route payments to any stakeholder with configurable approval rules, enable approvals directly from email without NetSuite licenses, and maintain complete audit trails automatically. [Learn More](https://charted.com/ap-automation-suite/approval-automation/) ![](https://charted.com/wp-content/uploads/2025/08/global-payment-processing-1-32x29.webp "global-payment-processing - Charted") International Payments Global payment processing [Pay international vendors ](https://charted.com/blog/whats-new-with-charted-enhanced-invoice-workflows-international-payment-controls-and-more/)through IACH (International ACH) or SWIFT wire transfers. Competitive FX rates and streamlined processing eliminate manual banking steps while supporting 160+ countries. [Learn More](https://charted.com/ap-automation-suite/international-payments/) ## Customer success story ![](https://charted.com/wp-content/uploads/2025/08/petauri-logo-light-32x11.webp "petauri-logo-light - Charted") Petauri, a global pharmaceutical commercialization services platform, saves hours each week through accounts payable efficiency gains powered by Charted. [Read the Full Story](https://charted.com/case-study/petauri/) “The capabilities of Charted are very attractive. Once it connected with our respective bank accounts, our users and AP specialists would not have to leave the NetSuite interface to make payments, which was very valuable. For employees who are spending the majority of their time in NetSuite anyway, it’s more efficient to be able to mark something as paid in NetSuite and have that action actually trigger a payment to leave our bank account as opposed to having to do so in an online banking interface.” Alex Szigety VP of Finance ![](https://charted.com/wp-content/uploads/2025/09/Pillar-BioTech-Life-Sci-7@2x-32x32.webp "Pillar-BioTech-Life-Sci-7@2x - Charted") Payment Automation for NetSuite ## Frequently asked questions How does Charted Payment Automation integrate with NetSuite? Charted Payment Automation is built as native SuiteApp that that embeds directly within your existing NetSuite environment. No external systems, middleware, or data syncing required—everything happens seamlessly within NetSuite’s interface. What types of payments are supported in the Charted payment automation software for NetSuite (ACH, wire, check, etc.)? We support ACH payments through any US bank, on-premise check printing with digital signatures, outsourced check processing, and international payments via IACH and wire transfers to 150+ countries—all from one unified platform. Can we schedule payments in advance? You have full control over payment timing through our “Ready for Release” queue. Payments created in NetSuite flow into this queue where you can review, organize, and release them in batches based on when you want them processed. This gives you complete control over cash flow timing while maintaining strong internal controls. How are payment approvals handled? Configure approval workflows based on amount thresholds, departments, or other criteria specific to your organization. Approvers receive secure email notifications and can approve payments directly from their inbox without requiring NetSuite licenses, while maintaining complete audit trails. Does Charted payment automation software for NetSuite prevent duplicate or fraudulent payments? Yes, our system includes built-in duplicate payment detection, two-factor authentication for vendor onboarding, and secure vendor bank detail collection. Our system also eliminates manual NACHA file transfers that can be vulnerable to tampering. Can I initiate batch payments across subsidiaries? Absolutely. Our solution supports unlimited subsidiaries and multiple bank accounts, allowing you to process batch payments across your entire organization while maintaining proper entity-level controls and approval workflows. ## Built to feel invisible. Designed to feel right. Our solutions follow your rhythm—reducing friction, instead of adding steps—so finance can focus on decisions, instead of detours. [Get Started](https://charted.com/get-started/) --- ### [Learn about our partners](https://charted.com/learn-about-our-partners/) **Published:** January 12, 2026 **Author:** Kim Wright **Content:** # Trusted partnerships for NetSuite success Charted partners with Premier NetSuite Service Partners, industry specialists, and complementary solution providers to deliver seamless, native AP automation. Whether you’re implementing NetSuite or seeking to optimize your existing environment, our partner [ecosystem ](https://charted.com/blog/from-squareworks-to-charted-in-2025-and-whats-to-come-in-2026/)ensures AP automation integrates smoothly into your broader finance operations. [Connect with a Partner](https://charted.com/get-started/) ![](https://charted.com/wp-content/uploads/2025/12/6612345-32x21.webp "Colleagues smiling during business meeting - Charted") Partnership success ## Why work with Charted partners? ![](https://charted.com/wp-content/uploads/2025/07/why-companies-choose-netsuite-32x27.webp "why-companies-choose-netsuite - Charted") NetSuite implementation experts Work with partners who understand how to integrate AP automation seamlessly into your NetSuite environment, ensuring alignment with your broader ERP strategy and business processes. Faster time to value Benefit from our vetted NetSuite partner network with proven track records—eliminating the guesswork of finding the right solution and accelerating your path to results. Industry-specific guidance Benefit from partners with deep knowledge within your vertical who understand the unique challenges and compliance requirements you face. Long-term strategic partnership Build lasting relationships with partners who provide ongoing optimization and strategic guidance as your business scales. **Partnership confidence** ## Charted partner ecosystem Our partner network spans implementation experts, complementary solution providers, and strategic advisors—all committed to delivering exceptional NetSuite experiences. ![](https://charted.com/wp-content/uploads/2026/01/Partner-logos-web-26-01_LB_1088x485-2-1-32x30.webp "Partner-logos-web-26-01_LB_1088x485 2 - Charted") Solution providers: NetSuite resellers and strategic advisors Solution Providers resell NetSuite licenses and deliver comprehensive implementations with strategic advisory services. These partners handle complex, multi-entity deployments and often bring Charted into NetSuite evaluations as the recommended AP automation solution, ensuring seamless integration from day one. ![](https://charted.com/wp-content/uploads/2025/12/Charted-Web-Alliance-525x485-1-32x29.webp "Charted-Web-Alliance-525x485 - Charted") Alliance partners: Premiere implementation and consulting firms Alliance Partners are NetSuite implementation specialists and consulting firms that deploy, customize, and optimize NetSuite solutions without reselling licenses. These partners focus on business transformation and technical services, embedding Charted AP automation as a core component of successful NetSuite implementations. ![](https://charted.com/wp-content/uploads/2026/01/Charted-Web-SDN-525x485-rev-32x29.webp "Charted-Web-SDN-525x485-rev - Charted") Technology partners: SuiteCloud Developer Network members Technology Partners are certified members of NetSuite’s SuiteCloud Developer Network who build native SuiteApps or extensions to the NetSuite platform. Charted collaborates with SDN Partners to deliver integrated finance operations while maintaining NetSuite as the single system of record. Ecosystem solutions ### Access an ecosystem of NetSuite partners that can solve any need you might have Charted works with a wide range of NetSuite partners across industries and solution areas. Below are examples of some of the ones we work with today. ##### Manufacturing & Distribution ![](https://charted.com/wp-content/uploads/2025/07/manufacturing-32x32.webp "manufacturing - Charted") Work with partners who bring deep manufacturing and distribution expertise, helping organizations optimize supply chain finance, inventory management, and production accounting alongside native AP automation. - Supply chain finance optimization and working capital management - Multi-entity production accounting and inventory workflows - Complex approval hierarchies for materials, components, and capital expenditures ##### Nonprofit & Public Sector ![](https://charted.com/wp-content/uploads/2025/12/Topic-Vendor-Management-pexels-fauxels-3184299-32x29.webp "Topic - Vendor Management - pexels-fauxels-3184299 - Charted") Connect with specialists in nonprofit and public sector finance who deliver grant tracking, fund accounting, and compliance-ready solutions that integrate seamlessly with audit-ready AP controls. - Grant tracking and fund accounting with restricted revenue management - Compliance-ready financial reporting for boards and regulatory bodies - Multi-location operations with centralized financial controls ##### Healthcare services ![](https://charted.com/wp-content/uploads/2025/08/services-hero_01-28x32.webp "services-hero_01 - Charted") Leverage healthcare-specific NetSuite implementations that integrate with complex approval hierarchies, multi-location operations, and regulatory requirements alongside AP automation. - Multi-location healthcare operations with departmental cost allocation - Complex approval workflows for clinical and administrative expenses - HIPAA-compliant vendor management and payment processing ##### Software & Tech ![](https://charted.com/wp-content/uploads/2025/09/Pillar-Software-Tech-4@2x-32x32.webp "Pillar-Software-Tech-4@2x - Charted") High-growth software and technology companies benefit from partners who help scale finance operations efficiently, leveraging license-free approvals and portal-free vendor onboarding. - Subscription revenue management and SaaS financial operations - Rapid scaling without adding finance headcount - Multi-currency operations for global software companies ##### Financial Services ![](https://charted.com/wp-content/uploads/2025/08/cio-32x27.webp "cio - Charted") Secure, compliant NetSuite implementations for financial services organizations integrate audit-ready AP automation and enterprise-grade controls to meet regulatory requirements. - Regulatory compliance and audit-ready financial controls - Multi-entity consolidation for investment firms and advisory practices - Secure vendor payment processing with comprehensive audit trails ##### Retail & eCommerce ![](https://charted.com/wp-content/uploads/2025/12/simon-kadula-gkndM1GvSA-unsplash-32x21.webp "simon-kadula--gkndM1GvSA-unsplash - Charted") The NetSuite partner ecosystem includes solutions that support the many operational needs retailers face, including tax, inventory management, point-of-sale, and payments—complementing native AP automation to deliver complete retail finance operations. - Automated sales tax compliance and multi-jurisdiction reporting - Point-of-sale integration with real-time inventory and financial data - Payment processing and vendor management for retail supply chains ## Frequently asked questions How does Charted work with NetSuite partners during an implementation? Charted collaborates directly with your implementation partner’s project team to design and configure AP automation within the overall NetSuite implementation. I’m a Charted customer, and I need a Charted partner. Who do I reach out to for help? If you have an assigned Customer Success Manager or Consultant, let them know what you’re looking for in a partner. They’ll work with the Charted Partner Team to find a partner or partners that fit your requirements. How do I find the right partner for my industry and business needs? Contact us to discuss your requirements and we’ll connect you with partners who have proven expertise in your vertical. I’m not currently a Charted customer but need a partner. Click “Request a Demo” and in the notes indicate that you’re looking for help finding a partner that Charted recommends. A member of our team will reach out to gather requirements then connect you with the partner team in order to find the right partner. Can I work directly with Charted without a partner? Yes, Charted offers implementation services for organizations that prefer to work directly with our team. ## Built to feel invisible. Designed to feel right. Our solutions follow your rhythm—reducing friction, instead of adding steps—so finance can focus on decisions, instead of detours. [Get Started](https://charted.com/get-started/) --- ### [NetSuite Implementations](https://charted.com/services/netsuite-implementations/) **Published:** July 23, 2025 **Author:** bb-admin **Content:** NetSuite Implementations # Seamless NetSuite implementations, tailored to meet your business objectives At Charted, we don’t just implement NetSuite—we deliver outcomes. Our team combines deep NetSuite and business expertise with a flexible, agile approach to ensure every implementation is tailored, efficient, and successful. With zero failed projects, we’re trusted by companies across industries to turn their ERP vision into reality. [Let’s Talk](https://charted.com/get-started/) ![](https://charted.com/wp-content/uploads/2025/07/NetSuite-Implementations-hero-32x32.webp "NetSuite-Implementations-hero - Charted") Trusted by leading organizations including: ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") Charted implementation success ## A proven track record Zero failed implementations, ever 1,200+ services projects 98% customer retention rate, built on strong relationships and support How it works ## NetSuite implementations that deliver—every time NetSuite & business experience With years of experience across finance, operations, and IT, we help clients **[implement NetSuite](https://charted.com/case-study/matter-surfaces/)** in a way that supports their goals, not just their systems. We speak NetSuite fluently, so you don’t have to. ![](https://charted.com/wp-content/uploads/2025/07/Stocksy_unlicensed_comp_6376585-1-32x32.webp "Stocksy_unlicensed_comp_6376585 1 - Charted") Agile methodology Every business is different—so every implementation should be too. We employ a flexible, agile methodology which allows us to adapt to your needs in real time, ensuring faster delivery, better alignment, and higher user satisfaction. ![](https://charted.com/wp-content/uploads/2025/07/Stocksy_unlicensed_comp_6376585-1-32x32.webp "Stocksy_unlicensed_comp_6376585 1 - Charted") NetSuite solution architects Every implementation project is led by a dedicated NetSuite solution architect who ensures your system is built to scale. From technical design to best practices, they guide the implementation to support long-term success. ![](https://charted.com/wp-content/uploads/2025/07/Stocksy_unlicensed_comp_6376585-1-32x32.webp "Stocksy_unlicensed_comp_6376585 1 - Charted") Hands-on project management Our experienced project managers are embedded in every project and keep everything on track. They proactively manage scope, timelines, and communications—so you don’t have to. ![](https://charted.com/wp-content/uploads/2025/07/Stocksy_unlicensed_comp_6376585-1-32x32.webp "Stocksy_unlicensed_comp_6376585 1 - Charted") Post-production NetSuite support Our commitment doesn’t end at go-live. We offer ongoing support to help you stabilize, optimize, and evolve your NetSuite environment as your business grows. ![](https://charted.com/wp-content/uploads/2025/07/Stocksy_unlicensed_comp_6376585-1-32x32.webp "Stocksy_unlicensed_comp_6376585 1 - Charted") Commitment to client success Charted was built on deep NetSuite expertise from its inception, and our continued commitment to excellence is what drives our 100% success rate across all NetSuite implementations. From configuration to compliance, our team knows how to make your ERP work for you. ![](https://charted.com/wp-content/uploads/2025/07/Stocksy_unlicensed_comp_6376585-1-32x32.webp "Stocksy_unlicensed_comp_6376585 1 - Charted") ![](https://charted.com/wp-content/uploads/2025/07/Stocksy_unlicensed_comp_6376585-1-32x32.webp "Stocksy_unlicensed_comp_6376585 1 - Charted") ![](https://charted.com/wp-content/uploads/2025/07/Stocksy_unlicensed_comp_6376585-1-32x32.webp "Stocksy_unlicensed_comp_6376585 1 - Charted") ![](https://charted.com/wp-content/uploads/2025/07/Stocksy_unlicensed_comp_6376585-1-32x32.webp "Stocksy_unlicensed_comp_6376585 1 - Charted") ![](https://charted.com/wp-content/uploads/2025/07/Stocksy_unlicensed_comp_6376585-1-32x32.webp "Stocksy_unlicensed_comp_6376585 1 - Charted") ![](https://charted.com/wp-content/uploads/2025/07/Stocksy_unlicensed_comp_6376585-1-32x32.webp "Stocksy_unlicensed_comp_6376585 1 - Charted") ![](https://charted.com/wp-content/uploads/2025/07/Stocksy_unlicensed_comp_6376585-1-32x32.webp "Stocksy_unlicensed_comp_6376585 1 - Charted") ## Customer success story ![](https://charted.com/wp-content/uploads/2025/08/mineral-tree_logo-light-32x9.webp "mineral-tree_logo-light - Charted") Charted developed a comprehensive NetSuite implementation plan to overhaul MineralTree’s billing and revenue recognition process, supporting their growth ambitions. [Read the Full Story](https://charted.com/case-study/mineraltree/) “The solution design from Charted was beyond detailed and comprehensive. I was very comfortable early on that they appreciated our vision not only for NetSuite in general, but also specifically with our billing and revenue recognition needs.” Chris Sands CFO, MineralTree ![](https://charted.com/wp-content/uploads/2025/08/pexels-tima-miroshnichenko-5717076-1-32x32.webp "pexels-tima-miroshnichenko-5717076 1 - Charted") Charted AP Automation ## Elevate your NetSuite implementation with Charted AP Automation [Accounts Payable Overview](https://charted.com/ap-automation-suite/) Invoice AI ![](https://charted.com/wp-content/uploads/2025/08/invoice-ai_bento-32x26.webp "invoice-ai_bento - Charted") AI-powered OCR invoice processing with 95%+ accuracy. Automatically learns your coding logic and adapts to any vendor format automatically. [](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) Vendor Onboarding ![](https://charted.com/wp-content/uploads/2025/08/vendor-onboarding_bento-32x26.webp "vendor-onboarding_bento - Charted") Automated vendor setup that eliminates delays. Smart workflows turn weeks-long processes into streamlined automation that scales. [](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/) Approvals ![](https://charted.com/wp-content/uploads/2025/08/approvals-bento-32x26.webp "approvals-bento - Charted") Accelerate month-end close with intelligent accrual estimates and automated journal entries. Complete financial visibility, audit-ready reporting, all natively in NetSuite. [](https://charted.com/ap-automation-suite/approval-automation/) ACH Payments ![](https://charted.com/wp-content/uploads/2025/08/ACH-payments_bento-32x26.webp "ACH-payments_bento - Charted") Secure electronic payments using your existing bank relationships. No switching systems, no vulnerable files, no friction. [](https://charted.com/ap-automation-suite/ach-payments/) International Payments ![](https://charted.com/wp-content/uploads/2025/08/international-payments-bento-32x26.webp "international-payments-bento - Charted") Pay global vendors across 150+ currencies from NetSuite. Unified workflow reduces processing costs by up to 60%. [](https://charted.com/ap-automation-suite/international-payments/) Check Printing ![](https://charted.com/wp-content/uploads/2025/08/check-printing-bento-32x26.webp "check-printing-bento - Charted") Complete check automation within NetSuite. On-premise or outsourced options cut costs by up to 85% without integrations. [](https://charted.com/ap-automation-suite/advanced-check-printing/) 3-Way Match ![](https://charted.com/wp-content/uploads/2025/08/3-way-match_bento-32x26.webp "3-way-match_bento - Charted") Advanced validation engine compares POs, receipts, and bills automatically. Configurable tolerances with intelligent exception routing. [](https://charted.com/ap-automation-suite/real-time-3-way-match/) Document Management ![](https://charted.com/wp-content/uploads/2025/08/Document-management_bento-32x26.webp "Document-management_bento - Charted") Drag-and-drop document handling natively within NetSuite. Unlimited storage with split-screen viewing stays out of your way. [](https://charted.com/ap-automation-suite/advanced-document-management/) ![](https://charted.com/wp-content/uploads/2025/07/best-in-class-27x32.webp "best-in-class - Charted") Best-in-class NetSuite Solutions Get Started [](https://charted.com/get-started/) ## Frequently asked questions Why should I work with a NetSuite implementation partner? Working with a NetSuite implementation partner like Charted mitigates risk and ensures your project is successful. Our experienced consultants provide white glove service to our clients, ensuring implementations are completed to satisfaction and on time. We work to develop a full understanding of each client’s unique needs and then tailor both our approach and NetSuite solutions to achieve their business objectives. What industries does Charted specialize in for NetSuite implementations? Charted specializes in biotech and life sciences, manufacturing, wholesale distribution, and [software and technology](https://charted.com/blog/reasons-why-software-technology-companies-trust-charted-for-their-netsuite-needs/), providing a nuanced approach based on specific industry requirements. We leverage our experience to help our clients determine the best ways to implement NetSuite for their particular needs. Does Charted offer new implementations, re-implementations, or optimization projects? Yes, Charted offers all types of implementations, re-implementations, and optimization projects. We also perform rescue projects, to help those with struggling NetSuite implementations and other projects stay on track. Charted has never had a failed implementation in a decade of providing NetSuite consulting services. How long does a typical NetSuite implementation take? On average, a NetSuite implementation with Charted takes 3-6 months but varies based on several factors such as the size of organization and scope of the project (including modules or processes, integrations, data migration, etc.). We work with clients to develop a strategy and then execute the plan to achieve their go-live targets, no matter how aggressive. What implementation methodology does Charted use? The primary implementation methodology we use at Charted is called Elevate. Elevate is an agile methodology that enables us to rapidly implement clients, prioritize process areas, and mitigate risk associated with traditional waterfall approaches. Our implementation approach is always designed around the needs of the client and designed to achieve their business goals. Does Charted use NetSuite’s SuiteSuccess methodology? For clients who are looking to leverage NetSuite directly out-of-the box with leading practices, Charted leverages the SuiteSuccess methodology. Our client-first approach to all projects, including implementation, means we assess each job individually; whether our team uses SuiteSuccess or the Elevate methodology is entirely dependent on the needs of the individual project. Can Charted support data migration from legacy systems? Yes, Charted helps organizations migrate data from legacy systems to ensure they can go-live successfully. We develop a data migration strategy based on our client’s needs. This can range from migrating multiple years of detailed transactions to simple Trial Balances to facilitate period-over-period reporting. Does Charted customize NetSuite to fit our business processes? Yes, when NetSuite doesn’t meet our client’s requirements natively, we tailor NetSuite to improve usability and support our client’s business processes. Can Charted help configure workflows, roles, dashboards, and reports? Definitely. Charted provides deep expertise with NetSuite workflows, configuring roles, dashboards, saved searches, and SuiteAnalytics. We can improve workflows via SuiteFlow, or implement Charted [Approval Automation](https://charted.com/ap-automation-suite/approval-automation/), which offers more robust capabilities than NetSuite’s native workflow engine. For advanced scenarios, we can also create custom scripting. We will always advise on the best solution based on our clients’ needs. What level of automation can be built into the system during implementation? Charted can build extensive automation into NetSuite, including approvals, processes, integrating with third-party systems, developing custom interfaces, records, and modules. Does Charted offer integrations with other systems (e.g., CRM, eCommerce, 3PL)? Charted provides an in-house technical services team that can integrate NetSuite into any third-party system. We help our clients develop an integration strategy that aligns with their business objectives while minimizing disruptions. ## Charted is trusted by finance and IT teams to get NetSuite right For organizations looking for expertise that understands more than just software, speak with one of our consultants about your next NetSuite project. [Get in Touch](https://charted.com/get-started/) --- ### [NetSuite Procure-to-Pay](https://charted.com/services/netsuite-procure-to-pay/) **Published:** January 16, 2026 **Author:** Kim Wright **Content:** NetSuite Procure-to-Pay # Streamline your Procure-to-Pay process Deliver real business impact with P2P and AP automation in NetSuite. At Charted, we combine deep expertise in NetSuite configuration with proven process optimization strategies to streamline the entire P2P process. With a flexible, agile approach, and track record of zero failed projects, we’re trusted by companies across industries to transform your operations and turn ERP goals into reality. [Let’s Talk](https://charted.com/get-started/) ![](https://charted.com/wp-content/uploads/2026/01/Charted-ListGraphic-26-01-32x26.webp "Charted-ListGraphic-26-01 - Charted") Trusted by leading organizations: ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") Charted implementation success ## A proven track record Zero failed implementations, ever 1,200+ services projects 98% customer retention rate, built on strong relationships and support How we help ## NetSuite Procure-to-Pay that meets your business needs Requisitions & sourcing NetSuite automates requisition and sourcing workflows to reduce manual entry, accelerate approvals, and improve compliance. Charted consulting services configure vendor catalogs and sourcing rules to optimize procurement costs and deliver real-time visibility into spend. ![](https://charted.com/wp-content/uploads/2025/09/Fraud-Webinar-IMG-539x539@2x-1-32x32.webp "Fraud-Webinar-IMG-539x539@2x - Charted") Purchase orders NetSuite streamlines purchase order creation, minimizing errors and shortening procurement cycles. Charted expert consulting ensures approval hierarchies and system integrations align with corporate policies for maximum efficiency. ![](https://charted.com/wp-content/uploads/2025/09/Fraud-Webinar-IMG-539x539@2x-1-32x32.webp "Fraud-Webinar-IMG-539x539@2x - Charted") Receiving & RMAs NetSuite enhances receiving processes with real-time inventory updates and barcode scanning, improving accuracy and reducing delays. Charted consulting services optimize RMA workflows to accelerate returns and strengthen customer satisfaction. ![](https://charted.com/wp-content/uploads/2025/09/Fraud-Webinar-IMG-539x539@2x-1-32x32.webp "Fraud-Webinar-IMG-539x539@2x - Charted") Vendor bill & matching Automated two-way and three-way matching in NetSuite eliminates manual reconciliation, reducing discrepancies and fraud risk. Our Charted consultants design invoice approval workflows that improve accounts payable efficiency and cash flow visibility. ![](https://charted.com/wp-content/uploads/2025/09/Fraud-Webinar-IMG-539x539@2x-1-32x32.webp "Fraud-Webinar-IMG-539x539@2x - Charted") Electronic bank payments NetSuite simplifies electronic bank payments through automated scheduling and secure fund transfers, ensuring compliance with global standards. Charted Services configure payment processes to reduce banking fees and enhance financial control. ![](https://charted.com/wp-content/uploads/2025/09/Fraud-Webinar-IMG-539x539@2x-1-32x32.webp "Fraud-Webinar-IMG-539x539@2x - Charted") Expense reports Enable mobile expense capture and automated approvals, reducing administrative overhead and enforcing policy compliance. Configure expense categories and reporting structures to align with organizational goals. ![](https://charted.com/wp-content/uploads/2025/09/Fraud-Webinar-IMG-539x539@2x-1-32x32.webp "Fraud-Webinar-IMG-539x539@2x - Charted") Vendor performance & analytics Deliver advanced dashboards and KPIs for vendor performance, enabling data-driven sourcing decisions and cost optimization. Charted consultants create tailored analytics and scorecards to strengthen supplier relationships and improve procurement strategies. ![](https://charted.com/wp-content/uploads/2025/09/Fraud-Webinar-IMG-539x539@2x-1-32x32.webp "Fraud-Webinar-IMG-539x539@2x - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fraud-Webinar-IMG-539x539@2x-1-32x32.webp "Fraud-Webinar-IMG-539x539@2x - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fraud-Webinar-IMG-539x539@2x-1-32x32.webp "Fraud-Webinar-IMG-539x539@2x - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fraud-Webinar-IMG-539x539@2x-1-32x32.webp "Fraud-Webinar-IMG-539x539@2x - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fraud-Webinar-IMG-539x539@2x-1-32x32.webp "Fraud-Webinar-IMG-539x539@2x - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fraud-Webinar-IMG-539x539@2x-1-32x32.webp "Fraud-Webinar-IMG-539x539@2x - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fraud-Webinar-IMG-539x539@2x-1-32x32.webp "Fraud-Webinar-IMG-539x539@2x - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fraud-Webinar-IMG-539x539@2x-1-32x32.webp "Fraud-Webinar-IMG-539x539@2x - Charted") ## Customer success story ![](https://charted.com/wp-content/uploads/2025/08/service-compression_logo-light-32x10.webp "service-compression_logo-light - Charted") Charted partnered with Service Compression, a rental compression company, to provide NetSuite support, resulting in significant efficiency gains and growth. [Read the Full Story](https://charted.com/case-study/service-compression/) “Transitioning to NetSuite from our previous manual ERP process was a wonderful change, especially the consolidated financials. From the growth that we’ve had, NetSuite has been able to adapt to anything we’ve thrown at it.” Doug Sneed NetSuite Administrator ![](https://charted.com/wp-content/uploads/2025/08/pexels-art-by-andia-1063290491-20545575-1-32x32.webp "pexels-art-by-andia-1063290491-20545575 1 - Charted") Features ## Everything you need for AP, built into NetSuite [Accounts Payable Overview](https://charted.com/ap-automation-suite/) Invoice AI ![](https://charted.com/wp-content/uploads/2025/08/invoice-ai_bento-32x26.webp "invoice-ai_bento - Charted") AI-powered OCR invoice processing with 95%+ accuracy. Automatically learns your coding logic and adapts to any vendor format automatically. [](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) Vendor Onboarding ![](https://charted.com/wp-content/uploads/2025/08/vendor-onboarding_bento-32x26.webp "vendor-onboarding_bento - Charted") Automated vendor setup that eliminates delays. Smart workflows turn weeks-long processes into streamlined automation that scales. [](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/) Approvals ![](https://charted.com/wp-content/uploads/2025/08/approvals-bento-32x26.webp "approvals-bento - Charted") Accelerate month-end close with intelligent accrual estimates and automated journal entries. Complete financial visibility, audit-ready reporting, all natively in NetSuite. [](https://charted.com/ap-automation-suite/approval-automation/) ACH Payments ![](https://charted.com/wp-content/uploads/2025/08/ACH-payments_bento-32x26.webp "ACH-payments_bento - Charted") Secure electronic payments using your existing bank relationships. No switching systems, no vulnerable files, no friction. [](https://charted.com/ap-automation-suite/ach-payments/) International Payments ![](https://charted.com/wp-content/uploads/2025/08/international-payments-bento-32x26.webp "international-payments-bento - Charted") Pay global vendors across 150+ currencies from NetSuite. Unified workflow reduces processing costs by up to 60%. [](https://charted.com/ap-automation-suite/international-payments/) Check Printing ![](https://charted.com/wp-content/uploads/2025/08/check-printing-bento-32x26.webp "check-printing-bento - Charted") Complete check automation within NetSuite. On-premise or outsourced options cut costs by up to 85% without integrations. [](https://charted.com/ap-automation-suite/advanced-check-printing/) 3-Way Match ![](https://charted.com/wp-content/uploads/2025/08/3-way-match_bento-32x26.webp "3-way-match_bento - Charted") Advanced validation engine compares POs, receipts, and bills automatically. Configurable tolerances with intelligent exception routing. [](https://charted.com/ap-automation-suite/real-time-3-way-match/) Document Management ![](https://charted.com/wp-content/uploads/2025/08/Document-management_bento-32x26.webp "Document-management_bento - Charted") Drag-and-drop document handling natively within NetSuite. Unlimited storage with split-screen viewing stays out of your way. [](https://charted.com/ap-automation-suite/advanced-document-management/) ![](https://charted.com/wp-content/uploads/2025/07/best-in-class-27x32.webp "best-in-class - Charted") Best-in-classu003cbru003eNetSuite Solutions Get Started [](https://charted.com/get-started/) ## Frequently asked questions What is NetSuite Accounts Payable (AP) automation and how can Charted help implement it? NetSuite AP automation streamlines invoice processing, approvals, and payments by eliminating manual tasks and reducing errors. The Charted consulting team specializes in end-to-end NetSuite AP implementation, including workflow configuration, system integration, and best-practice setup to ensure faster processing and improved compliance. How does your consulting expertise reduce invoice processing time and improve accuracy in NetSuite? Charted leverages NetSuite’s automation tools alongside our AP Automation solutions to configure invoice capture, three-way matching, approval hierarchies, and vendor bill workflows to eliminate bottlenecks. Our consultants bring years of experience optimizing AP processes, ensuring accurate data capture and reducing cycle times by up to 50%. Can your team configure NetSuite for automated three-way matching and vendor bill approvals? Yes, the Charted team can design and implement automated three-way matching between purchase orders, receipts, and vendor bills to prevent discrepancies and fraud. Charted consulting services include customizing approval workflows and compliance rules to fit your organization’s unique requirements. What are the benefits of working with Charted to integrate electronic bank payments in NetSuite? The Charted consulting team can configure NetSuite’s electronic payment capabilities to ensure automated vendor payments are completely secure and maintain global compliance standards. Our expertise ensures seamless integration with banking systems, reducing payment errors, improving cash flow visibility, and lowering transaction costs. How does the Charted consulting team ensure real-time visibility and compliance in NetSuite AP automation? Our consultants implement dashboards, KPIs, and audit-ready workflows that provide real-time insights into AP performance and vendor obligations. We also configure compliance controls and approval processes to meet regulatory standards and internal governance requirements. What’s the difference between AP and Procure-to-Pay? Accounts Payable (AP) refers specifically to the process of managing and paying vendor invoices. AP focuses on tasks like invoice receipt, approval, matching purchase orders to invoices and bills, and making payments. Procure-to-Pay (P2P) is a larger, end-to-end process that starts with requisitioning goods or services and ends with payment to the supplier. It includes sourcing, purchase orders, receiving goods, invoice processing, and payment. ## Charted is trusted by finance and IT teams to get NetSuite right For organizations looking for expertise that understands more than just software, speak with one of our consultants about your next NetSuite project. [Get in Touch](https://charted.com/get-started/) --- ### [Sub-Processor List](https://charted.com/sub-processor-list/) **Published:** September 1, 2025 **Author:** bb-admin **Content:** # Sub-Processor List Last revised and effective as of: March 30, 2026 **Sub-Processor Name****Processor Activities****Personal Data Process Detail****Processing Location****Scope**Amazon Web Services, Inc.Charted’s infrastructure for data storage, networking, computing to support the API associated services.Customer Name, Emails and Bank Information; Vendor Name, Emails and Bank InformationUSACharted – All Editions and ProductsMicrosoft AzureOCR engine (Document Intelligence) to scan documents as part of Charted’s products and services.Information contained within uploaded invoices, such as vendor names, addresses, email addresses, bank account information, and invoice amounts.USACharted – AP Automation SuiteVeryfi, Inc.OCR Engine to scan documents as part of Charted’s products and services.Information sent to OCR provider may contain names, addresses and Email addresses. However, this information is removed from Charted’s infrastructure immediately after the process is complete.USACharted – AP Automation SuiteDwollaACH payment processing as part of Charted’s products and services.Vendor Name and Bank informationUSACharted – AP Automation SuiteStorecoveE-invoicing network provider used to receive invoices via the Peppol network.Business contact information contained within invoices, such as names, addresses, email addresses, and phone numbers relating to customer and vendor personnel.EUCharted – AP Automation SuiteCheckeeperCheck printing and mailing services as part of Charted’s products and servicesVendor Name and Remittance informationUSACharted – AP Automation SuiteAtlassianService Desk and Content Management PlatformBusiness user data such as names, contracts, email addresses, as well as information pertaining to services performed by ChartedUSAAll Products and ServicesHappy FoxService Desk and Content Management PlatformBusiness user data such as names, contracts, email addresses, as well as information pertaining to services performed by ChartedUSAAll Products and ServicesEverAfterCustomer-facing implementation portal used for project tracking and document exchange.Business user data such as names and email addresses, as well as business documents and information uploaded by customers during implementation.USAServices OnlyAsanaProject management platform used to manage customer implementation projects.Business user data such as names and email addresses, as well as information pertaining to services performed by Charted.USAServices OnlySalesforce, Inc.CRMBusiness user data such as names, contracts, email addresses, product subscriptions and invoice data relating to customersUSAAll Products and ServicesNetSuiteTime Tracking and BillingBusiness user data such as names, contracts, email addresses, details related to services performed and invoice data relating to customersUSAServices OnlyMailchimpEmail platformCustomer Name and Emails, as well as Vendor Name and Details.USACharted – AP Automation SuiteHubSpotMarketing AutomationBusiness user data such as names, contracts, email addresses, details related to services performed and invoice data relating to customersUSAAll Products and Services --- ### [ACH Payments](https://charted.com/ap-automation-suite/ach-payments/) **Published:** August 21, 2025 **Author:** bb-admin **Content:** [Payment Automation](https://charted.com/ap-automation-suite/payment-automation/) ACH Payments # End-to-end digital payments without leaving NetSuite Charted ACH Payments eliminates the fragmented mess that plagues most finance teams when making payments. No switching between banking portals, no vulnerable NACHA files, no separate payment platforms. Intelligent automation works where your data lives, using your existing bank relationships. [Request a Demo](https://charted.com/get-started/) ![](https://charted.com/wp-content/uploads/2025/08/ACH-Payments-Hero-32x32.webp "ACH-Payments-Hero - Charted") By the numbers ## ACH Payments transforms AP operations in NetSuite 100% Payment data stays within NetSuite 60-80% Reduction in payment processing time Zero NACHA files to manage or secure How it works ## Payment automation without the payment headaches [Request a Demo](https://charted.com/get-started/) Connect 01 ****Your bank. Your choice.**** Connect any US business bank account without changing your banking relationships. Our self-service setup works with hundreds of banks and supports unlimited subsidiaries—no technical complexity on your end. Setup takes minutes, not months. ![](https://charted.com/wp-content/uploads/2025/08/ach-Connect-32x27.webp "ach-Connect - Charted") Onboard 02 ****Vendor data collection, done right.**** Send vendors secure payment invites with two-factor authentication. No more collecting bank details over email or storing sensitive information in spreadsheets. Vendors choose their payment method while you maintain complete control of the vendor relationship. [Learn More](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/) ![](https://charted.com/wp-content/uploads/2025/08/ach-Onboard-32x27.webp "ach-Onboard - Charted") Approve 03 ****Email approvals that save licenses.**** Route payments through sophisticated approval workflows where stakeholders can approve directly from email—no NetSuite license required. Stop forcing approval bottlenecks just to minimize licensing costs. [Learn More](https://charted.com/ap-automation-suite/approval-automation/) ![](https://charted.com/wp-content/uploads/2025/08/ach-Approve-32x27.webp "ach-Approve - Charted") Execute 04 ****One click. Done.**** Release payments directly from NetSuite with zero manual file handling. While other solutions make you download NACHA files and upload them to banking portals, we handle the complexity behind the scenes. Create end-to-end payments, without the back-and-forth. [Learn More](https://charted.com/ap-automation-suite/payment-automation/) ![](https://charted.com/wp-content/uploads/2025/08/ach-Execute-32x27.webp "ach-Execute - Charted") ![](https://charted.com/wp-content/uploads/2025/08/ach-Connect-32x27.webp "ach-Connect - Charted") ![](https://charted.com/wp-content/uploads/2025/08/ach-Onboard-32x27.webp "ach-Onboard - Charted") ![](https://charted.com/wp-content/uploads/2025/08/ach-Approve-32x27.webp "ach-Approve - Charted") ![](https://charted.com/wp-content/uploads/2025/08/ach-Execute-32x27.webp "ach-Execute - Charted") What’s included ## Automation without compromise Eliminate payment security risks Eliminate the security risks and manual effort of creating, downloading, and uploading vulnerable NACHA text files that can be manipulated or corrupted. Charted handles all banking partner relationships and technical complexity behind the scenes. ![](https://charted.com/wp-content/uploads/2025/08/acf-eliminate-payment-security-32x27.webp "acf-eliminate-payment-security - Charted") Bring your own bank (without vendor lock-in) Unlike solutions that force specific banking relationships or require you to change how you bank, our approach works with any US business bank account. Keep your existing relationships, your negotiated rates, and your established processes, while adding powerful automation. ![](https://charted.com/wp-content/uploads/2025/08/ach-bring-your-own-bank-32x27.webp "ach-bring-your-own-bank - Charted") International payments without the international headaches Pay vendors in 160+ countries through IACH with competitive FX rates—all from within NetSuite. No separate international payment platforms, no manual wire transfer processes, no fragmented vendor experiences across domestic and global payments. [Learn More](https://charted.com/ap-automation-suite/international-payments/) ![](https://charted.com/wp-content/uploads/2025/08/ach-international-payments-32x27.webp "ach-international-payments - Charted") Built-in fraud protection Two-factor authentication for vendor onboarding, encrypted data transmission, and elimination of business email compromise risks from collecting bank details over email. We don’t just add security features—we eliminate the fraud vulnerabilities that other solutions create. ![](https://charted.com/wp-content/uploads/2025/08/ach-build-in-fraud-protection-32x27.webp "ach-build-in-fraud-protection - Charted") Real-time visibility (not real-time guesswork) Track payment status and reconcile automatically using NetSuite’s Bank Match Data. Transaction IDs and ACH IDs seamlessly connect payment batches to bank statements. Skip the guesswork. Trust your numbers. ![](https://charted.com/wp-content/uploads/2025/08/ach-real-time-visibility-32x27.webp "ach-real-time-visibility - Charted") ## Customer success story ![](https://charted.com/wp-content/uploads/2025/08/affina-therapeutics-logo-light-32x7.webp "affina-therapeutics-logo-light - Charted") Affinia Therapeutics achieved an 80% boost in efficiency with Charted by automating everything from bill capture to payment processing. [Read the Full Story](https://charted.com/case-study/affinia-therapeutics/) “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 ![](https://charted.com/wp-content/uploads/2025/08/pexels-ivan-samkov-9629716-1-32x32.webp "pexels-ivan-samkov-9629716 1 - Charted") For your team ## Less admin. More ambition. Transform manual payment processes into strategic cash flow management across your entire finance organization. CFO Stop bleeding money on manual payment processes. Reduce processing costs while gaining real-time cash flow visibility that supports better financial decisions. Payment automation shouldn’t require changing banks or adding complexity—it should solve those problems for you. [Learn More](https://charted.com/ap-automation-suite/cfo/) ![](https://charted.com/wp-content/uploads/2025/08/cfo-32x27.webp "cfo - Charted") Controller End the NACHA file nightmare and streamline reconciliation with native NetSuite integration. Get complete audit trails without the security risks of manual file handling. Your numbers stay accurate, your auditors stay happy, and you stay sane. [Learn More](https://charted.com/ap-automation-suite/controllers/) ![](https://charted.com/wp-content/uploads/2025/08/controller-32x27.webp "controller - Charted") AP Professional Transform your role from payment processor to strategic partner. Spend less time babysitting banking portals and more time optimizing vendor relationships and cash flow. When payments work seamlessly, you can focus on work that drives the business forward. [Learn More](https://charted.com/ap-automation-suite/ap-professional/) ![](https://charted.com/wp-content/uploads/2025/08/ap-professional-32x27.webp "ap-professional - Charted") CIO Deploy enterprise-grade payment automation without the enterprise headaches. No integrations that break, no external systems to secure, no middleware to maintain. Charted is built directly on NetSuite’s architecture—because your data should have a permanent home. [Learn More](https://charted.com/ap-automation-suite/cio/) ![](https://charted.com/wp-content/uploads/2025/08/cio-32x27.webp "cio - Charted") NetSuite Admin Implement comprehensive payment automation with zero maintenance burden. Native NetSuite architecture means seamless updates, zero integration issues, and no additional systems for your team to support. Automation that actually reduces your workload. [Learn More](https://charted.com/ap-automation-suite/netsuite-admin/) ![](https://charted.com/wp-content/uploads/2025/08/netsuite-admin-32x27.webp "netsuite-admin - Charted") ![](https://charted.com/wp-content/uploads/2025/08/cfo-32x27.webp "cfo - Charted") ![](https://charted.com/wp-content/uploads/2025/08/controller-32x27.webp "controller - Charted") ![](https://charted.com/wp-content/uploads/2025/08/ap-professional-32x27.webp "ap-professional - Charted") ![](https://charted.com/wp-content/uploads/2025/08/cio-32x27.webp "cio - Charted") ![](https://charted.com/wp-content/uploads/2025/08/netsuite-admin-32x27.webp "netsuite-admin - Charted") ## Frequently asked questions Can I initiate ACH payments directly from NetSuite? Yes. Since Charted is NetSuite-native, payments are initiated, approved, and tracked entirely within NetSuite. No external banking portals, no system-switching, no context loss. Just streamlined payments where your data already lives. Does Charted support batch ACH payments to multiple vendors? Absolutely. With Charted you can select multiple vendor payments and release them as a single batch while maintaining individual tracking and vendor notifications. Implement efficiency without losing control or visibility. How are vendor bank details securely stored and managed? Vendor bank details are kept secure through two-factor authenticated onboarding links with industry-leading encryption. With Charted, there is no external data storage risks, no vulnerable spreadsheets, no email and based bank detail collection. Can I set payment limits or approval rules for ACH payments? Yes, with sophisticated approval workflows based on amounts, departments, or custom criteria. Approvers can review and approve directly from email without NetSuite licenses—stop forcing approval bottlenecks to minimize licensing costs. Are ACH payments automatically reconciled in NetSuite? Payments made with Charted ACH are seamlessly integrated via NetSuite’s Bank Match Data. Transaction IDs and ACH IDs automatically connect payment batches to bank statements, dramatically reducing manual reconciliation work. How is sensitive bank and payment data protected? Through multiple security layers including two-factor authentication, encrypted transmission and storage, and elimination of vulnerable NACHA files that can be manipulated. We don’t just add security—we remove security risks that other solutions create. Is Charted ACH software compliant with NACHA rules and regulations? Yes, Charted is fully compliant through our banking partner relationships. We handle all regulatory requirements behind the scenes so you don’t have to become a NACHA expert to send secure payments. Does the system provide audit trails for all ACH transactions? Complete audit trails are automatically maintained within NetSuite for every payment, approval, and status change. Audit-ready documentation, without the anxiety of scattered records across multiple systems. ## Built to feel invisible. Designed to feel right. Our solutions follow your rhythm — reducing friction, instead of adding steps — so finance can focus on decisions, instead of detours. [Contact Us](https://charted.com/get-started/) --- ### [NetSuite Optimizations](https://charted.com/services/netsuite-optimizations/) **Published:** August 20, 2025 **Author:** bb-admin **Content:** NetSuite Optimizations # Get more from your NetSuite investment Your NetSuite environment should evolve alongside your business. Our optimization services are designed to solve inefficiencies, enhance processes, and align your system with strategic goals. With a flexible, client-first approach and deep NetSuite expertise, we deliver high-impact improvements that drive measurable results—always with a commitment to quality and success. [Let’s Talk](https://charted.com/get-started/) ![](https://charted.com/wp-content/uploads/2025/07/netsuite-optimizations-32x29.webp "netsuite-optimizations - Charted") Trusted by leading organizations including: ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") Charted implementation success ## A proven track record Zero failed implementations, ever 1,200+ services projects 98% customer retention rate, built on strong relationships and support How it works ## Optimizing NetSuite, solving real problems Health checks Comprehensive NetSuite health checks uncover inefficiencies, risks, and missed opportunities. Our team evaluates your system’s configuration, performance, and usage to provide actionable insights that drive immediate and long-term value. ![](https://charted.com/wp-content/uploads/2025/08/pexels-yankrukov-8867199-32x32.webp "pexels-yankrukov-8867199 - Charted") System improvements Get more out of your NetSuite investment by refining processes, enhancing usability, and aligning your system with evolving business needs. We focus on practical, high-impact improvements that boost efficiency and user adoption. ![](https://charted.com/wp-content/uploads/2025/08/pexels-yankrukov-8867199-32x32.webp "pexels-yankrukov-8867199 - Charted") Integration & customization development We build and maintain robust, scalable integrations, and customizations that extend NetSuite’s capabilities without compromising system integrity. Every solution developed by Charted is upgrade-safe, well-documented, and aligned with your business goals. ![](https://charted.com/wp-content/uploads/2025/08/pexels-yankrukov-8867199-32x32.webp "pexels-yankrukov-8867199 - Charted") Module deployment Whether you’re expanding into new functions or optimizing existing ones, we help you deploy NetSuite modules with precision and purpose. From Financials to Advanced Inventory, we ensure each module is configured to deliver maximum value. ![](https://charted.com/wp-content/uploads/2025/08/pexels-yankrukov-8867199-32x32.webp "pexels-yankrukov-8867199 - Charted") M&A integration We help clients through mergers, acquisitions, and divestitures by aligning NetSuite environments quickly and effectively. Invest in business continuity while enabling future scalability and compliance. ![](https://charted.com/wp-content/uploads/2025/08/pexels-yankrukov-8867199-32x32.webp "pexels-yankrukov-8867199 - Charted") Data migration Complex data migrations are managed with precision and care, ensuring accuracy with minimal disruption. Whether you’re onboarding new entities, cleaning legacy data, or transitioning from another system, we’ve got you covered. ![](https://charted.com/wp-content/uploads/2025/08/pexels-yankrukov-8867199-32x32.webp "pexels-yankrukov-8867199 - Charted") ![](https://charted.com/wp-content/uploads/2025/08/pexels-yankrukov-8867199-32x32.webp "pexels-yankrukov-8867199 - Charted") ![](https://charted.com/wp-content/uploads/2025/08/pexels-yankrukov-8867199-32x32.webp "pexels-yankrukov-8867199 - Charted") ![](https://charted.com/wp-content/uploads/2025/08/pexels-yankrukov-8867199-32x32.webp "pexels-yankrukov-8867199 - Charted") ![](https://charted.com/wp-content/uploads/2025/08/pexels-yankrukov-8867199-32x32.webp "pexels-yankrukov-8867199 - Charted") ![](https://charted.com/wp-content/uploads/2025/08/pexels-yankrukov-8867199-32x32.webp "pexels-yankrukov-8867199 - Charted") ![](https://charted.com/wp-content/uploads/2025/08/pexels-yankrukov-8867199-32x32.webp "pexels-yankrukov-8867199 - Charted") ## Customer success story ![](https://charted.com/wp-content/uploads/2025/08/syndigo_logo-light-32x6.webp "syndigo_logo-light - Charted") Charted supported Syndigo’s merger and acquisition strategy by consolidating six acquired companies into their NetSuite environment, helping expand their global footprint. [Read the Full Story](https://charted.com/case-study/syndigo/) “The Charted team helped us problem solve through many different considerations prior to bringing it all together in one system. They really worked with us to understand our current NetSuite environment and how the acquired data would contribute to our overall business processes.” Sagit Halpern Chief Financial Officer, Syndigo ![](https://charted.com/wp-content/uploads/2025/08/pexels-vlada-karpovich-7433935-1-32x32.webp "pexels-vlada-karpovich-7433935 1 - Charted") Solutions ## Everything you need for AP, built into NetSuite [Accounts Payable Overview](https://charted.com/ap-automation-suite/) Invoice AI ![](https://charted.com/wp-content/uploads/2025/08/invoice-ai_bento-32x26.webp "invoice-ai_bento - Charted") AI-powered OCR invoice processing with 95%+ accuracy. Automatically learns your coding logic and adapts to any vendor format automatically. [](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) Vendor Onboarding ![](https://charted.com/wp-content/uploads/2025/08/vendor-onboarding_bento-32x26.webp "vendor-onboarding_bento - Charted") Automated vendor setup that eliminates delays. Smart workflows turn weeks-long processes into streamlined automation that scales. [](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/) Approvals ![](https://charted.com/wp-content/uploads/2025/08/approvals-bento-32x26.webp "approvals-bento - Charted") Accelerate month-end close with intelligent accrual estimates and automated journal entries. Complete financial visibility, audit-ready reporting, all natively in NetSuite. [](https://charted.com/ap-automation-suite/approval-automation/) ACH Payments ![](https://charted.com/wp-content/uploads/2025/08/ACH-payments_bento-32x26.webp "ACH-payments_bento - Charted") Secure electronic payments using your existing bank relationships. No switching systems, no vulnerable files, no friction. [](https://charted.com/ap-automation-suite/ach-payments/) International Payments ![](https://charted.com/wp-content/uploads/2025/08/international-payments-bento-32x26.webp "international-payments-bento - Charted") Pay global vendors across 150+ currencies from NetSuite. Unified workflow reduces processing costs by up to 60%. [](https://charted.com/ap-automation-suite/international-payments/) Check Printing ![](https://charted.com/wp-content/uploads/2025/08/check-printing-bento-32x26.webp "check-printing-bento - Charted") Complete check automation within NetSuite. On-premise or outsourced options cut costs by up to 85% without integrations. [](https://charted.com/ap-automation-suite/advanced-check-printing/) 3-Way Match ![](https://charted.com/wp-content/uploads/2025/08/3-way-match_bento-32x26.webp "3-way-match_bento - Charted") Advanced validation engine compares POs, receipts, and bills automatically. Configurable tolerances with intelligent exception routing. [](https://charted.com/ap-automation-suite/real-time-3-way-match/) Document Management ![](https://charted.com/wp-content/uploads/2025/08/Document-management_bento-32x26.webp "Document-management_bento - Charted") Drag-and-drop document handling natively within NetSuite. Unlimited storage with split-screen viewing stays out of your way. [](https://charted.com/ap-automation-suite/advanced-document-management/) ![](https://charted.com/wp-content/uploads/2025/07/best-in-class-27x32.webp "best-in-class - Charted") Best-in-class NetSuite Solutions Get Started [](https://charted.com/get-started/) ## Frequently asked questions When should a company consider optimizing its NetSuite instance? Good triggers to consider optimizing NetSuite are introducing new products or revenue streams, creation of new divisions or business entities, if your team are performing business processes manually offline, organizational changes, any mergers and acquisitions (M&A) or divestiture activity, and if NetSuite isn’t working as it should. How are Charted optimization services different from a new implementation? Optimization services are for companies that are already running their business on NetSuite (i.e. live on NetSuite) and looking to improve or expand their use to achieve a business objective. A new implementation of NetSuite is when a client is not using NetSuite and looking to set up a new instance. To figure out if your NetSuite instance is a good candidate for optimization, reach out to us [here](https://charted.com/get-started/ "Get Started"). Can Charted help us improve system performance and response times? Yes, the Charted team can analyze NetSuite environments to determine areas for improvement and make recommendations to achieve increased performance and response times. We are experts at implementing technical and functional solutions to improve performance. Does Charted offer help with streamlining financial close and reporting? Definitely, the Charted team consists of NetSuite experts and former accountants who work with clients to reduce the month-end close timeline. This is accomplished via automation and process-based changes. Can Charted optimize dashboards, saved searches, and KPIs? Developing a reporting strategy is critical to ensure you get the insights you need to run your business. Our experts at Charted help clients implement dashboards, reports, KPIs and saved searches to provide real-time reporting visibility to make informed decisions. Can Charted improve approval workflows and automation? Charted offers multiple ways to improve approval workflows and automation. We can utilize NetSuite SuiteFlow, Charted [Approval Automation](https://charted.com/ap-automation-suite/approval-automation/), or we can create custom scripting for the most advanced scenarios. The preferred solution will depend entirely on individual business needs, but we support every scenario and will advise on the best solution based on the client’s needs. Does Charted help with fixing or reworking existing customizations? Often—customizations are powerful but can be incredibly complex. The Charted in-house technical team simplifies complex customizations to ensure clients are benefiting from automation without disruption. Can Charted integrate NetSuite with other systems (CRM, WMS, eCommerce, etc.)? Yes, the Charted in-house technical team builds integrations between NetSuite and external systems using a variety of methods: custom integrations using webservices (API), middleware technologies (NetSuite Integration Platform, Celigo, etc.), and pre-built connectors. Do you help extend NetSuite for new business units, subsidiaries, or products? As companies expand, Charted can set up their NetSuite instance to adapt. Whether it’s new subsidiaries or entities, revenue streams and products, business units, or other changes, we ensure NetSuite is configured to future-proof our client’s business. Can Charted assist with NetSuite OneWorld optimization? Yes, whether the business is multi-entity, multi-country, or multi-currency, our experienced consultants at Charted help clients streamline intercompany processes and consolidations. Helping organizations centralize finance and operational functions onto NetSuite. ## Charted is trusted by finance and IT teams to get NetSuite right For organizations looking for expertise that understands more than just software, speak with one of our consultants about your next NetSuite project. [Get in Touch](https://charted.com/get-started/) --- ### [NetSuite Admin](https://charted.com/ap-automation-suite/netsuite-admin/) **Published:** August 21, 2025 **Author:** bb-admin **Content:** NetSuite Admin # Zero integration overhead, maximum NetSuite value Deliver comprehensive AP automation entirely within NetSuite without creating integration overhead, performance bottlenecks, or ongoing maintenance burdens. Our certified SuiteApp solution provides end-to-end automation from vendor onboarding through payment execution without middleware or data synchronization issues. [Request a Demo](https://charted.com/get-started/) ![](https://charted.com/wp-content/uploads/2025/08/netsuite-admin-hero-32x32.webp "netsuite-admin-hero - Charted") Trusted by leading organizations including: ![](https://charted.com/wp-content/uploads/2025/07/alert-logic-dark.svg "alert-logic-dark - Charted") ![](https://charted.com/wp-content/uploads/2025/07/food-bank-dark.svg "food-bank-dark - Charted") ![](https://charted.com/wp-content/uploads/2025/07/jackpocket-dark.svg "jackpocket-dark - Charted") ![](https://charted.com/wp-content/uploads/2025/07/logmein-dark.svg "logmein-dark - Charted") ![](https://charted.com/wp-content/uploads/2025/07/ultivue-logo-dark.svg "ultivue-logo-dark - Charted") ![](https://charted.com/wp-content/uploads/2025/07/velodyne-lidar.svg "velodyne-lidar - Charted") ![](https://charted.com/wp-content/uploads/2025/07/waterford-dark.svg "waterford-dark - Charted") ![](https://charted.com/wp-content/uploads/2025/07/alert-logic-dark.svg "alert-logic-dark - Charted") ![](https://charted.com/wp-content/uploads/2025/07/food-bank-dark.svg "food-bank-dark - Charted") ![](https://charted.com/wp-content/uploads/2025/07/jackpocket-dark.svg "jackpocket-dark - Charted") ![](https://charted.com/wp-content/uploads/2025/07/logmein-dark.svg "logmein-dark - Charted") ![](https://charted.com/wp-content/uploads/2025/07/ultivue-logo-dark.svg "ultivue-logo-dark - Charted") ![](https://charted.com/wp-content/uploads/2025/07/velodyne-lidar.svg "velodyne-lidar - Charted") ![](https://charted.com/wp-content/uploads/2025/07/waterford-dark.svg "waterford-dark - Charted") ![](https://charted.com/wp-content/uploads/2025/07/alert-logic-dark.svg "alert-logic-dark - Charted") ![](https://charted.com/wp-content/uploads/2025/07/food-bank-dark.svg "food-bank-dark - Charted") ![](https://charted.com/wp-content/uploads/2025/07/jackpocket-dark.svg "jackpocket-dark - Charted") ![](https://charted.com/wp-content/uploads/2025/07/logmein-dark.svg "logmein-dark - Charted") ![](https://charted.com/wp-content/uploads/2025/07/ultivue-logo-dark.svg "ultivue-logo-dark - Charted") ![](https://charted.com/wp-content/uploads/2025/07/velodyne-lidar.svg "velodyne-lidar - Charted") ![](https://charted.com/wp-content/uploads/2025/07/waterford-dark.svg "waterford-dark - Charted") NetSuite advantage ## Why NetSuite admins choose Charted Native architecture, zero maintenance Operate entirely within NetSuite using standard objects and workflows rather than external systems requiring constant data synchronization. Eliminate the need to maintain complex integrations, troubleshoot API errors, or worry about version compatibility, by working where your data lives—inside NetSuite. ![](https://charted.com/wp-content/uploads/2025/08/netsuite-admin-native-architecture-1-32x27.webp "netsuite-admin-native-architecture - Charted") Works with your customizations Work harmoniously with your existing NetSuite customizations, workflows, and scripts without requiring disruptive modifications. Avoid the typical refactoring and environment changes needed when integrating external systems with your NetSuite instance. ![](https://charted.com/wp-content/uploads/2025/08/netsuite-admin-works-with-customizations-32x27.webp "netsuite-admin-works-with-customizations - Charted") Performance-optimized architecture Built specifically for NetSuite using SuiteScript best practices to minimize system resources while maximizing performance. Avoid the slowdowns typical of integration-heavy solutions that burden your environment. ![](https://charted.com/wp-content/uploads/2025/08/netsuite-admin-performance-32x27.webp "netsuite-admin-performance - Charted") Seamless NetSuite upgrades Automatically compatible with NetSuite updates and releases. Your AP automation evolves with your NetSuite environment without breaking changes, surprise maintenance, or performance penalties. ![](https://charted.com/wp-content/uploads/2025/08/netsuite-admin-seamless-upgrades-32x27.webp "netsuite-admin-seamless-upgrades - Charted") Stronger data security Leverage your existing NetSuite security protocols and permissions rather than introducing new system vulnerabilities. Maintain audit trails and data integrity within your established security framework. ![](https://charted.com/wp-content/uploads/2025/08/netsuite-admin-stronger-security-32x27.webp "netsuite-admin-stronger-security - Charted") ## Customer success story ![](https://charted.com/wp-content/uploads/2025/08/service-compression_logo-light-32x10.webp "service-compression_logo-light - Charted") Charted partnered with Service Compression, a rental compression company, to provide NetSuite support, resulting in significant efficiency gains and growth. [Read the Full Story](https://charted.com/case-study/service-compression/) “Transitioning to NetSuite from our previous manual ERP process was a wonderful change, especially the consolidated financials. From the growth that we’ve had, NetSuite has been able to adapt to anything we’ve thrown at it.” Doug Sneed NetSuite Administrator ![](https://charted.com/wp-content/uploads/2025/08/pexels-art-by-andia-1063290491-20545575-1-32x32.webp "pexels-art-by-andia-1063290491-20545575 1 - Charted") Charted AP Product Suite ## Get more from NetSuite with the Charted AP Automation Suite [Accounts Payable Overview](https://charted.com/ap-automation-suite/) Invoice AI ![](https://charted.com/wp-content/uploads/2025/08/invoice-ai_bento-32x26.webp "invoice-ai_bento - Charted") AI-powered OCR invoice processing with 95%+ accuracy. Automatically learns your coding logic and adapts to any vendor format automatically. [](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) Vendor Onboarding ![](https://charted.com/wp-content/uploads/2025/08/vendor-onboarding_bento-32x26.webp "vendor-onboarding_bento - Charted") Automated vendor setup that eliminates delays. Smart workflows turn weeks-long processes into streamlined automation that scales. [](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/) Approvals ![](https://charted.com/wp-content/uploads/2025/08/approvals-bento-32x26.webp "approvals-bento - Charted") Accelerate month-end close with intelligent accrual estimates and automated journal entries. Complete financial visibility, audit-ready reporting, all natively in NetSuite. [](https://charted.com/ap-automation-suite/approval-automation/) ACH Payments ![](https://charted.com/wp-content/uploads/2025/08/ACH-payments_bento-32x26.webp "ACH-payments_bento - Charted") Secure electronic payments using your existing bank relationships. No switching systems, no vulnerable files, no friction. [](https://charted.com/ap-automation-suite/ach-payments/) International Payments ![](https://charted.com/wp-content/uploads/2025/08/international-payments-bento-32x26.webp "international-payments-bento - Charted") Pay global vendors across 150+ currencies from NetSuite. Unified workflow reduces processing costs by up to 60%. [](https://charted.com/ap-automation-suite/international-payments/) Check Printing ![](https://charted.com/wp-content/uploads/2025/08/check-printing-bento-32x26.webp "check-printing-bento - Charted") Complete check automation within NetSuite. On-premise or outsourced options cut costs by up to 85% without integrations. [](https://charted.com/ap-automation-suite/advanced-check-printing/) 3-Way Match ![](https://charted.com/wp-content/uploads/2025/08/3-way-match_bento-32x26.webp "3-way-match_bento - Charted") Advanced validation engine compares POs, receipts, and bills automatically. Configurable tolerances with intelligent exception routing. [](https://charted.com/ap-automation-suite/real-time-3-way-match/) Document Management ![](https://charted.com/wp-content/uploads/2025/08/Document-management_bento-32x26.webp "Document-management_bento - Charted") Drag-and-drop document handling natively within NetSuite. Unlimited storage with split-screen viewing stays out of your way. [](https://charted.com/ap-automation-suite/advanced-document-management/) ![](https://charted.com/wp-content/uploads/2025/09/best-in-class-netsuite-solutions-5-27x32.webp "best-in-class-netsuite-solutions - Charted") Best-in-class NetSuite Solutions Get Started [](https://charted.com/get-started/) ## Frequently asked questions How does Charted AP Automation Software benefit NetSuite Admins? Charted eliminates integration maintenance headaches by operating entirely within NetSuite as a certified SuiteApp. You avoid API troubleshooting, data sync issues, and performance bottlenecks while delivering powerful AP automation that works seamlessly with your existing customizations and security protocols. Which processes can NetSuite admins automate and optimize with Charted? Charted AP Automation is built using native NetSuite objects and SuiteScript best practices; NetSuite admins are able to implement approval workflows without custom scripting and streamline user management by reducing licensing complexity. This architecture minimizes system maintenance overhead by operating entirely within NetSuite, automatically staying compatible with NetSuite updates, and preserving existing customizations without requiring environment modifications. What cost savings or efficiency gains can NetSuite Admins expect? NetSuite admins eliminate ongoing integration maintenance costs, reduce system performance issues, and avoid the typical 20-30% overhead associated with managing external AP systems. Organizations often save $5,000+ annually by eliminating NetSuite license requirements for approval workflows. Most organizations see immediate relief from support tickets and maintenance requests while delivering faster AP processing to their finance teams after implementing Charted AP Automation. What is the implementation process like for AP Automation? The implementation of Charted AP Automation is designed to minimize disruption to your daily workflow and tailored to your NetSuite needs. 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. How long does implementation of Charted typically take? 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. Do you offer training and ongoing support tailored for NetSuite Admins? Yes, the Charted support team includes NetSuite-certified professionals who understand both AP processes and NetSuite administration. We provide technical documentation, best practices guidance, and ongoing support that aligns with NetSuite release cycles—ensuring your AP automation stays optimized as your environment evolves. ## Built to feel invisible. Designed to feel right. Our solutions follow your rhythm — reducing friction, instead of adding steps — so finance can focus on decisions, instead of detours. [Contact Us](https://charted.com/get-started/) --- ### [Controllers](https://charted.com/ap-automation-suite/controllers/) **Published:** July 21, 2025 **Author:** bb-admin **Content:** Controllers # Accelerate your close with NetSuite-native AP Automation Eliminate manual invoice processing and accelerate your financial close with the only NetSuite-native AP Automation platform. Get audit-ready controls, real-time visibility, and trusted financial data with zero integration headaches. It’s end-to-end AP, audit-ready and friction-free. [Request a Demo](https://charted.com/get-started/) ![](https://charted.com/wp-content/uploads/2025/08/controller-32x27.webp "controller - Charted") Trusted by leading organizations including: ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") Controller advantage ## Why Controllers choose Charted Accelerate month-end close by days Automate invoice processing, approvals, and accruals to eliminate manual bottlenecks. Most customers cut their close cycle by three to five days while improving accuracy and reducing errors that delay reporting. ![](https://charted.com/wp-content/uploads/2025/08/controller-accelerate-32x27.webp "controller-accelerate - Charted") Scale without the sprawl Eliminate the need for additional AP staff as you scale. Automated workflows handle increased invoice volumes without proportional staffing increases, protecting your budget while supporting business growth. ![](https://charted.com/wp-content/uploads/2025/09/scale-without-the-sprawl-32x27.webp "scale-without-the-sprawl - Charted") Never leave NetSuite Built directly into NetSuite as a certified SuiteApp with the same login, same interface, same data. Eliminate reconciliation issues, sync delays, and the complexity of managing external AP systems. ![](https://charted.com/wp-content/uploads/2025/08/controller-never-leave-netsuite-32x27.webp "controller-never-leave-netsuite - Charted") Audit-ready, without anxiety Every transaction is automatically logged with timestamps, user actions, and approval history. Real-time 3-way matching and configurable workflows ensure compliance without manual tracking or reconciliation. ![](https://charted.com/wp-content/uploads/2025/08/controller-audit-ready-32x27.webp "controller-audit-ready - Charted") Real-time financial accuracy Real-time data flow within NetSuite ensures invoice information moves directly into your financial records without duplication or sync errors. Get instant visibility into AP status, cash flow, and vendor obligations with confidence in every number. ![](https://charted.com/wp-content/uploads/2025/08/controller-real-time-financial-32x27.webp "controller-real-time-financial - Charted") ## Customer success story ![](https://charted.com/wp-content/uploads/2025/08/iPa-Logo-light-32x19.webp "iPa Logo-light - Charted") IpA collaborated with Charted to implement its financial automation platform, resulting in faster invoice processing, greater approver visibility, and stronger vendor relationships. [Read the Full Story](https://charted.com/case-study/ipa/) “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 ![](https://charted.com/wp-content/uploads/2025/07/transition-case-32x32.webp "transition-case - Charted") Charted AP Product Suite ## Get more from NetSuite with the Charted AP Automation Suite [Accounts Payable Overview](https://charted.com/ap-automation-suite/) Invoice AI ![](https://charted.com/wp-content/uploads/2025/08/invoice-ai_bento-32x26.webp "invoice-ai_bento - Charted") AI-powered OCR invoice processing with 95%+ accuracy. Automatically learns your coding logic and adapts to any vendor format automatically. [](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) Vendor Onboarding ![](https://charted.com/wp-content/uploads/2025/08/vendor-onboarding_bento-32x26.webp "vendor-onboarding_bento - Charted") Automated vendor setup that eliminates delays. Smart workflows turn weeks-long processes into streamlined automation that scales. [](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/) Approvals ![](https://charted.com/wp-content/uploads/2025/08/approvals-bento-32x26.webp "approvals-bento - Charted") Accelerate month-end close with intelligent accrual estimates and automated journal entries. Complete financial visibility, audit-ready reporting, all natively in NetSuite. [](https://charted.com/ap-automation-suite/approval-automation/) ACH Payments ![](https://charted.com/wp-content/uploads/2025/08/ACH-payments_bento-32x26.webp "ACH-payments_bento - Charted") Secure electronic payments using your existing bank relationships. No switching systems, no vulnerable files, no friction. [](https://charted.com/ap-automation-suite/ach-payments/) International Payments ![](https://charted.com/wp-content/uploads/2025/08/international-payments-bento-32x26.webp "international-payments-bento - Charted") Pay global vendors across 150+ currencies from NetSuite. Unified workflow reduces processing costs by up to 60%. [](https://charted.com/ap-automation-suite/international-payments/) Check Printing ![](https://charted.com/wp-content/uploads/2025/08/check-printing-bento-32x26.webp "check-printing-bento - Charted") Complete check automation within NetSuite. On-premise or outsourced options cut costs by up to 85% without integrations. [](https://charted.com/ap-automation-suite/advanced-check-printing/) 3-Way Match ![](https://charted.com/wp-content/uploads/2025/08/3-way-match_bento-32x26.webp "3-way-match_bento - Charted") Advanced validation engine compares POs, receipts, and bills automatically. Configurable tolerances with intelligent exception routing. [](https://charted.com/ap-automation-suite/real-time-3-way-match/) Document Management ![](https://charted.com/wp-content/uploads/2025/08/Document-management_bento-32x26.webp "Document-management_bento - Charted") Drag-and-drop document handling natively within NetSuite. Unlimited storage with split-screen viewing stays out of your way. [](https://charted.com/ap-automation-suite/advanced-document-management/) ![](https://charted.com/wp-content/uploads/2025/09/best-in-class-netsuite-solutions-4-27x32.webp "best-in-class-netsuite-solutions - Charted") Best-in-class NetSuite Solutions Get Started [](https://charted.com/get-started/) ## Frequently asked questions How does Charted AP Automation Software for NetSuite benefit Controllers? 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. Which processes can Controllers automate and optimize with Charted? 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. What cost savings or efficiency gains can Controllers expect? 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. What is the implementation process like for AP Automation? 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. How long does implementation of Charted typically take? 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. Do you offer training and ongoing support tailored for Controllers? 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. Can workflows be customized without coding? 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. ## Built to feel invisible. Designed to feel right. Our solutions follow your rhythm — reducing friction, instead of adding steps — so finance can focus on decisions, instead of detours. [Contact Us](https://charted.com/get-started/) --- ### [CIO](https://charted.com/ap-automation-suite/cio/) **Published:** August 21, 2025 **Author:** bb-admin **Content:** CIO # Minimize complexity, maximize value Deliver secure AP automation entirely within NetSuite without adding integration overhead, reducing security risks, or requiring additional IT resources for strategic initiatives. Charted operates as a certified NetSuite SuiteApp, providing end-to-end AP automation, from vendor onboarding through payment execution, without middleware or data synchronization issues. [Request a Demo](https://charted.com/get-started/) ![](https://charted.com/wp-content/uploads/2025/08/cio-32x27.webp "cio - Charted") Trusted by leading organizations including: ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") Technology impact ## Why IT leaders choose Charted Integrationless architecture Operate entirely within NetSuite—no external integrations, middleware, or connectors to maintain. Eliminate technology complexity and security vulnerabilities while ensuring reliable data flows with minimal IT oversight required. ![](https://charted.com/wp-content/uploads/2025/09/Integrationless-architecture-32x27.webp "Integrationless architecture - Charted") Enterprise security without compromise Leverage your existing NetSuite security protocols and SOC 2 Type 2 compliance without exposing data to external systems. Strengthen your security posture by keeping all AP data within your controlled environment, with the potential to reduce attack surfaces by up to 90%. ![](https://charted.com/wp-content/uploads/2025/08/cio-enterprise-security-32x27.webp "cio-enterprise-security - Charted") Reduce technology overhead Eliminate the maintenance burden typically associated with AP Automation solutions. Your team won’t need to maintain additional software, manage integration points, or troubleshoot data consistency issues between systems, freeing resources for strategic initiatives. Advanced AP automation, without the IT lift. ![](https://charted.com/wp-content/uploads/2025/08/cio-reduce-technology-32x27.webp "cio-reduce-technology - Charted") Built on NetSuite expertise With nearly a decade of NetSuite development experience, Charted ensures automatic compatibility with platform updates. No version conflicts, no breaking changes, and no surprise maintenance requirements. As a certified Alliance Partner with a proven track record across hundreds of implementations, we have a 100% implementation success rate. ![](https://charted.com/wp-content/uploads/2025/08/cio-build-on-netsuite-32x27.webp "cio-build-on-netsuite - Charted") ## Customer success story ![](https://charted.com/wp-content/uploads/2025/08/petauri-logo-light-32x11.webp "petauri-logo-light - Charted") Petauri, a global pharmaceutical commercialization services platform, saves hours each week through accounts payable efficiency gains powered by Charted. [Read the Full Story](https://charted.com/case-study/petauri/) “The capabilities of Charted are very attractive. Once it connected with our respective bank accounts, our users and AP specialists would not have to leave the NetSuite interface to make payments, which was very valuable. For employees who are spending the majority of their time in NetSuite anyway, it’s more efficient to be able to mark something as paid in NetSuite and have that action actually trigger a payment to leave our bank account as opposed to having to do so in an online banking interface.” Alex Szigety VP of Finance ![](https://charted.com/wp-content/uploads/2025/09/Pillar-BioTech-Life-Sci-7@2x-32x32.webp "Pillar-BioTech-Life-Sci-7@2x - Charted") Charted AP Product Suite ## Get more from NetSuite with the Charted AP Automation Suite [Accounts Payable Overview](https://charted.com/ap-automation-suite/) Invoice AI ![](https://charted.com/wp-content/uploads/2025/08/invoice-ai_bento-32x26.webp "invoice-ai_bento - Charted") AI-powered OCR invoice processing with 95%+ accuracy. Automatically learns your coding logic and adapts to any vendor format automatically. [](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) Vendor Onboarding ![](https://charted.com/wp-content/uploads/2025/08/vendor-onboarding_bento-32x26.webp "vendor-onboarding_bento - Charted") Automated vendor setup that eliminates delays. Smart workflows turn weeks-long processes into streamlined automation that scales. [](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/) Approvals ![](https://charted.com/wp-content/uploads/2025/08/approvals-bento-32x26.webp "approvals-bento - Charted") Accelerate month-end close with intelligent accrual estimates and automated journal entries. Complete financial visibility, audit-ready reporting, all natively in NetSuite. [](https://charted.com/ap-automation-suite/approval-automation/) ACH Payments ![](https://charted.com/wp-content/uploads/2025/08/ACH-payments_bento-32x26.webp "ACH-payments_bento - Charted") Secure electronic payments using your existing bank relationships. No switching systems, no vulnerable files, no friction. [](https://charted.com/ap-automation-suite/ach-payments/) International Payments ![](https://charted.com/wp-content/uploads/2025/08/international-payments-bento-32x26.webp "international-payments-bento - Charted") Pay global vendors across 150+ currencies from NetSuite. Unified workflow reduces processing costs by up to 60%. [](https://charted.com/ap-automation-suite/international-payments/) Check Printing ![](https://charted.com/wp-content/uploads/2025/08/check-printing-bento-32x26.webp "check-printing-bento - Charted") Complete check automation within NetSuite. On-premise or outsourced options cut costs by up to 85% without integrations. [](https://charted.com/ap-automation-suite/advanced-check-printing/) 3-Way Match ![](https://charted.com/wp-content/uploads/2025/08/3-way-match_bento-32x26.webp "3-way-match_bento - Charted") Advanced validation engine compares POs, receipts, and bills automatically. Configurable tolerances with intelligent exception routing. [](https://charted.com/ap-automation-suite/real-time-3-way-match/) Document Management ![](https://charted.com/wp-content/uploads/2025/08/Document-management_bento-32x26.webp "Document-management_bento - Charted") Drag-and-drop document handling natively within NetSuite. Unlimited storage with split-screen viewing stays out of your way. [](https://charted.com/ap-automation-suite/advanced-document-management/) ![](https://charted.com/wp-content/uploads/2025/09/best-in-class-netsuite-solutions-3-27x32.webp "best-in-class-netsuite-solutions - Charted") Best-in-class NetSuite Solutions Get Started [](https://charted.com/get-started/) ## Frequently asked questions How does Charted AP Automation Software for NetSuite benefit CIOs? Charted eliminates the IT overhead typically associated with AP automation by operating entirely within NetSuite as a certified SuiteApp. This means no external integrations to maintain, no middleware to manage, and no security vulnerabilities from data exposure to third-party systems—freeing your team to focus on strategic technology initiatives. How does Charted ensure data security and compliance for enterprise organizations? Charted maintains SOC 2 Type 2 compliance and operates within your NetSuite environment, ensuring all AP data remains under your existing security controls and governance frameworks. As a GDPR-ready solution, we eliminate data privacy risks and reduce potential compliance touchpoints. Which processes can CIOs automate and optimize with Charted? CIOs can automate the complete AP workflow within NetSuite, including vendor onboarding, invoice processing with AI data capture, 3-way matching, approval routing , and payment execution with Charted AP Automation. All processes operate through NetSuite’s native security protocols without requiring additional system maintenance or integration management. What cost savings or efficiency gains can CIOs expect? Most organizations reduce IT overhead by eliminating integration maintenance, middleware licensing, and data synchronization troubleshooting after implementing Charted AP Automation. CIOs typically see reduced security risks, lower total cost of ownership, and the ability to reallocate IT resources to strategic projects rather than AP system maintenance. What is the implementation process like for AP Automation? 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. How long does implementation of Charted typically take? Customers with basic needs and fast turnaround times can implement Charted in as little as two to three weeks. 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. Our NetSuite-certified team works to ensure seamless incorporation with existing NetSuite configurations with minimal IT resource requirements. Do you offer training and ongoing support tailored for CIOs? Yes, the Charted support model is designed to minimize IT burden with NetSuite-certified experts providing technical guidance and platform optimization. We offer ongoing support that evolves with NetSuite updates, ensuring continued compatibility without requiring internal IT resources for maintenance or troubleshooting. ## Built to feel invisible. Designed to feel right. Our solutions follow your rhythm — reducing friction, instead of adding steps — so finance can focus on decisions, instead of detours. [Contact Us](https://charted.com/get-started/) --- ### [CFO](https://charted.com/ap-automation-suite/cfo/) **Published:** August 21, 2025 **Author:** bb-admin **Content:** CFO # Complete AP automation, entirely within NetSuite Transform accounts payable from a cost center into a strategic asset. Reduce processing costs by up to 60–80%, accelerate financial close, and strengthen controls, while eliminating integration complexity. [Request a Demo](https://charted.com/get-started/) ![](https://charted.com/wp-content/uploads/2025/09/cfo-hero-image-32x27.webp "cfo-hero-image - Charted") Trusted by leading organizations including: ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") CFO advantage ## Why CFOs choose Charted Maximize ROI while minimizing disruptions Unlike solutions that require ongoing integration maintenance and have hidden costs, Charted delivers measurable results within months. Most customers see 150% ROI in the first year through reduced processing costs and improved efficiency. ![](https://charted.com/wp-content/uploads/2025/08/cfo-maximize-roi-32x27.webp "cfo-maximize-roi - Charted") Financial resilience through automation Strengthen your organization’s ability to handle growth, market volatility, and operational changes without adding finance headcount or increasing compliance risk. Automated processes scale with your business needs. ![](https://charted.com/wp-content/uploads/2025/09/financial-resilience-32x27.webp "financial-resilience - Charted") Turn financial complexity into clarity Move beyond transaction processing to data-driven financial leadership. Automated AP operations free your team to focus on forecasting, analysis, and strategic decision-making that drives business growth. ![](https://charted.com/wp-content/uploads/2025/08/cfo-turn-financial-into-clarity-32x27.webp "cfo-turn-financial-into-clarity - Charted") Enterprise-grade controls and data you can trust Real-time visibility, automated three-way matching, and comprehensive audit trails ensure compliance while reducing month-end close time by multiple days. Enhanced financial controls reduce audit risk and improve reporting accuracy without additional IT overhead. ![](https://charted.com/wp-content/uploads/2025/08/cfo-enterprise-grade-32x27.webp "cfo-enterprise-grade - Charted") ## Customer success story ![](https://charted.com/wp-content/uploads/2025/08/Matter-logo-light-32x7.webp "Matter-logo-light - Charted") A personalized business and NetSuite assessment drove Charted to recommend process improvements, integrations, customizations, and data migration. Matter Surfaces was empowered to make informed decisions to maximize NetSuite ROI and minimize disruption. [Read the Full Story](https://charted.com/case-study/matter-surfaces/) “NetSuite highlights where mistakes are happening in real time. With transparent data, we’re able to pivot much more quickly so we can catch errors before they spiral into real problems. The system is having a very positive impact on the business.” Lynn Druan Chief Financial Officer, Matter Surfaces ![](https://charted.com/wp-content/uploads/2025/08/Bolon_Botanic_Level3_01-1-32x32.webp "Bolon_Botanic_Level3_01 1 - Charted") Charted AP Product Suite ## Get more from NetSuite with the Charted AP Automation Suite [Accounts Payable Overview](https://charted.com/ap-automation-suite/) Invoice AI ![](https://charted.com/wp-content/uploads/2025/08/invoice-ai_bento-32x26.webp "invoice-ai_bento - Charted") AI-powered OCR invoice processing with 95%+ accuracy. Automatically learns your coding logic and adapts to any vendor format automatically. [](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) Vendor Onboarding ![](https://charted.com/wp-content/uploads/2025/08/vendor-onboarding_bento-32x26.webp "vendor-onboarding_bento - Charted") Automated vendor setup that eliminates delays. Smart workflows turn weeks-long processes into streamlined automation that scales. [](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/) Approvals ![](https://charted.com/wp-content/uploads/2025/08/approvals-bento-32x26.webp "approvals-bento - Charted") Accelerate month-end close with intelligent accrual estimates and automated journal entries. Complete financial visibility, audit-ready reporting, all natively in NetSuite. [](https://charted.com/ap-automation-suite/approval-automation/) ACH Payments ![](https://charted.com/wp-content/uploads/2025/08/ACH-payments_bento-32x26.webp "ACH-payments_bento - Charted") Secure electronic payments using your existing bank relationships. No switching systems, no vulnerable files, no friction. [](https://charted.com/ap-automation-suite/ach-payments/) International Payments ![](https://charted.com/wp-content/uploads/2025/08/international-payments-bento-32x26.webp "international-payments-bento - Charted") Pay global vendors across 150+ currencies from NetSuite. Unified workflow reduces processing costs by up to 60%. [](https://charted.com/ap-automation-suite/international-payments/) Check Printing ![](https://charted.com/wp-content/uploads/2025/08/check-printing-bento-32x26.webp "check-printing-bento - Charted") Complete check automation within NetSuite. On-premise or outsourced options cut costs by up to 85% without integrations. [](https://charted.com/ap-automation-suite/advanced-check-printing/) 3-Way Match ![](https://charted.com/wp-content/uploads/2025/08/3-way-match_bento-32x26.webp "3-way-match_bento - Charted") Advanced validation engine compares POs, receipts, and bills automatically. Configurable tolerances with intelligent exception routing. [](https://charted.com/ap-automation-suite/real-time-3-way-match/) Document Management ![](https://charted.com/wp-content/uploads/2025/08/Document-management_bento-32x26.webp "Document-management_bento - Charted") Drag-and-drop document handling natively within NetSuite. Unlimited storage with split-screen viewing stays out of your way. [](https://charted.com/ap-automation-suite/advanced-document-management/) ![](https://charted.com/wp-content/uploads/2025/09/best-in-class-netsuite-solutions-2-27x32.webp "best-in-class-netsuite-solutions - Charted") Best-in-class NetSuite Solutions Get Started [](https://charted.com/get-started/) ## Frequently asked questions How does Charted AP Automation Software for NetSuite benefit CFOs? Charted transforms AP from a cost center into a strategic asset, delivering up to 60–80% reduction in processing costs while accelerating financial close by multiple days. Built entirely within NetSuite, it eliminates integration risks and provides real-time financial visibility without IT overhead. Which processes can CFOs automate and optimize with Charted? CFOs can automate end-to-end AP operations including [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/ "Invoice AI") for data capture, automated approval workflows, three-way matching, global payment processing, and vendor onboarding. The Charted platform provides comprehensive audit trails and real-time accrual estimates for enhanced financial control. What cost savings or efficiency gains can CFOs expect? Most CFOs see 150% ROI within the first year of implementing Charted AP Automation through reduced manual processing costs, elimination of reconciliation errors, and the ability to scale operations without adding headcount. Organizations typically save multiple days on their close cycle while strengthening financial controls. What is the implementation process like for AP Automation? The implementation of Charted AP Automation is designed around your specific AP requirements and tailored to your NetSuite needs. 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. How long does implementation of Charted typically take? 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. Do you offer training and ongoing support tailored for CFOs? Yes, the NetSuite-certified experts at Charted provide executive-level implementation support focused on financial controls, compliance, and strategic value realization. We offer ongoing optimization guidance to ensure maximum ROI and operational excellence beyond initial deployment. ## Built to feel invisible. Designed to feel right. Our solutions follow your rhythm — reducing friction, instead of adding steps — so finance can focus on decisions, instead of detours. [Contact Us](https://charted.com/get-started/) --- ### [AP Professional](https://charted.com/ap-automation-suite/ap-professional/) **Published:** August 21, 2025 **Author:** bb-admin **Content:** AP Professional # End-to-end AP, without the back-and-forth Eliminate tedious data entry and streamline your entire AP workflow—from invoice capture to approvals, payments, and accruals—all within your familiar NetSuite environment. No new systems to learn, no switching between platforms, just smarter workflows that give you time back. [Request a Demo](https://charted.com/get-started/) ![](https://charted.com/wp-content/uploads/2025/08/ap-professional-32x27.webp "ap-professional - Charted") Trusted by leading organizations including: ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") Beyond transaction processing ## Why AP Professionals love Charted Reclaim hours every week Automate invoice data capture and eliminate repetitive typing with AI that learns your vendors and coding patterns. Spend less time on data entry and more time on vendor relationships, process improvements, and work that drives real impact. ![](https://charted.com/wp-content/uploads/2025/08/ap-professional-reclaim-hours-32x27.webp "ap-professional-reclaim-hours - Charted") Everything in one place Process invoices, track approvals, manage vendors, and handle payments, all without leaving NetSuite. No more toggling between systems or losing context. Everything you need stays organized and accessible in your familiar workspace. ![](https://charted.com/wp-content/uploads/2025/08/ap-professional-everything-in-one-place-32x27.webp "ap-professional-everything-in-one-place - Charted") Faster month-end with fewer errors Streamline accruals and close processes with automated workflows that replace manual tracking and follow-ups. Get real-time visibility into approval status and invoice processing, turning month-end chaos into a manageable routine. ![](https://charted.com/wp-content/uploads/2025/08/ap-professional-faster-month-end-32x27.webp "ap-professional-faster-month-end - Charted") Error reduction you can count on Advanced three-way matching and automated validation catch discrepancies before they become problems. Spend less time fixing mistakes and more time on strategic work that showcases your expertise. ![](https://charted.com/wp-content/uploads/2025/08/ap-professional-error-reduction-32x27.webp "ap-professional-error-reduction - Charted") Career development through efficiency When routine tasks are automated, you gain capacity for vendor analysis, process optimization, and cross-functional collaboration. Increase your value as a strategic contributor, not just a transaction processor. ![](https://charted.com/wp-content/uploads/2025/08/ap-professional-career-development-32x27.webp "ap-professional-career-development - Charted") ## Customer success story ![](https://charted.com/wp-content/uploads/2025/08/east-west-partners-logo-light-32x3.webp "east-west-partners-logo-light - Charted") Real estate development firm East West Partners reduced invoice processing times by 70% and streamlined their check printing process with Charted [Read the Full Story](https://charted.com/case-study/east-west-partners/) “One thing we’ve appreciated about Charted is that they understood who we were and what we were able to do from a technology standpoint, which really helped us in the learning process. They provided detailed information that helped everyone grasp how the solution would work.” Eric Symons Accounting Manager ![](https://charted.com/wp-content/uploads/2025/07/pexels-mantasink-1106476-1-32x29.webp "pexels-mantasink-1106476 1 - Charted") Charted AP Product Suite ## Get More from NetSuite with the Charted AP Automation Suite [Accounts Payable Overview](https://charted.com/ap-automation-suite/) Invoice AI ![](https://charted.com/wp-content/uploads/2025/08/invoice-ai_bento-32x26.webp "invoice-ai_bento - Charted") AI-powered OCR invoice processing with 95%+ accuracy. Automatically learns your coding logic and adapts to any vendor format automatically. [](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) Vendor Onboarding ![](https://charted.com/wp-content/uploads/2025/08/vendor-onboarding_bento-32x26.webp "vendor-onboarding_bento - Charted") Automated vendor setup that eliminates delays. Smart workflows turn weeks-long processes into streamlined automation that scales. [](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/) Approvals ![](https://charted.com/wp-content/uploads/2025/08/approvals-bento-32x26.webp "approvals-bento - Charted") Accelerate month-end close with intelligent accrual estimates and automated journal entries. Complete financial visibility, audit-ready reporting, all natively in NetSuite. [](https://charted.com/ap-automation-suite/approval-automation/) ACH Payments ![](https://charted.com/wp-content/uploads/2025/08/ACH-payments_bento-32x26.webp "ACH-payments_bento - Charted") Secure electronic payments using your existing bank relationships. No switching systems, no vulnerable files, no friction. [](https://charted.com/ap-automation-suite/ach-payments/) International Payments ![](https://charted.com/wp-content/uploads/2025/08/international-payments-bento-32x26.webp "international-payments-bento - Charted") Pay global vendors across 150+ currencies from NetSuite. Unified workflow reduces processing costs by up to 60%. [](https://charted.com/ap-automation-suite/international-payments/) Check Printing ![](https://charted.com/wp-content/uploads/2025/08/check-printing-bento-32x26.webp "check-printing-bento - Charted") Complete check automation within NetSuite. On-premise or outsourced options cut costs by up to 85% without integrations. [](https://charted.com/ap-automation-suite/advanced-check-printing/) 3-Way Match ![](https://charted.com/wp-content/uploads/2025/08/3-way-match_bento-32x26.webp "3-way-match_bento - Charted") Advanced validation engine compares POs, receipts, and bills automatically. Configurable tolerances with intelligent exception routing. [](https://charted.com/ap-automation-suite/real-time-3-way-match/) Document Management ![](https://charted.com/wp-content/uploads/2025/08/Document-management_bento-32x26.webp "Document-management_bento - Charted") Drag-and-drop document handling natively within NetSuite. Unlimited storage with split-screen viewing stays out of your way. [](https://charted.com/ap-automation-suite/advanced-document-management/) ![](https://charted.com/wp-content/uploads/2025/09/best-in-class-netsuite-solutions-1-27x32.webp "best-in-class-netsuite-solutions - Charted") Best-in-class NetSuite Solutions Get Started [](https://charted.com/get-started/) ## Frequently asked questions How does Charted AP Automation Software for NetSuite benefit AP professionals? Charted eliminates repetitive data entry and manual invoice processing, freeing up hours each week for higher-value work like vendor relationship management and process optimization. Built directly into NetSuite, it streamlines your entire workflow without requiring you to learn new systems or switch between platforms. Which processes can AP professionals automate and optimize with Charted? AP professionals can automate invoice data capture with AI, streamline approval workflows, implement automated three-way matching, and generate real-time accrual estimates with Charted AP Automation. The Charted platform also automates vendor onboarding, payment processing, and provides comprehensive audit trails—all within your familiar NetSuite environment. What cost savings or efficiency gains can AP professionals expect? Most AP professionals save 15-20 hours per week through automated invoice processing and reduced manual data entry with Charted AP Automation. You’ll also see fewer errors requiring cleanup, faster vendor payments, and more time available for strategic initiatives that advance your career. What is the implementation process like for AP Automation? The implementation of Charted AP Automation is designed to minimize disruption to your daily workflow and tailored to your NetSuite needs. 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. How long does implementation of Charted typically take? 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. Do you offer training and ongoing support tailored for AP professionals? Yes, our NetSuite-certified experts at Charted provide hands-on training focused on daily AP operations and best practices. We offer ongoing support that prioritizes your workflow efficiency, ensuring you maximize the platform’s value for streamlined invoice processing and vendor management. ## Built to feel invisible. Designed to feel right. Our solutions follow your rhythm — reducing friction, instead of adding steps — so finance can focus on decisions, instead of detours. [Contact Us](https://charted.com/get-started/) --- ### [Partner Lead Registration](https://charted.com/partners-register-your-lead/) **Published:** July 25, 2025 **Author:** bb-admin **Content:** # Register a lead Contact us via the form below and we’ll be in touch in less than 24 hours. --- ### [Partner Accord Program](https://charted.com/partner-accord/) **Published:** July 25, 2025 **Author:** bb-admin **Content:** # Partner Accord Program The Partner Accord program at Charted enables NetSuite ecosystem partners to offer best-in-class AP Automation solutions to their clients. As a NetSuite-native AP Automation Suite, we enhance the value of NetSuite in sales cycles while creating a competitive advantage and new revenue streams for partners. We’re a long-term ally for our partners, with a program designed to grow together. We stay close and solve problems, driving partnership with a purpose. [Register a Lead](https://charted.com/partners-register-your-lead/) [Learn More](#about) ![](https://charted.com/wp-content/uploads/2025/07/pexels-vlada-karpovich-7433846-32x32.webp "pexels-vlada-karpovich-7433846 - Charted") ### We know NetSuite As an established NetSuite Alliance and SDN Partner with almost a decade of experience, the Charted team has collaborated with all types of partners, including other consultancies and resellers to technology providers and accounting and advisory firms. Whatever your specialty is in the NetSuite ecosystem, we’re here to support you and your customers every step of the way. When you join the Charted Partner Accord Program, you’ll be paired with a dedicated Partner Manager to assist with sales and marketing initiatives, as well as a Partner Success Manager to support technical questions and ensure seamless implementations. Our support doesn’t stop at go-live; we’re committed to driving mutual success with solutions shaped around your priorities. ### About the Partner Accord Program Customer-first consulting for NetSuite Charted is a customer-first organization, combining deep ERP expertise with the only AP platform that never makes you leave NetSuite. Partnering with Charted is an investment in your customers’ future—friction-free automation, real-time visibility, and consulting you can count on. All-in AP Automation Stay ahead of your competitors by expanding your offerings to include the most advanced end-to-end AP Automation solution, built where finance lives—directly in NetSuite. With access to our partner team, marketing, and technical resources, your customers will have all the stability of NetSuite alongside streamlined accounts payable, from start to finish. Expertise you can grow with Boost your business and grow your revenue with the Charted Partner Accord Program. Gain greater market exposure through co-selling and co-marketing opportunities, including joint webinars, in-person events, social media campaigns and more. ### Choose the level that’s right for you Referral Advocate Strategic Subscription (ARR) Compensation Dedicated Channel Manager Co-Marketing Opportunities Logo on Website Executive Sponsorship Implementation Enablement \* \*This is for a select few. Please speak to your partner manager to learn more about qualifying for the implementation program. ### Ready to partner with Charted? ## Have a customer interested in Charted products? As an existing partner, you can register your customer today to get started! [Register Your Lead](https://charted.com/partners-register-your-lead/) --- ### [Privacy Policy](https://charted.com/privacy-policy/) **Published:** June 30, 2025 **Author:** bb-admin **Content:** # Charted Privacy Policy Last revised and effective as of: October 1, 2025 This Privacy Policy applies to information collected by Charted, Inc. (“Charted” “we” or “us” or “our”) including through your use of the Charted website at [www.charted.com](http://charted.com) and any subdomains thereof (the “Site”) and the services, features, and information available on the Site and/or any mobile applications we may offer (together with the Site, along with associated and successor websites, applications, features, information, and services, or any part thereof, the “Service”). As used herein: (a) “you” and “your” mean a user of the Service; (b) “GDPR” means the General Data Protection Regulation (EU) 2016/679; (c) “UK Data Protection Laws” means the UK GDPR and the UK’s Data Protection Act 2018 (“UK DPA 2018”); (d) “UK GDPR” means the UK equivalent of the GDPR, as defined in section 3(10) (and as supplemented by section 205(4)) of the UK DPA 2018; (e) “European Data Protection Laws” means the GDPR and/or UK Data Protection Laws, in each case to the extent applicable; and (f) the terms “using” and “processing” information include using cookies on a computer, subjecting the information to statistical or other analysis and using or handling information in any way, including, but not limited to collecting, storing, evaluating, modifying, deleting, using, combining, disclosing and transferring information within Charted or among our affiliates within the United States or internationally. If an organization with which you are associated (an “Organization”) signs up to use our services, we may receive information about you in connection with our provision of such services to your Organization. To the extent we process that information solely in order to provide such services to your Organization, we will act as a processor on behalf of your Organization in respect of that information, which means: we will handle that information solely at the direction of your Organization; your Organization’s privacy policy (and not this Privacy Policy) will apply to the processing of that information; and your Organization (and not us) is responsible for obtaining all necessary consents and providing you with all requisite information as required by applicable law. To the extent we process your information for any other lawful business purpose of ours, this Privacy Policy will apply to the processing of such information. **This Privacy Policy serves to notify you of the following:** 1. [**What information about me is collected?**](#what-information-about-me-is-collected) 2. [**Where and when is information collected (including through the use of cookies and action tags)?**](#where-and-when-is-information-collected-including-through-the-use-of-cookies-and-action-tags) 3. [**Does Charted collect information from children under 13 years of age?**](#does-charted-collect-information-from-children-under-13-years-of-age) 4. [**What does Charted do with the information it collects?**](#what-does-charted-do-with-the-information-it-collects) 5. [**When does Charted disclose information to third parties?**](#when-does-charted-disclose-information-to-third-parties) 6. [**Does this Privacy Policy apply when I link to other websites or services?**](#does-this-privacy-policy-apply-when-i-link-to-other-websites-or-services) 7. [**Is the information collected through the service secure?**](#is-the-information-collected-through-the-service-secure) 8. [**Could my information be transferred to other countries?**](#could-my-information-be-transferred-to-other-countries) 9. [**For how long will my information be kept?**](#for-how-long-will-my-information-be-kept) 10. [**What choices do I have regarding my information?**](#what-choices-do-i-have-regarding-my-information) 11. [**How will I know if there are any changes to this Privacy Policy?**](#how-will-i-know-if-there-are-any-changes-to-this-privacy-policy) 12. [**Who do I contact if I have any privacy questions?**](#who-do-i-contact-if-i-have-any-privacy-questions) ### **1. What information about me is collected?** In connection with your use of the Service, we may collect information about you. Such information may include your name, address, e-mail address, title, company name, company URL, company state, telephone number, product you are interested in, and any other information you choose to provide to us. Additionally, our Outside Contractor (as defined below) that is responsible for billing and payment processing services (the “Payment Services Provider”) may collect your billing and credit card information from you directly in order to process payments you make to us. And, for Anti-Money Laundering (“AML”) and Know-Your-Customer (“KYC”) screening purposes only, we may collect your date of birth, social security number, and images of personal identification documents (e.g., driver’s license or passport). We may also collect demographic information, browser types, unique device identifiers, device types, requested URL, referring URL, browser language, the pages you view, the date and time of your visit, domain names, and statistical data involving the use of the Service. To the extent any such information can be used to identify you or can be tied to you in an identifiable manner, such information amounts to ‘personal data’ for the purposes of and as defined in the European Data Protection Laws (to the extent applicable). ### **2. Where and when is information collected (including through the use of cookies and action tags)?** **2.1 General Sources** We may obtain your information in the following ways: - We will collect information that you submit to us*;* - From third parties providing credit and debit card authorization and fraud screening services as part of your use of the Service*;* - If you identify yourself to us by communicating with us including by sending us an e-mail with questions or comments*; and* - From third-party sources, including lead generation services. **2.2 Registering to Use the Service and in the Course of Using the Service.** You may be required to establish an account in order to take advantage of certain features of the Service. If so, if you wish to establish an account you will be required to provide us with information such as name, address, and e-mail address, and including credit card and billing information directly to the Payment Services Provider. In addition, for Anti-Money Laundering (AML) and Know-Your-Customer (KYC) screening purposes only, we may collect your date of birth, social security number, and images of personal identification documents (e.g., driver’s license or passport). Also, we will have access to any information that you choose to share through the Service. **2.3 Cookies and Action Tags.** We may collect information passively using “cookies” and “action tags.” “Cookies” are small text files that can be placed on your computer or mobile device in order to identify your web browser and the activities of your computer on the Service and other websites. Cookies can be used to personalize your experience on the Service (such as dynamically generating content on webpages specifically designed for you), to assist you in using the Service (such as saving time by not having to reenter your name each time you use the Service), to allow us to statistically monitor how you are using the Service to help us improve our offerings, and to target certain advertisements to your browser which may be of interest to you or to determine the popularity of certain content. Generally, we employ two kinds of cookies: (1) Necessary Cookies and (2) Marketing and Performance Cookies. The Service cannot function properly without Necessary Cookies. Accordingly, these cookies cannot be disabled. Use of Necessary Cookies is required in order for us to make the Service available to you, and for this reason, these Necessary Cookies do not require your consent. Marketing and Performance Cookies are used for analysis, as well as to provide personalized content and/or services to you. Information supplied by these cookies helps us to understand visitor and user preferences and how our Service is used, enabling us to continually improve the Service. You can find more information about the individual cookies we use and the purposes for which we use them in the table below: **Cookie****Purpose and Type of Cookie**WordPressNecessaryWP EngineNecessaryYouTubeMarketingHubSpotNecessary, MarketingComplianzNecessaryLinkedInMarketingZoomInfoMarketing In addition to cookies that we may place on your computer or mobile device, cookies might also be placed on your computer or mobile device by third parties that we use to provide analytics-related services. In the course of providing analytics-related services, such third-party analytics service providers could place or recognize unique cookies on your browser. You do not have to accept cookies to use the Service. Although most browsers are initially set to accept cookies, you may reset your browser to notify you when you receive a cookie or to reject cookies generally. Most browsers offer instructions on how to do so in the “Help” section of the toolbar. However, if you reject cookies, certain features or resources of the Service may not work properly or at all and you may experience some loss of convenience. For the avoidance of doubt, the Service uses third-party service platforms (including to help analyze how users use the Service). These third-party service platforms may place cookies on your computer or mobile device. If you would like to disable “third party” cookies, you may be able to turn them off by going to the third party’s website. **Here are links to the main third-party platforms we use:** “Action tags,” also known as web beacons or gif tags, are a web technology used to help track website usage information, such as how many times a specific page has been viewed. Action tags are invisible to you, and any portion of the Service, including e-mail sent on our behalf, may contain action tags. By using cookies and action tags together, we can gain valuable information to improve the Service and measure the effectiveness of our marketing campaigns. We may also combine information collected from cookies with information that you may provide, such as information provided in a form that you complete. Information collected from some cookies placed on the website is used to deliver advertisements to Site visitors when such visitors are visiting other websites, including Facebook and LinkedIn. Note that information collected from cookies and other similar technologies (which may include device identifiers) may be used to send you online advertising for the Service. In particular, information collected from cookies (including cookies placed by third-party vendors, such as Google and its partners) and other similar technologies (which may include device identifiers) may be used to deliver advertisements to users of our Service when such users are using other websites, including Facebook, LinkedIn, and YouTube. These third-party vendors may use cookies and/or device identifiers to serve ads based on your past usage to our Service. You may opt out of a third-party vendor’s use of cookies and/or device identifiers for personalized advertising by visiting [**https://thenai.org/opt-out/**](https://thenai.org/opt-out/). Finally, you should be aware that third parties may use their own cookies or action tags when you click on a link to their websites or services on or from the Service. This Privacy Policy does not govern the use of cookies or action tags or the use of your information by such third-party websites or services. **2.4 Log Files.** We also collect information through our Internet log files, which record data such as user IP addresses, browser types, domain names, and other anonymous statistical data involving the use of the Service. This information may be used to analyze trends, to administer the Service, to monitor the use of the Service, and to gather general demographic information. We may link this information to other information about you for these and other purposes such as personalizing your experience on the Service and evaluating the Service in general. ### **3. Does Charted collect information from children under 13 years of age?** We are committed to protecting the privacy of children. The Service is not designed for or directed to children under the age of 13. We do not collect information from any person we actually know is under the age of 13. ### **4. What does Charted do with the information it collects?** Pursuant to the European Data Protection Laws, legal bases for our processing your information may include (without limitation): 1. where you have given consent to the processing, which consent may be withdrawn at any time without affecting the lawfulness of processing based on consent prior to withdrawal; 2. where you have given consent to the processing, which consent may be withdrawn at any time without affecting the lawfulness of processing based on consent prior to withdrawal; 3. where it is necessary for us to comply with a legal obligation to which we are subject; and/or 4. where it is necessary for the purposes of our legitimate interests (or those of a third party) in providing, improving, or marketing the Service and your interests or fundamental rights and freedoms do not override those legitimate interests. We use the information collected to provide the Service to you and process your transactions, to help us understand who uses the Service, for internal operations such as operating and improving the Service, to contact you for customer service and billing purposes, and to facilitate the delivery of analytics. We may also process your information when we believe it is necessary or appropriate for AML and KYC screening purposes and to comply with applicable laws, lawful requests, and legal process (including to meet national security or law enforcement requirements), such as to respond to subpoenas or requests from government authorities. We may use your information to send you a welcoming e-mail that may confirm your user name and password. Unless you opt out (to the extent permitted by applicable law), we and third parties acting on our behalf may subsequently send you electronic newsletters, contact you about the Service, products, services, information and news that may be of interest to you, and provide you with targeted feedback. If you no longer desire to receive these communications, we will provide you with the option to change your preferences in each communication we send to you. You may also inform us by email to: privacy@charted.com. If you identify yourself to us by sending us an e-mail with questions or comments, we may use your information to respond to your questions or comments, and we may file your questions or comments (with your information) for future reference. We may also use the information collected to send announcements and updates regarding the Service or, if applicable, about your billing account status. You will not be able to unsubscribe from these Service announcements and updates as they contain important information relevant to your use of the Service and are necessary for the performance of our contract with you or your Organization. We may also use the information gathered to perform statistical analysis of user behavior or to evaluate and improve the Service. We may link some of this information to other information for internal purposes or to improve your experience with the Service. In addition, we may also anonymize your information (so that it can no longer be associated with you), in which case we may use and/or disclose such anonymous information for our lawful business purposes. We use reasonable safeguards designed to minimize the risks associated with the process of anonymizing your information. ### **5. When does Charted disclose information to Third Parties?** We generally disclose information we gather from or about you to the following types of third parties and as otherwise set forth in this Privacy Policy or as specifically authorized by you. **5.1 Laws and Legal Rights.** We may disclose your information if we believe in good faith that we are required to do so in order to comply with an applicable statute, regulation, rule or law, a subpoena, a search warrant, a court or regulatory order, lawful requests by public authorities, including to meet national security or law enforcement requirements, or other valid legal process. We may disclose information in special circumstances when we have reason to believe that disclosing this information is necessary to identify, contact or bring legal action against someone who may be violating a contract with us, to detect fraud, for assistance with a delinquent account, or to protect the safety and/or security of our users, the Service or the general public. **5.2 Third Parties Generally.** We may provide information to third parties, including where such information is combined with similar information of other users of the Service. For example, we might inform third parties regarding the number of unique users who use the Service, the demographic breakdown of our users of the Service, or the products and/or services purchased using the Service and the vendors of such products and services. In addition to the above, when users use our Service, third parties (including without limitation third-party analytics service providers and commercial partners) may directly collect information about our users’ online activities over time and across different websites. The third parties to which we may provide or who may independently directly collect information may include including vendors, analytics services providers, and website tracking services, affiliates and other actual or potential commercial partners, and other similar parties. Please note in particular that the Service uses Google Analytics, including its data reporting features. Information collected by Google Analytics includes but is not limited to web metrics. For information on how Google Analytics collects and processes data, please see the site “How Google uses data when you use our partners’ sites or apps”, currently located at **[www.google.com/policies/privacy/partners/](http://www.google.com/policies/privacy/partners/).** For information on opting out of Google Analytics, we encourage you to visit Google’s website, including its list of currently available opt-out options presently located at [**https://tools.google.com/dlpage/gaoptout**](https://tools.google.com/dlpage/gaoptout). **5.3 Professional Advisors.** We may provide your information to professional advisors, such as lawyers, auditors, bankers, and insurers, where necessary in the course of the professional services that they render to us. **5.4 Outside Contractors.** We may employ independent contractors, vendors and suppliers (collectively, “Outside Contractors”) to provide specific services and products related to the Service, such as hosting and maintaining the Service, providing credit card processing and fraud screening, including the Payment Services Provider, and developing applications for the Service. In the course of providing products or services to us, these Outside Contractors may have access to information collected through the Service, including your information. We use reasonable efforts to ensure that these Outside Contractors are capable of protecting the security of your information. **5.5 Sale of Business.** We reserve the right to transfer information to a third party in connection with a sale, merger, general corporate reorganization, or other transfer of all or substantially all of the assets of Charted or any of its Corporate Affiliates (as defined below), or that portion of Charted or any of its Corporate Affiliates to which the Service relates, or in connection with a strategic investment by a third party in Charted, or in the event that we discontinue our business or file a petition or have filed against us a petition in bankruptcy, reorganization or similar proceeding. **5.6 Affiliates.** We may disclose information about you to our Corporate Affiliates. For purposes of this Privacy Policy: “Corporate Affiliate” means any person or entity which directly or indirectly controls, is controlled by or is under common control with Charted, whether by ownership or otherwise; and “control” means possessing, directly or indirectly, the power to direct or cause the direction of the management, policies or operations of an entity, whether through ownership of fifty percent (50%) or more of the voting securities, by contract or otherwise. **5.7 Industry Partners.** We may share your information with our trusted partners (“Industry Partners”) with whom we collaborate or whose events we may attend. These Industry Partners may use your information to communicate with you directly, including for their own marketing purposes, or help us communicate with you. In particular, we may share your information with our Industry Partners with whom we co-host or jointly sponsor marketing initiatives and events, such as webinars or conferences. ### **6. Does this Privacy Policy apply when I link to other websites or services?** Our Service may provide you with access to other websites and services. Please be aware that we are not responsible for the privacy practices of any websites or services other than the Service. A link to a third-party website does not constitute or imply endorsement by us. Additionally, we cannot guarantee the quality or accuracy of information presented on those websites. We encourage you to read the privacy policies or statements of each and every such website and service. This Privacy Policy applies solely to information collected by us or on our behalf, including through the Service. ### **7. Is the information collected through the service secure?** We want your information to remain secure. We strive to provide transmission of your information from your computer or mobile device to our servers through techniques that are consistent with commercially reasonable standards and to employ administrative, physical, and electronic measures designed to protect your information from unauthorized access. Notwithstanding the above, you should be aware that there is always some risk involved in transmitting information over the Internet. There is also some risk that others could find a way to thwart our security systems. As a result, while we strive to protect your information, we cannot ensure or warrant the security or privacy of any information you transmit to us, and you do so at your own risk. ### **8. Could my information be transferred to other countries?** Information collected on the Service may be transferred from time to time to our offices or personnel, or to third parties, located throughout the world, and the Service may be viewed and hosted anywhere in the world, including countries that may not have laws of general applicability regulating the use and transfer of such information. To the extent required by applicable law: whenever we transfer your information to third parties (as described in this Privacy Policy) located in countries that do not ensure adequate protection for your information (as determined by the European Commission or the UK Information Commissioner’s Office, as applicable, each, an “Inadequate Jurisdiction”), we ensure a similar degree of protection is afforded to it; we may use specific contracts approved by the European Commission (accessible at [https://eur-lex.europa.eu/eli/dec\_impl/2021/914/oj](https://eur-lex.europa.eu/eli/dec_impl/2021/914/oj)) or the UK Information Commissioner’s Office (accessible at ), as applicable, which give your information the same protection it has in the European Economic Area or the United Kingdom, as applicable, under the European Data Protection Laws; and if we rely on another basis to transfer your information to an Inadequate Jurisdiction, we will keep you updated or contact you if required. Please contact us if you want further information on the specific mechanisms used by us when transferring your information to an Inadequate Jurisdiction. If you are a user accessing the Service from a jurisdiction with laws or regulations that differ from those of the United States, please be advised that all aspects of the Service are governed by the internal laws of the United States and the Commonwealth of Massachusetts, USA, regardless of your location. ### **9. For how long will my information be kept?** We will only retain your information for as long as necessary to fulfill the purposes for which we collected it or as otherwise permitted by applicable law. To determine the appropriate retention period for information, we consider the amount, nature, and sensitivity of that information, the potential risk of harm from unauthorized use or disclosure, the purposes for which we process your information and whether we can achieve those purposes through other means, and the applicable legal requirements. ### **10. What choices do I have regarding my information?** We generally use your information as described in this Privacy Policy or as authorized by you or as otherwise disclosed at the time we request such information from you. You generally must “opt in” and give us permission to use your information for any other purpose. You may also change your preference and “opt out” of receiving certain marketing communications from us by following the directions provided in association with the communication or such other directions we may provide or by contacting privacy@charted.com. Under certain circumstances and in compliance with the European Data Protection Laws, you may have the right to: **Request access** to your information (commonly known as a ‘subject access request’). This enables you to receive a copy of the information we hold about you and to check that we are lawfully processing it; **Request correction** of the information that we hold about you. This enables you to have any incomplete or inaccurate information we hold about you corrected; **Request erasure** of your information. This enables you to ask us to delete or remove your information where there is no good reason for us to continue processing it. You also have the right to ask us to delete or remove all of your information in certain circumstances; **Object to processing** of your information where we are relying on a legitimate interest (or that of a third party) and there is something about your particular situation which makes you want to object to processing on this ground; **Request the restriction of processing** of your information. This enables you to ask us to suspend the processing of your information, for example, if you want us to establish its accuracy or the reason for processing it; **Request the transfer** of your information to another party; and **Lodge a complaint** with the relevant supervisory authority (as defined in the European Data Protection Laws). If you have any complaints about the way we process your information, please do contact us. Alternatively, you may lodge a complaint with the supervisory authority which is established in your country. If you want to review, verify, correct or request erasure of your information, object to the processing of your information, or request that we transfer a copy of your information to another party, please contact privacy@charted.com. Such updates, corrections, changes and deletions will have no effect on other information that we maintain, or information that we have provided to third parties in accordance with this Privacy Policy prior to such update, correction, change or deletion. To protect your privacy and security, we may take reasonable steps (such as requesting a unique password) to verify your identity before granting you profile access or making corrections. You are responsible for maintaining the secrecy of your unique password and account information at all times. You should be aware that it may not be technologically possible to remove each and every record of the information you have provided to us from our system. The need to back up our systems to protect information from inadvertent loss means that a copy of your information may exist in a non-erasable form that will be difficult or impossible for us to locate. After receiving your request, we will use commercially reasonable efforts to update, correct, change, or delete, as appropriate, your information stored in databases we actively use and other readily searchable media as appropriate, as soon as and to the extent reasonably practicable. ***Do Not Track.*** The term “Do Not Track” refers to a HTTP header offered by certain web browsers to request that websites refrain from tracking the user. We take no action in response to automated Do Not Track requests. However, if you wish to stop such tracking, please contact us with your request, using our contact details provided below. ***Shine the Light*** Under California Civil Code Section 1798.83, also known as the “Shine The Light” law, if you are a California resident, you may request and obtain from us, once a year and free of charge, information about categories of information (if any) we disclosed to third parties for direct marketing purposes and the names and addresses of all third parties with which we shared personal information in the immediately preceding calendar year. If you are a California resident and would like to make such a request, please submit your request in writing to us using the contact information provided below. ### **11. How will I know if there are any changes to this Privacy Policy?** We may revise this Privacy Policy from time to time. We will not make changes that result in significant additional uses or disclosures of your information without allowing you to “opt in” to such changes. We may also make non-significant changes to this Privacy Policy that generally will not significantly affect our use of your information, for which your opt-in is not required. We encourage you to check this page periodically for any changes. If any non-significant changes to this Privacy Policy are unacceptable to you, you must immediately contact us and, until the issue is resolved, stop using the Service. ### **12. Who do I contact if I have any privacy questions?** If you have any questions or comments about this Privacy Policy, please contact us in any of the following ways: By e-mail: **privacy@charted.com** By postal mail or courier: Attn: Privacy Charted, Inc. 101 Arch Street, 8th Floor Boston, MA, 02110 We have appointed EDPO as our representative in the European Union for purposes of Article 27 of the GDPR. Please see EDPO’s contact details below: Online Request Form: https://edpo.com/gdpr-data-request/ Writing to: EDPO at Avenue Huart Hamoir 71, 1030 Brussels, Belgium We have appointed EDPO as our representative in the United Kingdom for purposes of Article 27 of the UK GDPR. Please see EDPO’s contact details below: Online Request Form: https://edpo.com/uk-gdpr-data-request/ Writing to: EDPO UK at 8 Northumberland Avenue, London WC2N 5BY, United Kingdom --- ### [Our Company](https://charted.com/our-company/) **Published:** July 24, 2025 **Author:** bb-admin **Content:** About Charted # Your trusted NetSuite partner ![](https://charted.com/wp-content/uploads/2025/11/Boston-Offsite_Co-Photo-32x25.webp "Boston Offsite_Co Photo - Charted") ## Charted clears the path for finance teams with AP Automation solutions built directly into your NetSuite environment—no integrations, no extra systems Gain real-time clarity on every invoice, approval, and payment so you can focus on what really matters. Eliminate manual data entry with AI-powered capabilities and expense accrual automation to accelerate your month-end close. Combine the power of your full NetSuite dataset with Charted built-in controls to manage the most complex approvals and workflows, producing results at scale. Backed by decades of NetSuite best practices and expertise, we enable multi-entity, multi-currency workflows to support your AP automation needs anywhere in the world. **Charted was born from years of hands-on implementation and consulting experience. With consulting roots and product strength, Charted is your one-stop-shop for everything NetSuite.** ![](https://charted.com/wp-content/uploads/2025/09/about-us-metrics-32x32.webp "about-us-metrics - Charted") Vision & Values ## Our vision is to elevate the role of finance, empowering teams to drive business innovation and growth [Our Impact](https://charted.com/social-impact/) High-quality work Charted upholds a core value of high-quality work, designing solutions from the inside out to ensure they are done the right way, without shortcuts or compromises. Culture of collaboration A strong culture of collaboration guides everything we do at Charted. We view ourselves as long-term allies who co-create success with customers, extending support and partnership beyond initial implementation. Customer centricity Driven by customer centricity, Charted puts finance teams first by shaping features based on user needs, ensuring solutions adapt to the way you work, not the other way around. Business, Finance & NetSuite expertise Charted solutions are rooted in business, finance, and NetSuite expertise, blending a decade of hands-on NetSuite implementation experience to deliver robust, NetSuite-native automation. ## Leadership Team ![Headshot of Bernardo Enciso, CEO](https://charted.com/wp-content/uploads/2025/02/Bernardo-Enciso-27x32.webp "Bernardo Enciso - Charted") Bernardo Enciso Chief Executive Officer [](https://www.linkedin.com/in/bernardoenciso/) ![Headshot of Joe Alie, CFO](https://charted.com/wp-content/uploads/2025/02/Joe-Alie-27x32.webp "Joe Alie - Charted") Joe Alie Chief Financial Officer [](https://www.linkedin.com/in/joe-alie-73286a35/) ![Headshot of Ashley O'Connell](https://charted.com/wp-content/uploads/2025/02/Ashley-OConnell-27x32.webp "Ashley O'Connell - Charted") Ashley O’Connell Head of Strategic Growth [](https://www.linkedin.com/in/ashley-o-connell-9113494/) ![Headshot of Seth Duda](https://charted.com/wp-content/uploads/2025/02/Seth-Duda-27x32.webp "Seth Duda - Charted") Seth Duda VP of Technology [](https://www.linkedin.com/in/seth-duda-0202996/) ![Headshot of Jeff Cavicchi](https://charted.com/wp-content/uploads/2025/02/Jeff-Cavicchi-27x32.webp "Jeff Cavicchi - Charted") Jeff Cavicchi Senior Director of Software Delivery [](https://www.linkedin.com/in/jeffrey-cavicchi-812832b4/) ![Headshot of John Yedlicka](https://charted.com/wp-content/uploads/2025/02/John-Yedlicka-27x32.webp "John Yedlicka - Charted") John Yedlicka Head of Engineering [](https://www.linkedin.com/in/john-yedlicka-4478511/) ![Headshot of Mike Goldenberg](https://charted.com/wp-content/uploads/2025/07/Mike-Goldenberg-Headshot-e1749825078667-1-27x32.webp "Mike-Goldenberg-Headshot-e1749825078667 1 - Charted") Michael Goldenberg VP of Sales & Customer Success [](https://www.linkedin.com/in/michaelgoldenberg/) ![Headshot of Scott Grillo](https://charted.com/wp-content/uploads/2025/07/5abecc65-0bd0-45a9-b347-c80b230d9220-e1749827404790-1-27x32.webp "5abecc65-0bd0-45a9-b347-c80b230d9220-e1749827404790 1 - Charted") Scott Grillo Services General Manager [](https://www.linkedin.com/in/scottgrillo/) Open Positions ## Help us build something great together We’re a remote team that values collaboration, growth, and balance. Check out our open roles—we’d love to meet you. [Open positions](https://squareworks-consulting-llc.breezy.hr/) “Working at Charted is very rewarding. Being part of a small company means you get the opportunity to wear multiple hats, take ownership, & build out processes. The company culture is great, with two annual offsites that allow us to connect.” Anna Demand Generation Manager ![](https://charted.com/wp-content/uploads/2025/07/image-22-32x24.webp "image 22 - Charted") ![](https://charted.com/wp-content/uploads/2025/07/image-25-24x32.webp "image 25 - Charted") ![](https://charted.com/wp-content/uploads/2025/07/image-21-24x32.webp "image 21 - Charted") ![](https://charted.com/wp-content/uploads/2025/07/image-26-32x24.webp "image 26 - Charted") “At Charted, the focus is on client experience, trust, and long-term relationships—not just quick fixes or maximizing billing. Quality of the deliverables matters here, and learning new skills is both encouraged and expected. It’s refreshing to work where the firm’s values align with mine.” Karl-Henry Senior Manager, Technical Services Awards & Recognitions ## Honored by the industry. Driven by results. [See All](https://charted.com/awards-recognition/) Oracle Netsuite Private Equity Spotlight Winner 2024 ![](https://charted.com/wp-content/uploads/2025/07/netsuite-spotlight-winner-1-32x17.webp "netsuite-spotlight-winner - Charted") Business Intelligence Group Small Business of the Year ![](https://charted.com/wp-content/uploads/2025/07/big-awards-for-business-27x32.webp "big-awards-for-business - Charted") Deloitte Ranked #218 – Fastest Growing Company in North America. ![](https://charted.com/wp-content/uploads/2025/07/500-technology-fast-500-32x32.webp "500-technology-fast-500 - Charted") ## Frequently asked questions What does Charted do? Charted is a SaaS platform providing NetSuite-native AP Automation solutions that are friction-free by design. Instead of using connectors or middleware that often break down and cause IT headaches, the Charted solutions for invoice, approval, and payment automation live directly inside NetSuite. With one system, Charted powers the full lifecycle of AP automation, both globally and domestically, no matter how complex your financial setup. Charted is built on years of NetSuite focus and expertise, specializing in implementations, optimization projects, ongoing support, and technical projects, all designed to make your NetSuite ecosystem work for you—not the other way around. Who is Charted for? Charted is here to help with all things NetSuite—implementations, optimizations, ongoing support services, and a full suite of accounts payable automation solutions, designed to streamline AP from start to finish. With our combined NetSuite consulting knowledge and suite of solutions designed to streamline AP automation directly inside your ERP, Charted is a one-stop shop for all things NetSuite. It’s advanced AP automation without the IT lift, built where finance lives, and turning complexity into clarity. What industries do you specialize in? Charted specializes in a number of industries including biotech and life sciences, manufacturing, wholesale distribution, and software and technology. Many of these industries have specialized NetSuite applications designed to simplify the most complex processes, but it can be hard to know where to start. Our solutions and project methodology can handle the most complex tasks, and our people-first approach is designed with our customers in mind. We have a 100% success rate in NetSuite implementations, which includes a few NetSuite rescues as well. Whether you’re making the transition to NetSuite or optimizing a years-old setup, the Charted team knows how to get the most out of your NetSuite ecosystem. What makes Charted different from other NetSuite partners? Charted is built on years of hands-on consulting experience, dedicated solely to NetSuite users. Our initial consulting experiences led to the formation of our product offerings, combining deep technical know-how with a people-first approach—which is why we have never had a failed implementation in our decade of providing NetSuite services. This expertise guided our approach to delivering AP automation without compromise, creating a suite of solutions embedded directly in NetSuite. With Charted, the only AP platform that never makes you leave NetSuite, finance teams get streamlined AP from start to finish. Is Charted secure and compliant with data privacy laws? Charted is compliant with GDPR data privacy requirements and is certified SOC II Type 2. As an organization working with sensitive financial information, we take our responsibility towards customer and partner data very seriously. Our complete [privacy policy](https://charted.com/privacy-policy/ "Privacy Policy") can be found here. ## Let’s start the conversation. We’d love to hear more about your challenges and explore how we can partner for success [Contact Us](https://charted.com/get-started/) --- ### [Cookie Policy](https://charted.com/cookie-policy/) **Published:** July 7, 2025 **Author:** bb-admin **Content:** # Cookie Policy This page was last changed on October 1, 2025 and applies to citizens and legal permanent residents of the United States. #### 1. Introduction Our website, (hereinafter: “the website”) uses cookies and other related technologies (for convenience all technologies are referred to as “cookies”). Cookies are also placed by third parties we have engaged. In the document below we inform you about the use of cookies on our website. #### 2. Cookies When you visit our website, it can be necessary to store and/or read certain data from your device by using technologies such as cookies. **2.1 Technical or functional cookies** Some cookies ensure that certain parts of the website work properly and that your user preferences remain known. By placing functional cookies, we make it easier for you to visit our website. This way, you do not need to repeatedly enter the same information when visiting our website and, for example, the items remain in your shopping cart until you have paid. We may place these cookies without your consent. **2.2 Statistics cookies** We use statistics cookies to optimize the website experience for our users. With these statistics cookies we get insights in the usage of our website. **2.3 Marketing/Tracking cookies** Marketing/Tracking cookies are cookies or any other form of local storage, used to create user profiles to display advertising or to track the user on this website or across several websites for similar marketing purposes. #### 3. Placed cookies Most of these technologies have a function, a purpose, and an expiration period. 1. A function is a particular task a technology has. So a function can be to “store certain data.” 2. Purpose is “the Why” behind the function. Maybe the data is stored because it is needed for statistics. 3. The expiration period shows the length of the period the used technology can “store or read certain data.” WordPressFunctionalWP EnginePurpose pending investigationYouTubeMarketingComplianzFunctionalGoogle AnalyticsStatisticsMiscellaneousFunctional #### 4. Browser and Device based Consent When you visit our website for the first time, we will show you a pop-up with an explanation about cookies. You do have the right to opt-out and to object against the further use of non-functional cookies. **4.1 Manage your opt-out preferences** Functional (*always active*) Preferences Statistics Marketing #### 5. Enabling/disabling and deleting cookies You can use your internet browser to automatically or manually delete cookies. You can also specify that certain cookies may not be placed. Another option is to change the settings of your internet browser so that you receive a message each time a cookie is placed. For more information about these options, please refer to the instructions in the Help section of your browser. Please note that our website may not work properly if all cookies are disabled. If you do delete the cookies in your browser, they will be placed again after your consent when you visit our website again. #### 6. Your rights with respect to personal data You have the following rights with respect to your personal data: - you may submit a request for access to the data we process about you; - you may object to the processing; - you may request an overview, in a commonly used format, of the data we process about you; - you may request correction or deletion of the data if it is incorrect or not or no longer relevant, or to ask to restrict the processing of the data. To exercise these rights, please contact us. Please refer to the contact details at the bottom of this Cookie Policy. If you have a complaint about how we handle your data, we would like to hear from you. For more information about your rights with respect to personal data, please refer to our [Privacy Statement](https://charted.com/privacy-policy/ "Privacy Policy"). #### 7. Contact details For questions and/or comments about our Cookie Policy and this statement, please contact us by using the following contact details: Charted, Inc. 101 Arch St 8th floor, Boston, MA 02110, United States United States Website: Email: privacy@charted.com *This Cookie Policy was synchronized with cookiedatabase.org on September 9, 2025.* --- ### [Customer Support](https://charted.com/netsuite-support/) **Published:** September 11, 2025 **Author:** bb-admin **Content:** # Customer Support #### How can we help? ###### Access Resources [](https://charted.com/wp-content/uploads/2025/09/AA-main-product-shot.webp) ###### Explore Features [](https://charted.com/ap-automation-suite/) ###### Contact Support [](#contactform) #### Contact Support Complete the form, or get in touch with us via phone or email **Phone:** [1-800-779-6285](tel:1-800-779-6285) #### Fill out your details First Name Last Name Title Company Name Email Phone Number Software Product 3 Way MatchAdvanced AttachmentsAdvanced Bill ManagementAdvanced Vendor OnboardingAP Automation SuiteApproval Workflow AutomationCheck PrintingJournal Entry ReversalOther Comment / Message Contact Support By submitting this form, you agree to SquareWorks Consulting Privacy Policy and Terms of Use, which details how we collect, use, and protect your personal information. --- ### [Charted Payment Feature Terms](https://charted.com/paymentterms/) **Published:** August 1, 2025 **Author:** bb-admin **Content:** # Charted Payment Feature Terms Effective: October 1, 2025 ### 1. Charted Payments Feature. If Customer uses the Charted Payments feature of the Application (the “Charted Payments Feature”), the Customer may use the Charted Payments Feature to make payments to its third-party vendors or employees as directed by Customer. Customer may use Charted Payments Feature solely for its internal use. Customer acknowledges and agrees that if it is in violation of the terms of this Exhibit B, Charted may, in its sole discretion and without notice to Customer, immediately suspend or terminate Customer’s license and/or access to the Charted Payments Feature. Customer acknowledges and agrees that Charted may process personal information in connection with Customer’s use of the Charted Payments Feature, and Customer’s use of the Charted Payments Feature, and such personal information is subject to the Charted privacy policy available at http://www.charted.com/privacypolicy. ### 2. Domestic ACH Payments. (a) **Verified Customer Entity**. In order to use the Charted Payments Feature to make domestic payments within the United States, the Customer must open a “Dwolla Platform” account provided by Charted’ payment processor vendor, Dwolla, Inc. (“Dwolla”), and Customer must accept the [Dwolla Terms of Service](https://www.dwolla.com/legal/tos) and [Dwolla Privacy Policy](https://www.dwolla.com/legal/privacy). Any funds held in or transferred through the Dwolla Account are held or transferred by Dwolla’s [financial institution partners](https://www.dwolla.com/legal/about-our-financial-institution-partners/) as described in the [Dwolla Terms of Service](https://www.dwolla.com/legal/tos/). Customer hereby authorizes Charted to collect and share with Dwolla Customer’s personal information including full name, date of birth, social security number, physical address, email address and financial information, and Customer is responsible for the accuracy and completeness of that data. Customer understands that it will access and manage its Dwolla account through the Charted Payments Feature, and Dwolla account notifications will be sent by Charted, not Dwolla. Charted will provide customer support for Customer’s Dwolla account activity, and can be reached at [netsuite-support@Charted.com](mailto:netsuite-support@charted.com) or through the Charted [website](https://charted.com/netsuite-support/). (b) **Receive Only Entity**. You expressly authorize Charted service provider, Dwolla, Inc. to originate credit transfers to your financial institution account. You authorize Charted to collect and share with Dwolla your personal information including full name, email address and financial information, and you are responsible for the accuracy and completeness of that data. Dwolla’s Privacy Policy is available [here](https://www.dwolla.com/legal/privacy/). ### 3. International ACH Payments. Without limitation of any other provision in the Agreement or this Exhibit B, to the extent that Customer will be using the Charted Payments feature to send international payments from the following countries: Canada, the United States, the United Kingdom, Australia, New Zealand, Singapore, a member country of the European Economic Area, or any other jurisdiction as expressly permitted by Corpay and Charted (collectively, the “Covered Jurisdictions”); the following additional terms apply: (a) Customer acknowledges that Cambridge Mercantile Corp. (U.S.A.) (“Corpay”) is the money transmitter for the transactions anticipated by this Section 3; (b) as between Customer and Corpay, Customer’s access to the international payments function of the Charted Payments feature is also governed by the applicable account terms set out at (the “Corpay Terms”); (c) Customer acknowledges that Corpay, acting in good faith, has discretion to determine whether Corpay engages Customer as client of Corpay, and if so, what each Customer needs to sign and disclose to apply to become a client of Corpay and/or access the international payments function of the Charted Payments feature, and Charted shall have no responsibility or liability for any such determination made by Corpay; (d) Customer fully authorizes Charted to instruct Corpay on behalf of Customer and Charted shall have no responsibility or liability for any such instruction; and (e) Customer acknowledges that Charted may receive compensation from Corpay for Charted’ referral of Customer to Corpay. Further, Customer represents, warrants, and covenants that (including as a condition of Customer’s use of Charted Payments feature to send international payments to the countries set forth above): (1) each application for a Corpay account that Corpay receives from Charted which purports to be signed by a Customer is a binding contract binding Customer, (2) the individual(s) signing on behalf of Customer (for opening a Corpay account and accepting such account’s terms and granting authority to Charted) has/have the requisite authority to contractually bind Customer to all the points that those individual(s) sign for Customer; (3) for transactions entered into hereunder, Customer agrees to be bound by instructions received by Corpay from individuals identified to Corpay or Charted as authorized representatives of Customer; (4) Customer (as well as its applicable subsidiaries, affiliate entities, and associated personnel) is not at the time of signing this Agreement (and has not been, within the five years preceding this Agreement) the subject of any material regulatory inquiry, enforcement action, or known allegations of significant breaches of criminal law or civil liability; (5) it is headquartered in a Covered Jurisdiction; (6) is shall use the Charted Payments feature solely for business purposes and not for personal, family, or household purposes; (7) Customer will provide to Charted and/or Corpay any information and/or documentation reasonably requested in order to use the Charted Payments feature; and (8) all funds Corpay receives to fund each Customer transaction entered using the Charted Payments feature shall come from a Customer-owned bank account and Customer’s and Charted’ name must be included in each such transaction. Customer shall indemnify, defend, and hold harmless Charted from any Claims arising out of: (i) Customer’s breach of the Corpay Terms; (ii) any instruction of Customer under Section 3(d); or (iii) any use of the Corpay system under Customer’s account to send international payments. ### 4. Restrictions on Use. Customer acknowledges and agrees that it will not use the Charted Payments Feature for payment of alimony; child support; marijuana related businesses; payments to settle securities transactions; or any claim or payment that requires the use, disclosure, transmission, maintenance, storage or other handling of Protected Health Information, unless otherwise specifically agreed to in writing in advance by Charted. Customer represents and warrants that: (a) it is not located in a country or location that is subject to U.S. Government sanctions or embargoes, including Iran, Syria, Cuba, North Korea, and the Crimea region of Ukraine, or are a State Sponsor of Terrorism as defined by the US Department of State, or are a person, group or entity that has been designated by the U.S. Government as a Specially Designated National (SDN); (b) it is not listed on any U.S. Government list of prohibited or restricted parties; and (c) it will not use the Charted Payments Feature to send money, either directly or indirectly, to a sanctioned country, person, group or entity. Customer agrees that it will not send or transmit any electronic Protected Health Information (“ePHI”, as defined in HIPAA) to Charted or otherwise in any manner through the Charted Payments Feature without Charted’ prior written consent. Customer is solely responsible for ensuring that its use of the Charted Payments Feature complies with all applicable laws and regulations. If Charted become aware that Customer has sent or transmitted ePHI in any manner through the Charted Payments Feature in violation of this Agreement, Charted may delete the ePHI without notice to Customer and without Charted incurring any liability to Customer. Customer agrees to pay any costs or fees associated with such ePHI deletion, and agrees to indemnify Charted for any breach or other privacy or security incident or claim involving ePHI sent or transmitted by Customer. ### 5. Charted Rights. Customer grants to Charted and Charted reserves the right to limit, delay, investigate, or to refuse to make, process or issue any payment initiated or requested through the Charted Payments Feature, in Charted’ reasonable discretion, without Charted incurring any liability to Customer. Charted will use commercially reasonable efforts to provide notice promptly if it decides to limit, delay, investigate or to refuse to make, process or issue a payment. This notification is not required if the payment or notice is prohibited by law or this Agreement. In Customer’s use of the Charted Payments Feature, Customer grants to Charted and Charted reserves, in Charted’ sole discretion, the right to impose limits on the amount of money sent or received through the Charted Payments Feature, on a per transaction or a cumulative basis, and to change those limits at any time, without Charted incurring any liability to Customer. If Charted imposes or changes such limits, Charted will use commercially reasonable efforts to provide notice to Customer, but will not be required to do so. Charted reserves the right to suspend or terminate Customer’s account or Customer’s access to the Charted Payments Feature at any time, for any reason (including for a violation of the Agreement, the failure to pay applicable fees for the Charted Payments Feature, or inactivity), in Charted’ reasonable discretion, without Charted incurring any liability to Customer. If Charted suspends or terminates Customer’s account or access to the Charted Payments Feature, Charted will use commercially reasonable efforts to provide notice to Customer, but will not be required to do so and will not be liable for failure to do so. ### 6. Funds. Customer agrees to have sufficient funds in the accounts it uses to make its payments through the Charted Payments Feature. If there are insufficient funds in such account, Customer shall: (i) be fully responsible for any and all amounts payable in connection with any such payment, including amounts payable to Charted,; (ii) pay any and all amounts payable in connection with any such payment, including amounts payable to Charted, immediately; and (iii) indemnify, defend, and hold harmless Charted for any fees, penalties, damages, interest, or other liabilities incurred by Charted (including without liability any fees or penalties imposed on Charted by Dwolla, Corpay (as defined below), or another third party) as a result thereof. In addition, Customer shall also pay Charted a fee of ten percent (10%) of any such insufficient amounts to cover Charted’ cost and efforts in connections therewith. ### 7. Legal Age of Use. We do not knowingly collect information from minors (individuals below 18 years). To use the Charted Payments Feature, you must be the age of legal majority in your place of residence. By using the Charted Payments Feature, you hereby represent that you are at least the age of legal majority in your place of residence. We do not use an application or other mechanism to determine the age of users of the Charted Payments Feature. All information provided to Charted will be treated as if it was provided by an adult. If, however, we learn that a minor has submitted information about himself/herself to us, we will delete the information as soon as possible. ### 8. Transaction Reversal and Your Liability. For the avoidance of doubt, you are solely responsible for your and your end users’ payment activity initiated using the Charted Payments Feature, including, without limitation, any fraudulent activity. Charted has no obligation to ensure that the funds required to complete a payment will be available. Any payment sent or received by you or your end users may: (a) be reversed in accordance with Charted’, Dwolla’s, Dwolla’s partners’, Corpay’s, or Corpay’s partners’ (as applicable) risk management policies, (b) be reversed in accordance with applicable Law, including without limitation, by ACH return as defined under the Nacha Rules, (c) fail due to your error or end user error, (d) fail due to the provision of inaccurate information by you or your end user; or (e) be cancelled or rejected by an end user or the end user’s financial institution (each, a “Reversal”). Except for any Reversal made in error by Charted or Dwolla, you are liable to Charted for any and all losses caused by Reversals and any other Customer account activity, whether or not authorized by you or the end user, including unauthorized or erroneous activity initiated by you or your end users through the Application, whether through misconduct, negligence, error, or otherwise. In addition to any other rights available to Charted under the Agreement or this Exhibit B, you authorize Charted to recover any such amounts due, including to Charted by debiting the available balance in your Customer account and if the available balance in your Customer account is insufficient, you authorize Charted to take any of the following actions to recover the remaining amounts from you: (x) debit your account; (y) request immediate payment from you, and, if payment is not received timely, engage in collection efforts; and (z) pursue any rights or remedies available under any of your agreements with Charted, including the Agreement, for failure to pay amounts owed to Charted, including, without limitation, termination for non-payment. Charted may require that you provide a personal guaranty for any amounts owed under the Agreement. In the event that your Customer account has an unacceptable number or rate of Reversals, Charted reserves the right to immediately restrict or suspend your use of the Services, including by terminating the Agreement. --- ### [Pricing](https://charted.com/pricing/) **Published:** July 21, 2025 **Author:** bb-admin **Content:** Pricing # Invest in automation that pays off Flexible plans designed to grow with your business—powered by NetSuite-native automation and backed by world-class consulting. ![](https://charted.com/wp-content/uploads/2025/07/essentials-plan-icon.svg "essentials-plan-icon - Charted") Essentials **For midsize businesses** needing advanced workflows --- - Invoice AI (OCR & Invoice Scanning) - Payment Automation - Vendor Payment Onboarding - Document Management - Approval Automation – Vendor Bills & Payments [Contact Sales](https://charted.com/get-started/) ![](https://charted.com/wp-content/uploads/2025/07/core-plan-icon.svg "core-plan-icon - Charted") Core **For midsize businesses** with complex approval needs --- - All Essentials features - Advanced Vendor Onboarding - Real-Time 3-Way Match - Approval Automation for POs, PRs, Receipts, Vendor Credits, and Journal Entries - Dedicated Customer Success Manager - Flexible Implementation & Ongoing Configuration Support [Contact Sales](https://charted.com/get-started/) ![](https://charted.com/wp-content/uploads/2025/07/complete-plan-icon.svg "complete-plan-icon - Charted") Complete **For Enterprises** and complex businesses requiring flexible AP automation solutions --- - All Core features Accrual Automation with: - Automated Accrual Estimates - Vendor Spend Analysis - Real-Time Accruals Worksheet - One-Click Journal Entry Creation [Contact Sales](https://charted.com/get-started/) Trusted by leading organizations including: ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/AirLease-Logo-Dark-400x200--32x16.webp "AirLease-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Cardiovascular-Logo-Dark-400x200-1-32x16.webp "Cardiovascular-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/F45-Logo-Dark-400x200-1-32x16.webp "F45-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Fleet-Feet-Logo-Dark-400x200-1-32x16.webp "Fleet-Feet-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/JonnyPops-Logo-Dark-400x200--32x16.webp "JonnyPops-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/SchoolApparel-Logo-Dark-400x200-1-32x16.webp "SchoolApparel-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Sox-Logo-Dark-400x200-1-32x16.webp "Sox-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Therabody-Logo-Dark-400x200-1-32x16.webp "Therabody-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Thrive-Logo-Dark-400x200-1-32x16.webp "Thrive-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Wasabi-Logo-Dark-400x200-1-32x16.webp "Wasabi-Logo-Dark-400x200 - Charted") ![](https://charted.com/wp-content/uploads/2025/09/Whoop-Logo-Dark-400x200-1-32x16.webp "Whoop-Logo-Dark-400x200 - Charted") ### Compare features Essentials [Contact Sales](https://charted.com/get-started/) Core [Contact Sales](https://charted.com/get-started/) Complete [Contact Sales](https://charted.com/get-started/) ![](https://charted.com/wp-content/uploads/2025/07/Document-Exchange.svg "Document Exchange - Charted") Invoice Automation Invoice AI Al-Enabled OCR and Invoice Scanning Invoice Processing (Drag & Drop, Email Inbox) Multi-Currency & Multi-Language Support Custom Field Extraction Al Directions (Natural Language Rules) Real-Time 3-Way Match Line-Level Purchase Order Matching Tolerance Configuration (Subsidiary/Vendor/Item) Real-Time Variance Reporting ![](https://charted.com/wp-content/uploads/2025/07/Date-To.svg "Date To - Charted") Accrual Automation Accrual Intelligence Automated Accrual Estimates Vendor Spend Analysis Financial Close Automation Real-Time Accruals Worksheet One-Click Journal Entry Creation ![](https://charted.com/wp-content/uploads/2025/07/Currency-Exchange.svg "Currency Exchange - Charted") Payment Automation ACH Payments Automated ACH Payments (Bring Your Own Bank) Automated Bank Detail Collection Payment Release Controls Check Printing Outsourced Check Payments On-Premise Check Printing International Payments International ACH (IACH) International Wire Transfers Multi-Currency FX Payments ![](https://charted.com/wp-content/uploads/2025/07/Laptop.svg "Laptop - Charted") Charted Platform Dashboard AP Status Dashboard AP Dashboard Portlet Vendor Onboarding Secure Payment Data Capture Customizable Vendor Onboarding Forms (Additional Fields & Attachments) One-Click Vendor Update Requests Branding of Onboarding Forms Approval Automation Approval Automation – Vendor Bills & Payments Approval Automation – POs, PRs, Receipts, Vendor Credits, Journal Entries Email-Based Approvals (No NetSuite License Required) Configurable Approval Rules (Matrix, Hierarchy, Role/Group, Budget-Based) Bulk Approvals Approval Delegation & Re-Routing Document Management Drag and Drop Attachments Document Preview and Split-Screen View Optional AWS Integration for Document Storage Require Attachments on Records Support Technical Support with Same-Day Email Response Dedicated Customer Success Manager Flexible Implementation & Ongoing Configuration Support View All Plan Features ## Frequently asked questions Invoice Automation Payment Automation Accrual Automation How does Charted AP Automation Suite work with NetSuite? Charted is built as a native SuiteApp, fully embedded within your NetSuite environment—no external integrations required. The platform provides end-to-end AP automation directly inside NetSuite—from invoice capture and AI- powered data extraction to approval workflows and payment processing—eliminating context-switching while maintaining your single source of truth. What invoice formats do you support (PDF, email, scanned, etc.)? Charted [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/ "Invoice AI") supports PDF invoices delivered through multiple channels including email attachments and drag-and-drop uploads. The system handles multi-language invoices across all Latin-based alphabets and processes any configured NetSuite currency, adapting automatically to different vendor formats without requiring manual template setup. Charted also supports receiving e-invoices in the following jurisdictions: Belgium, Germany, France, Norway, Sweden, the Netherlands, Denmark and Finland, and further expansion to Italy, Romania, and Poland expected in October 2026. E-invoices are sent via PEPPOL or other country-specific networks. Does the solution support multi-entity and multi-currency invoices? Yes, as a NetSuite-native solution, Charted leverages NetSuite’s built-in multi-entity and multi-currency capabilities seamlessly. The system intelligently routes invoices to the correct subsidiary based on vendor patterns and business rules, while automatically handling currency conversions, and entity-specific approval workflows within your existing NetSuite structure. Can the solution automatically extract invoice data (via OCR)? [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/ "Invoice AI") delivers 95%+ accuracy in automatically extracting header and line-level data from invoices, including vendor information, amounts, dates, and custom fields. Charted AI continuously learns from corrections to improve accuracy over time and can extract specialized data like meter numbers or project codes using natural language directions configured in plain English. Does it support approval workflows within NetSuite? Yes, Charted Approval Automation enables sophisticated approval workflows directly within NetSuite, allowing employees to approve transactions via email without requiring NetSuite licenses. You can configure approval rules based on amounts, departments, subsidiaries, or custom criteria, with complete audit trails maintained within NetSuite records for compliance requirements. How are vendor invoices matched to purchase orders or receipts? Our [Real-Time 3-Way Match](https://charted.com/ap-automation-suite/real-time-3-way-match/ "Real-Time 3-Way Match") automatically validates invoices against purchase orders and receipts at the line level, with customizable tolerance thresholds for price and quantity variances. When discrepancies are detected, the system automatically routes exceptions through your approval workflows while maintaining detailed audit trails of all matching decisions. Can I customize approval chains or rules? Yes, you can configure approval rules based on invoice amounts, departments, subsidiaries, vendors, or any combination of criteria without scripting or IT intervention. The system supports both hierarchy-based and matrix-based routing, approval delegation, and email notifications, giving you complete control over your approval processes while maintaining comprehensive audit trails. Is AI or machine learning used to improve invoice processing? Yes, our [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/ "Invoice AI") feature uses advanced machine learning that automatically improves accuracy by learning from every correction you make. The system analyzes historical coding patterns to suggest appropriate accounts and departments for future invoices, while natural language AI directions allow you to teach the system custom extraction rules using plain English instructions—no technical configuration required. How does Charted Payment Automation integrate with NetSuite? Charted Payment Automation is built as native SuiteApp that that embeds directly within your existing NetSuite environment. No external systems, middleware, or data syncing required—everything happens seamlessly within NetSuite’s interface. What types of payments are supported in the Charted payment automation software for NetSuite (ACH, wire, check, etc.)? We support ACH payments through any US bank, on-premise check printing with digital signatures, outsourced check processing, and international payments via IACH and wire transfers to 150+ countries—all from one unified platform. Can we schedule payments in advance? You have full control over payment timing through our “Ready for Release” queue. Payments created in NetSuite flow into this queue where you can review, organize, and release them in batches based on when you want them processed. This gives you complete control over cash flow timing while maintaining strong internal controls. How are payment approvals handled? Configure approval workflows based on amount thresholds, departments, or other criteria specific to your organization. Approvers receive secure email notifications and can approve payments directly from their inbox without requiring NetSuite licenses, while maintaining complete audit trails. Does Charted payment automation software for NetSuite prevent duplicate or fraudulent payments? Yes, our system includes built-in duplicate payment detection, two-factor authentication for vendor onboarding, and secure vendor bank detail collection. Our system also eliminates manual NACHA file transfers that can be vulnerable to tampering. Can I initiate batch payments across subsidiaries? Absolutely. Our solution supports unlimited subsidiaries and multiple bank accounts, allowing you to process batch payments across your entire organization while maintaining proper entity-level controls and approval workflows. How does Charted Accrual Automation work in NetSuite? Charted is built as a native SuiteApp that analyzes historical vendor patterns, pending transactions, and open purchase orders to automatically generate intelligent accrual estimates directly within your NetSuite environment—no external integrations required. What types of accruals can be automated? The system automates three primary accrual scenarios: regular recurring expenses from vendors who bill consistently, contract-based accruals for long-term agreements using PO details, and pending approval transactions that haven’t been recorded yet. How are accrual amounts calculated? For recurring expenses, the system analyzes the past three months of transaction history to create rolling average estimates. For contract accruals, it uses purchase order information with defined time periods to calculate appropriate amounts based on contract terms. Can I review and adjust the accruals before posting? Yes, the system presents all potential accruals in a consolidated worksheet where you can review, confirm, and make real-time adjustments to estimates before creating journal entries. Accrual Automation gives you complete control over the final amounts Does Charted reverse accruals automatically? Yes, when actual invoices are processed in NetSuite, the system automatically reverses corresponding accrual entries to prevent double-counting, [eliminating manua](https://charted.com/blog/the-hidden-costs-of-manual-accruals-how-automation-delivers-roi/)l reconciliation work while maintaining accurate financial statements. Are multi-currency and multi-entity environments supported in Charted accrual automation software for NetSuite? Yes, as a NetSuite-native solution, Charted leverages NetSuite’s built-in multi-currency and multi-entity capabilities, supporting complex organizational structures with multiple subsidiaries, currencies, and accounting periods within a single system. ## Built to feel invisible. Designed to feel right. Our solutions follow your rhythm—reducing friction, instead of adding steps—so finance can focus on decisions, instead of detours. [Get Started](https://charted.com/get-started/) --- ### [Data Processing Agreement](https://charted.com/data-processing-agreement/) **Published:** September 1, 2025 **Author:** bb-admin **Content:** # Data Processing Agreement Last updated and effective as of: October 1, 2025 (the “DPA Effective Date”). This Data Processing Agreement (“DPA”) is by and between Charted, Inc. (“Charted”), a Delaware corporation with offices at 101 Arch Street, 8th Floor, Boston, MA, 02110, and the entity that has engaged Charted to provide the Services (“Customer”). and forms part of the Software Subscription and Professional Services Agreement (the “Agreement”) entered into by and between Charted and the Customer. Any terms not defined in this DPA shall have the meaning set forth in the Agreement. In the event of a conflict between the terms and conditions of this DPA and the Agreement, the terms and conditions of this DPA shall take precedence with regard to the subject matter of this DPA. By signing this DPA, the parties are deemed to have signed all Exhibits, Attachments, Annexes, Schedules, and Appendices, including those incorporated by reference, to this DPA where applicable. 1. **Definitions** “Affiliate” means (i) an entity of which a party directly or indirectly owns fifty percent (50%) or more of the stock or other equity interest, (ii) an entity that owns at least fifty percent (50%) or more of the stock or other equity interest of a party, or (iii) an entity which is under common control with a party by having at least fifty percent (50%) or more of the stock or other equity interest of such entity and a party owned by the same person, but such entity shall only be deemed to be an Affiliate so long as such ownership exists. “Anonymous Data” means Personal Data that has been processed in such a manner that it can no longer be attributed to an identified or identifiable Data Subject. “Authorized Sub-Processor” means a third-party who has a need to know or otherwise access Customer’s Personal Data to enable Charted to perform its obligations under this DPA or the Agreement (a “Sub-Processor”), and who is either (1) listed as a Sub-Processor on Charted Sub-Processor List (as defined below) and/or (2) authorized by Customer to do so under this DPA. “Controller” means the entity which determines the purposes and means of the Processing of Personal Data, including as applicable “business” as defined under the CCPA or “organisations” under the PDPA. “Data Protection Laws” means (i) the California Consumer Privacy Act as amended by the California Privacy Rights Act of 2020 and any regulations promulgated thereunder (collectively, “CCPA”); (ii) the General Data Protection Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 (“GDPR”) and related data protection and privacy laws of the member states of the European Economic Area; (iii) the Data Protection Act 2018 of the United Kingdom (“UK GDPR”);and (iv) the Singapore Personal Data Protection (Amendment) Act 2020 (“PDPA”); each as applicable and as amended, repealed, consolidated, implemented or replaced from time to time. “Data Subject” means an identified or identifiable person to whom Personal Data relates, or as otherwise termed and defined by Data Protection Laws. “Personal Data” means any information relating to an identified or identifiable natural person Processed by Charted solely on behalf of Customer. “Personal Data Breach” means any breach of security leading to the accidental or unlawful destruction, loss, alteration, unauthorized disclosure of, or access to, Personal Data. “Processing” (including grammatically inflected forms thereof) means any operation or set of operations which is performed on data or on sets of data, whether or not by automated means, such as collection, recording, organisation, structuring, storage, adaptation or alteration, retrieval, consultation, use, disclosure by transmission, dissemination or otherwise making available, alignment or combination, restriction, erasure or destruction. “Processor” means a natural or legal person, public authority, agency or other body which processes Personal Data on behalf of the Controller, including as applicable “service provider” as defined under the CCPA or “data intermediary” under the PDPA. “Services” means the services provided by Charted pursuant to the Agreement. “Standard Contractual Clauses” means (i) where the GDPR applies, the standard contractual clauses for the transfer of Personal Data to third countries approved by the European Commission’s decision 2021/914/EC of June 4, 2021, as currently set out at [https://eur-lex.europa.eu/eli/dec\_impl/2021/914/oj](https://eur-lex.europa.eu/eli/dec_impl/2021/914/oj) (the “EU SCCs”); (ii) where the UK GDPR applies, the International Data Transfer Addendum to the EU Commission Standard Contractual Clauses issued by the UK Information Commissioner, Version B1.0, as currently set out at , and as revised under Section 18 of the International Data Transfer Addendum (the “UK Addendum”). “Supervisory Authority” means an independent public authority which is established under applicable Data Protection Laws. 2\. **Relationship of the Parties; Processing of Data** 2.1 The parties acknowledge and agree that with regard to the Processing of Customer Personal Data, Customer may act either as a Controller or Processor and, except as expressly set forth in this DPA or the Agreement, Charted is a Processor. 2.2 Charted has the right to Process Personal Data as necessary to provide the Services and as permitted in the Agreement. Charted shall Process Personal Data (i) for the purposes set forth in the Agreement and this DPA, including Schedule 1 hereto, (ii) in accordance with the terms and conditions set forth in this DPA and any other documented instructions provided by Customer, and (iii) in compliance with the Data Protection Laws. Customer hereby instructs Charted to Process Personal Data in accordance with the foregoing and as part of any Processing initiated by Customer in its use of the Services. 2.3 The rights and obligations of the Customer with respect to the Processing of Personal Data are described herein. Customer shall, in its use of the Services, at all times Process Personal Data, and provide instructions to Charted for the Processing of Personal Data, in compliance with the Data Protection Laws. Customer shall ensure that its instructions comply with all laws, rules and regulations applicable in relation to the Personal Data, and that the Processing of Personal Data in accordance with Customer’s instructions will not cause Charted to be in breach of the Data Protection Laws. 2.4 Customer is solely responsible for the accuracy, quality, and legality of (i) the Personal Data provided to Charted by or on behalf of Customer, (ii) the means by which Customer acquired any such Personal Data, and (iii) the instructions it provides to Charted regarding the Processing of such Personal Data. Customer shall not provide or make available to Charted any Personal Data in violation of the Agreement. 2.5 Customer represents, warrants, and covenants that: (i) it has (and will have) Processed, collected, and disclosed all Personal Data in compliance with applicable law and provided any notice and obtained all consents and rights required by applicable law to enable Charted to lawfully Process Personal Data as permitted by the Agreement and/or this DPA; (ii) it has (and will continue to have) full right and authority to make the Customer Data available to Charted under the Agreement and this DPA; and (iii) Charted’s Processing of the Personal Data in accordance with the Agreement, this DPA, and/or Customer’s instructions does and will not infringe upon or violate any applicable law or any rights of any third party. Customer shall indemnify, defend, and hold Charted harmless against any claims, actions, proceedings, expenses, damages, and liabilities (including without limitation any governmental investigations, complaints, and actions) and reasonable attorneys’ fees arising out of Customer’s violation of this Section 2.5. Notwithstanding anything to the contrary in the Agreement, Customer’s indemnification obligations under this Section 2.5 shall not be subject to any limitations of liability set forth in the Agreement. 2.6 The subject matter, nature, purpose, and duration of this Processing, as well as the types of Personal Data Processed and categories of Data Subjects, are described in Schedule 1 to this DPA. Following completion of the Services, Charted shall delete the Personal Data in accordance with the Agreement, except as required to be retained by the Data Protection Laws or other applicable laws, or for the limited scope and purposes specified in the Agreement. If Customer and Charted have entered into Standard Contractual Clauses, the parties agree that the certification of deletion of Personal Data that is described in Clause 8.5 and 16 of the EU SCCs shall be provided by Charted to Customer only upon Customer’s written request. 2.7 Charted shall have the right to create, maintain, and use Anonymous Data and shall not attempt to re-identify the Anonymous Data, except solely for the purpose of determining whether its de-identification processes satisfy the requirements of applicable law. **3. Confidentiality; Security** Taking into account the state of the art, the costs of implementation and the nature, scope, context and purposes of Processing as well as the risk of varying likelihood and severity for the rights and freedoms of natural persons, Charted shall maintain appropriate technical and organizational measures designed to ensure a level of security appropriate to the risk of Processing Personal Data. Charted shall provide Customer with reasonable cooperation and assistance where necessary for Customer to comply with Customer’s obligations under the Data Protection Laws. Schedule 2 hereto sets forth additional information about Charted technical and organizational security measures. **4. Authorized Sub-Processors** 4.1 Customer acknowledges and agrees that Charted may (1) engage its Affiliates and the Authorized Sub-Processors available at: [https://www.charted.com/sub-processor-list/](https://charted.com/sub-processor-list/) (the “Sub-Processor List”), as updated from time to time, to access and process Personal Data in connection with the Services and (2) from time to time engage additional third parties for the purpose of providing the Services, including without limitation the processing of Personal Data. By way of this DPA, Customer provides general written authorization to Charted to engage Sub-Processors as necessary to perform the Services. 4.2 At least thirty (30) days before enabling any third-party Sub-Processors other than Authorized Sub-Processors to access or participate in the Processing of Personal Data, Charted will add such third-party Sub-Processors to the Sub-Processor List and notify Customer of such updates to the email address listed on the applicable Order Document. Customer may object to such an engagement on reasonable grounds related to Customer’s material compliance with Data Protection Laws in writing within ten (10) days of receipt of the aforementioned notice by Customer. If the parties cannot in good faith resolve such objection, then either party may terminate this DPA and the Agreement upon written notice. Termination shall not relieve Customer of any fees owed to Charted under the Agreement. If Customer does not object to the engagement of a third-party Sub-Processor in accordance with this Section 4.2 within ten (10) days of notice by Charted, that third-party Sub-Processor will be deemed an Authorized Sub-Processor for the purposes of this DPA. 4.3 Charted shall, by way of contract or other legal act under Data Protection Laws (including the Standard Contractual Clauses), ensure that every Authorized Sub-Processor is subject to obligations regarding the Processing of Personal Data in accordance with Data Protection Laws. 4.4 Charted shall be liable to Customer for the acts and omissions of Authorized Sub-Processors to the same extent that Charted would itself be liable under this DPA had it conducted such acts or omissions. If Customer and Charted have entered into Standard Contractual Clauses, (i) the above authorizations will constitute Customer’s prior written consent to the subcontracting by Charted of the Processing of Personal Data if such consent is required under the Standard Contractual Clauses; and (ii) the parties agree that to the extent Charted is required by the Standard Contractual Clauses to provide to Customer copies of the agreements with Authorized Sub-Processors, such copies may have commercial information, or information unrelated to the Standard Contractual Clauses or their equivalent, removed by Charted beforehand, and that such copies will be provided by Charted only upon reasonable request by Customer. **5. Transfer of Personal Data** 5.1 The parties agree that Charted may transfer Personal Data processed under the Agreement and this DPA from member states of the European Union, Iceland, Liechtenstein, or Norway to any countries and such countries may not ensure an adequate level of data protection within the within the meaning of the laws and regulations of these countries shall, to the extent such transfer is subject to such laws and regulations, be undertaken by Charted through the Standard Contractual Clauses, which are automatically incorporated by reference and form an integral part of the DPA, as follows: 5.2 Charted as Processor or Sub-Processor. In relation to Personal Data that is processed by Charted as a Processor or Sub-Processor, the EU SCCs shall apply as follows: 1. Where Customer is a Controller and Charted is a Processor under the Agreement, Module Two (Controller to Processor) will apply; or where Customer is a Processor and Charted is a Sub-Processor under the Agreement, Module Three (Processor to Processor) will apply; 2. Clause 7, the optional docking clause is included; 3. Clause 9, Option 2 will apply, and the time period for prior notice is thirty (30) days; 4. Clause 11, the optional language will not apply; 5. Clause 13, the parties agree that the brackets are removed in the provisions in Clause 13(a) such that the appropriate provision will apply as applicable; 6. Clause 17, Option 1 will apply, and the EU SCCs will be governed by Irish law; 7. Clause 18(b), disputes shall be resolved before the courts of Ireland; 8. Annex I of the EU SCCs shall be deemed completed with the information set out in Schedule 1 to this DPA; and 9. Annex II of the EU SCCs shall be deemed completed with the information set out in Schedule 2 to this DPA. 5.3 The parties agree that Charted may transfer Personal Data processed under the Agreement to which the UK GDPR applies in which case the parties agree to Process such Personal Data in compliance with the UK Addendum, which is automatically incorporated by reference and form an integral part of the DPA, as follows: 1. the EU SCCs as implemented under Section 5.2 of this DPA shall be deemed amended as specified by Part 2 of the UK Addendum; 2. Tables 1 to 3 in Part 1 of the UK Addendum shall be deemed completed respectively with the information set out in Schedules 1 and 2 of this DPA (as applicable) and the start date shall be the later of the DPA Effective Date or the date the Agreement is entered into by the parties; and 3. Table 4 in Part 1 of the UK Addendum shall be deemed completed by selecting “Importer” and “Exporter.” 5.4 Customer acknowledges that Charted’s primary processing operations take place in the United States, and that the transfer of Customer’s Personal Data to the United States is necessary for the provision of the Services to Customer. **6. Rights of Data Subjects** 6.1 Charted shall, to the extent permitted by applicable law, promptly notify Customer upon receipt of a request by a Data Subject to exercise the Data Subject’s right of: access, rectification, erasure, data portability, restriction of or objection to Processing, withdrawal of consent to Processing, and/or objection to being subject to Processing that constitutes automated decision-making (such requests individually and collectively “Data Subject Request(s)”). If Charted receives a Data Subject Request in relation to Personal Data, Charted will advise the Data Subject to submit their request to Customer and Customer will be responsible for responding to such request, including, where necessary, by using the functionality of the Services. 6.2 Charted shall, at the request of the Customer, and taking into account the nature of the Processing applicable to any Data Subject Request, apply appropriate technical and organizational measures to assist Customer in complying with Customer’s obligation to respond to such Data Subject Request, where possible, provided that (i) Customer is itself unable to respond without Charted’s assistance and (ii) Charted is able to do so in accordance with all applicable laws, rules, and regulations. **7. Actions and Access Requests; Audits** 7.1 Charted shall, taking into account the nature of the Processing and the information available to Charted, provide Customer with reasonable cooperation and assistance (a) where necessary for Customer to comply with obligations applicable to it under the Data Protection Laws to conduct a data protection impact assessment, provided that Customer does not otherwise have access to the relevant information; and (b) with respect to Customer’s cooperation and/or prior consultation with any Supervisory Authority, where necessary and/or where required by the Data Protection Laws. Customer shall be responsible to the extent legally permitted for any costs and expenses arising from any such assistance by Charted. 7.2 Upon at least thirty (30) days prior written notice at and Customer’s expense Customer may appoint an independent third party (each, an “Auditor”) to audit, Charted’s material compliance with the terms of this DPA (each, an “Audit”), provided that no Auditor shall be a competitor of Charted, nor shall any Auditor be compensated on a contingency basis (no more often than once in any 12-month period). The Audit must be conducted during Charted regular business hours and subject to applicable Charted policies. The Audit may not unreasonably interfere with Charted business operations and in no event shall Customer have access to the information of any other client of Charted and the disclosures made pursuant to this Section7 shall be held in confidence as the Charted confidential information and subject to any confidentiality obligations in the Agreement. Customer may use the Audit reports only for the purposes of meeting its regulatory requirements and/or confirming compliance with the requirements of the Agreement and this DPA. The Audit report(s) and any information obtained by Customer under this Section 7 are Charted’s Confidential Information under the terms of the Agreement. If the parties have entered into Standard Contractual Clauses, the parties agree that the Audits described in Clause 8.9 of the EU SCCs shall be conducted in accordance with this Section 7. 7.3 Notwithstanding anything to the contrary herein, no Audit shall be undertaken unless or until Customer has requested, and Charted has provided, documentation pursuant to Section 7.1 and Customer reasonably determines that an Audit remains necessary to demonstrate material compliance with the obligations laid down in this DPA. 7.4 Without limiting the generality of any provision in the Agreement, Customer shall employ the same degree of care to safeguard information disclosed by to Customer under this Section 7 that it uses to protect its own confidential and proprietary information and in any event, not less than a reasonable degree of care under the circumstances, and Customer shall be liable for any improper disclosure or use of information disclosed by Charted to Customer under this Section 7 by Customer or its agents. **8. Breach Notification** 8.1 In the event of a confirmed Personal Data Breach, Charted shall, within 72 hours, inform Customer of the Personal Data Breach and, to the extent such Personal Data Breach was caused by Charted’s negligence, take such steps as Charted in its sole discretion deems necessary and reasonable to remediate such Personal Data Breach (to the extent that remediation is within Charted’s reasonable control). 8.2 In the event of a confirmed Personal Data Breach, Charted shall, taking into account the nature of the Processing and the information available to Charted, provide Customer with reasonable cooperation and assistance necessary for Customer to comply with Customer’s obligations under the applicable Data Protection Laws with respect to notifying (i) the relevant Supervisory Authority and (ii) Data Subjects affected by such Personal Data Breach without undue delay. 8.3 Charted will also, to the extent known by Charted and not otherwise prohibited by Data Protection Laws, provide Customer with (i) a description of the nature and reasonably anticipated consequences of the Personal Data Breach; (ii) the measures taken that are designed to mitigate any possible adverse effects and prevent a recurrence; and (iii) where possible, information about the types of Personal Data that were the subject of the Personal Data Breach. Unless prohibited by applicable law, Customer agrees to coordinate with Charted on the content of Customer’s intended public statements or required notices for the affected Data Subjects and/or notices to the relevant Supervisory Authority regarding the Personal Data Breach. Further, Customer understands and agrees that it shall bear sole responsibility for communicating any updates related to a confirmed Personal Data Breach to its impacted Controllers (where Customer acts as the Processor pursuant to the Agreement, if applicable) and/or Data Subjects. 8.4 No notification provided by Charted to Customer under this Section 8 shall be construed as an admission of fault, liability, or responsibility. Any disclosures made pursuant to this Section 8 shall be held in confidence as the Charted confidential information and subject to any confidentiality obligations in the Agreement. Charted’s obligations in this Section 8 shall not apply in the event that a Personal Data Breach results from the actions or omissions of Customer. **9. Limitation of Liability** Except as set forth in Section 2.5, the total liability of each of Customer and Charted (and their respective employees, directors, officers, Affiliates, successors, and assigns), arising out of or related to this DPA, whether in contract, tort, or other theory of liability, shall not, when taken together in the aggregate, exceed the limitation of liability set forth in the Agreement. **10. Miscellaneous** The parties’ signature to the Agreement shall be considered as signature to the Standard Contractual Clauses, including the EU SCCs and UK Addendum, as applicable. If there is any conflict between this DPA and the Standard Contractual Clauses, the Standard Contractual Clauses will prevail with respect to Personal Data that is subject to GDPR or UK GDPR. **Schedule 1** **Details of Processing** **Section A: List of Parties** Data Importer: Charted, Inc.Data Exporter: CustomerAddress: 101 Arch St, 8th Fl, Boston, MA 02110Address: see the AgreementContact person’s name, position, and contact details: Bernardo Enciso, CEO Bernardo.enciso@Charted.comContact person’s name, position, and contact details: see the AgreementRole: Processor (where Customer is a Controller), or Sub-Processor (where Customer is a Processor pursuant to the Agreement, if applicable) Activities Relevant to the data transferred: Provision of the Services. Signature and date: As set out in the Agreement.Role: Controller, or Processor on behalf of its customers pursuant to the Agreement, if applicable. Activities Relevant too the data transferred: Receipt of the Services. Signature and date: As set out in the Agreement. **Section B: Description of Processing/Transfer** Categories of Data Subjects: Customer may submit Personal Data to the Service, the extent to which is determined and controlled by the Customer in its sole discretion, and which may include, but is not limited to Personal Data relating to the following categories of Data Subjects: 1. Customer employees, independent contractors, and agents. 2. Customer prospects, customers, business partners and vendors, or their respective employees, independent contractors, agents, or and contact persons. Categories of Personal Data: The Personal Data included in the Customer Data provided by Customer to Charted in connection with the Services the extent to which is determined and controlled by the Customer in its sole discretion, which may include, but is not limited to the following categories of Personal Data: 1. First and Last Name 2. Business Name, if applicable 3. IP Address 4. Email 5. Address 6. Invoice vendors and amounts 7. Currency 8. Payment method and terms 9. Tax ID 10. Bank account information Sensitive data transferred (if applicable): The contents of the Personal Data are varied and under the data exporter’s control, but may, from time to time, include sensitive data under the relevant Data Protection Laws. Data exporter acknowledges and agrees that Charted provides facilities for special handling of sensitive data, including data retention periods and data masking. See Charted’s technical and organizational measures outlined in Schedule 2. The frequency of the transfer (e.g., whether the data is transferred on a one-off or continuous basis): Frequency of the transfer is controlled by the data exporter and is a continuous basis for the duration of the Agreement. Nature and Purpose of Processing: Charted will Process Personal Data as necessary to perform the Services pursuant to the Agreement, and as further instructed by Customer and its authorized users in the use of the Services. Frequency and Duration of Processing: Charted will Process Personal Data for the duration of the Agreement unless as otherwise required by law. For transfers to (sub-) processors, also specify subject matter, nature, and duration of the processing: Personal Data will be transferred to Sub-Processors in order for Charted to provide the Services to Customer. The nature of the processing by such Sub-Processors will be as necessary to perform the Services pursuant to the Agreement, and as further instructed by Customer and its authorized users in the use of the Services. The duration of the processing by such Sub-Processors shall continue as long as such sub-processors carry out Personal Data processing operations on behalf of Charted. **Schedule 2** **Data Security Measures** **Data Security** Charted implements the following technical and organizational measures with respect to Charted’s Processing of Personal Data through the Services. Charted: AP Automation Suite (All Editions) The secure transfer of PDF invoice documents from NetSuite’s servers to Charted’s servers, hosted in AWS, is facilitated through the use of HTTPS TLS 1.2 encryption in transit. The document and scanning results are encrypted at rest using AES-256 encryption, ensuring the confidentiality and integrity of the information. The uploaded documents and scanning results are stored for a maximum of 5 days in a Charted managed AWS S3 private bucket for processing purposes. While Charted uses Artificial Intelligence (AI) as part of its scanning technology, uploaded documents are restricted to Charted’s infrastructure and not shared for training purposes with third party AI platforms. The Advanced Document Management feature of Charted offers the option for attachments, excluding invoice documents, to be stored in a customer’s self-managed AWS account. Access keys to AWS are securely stored within the customer’s NetSuite account, and Charted does not have access to these keys. The transfer of file data to and from AWS is performed using TLS 1.2 encryption, bypassing Charted and NetSuite servers, ensuring the confidentiality and privacy of the information. It is the responsibility of the customer to maintain the security of the data and conduct backups within their AWS account. **Charted Server and Data Security** The Charted servers operate within a Virtual Private Cloud hosted on AWS. The security of our AWS account is fortified through the implementation of two-factor authentication, ensuring the confidentiality and privacy of the data. Internal access to Charted servers and data is carefully managed through the use of a bastion host within AWS, which undergoes regular patching to maintain security. Access to the bastion host is limited and utilizes AWS SSH private keys for authentication, providing an additional layer of security. Charted databases reside within a private subnet with strict network controls allowing inbound traffic only from resources within the VPC of our AWS account. **Charted Software Development** Before software is made available for customer usage, either through installation in their NetSuite account or deployment to our AWS servers, Charted implements a rigorous software development policy. This policy requires that all code changes be versioned in Git and undergo peer review and testing. Changes undergo a combination of automated and manual testing before they are promoted to production. All changes are documented through our public release notes. Deployment of versioned, reviewed, and tested changes is managed by a minimal subset of the Charted team with restricted access to our NetSuite release account. The deployment of changes impacting Charted in AWS is conducted through a fully automated zero-downtime deployment process within CI/CD framework and access to our AWS accounts is secured through the implementation of two-factor authentication. Furthermore, all NetSuite scripts and customizations are built in accordance with NetSuite’s BFN SAFE guidelines and best practices, ensuring the reliability and security of the software. **NetSuite Software Updates** In order to ensure the compatibility of its software with NetSuite’s bi-annual updates, Charted conducts regression testing ahead of each NetSuite release. Prior to NetSuite’s production account upgrade, Charted will send email confirmation to customers confirming the successful testing of the software. Charted does not have access to customer NetSuite accounts and therefore is not able to rule out compatibility issues with customer data or other companies’ software. We recommend that customers test the software in their own release preview account provided by NetSuite. **Charted Software Updates** Charted will automatically update all managed software (via SuiteBundler) as required to maintain software compatibility, provide security updates or bug fixes or offer new features, functionality or versions. No access to the customer’s NetSuite account is necessary for these updates. For non-managed software, updates must be performed by the customer’s NetSuite Administrator (via SuiteBundler). If Charted has been granted Administrator access to the customer’s account, it can update non-managed software on their behalf upon request. **Charted SOC 2** Charted recognizes the importance of data security and privacy and provides its customers with the necessary tools and resources to meet their internal audit controls. Charted is SOC 2 Type II certified. The combination of SOC 2 certification, which ensures the secure storage and control of all transactional data, and suggested manual testing prior to each software release, provides customers with a comprehensive approach to data security. --- ### [Real-Time 3-Way Match](https://charted.com/ap-automation-suite/real-time-3-way-match/) **Published:** August 7, 2025 **Author:** bb-admin **Content:** [Invoice Automation](https://charted.com/ap-automation-suite/invoice-processing-automation/) Real-Time 3-Way Match # Eliminate payment errors with Real-Time 3-Way Match for NetSuite Charted Real-Time 3-Way Match provides the most advanced validation engine built for NetSuite—automatically comparing purchase orders, receipts, and vendor bills with configurable tolerances and intelligent exception routing. [Request a Demo](https://charted.com/get-started/) ![](https://charted.com/wp-content/uploads/2025/08/3-way-match_hero_img-32x32.webp "3-way-match_hero_img - Charted") By the numbers ## Real-Time 3-Way Match transforms AP control in NetSuite Zero Integrations to maintain Real-time Variance detection as you work 75% Reduction in payment errors How it works ## Intelligent validation without the complexity [Request a Demo](https://charted.com/get-started/) Validate 01 **Line-level matching that actually works.** Compares purchase orders, receipts, and vendor bills automatically as transactions happen. Configurable tolerances match at every level: global, subsidiary, vendor, and item. ![](https://charted.com/wp-content/uploads/2025/08/3way-validate-32x27.webp "3way-validate - Charted") Route 02 **Exception handling without the headaches.** 3-way Match flags variances instantly and routes them through approval workflows designed to work for your team. Approvers receive email notifications with full variance context, no NetSuite license required. ![](https://charted.com/wp-content/uploads/2025/08/3way-Route-32x27.webp "3way-Route - Charted") Control 03 ****Comprehensive audit trails with zero extra work.**** Every validation, exception, and approval decision lives within your NetSuite records. Complete documentation you can trust, without the documentation burden. ![](https://charted.com/wp-content/uploads/2025/08/3way-Control-32x27.webp "3way-Control - Charted") ![](https://charted.com/wp-content/uploads/2025/08/3way-validate-32x27.webp "3way-validate - Charted") ![](https://charted.com/wp-content/uploads/2025/08/3way-Route-32x27.webp "3way-Route - Charted") ![](https://charted.com/wp-content/uploads/2025/08/3way-Control-32x27.webp "3way-Control - Charted") What’s included ## Advanced matching built by NetSuite experts Line-level validation engine While others match headers, we validate every line item against purchase orders and receipts. The system catches quantity variances, price differences, and unauthorized additions with smart configuration to exclude items that shouldn’t be matched. Built for the way finance actually works. ![](https://charted.com/wp-content/uploads/2025/08/3-way-match_img-01-1-32x27.webp "3-way-match_img-01 - Charted") Flexible tolerance management Set thresholds that make business sense—by amount, percentage, or quantity at any level you need. Our engine calculates PO overages across all related bills, not just individual transactions, giving you true spend visibility without the spreadsheet gymnastics. ![](https://charted.com/wp-content/uploads/2025/08/3-way-match_img-02-32x27.webp "3-way-match_img-02 - Charted") Real-time variance reporting See validation results immediately on the vendor bill itself. Variance information is always visible, always accessible, with no separate screens or exception records to hunt down. Workflow innovation without interruption. ![](https://charted.com/wp-content/uploads/2025/08/3-way-match_img-03-32x27.webp "3-way-match_img-03 - Charted") Intelligent exception routing When variances exceed thresholds, smart routing takes over. Approvers receive full context and can add justification via comments that become a permanent part of the audit trail. No extra logins. No context-switching. No friction. ![](https://charted.com/wp-content/uploads/2025/08/3-way-match_img-04-32x27.webp "3-way-match_img-04 - Charted") ## Customer success story ![](https://charted.com/wp-content/uploads/2025/08/abcuro-logo-light-32x7.webp "abcuro-logo-light - Charted") Abcuro partnered with Charted to replace QuickBooks and an external accounts payable solution with NetSuite and Charted AP Automation, delivering a fully automated global AP process. [Read the Full Story](https://charted.com/case-study/abcuro/) “Throughout the entire project, Charted listened to our business needs and advised us on ways to improve our AP process. With the 3-Way Match engine and the AI-Enabled OCR scanning process, we have significantly decreased our invoice processing time.” Ricky Motschwiller Controller, Abcuro ![](https://charted.com/wp-content/uploads/2025/08/pexels-karolina-grabowska-8539941-1-1-32x32.webp "pexels-karolina-grabowska-8539941 (1) 1 - Charted") For your team ## Real-Time 3-Way Match delivers value across your entire finance team Transition from busy work to big picture— with advanced AP controls that free your team from manual drudgery CFO Reduce payment errors up to 75% while accelerating close cycles with automated variance detection. Real-Time 3-Way Match transforms AP from cost center to strategic function. Scale operations without adding headcount. Strengthen controls without adding complexity. [Learn More](https://charted.com/ap-automation-suite/cfo/) ![](https://charted.com/wp-content/uploads/2025/08/cfo-32x27.webp "cfo - Charted") Controller Be audit-ready without the anxiety. Complete variance tracking and approval trails live directly in NetSuite records, eliminating reconciliation delays while strengthening internal controls. Skip the guesswork. Trust your numbers. [Learn More](https://charted.com/ap-automation-suite/controllers/) ![](https://charted.com/wp-content/uploads/2025/08/controller-32x27.webp "controller - Charted") AP Professional From manual matching to strategic vendor management. Automated validation catches discrepancies instantly, freeing you from chasing exceptions to focus on supplier relationships, payment optimization, and process improvement. [Learn More](https://charted.com/ap-automation-suite/ap-professional/) ![](https://charted.com/wp-content/uploads/2025/08/ap-professional-32x27.webp "ap-professional - Charted") CIO Employ enterprise-grade financial controls without the integration upkeep. Real-Time 3-Way Match operates entirely within NetSuite’s native architecture—no middleware, no connectors, no security vulnerabilities. A lighter lift for IT, every step of the way. [Learn More](https://charted.com/ap-automation-suite/cio/) ![](https://charted.com/wp-content/uploads/2025/08/cio-32x27.webp "cio - Charted") NetSuite Admin Sophisticated AP controls through a single setup page. Real-Time 3-Way Match leverages native NetSuite functionality—no custom workflows to maintain, no external systems to babysit, no performance impact to monitor. Built to stay out of your way. [Learn More](https://charted.com/ap-automation-suite/netsuite-admin/) ![](https://charted.com/wp-content/uploads/2025/08/netsuite-admin-32x27.webp "netsuite-admin - Charted") ![](https://charted.com/wp-content/uploads/2025/08/cfo-32x27.webp "cfo - Charted") ![](https://charted.com/wp-content/uploads/2025/08/controller-32x27.webp "controller - Charted") ![](https://charted.com/wp-content/uploads/2025/08/ap-professional-32x27.webp "ap-professional - Charted") ![](https://charted.com/wp-content/uploads/2025/08/cio-32x27.webp "cio - Charted") ![](https://charted.com/wp-content/uploads/2025/08/netsuite-admin-32x27.webp "netsuite-admin - Charted") ## Frequently asked questions How does this compare to NetSuite’s built-in 3-way matching? While NetSuite provides basic matching, Charted delivers real-time validation directly on vendor bills, calculates PO overages across all related bills, and offers flexible tolerance configuration—all through intuitive setup rather than complex custom workflows. Can I set different tolerance levels for different business scenarios? Absolutely. Configure tolerance thresholds at global, subsidiary, vendor, or item levels based on quantity, rate, or amount. This flexibility ensures appropriate controls for different purchase types and vendor relationships without forcing one-size-fits-all compromises. What happens when the system detects a variance? The system immediately flags the variance on the vendor bill with clear details about the discrepancy and routes it through your approval workflow. Approvers can add justification comments that become part of the permanent audit trail—all without leaving NetSuite. Does this require integrations or custom development? No connectors. No middleware. Charted Real-Time 3-Way Match is 100% NetSuite-native with zero integrations to maintain. Implementation requires only straightforward configuration, and no technical expertise is needed for ongoing management. How does this strengthen our audit and compliance processes? All validation results, variance justifications, and approval decisions are automatically documented within NetSuite records. Auditors get complete visibility into your accounts payable controls and exception handling without additional reporting requirements—enabling you to be audit-ready, without anxiety. ## Built to feel invisible. Designed to feel right. Our solutions follow your rhythm—reducing friction, instead of adding steps—so finance can focus on decisions, instead of detours. [Contact Us](https://charted.com/get-started/) --- ### [Document Management](https://charted.com/ap-automation-suite/advanced-document-management/) **Published:** August 6, 2025 **Author:** bb-admin **Content:** [Charted AP Automation](https://charted.com/ap-automation-suite/) Advanced Document Management # Attach & preview documents anywhere in NetSuite without limits No more switching between systems to find the documents you need. Charted Advanced Document Management works natively within NetSuite to keep all your documents organized in one place. Drag-and-drop simplicity keeps you coordinated with one-click. Unlimited storage grows with you. [Request a Demo](https://charted.com/get-started/) ![](https://charted.com/wp-content/uploads/2025/08/document-managment_hero_img-32x32.webp "document-managment_hero_img - Charted") By the numbers ## Document management that eliminates friction Any record Attach files where NetSuite can’t Unlimited Scale using AWS storage without limits 50% lower cost vs. external document systems How it works ## Hassle-free document control in three steps [Request a Demo](https://charted.com/get-started/) Drop 01 **Documents live where you work**. Drag files directly onto any NetSuite record, even those that don’t support attachments. Your vendor files, contracts, and receipts land exactly where they belong, without workarounds or extra steps. ![](https://charted.com/wp-content/uploads/2025/08/Drop-32x27.webp "Drop - Charted") View 02 **Split-screen simplicity**. Reference documents alongside transactions without leaving NetSuite. During approvals, supporting documents appear automatically in split-screen view with no downloads. No more switching between applications, no more errors, no more friction. ![](https://charted.com/wp-content/uploads/2025/08/View-32x27.webp "View - Charted") Scale 03 **Native security, unlimited scale.** Files stay encrypted within NetSuite’s security framework or scale to AWS when you need more space. And with NetSuite permissions, your team sees only what they should see. ![](https://charted.com/wp-content/uploads/2025/08/Scale2-32x27.webp "Scale2 - Charted") ![](https://charted.com/wp-content/uploads/2025/08/Drop-32x27.webp "Drop - Charted") ![](https://charted.com/wp-content/uploads/2025/08/View-32x27.webp "View - Charted") ![](https://charted.com/wp-content/uploads/2025/08/Scale2-32x27.webp "Scale2 - Charted") What’s included ## Automation that adapts to your workflow Universal record attachment Drop files into any NetSuite record, including those that don’t natively support files. This isn’t a workaround; it’s how document management should work. Your supporting documentation lives exactly where your team expects to find it, on any record type, without compromise. ![](https://charted.com/wp-content/uploads/2025/08/Zero-Click-Document-Upload_Img-1-32x27.webp "Zero-Click-Document-Upload_Img - Charted") Split-screen document preview View PDFs and images alongside any transaction without switching tabs or downloading files. Documents automatically appear during approval workflows, keeping critical information visible exactly when your team needs it. Document views, designed for your day-to-day. ![](https://charted.com/wp-content/uploads/2025/08/Easy-Document-Preview_img2-32x27.webp "Easy-Document-Preview_img2 - Charted") Unlimited storage without the upkeep Scale beyond NetSuite’s file limits with AWS integration that requires no ongoing maintenance from your IT team. Store as many documents as your business demands while maintaining the same security and access controls you trust in NetSuite. ![](https://charted.com/wp-content/uploads/2025/08/Simplified-File-Review_img-1-32x27.webp "Simplified-File-Review_img - Charted") ## Customer success story ![](https://charted.com/wp-content/uploads/2025/08/wellframe_logo-light-32x10.webp "wellframe_logo-light - Charted") Wellframe, Inc. needed approval workflows that could scale without forcing them to buy expensive NetSuite licenses for every stakeholder. [Read the Full Story](https://charted.com/case-study/wellframe/) “The fact that we’re able to have them communicate within NetSuite through these email approvals regardless of if they have access to NetSuite – and still be able to have visibility into NetSuite – has been huge.” Ashley Rowe Finance and Accounting Manager, Wellframe, Inc ![](https://charted.com/wp-content/uploads/2025/09/Pillar-Software-Tech-2@2x.webp "Pillar-Software-Tech-2@2x - Charted") For your team ## Less admin, more ambition across every role Move from busy work to big picture—Advanced Document Management frees your team from document chaos so they can focus on what matters. CFO Cut document storage costs in half while future-proofing your file management. Built by NetSuite experts who understand the needs of scaling businesses, Advanced Document Management grows with you, without adding complexity or recurring integration costs. [Learn More](https://charted.com/ap-automation-suite/cfo/) ![](https://charted.com/wp-content/uploads/2025/08/cfo-32x27.webp "cfo - Charted") Controller Audit-ready documentation, without the anxiety. Every transaction has its supporting files exactly where auditors expect them, with complete trails that follow NetSuite’s native security. No more hunting across systems during month-end close. [Learn More](https://charted.com/ap-automation-suite/controllers/) ![](https://charted.com/wp-content/uploads/2025/08/controller-32x27.webp "controller - Charted") AP Professional From the most repetitive tasks to the moments of truth, spend less time managing files and more time building vendor relationships. Split-screen viewing and universal attachments mean documents are always where you need them, when you need them. [Learn More](https://charted.com/ap-automation-suite/ap-professional/) ![](https://charted.com/wp-content/uploads/2025/08/ap-professional-32x27.webp "ap-professional - Charted") CIO Deploy enterprise-grade document management without the enterprise headache. Built natively in NetSuite with optional AWS scaling, Advanced Document Management requires minimal IT oversight while delivering unlimited growth capacity. [Learn More](https://charted.com/ap-automation-suite/cio/) ![](https://charted.com/wp-content/uploads/2025/08/cio-32x27.webp "cio - Charted") NetSuite Admin Built to stay out of your way—Advanced Document Management leverages NetSuite’s native architecture with zero ongoing maintenance burden. No integrations to manage, no external systems to monitor. Just document management that works like NetSuite should. [Learn More](https://charted.com/ap-automation-suite/netsuite-admin/) ![](https://charted.com/wp-content/uploads/2025/08/netsuite-admin-32x27.webp "netsuite-admin - Charted") ![](https://charted.com/wp-content/uploads/2025/08/cfo-32x27.webp "cfo - Charted") ![](https://charted.com/wp-content/uploads/2025/08/controller-32x27.webp "controller - Charted") ![](https://charted.com/wp-content/uploads/2025/08/ap-professional-32x27.webp "ap-professional - Charted") ![](https://charted.com/wp-content/uploads/2025/08/cio-32x27.webp "cio - Charted") ![](https://charted.com/wp-content/uploads/2025/08/netsuite-admin-32x27.webp "netsuite-admin - Charted") ## Frequently asked questions How does Charted Advanced Document Management streamline accounts payable processes? Charted streamlines document management by working where your AP team already works—inside NetSuite. Drag-and-drop uploads, split-screen viewing during approvals, and universal attachment capability mean no more switching between systems or hunting for supporting documents. Your invoices, receipts, and contracts stay organized exactly where your workflow expects them. Why choose document management over NetSuite’s native file storage? NetSuite’s file storage hits walls your business shouldn’t. Record types that don’t support attachments, storage limits that constrain growth, and manual processes that create friction. Charted eliminates these limitations with universal attachment capability and unlimited scaling, all while working continuously in NetSuite. What document types work with Charted Advanced Document Management? Any file your finance team needs can be managed with Advanced Document Management: vendor invoices, receipts, purchase orders, contracts, compliance documentation, expense reports. The system handles all common formats with special preview capabilities for PDFs and images, scaling to unlimited storage as your document volume grows. Do documents automatically link to NetSuite transactions? Yes, attach files directly to vendor bills, purchase orders, or any NetSuite record through universal attachment capability. Even record types that don’t natively support files can store supporting documentation exactly where your team expects to find it, without workarounds. How does version control work in the system? Advanced Document Management maintains complete audit trails through NetSuite’s native framework rather than complex versioning systems. All document activities are tracked within NetSuite’s standard audit capabilities, ensuring compliance without adding administrative overhead. Can I organize and search documents effectively? Documents organize naturally through NetSuite’s record structure and can be enhanced with custom fields for categorization. The system leverages NetSuite’s built-in search capabilities, so finding documents works exactly like finding any other NetSuite data, without needing to learn a new system. How secure is document storage? Enterprise-grade security that mirrors NetSuite’s approach. All files are encrypted before storage, and access follows NetSuite permissions automatically. Users see only what they should see. Whether stored in NetSuite File Cabinet or AWS, your documents maintain the same security standards as your financial data. ## Built to feel invisible. Designed to feel right. Our solutions follow your rhythm—reducing friction, instead of adding steps—so finance can focus on decisions, instead of detours. [Contact Us](https://charted.com/get-started/) --- ### [Social Impact](https://charted.com/social-impact/) **Published:** July 31, 2025 **Author:** bb-admin **Content:** Our Community # Chart a path for good At Charted, our employees are the backbone of our organization. And our employee-driven program that gives back to our communities ensures we are thinking beyond the technology we implement, optimize, and use day-to-day—for a life outside of work. Employees can decide when and how they want to give back. We have regularly scheduled times for employees to dedicate to the organization of their choice, and as a remote-first organization with employees across the US, we’re making an impact everywhere our employees are. Our Philosophy ## Staying connected, giving back Charted is a people-first organization, and the people we always start with are our employees. When our employees feel supported, we know they’ll do everything they can to support our customers and partners too. We also recognize there is life outside work, and we encourage our employees to give back to their local communities, whether that’s in the northeast, central Texas, the capital of Mexico, or anywhere else our employees live. Employees are given dedicated time to support their charity of choice, and in return, Charted makes a small donation to the charities our employees work with. ![](https://charted.com/wp-content/uploads/2025/09/Greater-Boston-Food-Bank-Group-Photo-edited-32x18.webp "Greater-Boston-Food-Bank-Group-Photo - Charted") The Value of Giving Back “Serving with Two Bear Therapeutic Riding Center for the past year and a half has been an incredibly rewarding experience. I was drawn in by the people and the mission, and I’ve been deeply moved by the impact the organization has on not only its participants but their families as well. As someone with brothers who have special needs, this work really resonates with me. As a newcomer to Whitefish, TBTRC has also given me a meaningful way to give back to the community I’ve quickly grown to love.” Jessica Morgan Serving as both Treasurer and a board member of Two Bear Therapeutic Riding Center ![](https://charted.com/wp-content/uploads/2025/09/tbtrc-photo-1-32x21.webp "tbtrc photo (1) - Charted") Technology that serves your mission ### Charted works with Non-Profits that run NetSuite Canadian Cancer Society ![](https://charted.com/wp-content/uploads/2025/09/Canadian-Cancer-Society-Logo-Black400x200-32x16.webp "Canadian-Cancer-Society-Logo-Black400x200 - Charted") Communities Texas ![](https://charted.com/wp-content/uploads/2025/09/Communities-Texas-Logo-Black-400x200-1-32x16.webp "Communities-Texas-Logo-Black-400x200 - Charted") Feeding America ![](https://charted.com/wp-content/uploads/2025/09/Feeding-Am-Logo-Black-400x200-1-32x16.webp "Feeding-Am-Logo-Black-400x200 - Charted") National Park Foundation ![](https://charted.com/wp-content/uploads/2025/09/National-Park-Logo-Black400x200-32x16.webp "National-Park-Logo-Black400x200 - Charted") Out & Equal ![](https://charted.com/wp-content/uploads/2025/09/Out-And-Equal-Logo-Black-32x13.webp "Out-And-Equal-Logo-Black - Charted") Sierra Club ![](https://charted.com/wp-content/uploads/2025/09/Sierra-Club-Logo-Black-400x200--32x16.webp "Sierra-Club-Logo-Black-400x200 - Charted") Tides Network ![](https://charted.com/wp-content/uploads/2025/09/Tides-Network-Logo-Black-400x200--32x16.webp "Tides-Network-Logo-Black-400x200 - Charted") World Vision ![](https://charted.com/wp-content/uploads/2025/09/World-Vision-Logo-Black-400x200-1-32x16.webp "World-Vision-Logo-Black-400x200 - Charted") YMCA Central Florida ![](https://charted.com/wp-content/uploads/2025/09/YMCA-Logo-Black400x200--32x16.webp "YMCA-Logo-Black400x200 - Charted") Indian Creek Foundation ![](https://charted.com/wp-content/uploads/2025/09/Indian-Creek-Logo-Black-400x200-1-32x16.webp "Indian-Creek-Logo-Black-400x200 - Charted") ## Built to feel invisible. Designed to feel right. Our solutions follow your rhythm—reducing friction, instead of adding steps—so finance can focus on decisions, instead of detours. [Get Started](https://charted.com/get-started/) --- ### [Resource Center](https://charted.com/resources/) **Published:** July 28, 2025 **Author:** bb-admin --- ### [Case Studies](https://charted.com/case-studies/) **Published:** July 30, 2025 **Author:** bb-admin --- ## Quizzes & Surveys ### [Can you detect the fraud attempt?](https://charted.com/blog/qsm_quiz/can-you-detect-the-fraud-attempt/) **Published:** February 3, 2026 **Author:** Anna Wright **Content:** None A vendor you've worked with for years suddenly submits an invoice with slightly different bank details. What’s your next step? Process the payment since you’ve worked with them before Reply to the email and ask if the change is legitimate Update the bank details and monitor the next payment for any issues Send a secure bank detail update form through your ERP system or vendor portal None 1 out of 7 Your finance team receives an email from your CEO asking for a list of all active vendor accounts. What should they do? Send the list right away—it’s the CEO! Ask the CEO to confirm the request in Slack or Teams Double-check the email domain for signs of spoofing before responding Ignore the request since the CEO wouldn’t ask for this None 2 out of 7 You receive a call from someone claiming to be from your bank’s fraud department. They say they detected suspicious activity and need to verify your company’s banking credentials. What do you do? Provide the credentials since they’re from your bank Ask for a callback number and verify their identity separately Hang up and call the bank’s official number to confirm Tell them you’ll have your finance team follow up and end the call None 3 out of 7 A supplier sends an invoice with an urgent note: "Payment must be made today, or service will be suspended!" What’s the best course of action? Process the payment immediately to avoid disruptions Ask the supplier to provide supporting documentation Review past invoices for inconsistencies and call the supplier directly Reply asking if you can delay payment by a day None 4 out of 7 You find two invoices from the same vendor with identical details but slightly different invoice numbers. What should you do? Pay both since vendors sometimes issue revised invoices Flag them for further review to check for duplicates Call the vendor to ask which one is real Cancel both invoices to be safe None 5 out of 7 Your company receives a check in the mail as a refund from an unknown vendor, asking you to deposit it and return a portion of the funds. What’s your next step? Deposit the check and refund the requested amount Investigate the sender and verify the legitimacy of the refund Shred the check to avoid any risk Cash the check and wait to see if it clears None 6 out of 7 Your company receives an invoice from a vendor, but the email domain is slightly different from their usual one (e.g., @vendorcompany.co instead of @vendorcompany.com). What should you do? Approve the invoice since the sender’s name matches the vendor’s contact Reply to the email asking for confirmation of the invoice details Call the vendor using the phone number on file to verify the invoice Ignore the difference—it’s probably just a secondary email domain None 7 out of 7 ![clock.png](https://charted.com/wp-content/plugins/quiz-master-next/assets/clock.png) Time’s up Cancel --- ## Whitepapers ### [What is a NetSuite transaction? GL impact, posting rules, and the full transaction lifecycle](https://charted.com/white-paper/what-is-a-netsuite-transaction-gl-impact-posting-rules-and-the-full-transaction-lifecycle/) **Published:** June 30, 2026 **Author:** Alicia Sgromo **Content:** ## What is a NetSuite transaction? In NetSuite, a transaction is any record that creates a financial or operational event: including sales orders, purchase orders, work orders, item receipts, fulfillments, invoices, and assembly builds. Most NetSuite transactions are non-posting when created, meaning they have no GL impact until a downstream trigger (fulfillment, receipt, or completion) is hit. The four key transaction types covered in this guide: - Service Orders (order-to-cash) - Manufacturing and Work Orders - Assembly Builds - Item order execution (procure-to-pay) This guide from [Charted](http://www.charted.com), a leader in intelligent AP automation built natively for NetSuite, covers the core transaction lifecycle in NetSuite’s standard and manufacturing modules. Specific behavior may vary based on your enabled features, costing method, and configuration. It goes through how transactions move through NetSuite, what happens to inventory along the way, and how it all connects to your financial records. ## Introduction If you’re working with NetSuite, or in the process of evaluating it, one of the most important things to understand is how transactions flow through the system. A “transaction” in NetSuite isn’t just an invoice. It’s any record that creates a financial or operational event: a sales order, a purchase order, a work order, an item receipt, a fulfillment, an assembly build. They’re all transactions, and they’re all connected (and if they’re not connected, then that’s a whole separate conversation). This guide walks through the full lifecycle of four key transaction types: 1. **Service Orders** (Sales Order → Fulfillment → Invoice → Payment) 2. **Manufacturing and Work Orders** (Planning → Production → Completion → Invoice) 3. **Assembly Builds** (Simple BOM-based assembly without full manufacturing) 4. **Item Order Execution** (Purchase Order → Receipt → Bill → Payment) For each, we’ll cover what the transaction does, how inventory is affected, and what exactly hits the general ledger. #### Understanding NetSuite’s transaction philosophy Before diving into each type, there’s one principal worth internalizing: most transactions in NetSuite are non-posting until a specific trigger is hit. A sales order, for example, has zero accounting impact when it’s created. It records a commitment, allocates inventory, and drives fulfillment workflows; nothing posts to your books until goods ship or services are completed. This is intentional, as it separates the operational record from the financial event. Here’s a quick reference to understand when key transactions post to the GL: TransactionPosts to GLWhenSales Order No– (operational only)Item FulfillmentYesWhen shipment is confirmedInvoiceYesWhen created (increased A/R)Customer PaymentYesWhen appliedPurchase OrderNo– (operational only)Item ReceiptYesIncreases Inventory Asset & Accrued PurchasesVendor BillYesMoves from Accrued Purchases to A/PWork OrdersNo– (operational only)Work Order CompletionYesMoves WIP to Finished GoodsAssembly BuildYesConsumes components, added finished assembly ## Section 1: Service Orders: The Order-to-Cash cycle A Service Order in NetSuite is the standard sales cycle: a customer wants something, you commit to deliver it, you deliver it, you invoice them, and you collect payment. The backbone is the Sales Order, which then spawns fulfillment and billing transactions. #### Step 1: Sales Order created (pending fulfillment) A sales order records your commitment to sell items or services to a customer. At this stage: - No GL impact—the order is non-posting. - Inventory is soft-allocated (committed but not yet reduced). - The order status is Pending Fulfillment. - Available inventory drops (committed quantity increases), but on-hand inventory does not change. **Navigation:** Transactions → Sales → Enter Sales Orders **Sales Order status flow:** Pending Approval → Pending Fulfillment → Partially Fulfilled → Fulfilled → Partially Billed → Billed/Invoiced #### Step 2: Approval (optional but recommended) If your account uses workflow-based approvals, the order moves through an approval queue before it can be fulfilled. Orders with status Pending Approval cannot be fulfilled or billed. #### Step 3: Item Fulfillment (inventory decreases here) The Item Fulfillment is the transaction that officially records the shipment of goods. This is where inventory actually moves. **GL impact →Item fulfillment:** Debit: Cost of Goods Sold (COGS) $X Credit: Inventory Asset $X The cost booked to COGS is calculated based on your costing method (Average Cost, FIFO, LIFO, or Specific Identification). The order status moves to Shipped. **Pick, Pack, Ship (with Advanced Shipping enabled):** If you use the Advanced Shipping feature, the fulfillment process breaks into three discrete steps: 1. **Pick:** Items are picked from the warehouse bins. 2. **Pack:** Items are packed for shipment. 3. **Ship:** Shipment is confirmed, Item Fulfillment record is created. Each step updates the order status and creates operational records. The inventory impact (COGS debit, Inventory credit) happens at the ship step. **Navigation:** Transactions → Sales → Fulfill Orders #### Step 4: Invoice created → AR posted Once the order is fulfilled, you bill the customer by creating an Invoice (or a CashSale for immediate-pay customers). **GL impact → Invoice:** Debit: Accounts receivable (AR) $X Credit: Sales revenue $X **GL impact → Cash Sale:** Debit: Undeposited funds (or Bank) $X Credit: Revenue $X The cost booked to COGS is calculated based on your costing method (Average Cost, FIFO, LIFO, or Specific Identification). The order status moves to Shipped. With Advanced Shipping enabled, the fulfillment and invoice are separate transactions. Without it, invoicing happens automatically at fulfillment. **Navigation:** Transactions → Sales → Bill Sales Orders #### Step 5: Customer Payment (AR Cleared) ****GL impact → customer payment:**** Debit: Bank / Undeposited Funds $X Credit: Accounts Receivable (AR) $X The invoice status becomes Paid and the order cycle is complete. #### Complete Service Order flow \[Sales Order Created\] ↓ (inventory committed, no GL impact) \[Approval\] ↓ \[Item Fulfillment / Pick-Pack-Ship\] ↓ (GL: Debit COGS / Credit Inventory) \[Invoice Generated\] ↓ (GL: Debit A/R / Credit Revenue) \[Customer Payment Applied\] ↓ (GL: Debit Bank / Credit A/R) \[Order Closed\] ## Section 2: Manufacturing Orders (work orders) A work order is the instruction to manufacture something. It is the central record driving material consumption, production tracking, and cost accumulation in NetSuite manufacturing. **Important:** Full work order management requires the Manufacturing module (a paid add-on). Basic assembly production is available through Assembly Builds (see Section 3 to learn more about Assembly Builds). #### Step 1: Work order created (planning) Work orders can originate from multiple sources: - **Manually** by a production planner. - **From a Sales Order** (make-to-order: a customer ordered the item). - **From MRP** (Material Requirements Planning, based on demand/reorder points). - **From planned orders** converted to firmed work orders. When created, NetSuite automatically: - **Explodes the Bill of Materials (BOM)**, listing every required component and quantity. - **Checks component availability** against current stock. - **Calculates expected completion date** based on routing and lead times. Work order types include: TypeDescription**Standard**Produce a quantity for stock (make-to-stock)**Make-to-Order**Linked to a specific sales order**Make-to-Stock**Driven by forecast or reorder points**Disassembly**Breaks a finished assembly back into components #### Step 2: BOM explosion & component management The work order reads the BOM and calculates all required component quantities scaled to the production quantity. **Example:** BOM for “Widget A” requires: 2× Steel Plate, 4× Bolt M6, 1× Motor Unit Work Order for 100× Widget A therefore requires: 200 Steel Plates, 400 Bolts M6, 100 Motor Units **Component strategies:** - **Reserve inventory**: allocate existing stock so other transactions can’t consume it. - **Back-flush**: don’t reserve upfront; consume components automatically at completion based on BOM quantities. - **Manual issuance**: issue components to the work order as they become available (most control). **Best practice:** Back-flush only low-value, high-volume items (fasteners, packaging). Explicitly issue high-value components for better WIP accuracy. #### Step 3: Release (work begins) Releasing the work order signals to the production floor manufacturing can start. Released orders appear on shop floor dashboards and production schedules. **Status flow:** Planned → Released → In Process → Built → Closed #### Step 4: Component issuance → first inventory impact As production begins, components are issued from raw materials inventory to the work order. ****GL impact → component issuance:**** Debit: Bank / Undeposited Funds $X Credit: Accounts Receivable (AR) $X Labor costs (if routing is configured) also accumulate in the WIP as operators record time against each routing step. #### Step 5: Work order completion → WIP moves to Finished Goods When finished goods come off the production line, record a work order Completion for the quantity produced. ****GL impact → work completion:**** Debit: Bank / Undeposited Funds $X Credit: Accounts Receivable (AR) $X Partial completions are supported—a work order for 100 units can be completed in batches over multiple days. #### Step 6: Scrap and variance handling Manufacturing isn’t perfect. Some of the offsets that need to be recorded include: - **Component scrap**: damaged material goes to a Scrap Expense account (not into the finished good cost). - **Yield loss**: if 100 items were planned but only 95 were produced, the 5 lost units’ WIP cost posts to a Yield Loss account. - **Production variances**: actual vs. standard cost differences are posted to variance accounts at close. #### Step 7: Work order closed Once all quantities are completed (or cancelled), the work order is closed with the following actions taking place: - Remaining WIP balances are written off to variance accounts. - Component allocations are released. - The work order becomes non-editable. #### Step 8: Invoicing (make-to-order) For make-to-order work orders linked to a sales order, completion triggers the fulfillment and billing cycle as described in Section 1. #### Complete manufacturing order flow \[Work Order Created (Manual / MRP / Sales Order)\] ↓ (BOM exploded, components checked, no GL impact) \[Work Order Released\] ↓ \[Component Issuance\] ↓ (GL: Debit WIP / Credit Raw Materials) \[Labor Recording (per routing step)\] ↓ (GL: Debit WIP / Credit Labor Payable) \[Work Order Completion\] ↓ (GL: Debit Finished Goods / Credit WIP) \[Scrap / Variance Posted\] ↓ \[Work Order Closed\] ↓ (if make-to-order → triggers Item Fulfillment → Invoice → Payment) ## Section 3: Assembly Builds An Assembly Build is NetSuite’s simpler, single-step alternative to full work orders. It’s available in the base NetSuite license (no Manufacturing module required). Think of it as: select the finished item, enter the quantity to build, and NetSuite consumes the components and adds the finished assembly to inventory, all in one step. **When to use Assembly builds vs. Work orders** Assembly buildWork orderLicense requiredBase NetSuiteManufacturing moduleRouting / multi-stepNoYesWIP trackingNoYesLabor recordingNoYesPartial completionsNoYesSchedulingNoYesBest for:Kitting, light assembly, complex manufacturing #### The Assembly Build transaction **Navigation:** Transactions → Manufacturing → Build Assemblies 1. Select the assembly item 2. Enter the quantity to build 3. NetSuite reads the BOM and verifies component availability 4. Save; components are consumed and finished assemblies are added to inventory **GL impact →Assembly Build:** Debit: Assembly/Finished Goods Inventory $X (at sum of component costs) Credit: Component Inventory (each component) $X (per BOM quantities) The cost of the assembly is the sum of component costs at the time of the build, using your costing method. There’s no WIP—the transaction is instantaneous. #### Disassembly Assembly Builds can be run in reverse to disassemble a finished item back into components; useful for rework, recycling, or inventory rebalancing. The BOM runs backwards: the finished assembly is consumed, and components are returned to inventory. ## Section 4: Item Order Execution: The purchase-to-pay cycle Item Order Execution covers how you acquire inventory from vendors: from raising a purchase order, through receiving goods into stock, to paying the vendor. This is the procure-to-pay cycle. #### Step 1: Purchase Order created (no GL impact) A Purchase Order (PO) is your commitment to buy from a vendor. Like a sales order, it has no GL impact when created, as it is non-posting. **What happens at PO creation:** - A formal record is created for the vendor. - Items are flagged as “on order” (visible in inventory reports). - Approval routing can be enforced before the PO is sent to the vendor. **Navigation:** Transactions → Purchases → Enter Purchase Orders #### Step 2: Item Receipt (inventory increases here) When the vendor delivers your goods, you record an Item Receipt against the open PO. This is the critical moment when inventory physically (and financially) enters your warehouse. **GL impact → **Item Receipt (with Advanced Receiving):**** Debit: Inventory Asset $X (increases your assets) Credit: Accrued Purchases $X (liability—you received goods but haven’t been billed yet) The Accrued Purchases account acts as a clearing/bridge account to handle the timing gap between receiving goods and receiving the vendor’s bill. The on-hand quantity in your inventory records updates immediately. **Navigation:** Transactions → Purchases → Receive Orders **After receiving:** - PO status moves to Pending Billing. - Items are immediately available in inventory. - Items can be automatically allocated to open sales orders, backorders, or production builds. #### Step 3: Vendor bill created → AP posted When the vendor’s invoice arrives, you record a Vendor Bill against the item receipt. This is when Accounts Payable is formally recorded. ****GL impact → vendor bill:**** Debit: Accrued Purchases $X (clears the bridge account) Credit: Accounts Payable (A/P) $X (now you formally owe the vendor) The Accrued Purchases account is now zeroed out. The bill appears on the Open Bills report and the AP Aging report. **Navigation:** Transactions → Payables → Enter Bills (or Bill from the PO) #### Step 4: Vendor bill variances (when quantities or prices differ) In practice, the PO price, received quantity, and vendor invoice amount don’t always match. NetSuite handles this through **Vendor bill variances**: - **Quantity variance**: received more or fewer units than ordered. - **Price variance**: vendor billed at a different price than the PO. - **Exchange rate variance:** for multi-currency POs. Variances post to dedicated variance accounts (set on the item record), keeping your inventory costing clean. #### Step 5: Vendor payment → AP cleared When you pay the vendor: ****GL impact → vendor payment:**** Debit: Accounts Payable (AP) $X Credit: Bank Account $X The bill status becomes Paid and the procure-to-pay cycle is complete. #### Complete item order execution flow \[Purchase Order created\] ↓ (items flagged “on order,” no GL impact) \[Vendor Approval / PO Sent to Vendor\] ↓ \[Item Receipt Recorded\] ↓ (GL: Debit Inventory / Credit Accrued Purchases) ↓ (on-hand quantity increases immediately) \[Vendor Bill Created\] ↓ (GL: Debit Accrued Purchases / Credit A/P) \[Vendor Bill Variances Posted (if any)\] ↓ (GL: Variance accounts adjusted) \[Vendor Payment Made\] ↓ (GL: Debit A/P / Credit Bank) \[PO closed\] #### Inventory impact summary at a glance TransactionInventory effectGL account movementSales Order CreatedSoft commit (no physical change)NoneItem FulfillmentDecreases on-handDebit COGS/Credit InventoryPurchase OrderIncreases “on order” quantityNoneItem RecieptIncreases on-handDebit Inventory/Credit Accrued PurchasesAssembly BuildComponents decrease, finished good increasesDebit Assembly/Credit Component InventoriesWord Order Component Issuance Components decreaseDebit WIP/Credit Raw MaterialsWork Order CompletionFinished goods increaseDebit Finished Goods/Credit WIPCustomer Return (RMA)Increases on-handDebit Inventory/Credit COGSVendor ReturnDecreases on-handDebit AP or Accrued Purchases/Credit Inventory ## Key concepts to know #### Costing methods NetSuite calculates inventory cost using one of these methods, set per item: - **Average Cost**: the default; COGS = average of all units in stock. - **FIFO:** (First In, First Out) oldest units sold first. - **LIFO:** (Last In, First Out) newest units sold first. - **Standard Cost**: a pre-set expected cost; variances are posted separately. - **Specific Identification**: cost tracked per individual lot or serial number. The costing method determines what gets debited to COGS on every fulfillment and assembly transaction. #### Lot and serial tracking For regulated industries or high-value items, NetSuite tracks individual units by lot number or serial number. These flow through every transaction—receipts, builds, fulfillments—giving full traceability from supplier to customer. #### Multi-location inventory With the Advanced Inventory module, inventory is tracked by location. A transfer order moves stock between locations, creating a two-sided inventory transaction: Debit: Destination Location Inventory Credit: Source Location Inventory #### Non-posting transactions **Remember: Sales Orders, Purchase Orders, and Work Orders are non-posting.** They are operational commitments that drive workflows but have no direct GL impact until a downstream transaction (fulfillment, receipt, completion) is triggered. ## Putting it all together: How the transaction cycles interconnect In a manufacturing company, these cycles often interlock in a single chain: 1. A Sales Order is placed for a finished product. 2. The sales order triggers a Work Order (make-to-order). 3. The work order’s BOM reveals a component shortage, triggering a Purchase Order. 4. The PO is received via an Item Receipt (inventory increases). 5. Components are issued to the Work Order (inventory shifts to the WIP). 6. Production completes and Finished Goods are received from the WIP. 7. The finished goods are fulfilled against the Sales Order (inventory decreases). 8. An Invoice is generated and the customer pays. 9. The Vendor Bill is matched and paid. Every step in this chain is a transaction in NetSuite, and every transaction either moves inventory, posts to the GL, or both. The power of a properly configured NetSuite implementation is that all of this flows automatically, from demand signal to cash receipt, with a complete audit trail at every step. ## Final tips for working with NetSuite transactions **1. Don’t skip transaction steps.** Jumping from a work order straight to “in process” bypasses the release checkpoint. The release gate exists to prevent the starting of work that can’t be completed due to material or capacity constraints. **2. Close work orders promptly.** Open work orders with remaining WIP balances distort inventory valuation. If a work order won’t be completed, cancel the remaining quantity and close it. **3. Match bills to receipts.** Enable “Match Bill to Receipt” on purchase order lines. This ensures variance accounts are populated correctly and simplifies reconciliation. **4. Understand your costing method.** Every fulfillment and build transaction posts a cost to the GL based on your costing method. Errors in item setup (wrong costing method, wrong cost) are hard to fix after the fact. **5. Use the GL impact view.** Every posting transaction in NetSuite has a “GL impact” tab showing exactly which accounts were debited and credited. This is your best debugging tool when something looks off in the books. **6. Leverage saved searches.** NetSuite’s transaction reporting can feel overwhelming. Saved searches across transaction types (e.g., “all open work orders with WIP > $0”, “items received but not billed”) are essential operational tools. ## Frequently asked questions What is the difference between a sales order and an invoice in NetSuite? In NetSuite, a sales order is a non-posting operational record that commits inventory and drives fulfillment. An invoice is a posting transaction that creates an Accounts Receivable entry and records revenue. The invoice is generated after fulfillment; it is the formal billing document sent to the customer. When does inventory decrease in NetSuite? Inventory on-hand decreases in NetSuite when an Item Fulfillment is confirmed at the shipment step. A sales order only soft-commits inventory, it does not reduce on-hand quantity. The GL entry (Debit COGS/Credit Inventory Asset) is created at fulfillment, not at order creation. What is the Accrued Purchases account in NetSuite? In NetSuite, Accrued Purchases is a clearing liability account that handles the timing gap between receiving goods and receiving the vendor’s bill. When an Item Receipt is recorded, NetSuite debits Inventory Asset and credits Accrued Purchases. When the Vendor Bill is entered, it debits Accrued Purchases and credits Accounts Payable, zeroing out the bridge account and formally recording the liability. In the procure-to-pay cycle, the Accrued Purchases account in NetSuite acts as a bridge between the moment goods are received (Item Receipt) and the moment the vendor’s bill is recorded (Vendor Bill). This ensures both inventory and liabilities are accurately stated in the period goods arrive, even if the vendor invoice arrives later. What is the difference between an Assembly Build and a Work Order in NetSuite? An Assembly Build in NetSuite is a single-step transaction available in the base license, suited for kitting and light assembly with no WIP tracking or labor recording. A Work Order requires the Manufacturing module and supports multi-step routing, WIP accumulation, labor recording, partial completions, and scheduling. Use Assembly Builds in NetSuite for simple BOM-based production; use Work Orders in NetSuite instead for complex manufacturing. Do purchase orders post to the general ledger in NetSuite? No, purchase orders in NetSuite are non-posting operational records. They flag items as ‘on order’ and drive approval and receiving workflows, but they have no GL impact. The first GL entry in the NetSuite procure-to-pay cycle occurs when an Item Receipt is recorded against the PO. How does NetSuite handle vendor bill variances? When the vendor’s invoice differs from the PO in price, quantity, or exchange rate, NetSuite posts the difference to dedicated variance accounts configured on the item record. This keeps inventory costing clean and isolates the discrepancy for finance review. Navigate to Transactions → Payables → Post Vendor Bill Variances. What does ‘non-posting transaction’ mean in NetSuite? A non-posting transaction in NetSuite is an operational record with no direct GL impact. Sales orders, purchase orders, and work orders are all non-posting. They create commitments, allocate inventory, and drive downstream workflows, but the GL is only affected when a posting transaction (fulfillment, receipt, bill, or payment) is triggered. --- ### [Five advantages of NetSuite-native AP Automation solutions](https://lp.charted.com/whitepaper-5-advantages-of-netsuite-native-ap-automation-solutions) **Published:** September 7, 2020 **Author:** Kim Wright **Content:** Download a copy of this complimentary whitepaper from Charted and learn more about how NetSuite-native AP automation solutions can bring equal or more benefits than external systems that integrate with NetSuite. This outline from SquareWorks Consulting will also help you understand how you can leverage these solutions to streamline and support your accounts payable process --- ### [The case for an integrationless AP Automation platform](https://lp.charted.com/whitepaper-download-the-case-for-an-integration-less-ap-automation-platform) **Published:** May 21, 2025 **Author:** Alicia Sgromo **Content:** Integrations are now as vital as the cloud, yet most AP tools for NetSuite rely on external connectors that add hidden costs and maintenance headaches. This whitepaper explores a better way: an AP automation solution built natively in NetSuite—no integrations, no complexity. --- ### [How to use NetSuite’s Outsourced PO Process for manufacturing](https://lp.charted.com/whitepaper-how-to-use-netsuites-outsourced-po-process-for-manufacturing-download?target=blank) **Published:** June 6, 2021 **Author:** bb-admin **Content:** Learn how to setup and configure NetSuite’s outsourcing feature, released in NetSuite 2020.1, with SquareWorks Consulting’s cheat sheet. This complimentary whitepaper breaks down the feature’s setup and configuration to allow your team to get started in no time. SquareWorks Consulting can help you understand how you can leverage this solutions to and streamline your outsourcing process for accurate and efficient data entry. --- ### [How to use the centralized purchasing and intercompany cross-subsidiary fulfillment features in NetSuite](https://lp.charted.com/whitepaper-how-to-use-the-centralized-purchasing-and-intercompany-cross-subsidiary-fulfillment-features-in-netsuite-download?target=blank) **Published:** February 5, 2024 **Author:** bb-admin **Content:** Learn how to setup and configure NetSuite’s Centralized Purchasing and Intercompany Cross-Subsidiary Fulfillment feature with SquareWorks Consulting’s cheat sheet. This complimentary whitepaper simplifies the setup and configuration, enabling your team to kickstart the process promptly. Whether you are beginning your NetSuite journey or seeking to optimize your existing NetSuite environment by incorporating this specific functionality, SquareWorks is ready to support you. --- ## eBooks ### [How to achieve AI success with invoice automation inside NetSuite](https://charted.com/e-book/how-to-achieve-ai-success-with-invoice-automation-inside-netsuite/) **Published:** June 17, 2026 **Author:** Anna Wright **Content:** ## Key takeaways - **AI accuracy is table stakes, not a differentiator.** Most vendors lead with accuracy claims, but field-level OCR accuracy should be the baseline expectation of any AP solution. Real ROI is found in what happens after extraction: whether the data lands on the right record, populates custom fields correctly, and gets coded consistently over time. - **Native ERP architecture matters more than most buyers realize.** Tools that write to a separate record type (rather than directly to the Vendor Bill) introduce conversion steps where custom fields get dropped and audit trails fragment. The case here is that living inside NetSuite, rather than syncing to it, is what makes AI outputs trustworthy at scale. - **Natural language instructions are the real edge-case differentiator.** The gap between “mostly automated” and “touchless” usually comes down to a handful of recurring exceptions that previously required IT tickets or SuiteFlow scripts. Plain-language directions that finance teams can write and maintain themselves change that calculus significantly. - **Touchless processing is a destination, not a feature toggle.** Five distinct capabilities need to work in concert: centralized intake, high-accuracy capture, real-time three-way match, edge-case handling, and approval automation. Remove any one of them and the touchless rate collapses. The 25%+ figure cited is a useful benchmark for what a well-architected stack can realistically achieve. ## 01: Introduction Most finance teams have heard the AI pitch for improving invoice processing by now. Upload a PDF, the software reads it, a bill appears in NetSuite, and your AP team goes home early. The reality on the ground looks different. Optical character recognition is still not fully accurate, so your OCR misreads keep showing up in the same fields. The same five vendors get re-coded every month. Foreign-language invoices stall. Custom fields don’t populate. The AI efficiencies never materialize despite the promises, and AP managers quietly build spreadsheets in the background to track what the tool missed. If that sounds familiar, the issue isn’t AI—it’s how the AI was built into the AP workflow. For NetSuite users, the complexity of NetSuite requires an AI that is built on a deep understanding of the ERP. Here we distill what real AI success looks like for invoice processing inside NetSuite, the importance of tracking efficiency gains beyond accuracy, how natural language instructions change the math on edge cases, and what it actually takes to make touchless invoice processing more than a slide in a vendor deck. To learn more about the basics of AI invoice processing and what to look for when evaluating AI invoice processing software, read our [blog here](https://charted.com/blog/how-does-ai-invoice-processing-work-and-why-does-it-keep-failing-finance-teams/). ## 02: What real AI invoice processing looks like in NetSuite For AP teams that have long relied on rigid automation tools based on extremely defined extractions rules, it can be hard to envision what effective AI looks like within your accounts payable processes. The system has always been set up the same way: OCR-based data extraction, hoping that templates are followed and line items coded correctly, then manual reviews, often followed by manual fixes. A truly smart AI system expands on all of this to offer not just a higher level of accuracy or smarter templates, but instead is able to learn over time and adapt to how your organization does business. Your system should now be able to not just extract your data, but know where it should go, extract patterns and be able to apply them to invoices going forward, and automatically process your invoices and bills to ensure it follows the previous standards. In this, the accuracy claims of many AI tools are a false flag—AI accuracy should be a given when it comes to extracting invoice data. It’s what happens after the data is extracted is what matters. ## 03: The barrier to AI outputs you can trust While accurate data ingestion should be table stakes, it is also the most crucial aspect in ensuring effective AI use to process invoices in NetSuite (or any other automated accounts payable function in NetSuite). **The data powering your AI must be 100% clean and reliable.** Every other aspect of AI use—how to measure efficiency gains and success, improved workflows, NetSuite customizations, improved audit trails, chatbot functionality—operates downstream of AI outputs that must be based on data your team can trust. A capture engine that only hits 70–80% field-level accuracy and dumps results into a staging record isn’t automation—it’s a head start on manual data entry. Real AI invoice processing has to clear these three bars: **It has to be accurate where it counts.** Header-level accuracy is the easy part. Vendor name, invoice number, total. The harder problem is line-item extraction: quantities, unit prices, descriptions, account numbers, service periods. That’s where most tools fall apart and where AP teams lose hours every week re-keying data. [Charted Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) hits 95%+ field-level OCR accuracy, including line items, and it learns each vendor’s coding patterns from your own historical NetSuite data. The result is accuracy that climbs over time instead of plateauing at go-live. **The data has to land on the native Vendor Bill record.** Many tools—including NetSuite’s own Bill Capture—create a separate record type that then has to be converted into a Vendor Bill. That conversion step is where custom fields get dropped, line-level data gets flattened, and audit trails get fragmented. Charted Invoice AI writes directly to the Vendor Bill record, so the custom fields, saved searches, workflows, and approval chains you’ve already built carry over without reconfiguration. **It has to be able to handle the complexities your business faces every day.** Multi-subsidiary, multi-currency, multi-country. Non-Latin character sets, including Japanese, Arabic, and Mandarin. Custom fields at line level. If your AI tool can only handle the easy invoices, it’s not solving the problem. #### NetSuite houses your data foundation The second most important factor in ensuring your data can be trusted within an AI-enabled framework to produce quality outputs is where your data lives. When organizations invest in an enterprise resource planning platform (ERP) like NetSuite, they are investing in a foundation for their business’ data. The quality of that foundation has never been more important, as teams are increasingly relying on AI to produce work they need to trust. When AP solutions operate externally outside of NetSuite, relying on asynchronous connectors that stall your data sync, historically has meant slower processes. Now, with every piece of data critical to running any AI-enabled solution within NetSuite, keeping all your software embedded within NetSuite is now crucial to maintain the quality of work outputs. If AI is only as good as the data powering it, that data needs to live where your solutions do—on the native NetSuite Vendor Bill. Third-party integrations are a tax on not just your organization’s time, but their efficiency, and now the quality of the work you’re getting from the solutions you pay for. ## 04: Natural language AI directions in action Even with strong baseline accuracy, every AP team has a list of invoice scenarios that automation can’t handle. The German vendor whose invoices need to be translated before extraction. The utility bill where the first date on the line is the service start and the last date is the service end. The PO-backed invoice where a memo reference determines which project gets coded. [AP Automation edge cases are harder to solve than they look; read our blog post here for more on what AI Directions actually does and how to handle your complex edge cases.](https://charted.com/blog/netsuite-ap-automation-edge-cases-how-ai-directions-handles-the-invoices-that-break-every-other-tool/) Historically, those scenarios meant one of three things: a SuiteFlow script, an IT ticket, or a manual workaround that quietly recurred every month. AI Directions, using natural language, changes that equation. Instead, finance can write rules out directly in the program (in whatever language they work in), creating specific scenarios based on vendors, departments, account numbers, or providing context for recurring edge cases that are constantly getting flagged; the AI tool then executes it during processing, removing manual headaches from the daily workflow. A few examples of what that looks like in practice: - **Translation:** “Translate the invoice into English before extracting.” Applied as a whole-invoice direction, every line and field comes into NetSuite in English regardless of source language. - **Date parsing:** “On each line, pull the first date as Start Date and the last date as End Date.” Useful for subscriptions, service contracts, and any vendor whose invoices carry a billing period at the line level. - **Custom field population:** “Find the project code under the Project heading and populate my custom segment.” Directions can be scoped narrowly—triggered only when a specific vendor name, account number, or tax ID appears on the document—or broadly across every invoice. There’s no code, no IT ticket, no script to maintain. The people who understand the rule write the rule. This is the practical difference between an AI solution that needs to be configured versus AI designed to work for your AP team first and foremost. Rigid rules force you to fit your business into pre-built logic. AI Directions lets you tell the system how your business actually works. For more AI directions examples, read our popular blog post [here](https://charted.com/blog/beyond-ocr-how-ai-directions-are-transforming-invoice-processing-in-netsuite/). Want examples of natural language directions taken directly from real-life use cases? Download our guide [here](https://charted.com/e-book/ai-directions-how-charted-customers-are-using-natural-language-ai-directions-to-handle-their-invoice-edge-cases/). [![Guide: AI Directions: How Charted customers are using natural language AI directions to handle their invoice edge cases. See Real-Life Examples.](https://charted.com/wp-content/uploads/2026/06/Charted-Social-AI-Directions-26-05-840x280-1-32x11.webp "Charted-Social-AI-Directions-26-05-840x280 - Charted")](https://charted.com/e-book/ai-directions-how-charted-customers-are-using-natural-language-ai-directions-to-handle-their-invoice-edge-cases/)Missed the Charted webinar on AI Directions? Download the recording [here](https://lp.charted.com/ai-directions-in-action-in-netsuite-webinar-registration/) or read the Q&A for tips and tricks [here](https://charted.com/blog/a-practical-guide-to-using-ai-directions-for-invoice-automation/). [![Invoice AI Master Class Series for NetSuite: AI Directions in action: Real invoice processing scenarios in NetSuite, real results. Watch Now.](https://charted.com/wp-content/uploads/2026/06/Charted-Social-AI-directinsWebinar-26-04-840x280BannerUnderBlogsWatch2-32x11.webp "Charted-Social-AI-directinsWebinar-26-04-840x280BannerUnderBlogsWatch2 - Charted")](https://lp.charted.com/ai-directions-in-action-in-netsuite-webinar-registration/)## 05: Setting your AP team up for touchless invoice processing What is touchless invoice processing? Touchless processing happens when bills are created automatically by Charted Invoice AI and submitted for approval with zero manual work from anyone on your AP team. This is the destination in AI efficiency, not the starting point. Getting there requires a stack of capabilities working together. Pulling any one of them out breaks the entire process. **1. Centralized native intake.** Every invoice has to land in one place, using data extraction you trust. The central AP Inbox replaces scattered intake (personal email, vendor portals, physical mail) with a single NetSuite-native queue that can be filtered per subsidiary or team member. If invoices are still arriving in five different external inboxes, no amount of AI on the back end will produce a touchless workflow. **2. High-accuracy capture and coding.** Touchless invoice processing only works when the team is confident in the accuracy of the data the AI is ingesting, trusting it to work without review. That requires field-level accuracy above 95%, vendor-based learning, and clean handling of custom fields and line items. Anything less and you’re auto-creating bills that need to be fixed downstream with further reviews, which is worse than not auto-creating them at all. **3. Real-time three-way match.** For PO-backed invoices, touchless invoice processing requires real-time, line-level matching against purchase orders and receipts that already live in NetSuite. When invoice quantities and prices match the PO and receipt within tolerance, the bill auto-creates and flows directly into approvals. When they don’t, the invoice stays in the inbox with clear discrepancy details—not in a separate system requiring reconciliation. Note that touchless invoice processing on PO-backed bills requires an exact match between PO and bill lines; tax or shipping added on the bill that wasn’t on the PO will route the invoice back for manual review. **4. AI Directions for the edges.** No matter how good the baseline AI is, every AP team has edge cases. AI Directions handles the ones a rules engine can’t express, like translations or custom field population, so those invoices don’t fall out of the touchless flow into manual handling. **5. Approval Automation that runs without a license tax.** Once a bill is created, it has to move through approval without bottlenecks. Email-based approvals let approvers act without a NetSuite license, and complex multi-level routing handles conditions across amount, entity, department, vendor, or any NetSuite field, all without IT involvement. When those five blocks are in place and architected on the same Vendor Bill record, touchless stops being a marketing claim and starts being a measurable share of your AP volume. Charted customers automate 25%+ of invoice volume through Touchless Invoice Processing—utilities, subscriptions, recurring services, and PO-backed bills that match cleanly. ## 06: Where to start when evaluating AI tools for invoice processing If you’re evaluating AI invoice processing for NetSuite, the important questions to ask aren’t about accuracy claims or ease of setup (based on a third-party integration). They’re about architecture and edge cases: - Does the tool write directly to the Vendor Bill record, or does it create a separate record type that has to be converted? - Is the AI adaptive or rule-based? - What’s the line-level OCR accuracy—not just the header? - When an edge case appears that the AI can’t handle out of the box, what’s the path to fixing it? Plain-language instruction, configuration, or developer ticket? - How does three-way match work on partial receipts and line-level variances? - What’s the touchless invoice processing rate? - What happens to custom fields, saved searches, and approval workflows you’ve already built? - Does it live inside your ERP or outside it? The answers separate an AI tool that compounds in value from AI tools that plateau directly after implementation. Ready to see what touchless invoice processing looks like on your NetSuite instance? [Request a demo](https://charted.com/get-started/) and we’ll walk through your specific circumstance and how Invoice AI can solve for everything your team is facing—manual work, edge cases, PO-matching, and the invoices that break every other tool—together. #### About Charted Charted clears the path for finance teams with AP Automation solutions built directly into your NetSuite environment, providing real-time clarity on every invoice, approval, and payment. Eliminate manual data entry with AI-powered capabilities and automation designed to accelerate your month-end close. Enable the most complex approvals and global, multi-entity workflows. Charted was born from years of hands-on implementation and consulting expertise, bringing you a one-stop-shop for everything NetSuite. To find out more, please visit [www.charted.com.](http://charted.com) *©2026 Charted (031226)* --- ### [E-invoicing for NetSuite: How AP teams can prepare for global mandates](https://charted.com/e-book/e-invoicing-for-netsuite-how-ap-teams-can-prepare-for-global-mandates/) **Published:** March 17, 2026 **Author:** Anna Wright **Content:** ## Key takeaways - **E-invoicing is a hot topic with the introduction of Belgium’s official mandate in 2026, but the concept of e-invoicing, or electronic data transfer, has been around for a long time.** It’s impact in Mexico was significant for domestic taxation and resulted in further international investment. - **Hidden benefits like compliance and fraud protection make e-invoicing beneficial for organizations at the micro level.** Organizations using NetSuite will realize complete audit trails that include e-invoicing. - **Preparing for e-invoicing adoption requires a full assessment, establishing a timeline, evaluating your tech stack, and communication with your vendors to ensure full compliance.** ## An introduction to e-invoicing Electronic invoicing, or e-invoicing, is nothing new. We often think of Europe as being a leader in all things digital, but other countries have had e-invoicing for years. Mexico has had the CFDI (Comprobante Fiscal Digital por Internet), since 2004, and various Latin American countries followed suit. The impacts for Mexico were quickly felt; a [study from Harvard](https://btca-production-site.s3.amazonaws.com/documents/506/english_attachments/Tax_Digitalization_in_Mexico_Success_Factors_and_Pathways_Forward.pdf?1606765708) suggests the tax-to-GDP ratio rose four percentage points from 2012 to 2017, and total tax evasion fell from 35% to 16%, thanks to a significant increase in tax revenue after e-invoicing was made mandatory. In addition, a more stable economic environment encouraged increased foreign investment. For companies and their customers, the benefits are also felt; validation reduces errors, network delivery reduces fraud exposure, structured data formats improve accuracy, and a stronger audit trail is always maintained. In times of economic volatility, governments need to look for further ways to guarantee tax revenue. Because of this, the e-invoicing mandate will only continue to grow beyond Belgium throughout 2026 and beyond. Here is what you need to know. ## 01: What is e-invoicing? #### Everything you need to know E-invoicing refers to the exchange of invoice data in a structured, machine-readable format—typically XML or similar standardized formats—rather than unstructured documents like PDFs or paper invoices. Unlike traditional invoicing where a PDF is emailed or scanned, e-invoicing transmits invoice data directly between systems using a secure network and in a format that can be validated, processed, and reported to tax authorities automatically. This also means e-invoicing mandates require anyone taking part in the financial system to utilize a means of processing e-invoices, usually an enterprise resources planning software (ERP) or an accounting software with e-invoicing capabilities. #### Characteristics of e-invoices: - **Structured data format**: Invoice information is transmitted as data fields (vendor name, invoice number, line items, tax amounts) rather than images or text documents - **Government validation**: Many e-invoicing systems route invoices through government portals for real-time tax validation before delivery to the buyer - **Tamper-proof**: Once validated, e-invoices cannot be altered without detection, ensuring data integrity #### How are e-invoices different from PDFs? Invoices provided as traditional PDF documents, even when sent electronically, do not fit the definition of an e-invoice. Why? Because PDFs require the recipient to manually extract the data from the invoice (or use an automation tool like [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) to extract it). E-invoicing eliminates the extraction step entirely, by transmitting the invoice data in a format that systems can read directly. It also keeps invoice data secure, and unable to be tampered with. **Aspect****PDF or traditional invoices****e-invoices****Format**Unstructured (image, text)Structured (XML, JSON)**Data Extraction**Manual entry or OCR requiredDirect system integration**Tax Validation**Manual or post-processingReal-time government validation**Editability**Can be altered after creationTamper-proof once validated**Compliance Reporting**Manual aggregationAutomatic government reporting #### Why governments are mandating e-invoices Governments and tax authorities are driving the adoption of e-invoicing, to close gaps in taxation, reduce fraud, and improve the efficiency of tax collection. By requiring invoices to be validated through government systems in real-time, authorities gain immediate visibility into transactions. Tax evasion on goods and services will become nearly impossible with e-invoicing mandates, ensuring secure invoice data is already logged and registered. It also has the additional upside of reducing the administrative burden for both businesses and tax authorities. For businesses, the system entirely removes manual invoice processing, ensuring invoice data is always accurate. ## 02: Regional adoption—where e-invoicing is happening and why #### The European Union While individual countries have imposed various e-invoicing systems throughout the last 25 years, the European Union has been focused on a mandate for years. Individual member states have implemented e-invoicing in various ways, and nations continue to roll out various requirements for the near future. #### Current e-invoicing landscape in Europe: - **Italy**: Mandatory e-invoicing for B2B and B2G transactions since 2019 - **France**: Phased rollout beginning 2026, with full B2B mandate by 2027 - **Germany**: Mandatory for B2G transactions; B2B requirements are going through a phased implementation that began in January 2025 - **Spain**: Mandatory for B2G; expanding to B2B transactions - **Poland**: Mandatory e-invoicing through the KSeF platform is in place for taxpayers, and B2B e-invoicing is starting in 2026 with a phased roll out - **Belgium**: Belgium has made e-invoicing mandatory for all VAT registered businesses since January 2026 - **Netherlands**: Mandatory for B2G; B2B e-invoicing is available, but not currently mandatory - **Luxembourg**: Mandatory for B2G, no other phases currently planned Each country within the EU has adopted slightly different technical standards and implementation timelines, creating complexity for multinational organizations operating across multiple EU jurisdictions. Countries also have different tax requirements, which add additional complexity to processing e-invoicing data. #### Why US adoption of e-invoicing has been slower Unlike Europe’s VAT-driven mandates, the United States has not implemented any e-invoicing requirements at either the federal or state level. There are a number of factors at play when looking to implement B2B e-invoicing: - **Tax structure differences**: The US sales tax system is decentralized across states, making federal mandates more complex. - **Voluntary adoption**: E-invoicing in the US has been driven by business efficiency rather than regulatory compliance - **Industry-specific standards**: Sectors like healthcare (EDI 810) and retail have adopted electronic invoicing independently - **No VAT gap pressure**: Without a VAT system, the US lacks the same tax collection incentives driving European mandates However, US-based companies with European operations have some choices to make. If your organization does not have a legal entity presence in a jurisdiction with an e-invoicing mandate, there are still benefits to having it set up. If your suppliers require e-invoicing for their own business, working with non-compliant customers would require them to send invoices using non-standard methods, which could cause invoicing issues for your company, resulting in missed invoices or late payments. And the underlying issue, which is that friction can damage your vendor relationships. #### How international e-invoicing mandates impact global operations Organizations operating internationally face a patchwork of e-invoicing requirements: - **Multi-jurisdiction compliance**: Different countries require different formats, validation processes, and reporting timelines - **Vendor coordination**: Both buyers and suppliers must support e-invoicing for transactions to flow smoothly - **System readiness**: ERP and AP automation platforms must support multiple e-invoicing standards - **Phased implementation**: Mandates often roll out in phases, requiring ongoing monitoring and adaptation ## 03: The hidden benefits – Compliance and security advantages of e-invoicing #### Built-in fraud prevention The structured, validated format of e-invoices makes invoice fraud significantly more difficult. Traditional PDF invoices can be easily manipulated: amounts changed, line items added, or duplicate invoices created. E-invoices in some regions are validated through government portals and cannot be altered without detection. In Belgium, they currently use the Peppol 4-corner model. The four corners operate as: ![](https://charted.com/wp-content/uploads/2026/03/Screenshot-2026-03-16-at-1.38.52-PM-32x26.webp "Screenshot 2026-03-16 at 1.38.52 PM - Charted")Even then, changes are already planned for future state; Belgium has announced for January 2028, invoice data will be transmitted to the Belgian tax authority almost immediately after issuance, replacing periodic exchanges. This new system will use the 5-corner model, as opposed to the current 4-corner model, where the government acts as an additional intermediary. **Key security benefits:** - **Tamper-proof validation**: Government systems validate invoice data before transmission, creating an immutable record - **Real-time verification**: Tax authorities can cross-reference invoices against reported transactions immediately - **Reduced duplicate payments**: Structured data makes it easier to detect duplicate invoice submissions - **Enhanced audit trails**: Complete transaction history is maintained in government systems #### Improved data accuracy Manual data entry and OCR processing often introduces errors into datasets: incorrect amounts, misread vendor names, or transposed account codes. E-invoicing eliminates these risks by transmitting data directly between systems, directly from your vendors. **Accuracy improvements:** - **No manual transcription**: Data flows directly from supplier systems to buyer systems - **Standardized formats**: Required data fields ensure completeness and consistency - **Automated validation**: Systems can verify data integrity before processing - **Reduced reconciliation needs**: Fewer errors mean less time spent investigating discrepancies **Benefits of e-invoicing for AP teams:** - **Reduced audit preparation**: Complete, validated records are maintained automatically - **Faster processing**: Structured data enables faster invoice approval and payment - **Lower compliance costs**: Automation reduces manual effort required for tax reporting ## 04: Prepare your AP operations for e-invoicing #### Assess your current state When introducing any new feature or process, assessing your current state is a crucial first step. Understanding the implications of e-invoicing before mandates are in place will help set your team up for success. **Key assessment questions:** - Do you operate in jurisdictions with existing or planned e-invoicing mandates? - What percentage of your vendors are prepared to send e-invoices? - Does your ERP system support structured invoice data formats? - How do you currently handle multi-jurisdiction tax compliance? - What [AP automation tools](https://charted.com/blog/navigate-global-growth-and-do-more-with-less-why-your-ap-team-needs-embedded-intelligence/) are you using, and do they support e-invoicing standards? #### Understand your timeline E-invoicing mandates typically roll out in phases, often starting with large enterprises before expanding to mid-market and smaller businesses. Understanding your timeline helps prioritize preparation efforts. **A typical phased rollout:** - **Phase 1**: Large enterprises (often 250+ employees or €50M+ revenue) - **Phase 2**: Mid-market companies (50-250 employees) - **Phase 3**: Small businesses and all remaining entities Keeping on top of e-invoicing mandates in each jurisdiction where you operate is key to determining when compliance becomes mandatory for your organization. #### Evaluate your technology stack Adopting e-invoicing is entirely dependent on your current setup; ERPs and accounts payable automation solutions must be adapted to suit the requirements of e-invoicing, not just based on your organization but also dependent on geography. Supporting e-invoicing formats also requires integration with government validation systems. **Technology readiness checklist:** - **ERP capabilities**: Does NetSuite support the e-invoicing formats required in your jurisdictions? - **AP automation integration**: Can your invoice processing solution handle structured e-invoice data? - **Vendor onboarding**: How will you communicate e-invoicing requirements to suppliers? - **Data mapping**: Can your systems map e-invoice data to your chart of accounts and approval workflows? - **Reporting capabilities**: Do you have visibility into e-invoice processing status and compliance? #### Communicate with vendors E-invoicing requires coordination between buyers and suppliers. Both parties must support the same standards and formats for transactions to flow smoothly. Creating a vendor strategy is necessary in order to set up e-invoicing correctly, and successfully make this transition. **Vendor strategy:** - **Identify critical vendors**: Prioritize high-volume or strategic suppliers for early e-invoicing adoption. - **Provide clear requirements**: Share technical specifications and a timeline for e-invoicing implementation. - **Offer support and resources**: Help vendors understand format requirements and integration options. - **Plan for a transition period**: Expect to support both traditional and e-invoicing formats during rollout. ## Chapter 5: How Charted supports E-invoicing #### Embedded NetSuite integration for a seamless adoption Charted [Invoice Automation](https://charted.com/ap-automation-suite/invoice-processing-automation/) operates entirely within NetSuite, ensuring expanding e-invoicing requirements are constantly being updated, without putting your AP workflows at risk with integrations that need reconfiguring. **Key advantages of native architecture:** - **Direct data access**: E-invoice data flows directly into NetSuite records using secure e-invoicing networks. - **Consistent workflows**: Approval processes, matching logic, and touchless invoice processing remain unchanged. - **Real-time visibility**: E-invoices appear in the same inbox as traditional invoices, with clear status indicators. - **Unified audit trails**: All invoice processing—whether PDF or e-invoice—is tracked within NetSuite. #### Handling both traditional and e-invoices During the transition period to adopt e-invoicing, AP teams will need to process both traditional PDF invoices and structured e-invoices at the same time to ensure operational continuity. The Charted platform is designed to handle both formats seamlessly. - **Automatic format detection**: The system identifies whether an invoice is a PDF requiring OCR or a structured e-invoice. - **Consistent data extraction**: Whether processing PDFs with Invoice AI or structured e-invoices, data populates the same NetSuite fields. - **Unified approval workflows**: Approvers see the same information regardless of invoice format. - **Single payment process**: Flows into your unified payment process, whether PDF or e-invoice. #### Zero disruption to existing workflows One of the biggest concerns finance teams have about e-invoicing is the potential disruption to established processes. The NetSuite-native architecture used by Charted ensures continuity with embedded finance controls. **Workflow continuity:** - **Same approval processes**: E-invoices route through existing approval workflows based on amount, department, or vendor. - **Familiar interface**: AP teams continue working in NetSuite without learning new systems. - **Consistent reporting**: Financial reports include both traditional and e-invoiced transactions seamlessly. - **No additional training**: E-invoices appear as standard bills in NetSuite, requiring no new user training. ## Conclusion: Prepare without panic E-invoicing represents a significant shift in how invoice data is exchanged and validated, but it doesn’t require a complete overhaul of your AP operations. By understanding the fundamentals, monitoring regional mandates, and ensuring your technology stack can support structured invoice data, you can prepare your organization for e-invoicing without disrupting existing workflows. **Key takeaways:** - **E-invoicing is structured data, not just electronic delivery**. The shift from PDFs to machine-readable formats enables real-time validation and automated processing - **Europe is early in expanding adoption, but US companies with international operations may still need to comply depending on individual circumstances.** Monitor mandates in jurisdictions where you operate and understand where tax implications can arise. If your vendors are facing e-invoicing mandates, complying could also improve your vendor relationships - **Security and compliance benefits are significant**. Tamper-proof validation, guaranteed accuracy, and streamlined tax reporting reduce fraud and administrative burden - **Native-NetSuite integration ensures seamless adaptation**. Platforms like Charted that operate entirely within NetSuite can support e-invoicing without external integrations or workflow disruption As e-invoicing mandates expand, finance teams who understand the fundamentals and prepare their technology stack now will be able to adapt smoothly. #### Are you prepared for e-invoicing? Charted [Invoice Automation](https://charted.com/ap-automation-suite/invoice-processing-automation/) provides NetSuite-native support for both traditional and e-invoicing formats, ensuring your team can adapt to regulatory changes without disrupting existing workflows. Ready to discuss your path to e-invoicing? [Contact us](https://www.charted.co/get-started/) to learn more. #### About Charted Charted clears the path for finance teams with AP Automation solutions built directly into your NetSuite environment, providing real-time clarity on every invoice, approval, and payment. Eliminate manual data entry withAI-powered capabilities and automation designed to accelerate your month-end close. Enable the most complex approvals and global, multi-entity workflows. Charted was born from years of hands-on implementation and consulting expertise, bringing you a one-stop-shop for everything NetSuite. To find out more, please visit [www.charted.com.](http://charted.com) *©2026 Charted (031226)* --- ### [AI Directions: How Charted customers are using natural language AI Directions to handle their invoice edge cases](https://charted.com/e-book/ai-directions-how-charted-customers-are-using-natural-language-ai-directions-to-handle-their-invoice-edge-cases/) **Published:** May 13, 2026 **Author:** Anna Wright **Content:** It can be hard to know where to start with [Invoice AI Directions](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/): Real-life use cases—using natural language to make changes to how your invoice automation workflow normally functions. Use the below example prompts as a starting point from real Charted customers who are using AI Directions to save time on manual invoice edits. ## 01: Separate out segment IDs and memo lines from the rest of your invoice data #### Suitable for: Higher education, multi-subsidiary, non-profits #### The problem: Dealing with complex invoices is nothing new, and NetSuite can handle multiple segment IDs without a problem. Separating out that information when one invoice has dozens of lines with various IDs and memos is the tricky part. Use AI Directions to ensure codes are separated out correctly from other invoice information like descriptions, funds, and purposes. #### Example: - Extraction field: Segment Code - AI Direction: 9 Digit code found under the heading “Customer Reference” - Extraction field: Memo - AI Direction: Concatenate Description, Fund, and Purpose columns. - (Example: Paper supplies – Liberal arts – unrestricted funds) #### The takeaway: This prompt ensures every single segment code is automatically pulled into the correct column, and the memo information is kept together in the memo column. It also separates out every line into multiple items in NetSuite, based on the segment code. This works in addition to Invoice AI extrapolating standard info from the invoice such as invoice number, date, address, etc. ## 02: For one tricky vendor, solve ongoing issues with a single direction #### Suitable for: Anyone #### The problem: Do you have that one vendor whose invoices always cause a problem? Maybe it’s a logistics company with PO numbers that always cross-reference incorrectly, or a particular vendor that will always have the same memo information, save time with a vendor-specific AI direction. Use specific keywords to specify your tricky vendor and use AI Directions to determine what to do for that specific vendor invoice. #### Example: - Keyword: County EMS - Extraction field: Memo - AI Direction: Concatenate: EMS Services, then add the “date of event”, then add “event”. #### Example: - Keyword: - Extraction field: PO Number - AI Direction: Do not grab the PO# listed on the invoice. #### The takeaway: Instead of making the same manual adjustments every time you receive an invoice from that one specific vendor, create a vendor-specific rule to ensure the correct information is pulled into the correct column every single time. ## 03: Concatenate this #### Suitable for: Anyone #### The problem: Need to combine data into one field in order to make sense of various bills? A common issue for utility invoices, set up a concatenate direction for any number of AI Directions, and automatically ensure your invoice data is accurate no matter what format it’s in. #### Example: - Extraction field: Invoice Number - AI Direction: Concatenate the Meter Reading Date and the Account Number found in the upper right hand of the invoice. #### Example: - Field: Invoice Number - AI Direction: Concatenate the Bill Date and Account Number found in the bottom right corner of the invoice. #### Example: - Field: Invoice Number - AI Direction: Concatenate the end service period date (MM/DD/YY) and the Account Number found in the upper left hand of the invoice. #### The takeaway: When you need to combine pieces of information across an invoice, the concatenate direction is easy to set up. When it only applies to specific vendors, you can create vendor-specific concatenate directions with vendors listed as keywords. ## 04: Pre-emptively fix mistakes #### Suitable for: Anyone #### The problem: Getting dates in the wrong year or invoices with the wrong code? Get ahead of fixing minor errors with an AI Direction designed to find and fix on its own. #### Example: - Field: Invoice Date - AI Direction: The invoice date must always be in the 2000s – if the year begins in 19 (e.g. 1926), replace with 20 (e.g. 2026). If the document shows a 2-digit year (e.g. 26) assume 2026. #### The takeaway: Finding and fixing minor errors still takes up time out of your day. Let Invoice AI save you the hassle. ## 05: Personnel directives #### Suitable for: Working with large vendors who have multiple locations and offices, intercompany transactions #### The problem: Large vendors or intercompany transactions can result in difficult matching between departments, locations, and other specific data. A simple AI Direction can clear up who operates where with the following prompt. #### The prompt: - Field: Account - Direction: Capture “requested by” found above the invoice table. - Field: Department - Direction: Capture “requested by” found above the invoice table. - Field: Location - Direction: Capture “requested by” found above the invoice table. #### The takeaway: Use the field to specify which pieces of information (account number, department, location) are associated with a specific datapoint on the invoice, in this situation the requested by individual. For multiple segments that all rely on the same data point, you can reuse the same AI Direction. This ensures invoices are always associated with the right account number, department, and location, based solely off of one person’s name. This prompt set-up can be repeated for as many people you need to keep track of. Updates to personnel info can also be easily updated in one place. ![Panel titled 'Charted tips and tricks for Invoice AI Directions' with a person typing on a laptop to the right.](https://charted.com/wp-content/uploads/2026/05/Charted-Ebook-AI-Directions-placedimage1-32x11.webp "Charted-Ebook-AI-Directions-placedimage1 - Charted")## Interested in learning more about Charted [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) and using the AI Directions feature? [Contact us](https://charted.com/get-started/) today. #### About Charted Charted clears the path for finance teams with AP Automation solutions built directly into your NetSuite environment, providing real-time clarity on every invoice, approval, and payment. Eliminate manual data entry with AI-powered capabilities and automation designed to accelerate your month-end close. Enable the most complex approvals and global, multi-entity workflows. Charted was born from years of hands-on implementation and consulting expertise, bringing you a one-stop-shop for everything NetSuite. To find out more, please visit [www.charted.com.](http://charted.com) *©2026 Charted (031226)* --- ### [Streamlining cross-border AP operations in NetSuite: A guide for UK and European businesses](https://charted.com/e-book/streamlining-cross-border-ap-operations-in-netsuite-a-guide-for-uk-and-european-businesses-2/) **Published:** January 15, 2026 **Author:** Kim Wright **Content:** ## Key takeaways 1. **A global challenge** – The challenge for European and UK based businesses is fundamentally the same as anywhere else in the world. There are too many applications keeping financial data siloed, creating bottlenecks, increasing errors, and costing valuable time. 2. **The NetSuite-native solution** – The solution to this common and complex situation? Keep everything in NetSuite, ensuring all your financial data is in one place. This means ensuring all your solutions are embedded in NetSuite, ensuring data integrity and streamlining processes. 3. **The keys to success** – Set your organization up for success with a thorough understanding of business needs and an implementation plan, designed to keep your workflows clean while meeting all of the specific needs of your organization. ## 01: Introduction For European businesses operating across borders, the accounts payable function has shifted dramatically, from routine processing to an intense daily exercise in coordination and control. Multi-currency invoicing, foreign exchange exposure, international payment rails, and for UK businesses, post-Brexit documentation requirements can turn routine processing into a daily cycle of rework and follow-ups. When teams rely on banking portals, third-party tools, and spreadsheets in addition to NetSuite, visibility breaks down and month-end pressure rises. This guide outlines a simpler approach: NetSuite-native AP automation that keeps invoice capture, approvals, payments, and audit trails inside NetSuite. With a single system of record, European AP teams can reduce manual entry, standardize approval controls across entities and currencies, and track payment status, without switching tools. The result is calmer operations: fewer errors, faster processing, stronger supplier relationships, and more time for work that supports the close and improves cash control. ## 02: The cross-border AP challenge For organizations in the UK, post-Brexit trading realities have changed the day-to-day work of AP teams. What used to be a straightforward invoice-and-pay motion with EU suppliers now often includes new data requirements, additional documentation, and more stakeholders involved in review. These complexities are also passed on to European organizations still working closely in the UK. At the same time, many [UK organizations](https://charted.com/blog/charted-launches-uk-presence-to-deliver-erp-native-ap-automation-across-emea/) are expanding supplier networks in North America and Asia, adding more currencies, payment preferences, and compliance expectations. #### The multi-system trap For many finance teams, NetSuite is only one part of the AP workflow. Teams use NetSuite for accounting and approvals, then often switch to banking portals for payment execution and status checks. Separate tools handle international transfers or currency conversion. Spreadsheets are left to track what’s outstanding and support reconciliation efforts. Every switch between systems creates a different type of friction. Approvals slow down because approvers don’t have full insight. Errors increase because data gets re-keyed or has to be copied between platforms. Visibility suffers because payment status lives somewhere outside the ERP. When an urgent supplier inquiry arrives, AP staff must check multiple systems to piece together the full story, taking up valuable time. And strategic work gets left to the wayside as teams have to deal with constant reconciliation efforts between all the systems they have to manage. #### The currency and compliance conundrum Managing invoices across [GBP, EUR, USD, and additional currencies ](https://charted.com/ap-automation-suite/international-payments/)introduces operational risk that compounds over time. Manual currency conversion leads to inconsistent results, especially when different team members apply different approaches or timing. FX rate movement can change the true cost of open invoices between approval and payment, leading to budget variances that only surface after approvals are complete. Cross-border transactions also require more supporting detail for audit and compliance than domestic payments. Customs paperwork, proof of delivery, payment confirmations, and approval trails must be maintained across jurisdictions. When invoices, approvals, payment confirmations, and supporting documents are scattered across tools, AP teams spend too much time assembling evidence instead of managing throughput. Audit preparation becomes a project unto itself, pulling staff away from daily operations. Looking ahead, e-invoicing mandates across Europe will add another layer of complexity. While UK businesses aren’t yet subject to the same requirements as EU counterparts, many are preparing for eventual adoption, particularly those trading extensively with European partners who must comply with local e-invoicing regulations. A NetSuite-native approach positions teams to adapt to these requirements without adding yet another disconnected system. #### The cost impact The real cost of cross-border AP is rarely just transaction fees; time spent on data entry, follow-ups, and exception handling adds up quickly and could be better spent on supporting vendor relationship management, process improvements, or month-end close acceleration. Late payments damage supplier relationships and create friction that affects service quality and pricing negotiations. Missed early payment discounts represent lost savings that could offset AP operational costs. System-switching overhead compounds as transaction volumes grow. What works for 50 invoices per month breaks down at 200. What’s manageable with three currencies becomes unsustainable with six. Businesses need a better way to run AP across borders without adding new platforms and new failure points. ## 03: The NetSuite-native solution A NetSuite-native approach removes complexity by keeping AP work where your team already operates—inside NetSuite. This decision is crucial because it eliminates the most common failure points in cross-border AP operations. #### What NetSuite-native really means NetSuite-native [accounts payable automation](https://charted.com/ap-automation-suite/) operates within NetSuite using all the standard objects, roles, permissions, and audit trails anyone who uses NetSuite is familiar with. There are no separate logins or external portals for AP processing. No middleware or connectors to monitor and maintain. No data synchronization delays that force you to consider “which system is correct?” every single month. Instead, NetSuite stays the single source of truth from invoice intake through approvals, payment execution, and reconciliation. When AP staff, approvers, and finance leadership all work from the same data in real-time, coordination becomes simpler and errors decrease naturally. #### Unified multi-currency invoice operations Cross-border AP starts with invoices, and invoice processing sets the tone for everything downstream. Charted [Invoice Automation](https://charted.com/ap-automation-suite/invoice-processing-automation/) streamlines invoice processing across currencies and formats while staying inside NetSuite. AI-powered capture reduces manual keying and rework by extracting data accurately regardless of invoice format or language, including non-Latin character sets for suppliers in Asia and other markets. Multi-currency support aligns with configured NetSuite currencies, eliminating manual conversion steps and the errors they introduce. Routing follows existing approval rules by entity, department, vendor, spend category, or threshold. Approvers receive full transaction context via email without requiring NetSuite licenses, enabling broader stakeholder participation without additional system costs. Supporting documents stay attached to the transaction for audit readiness, eliminating the scramble to locate paperwork months later when questions arise. For AP professionals, the operational value is immediate: fewer touchpoints per invoice, clearer exceptions, and less time chasing missing information. The work becomes more predictable, which makes capacity planning and workload management more reliable. #### Complete visibility and control When everything is managed in one place, finance teams gain real-time operational clarity that transforms how they work. Payment status becomes visible by vendor, entity, currency, or destination without running reports or checking multiple systems. Visibility allows AP teams to proactively manage approval bottlenecks and aging surface, before they disrupt payment disbursement. Multi-entity controls scale without multiplying process variants. Whether running a UK parent company with European subsidiaries or coordinating payments across multiple business units, the same core workflows apply with entity-specific configurations where needed. Audit trails are complete by default, not built after the fact. Every transaction, approval, and status change records automatically in NetSuite with timestamp, user, and context. The goal isn’t more software, it’s AP automation that feels invisible so your team can focus on decisions, instead of detours. ## 04: Real-world impacts for European and UK-based businesses Cross-border AP challenges show up differently by industry, but the pattern is consistent: fragmented tools create delays, errors, and audit stress. The scenarios below illustrate what changes when AP automation is NetSuite-native. #### UK manufacturer with an EU supply chain A UK manufacturer processes invoices from more than 50 EU suppliers, primarily in EUR currency. Before automation, the AP team handled manual invoice entry and coding for every transaction. Currency checks required constant attention, and exceptions generated follow-up work that disrupted other priorities. Payment batching happened outside NetSuite, creating coordination challenges between AP and the corporate treasury. Month-end reconciliation regularly took more than two days. With NetSuite-native automation, invoices flow through consistent capture and approval workflows in NetSuite, and payment processing stays connected to the bill lifecycle. Processing time dropped by 60% as manual data entry and currency conversion steps disappeared. Month-end close accelerated by three days because fewer backlogs existed and reconciliation became cleaner. The team began capturing more early payment discounts because approvals and payment execution moved faster, turning AP automation from a cost into a revenue contributor. #### UK distributor managing global suppliers A distribution company sources across the UK, EU, US, and Asia, managing multiple currencies daily. Different approval chains existed by region, creating confusion about routing and authority. Multiple systems handled payment initiation and tracking, making it difficult to answer basic status questions. Limited visibility into what was approved versus what was paid created internal escalations and supplier friction. By consolidating invoice processing and payment status tracking within NetSuite, the team reduced system switching and standardized controls across currencies and destinations. Invoice-to-payment cycle time improved by 40% as bottlenecks became visible and addressable. Finance leadership gained clearer cash visibility across global commitments, improving forecasting accuracy and working capital management. #### UK life sciences company paying international research partners A life sciences organization pays clinical and research partners in multiple countries with strict documentation and audit expectations. Payment preferences vary by partner and country. Previously, audit preparation required weeks of compiling evidence from email threads, shared drives, and bank portals. This process pulled staff away from daily operations. With NetSuite-native workflows, approvals, supporting documentation, and payment records remained tied to the transaction inside NetSuite. Processing errors reduced by 75% due to less re-keying and clearer exception handling. Audit readiness improved dramatically because records were standardized and easy to retrieve. Partner satisfaction improved due to more reliable, trackable payments that arrived on time with clear remittance information. > The capabilities of Charted are very attractive. Once it connected with our respective bank accounts, our users and AP specialists would not have to leave the NetSuite interface to make payments, which was very valuable. For employees who are spending the majority of their time in NetSuite anyway, it’s more efficient to be able to mark something as paid in NetSuite and have that action actually trigger a payment to leave our bank account as opposed to having to do so in an online banking interface. > > Alex SzigetyVP of Finance, Petauri [Download the Petauri Case Study](https://charted.com/case-study/petauri/) ## 05: Getting started Modernizing cross-border accounts payable operations work best when it starts with clarity about current pain points, measurable goals, and understanding the workflows that must stay consistent across currencies and entities. #### Assessing your current state Begin with a quick operational baseline, by asking yourself the following questions: - How many currencies do you process each month, and how does volume vary by currency? - What percentage of invoices require manual intervention for currency, tax, or coding issues? - How often does AP re-key invoice details from PDFs, emails, or portals instead of receiving structured data? Then, look at approval workflows with fresh eyes to identify work that adds no value but consumes significant time: - Where do approvals stall, and how long do they typically take? - How many hours per month go to reconciliation and payment status checks? Most UK teams uncover hidden costs in follow-ups, exception handling, and month-end clean-up. Quantifying these costs builds the foundation for a compelling business case and helps prioritize which pain points to address first. #### Building the business case A solid business case combines hard savings with operational risk reduction. Hard value drivers include reduced processing time per invoice and per payment run, which translates directly to staff capacity that can be redeployed to higher-value work. The opportunity to capture early payment discounts more consistently can offset automation costs entirely in some cases. Operational value drivers matter just as much. Audit-ready controls and complete audit trails in NetSuite reduce audit preparation time and the risk of findings that require remediation. Better visibility into payment status reduces vendor friction. Scalability without adding headcount or adding systems protects margins as transaction volumes grow with business expansion. Many organizations see measurable payback within six to nine months, especially when cross-border volume is meaningful and current processes rely on multiple tools. #### Implementation and change management A practical approach starts with a focus on the highest-volume cross-border lane. If European trade dominates, then focusing on suppliers paid in EUR; if North American relationships are more significant, then USD suppliers. AP automation succeeds when stakeholders trust the workflow and understand their role in the new process. Communicate clearly about improvements, such as approvers being able to approve invoices via email and no longer needing NetSuite access, eliminating licensing concerns while maintaining complete audit trails. Align with vendors about remittance and payment confirmation changes. Set expectations with finance leadership on reporting capabilities and controls. The goal is minimal disruption. No new systems for your employees to learn and no switching between platforms; just smarter workflows that give time back. ## 06: Conclusion-The path forward Cross-border AP complexity will only increase. UK businesses continue to expand internationally while managing the ongoing realities of post-Brexit trade. Further requirements from the European Union like e-invoicing are expected to be adopted more widely. Multi-currency exposure grows as supplier networks diversify. Audit and compliance expectations increase as regulatory requirements evolve, and potential e-invoicing mandates will require yet more system adaptability. NetSuite-native AP automation creates a different operating model. Invoice capture, approvals, payments, and audit trails stay inside NetSuite, so AP teams can move faster with fewer errors and better visibility. Suppliers receive more consistent communication and experience fewer payment delays. Finance leaders gain clearer insight into commitments and payment status across entities and currencies. Month-end becomes more predictable because AP isn’t cleaning up exceptions created by disconnected systems. For AP teams, the benefit is straightforward—less manual work and more control over daily throughput. And for the broader business, the benefit is strategic, with a scalable foundation for international operations that doesn’t add integration overhead or fragment data across platforms. The businesses already making this transition recognize that time is too valuable to spend on manual processing that adds no strategic value. Finance leaders understand competitive advantage increasingly comes from operational efficiency and the ability to scale without proportional cost increases. They’re committed to positioning their organizations for sustainable growth by building financial operations that can support expansion without breaking down. If cross-border AP is consuming too many hours, creating too many exceptions, or making audits harder than they should be, the next step is to map the workflow you want (end-to-end in NetSuite) and identify where automation can remove the friction first. Charted AP Automation Suite is built for that approach: complete AP automation, entirely within NetSuite. #### About Charted Charted clears the path for finance teams with AP Automation solutions built directly into your NetSuite environment, providing real-time clarity on every invoice, approval, and payment. Eliminate manual data entry with AI-powered capabilities and automation designed to accelerate your month-end close. Enable the most complex approvals and global, multi-entity workflows. Charted was born from years of hands-on implementation and consulting expertise, bringing you a one-stop-shop for everything NetSuite. To find out more, please visit [**www.charted.com**.](http://www.charted.com/) @2026 Charted (011526) --- ### [Top four financial automation trends to watch in 2025](https://lp.charted.com/top-4-financial-automation-trends-to-watch-in-2025?target=blank) **Published:** December 10, 2024 **Author:** Kim Wright **Content:** Automation is changing the way finance teams work, and the changes are coming fast. This guide from SquareWorks Consulting dives into four trends shaping financial automation in 2025. We’ll show you what to expect, how to prepare, and how your team can take advantage of these changes to work smarter—not harder. --- ### [Scaling smarter in NetSuite: How AI-powered AP automation drives growth without extra headcount](https://lp.charted.com/ebook-scaling-smarter-in-netsuite-download) **Published:** September 11, 2025 **Author:** Anna Wright **Content:** This guide shows how AI-powered AP automation, purpose-built for NetSuite, helps finance leaders streamline operations, improve accuracy, and scale with confidence. --- ### [Stop chasing vendors for payment details: A NetSuite-native guide for friction-free vendor onboarding](https://lp.charted.com/stop-chasing-vendors-for-payment-details-guide) **Published:** February 17, 2026 **Author:** Anna Wright --- ### [Business case for AP automation](https://lp.charted.com/ebook-download-business-case-for-ap-automation) **Published:** June 17, 2025 **Author:** Alicia Sgromo **Content:** NetSuite is a strong foundation to manage business processes. Yet, many finance teams still face time-consuming, manual accounts payable processes that slow them down. From chasing approvals to fixing invoice errors, it can feel like there’s never enough bandwidth to focus on what really matters. That’s where AP automation comes in—not as a replacement for your team, but as a strategic enhancement that delivers better control, visibility, and efficiency. This guide explores how AP automation can help you get the most out of your NetSuite investment, empowering finance teams at every level from AP professionals to Controllers and CFOs. --- ### [Modernizing accounts payable in NetSuite: From automation to intelligence](https://lp.charted.com/complete-guide-to-ap-automation-ebook) **Published:** November 21, 2025 **Author:** Alicia Sgromo --- ### [The touchless future of AP in NetSuite](https://lp.charted.com/the-touchless-future-of-ap-in-netsuite-ebook) **Published:** October 23, 2025 **Author:** Alicia Sgromo --- ### [Fraud-proof your accounts payable process: A modern guide to staying ahead of risk](https://lp.charted.com/ebook-download-fraud-proof-your-accounts-payable-process-a-modern-guide-to-staying-ahead-of-risk) **Published:** March 3, 2025 **Author:** bb-admin **Excerpt:** While fraud prevention historically sat under the finance teams of old, where correctly balancing a ledger book was all it took to see if something was amiss, today it’s a convoluted set up. The murky lines of ownership between IT, cybersecurity, operations and an untold number of subgroups are all invested in the complicated job of security while balancing the digital needs of any modern organization. **Content:** Fraud is the largest growing threat to organizations everywhere. Download this eBook to learn about the different types of phishing, how fraudsters specifically go after accounts payable (AP) professionals and how to protect your organization from all different types of fraud. The solution to so much of the financial risk? Automation. --- ## Case Studies ### [Uplight](https://charted.com/case-study/uplight/) **Published:** March 4, 2026 **Author:** Kim Wright **Content:** ## Introduction Uplight is a SaaS company enabling both utility companies and individuals to utilize individual energy devices to harness energy and handle energy demand, resulting in better grid management, while saving consumers money. They also sell Uplight thermostats directly to consumers, in addition to their software. With six subsidiaries and additional lines of business through acquisitions, Uplight is a growing company making a difference in energy consumption. ## The challenge After being on NetSuite for over a decade, the small AP team at Uplight was ready for something more efficient to handle their AP operations. The team of two had been using SAP Concur for eight years, an expensive and clunky invoice approval platform that didn’t have any vendor onboarding capabilities. Making changes to people or accounts would have to be replicated manually, causing constant duplication of efforts, and only synced with NetSuite overnight, creating further barriers when reconciling at month-end. Without any vendor onboarding solution, the team would have to follow a time-consuming process: a new invoice would come through, the vendor would have to be tracked down and verified, then wait for the vendor to respond with banking information. This could delay the first payment by up to three to four weeks. After eight years with Concur, the team at Uplight was looking for a NetSuite-native solution that could handle invoices, approvals, and onboarding vendors. > At month end, SAP Concur created barriers because not everything was live. Whereas having everything sit in NetSuite, I can see what’s pending in my queue, what needs accrued, or what needs processed, live. > > Brooke HearleySenior Manager of Transactional Accounting, Uplight ## How Charted helped Uplight onboarded Charted for [Approval Automation](https://charted.com/ap-automation-suite/approval-automation/), [Advanced Vendor Onboarding](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/), and [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/). Vendor onboarding has made the most noticeable difference to their AP operations, as it has completely transformed what was once a fully manual operation. Now, the onboarding process happens automatically as soon as a new vendor is approved, and vendors can be fully set-up within NetSuite in a few days. It also ensures vendors are signing off on the Uplight terms and conditions for vendors, which is embedded in the original vendor onboarding email, which also includes onboarding instructions. Vendors learn the Uplight process for how to submit invoices, ensuring vendors know what to do from the beginning, and creating further efficiency for the Uplight team. Adopting Approval Automation has also been a huge improvement for the Uplight team, for a few different reasons. When implementing, the Charted team configured two levels of approvals—a lower-level approval for software vendors, and a higher-level approval for all other vendors. This customization allows for more visibility into software purchases, ensuring the vendors are being used, and the amount of licenses being purchased are actually needed. This lower threshold keeps eyes on these purchases, and ensures approvers are aware of their purchases. In addition, since Charted Approval Automation does not require NetSuite licenses for every individual approver, the Uplight team has been able to create significantly more complex approvals, with multiple approval levels, and a hierarchy approval flow that was unavailable to them in Concur. When they had a limited number of approvers previously due to seat limits, it prevented them from adhering to their own approval standards. Now, the team is always ready for an audit, thanks to the adherence to their matrixes embedded within NetSuite. > The vendor onboarding process was one of the key things I was really excited about because it’s streamlined our process completely. It’s currently set up so when something finalizes with our legal department, they log into NetSuite and they kick up the vendor approval request to the vendor, so accounts payable knows there’s something in the queue to be set up. It’s really streamlined and shortens the amount of time between being able to approve a vendor and approve their first invoice. > > Brooke HearleySenior Manager of Transactional Accounting, Uplight ## Results Uplight has seen numerous benefits after adopting Charted [AP Automation](https://charted.com/ap-automation-suite/). With Charted Approval Automation, they have more functionality without needing to purchase additional licenses. They now have a two-tier approval matrix with multiple levels of approvals based on different vendors, and all approvers can access everything through their email: invoices attached, how the invoice is coded, and all the notes, directly from NetSuite. Chasing down people to get them to log in and approve individual invoices is no longer necessary—they can approve directly from their email inbox, and speed to final approval has increased. The approvals process has been designed to satisfy the audit requirements, keeping the audit trail right in NetSuite and ensures everything is being signed off on appropriately. For example, invoices for over a million dollars go directly to the CEO of Uplight, and that approval is logged in NetSuite. Using Advanced Vendor Onboarding, Uplight has been able to significantly streamline the process of onboarding vendors, shortening the time between when a vendor is first approved to approving the first invoice. Where it might have taken three to four weeks in the past, if a vendor signs up through the portal within a week, they could process their first invoice immediately afterwards. It also ensures vendors are always signed off on terms and conditions, and invoices from vendors are produced in the correct format and follow Uplight’s process from the very beginning, improving efficiency. With these solutions in place, and realizing the benefits of having their invoice solution, approvals, and vendor onboarding all embedded directly in NetSuite, the Uplight team has seen efficiency gains come to light. Month-end accruals used to take two hours, and now takes 20 minutes. For a small team of two, the automation of previous manual work has been a significant time saver. To learn more about Charted AP Automation, click [here](https://charted.com/ap-automation-suite/). **Industries:** Software & Technology **Topics:** Advanced Vendor Onboarding, Approval Automation, Invoice AI --- ### [Matter Surfaces](https://charted.com/case-study/matter-surfaces/) **Published:** August 21, 2025 **Author:** Alicia Sgromo **Content:** Founded in 1971 as Mats Inc., the company started their business selling custom matting solutions for commercial buildings. Eventually, their customers started asking them to help with interior products – and over the years they moved “beyond the entryway” to curate a product portfolio focused on sustainable interior surfaces that support wellness and great design. After being in business for over 50 years, the company rebranded as Matter Surfaces in 2021 to reflect who they are today. The company is based out of Massachusetts and serves thousands of customers nationwide. Over the years, Matter Surfaces utilized an on-premise ERP, as well as a few other different systems to manage their business processes. As the business grew, the company started customizing the system to fit their needs. While these customizations worked in the short term, performance issues emerged over time, and they were forced to use third-party applications to bridge the gaps. After several lengthy and costly upgrades, the company realized that their legacy system was a roadblock in their expansion plans. So, they decided to look for a cloud ERP solution that would enable them to scale more effectively. After a thoughtful evaluation of several SaaS platforms, NetSuite emerged as the clear winner given its performance, scalability, and adaptability it can bring to ongoing changes. As they embarked on their ERP journey, Matter Surfaces searched for a partner to help guide them through the implementation process. With a lean Finance and IT department, they knew they needed a hands-on partner that would offer best practices and provide thoughtful NetSuite design recommendations. ### How Charted helped Matter Surfaces came to Charted, formerly SquareWorks Consulting, with an open mind about adjusting processes to use NetSuite out of the box functionality as much as possible. Additionally, the company set a goal to drastically reduce the use of Excel, as well as establish KPIs to measure business results more effectively. Charted worked closely with Matter Surfaces and delivered a comprehensive strategic plan to implement a solution that provided the data visibility, transparency and simplicity that they were looking for. > *“Our initial implementation started before COVID. When COVID hit, we decided to press on in no small part because of our partnership with Charted. We just knew we were in good hands with their team and that we could make it work with their guidance.”* > > Lynn Druan,Chief Financial Officer ### Projects - Personalized assessment of business and NetSuite needs - Project planning and project management - Integrations and customizations - Data migration assistance - Delivery of an end-to-end business solution in NetSuite - Implementation and go-live ### Project planning and project management Charted collaborated with Matter Surfaces to gain a better understanding of their business and how they operate in order to execute the full scope. Matter Surfaces works through multiple market channels and does a lot of custom work for clients, which makes their business fairly complex. Charted Project Governance Framework helped the team to navigate through the complexity to develop core business process definitions. > The Charted team did an outstanding job with the overall implementation, and particularly with project management. They worked with us to define business processes that aligned with our goal to “keep it simple.” They also held weekly check ins with our team to review progress and keep us on track. The experience was highly collaborative from start to finish. > > Lynn Druan,Chief Financial Officer ### Integrations and customizations Charted assisted Matter Surfaces with third-party applications including Pacejet and Warehouse Management Systems (WMS) and worked together to seamlessly connect these in NetSuite. Pacejet, an enterprise multi-carrier shipping software, enabled Matter Surfaces to save money through fulfillment automation, which also meant faster shipping and better customer service. WMS provided real-time data so Matter Surfaces could track their products from arrival to shipment. Charted helped monitor all integrations and attended calls to ensure that the functional design of third-party applications was in line with the overall design in NetSuite. The Charted team also helped with status and timeline updates, as well as holding third-party teams accountable for the deadlines they committed to. > *“The Charted team was great at facilitating and explaining how NetSuite works in order to get Pacejet, and other partners, moving in the right direction and ensure that everyone was fully aligned with the right design.”* > > Julie Nadeau,Business Analyst and NetSuite Implementation Lead Charted worked very closely with Matter Surfaces on vetting any potential customizations of NetSuite to make sure that these would provide the desired value without creating roadblocks in the future. Only a small number of customizations passed the test and were developed by Charted. Others were discarded and Matter Surfaces agreed to adjust their business processes slightly to make things work. ### Implementation and go-live After Matter Surfaces went live with NetSuite, they quickly found value in the solution. While they previously relied on legacy systems and Excel, Matter Surfaces could now take advantage of an established system for ad-hoc reporting. With [NetSuite](https://charted.com/services/netsuite-implementations/), they adopted dashboards with different KPI’s for different users, which opened a whole new level of transparency. For the sales team, there is now increased visibility into their monthly quota or budget. Prior to NetSuite, the sales team used PowerPoints to conduct quarterly business reviews. Now, they leverage dashboards in NetSuite to provide real-time data during these reviews. For the Leadership team, they are now able to run reports around inventory management, demand planning, stock allocations, and commissions and make informed decisions based off this data. > **NetSuite highlights where mistakes are happening in real time. With transparent data, we’re able to pivot much more quickly so we can catch errors before they spiral into real problems. The system is having a very positive impact on the business.** > > Lynn Druan,Chief Financial Officer ### Results and transformation With the NetSuite Go-Live, Matter Surfaces transformed into a more adaptable organization. The switch from their legacy systems to NetSuite means they not only have a single transparent solution, but they have also brought significant improvement around data accuracy and reliability. From a sales perspective, Matter Surfaces can close sales much faster given the ability to quickly provide quotes to customers and then convert those to orders at the push of a button. It’s translating into higher revenue and faster growth. > *“Working with Charted Consulting was a great experience. They had everything our team was looking for in a partnership to help us implement NetSuite. System transitions are very challenging in the best of times. Our transition took place during COVID and we were extremely lucky to have such a knowledgeable, organized,* > > c*ollaborative partner in Charted. While our internal team did outstanding work during the process, we simply could not have completed the transition as successfully as we did without Charted.”* > > Barry Hume,CEO Matter Surfaces is continuously looking for ways to improve their business and often seeks guidance from the Charted team through their Premium Support Plans. These plans provide a dedicated Functional Consultant to assist them on an ongoing basis with any NetSuite Administrative requests. The guidance from the Premium Support team allows Matter Surfaces to make better business decisions, while continuing to grow and transform into an adaptable organization. For more information about Charted NetSuite Implementation projects, click [here](https://charted.com/services/netsuite-implementations/ "NetSuite Implementations"). **Industries:** Wholesale Distribution **Topics:** NetSuite Implementation --- ### [Ultivue](https://charted.com/case-study/ultivue/) **Published:** July 21, 2025 **Author:** jared@foes.co **Content:** Ultivue is a Cambridge-based biotechnology company focused on developing advanced technology and innovative research for personalized medical solutions. This young, venture-backed company grew quickly and looked for ways to make their AP process more efficient. Soon after going live with NetSuite, Ultivue recognized the need to move away from managing their vendor invoice approval process using emails and Excel. This legacy process risked invoices being lost, remain as unapproved with vendor payments getting delayed, or simply being forgotten which would put their vendor relationships at risk. The company had to take extra time out of their busy schedule to manually Email invoices to approvers and track approvals outside of NetSuite. One thing was clear: This process would not allow Ultivue to scale. In order to bring significant efficiency to this process, Ultivue looked for a solution that could allow them to easily capture (email or drag-and-drop) vendor invoices into NetSuite, followed by a paperless and auditable process where digital copies of invoices could be routed to invoice approvers in order for them to easily review and approve them with a single click. ### How Charted helped Ultivue turned to Charted, formerly SquareWorks Consulting, to find a solution and chose Charted Invoice AI. This NetSuite-native solution was a perfect fit for Ultivue’s requirement to automate the approval process and save time when entering and processing invoices in NetSuite. Christine Legal, Staff Accountant at Ultivue, highlights how they expected the bundle would help them, *“Not having to save an email and manually combine it with the invoice would shorten the process itself. With Charted Invoice AI, we’d just drag the invoice into NetSuite, put all the information in on the front end, and easily send it for approval.”* #### Project-at-a-glance - Personalized assessment of business and NetSuite needs - Project planning and project management - Assessment and setup of approval requirements - User acceptance testing coordination - Implementation and go-live Ultivue and Charted worked very closely to design the new process and evaluate how to transition from Excel and emails to having a single source of truth (in NetSuite) for every vendor invoice approval, comments and tracking. In addition to the ease of use, Ultivue was particularly happy with the audit trail captured by the solution and how this was fully visible within NetSuite. *“Charted Invoice AI not only gave us immediate visibility into where things stood as it related to approvals, but it also allowed us to streamline the communication with all employees and speed up the process to get bills paid”*, said Christine, who headed the adoption of Charted for their Finance and Accounting department. ### Implementation execution The implementation process took several weeks from the kick-off meeting to the deployment in Ultivue’s NetSuite environment. Charted led the implementation project and during that time, the team at Ultivue was able to test the solution in their NetSuite Sandbox environment to ensure that it would work as expected. As the testing process continued, Ultivue submitted feedback and proposed adjustments to the configuration and this feedback was integrated into the final design of the solution. Once the solution was fully tested and a final sign-off was received, Charted Invoice AI was deployed and Ultivue started processing invoices in NetSuite. ### Final implementation and results With the final solution implemented, Ultivue saw an immediate increase in the speed at which they got invoices processed. They now have strong audit trail and security, and the finance team can spend more hours on other tasks in order to support the company’s growth. > *“From day one, I was able to take on more work because Charted Invoice AI was able to automate the approval process. This automation was a huge step for us and now we can do more things for the company.”* > > Christine Legal,Staff Accountant, Ultivue For more information about Charted Invoice AI, click [here](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/ "Invoice AI"). **Industries:** Biotech & Life Sciences **Topics:** Invoice AI --- ### [Emburse](https://charted.com/case-study/emburse/) **Published:** September 4, 2025 **Author:** jared@foes.co **Content:** Emburse provides a portfolio of modern spend management platforms that focus on expense management and AP Automation solutions. The finance team, based in Portland, Maine, manages the billing for its entire portfolio of products. Each of its products use subscription-based billing that combines a contract-based and usage-based process requiring overage tracking in a robust enterprise resource planning (ERP). Emburse went live with NetSuite in October of 2016, and quickly realized that its billing process was highly manual. The finance team was using memorized transactions to book invoices for all contract-based amounts, and then entering overage charges based on usage in separate invoices to then consolidate into a unified invoice. In addition to being time consuming and prone to errors, this was also creating inaccuracies in its formatting and taxation. More importantly, this process prevented any insight into future revenue and inhibited the finance department from processing invoices quickly and efficiently. Emburse understood that in order to support its projected growth, it would need to optimize how it tracked and billed its customers. Charted, formerly SquareWorks Consulting, assisted Emburse with the design and implementation of SuiteBilling to create a scalable and efficient billing solution to support its portfolio of expense management and AP automation products. Emburse turned to Charted to help determine a solution, after its successful track record working with Emburse on several other NetSuite optimization engagements and ongoing NetSuite support. After a diligent assessment of how to best optimize the billing process, and exploring different products and alternatives, Emburse made the decision to move forward with implementing NetSuite’s flagship billing solution for subscription-based billing and hired Charted to assist with the implementation. ### How Charted helped Charted worked directly with Emburse to design and configure SuiteBilling for Emburse’s specific use cases. Working closely with the company to tailor the implementation, Charted was able to ensure that the process was going to meet Emburse’s specific needs regarding project design and timeline to implement the solution. ### Project at-a-glance - Assessment of business needs and billing structure - Solution planning and preliminary design - Integration development and testing - Delivery of tailor-made billing calculations - Implementation and go-live > **The process that we had set up for billing initially was not a scalable solution. Charted was familiar with SuiteBilling and our business case, it helped us determine this was the ultimate solution to our unique needs.** > > Danielle CamarataCorporate Controller ### Solution design In order to deploy this product, Charted assessed Emburse’s billing structure for each of its solutions and evaluated how to best design the SuiteBilling solution in its NetSuite environment. Emburse has multiple item types including recurring subscriptions, one-time costs for items like implementation and setup, and usage-based billing for overages. Each of these components are billed and priced differently including monthly, quarterly, annually and semi-annually. SuiteBilling helped automate the usage calculation, billing, revenue recognition, and renewal. In addition, Emburse was able to take advantage of Interval Pricing with SuiteBilling. This feature allows for different pricing during the subscription term, where the first couple of months can be free and then the customer is invoiced for the recurring amount. All of the pricing is handled with multiple currencies (USD, CAD, GBP, AUD, EUR) as well. By using SuiteBilling, Emburse was able to move away from memorized transactions and consolidated invoicing, ultimately saving time and further customization. Once the billing solution was developed and deployed to the sandbox, Emburse’s finance team was given a breadth of testing scenarios to ensure the accuracy of this module. The testing process was detailed and specific to its use case, instilling confidence in Emburse’s NetSuite users. The solution testing was built to break down the billing structure for each of Emburse’s solutions and allow the team to practice how it would be translated into NetSuite with the guidance of Charted. > I truly enjoy the automation of it, with Charted we are able to configure each of our subscription options across the portfolio and we don’t need to think about it again unless we need to change something. Now, making changes to someone’s subscription when they need to be made is much easier than it once was. > > Sonya DvilinksyAccounting Manager ### Go-live results Once all the billing structures had been designed and tested in NetSuite, Emburse cleaned and migrated its data into the new module and deployed the new process. It instantly eliminated manual steps for its price tracking and streamlined the billing process as a whole. > *“Charted helped us change the billing architecture completely; we went from multiple invoices, manual imports of data, and memorized transactions just to keep track of that recurring billing for the subscriptions, to a solution that was architected to manage subscriptions and easily pull in usage data.”* > > Danielle Camarata,Corporate Controller, Emburse To learn more about Charted NetSuite Optimization projects, please click [here](https://charted.com/services/netsuite-optimizations/ "NetSuite Optimizations"). **Industries:** Software & Technology **Topics:** NetSuite Optimization --- ### [Petauri](https://charted.com/case-study/petauri/) **Published:** August 21, 2025 **Author:** Kim Wright **Content:** Petauri, founded in 2023, is a purpose-built pharmaceutical commercialization services platform that help clients overcome barriers to patients receiving life-changing healthcare innovations. Despite their recent founding, Petauri has already experienced significant growth, acquiring multiple companies and establishing additional business units. Their ultimate goal is to ensure that scientific breakthroughs reach patients with unmet medical needs, by providing seamlessly integrated commercialization solutions. With such intense growth already underway, Petauri knew they needed a reliable enterprise resource planning (ERP) software that would be able to scale alongside them. NetSuite was chosen as the best solution to accommodate this level of growth and help manage their accounts payable (AP) processes. In addition to supporting the growing number of Petauri subsidiaries, they also had to accommodate their first global acquisition, located in the UK. With this acquisition, Petauri upgraded their NetSuite package to include One World, allowing them to handle the additional requirements of a UK-based company, while setting them up for future international acquisitions. The VP of Finance at Petauri had a prior relationship with Charted, formerly SquareWorks Consulting, having already overseen the implementation of NetSuite and Charted AP solutions for a previous employer. The Petauri team wanted to move quickly in getting NetSuite up and running, and Charted brought a valuable wealth of knowledge both in working with biotech and life sciences companies and understanding the ins and outs of implementing NetSuite. The capabilities of Charted, a NetSuite-native AP automation solution, was immediately of interest to the Petauri team. The potential to set up NetSuite with Charted so AP specialists and other NetSuite users would not have to leave the NetSuite interface to process invoices and make payments was very valuable in creating a more efficient setup. > *“One thing I’ve learned from using NetSuite is investing the time and energy up front before you dive into it will yield years of recaptured savings on the back end. Having the opportunity to work with a team like Charted that has such great experience and insight helped guide us to setting up and going live with NetSuite in an efficient way.”* > > Alex Szigety,VP of Finance ### The challenge Prior to the implementation of NetSuite and Charted, the Petauri finance and accounting team was using QuickBooks, where they manually entered invoices and processed payments, having to do dual entry for every transaction. Since QuickBooks lacked a seamless solution to store invoices within the system, the team saved them in local folders, leading to time-consuming searches when needed. Electronic payments were processed through an online banking portal and separately recorded within QuickBooks, while checks were manually printed and mailed. The entire process was much more involved, less streamlined, and less efficient. The team felt this time could be invested elsewhere within the finance and accounting function. > The Charted team has extensive experience in pharma and biotech and were also fantastic partners for us from a services perspective. They made sure that we spent the right amount of time in the right places and focused on the right things going through our setup. > > Alex SzigetyVP of Finance With multiple acquisitions complete and more growth underway, Petauri prioritized getting NetSuite and Charted up and running, and then establishing NetSuite as the sole ERP software across the entire business. Standardizing the ERP across the business was crucial for supporting acquisitive growth, ensuring all new acquisitions were quickly integrated into NetSuite for efficient operations and consolidated record-keeping utilizing one standard chart of accounts. ### How Charted helped Having implemented Charted AP solutions at a previous company, the VP of Finance knew that Charted would bring significant efficiency to Petauri’s AP processes while keeping everything within NetSuite. The team was particularly impressed with the Charted Invoice AI feature, which scans invoices uploaded into NetSuite and automatically populates key details such as vendor information, invoice numbers, and line items. This automation minimizes the risk of human error common in manual data entry and saves both time and money. The Petauri team was also eager to implement the Approval Automation feature for bill approvals. Previously, the accounting team relied on email chains to determine who was responsible for what approvals. Business process owners would need manual reminders to approve which was time consuming. Now, every approval is recorded directly within NetSuite, capturing who the invoice was sent to and when it was approved. This system, based on a delegation of authority matrix set up during implementation, ensures that approvals follow the correct procedures for each invoice threshold, eliminating backlogs common in manual systems and keeping records accurate and up to date. When necessary, the system is configured to send automated reminders to ensure timely processing. > The capabilities of Charted are very attractive. Once it connected with our respective bank accounts, our users and AP specialists would not have to leave the NetSuite interface to make payments, which was very valuable. For employees who are spending the majority of their time in NetSuite anyway, it’s more efficient to be able to mark something as paid in NetSuite and have that action actually trigger a payment to leave our bank account as opposed to having to do so in an online banking interface. > > Alex SzigetyVP of Finance Petauri also valued the Payment Automation solution, which streamlined payments by allowing vendors to set up their preferred payment method, including ACH or check printing, directly within NetSuite. This eliminated the need to manually upload NACHA files and record payments separately, significantly reducing administrative burden. While they prefer to use electronic payments, certain situations still require checks. One business unit, in particular, relied heavily on check payments using a manual process through QuickBooks or even hand-written checks. Outsourcing check printing through Charted has significantly reduced the workload for their lean internal accounting teams. Following the same process as electronic payments within Automate, the need to make certain payments via check has become significantly less burdensome on the team. By limiting the number of employees authorized to release payments, Petauri maintains strong controls while simplifying the check printing process. > *“Multiple employees have the ability to mark something as paid in Charted, but we have limited the number of people who can release payments. This way we have appropriate controls in place. We don’t have to think about it anymore because from our perspective, we process it like a normal payment, understanding everything will be taken care of on the back end by Charted.”* > > Alex Szigety,VP of Finance ### Results While it can be hard to quantify the impacts a solution like NetSuite and Charted has had, the CFO of Petauri believes several hours a week per business unit have been gained back just from the increased levels of efficiency found by using this suite of products. Through implementing a solution like NetSuite, combined with the numerous automation capabilities Charted AP solutions provide, the organizations Petauri has acquired will be much more [streamlined and standardized](https://charted.com/blog/summer-2024-alliance-partner-spotlight-award-winner/) in accounting operations. Their finance teams will not have to navigate multiple applications in order to manage invoicing, pay vendors, or complete financial reporting. The financial functions are all consolidated into a single cloud ERP solution with NetSuite and enhanced by Charted. The efficiency gains made possible by Charted allow the accounts payable and finance teams to focus on other work, with automation completing a significant portion of the workload. In turn, the businesses can focus on delivering best-in-class service to clients. > *“By using a technology platform that includes premier products like NetSuite and teams like Charted that offer Premier Support, the businesses we’ve acquired may not have invested the time and resources as small individual businesses, but as part of the Petauri Family we’ve taken that uplift and configuration off their plates. By integrating them into our environment, they’ll benefit from both NetSuite and Charted without having to do any configuration themselves, and can focus on their primary task which is delivering best-in-class service to clients.”* > > Alex Szigety,VP of Finance To learn more about Charted, including Invoice AI, Approvals and the Advanced Check Printing solution, click [here](https://charted.com/ap-automation-suite/ "Accounts Payable Overview"). **Industries:** Biotech & Life Sciences **Topics:** Approval Automation, Invoice AI, NetSuite Implementation --- ### [Carbonite](https://charted.com/case-study/carbonite/) **Published:** September 4, 2025 **Author:** Kim Wright **Content:** Carbonite is a leader in the high growth business data protection market. The company has rapidly expanded its data protection platform through a combination of internal development and an acquisition based growth strategy. Each new acquisition brings new technology and new opportunities to protect the critical data for customers; unfortunately, each acquisition also comes with another ERP system that needs to be integrated. > *“We were really impressed with the Charted thought process, project plans, and workflow management. They highlighted areas of concern and differences between expectations and actual system deliverables.”* > > Andrew Schwendenman,Corporate Controller, Carbonite, Inc. In 2016, after the asset purchase of EVault, Carbonite contacted Charted, formerly SquareWorks Consulting, for migration and integration assistance. The company wanted to transition its family of disconnected ERP software solutions and run the company on the NetSuite platform. NetSuite fulfilled Carbonite’s requirements: it was cloud-based, supported multiple entities and currencies, and could scale with the company’s expected growth. Charted provided best-in-class services to ensure a successful transition to NetSuite. ### How Charted helped Carbonite was operating on another ERP solution, which was not fulfilling the evolving needs of a growing company. The asset purchase of EVault included the NetSuite operating environment. Carbonite recognized that running autonomous systems would continue to cause unnecessary inefficiencies and expense. Integrating into their current ERP solution wasn’t an option, but migrating Carbonite onto NetSuite was. Charted led Carbonite to rethink how they wanted to structure their financial system and provided a realistic and comprehensive plan to reach the desired end state. #### Project at-a-glance - Functional consulting - Financial data migration - Three NetSuite integrations - Critical customizations: approval workflows - User acceptance testing & training The project posed a complex situation where two active systems would merge into one. Typically, there is one empty system that is configured to specifications and all data flows into it. In this case, the NetSuite system was pre-configured to meet EVault’s business and needed to be modified to accommodate the needs of Carbonite. Additionally, both companies had multiple entities across the globe, increasing the challenge further. > Charted came in with the specialized skills we needed for the migration. The level of detail provided was clear and the training offered was huge. Charted was prepared and focused. > > Padmini ManirajaDirector of IT Charted went through an extensive Analysis and Design phase with Carbonite to begin the project. Roundtable discussions with various teams revealed the current state of affairs and the desired state of business processes. Charted took the desired processes and precisely mapped them to NetSuite’s functionality. The result was a well-defined set of processes and a blueprint for what the required configurations in NetSuite would be. ### Project implementation & results The Charted team brought a broad range of migration experience to the Carbonite project. Over the course of many months and several phases, the team planned and coordinated the entire Data Migration process. The scope of migration was significant and covered multiple entities: 36 Months of Journal Entries, Customers, Open Accounts Receivable, Vendors, Open Accounts Payable and Fixed Assets. Once migration was complete, the Charted team worked with a third party to design and deploy several integrations with NetSuite including: Subscription Billing Software, Planning & Budgeting Tool and Bank Statement import for Cash Reconciliation. Charted was also tasked with implementing critical banking and workflow customizations in the new system. #### Success metrics - Mapping of business processes and needs - User acceptance testing - Workflow management and timeline adherence - Critical customizations - Pre-launch coordination Custom-made User Acceptance Testing and Training was performed throughout the project. Testing by user role served as an early opportunity for users to familiarize themselves with the system and track any necessary corrections that needed to be made and re-tested. More than 15 stakeholders were involved in the Go-Live cutover which was executed over a weekend. The transition was smooth and without critical issues. Ongoing support, provided by Charted, has helped the Carbonite team ensure any system issues were properly discussed and operations met expectations. The NetSuite implementation has helped Carbonite remove one full business day from their monthly closing process. As Andrew Schwendenman, Corporate Controller, Carbonite summed up, “We are building and leveraging the system \[NetSuite\] to get the data we need. We are now in a position to make significant strides forward.” For more information about Charted Managed Services: Implementations, data migration execution and customization design and development, click [here](https://charted.com/services/netsuite-managed-services/ "Accounts Payable Overview"). **Industries:** Software & Technology **Topics:** NetSuite Implementation --- ### [Keplr Vision](https://charted.com/case-study/keplr-vision/) **Published:** August 20, 2025 **Author:** Kim Wright **Content:** Keplr Vision provides a collaborative partnership of robust business support services and supply chain management to optometry practices, allowing doctors to spend more time on their practice and maintaining their legacy. The company strives to be influential in the optometry industry by advocating for all doctors and encouraging them to practice at the highest level that their state, license, training, or comfort will allow. The leadership team continues to search for ways to improve processes and offer doctors the ability to pilot treatment technologies. This allows optometrists to deliver next-level care to patients that they are not receiving anywhere else. Keplr started from the ground up, beginning in 2005 with the opening of a single optometry clinic. After 15 years, an additional 20 clinics opened followed by tremendous growth in partnerships with private practice optometry doctors. Now, Keplr has almost 300 locations across the United States. As they continue to grow, Keplr recognizes the importance of aligning and improving processes before acquiring further locations. Since 2020, Keplr has leveraged NetSuite to manage various aspects of their day-to-day operations. Utilizing NetSuite helps them to streamline accounts payable, bank and credit reconciliation, lease tracking, and fixed asset management. Following their NetSuite implementation, Keplr saw the potential of NetSuite and looked to automate processes further. One area they evaluated right away was their vendor onboarding process. After the initial go-live, the company decided to manually add vendors into NetSuite. Very quickly, Keplr identified several risks, including the lack of verification system or audit in place to make sure the vendor information was accurate. To address these challenges, they implemented a manual review process to review accuracy of the entered data in NetSuite. While the manual review process worked temporarily, this approach was very time consuming and left room for error. As Keplr grew, the sheer volume of vendors continued to increase and necessitated the search for an automated solution. It was important to find a solution that was not only cost effective, but also built right in NetSuite as Keplr did not want to add another business application to their ecosystem. > *“There was no vendor audit in place other than the manual review. We quickly realized that we needed an automated process due to the sheer volume of vendors.”* > > Kelley Hall,Accounts Payable Manager ### How Charted helps After searching for solutions, Keplr found the Charted, formerly SquareWorks Consulting, Advanced Vendor Onboarding solution through NetSuite’s SuiteApp store. They ultimately chose Charted due to its ease of use, configurability, simplified implementation and maintenance due to the solution being 100% NetSuite-native, and ability to achieve their specific requirements. > We were looking for a vendor onboarding solution that was cost effective, built specifically for NetSuite, easy to customize based on how we would like to use it, and provided ease of use. Charted Advanced Vendor Onboarding solution checked all our boxes. > > Beth StoeckerTreasury Operations Senior Manager/AP ### Solution design Prior to implementing [Charted Advanced Vendor Onboarding](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/), Keplr faced challenges in their vendor onboarding process. One of their primary goals was to place responsibility on the vendors, ensuring accurate and up to date information. Charted worked with Keplr to achieve this goal by creating an onboarding form that met their business requirements. While Charted provides professionally designed onboarding forms, the company wanted to customize the form with additional fields to deliver a personalized onboarding experience. By customizing the form, Keplr also saw an opportunity to repurpose the form for other vendor onboarding needs without relying on Charted. > *“The Charted customizable vendor onboarding form exceeded our expectation. Now that the project has ended, we’re able to repurpose the same form for other vendor onboarding needs.”* > > Kelley Hall,Accounts Payable Manager ### Implementation of Charted Advanced Vendor Onboarding As the implementation continued, Keplr expressed the importance of streamlining the vendor onboarding process to reduce time and effort. Previously, the team would pull a report in NetSuite of all updates made from the week prior. Then, they exported this to Excel and manually reviewed to identify any changes. This process would take the team an entire day to review all of the vendors on the list for just the prior week. If the team needed to make any notes, they would manually add these in Excel and then place them in NetSuite. This process was very tedious and made it difficult to follow-up with vendors. After implementing Charted Advanced Vendor Onboarding, Keplr does not need to wait an entire week to perform a manual audit to identify changes. Now, once the vendor finishes filling out the customized onboarding form, the information is automatically visible in NetSuite. This solution streamlined the review process, so now the team can go in and approve as needed. The team can also add notes directly into NetSuite in order to accurately keep their vendors updated. Having this audit in place provided Keplr validation that the vendors being onboarded were properly screened and evaluated based on predefined criteria such as financial stability, reputation, and compliance history. By conducting due diligence, they can minimize the risk of partnering with unreliable or non-compliant vendors. > Since implementing Charted Advanced Vendor Onboarding, my workload has been cut down significantly. The approvals are simpler and there’s less room for error because we’re putting the responsibility back on the vendor. > > Heather GregoryAccounts Payable Staff Accountant II > *“Instead of keeping a manual list or spreadsheet, Charted Advanced Vendor Onboarding has made it easier for us to follow up with vendors if we’re waiting on something. We have it right there in our system with all the data of who we’ve sent forms to and who we’re waiting on.”* > > Heather Gregory,Accounts Payable Staff Accountant II ### Go-live and transformation Charted Advanced Vendor Onboarding solution has been instrumental in transforming Keplr’s vendor onboarding and management process. By automating and streamlining this process, Keplr has experienced enhanced productivity, improved accuracy, and significant time savings. The customized forms and NetSuite-native capabilities have provided them with a scalable solution that aligns perfectly with their growth plans and vision of revolutionizing the optometry industry. > *“There’s a lot of value in time and productivity after implementing Charted Advanced Vendor Onboarding solution. While we cannot place a number on the cost savings piece, we’ve saved money in manpower.”* > > Kelley Hall,Accounts Payable Manager While Keplr’s initial focus was to utilize [Charted Advanced Vendor Onboarding](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/) for onboarding new vendors, they have also recently started leveraging the solution to update existing vendors as well. They have further configured the solution to create additional forms for specific needs including cases where a W9 is not required or when vendors want to switch payment methods. > *“The Charted team worked diligently with us to customize the vendor onboarding form and made it very easy to setup in NetSuite. We have saved a significant amount of time and effort and are now able to customize the form for other purposes.”* > > Kelley Hall,Accounts Payable Manager In addition, Keplr also partners with Charted on their [Check Printing solution.](https://charted.com/ap-automation-suite/advanced-check-printing/) Since implementing this solution, Keplr has lowered their check printing costs by enabling the use of blank check stock in NetSuite, strengthened the security of their check printing process by eliminating the use of pre-printed stock that contains live bank information, and saved time by printing their digital signature on checks. If you’re interested in learning more about Charted Check Printing, please click [here](https://charted.com/ap-automation-suite/advanced-check-printing/ "Advanced Check Printing"). For more information about Charted, including Advanced Vendor Onboarding, click [here](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/ "Accounts Payable Overview"). **Industries:** Biotech & Life Sciences **Topics:** Advanced Vendor Onboarding --- ### [InterVest Capital Partners](https://charted.com/case-study/intervest-capital-partners/) **Published:** September 4, 2025 **Author:** Kim Wright **Content:** InterVest Capital Partners is a global investment firm focusing on leasing, structured investments and asset-backed opportunities, and was previously part of Wafra Investment Advisory Group. After separating into its own entity in 2021, InterVest was then required to manage its own bookkeeping for the first time. In the few last years, InterVest started to explore enterprise resource planning (ERP) solutions to manage their books. The global nature of InterVest’s business and the intense regulations surrounding the financial industry require thorough reporting and record keeping. InterVest also required a solution which could keep separate records for the various types of investments and entities in different countries all in one dashboard. > *“We focused on consolidating global reporting and centralizing everything to get better controls around our accounting processes. We wanted to streamline things and establish the same chart of accounts, and have check printing capabilities.”* > > Kayla Kasica,Controller ### The challenge: A digital check printing solution for digital age The multitude of entities managed by InterVest require physical checks to be paid to 70 different entities, which has often been a lengthy and time-consuming manual process. With only a few personnel authorized to sign checks, an in-office presence was mandatory for getting checks signed. Security around checks is often problematic due to the manual nature of printing and signing, and the review process to record transactions for signed physical checks was also difficult for accounting staff to maintain. The pressure to get checks signed is significant for an organization like InterVest, where filings on time and payments to tax agencies can result in significant late charges if not completed on time. For this reason, they sought an in-house solution that could be self-managed, so they could retain control over the process and timelines. ### How Charted helped NetSuite and Charted [Check Printing ](https://charted.com/ap-automation-suite/advanced-check-printing/)were implemented in early 2024, with full implementation, testing, feedback and configuration complete in less than six months. Onboarding an entirely new financial system required substantial buy-in from InterVest’s employees to ensure the system would be user-friendly. The setup also required new processes to be put in place where none had existed previously, especially for issuing checks. > Our feedback was implemented quickly, and then we moved forward with implementing Charted Check Printing for NetSuite. As far as Charted feeling like a heavy lift, it really wasn’t. It was pretty seamless. > > Kayla Kasica,Controller The NetSuite implementation has brought all the finances of this global company into one easy-to-use dashboard. Running a global company in multiple time zones requires data be up-to-date and available in real-time. The InterVest team sought a cloud-based, consolidated viewpoint, which they now have through NetSuite. The use of NetSuite and Charted Check Printing has reduced the number of steps within processes and kept everything fully integrated in one place, allowing for significantly greater ease of use. This seamless integration also helps to mitigate fraud with better controls and processes in place. Real-time reporting and understanding of what checks are outstanding and what need to be cut are now available in the NetSuite dashboard, making it easier to keep track of checks. Prior to implementing Charted Check Printing, InterVest employees would write out checks on preprinted check stock available in-office, or call banks to issue checks from specific accounts, which would then require an employee to physically go to the branch and pick it up. Some of the checks also required certified mail, which required additional steps, before mailing. Charted Check Printing has cut down what used to be a manual process often taking an hour through various steps and multiple employees to a digital solution requiring only 15 minutes. It has also implified the process, allowing for greater delegation of who can cut checks, mitigation of issues like jammed printers and established back-up protocols if the approved signer is out of office. The online process for approvals ensures the authorized check signers are not pressed to sign checks between meetings and can now review documents and sign on their own time. ### Implementation InterVest team members are still optimizing the NetSuite system, but positive changes are already being seen and the team is looking into additional capabilities. New processes are now easier to implement with NetSuite setup as InterVest’s book of record. Visibility has never been better, and reports from the various global offices are easier to generate. Processes like positive pay confirmation have become seamless through the easy integration available between NetSuite and other applications. > It’s so nice to be in the system and take care of everything from inside NetSuite, without having to use integrations that still take you outside of NetSuite to do something. The controls and integration have been extremely beneficial for the accounting team. > > Kayla Kasica,Controller ### Results Charted Check Printing has completely transformed the check printing process for the InterVest accounting team. InterVest can now sign-off on checks electronically using digital signatures, ensuring security around check printing while significantly simplifying the process. Authorized signers can sign from anywhere while taking the time they need to review and approve. Tasks can be properly delegated throughout the accounting team, ensuring time isn’t wasted, all while maintaining their own internal controls, and the average time to cut a check has been reduced. Check payments at InterVest Capital have never been more secure or processed so seamlessly. To learn more about Charted Check Printing solution, click [here](https://charted.com/ap-automation-suite/advanced-check-printing/ "Advanced Check Printing"). **Industries:** Financial Services **Topics:** Check Printing --- ### [JES Holdings](https://charted.com/case-study/jes-holdings/) **Published:** August 20, 2025 **Author:** Kim Wright **Content:** Founded in 1984, JES Holdings is a privately held family of companies with a diverse portfolio spanning from affordable multi-family and senior housing communities to skilled nursing care and memory care centers, market-rate apartment and loft communities, along with historic renovations. With over 600 employees and three corporate office locations, the company has seen substantial growth over the years. JES Holdings previously operated on Sage 300 Timberline software, but the lack of visibility and reporting capabilities prompted a shift to NetSuite in 2021. Over three years with NetSuite, JES has notably streamlined its operations. With critical information now easily accessible, the team is empowered to gain comprehensive insights and tailor the data to suit specific business needs. ### The challenge Before partnering with Charted, formerly SquareWorks Consulting, JES struggled with an outdated check printing solution that lacked support and efficiency. They were previously printing checks separately for each bank account, which consumed valuable time and resources. As their prior solution was being discontinued, JES embarked on a search for a dependable alternative that could support them for the foreseeable future. ### How Charted helped [Charted Check Printing](https://charted.com/ap-automation-suite/advanced-check-printing/) emerged as the optimal solution for JES Holdings. Native integration with NetSuite promised seamless implementation and minimal upkeep, aligning perfectly with JES’s requirements. Impressed by the solution’s comprehensive demonstration and competitive pricing, JES chose Charted. Additionally, Charted support for MICR fonts addressed a key necessity for JES, ensuring compliance and security in check printing processes. > *“With Charted Check Printing, everything is in NetSuite, which makes a huge difference when you’re looking at time management. The intuitive user interface makes complex tasks simple and efficient.”* > > Marsha Lessley,Assistant Controller ### Implementation The implementation process was marked by trust and efficiency. With Charted’ guidance, around 640 bank accounts were seamlessly imported into the system. Check templates were already configured to meet bank specifications, ensuring flawless printing and presentation. The software’s capability to easily add additional accounts was crucial for them. Additionally, the ability to print across multiple accounts was pivotal in streamlining their operations. > The Charted Check Printing solution was easy to use and efficient. It handled importing > 640 bank accounts without any hassle. Once we completed the initial account setup, it was > simple to add more as needed, which was key for our business needs. > > Marsha LessleyAssistant Controller JES leadership praised Charted for their calm and competent approach, which instilled confidence throughout the implementation phase. Responsive support from the Charted team further solidified the partnership, with prompt resolutions to questions within minutes. > *“Charted Check Printing was easily the smoothest implementation experience I’ve encountered. When the implementation team is calm, it makes you feel calm because you know they’re going to execute the implementation well.”* > > Marsha Lessley,Assistant Controller ### Results The transition to Charted Check Printing brought tangible improvements to JES’s operations. Previously time-consuming tasks were now streamlined, allowing for bulk printing of checks across multiple accounts in a single PDF. The user-friendly interface and NetSuite-native capabilities contributed to a positive user experience, garnering praise from JES team members. Charted Check Printing has empowered JES to achieve greater efficiency, accuracy, and cost savings in their check printing processes. As they continue their journey of innovation, JES stands poised for continued success with Charted by their side. > *“The NetSuite-native Charted Check Printing solution has improved our workflow by enabling batch printing of multiple checks, saving us a significant amount of time.”* > > Marsha Lessley,Assistant Controller ### Looking ahead Beyond the success of the Charted implementation, JES remains committed to leveraging NetSuite’s capabilities to drive business growth. As they explore further integrations and enhancements within NetSuite, JES plans to entrust Charted with any future implementations. > If we implement anything else in NetSuite, I will definitely be using Charted. > > Marsha LessleyAssistant Controller To learn more about Charted Check Printing, please click [here](https://charted.com/ap-automation-suite/advanced-check-printing/ "Advanced Check Printing"). **Industries:** Financial Services **Topics:** Check Printing --- ### [Transition Bio](https://charted.com/case-study/transition-bio/) **Published:** July 21, 2025 **Author:** Kim Wright **Content:** Transition Bio, Inc., was founded in 2020 when a group of University of Cambridge and Harvard University professors decided to combine its patents and form a new life sciences organization. The patents included screening technology for drug candidates and the fingerprinting of different types of cells and condensates. The company’s founders self-funded originally and then closed on a $50 million Series A round of funding in March 2022. Today, Transition Bio has roughly 50 employees split between the United States and the United Kingdom. The U.S. side of the business focuses primarily on biology while the UK group centers its efforts on drug screening and protein signs. The Director of Finance said the firm is looking to close on a Series B round of funding in 2024 timeframe. As a long-time NetSuite user, the company had been using QuickBooks, but quickly realized that the basic accounting platform couldn’t support its international growth or manage segregation of duties. The company was also using an external bill payment product, which became too much to manage. “We wanted to be able to consolidate those activities on a single system,” said the Director of Finance. Furthermore, Transition Bio needed one system that could handle both USD and GBP currencies and a solution that could manage consolidations across both entities. The company leverages CrossCountry Consulting for its NetSuite needs, and one of the consultants said, “From a reporting perspective, we were limited in QuickBooks and had to perform manual and time consuming consolidations outside the system.” ### Making the cut Transition Bio’s enterprise resource planning (ERP) evaluation team considered NetSuite, Xero, and Sage Intacct. The Director of Finance had successfully implemented NetSuite at his prior company and knew the cloud ERP would meet the needs of the growing life sciences firm. “Based on our prior use of and experience with NetSuite, we knew it would be a good fit for us,” said the Director of Finance. “It was just a matter of deciding who we wanted as an implementation partner.” The Director of Finance previously collaborated with NetSuite Alliance and SDN Partner, Charted, formerly SquareWorks Consulting, whose expertise in the biotech and life sciences industry ultimately confirmed his choice. Charted also had the internal subsidiary experience the company was seeking. “Charted has experience implementing international subsidiaries, which played a role in our decision to use them for our new NetSuite implementation,” the Director of Finance said. The Director of Finance also wanted to use the Charted AP automation platform which would enhance Transition Bio’s efficiency by accelerating vendor invoice processing times and automating approval workflows. As the NetSuite implementation gained momentum, Charted worked with Transition Bio to align with its business objectives and provide guidance on NetSuite’s best practices. “The Charted implementation team was extremely knowledgeable,” the Director of Finance said. ### Saving time and money Since rolling out NetSuite in May 2023, Transition Bio has been using the ERP’s core financial management functionalities like general ledger and fixed assets. It’s also using OneWorld for global subsidiary management. The company can now effectively segregate duties, bring functions like accounts payable and PO management onto a single platform, and leverage automation for functions like procure-to-pay. Transition Bio expects to see the financial benefits of software consolidation within the next nine to twelve months. Primarily involved with drug development now and for the foreseeable future, the company is saving both money and time on the accounts payable process. “We wanted the new solution to be similar to our previous Optical Character Recognition (OCR) billing software, but to be part of our overall ERP,” said the CrossCountry consultant. “NetSuite offered everything we were looking for from a global subsidiary standpoint and checked all the boxes to streamline our AP process.” ### Addressing the now, preparing for the future Transition Bio also leverages Chartedto elevate NetSuite’s native AP processes. This suite offers a range of powerful features, from AI-enabled OCR and invoice scanning to payments. The Director of Finance calls Charted a “well-built and well-thought-out system that aligns with the company’s objectives and financial needs.” The CrossCountry consultant is highly impressed with the system’s OCR functionality and how it automatically matches POs with invoices. “Charted is smart and fast and it’s getting even smarter the more we use it,” he said. The company previously used an OCR billing software that was not fully integrated within its ERP. This created numerous inefficiencies, including syncing issues and connectivity breaks. “By having everything in one system within our ERP makes a huge difference for us,” the CrossCountry consultant explained. “For instance, when bills are posted, they can be promptly reviewed within the ERP, seamlessly integrated into the general ledger (GL), approved, and processed for payment, all within a unified system.” “NetSuite seamlessly integrates with Her Majesty’s Revenue and Customs (HMRC) for our UK group, facilitating VAT reporting and refunds—a pivotal component of the consolidation process. Additionally, it offers tailored customizations pertaining to approval workflows and organizational hierarchy.” the Director of Finance continued. “Collectively, these contribute to the overall value we’ve seen from our NetSuite implementation.” Looking out further, the CrossCountry consultant said that if Transition Bio has to manage SOX requirements or establish additional controls, the company now has the internal control framework in place and ready to use. ### Transition Bio’s large and small milestones As it prepares for its next funding round, Transition Bio may begin using NetSuite’s Planning and Budgeting module to manage planning, budgeting, and forecasting at both the departmental and organizational level. “That would be one of our top priorities,” said the Director of Finance, who is also exploring the use of procure-to-pay punch-out features for its lab managers. Transition Bio also wants to leverage Charted Advanced Vendor Onboarding feature which would allow the company to send secure forms to vendors and let NetSuite auto-create or update vendor in information. Right now, the company is familiarizing itself with the platform and hopes to utilize all of its features by next year. “From the NetSuite perspective, we want to be prepared for our first audit, have a good grasp on all our accounting processes and procure-to-pay, and know that we’re adhering to internal control policies,” said the Director of Finance. To learn more about NetSuite, please click [here](https://www.netsuite.com/portal/home.shtml). To learn more about Charted, please click [here](https://charted.com/ap-automation-suite/ "Accounts Payable Overview"). **Industries:** Biotech & Life Sciences **Topics:** Approval Automation, Invoice AI, NetSuite Implementation --- ### [Orchard Therapeutics](https://charted.com/case-study/orchard-therapeutics/) **Published:** August 21, 2025 **Author:** Kim Wright **Content:** Orchard Therapeutics is an international, commercial-stage biopharmaceutical company headquartered in London, England, transforming the lives of patients with rare diseases through innovative gene therapies. ## Project background As a growing company, Orchard Therapeutics was preparing for an IPO and was unsure if their legacy ERP system, as well as their outsourced accounting operations function, could both appropriately support them through the transition of becoming a publicly traded company. NetSuite was the preferred solution because it introduced an added layer of security and control features that other systems like QuickBooks were lacking. Other important factors were that the Orchard Therapeutics team was confident in NetSuite’s ability to help consolidate global entities, support the day-to-day operations and improve financial reporting, amidst a heavy transition and in anticipation of business growth in the next three to five years. In beginning the NetSuite implementation, they quickly realized a need for additional expertise in a few key areas. Orchard Therapeutics sought a knowledgeable partner to guide them through an active implementation as swiftly and as seamlessly as possible. Compared to other firms, Orchard Therapeutics was impressed with the project management, expertise and reputation that Charted, formerly SquareWorks Consulting, had in the life sciences community. Most importantly, Charted understood what Orchard Therapeutics needed out of the implementation process and ultimately delivered a tailored solution versus an out-of-the-box one, making them the partner of choice for this growing gene therapy company. ### How Charted helped Orchard Therapeutics brought on Charted as a project manager and advisor to push the implementation through the finish line. In addition, Charted took the initiative to plan and oversee the data migration, accounts payable (AP) setup, testing coordination and go-live preparation and support. ### Project - Project planning - Project management - SuiteSuccess implementation of NetSuite - Data mapping and migration execution - Post go-live support ### Plan execution Migrating financials in multiple currencies into NetSuite required a comprehensive overview of how NetSuite handles multiple currencies, revaluation and consolidation of financial statements, which Charted willingly facilitated. As a second step, an extensive data mapping process was conducted to ensure that every field of all applicable records was properly populated, vetting each mapping decision to uncover any unforeseen implications. After completing the data migration design, Charted guided the Orchard Therapeutics team through a data validation and testing process, making sure that all financial reports looked exactly how Orchard Therapeutics was expecting them to look. The end result was a smooth and successful data import. When it came to setting up in-house AP and financial reporting functions, Charted brought additional experience to the table to fill knowledge gaps and weren’t afraid to question added functionality that could further complicate certain systems. They talked through the pros and cons of key decisions that were vital to a smooth transition, especially ones that required deeper discussion. Orchard Therapeutics appreciated the proactive communication from Charted, ensuring they were on board with those decisions throughout the process. ### NetSuite modules implemented - General Ledger - Financial Reporting - Purchasing - Accounts Payable - Fixed Asset > Once it became clear that our implementation needed outside support, we selected Charted because they demonstrated they understood our situation and had been there before with clients. They put a remediation plan in place to keep our implementation on track. Little by little our confidence was restored that the system would be operational as we approached go-live. > > Kris WardDirector of Procurement Leaning on the NetSuite SuiteSuccess methodology as well as their own expertise, the Charted team developed an actionable plan for Orchard Therapeutics which ultimately carried them through go-live status in a matter of weeks and brought more, better controls to their financial systems prior to the IPO. ### Results - Delivery of a custom designed NetSuite solution in just four weeks, encompassing all custom reporting requirements - Real-time, accurate and safe-to-share financial and operations reporting - Significant cost savings by bringing AP function in-house - Ability to maintain control and ownership of all global operations and financial reporting - Renewed confidence in operations and auditing functions, since the IPO This experience has inspired Orchard Therapeutics to think more strategically about what they need from an ERP system long term and will entrust in Charted to continue to support them in making the most informed decisions for their business’ future. For more information about Charted: implementations, data migration, execution, and customization design and development, click [here](https://charted.com/services/). **Industries:** Biotech & Life Sciences **Topics:** NetSuite Implementation --- ### [Abcuro](https://charted.com/case-study/abcuro/) **Published:** August 21, 2025 **Author:** Kim Wright **Content:** Abcuro is a clinical-stage biotechnology company focused on advancing its first-in-class programs in autoimmunity and cancer in which highly cytotoxic immune cells play a critical role. The company started in 2016 with less than five employees and operated on a collection of systems, including QuickBooks, Excel spreadsheets, and an external accounts payable (AP) solution to manage their finances. As the company started to grow, the manual work required to manage their finances, pay vendor bills, and track costs became inefficient and time consuming. Abcuro realized they needed a unified enterprise resource planning (ERP) solution that would allow them to quickly adapt as the company evolved, easily manage payables, implement spending controls, and track research and development costs. After evaluating multiple solutions, Abcuro was confident that NetSuite would support their business needs while allowing the flexibility required by a growing biotechnology company. Abcuro then began the search for a partner to guide them through their NetSuite implementation; delivering a system that would fit their needs while inimizing customizations and underlying functionality changes. ### How Charted helped Abcuro selected Charted, formerly SquareWorks Consulting, who, with their specialization in Biotech and Life Sciences, would ensure NetSuite was implemented using industry best practices. The implementation team advised Abcuro to also consider Netsuite-native Charted AP Automation. The features would help Abcuro save time when processing, approving, and matching vendor invoices in NetSuite. ### Assessment of business needs and AP automation design As the NetSuite implementation moved into the analysis phase, Charted worked with Abcuro to design a fully automated, paperless AP process, which required going beyond NetSuite’s vendor bill management capabilities. The implementation team delivered a solution architecture that incorporated Charted to efficiently process and approve vendor invoices in NetSuite. Key features included enhanced email approvals, invoice routing, AI-enabled optical character recognition (OCR) scanning and an automated 3-way match process. ### Tailored NetSuite implementation Abcuro wanted to design NetSuite in the simplest way possible, while incorporating Charted Biotech and Life Sciences industry best practices. The company wanted an easy user interface for their team to achieve greater efficiency and a seamless transition from their previous systems to NetSuite. Charted worked with Abcuro to personalize fields and transaction flows in NetSuite so end users could effortlessly navigate the system. Additionally, Charted worked with Abcuro to design and configure a financial segmentation structure that doubled the company’s visibility by tracking costs at four levels instead of the two levels in their previous system. Using NetSuite, Abcuro is now able to track Research & Development (R&E) and General & Administrative (G&A) costs in detail by Account, Department, Program (which each drug relates to), and Clinical Trial Phase. Creating this powerful reporting capability was a huge step forward, because it is imperative for the company and their investors to see spend by Category, Program and Clinical Trial Phase. > The team truly listened to our business needs while designing how we would utilize NetSuite in combination with Charted. The team helped us identify issues along the way and worked with us to ensure that it would work perfectly for us. > > Ricky MotschwillerController ### Delivery of enhanced approvals and controls via Charted As the implementation continued, Abcuro expressed the importance of tracking costs using Purchase Orders (POs) and leveraging email approvals in NetSuite. The company signs large contracts that include detailed and specific milestones, which requires tracking and reporting each progressive step for financial reporting. With their previous system Abcuro’s controls were limited. The company could utilize the same PO number for multiple invoices without any warning from the system. This left room for error and an increased risk of wrongful payments. It became clear that Charted would significantly increase accuracy, efficiency and reporting capabilities. The Charted team helped Abcuro design a process to manage contract milestones in NetSuite, as well as configuring email approvals for PO’s and vendor bills. Under the new process, when Abcuro receives a vendor invoice, they can forward it right into NetSuite and reduce the amount of manual work. They can also match invoices to specific PO line items to view exactly what has been billed on a PO and what remains unbilled. This enabled Abcuro to identify completed contract milestones for management reporting and improved financial controls. With Charted Invoice AI, Abcuro can now upload vendor invoices directly into NetSuite. The OCR technology auto populates numerous fields to quickly identify and match data including vendor name, PO number, invoice number and PO line items. This is a significant improvement from their previous system and prevents Abcuro from applying vendor invoices against PO line items more than once. Additional internal controls were added using Charted Real-Time 3-Way Match, which provides rock solid validation of the match between the vendor invoice, PO, and receipt of goods. > Implementing NetSuite together with Charted has transformed how the Finance team and the company operates. A majority of our spend is now on POs which provides greater visibility and control over spend with vendors. We have streamlined a previously cumbersome and labor- intensive process to improve the accuracy of our R&D accruals which are a critical piece of our financial reporting. On the FP&A side of the business, the comprehensive and up-to-date information from the business has enabled us to analyze activity in order to improve budgeting and forecasting. > > Patricia DewareVP Finance and Planning ### Implementation and go-live Instead of operating on multiple systems, supplemented by Excel spreadsheets, Abcuro is now able to run their business in NetSuite alone. This allows Abcuro the flexibility to quickly adapt as they evolve and grow as a biotechnology company. The combination of NetSuite and Charted has provided the company more extensive reliable reporting, enhanced email approvals and controls, and an efficient, paperless, fully automated global AP process. Prior to NetSuite, Abcuro issued POs for only 38% of their invoices, which meant that the approval of the remainder of the invoices was tedious, manual and time consuming. After implementing NetSuite and Charted, Abcuro now issues POs for 88% of their invoices, which allows Abcuro increased control over their invoices and a decreased risk of fraud. To continue to leverage NetSuite to its fullest, Abcuro partners with Charted to receive guidance and support through Charted Premium Support plans. This means Abcuro has a dedicated primary and secondary Charted support consultant to assist them with all their NetSuite needs. To learn more about Charted AP Automation, please click [here](https://charted.com/ap-automation-suite/ "Pricing"). For more information about Charted for NetSuite Managed Services, please click [here](https://charted.com/services/netsuite-managed-services/ "Get Started"). **Industries:** Biotech & Life Sciences **Topics:** Approval Automation, Invoice AI, Real-Time 3-Way Match --- ### [Spero Therapeutics](https://charted.com/case-study/spero-therapeutics/) **Published:** September 4, 2025 **Author:** Kim Wright **Content:** Spero Therapeutics is a clinical-stage, pre-commercial biopharmaceutical company that focuses on identifying, developing, and commercializing novel treatments for multidrug-resistant bacterial infections and rare disease. Their main office is based in Cambridge, MA, with remote employees across the country. While Spero Therapeutics had initially established themselves on QuickBooks, they knew they would need a more robust and scalable option as they prepared to go public. Spero Therapeutics made the transition to NetSuite during the clinical stage of their business. Once NetSuite was implemented, they quickly realized they were going to need more support in maintaining NetSuite and needed someone who could help optimize their environment. Charted, formerly SquareWorks Consulting, came highly recommended due to their experience in the Biotech & Life Sciences space as a partner who could help the Spero team moving forward. ### How Charted helped Once the engagement began, Charted assigned a primary support consultant, who came in to fill the role of Spero’s NetSuite administrator. Spero Therapeutics was able to very quickly start realizing value from the service by utilizing the support consultant for day-to-day requests, system questions, and to handle any issues that arose. Within weeks, the company started leveraging their new system in a more effective way for daily operations within their accounting department. #### Services - Ongoing Netsuite maintenance & configuration - Advanced troubleshooting & bug identification - Assessment of NetSuite upgrades and impact analysis - Team training & role assignment - Integration support & management - Audit reporting in support of SOX compliance - Custom reports & saved searches As a support customer of Charted, Spero Therapeutics has access to impact assessments prior to every NetSuite upgrade. With this analysis, their primary support consultant helps the team prepare for how to navigate any impending changes and executes any necessary adjustments to ensure their NetSuite environment continues to operate as expected following the upgrade rollout. > Charted is able to work proactively instead of reactively, identifying bugs and sharing with all of their clients before they experience issues themselves has been key in our relationship. They’ll find something, and immediately, they’ll know the impact. They know our system and promptly > made necessary changes. > > Heather SmotrichAccounting Manager In addition to ongoing support and maintenance, Spero Therapeutics leveraged the service to bring better maintenance for external integrations and help the company navigate more complex issues related to their external purchasing system. Charted was ready to assist the team, ensuring that essential integrations for the business were fully operational and provided recommendations to support the company’s critical business processes. > *“Charted has been a true business partner. They are able to really see the whole picture of what is going on with us as a business, where we are headed, and make suggestions, and we trust them wholeheartedly.”* > > Heather Smotrich,Accounting Manager, Spero Therapeutics A key benefit that Spero Therapeutics has outlined as important is the proactiveness of the Charted team. For example, as new bugs have been identified in NetSuite, the team has been very quick to communicate such issues and their relevant solutions across all customers. This collaborative network among functional consultants from Charted has enabled the support team to execute necessary proactive changes before the bug can impact the company’s client base. ### Reporting metrics for one year - Resolved 48 support tickets - Supported and maintained external integrations - Developed 8 new saved searches and reports - Completed 2 upgrade impact assessments - Assisted with multiple audits and ad-hoc requests As a Premium NetSuite Support customer, the Spero Therapeutics team maximized their access to Charted support and leveraged NetSuite as their primary financial system while preparing to go commercial. In addition to day-to-day maintenance, Charted was able to support and execute a vital financial integration and developed eight new saved searches and reports to optimize Spero’s experience with NetSuite. ### Looking ahead Spero Therapeutics plans to continue to leverage NetSuite as their company develops and transitions to commercialization. This support service from Charted has enabled their company’s transition and adoption of NetSuite, as well as the team’s ability to maintain SOX compliance. > *“It’s our intent to make NetSuite our central ERP system for all departments. When you’re a small company, you just want to get the ball rolling. As our company has grown and as we move to commercialization, we would like to use NetSuite more and have fewer connections with outside systems. We would like to use NetSuite to its full potential and maximize its capabilities, and the support from Charted has allowed us to do that so far.”* > > Sheila Finan,Controller, Spero Therapeutics For more information about Charted Premium Support Services, please click [here](https://charted.com/services/netsuite-managed-services/ "Accounts Payable Overview"). **Industries:** Biotech & Life Sciences **Topics:** NetSuite Managed Services --- ### [ExED](https://charted.com/case-study/exed/) **Published:** December 4, 2025 **Author:** Kim Wright **Content:** ExED is dedicated to providing business services to charter schools, focusing on budgeting, financial reporting, accounting, accounts payable, payroll processing, and retirement reporting alongside data management services. Charter schools have extremely specific state and national requirements around data, such as attendance reporting, school lunch data, and mandatory fiscal reporting. School lunches highlight just how important accurate data and reporting is; without this information, schools cannot get reimbursed from the various state and federal programs that help offset these costs. As such, ExED requires a robust financial hub for all of the accounting services they provide to their schools. With 100,000 invoices a year and 30,000 bill payments across the 60+ charter school clients they support, their system needs to be foolproof to support their accounts payable (AP) engine. ### The challenge Before setting up NetSuite, ExED was trapped on an on-premises accounting system with limited integration options. After moving to NetSuite in 2020, ExED has been able to move their accounting and financial reporting to the cloud and utilize best-in-class applications with significant integration capabilities. This became significant at the beginning of the COVID-19 pandemic which happened at the same time as their NetSuite migration and has continued to support their ability to be a remote work environment. Prior to implementing NetSuite, ExED used Abila MIP, with separate and unique databases for every single one of their clients, with varying customizations and setups. The manual processes and lack of standardization led to inefficient processes. Implementing NetSuite solved ExED’s need for a standardized cloud platform, and allowed for the support of a number of applications which integrate with NetSuite. This setup guarantees all financial data and information flows through NetSuite, whether procurement, general ledger information, or all AP functions. But new problems also arose, like clunky workflows and a sudden inability to print checks using a standard template. Having the ability to streamline AP functionalities ensures they can effectively support their many charter schools and operate as efficiently as possible. As their clients are all publicly-funded schools, this efficiency is key to ensuring the school operations are successfully meeting their mandates with as little extraneous spending as possible. > We enjoyed everyone we worked with. Charted did a great job and we were impressed with the processes they had come up with for us.” > > Heather EscandellSenior Technical Project Manager ### How Charted helped What led ExED to choosing Charted was their need to support multiple check templates for their many clients. The native NetSuite check template functionality was not able to meet the complexity of ExED’s needs; they needed an easy-to-use solution which could provide easy customization for over 150 templates, without having to manually fiddle with each one. Risking incompliance with banks when sending checks was not an option. After finding and implementing the [check printing solution](https://charted.com/ap-automation-suite/advanced-check-printing/) from Charted, ExED was also looking to integrate a document management tool to store the accounting backup documents in NetSuite. At first, they considered an integration between Box and NetSuite, but it proved to be time-consuming. By implementing [Advanced Document Management](https://charted.com/ap-automation-suite/advanced-document-management/) through Charted, documents can be dragged and dropped directly into the transactional record kept in NetSuite. Once ExED began to use NetSuite in earnest, they realized the value in having more tailored functionality designed to work specifically for accounts payable purposes. Due to the nature of ExED’s business, they have a significant user base with 100 ExED staff members using NetSuite to support over 65 different organizations with their accounting and financial reporting needs. The processes developed to ensure a smooth workflow are absolutely crucial to ensuring an efficient process that maintains strong internal controls. When so many different people are using one system, standardized processes are essential to also maintaining order; ensuring everyone clicks on the same button, adds comments in the same location, and rejections are stored in the same place not only makes things easier to track, it also makes the system easier to learn for new users. Standardized approval workflows keep things the same across all clients, ensuring the work is easier to navigate and more efficient. The same workflows ensure the same rules are applied no matter who the client is for all accounting teams. > We identified some additional approval workflows that we needed to develop. We had developed the initial workflows when implementing NetSuite, using the approval tool or engine in NetSuite, but it just wasn’t working as well. We learned about Approval Automation from Charted and used it for some of the new approval workflows we had to build. They work really well; we like the functionality and even rewrote some of our original workflows built in NetSuite and transitioned them to the Charted Approval workflows. > > Tait AndersonCFO & COO ### Results One of the changes implemented by Charted shows the importance of understanding the intricacies of financial reporting when setting up transaction processes. ExED’s original custom process to handle checks, payments, and vendor credits resulted in transactions showing up on their financial reporting before the payments had been approved. Charted developed a custom solution within the approval workflow, so requests don’t impact the general ledger and don’t show up on any financial reports until the requests are fully approved. While this was a small process change, it had a large impact on overall financial reporting. Other small changes, like where and how an approver could provide feedback on a specific transaction, were also improved by new and improved processes made possible by better functionality via Charted solutions. > > The workflows we used previously were NetSuite workflows, native to NetSuite functionality. We had a lot of them and they weren’t smooth processes. Sometimes they would time out, or have random issues where the workflows would get stuck. It may seem like a small issue, but they didn’t have good solutions if approvers had something that needed to be changed, or we needed to provide feedback to users. When we started using custom workflows \[with Charted\] we saw a significant improvement—the transactions were smooth and there were never any issues. > > > > Heather EscandellSenior Technical Project Manager ### Premium Support ExED also uses [Premium Support](https://charted.com/services/netsuite-managed-services/) from Charted, providing NetSuite support and expertise to solve administrative requests. Relying on their support representatives, who are trained on the specific business and needs of ExED, ensures they can navigate new functionality, questions, or issues easily, whether through a quick resolution or new custom workflows. For small teams without a dedicated NetSuite Administrator like ExED, Premium Support is a lifeline to solving the kinds of problems a complicated ERP setup can have, especially with multiple significant integrations. > *Premium Support is a good backup, like a safety blanket. NetSuite is so important to our work that if it goes down or doesn’t work, a large portion of our operations just stop. Premium Support is really helpful and has proven important in situations where we do run into an issue and can’t figure it out.* > > Tait AndersonCFO & COO To learn more about Charted AP Automation, click [here](https://charted.com/ap-automation-suite/ "AP Automation"). **Industries:** Non-Profit **Topics:** Advanced Document Management, Approval Workflow, Check Printing --- ### [Syndigo](https://charted.com/case-study/syndigo/) **Published:** August 20, 2025 **Author:** Kim Wright **Content:** Founded in 1973, Syndigo is the industry’s first Active Content Engine, which connects omnichannel capabilities across the entire content lifecycle to help master data for online retailers. The company serves over 50,000 global users across more than 12,000 global brands. They have offices in 14 countries, with headquarters in Chicago, as well as offices in Mexico, London, São Paulo and more. Syndigo’s mindset is focused on growth and acquiring companies with the knowledge and expertise to help them build upon their existing platform. With this growth mindset, Syndigo has acquired 12 companies since opening their doors with plans to continue this trajectory in the future. Prior to NetSuite, the company managed several business processes in Excel, as well as several heavily customized ERP systems that they kept inheriting from their long list of acquisitions. As the company continued to grow, they quickly realized they needed a single cloud ERP solution that would provide an easy user interface and accommodate their global footprint. NetSuite emerged as the ERP that would best support their rapid growth fueled by a swift Merger & Acquisition (M&A) strategy. Once Syndigo implemented NetSuite, the company immediately saw a return on their investment, specifically with NetSuite’s Billing and Advanced Revenue Management (ARM) modules. Key business processes that were once managed in Excel, now were consolidated into a single system and Syndigo can perform business-critical tasks such as revenue forecasting, billing automation and expense allocations. This was a huge step in the right direction and dramatically increased efficiency within the company. As Syndigo continued to acquire companies and grow, they searched for a partner to help guide them through the post-M&A integration process within their NetSuite environment. It was crucial for Syndigo to find a strategic partner that would learn the ins and outs of their NetSuite environment and help orchestrate these integration projects as quickly as possible in order for the company to realize the benefits of such acquisitions. Additionally, Syndigo wanted to rely on a partner that would suggest process improvements along the way. The company hoped to find a partner that was hands-on, instead of transactional. ### How Charted helped Syndigo found Charted, formerly SquareWorks Consulting, through a referral given its strong reputation in the software and technology industry and knew that both organizations would be a great match. Charted worked directly with the company to gain a better understanding of their NetSuite environment and establish a NetSuite M&A strategy while considering several process improvements along the way. With the Charted project manager, functional consultants, and technical architects, both companies agreed to a comprehensive, yet streamlined and agile plan to seamlessly integrate their acquisitions within a timely manner and provide ongoing NetSuite Premium Support. > The Charted team listened and helped us analyze our processes in a different way. They suggested process improvements and worked together with us to evaluate the pros and cons regardless of our decision. > > Sagit HalpernChief Financial Officer #### Projects at-a-glance - Review of M&A strategic plan for NetSuite - Personalized assessment of NetSuite environment - Project planning and project management - M&A change management - Data migration & testing - Integration of acquired companies - Go-live and ongoing NetSuite Premium Support ### Project planning and project management Charted started the process by leading several sessions in order to understand Syndigo’s NetSuite environment. With each engagement, the Charted team also educated themselves on the acquired company’s processes to determine misalignment that would require additional solutioning. While Syndigo was leveraging NetSuite to manage their business, they were open to hearing best practices on how to best utilize NetSuite. Syndigo does not have an internal team to help with NetSuite integrations of this size, so it was beneficial to have a partner who could provide strong project management. > *“One thing that differentiates Charted is true project management. The team is honest and that’s what we needed, especially since we don’t have those resources internally.”* > > Sagit Halpern,Chief Financial Officer The Charted team exceeded Syndigo’s expectations in terms of responsiveness, timeline, and efficiency with a turnaround time of 8 to 12 weeks per acquisition from start to finish. This was a huge win for Syndigo, especially since the company’s goal is to integrate each acquisition as soon as possible so they can eliminate redundant processes and make informed business decisions with consolidated financial data. > *“It really helps to work with the same partner that’s consistent and already understands our system so we can turn them around very fast. The Charted team seamlessly integrates everything in 12 weeks or less, which is a huge benefit for us.”* > > Sagit Halpern,Chief Financial Officer ### Data migration & testing Prior to each project kickoff, Charted provided Syndigo with actions they could start internally right away to make the data migration process as efficient as possible. This gave the project immediate momentum and prepped the team for discussions to define a strategy to ensure data in the acquired company’s system would fit properly into Syndigo’s instance of NetSuite. Charted utilized a data migration solution design to clearly outline how each data element would be migrated. Sign-off of this deliverable allowed Syndigo and Charted the confidence required to move forward with the data migration strategy. > The Charted team helped us problem solve through many different considerations prior to bringing it all together in one system. They really worked with us to understand our current NetSuite environment and how the acquired data would contribute to our overall business processes. > > Sagit HalpernChief Financial Officer Most of the companies Syndigo has acquired are small software companies leveraging Excel, or sometimes pen and paper, to manage contracts and deferred revenue. This leaves room for error, compromises any level of security or user permissions, and does not support complex workflows. It was critical for Syndigo to move this data into NetSuite’s Billing and ARM module. In most instances the acquired company also utilized a different revenue recognition method than Syndigo, adding complexity to the data migration process. Charted partnered with Syndigo to not only migrate the acquired contracts but also switch the revenue recognition method to ensure a seamless integration. ### Integration Many of the acquired companies utilized third party apps outside their ERP to run business operations. Syndigo did not want to maintain these integrations and utilized Charted to help transition those solutions to native NetSuite. This was necessary to keep business processes consistent and also reduce the amount of administration needed to support the back office. > *“With every project, we know there will always be bumps in the road, even if we’ve done it a million times. With the help of Charted we overcome these challenges and end up with a seamlessly integrated NetSuite environment after each project.”* > > Sagit Halpern,Chief Financial Officer ### Go-live and ongoing NetSuite support Syndigo reached new heights after each integration from a product standpoint, as well as an increase in revenue. After each project, Syndigo was able to analyze consolidated data across several products they sell in one system. Syndigo also increased visibility into every aspect of their business in NetSuite without leveraging Excel or other systems to manage the acquired company’s data. Charted project management proved to be effective regarding responsiveness, timeline and efficiency, especially with a turnaround time of 8 to 12 weeks per engagement. As the company continues to expand their global footprint, they plan to partner with Charted on future M&A’s. > *“With the help of the Charted team, they gave us the confidence to know that with every project we partner with them on, it will be done seamlessly and efficiently.”* > > Sagit Halpern,Chief Financial Officer Syndigo not only partners with Charted to receive support and guidance through their M&A projects, but they also partner with Charted to receive ongoing support through their NetSuite Premium Support Plans. For more information about Charted NetSuite Optimization projects, including M&A’s, click [here](https://charted.com/services/netsuite-optimizations/ "NetSuite Optimizations"). **Industries:** Software & Technology **Topics:** NetSuite Optimization --- ### [Service Compression](https://charted.com/case-study/service-compression/) **Published:** August 20, 2025 **Author:** Kim Wright **Content:** Service Compression is a leading provider of compression services for exploration and production companies at the wellhead. They are focused on advancing the ESG (environmental, social, and governance) initiatives of the upstream oil and gas sector through their differentiated service and technology offerings. Service Compression is headquartered in Lubbock, Texas, with field offices in Texas, New Mexico, Oklahoma, and Arkansas. With a new focus on sustainable solutions, the company transitioned from gas-powered to electric-powered compression, aiming to meet the demands of an environmentally conscious oil and gas industry. Over the past 4-5 years, the company has experienced significant growth, expanding its workforce from 40 to 120 employees, witnessing a remarkable 500% growth in assets. During this transformative growth, Service Compression migrated from E2, a manual ERP process managed in Excel, to NetSuite. This marked a significant shift from outdated systems, providing consolidated financials and streamlining operations. NetSuite facilitated seamless integration of acquired companies in a sustainable manner, eliminating the challenges associated with manual processes and instilling consistency, repeatability, and heightened confidence in results. Currently, Service Compression leverages NetSuite’s Fixed Assets, Advanced Projects, Job Costing and Project Budgeting modules. > *“Transitioning to NetSuite from our previous manual ERP process was a wonderful change, especially the consolidated financials. From the growth that we’ve had, NetSuite has been able to adapt to anything we’ve thrown at it.”* > > Doug Sneed,NetSuite Administrator ### How Charted helped Service Compression initially partnered with Charted, formerly SquareWorks Consultants, on their financial automation platform which included key features such as Invoice AI, Approval Automation, and 3-Way Match functionality. Invoice AI significantly streamlined the processing of 400-500 accounts payable (AP) bills monthly. The complex approval workflows enabled Service Compression to approve transactions in NetSuite, including vendor bills and purchase orders, based on a combination of purchase locations, purchase type and transaction amounts. Now, the team can easily adjust their approval flows without the need for editing complex scripts or workflows. These approval workflows were also setup in conjunction with Charted Real-Time 3-Way Match to identify variances and route bills for approval based on variance amounts. > Many billing solutions come with a lot of bells and whistles and are external to NetSuite. Charted Invoice AI, on the other hand, offers a cost-effective entry-level option that lives within NetSuite. Since implementing Charted Invoice AI we have significantly enhanced our efficiency, contributing to our growth. > > Brandon KingFinancial Controller Charted stood out among other partners due to its cost-effectiveness, customizable options, scalability, and its NetSuite focus, instilling confidence in receiving support during the implementation process. Following the successful implementation, Service Compression recognized the Charted level of expertise. Knowing that Charted was solely focused on providing NetSuite support, the company was interested in partnering with them to optimize their environment. They also found that they needed additional support during the implementation process and Charted was able to provide some of the heavy lifting that their lean two-person NetSuite Admin team didn’t have the capacity to handle. > *“We had such a good experience working with Charted on the implementation, which led us to bring them in for NetSuite Support. Once we received support from the team, we didn’t even realize how bad we needed it and it’s something I don’t think we could ever get rid of now.”* > > Brandon King,Financial Controller ### Services at-a-glance - Ongoing maintenance & operations - Troubleshoot & bug identification - Prep for NetSuite upgrades and impact analysis - Integration prep & management - Custom reports & saved searches - Enhancement of NetSuite’s Fixed Asset Module As a valued support customer, Service Compression gains access to upgrade impact assessments prior to every NetSuite upgrade. With this analysis, their primary NetSuite support consultant proactively guides the team in preparing for impending changes, executing necessary adjustments to ensure their NetSuite environment continues to operate as expected following the upgrade rollout. Beyond day-to-day operations and maintenance, Service Compression leverages Charted Managed Services for enhanced support in managing external integrations and resolving complex issues. Charted actively collaborates with Service Compression to ensure integrations are fully operational, providing valuable recommendations to support the company’s critical business processes. > When NetSuite has an update and suddenly things aren’t looking exactly right, Charted analyzes our environment and provides us with an information packet related to those updates. The information is very educational and tells us what the updates are, their impact, and things we need to be aware of. Charted knows the potential impacts the NetSuite upgrades have with other systems and integrations. > > Doug SneedAsset Manager To address specific needs, such as improving sales tax reporting, Charted, although not directly providing such services, recommended a trusted partner, Avalara. During implementation, Charted assisted as needed, ensuring the project’s smooth progression. > *“It’s really hard to find a skilled NetSuite support person for implementations, whether from the software side or from the NetSuite side. We’ve been through so many implementations and worked with so many consultants, and you guys were a breath of fresh air.”* > > Brandon King,Financial Controller Additionally, Service Compression leverages Charted to create custom inventory reports and reorder reports, providing swift access to information without the need for extensive manual report generation and consolidation. ### Reporting metrics for one year - Resolved 16 support tickets - Supported and executed external integration - Developed one new saved searches and reports - Completed one upgrade impact assessments During the past year as a Premium NetSuite Support customer, Charted efficiently resolved 16 support tickets ranging from updating roles to workflow modifications. In addition to managing daily operations, Charted played a pivotal role in supporting and executing a partner integration, ensuring the optimization of Service Compression’s NetSuite environment. ### Looking ahead Charted played a crucial role in streamlining AP processes by implementing Invoice AI, allowing the team to process invoices faster with OCR and AI technology. Charted also introduced a fully automated approval process and a real-time 3-way match engine to identify any variance violations. Additionally, they provided NetSuite support and optimized Service Compression’s environment, resulting in significant efficiency gains and growth. Service Compression continues to leverage NetSuite and Charted NetSuite Premium Support Plans to promptly address emerging projects and issues. > *“Charted has helped us through extensive updates, implementing mass changes and updates at a pace much quicker than we could have achieved on our own. We’re currently utilizing about 4 hours per month. If we didn’t have Charted support, we would be spending twice as many hours internally. We’ll still be utilizing Charted support and might even need to increase our support hours.”* > > Brandon King,Financial Controller **Industries:** Rental Equipment **Topics:** NetSuite Implementation, NetSuite Managed Services --- ### [MineralTree](https://charted.com/case-study/mineraltree/) **Published:** August 20, 2025 **Author:** Kim Wright **Content:** Founded in 2010, MineralTree is a Cambridge-based technology company that seeks to transform the accounts (AP) payable space for mid-size companies. Their solution automates the entire process, from capturing invoices to issuing payments, helping companies to digitize their financial processes. MineralTree’s leadership in the AP and Payment Automation software category is backed by the more than 1500 customers that use their solution. MineralTree gained traction in the software market but still operated using QuickBooks and Excel spreadsheets to run their business; they quickly realized they needed to transition to a more robust enterprise resource planning (ERP) system that enabled fully automated billing and financial processes. With this realization, they embarked on the challenge of finding a solution that could help them scale business operations and continue to lead in a very competitive business landscape. Knowing that NetSuite was the gold standard for mid-market ERP, they looked for a partner with the expertise needed to guide them through the implementation process. Based on their own capabilities and bandwidth to dedicate to this project, MineralTree knew they needed a partner that would provide a white glove experience, which was necessary to guide them through the implementation. > *“As we were looking to invest in NetSuite, I wanted to make sure from day one that we were set up in a way that was going to allow us to take advantage of all of NetSuite’s strongest capabilities. We’d only get this result if we partnered with someone who had deep expertise in the product and brought that level of customer experience.”* > > Chris Sands,CFO, MineralTree MineralTree knew the decision to go with NetSuite was the easy part. However, finding a partner that could deliver a tailor-made solution to automate their usage-billing process was vital for the project to be successful. Delivering a fully automated order-to-cash process with complex integrations was not going to be an easy task. ### How Charted helped MineralTree found Charted, formerly SquareWorks Consulting, through a referral in the software industry and knew they could help them implement NetSuite at its fullest capacity. For several years now, MineralTree had been calculating their customer invoice amounts manually by using Excel. This process was time consuming and prone to errors. Charted assessed their business needs and proposed a comprehensive solution that included an implementation plan and a tailor-made billing solution. This preliminary design of a usage-based billing process was the first step in achieving the automation that they were looking for while taking full advantage of native NetSuite features. ### Project - Personalized assessment of business needs and transaction requirements - Solution planning and preliminary design - Customization development and testing - Delivery of a tailor-made billing solution in NetSuite - Implementation and go-live ### Solution design > The solution design from Charted was beyond detailed and comprehensive. I was very comfortable early on that they appreciated our vision not only for NetSuite in general, but also specifically with our billing and revenue recognition needs. > > Chris SandsCFO Once the implementation started, and in order to satisfy all of MineralTree’s unique billing needs, Charted refined the preliminary design and created a full, end-to-end solution design that considered all types of billing and revenue recognition policies that MineralTree required to integrate their platform with NetSuite. This included standard billing, usage-based billing, and milestone-based billing as well as several revenue recognition rules, which MineralTree would use to automate their revenue recognition process using NetSuite’s Advanced Revenue Management module (ARM). ### Project management Charted collaborated with MineralTree to establish expectations and align visions in order to execute the full scope of the project. Charted’ Project Management and Implementation Framework proved to be effective as the implementation continued. > *“We knew we needed a lot of hand holding for two reasons: First, no one on our team had done an implementation of this magnitude before, and second, our bandwidth to dedicate to the project was limited. The Charted Team did a wonderful job of managing the project, all the way from expectations to a seamless execution.”* > > Chris Sands,CFO, MineralTree As the project continued, following the solution design sign-off and the configuration of NetSuite, the Charted team worked on the development of the billing solution. MineralTree was introduced to a full end-to-end demonstration of the solution through a process walkthrough. This ensured that MineralTree could get familiar with several areas of NetSuite and identify any areas of complexity as they moved ahead with training. The team quickly saw how NetSuite, with the help of Charted, would be streamlining their entire financial processes. After a few rounds of reviews, the project team began the testing process. With minor tweaks following a thorough testing process, NetSuite was ready to be deployed and MineralTree’s new billing solution launched in time with the NetSuite go-live. ### Go-live and support > We knew what we wanted to get out of NetSuite from a high level. Working with Charted and using their vast experience all the way from making the decision to go with NetSuite to getting the implementation done allowed us to achieve this huge milestone in our roadmap to > transform our business. > > Chris SandsCFO With the implementation set on track, Charted worked with MineralTree to ensure a successful adoption of both NetSuite as a whole, and the new billing solution. MineralTree was excited to eliminate the manual processes they had been using prior to this transformation, and quickly adjusted to the new system. MineralTree went live with NetSuite in February to avoid the challenge of managing year end and go live at the same time. This timeline gave the team the opportunity to confirm the data being migrated was accurate as well as provide the time needed to adjust to a new system. ### Results and transformation MineralTree’s NetSuite go-live was a big step for MineralTree’s roadmap to financial transformation and digitization. Not only have they introduced several controls through NetSuite to oversee spend more accurately, but they have streamlined their billing and revenue recognition processes. Several dozen Excel spreadsheets were decommissioned and now NetSuite is the system of record for their financials. After getting comfortable and familiar with the system, they were able to reduce their close time by 25% in the first two months of going live. The team expects that the time to close the books will continue to decrease over time. To learn more about Charted NetSuite Implementation projects, please click [here](https://charted.com/services/netsuite-implementations/ "NetSuite Implementations"). **Industries:** Software & Technology **Topics:** NetSuite Implementation --- ### [BlueWave Solar](https://charted.com/case-study/bluewave-solar/) **Published:** September 4, 2025 **Author:** Kim Wright **Content:** Solar energy is at the core of BlueWave’s business. From the development of solar farms to bringing affordable solar energy to communities, and now direct to consumers via home solar loans – BlueWave continues to actualize its mantra ‘Solar for everyone, everywhere’. > *“We are expanding from project development to selling and managing community solar customers and originating loans… We are transforming as we move into a new, highly regulated marketspace”* > > Tom AtkinsonManaging Director, IT and Compliance, BlueWave In the past 15 years, BlueWave has diversified its offerings and experienced significant growth. In the past year the company nearly doubled in size to over 95 employees, was recently listed as one of Inc. Magazine’s top 5000 fastest growing private companies in America, and was named Northeast Clean Energy Council’s 2018 Clean Energy Company of the Year. BlueWave needed an ERP system which met their business needs now and down the road. As the company transitioned into a new and highly regulated industry, BlueWave looked to Charted, formerly SquareWorks Consulting, in order to leverage their record of helping financial services companies. ### How Charted helped BlueWave partnered with Charted to plan and execute a transition from its legacy ERP system to NetSuite, including the design and development of a custom solution to manage Customer Loans. The process took just over 4 months from evaluation to launch. Charted worked closely with BlueWave’s team to create an outline of the company’s needs, goals and requirements and facilitate the assessment and implementation. #### Project at-a-glance - Project management - Functional and technical ERP implementation consulting - NetSuite SuiteSuccess implementation - Loan Management Functionality customization - Post go-live services > *“Charted helped us envision what the ultimate project would look like and how everything would come together. We felt really comfortable partnering with them.”* > > Tom Atkinson,Managing Director, IT and Compliance, BlueWave After considering various solutions, NetSuite proved to be the best choice for the new ERP system. In addition to standard ERP services, BlueWave needed a dynamic way to easily track loans and all related financial information, including service dates, principal balance and interest amounts. BlueWave was looking to automate the accounting activities associated with managing these loans. This functionality did not come out-of-the-box with NetSuite, so Charted proposed building a custom Loan Management System that would reside within NetSuite. The resulting Accounting and Loan Management solution addressed all of BlueWave’s pain points and goals. > > Charted was there all along the way: they helped answer questions, addressed our issues head on, and facilitated the process so it was tailored to BlueWave’s needs…We had direct access to a Senior Consultant who understood our issues quickly. > > > > Samantha JudgeAccounting Manager ### Project implementation & results BlueWave implemented NetSuite’s Core Financial Modules including: General Ledger, Purchasing, Accounts Payable, Order Management, Billing and Accounts Receivable and Advanced Revenue Management. The Charted team used NetSuite’s ‘SuiteSuccess’ Methodology which accelerates NetSuite implementation by providing customers pre-configured NetSuite accounts developed using vertical-specific best practices, in this case for Financial Services. SuiteSuccess Methodology combined with Charted expertise and focus on Financial Services resulted in a Custom Loan Management Solution that met all their needs. This Loan Management solution enabled BlueWave to transition away from time consuming and error-prone tracking in spreadsheets to automated, real-time calculations of their principal balance, disbursals and cash received. #### Success metrics - Business needs and gap analysis - 30+ subsidiaries migrated from legacy system: Xero, Salesforce and Excel - Customization of Loan Management Functionality - Improved security and compliance Shifting from irregular and inefficient manual processes to highly automated and scalable ones has been transformative for BlueWave. Consolidations have gone from being multi-day events to being completed in mere seconds. Adoption by employees has been exceptional and all teams are benefiting from increased transparency, with seamless information-sharing among non-financial and finance teams alike. Departments now have more control over their own information. There are no more emails for managing Accounts Payable – all activity is executed and trackable entirely within NetSuite. The transition is improving Partner relationships because the BlueWave team can be more responsive and answer questions more quickly than before. BlueWave has enhanced its competitive advantage by implementing NetSuite to manage its business. They can now see all companies and subsidiaries in a single balance sheet which, on their legacy system had to be separate reconciliations. Automation and the elimination of multi-step manual processes is helping BlueWave become more efficient and thus provide better service to its constituents. For more information about Charted Managed Services: Implementations, Data Migration Execution and Customization Design and Development, please click [here](https://charted.com/services/netsuite-managed-services/ "Accounts Payable"). **Industries:** Renewable Energy **Topics:** NetSuite Implementation --- ### [Waterford Institute](https://charted.com/case-study/waterford-institute/) **Published:** July 15, 2025 **Author:** Kim Wright **Content:** For more than 40 years, the nonprofit Waterford.org has developed award-winning early learning programs with adaptive software, innovative technologies, and personalized support. Over the decades, Waterford has grown to serve hundreds of thousands of children – especially at-risk populations – across the nation. As many fast-paced technology companies encounter, a growing business means complex and often changing needs. Waterford required an ERP system that could scale with them as they developed new software products and expanded into new markets, while handling the compliance for each. Seeking guidance on this large initiative, Waterford took advantage of the Charted, formerly SquareWorks Consulting, high-touch, personalized approach to assist them in this process. Charted guided the Waterford Institute through their NetSuite implementation ensuring the right features were enabled to gain full benefit from their ERP system. ### How Charted helped Realizing they needed to update their legacy ERP system, Waterford extensively searched for the right system to meet their needs. After careful consideration, Waterford determined NetSuite would offer them the functionality needed to run their business efficiently. However, recognizing the challenge in configuring NetSuite to their unique business needs, Waterford enlisted the services of Charted to help them evaluate the robust options offered by NetSuite to arrive at the desired design. > *“I had great success previously with NetSuite and I admire greatly the architectural implementation and its flexibility that it can be whatever you need it to… It affords great customization at an affordable cost.”* > > Tom Ness,CFO A significant goal of the implementation was finding the best solution to manage subscriptions and renewals and comply with an ever-changing, complex set of reporting requirements for tracking expenses and revenue. It was also essential to create a process to manage the software support needed from their technology offering. In addressing these needs, Charted assisted in implementing NetSuite’s Contract Renewals module, along with Subscription Billing and Advanced Revenue Management. These solutions provided Waterford with the functionality they required: maintaining flexibility and allowing them to scale. > It was very challenging to determine the best combination of tools and services that we needed > from NetSuite to solve our problems, which is where Charted really excelled. Charted was very patient in that process, in helping us arrive at the best decision possible. > > Tom NessCFO #### Project - Preliminary assessment of pain points and needs - Project planning and ERP roadmap - Project management - SuiteSuccess implementation of NetSuite - Data migration planning and execution - Post go-live support Furthermore, Waterford wanted to ensure that the implementation of NetSuite allowed for future enhancements to their technology portfolio, including an integration with Salesforce.com. Charted was able to understand their specific needs and propose the best setup to enable future enhancements. Once the tools were selected and path forward outlined, the implementation itself took just 3 months. Waterford was able to replace their legacy ERP system with a scalable solution that aligned with their mission and incorporated the capabilities needed for their evolving business ### Project implementation and results - General Ledger - Purchasing and Accounts Payable - Sales Orders and Billing - Advanced Revenue Management - Contract Renewals ### Software and non-for-profit specialization Through a SuiteSuccess implementation designed for Non-Profit organizations, combined with unique Software organization requirements, Waterford was able to quickly gain benefit from pre-configured options popular in their line of business. Through the use of SuiteKeys, functionality developed to easily enter a combination of financial segments for transactions, the time to run reports decreased from hours to just minutes. With increased visibility and insight into their business, information is now accessed and shared quickly and accurately. > I could not be happier with the experience. Right from the beginning there was constant > communication and very clear outlines of what to expect. The Charted team > was always available to answer any questions we had. > > Jessica ListerCorporate Controller Combining non-profit tools with contract modules has allowed the team to access billing and revenue in minutes instead of hours and also saved valuable time by reducing manual entry. As Waterford moves forward with NetSuite, the business benefits continue to become apparent. ### Success metrics - Full ERP migration in 12 weeks - Improved access to information - Readily available business metrics - Faster financial reportin For more information about Charted NetSuite Managed Services: implementations, data migration, execution and customization design and development, please click [here](https://charted.com/services/netsuite-managed-services "NetSuite Managed Services"). **Industries:** Software & Technology **Topics:** NetSuite Implementation --- ### [Wellframe](https://charted.com/case-study/wellframe/) **Published:** August 20, 2025 **Author:** Kim Wright **Content:** Wellframe is a Boston-based organization that specializes in Digital Care Management solutions. They combine tech and healthcare to create a digital space for next-level clinical care delivery. In less than 10 years, the company has grown to almost 100 employees and has helped healthcare organizations go beyond industry standards for patient support. As a quickly growing organization with an approval process that needed improved controls and visibility for management, Wellframe, Inc. looked for a better way to enable their employees’ purchasing requests and gain visibility and control over their approval process. They searched for a solution that went beyond NetSuite’s standard and advanced approval capabilities and could extend the purchasing visibility to everyone, regardless of their NetSuite access. The team at Wellframe, Inc. turned to Charted formerly for a personalized solution to their approval needs. ### How Charted helped Recognizing the complexity of their needs and the lack of a solution in the marketplace, Wellframe, Inc. came to Charted, formerly SquareWorks Consulting, with a detailed idea and motivated team. Charted listened to their biggest pain points and began working on a solution that would bring the controls and visibility that they were looking for. #### Project - Personalized assessment of business needs and approval hierarchy - Project planning and solution design - Customization development, including SuiteScripting - Delivery of an end-to-end business solution in NetSuite - Implementation and go-live One of Wellframe, Inc.’s primary needs was for all employees to be able to review and approve NetSuite transactions, regardless of the employees’ access to NetSuite. Additionally, they wanted to develop a flexible and dynamic process that would both support their hierarchy structure and would be fully compatible with vendor bills and purchase orders. > *“I really appreciated how much attention to detail Charted had – from drafting out the process outline to how we wanted the end product to look”* > > Ashley Rowe,Finance and Accounting Manager, Wellframe, Inc The Charted team focused on solving the pain points as quickly as possible and came up with a scalable design that would enhance their email and In-NetSuite approval experience while allowing them to easily maintain approval hierarchies for any transaction in NetSuite. Ashley Rowe explains “as soon as we started talking, Charted made us feel like a priority – they got back to us almost immediately, and their turnaround time on getting what we needed to review the contract was so quick. This type of responsiveness was a huge factor for us.” > I had a lot of comments of details that I wanted to add to the solution – the team was so receptive and they kept going until I was comfortable – I felt like they really wanted to get it right as well and make it to be exactly what we were looking for. > > Ashley RoweFinance and Accounting Manager ### Project execution In order to ensure that the solution would meet these needs, Charted and Wellframe, Inc. came up with a list of potential scenarios to ensure the approval hierarchy would work as expected. The testing took a few iterations, and the team at Wellframe, Inc. came back with new details and requirements they thought of as the development process went on. These requests were accepted and added seamlessly to the final solution. The implementation itself was supported by a mix of team members from Wellframe, Inc, representing their finance and accounting department, as well as their IT department. These project members were excited about developing the organization’s control and reviewing processes, and provided a variety of scenarios that fit across departments. > *“The fact that we’re able to have them communicate within NetSuite through these email approvals regardless of if they have access to NetSuite – and still be able to have visibility into NetSuite – has been huge.”* > > Ashley Rowe,Finance and Accounting Manager, Wellframe, Inc ### Project results and productization After an extensive testing process, the team at Charted was ready to launch the approval automation solution. The team at Wellframe, Inc. was highly satisfied with the final product and began using it. The feedback from Wellframe, Inc. praised how well the email integration worked for their team members – the message itself was intuitive and simplified, saving them time in the approval process and giving visibility into the request without leaving their email inbox. Charted decided to productize this solution and the result, Charted Approval Automation for NetSuite. ### Success metrics The final product extended visibility into the approval process without requiring more NetSuite Licenses. Wellframe, Inc. is able to enforce a centralized approval process while limiting their NetSuite access to those employees who require it, thus maintaining their budget and ERP controls. > Even more so than the time piece, it’s more that we’re getting the controls that we need to be done, done. It is definitely shaving off time in our approval flow – and being able to be confident that each invoice has been fully approved is great for our team. > > Ashley RoweFinance and Accounting Manager Wellframe, Inc. has been able to save time in their approval flow and instill a sense of confidence in the employees who are submitting approval requests. The visibility into their approval process has given everyone a sense of ownership over what they are spending and how that fits into the goals of the organization as a whole. To learn more about Charted Approval Automation and how to enhance your NetSuite approval experience, click [here](https://charted.com/ap-automation-suite/approval-automation/ "Approval Automation"). **Industries:** Software & Technology **Topics:** Approval Automation --- ### [east west partners](https://charted.com/case-study/east-west-partners/) **Published:** August 20, 2025 **Author:** Kim Wright **Content:** East West Partners, a leading real estate development firm, has developed some of the world’s top resort and urban communities, hotels, and office buildings. For over 30 years, they’ve earned a reputation for innovation and design, from the famed escalators of Beaver Creek to the iconic train canopy at Denver’s Union Station. Previously, they leveraged Microsoft Dynamics SL to manage their business operations, but this system had become outdated and inefficient. With employees spread across the U.S. and a small accounting team seeking to modernize their operations, they transitioned to NetSuite in March 2024, significantly improving user accessibility and productivity. Despite adopting a modern ERP system, their accounts payable team continued to rely on a fully manual process. This involved scanning physical paper invoices, uploading them into NetSuite, manually reviewing each one, and obtaining physical signatures for checks to pay vendors. This method was time-consuming, prone to human error, and caused payment delays. With a small department handling around 500 invoices monthly, East West Partners needed an automated accounts payable solution to improve efficiency. Additionally, managing 120+ legal entities and working with 8 banks required a scalable system that wouldn’t incur extra costs for each entity. ### How Charted helped To address these challenges, East West Partners collaborated with Charted, leveraging their financial automation platform, and Check Printing solution. They were impressed by the solution’s ability to accommodate multiple entities without incurring additional charges and its capacity to automate the invoice process using OCR technology. Charted approached the implementation holistically, educating the team on best practices tailored to their business needs. ### Implementation As the implementation continued, Charted worked with the team to set up OCR processing rules. Given that East West Partners, as a real estate development firm, deals with substantial monthly costs and frequently pays the same vendors, they quickly realized the benefits of the OCR technology. > *“I’d heard that many companies say it takes about 6 months for the OCR technology to learn your business. The second time I processed bills with Charted OCR technology, it scanned 100% of the information needed because we’re paying the same vendors each month.”* > > Eric Symons,Accounting Manager Considering the number of legal entities East West Partners works with, it was important for them to streamline the payment process as much as possible. Each entity also has multiple bank accounts, adding further complexity. To save time initiating payments, Charted devised a management strategy that enabled easy replication of check formats across different banks, requiring only updates to the name, bank account, and routing number. With accountants spread across Charleston and Denver, obtaining signatures on checks was challenging. East West Partners required two physical signatures for checks over $20,000. If the approver was not in the office, this would delay payments to vendors. To address this issue, Charted introduced digital signatures and enabled team members to approve payments via email. This allowed the accounting team to get payments approved efficiently and print checks with digital signatures, eliminating the need to ship checks for physical signatures and ensuring timely vendor payments. > One thing we’ve appreciated about Charted is that they understood who we were and > what we were able to do from a technology standpoint, which really helped us in the learning > process. They provided detailed information that helped everyone grasp how the solution would work. > > Eric SymonsAccounting Manager ### Results With a small accounting team, having Charted with the Check Printing solution has had a huge advantage for the company. Instead of scanning physical paper invoices and uploading them into NetSuite, they can now forward PDF invoices directly from their inbox into NetSuite. Leveraging Charted’ OCR technology, they can auto-populate invoice details, saving time and reducing human error. The team also appreciates the side-by-side comparison feature, which allows them to quickly review and verify the accuracy of the extracted information. > With Charted OCR technology, I’ve saved 70% of my time processing invoices compared to our legacy software. > > Eric SymonsAccounting Manager Charted Advanced Check Printing solution has also eliminated the need for physical signatures on checks. Approvers can now approve payments via email with digital signatures, streamlining the check approval routing and allowing East West Partners to process payments faster. Additionally, the company can easily replicate check formats across different banks, significantly saving time. By streamlining their accounts payable process, East West Partners has not only enhanced operational efficiency but also positioned itself for scalable growth. Looking ahead, the company plans to further enhance their NetSuite environment and explore additional modules that NetSuite offers. For more information about Charted, click [here](https://charted.com/ap-automation-suite/ "Accounts Payable Overview"). **Industries:** Real Estate **Topics:** Check Printing, Invoice AI --- ### [Neurotech Pharmaceuticals](https://charted.com/case-study/neurotech/) **Published:** September 4, 2025 **Author:** Kim Wright **Content:** Neurotech is a multifaceted biotech organization, focusing on both pharmaceutical development as well as creating medical devices. Going through a period of significant growth, Neurotech was evolving from a small company focused on research and development to a full-fledged commercial operation, with all the complexities that kind of expansion entails. In order to realize this kind of growth, it was determined that the original accounting system, mostly involving QuickBooks and a serious amount of physical paper, was not going to cut it. Setting up a brand-new NetSuite system, designed to electronically manage an organization’s entire accounts payable (AP) function in one integrated system, ensuring all financial data is kept up-to-date in one place. In addition, NetSuite would allow for the kind of automation tools that could competently handle a significant uptick in AP work—imperative for the success of Neurotech’s growth into a manufacturer while maintaining a traditionally small financial team. Tim Scannell, newly hired as the controller for Neurotech, had previously used NetSuite and understood its benefits. His key objective was to implement NetSuite before Neurotech launched their new commercial operation, knowing it would result in a significant increase in AP activity. Establishing new accounting processes and transitioning off of a 90s-era QuickBooks setup was critical. ### The challenge Prior to implementing NetSuite, Neurotech was relying entirely on manual AP processes while using QuickBooks for accounts payable and month-end journal entries. This set-up was extremely time-consuming: entering in vendors, updating information, entering invoices and getting things approved, all handled by a team of two entering in the data and following up on requests. The process was painful and tedious, and scaling was not possible with the existing system. The original QuickBooks functionality was extremely limited—little to no reporting, no advanced functionality and no budgeting forecasting. There was also limited visibility into what information was available, restricting the Neurotech team’s ability to drill down into the numbers; researching anything became a time-consuming project. Due to the lack of functionality, there were zero advanced accounting processes in place; implementing NetSuite and AP automation tools was a crucial part of the modernization of Neurotech’s financial operations. Prior to the NetSuite implementation, Neurotech hired Tim Scannell on as the new controller and Liz Magee to be the new accounting manager. Within their first two months on the job, they were tasked with implementing NetSuite and setting up Charted, formerly SquareWorks Consulting, all before Neurotech’s commercial operation began in their third month. > We’re finally in a good spot with our switch to the NetSuite system and can really now take > advantage of all the things that NetSuite can do. Before, we were kind of putting it off while > we were just trying to keep ourselves above water. > > Liz MageeAccounting Manager NetSuite was implemented to modernize the organization’s finance function, moving from bookkeepers to forecasting, budgeting, treasury management and integrating the system’s visibility. While QuickBooks worked for standard bookkeeping, as a quickly growing company, they needed more sophisticated financial tools to develop a better understanding of all the financial information they needed. Prior to commercialization, Neurotech’s AP team processed 300-400 invoices per month, handling 200 vendors. These numbers were expected to grow significantly once commercial operations began, and advanced accounting functionality would be necessary to support these operations. This is where Charted came in: implementing Advanced Vendor Onboarding, Next-gen OCR, Invoice AI and Approval Automation, with plans for Advanced Check Printing to be implemented soon along with future product additions on the Charted platform. ### How Charted helped Weekly project calls between the Neurotech team and Charted were crucial for getting NetSuite implemented on a short timeline. As the team was still brand new, tallying up the many small, manual processes was an ongoing endeavor, and could be difficult for the team to prioritize where to start and what to do first. > As soon as I joined those weekly calls, it was easy to see what the top priority would be every week and what had to get done now. Being at a new company, in a new role, I thought it was very helpful for Charted to tell us the top priorities and provide support if we needed help. That weekly touchpoint was really helpful. > > Tim ScannellController As Charted and Neurotech collaborated on the NetSuite implementation, the Neurotech team was still getting a grasp on the new setup and managing daily AP operations while preparing for the new expansion. The weekly implementation status calls between Charted and Neurotech were critical for not only a successful product implementation, but to help manage what seemed like an overwhelming workload for a team of two employees. This approach resulted in a methodical, step-by-step approach to implementing NetSuite and the initial suite of Charted products, with plans for future additions based on newly discovered needs. > *“We started with the bare minimum things to setup, and then we added on a little bit, working from a project management perspective. The Charted team started with the basics, and then everything strategically came together. It allowed us to start fresh on NetSuite, focusing on the things that really matter, and keeping us from getting distracted with everything you can do in NetSuite.”* > > Liz Magee,Accounting Manager ### Results Once the Charted team had NetSuite fully set up, along with their AP Automation platform, the Neurotech accounting team was finally able to start experimenting with their new AP system. One of the first things they appreciated were the journal entries, which were based on Charted templates that were already established. Previously, QuickBooks had relied on entirely manual data entry, and utilizing templates had been extremely difficult. Having the Charted team provide input and guidance on using these new features was crucial for getting things up and running in a short timeframe. While only being in the first phase of their NetSuite journey, the Neurotech team is already able to track everything electronically, from invoices, notes and shipping information, to linking bills and payments. This has been a huge improvement over the previous setup, saving the team hours of manual efforts and streamlining work for other team members, such as invoice approvals. All documents are now uploaded directly into NetSuite, significantly improving the level of organization for their team. Reporting has also improved significantly; while the team still takes time to set the reports, they have already shown to be useful to budget owners and decision makers. NetSuite enables the team to drill down deeper into the data, without significant manual effort behind it. Answering basic questions like cash forecasts previously took a lot of time to put together due to needing to pull physical paper invoices to answer basic questions. Now, everything is in the NetSuite system, and timely responses are already there for stakeholders. Setting up NetSuite with Charted ensures the financial team can handle whatever is needed for the future of the company. One of the benefits of implementing Charted at Neurotech is the experience Charted brings in working with small teams; the understanding of an incremental approach and not biting off more than a small team can chew. The quick and methodical implementation of NetSuite for Neurotech, in addition to setting up Charted to ensure vendor onboarding, invoicing and approvals could all be automated, was critical for the success of Neurotech’s next step in starting their manufacturing business operations. > *“AP automation is going to be huge for us. Getting those workflows setup, not only will we use AP automation to speed up invoice entering and sending everything through NetSuite to the appropriate approver, but the ease of people to be able to click off on the invoice to approve it. Our approvals were manually emailing every single person, and while everyone is nice and responds, it would take me an entire day of doing that. I don’t have to do that anymore.”* > > Liz Magee,Accounting Manager To learn more about Charted NetSuite Implementations, click [here](https://charted.com/services/netsuite-implementations/ "NetSuite Implementations"). To learn more about Charted, including Advanced Vendor Onboarding, Invoice AI, and Approval Automation, click [here](https://charted.com/ap-automation-suite/ "Accounts Payable Overview"). **Industries:** Biotech & Life Sciences **Topics:** Advanced Vendor Onboarding, Approval Automation, Invoice AI, NetSuite Implementation --- ### [Affinia Therapeutics](https://charted.com/case-study/affinia-therapeutics/) **Published:** August 20, 2025 **Author:** Kim Wright **Content:** Affinia Therapeutics is a biotechnology company focused on advancing gene therapy by developing innovative solutions for addressing various diseases. With ambitious plans to have a dramatic impact on the lives of patients around the world, the company began to scale. As the company grew, they faced a common challenge in its growth trajectory: managing their Accounts Payable volume with a small accounting team. Recognizing the need for a unified ERP solution that could seamlessly evolve with the company, Affinia searched for a system that could efficiently manage payables, increase spend visibility, and reduce data inaccuracy. After evaluating various solutions, Affinia was confident that NetSuite would support their business needs while allowing the flexibility required by a growing biotechnology company. While the company decided to move forward with NetSuite as their ERP system, they also wanted to look for something to elevate their AP process beyond NetSuite’s out of the box capabilities. To address this issue, the company sought a scalable solution that not only managed their financial complexities but also aligned seamlessly with NetSuite. ### The search for a solution Affinia looked for a partner who understood the biotech industry and delivered a boutique experience. More specifically, Affinia needed a partner that would work side by side with their team to understand their specific needs. Their previous platforms did not talk to one another and were all separate, so they wanted to find a partner whose solution could ideally be embedded in NetSuite to make things as simple and efficient as possible. Charted, formerly SquareWorks Consulting, emerged as the ideal partner due to its personalized NetSuite implementation approach, industry expertise, system consolidation and NetSuite-native AP automation capabilities. ### Solution design As the NetSuite implementation moved into the analysis phase, Charted worked with Affinia to understand their business goals and objectives to design a solution that would go beyond NetSuite’s AP Automation capabilities. Affinia expressed the need to reduce the time to enter vendor invoice details, easily manage invoices via email, increase PO and Vendor Bill approver adoption, and a robust process to manage vendor contracts. Related to financial controls, Affinia wanted to implement 3-way match automation to decrease the risk of fraud or financial misstatements, enable audit trail for PO discrepancies and enable true segregation of duties. To have a fully automated AP process, Affinia was also focused on finding a payment automation solution. They searched for a solution that was easy to set up and supported their banks without having to create new accounts or stablish new banking relationships. With Affinia’s goals in mind, Charted helped implement NetSuite as well as their own financial automation platform, focusing on the following features: Invoice AI, Real-Time 3-Way Match, Approval Automation, and Payment Automation. ### Implementation Once the implementation was underway, Charted worked with Affinia to establish clear business objectives and design a solution that would allow their team to execute 100% of the steps in their AP process in NetSuite. Once Invoice AI was implemented, manual entry became a thing of the past. Now, invoices can be emailed or dragged and dropped into NetSuite effortlessly. Charted AI technology swiftly scans each document and auto-populates as many details as possible using advanced AI algorithms to quickly identify and match data like vendor information, invoice number, and line items. Over time, the AI-powered solution learns from Affinia’s NetSuite usage patterns, ensuring unprecedented accuracy and efficiency. Real-Time 3-Way Match allowed Affinia to create rules to prompt warning signals if an invoice was over the approved PO threshold amount. If the PO was above the threshold, this would route for reapproval. Further there’s the ability to consider tax and shipping as separate so that wouldn’t be factored into the threshold. This was a game changer for Affinia because often tax and shipping alone would trip the threshold, causing delayed invoice processing. Approval Automation streamlined the entire approval process by allowing employees, regardless of their NetSuite access, to approve or reject invoices via email or directly in NetSuite, saving on overhead costs. > Having an organized, control-oriented, and efficient procurement process is integral to the success of any biotech company, but it’s especially critical to small operational teams. Charted allows us to process payments more quickly with less room for manual error, and the collaborative and personal relationship with Charted made us feel like they were a part of our internal team. > > Evelyn KarimDirector, Controller Payment Automation allowed for an easy and secure way to send payments without leaving NetSuite. The interface was designed for effortless self-service configuration and supported all US Banks. Previously, Affinia was manually sending payees a form to type in their banking information and then they would input that information in NetSuite. Now, payees receive an onboarding form invitation from Affinia that allows them to input their baking details directly into the online onboarding form, reducing human error. There are security checks in place before a payee submits banking details to reduce the risk and focus on preventing fraud. The configuration allowed for segregation of duties, which was a key factor for Affinia. Now they have permissions around who can approve and release payments. > *“It’s very easy to select which bill payment should be released. There are permissions to control which users are allowed to release payments to maintain separation of duties. It’s much easier to complete this process within NetSuite versus maintaining separate logins into our bank’s portal.”* > > Evelyn KarimDirector, Controller ### Results The impact of NetSuite and Charted was nothing short of transformative. Their efficiency in approving transactions via email has increased by a staggering 90%. With the Charted solution in place, bill approvers have regained a remarkable 2 1⁄4 business days, transforming their workflow and enhancing productivity. The approval process, once a time-consuming ordeal of 1-2 minutes, now takes only 10 seconds. Affinia’s invoice processing system has been revolutionary, thanks to Charted Invoice AI. This cutting-edge technology has not only reduced data entry errors but has also significantly decreased invoice processing times. Affinia has experienced an astounding 80% boost in bill processing efficiency, translating into 6 1⁄2 working days saved within a year. The accuracy and speed of the 3-way match have provided Affinia with enhanced visibility into variances, enabling them to capture approvals precisely when needed. With payments, Affinia can seamlessly process efficient and secure payments directly in NetSuite, without the hassle of dealing with multiple banking systems. This streamlined approach ensures timely payments and grants Affinia complete control over their vendor relationships, fostering stronger partnerships. Even after implementing Charted, Affinia continues to benefit from Charted expertise through their NetSuite Premium Support plan. This ongoing support not only ensures the smooth operation of their financial automation platform but also provides Affinia with valuable insights and best practices, optimizing their financial processes. To learn more about Charted NetSuite Premium Support options, please click [here](https://charted.com/services/netsuite-managed-services/). > *“Charted feels like part of our internal team as we continue to work very closely with them through continued NetSuite support.”* > > **Evelyn Karim** > Director, Controller For more information about Charted, click [here](https://charted.com/ap-automation-suite/ "Get Started"). **Industries:** Biotech & Life Sciences **Topics:** Approval Workflow, Invoice AI, Payment Automation --- ### [IpA](https://charted.com/case-study/ipa/) **Published:** August 21, 2025 **Author:** Kim Wright **Content:** In the world of groundbreaking antibody development, ImmunoPrecise Antibodies (IpA) stands as an industry leader, pushing the boundaries of innovation. IpA unites the power of antibody discovery services with complex artificial intelligence technologies, propelling pharmaceutical partners into a new era of therapeutic antibodies. After acquiring labs in the Netherlands and Canada and transforming into a multi-country international operation, IpA decided to make the efforts to go public. Previously, IpA relied on applications hosted on external servers and performed a lot of manual work to manage their financial processes. In order to go public, IpA searched for a robust ERP solution that would allow them to grow. Ultimately, the company went with NetSuite due to its consolidated data repository, enhanced controls, and real-time business analytics. It was also important for them to stay SOC compliant with government regulations and accounting standards, which NetSuite was able to deliver. > *“A weight has been lifted off my shoulders from an auditing perspective because we can now rely on NetSuite”* > > Donnette Malakowski,Corporate Controller After investing in NetSuite, the company quickly streamlined their operations and centralized their accounting functions. Now, all of their international operations were tied back to one system versus their previous disparate systems and manual processes. In the initial stages of NetSuite, IpA made the most out of the system. However, they lacked key processes such as an automated 3-way match and xtensive manual verification of invoice details. Recognizing the need for a more elevated financial management solution within NetSuite, the company embarked on a search for a third-party solution. ### The search for a solution During IpA’s search for a partner, it was imperative to find a company that would listen to and address their needs while providing guidance when necessary. They also wanted a solution that was built within NetSuite, eliminating the need to rely on third-party solutions or unfamiliar interfaces that could lead to user adoption issues. IpA discovered Charted, formerly SquareWorks Consulting, at NetSuite’s annual conference, SuiteWorld. Seeking an AP automation solution, they visited the Charted booth and were immediately hooked. > Everything that we brought to the Charted team, they made happen. Charted helped me look at processes in a different way to improve our current processes and it was always better than the way I had pictured it. > > Donnette MalakowskiCorporate Controller ### Solution design During implementation, IpA emphasized the need for a more efficient invoice processing system, a streamlined approval process, and a simplified vendor onboarding process. Charted analyzed these requirements and crafted a solution tailored to IpA’s unique business objectives. In the past, IpA’s team checked multiple email inboxes daily to track down invoices, resulting in significant manual work. Additionally, the team often found themselves chasing down approvers and engaging in back-and-forth emails to confirm whether invoices were approved. IpA previously faced challenges in vendor onboarding that potentially led to security risks by collecting banking information via PDFs. The team relied on the procurement team to follow up on vendor details, which caused delays and a lack of visibility. Previously, when new vendors were added, the accounting team wasn’t promptly notified, causing delays of at least a week in payment processing. This reactive approach caused inefficiencies, emphasizing the need for a proactive solution. ### Implementation of Charted Charted brought transformative changes to IpA’s procure-to-pay processes. Invoices now flow directly into email inboxes and are automatically forwarded to an invoice queue, eliminating the need for the AP processor to check multiple email inboxes daily. Approvers can now review invoices without logging into NetSuite, with all necessary data and attachments available within the email. This streamlined communication reduces the number of questions, improves workflow efficiency, and elevates the overall approval process. Upon initial use of Charted OCR technology for scanning invoices into NetSuite and extracting invoice details, IpA observed its adaptive learning capabilities. Over time, thanks to Charted AI and machine learning, the solution familiarized itself with IpA’s diverse vendor base, accurately retrieving key information. Considering IpA’s international presence as a multi-country biotech company, they encounter invoices in various languages. Charted solution excels by supporting over 30 languages, ensuring effortless processing of invoices regardless of language. > *“I’ve seen the OCR actually learn where invoice numbers are on the document. In the beginning, the technology did not extract all necessary information, however, it gradually improved the more we used it. Now, the technology can identify where the PO and invoice numbers are on the invoice, saving us time.”* > > Donnette Malakowski,Corporate Controller IpA has also revolutionized their vendor onboarding process. The previously unsecure process of sending PDFs to collect banking information is now replaced with a secure link for vendors to provide their information. This not only enhances security but also eliminates the need for procurement teams to follow up on vendor details. IpA now has complete visibility within NetSuite and receives notifications when a new vendor is created, guaranteeing timely payments, and enhancing vendor relationships. ### Results With a small accounting department handling 500-600 invoices a month from 700 vendors, Charted streamlined their operations and significantly reduced the companies workload. The month-end process, previously laborious and time-consuming, became effortless. Invoices flowed into the queue smoothly, eliminating the need for late-night efforts. The system’s reminders to approvers have ensured a smoother month-end closing process, with no items left pending approval. The decision was easy given the obvious ROI that the solution would deliver immediately. > 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 now about that invoice, attachment included, and whether they need to approve or reject it. It also reduces the number of questions we get. > > I see huge time savings. So far, Charted is saving 20 hours a month. The fact that I’m not losing invoices is huge. They’re all where they should be in NetSuite and not getting lost in email inboxes.” > > Donnette Malakowski,Corporate Controller Since implementing Charted, IpA has experienced faster invoice processing, improved visibility for approvers, and strengthened vendor relationships. IpA is confident that as the company grows, the system will adapt seamlessly and will pay for itself many times over. For more information about Charted, click [here](https://charted.com/ap-automation-suite/ "Accounts Payable Overview"). **Industries:** Biotech & Life Sciences **Topics:** Advanced Vendor Onboarding, Approval Automation, Invoice AI, Invoice Processing --- ### [Superior Environmental Solutions](https://charted.com/case-study/superior-environmental-solutions/) **Published:** September 4, 2025 **Author:** Kim Wright **Content:** Superior Environmental Solutions (SES) is on the leading edge when it comes to storing digital documents as attachments in NetSuite. The high volume of documents is primarily driven by their sales and financial processes. Following their NetSuite implementation, SES approached their storage capacity very rapidly and they started looking for a cost-effective solution that would allow them to easily attach documents in NetSuite via drag-and-drop, without worrying about running out of space. The SES team turned to Charted Consulting to solve this problem with Advanced Attachments for NetSuite, which would give them the usability that they were looking for to attach files to any NetSuite record with unlimited storage. This solution worked seamlessly with their NetSuite environment allowing them store and attach supporting documentation, such as bills and quotes, to records throughout their invoice process, as well as create a centralized spot to store all of these important files. The solution was implemented in a matter of days, and the SES team quickly adopted all new functionality, including the ability to require an attachment for some records in NetSuite. All these features combined allowed them to save hours of file management work and focus on more strategic activities to continue to grow the business. > *“The solution has been so easy for the team to adopt and helps us to make sure we have attachments everywhere. We were able to set up the solution so attachments are always required. This solution has helped our team to make sure people aren’t forgetting to attach documents to records and helps us from having to look for things later.“* > > Lauren Dolby,CPA, MBA, Controller, Superior Environmental Solutions To learn more about Charted Advanced Document Management, please click [here](https://charted.com/ap-automation-suite/advanced-document-management/ "Document Management"). **Industries:** Environmental Services, Biotech & Life Sciences **Topics:** Advanced Document Management --- ### [Prime Group Holdings](https://charted.com/case-study/prime-group-holdings/) **Published:** September 4, 2025 **Author:** Kim Wright **Content:** Prime Group Holdings is a growing storage facility property and management company, with ownership of over 400 individual properties, with a few select properties that are solely managed. Most of the properties are in the US, with a small number of locations in Canada. Their accounting setup is inherently complex, divided into two systems for corporate accounts and property accounts, with every single property under the Prime Group Holdings having its own LLC. The result is over 400 subsidiaries, and over 600 bank accounts, all with different parameters. The volume of invoicing is intense. **Jennifer Sargent**, **Corporate Controller** in charge of corporate accounting at Prime Group Holdings ended up taking over accounts payable one year into the job; while the business model is simple, various factors make it complicated: - The corporate accounting has one main bank account. Properties are grouped based on various factors under a physical account. Every property has its own virtual bank account, with its own separate account number and routing number to handle ACH payments. - In addition, they have controlled disbursement accounts (CDA), which are tied to the physical accounts that handle check payments. However, every CDA handles check payments for approximately 50 properties at a time, significantly adding to the accounting complexity. - The volume of invoices adds to the complexity: every single property has its own utilities, landscaping, repairs, removals, that all need to be processed through either its ACH account or the CDA account. ### The challenge Previously, Prime Group Holdings relied on Timberline (now Sage 300 Construction and Real Estate), a construction and property inventory software that also handled some accounts payable functions. However, the system lacked concrete controls and didn’t capture a lot of the common payments for things like landscaping, utilities, trash and snow removal, and maintenance. Understanding the complexities of their system and knowing growth is a constant, the team decided to move to NetSuite for the necessary guardrails needed for such a complicated system. They had also relied on AvidXchange, an AP automation tool that relies on integrations to connect various platforms, including Timberline. One of the biggest issues for the Prime Group Holdings team was the constant need to import and export data—which led to errors and missed data. The process was difficult: some invoices registering in Timberline, others in AvidXChange, having to reconcile both systems, and constantly transferring financial data between the two systems. The AvidXchange payments process was not user-friendly, which only added to the frustration. AvidXchange also increased the amount of back-and-forth when it came to managing approvals through their system, resulting in an increased volume of messages and delayed invoices. As the Timberline and AvidXchange systems didn’t integrate, keeping track of payments and approvals took a lot of messages and follow-through. In addition, Prime Group Holdings has a limited number of approvers who are spread out across various locations, adding to the need for a streamlined approach within a single system. > Having it all in one place so that we can do research and not have to go back and forth between two systems to find out what’s what. When AvidXchange was doing our payments, we could put a payment in Timberline, import it into AvidXchange, AvidXchange would send the payment out, but AvidXchange would take the money from our account. So in our system, it would look like the payment had cleared the next day, but if we had to find an outstanding check or figure out when a check cleared, we had to go into AvidXchange and manually look up if the check cleared, when did it clear, when was it sent – checking all the other dates and data points. It was very cumbersome. > > Jennifer SargentCorporate Controller ### How Charted helped **Approval Automation** Having all approvals in NetSuite and automation through Charted, formerly SquareWorks Consulting, has significantly streamlined the approvals process for Prime Group Holdings. With everything working through NetSuite, designated approvers can either log in to NetSuite, or approve right from a direct email, with no need to log in at all. No matter how an approver chooses to work, the approvals are all managed through one NetSuite instance, ensuring all transactions are managed out of the same process, and can be easily checked and verified by the AP team. Due to the setup of Prime Group Holdings, with so many different locations, district managers and regional vice presidents are all operating out of different locations and often traveling. This structure has made the payment approval queue even more difficult to manage. With approvers able to approve invoices simply from an email, whether on their phone or laptop, significantly reduces the operational burden of getting invoices approved. **Payment Automation** Employing Charted has significantly streamlined the payment process for Prime Group Holdings. Where they once were faced with constant back and forth of releasing payments and double-checking details through two disparate systems, the implementation of NetSuite with Charted Payment Automation has brought everything into one complete system. > I think the biggest positive with using Charted is that it sits right in NetSuite, and it doesn’t feel like a separate system. It is super helpful. > > Jennifer SargentCorporate Controller The payment is processed in NetSuite, verified through the Charted queue, and then it’s released. Removing the need to import and export files, details are no longer missed, and errors no longer happen. In turn, hours spent researching simple mistakes are no longer necessary. Payments go from NetSuite into Charted, where everything is verified, before being sent out. Nothing falls through the cracks. > *“Having approvals in NetSuite and having people be able to either get into NetSuite and approve there, or use the emails, have really streamlined things. Especially the ability for people to approve or reject right in an e-mail rather than having to log into the system, I think has made things faster.”* > > Jennifer Sargent,Corporate Controller ### Results When looking for automation tools to make the most of their NetSuite investment, Prime Group Holdings were first and foremost concerned about the volume—being able to manage their hundreds of virtual bank accounts, hundreds of subsidiaries, and the varied options for paying ACH versus checks. The complexity was hard to convey throughout the demo and sales process. In order to satisfy the Prime Group Holdings requirements, Charted came up with a custom solution within the suite of products to be able to navigate the complexity of Prime Group Holdings setup. The result has been a significantly streamlined experience for both AP professionals and the approvers throughout the organization. One of the biggest improvements has been time savings—the previous set-up resulted in numerous errors due to data transfers between systems, and every single problem would take hours of research to determine the root cause and reconcile differences between Timberline/Sage and AvidXchange. With everything now living in NetSuite, the errors have been significantly reduced, and time spent tracking down those problems is no longer a factor. ### What’s next Prime Group Holdings is constantly growing, deploying external funds to create a constant pipeline of new properties and opportunities to create growth and make money for investors. In 2024, 80 new properties were acquired. For the accounting team, the need to be agile is a constant, knowing that at any moment, a portfolio of dozens of properties could be acquired at a moment’s notice—all needing to be folded into the accounts payable structure. Future considerations for the AP team are streamlining the payments process further, reducing check reliance, and increasing electronic payments to eliminate issues with mailing checks. Checks have been lost in the mail, or not arrived on time, resulting in last-minute online payments, and an inevitable double payment when the check does arrive. For an organization growing every single year, creating efficiency inside the AP team has been critical. To learn more about Charted, click [here](https://charted.com/ap-automation-suite/ "Accounts Payable Overview"). **Industries:** Real Estate **Topics:** Approval Automation, Payment Automation --- ## Categories ### [Uncategorized](https://charted.com/blog/category/uncategorized/) ---