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# Charted

## Sitemaps

- [XML Sitemap](https://charted.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [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/) - Charted CEO talks to CFOs about AI prioritization, data overload, and system sprawl. Real talk from finance leaders on what actually moves the needle.
- [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/) - AP automation leader Charted ranks no. 1776 on the Inc 5000, placing on the list for the second year in a row.
- [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/) - How to cut AP processing time and costs in NetSuite Native NetSuite AP automation 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
- [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/) - The new NetSuite AP inbox via Charted Invoice Automation lets AP teams customize columns, segment access, and resolve corrections all without leaving the queue.
- [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/) - Starting July 27, 2026, the Charted new default interface becomes the default for all users. See what's changing, including new features and how to switch back.
- [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/) - Charted Payment Automation extends NetSuite EBP with verified vendor banking, zero prefunded accounts, and a full audit trail.
- [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/) - The latest news from the Charted product team: the launch of e-invoices being received directly to NetSuite for Belgian organizations and faster OCR.
- [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/) - 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
- [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/) - No connectors, no data hops. Keep users in a single system and reduce failure points while approvals, matching, and payments run end to end.
- [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/) - Charted (formerly SquareWorks) supports software firms with NetSuite consulting and AP automation, trusted by tech companies to scale securely.
- [Robust controls and purchasing automation in NetSuite for Biotech firms](https://charted.com/blog/robust-controls-and-purchasing-automation-in-netsuite-for-biotech-firms/) - Biotech finance teams gain control with NetSuite advanced purchasing. Orchestrate procurement, approvals, and vendor spend in one system.
- [Optimize NetSuite with Charted: A project overview, part one ](https://charted.com/blog/optimize-netsuite-with-charted-a-project-overview-part-one/) - Discover how Charted’s proven NetSuite optimization process helps finance teams unlock full ERP value with expert guidance and measurable ROI.
- [What's new with Charted: Introducing the new Charted look](https://charted.com/blog/whats-new-with-charted-introducing-the-new-charted-look/) - The new Charted interface is here: cleaner, more intuitive, and easier to navigate, while still remaining embedded inside NetSuite. Try it out today.
- [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/) - Outgrowing NetSuite Bill Capture? Charted Invoice Automation adds 3-way match, AI coding, approval automation, and accruals—all embedded inside NetSuite.
- [Best practices for PO matching in NetSuite](https://charted.com/blog/best-practices-for-po-matching-in-netsuite/) - PO matching in NetSuite pays dividends when done properly. Learn about the benefits and best practices of three-way matching.
- [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/) - The latest product update from Charted: new support for vendor credits, ACH onboarding is now opt-out (not opt-in), a new AI assistant and more. - Charted
- [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/) - Discover why “being inside” NetSuite matters. Learn how Charted NetSuite-native AP Automation simplifies payments, improves visibility, and reduces costs.
- [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/) - Learn what to expect, and how you can improve security and compliance with integrationless Charted AP Automation built for NetSuite.
- [A practical guide to using AI directions for invoice automation](https://charted.com/blog/a-practical-guide-to-using-ai-directions-for-invoice-automation/) - Learn how AI directions work in NetSuite AP automation, including how to configure custom field extraction rules for touchless 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/) - Outgrowing QuickBooks? Advice from the experts at Charted on how to navigate growth and avoid common QuickBooks pain points with NetSuite.
- [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/) - Discover how e-invoicing mandates in Mexico and Benelux are shaping the AP industry. Embedded finance with AP automation for NetSuite prepares you for globalization.
- [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/) - AI in finance is full of hype, but this post dives into what real AI in finance looks like for NetSuite users and why embedded finance is the key to AI success.
- [NetSuite Managed Services: How to maximize your ERP investment](https://charted.com/blog/netsuite-managed-services-how-to-maximize-your-erp-investment/) - Charted NetSuite managed services gives you a US-based consultant, providing proactive optimization and expert support, without the cost of an in-house team.
- [What languages are supported with Charted OCR Technology?](https://charted.com/blog/what-languages-are-supported-with-charted-ocr-technology/) - Charted Invoice AI supports multiple languages for invoice processing in NetSuite, reducing manual edits and ensuring accuracy across global AP teams.
- [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/) - NetSuite AP automation edge cases are common, but most NetSuite AP automation tools only handle clean invoices. Charted AI Directions handles everything.
- [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/) - Streamline NetSuite AP by reducing manual invoice touchpoints and errors.
- [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/) - Go beyond OCR. How AI directions using natural language transforms data capture in NetSuite, improves accuracy, and reduces manual intervention in AP workflows.
- [Four ways to cut AP costs in NetSuite in 2026](https://charted.com/blog/four-ways-to-cut-ap-costs-in-netsuite-in-2026/) - Cut AP costs in NetSuite in 2026. Explore four ways to remove manual touchpoints, streamline invoices and payments, and boost efficiency with native automation.
- [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/) - How NetSuite calculates consolidated exchange rates: average, current, and historical methods. See how each affects financial reporting accuracy.
- [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/) - Struggling to keep up with growth? With AP Automation, you can process invoices 75% faster, improve accuracy, and free your team for strategic work.
- [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/) - Scaling globally can be hard for small AP teams. AP Automation provides embedded intelligence directly in NetSuite, helping you scale without adding headcount.
- [Finding your path to success with NetSuite & AP automation](https://charted.com/blog/finding-your-path-to-success-with-netsuite-ap-automation/) - Charted and NetSuite AP automation helps teams cut costs, reduce manual work, and stay compliant. Chart your path to success with native AP automation.
- [Top 4 AI Use Cases for Finance in 2025](https://charted.com/blog/top-4-ai-use-cases-for-finance/) - AI is transforming finance. Explore 4 practical AI Use Cases for Finance in accounting, payments, and forecasting that drive efficiency in 2025.
- [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/) - Before AI can be successfully applied to AP workflows in NetSuite, apply this roadmap from Charted to digitize invoices, automate workflows and clean your data.
- [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/) - Find out how to customize NetSuite transaction documents using templates. Create custom forms, statuses, and types tailored to your processes.
- [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/) - Should you use scripts or workflows in NetSuite? See examples of actions scripts and workflows to understand where to apply them.
- [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/) - A look back at 2024 milestones and a preview of what’s next in 2025 for Charted (formerly SquareWorks) and our NetSuite customers.
- [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/) - Understand dynamic allocation schedules in NetSuite. Check strategies for expense allocation that improve accuracy and reduce manual effort.
- [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/) - NetSuite batch processing groups allocations into single runs. Find out when batches save time and when other allocation methods fit better.
- [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/) - Allocation schedules in NetSuite distribute costs fairly across departments. See how they support accurate reporting and cut manual adjustments.
- [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/) - Understand each rate type, where NetSuite sources exchange rates, and when to use historical vs current rates across subsidiaries and financial reports.
- [NetSuite multi-currency: A complete guide for global businesses](https://charted.com/blog/netsuite-multi-currency-a-complete-guide-for-global-businesses/) - How NetSuite multi-currency works: real-time FX conversion, consolidation, revaluation, and best practices for global finance teams.
- [Automating Expense Amortization in NetSuite with Invoice AI](https://charted.com/blog/automating-expense-amortization-in-netsuite-with-invoice-ai/) - Simplify expense amortization in NetSuite with Invoice AI technology. Automate allocations, extract dates, and cut manual AP tasks.
- [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/) - Charted product updates give AP teams more control over payment methods, clearer FX visibility for international transactions, and a fix for PO-backed bill auto-processing in NetSuite.
- [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/) - From vendor onboarding to approvals and settlement, see the flow end-to-end and the benefits—fewer touches, faster closes, clean audit trails.
- [NetSuite Purchase Order Approvals using Employees](https://charted.com/blog/netsuite-purchase-order-approvals-using-employees/) - How to configure NetSuite purchase order approval workflows. See how employee-based rules improve control for PO and sales order approvals.
- [NetSuite Purchase Order Approvals using Employee Hierarchy](https://charted.com/blog/netsuite-purchase-order-approvals-using-employee-hierarchy/) - Use employee hierarchy to manage NetSuite PO approvals. Streamline workflows for purchase orders and sales orders with structured rules.
- [NetSuite buyer’s guide: Biotech & life sciences companies](https://charted.com/blog/netsuite-buyers-guide-biotech-life-sciences-companies/) - 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.
- [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/) - Go deeper into CSV imports in NetSuite. Part 3 covers troubleshooting data errors and using automation to speed bulk uploads.
- [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/) - Avoid common CSV import errors in NetSuite. Use templates and automation to streamline data uploads and improve data accuracy in finance.
- [A guide to streamlining EFT payments in NetSuite](https://charted.com/blog/guide-to-streamlining-payments-in-netsuite/) - NetSuite EFT and payment automation reduce errors and speed settlements. Explore how electronic payments streamline finance operations.
- [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/) - Charted ranked #158 on the 2025 Deloitte Technology Fast 500™, achieving 517% growth driven by rising demand for native, AI-enabled AP automation in NetSuite.
- [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/) - Learn how to make the case for Charted AP automation. Get buy-in by demonstrating cost savings and risk reduction with solutions that live inside NetSuite.
- [NetSuite Approvals using an Approval Matrix](https://charted.com/blog/netsuite-approvals-using-an-approval-matrix/) - Use approval matrices for invoices, POs, and journals to support complex AP approval processes in your finance team.
- [Migrating open accounts receivable balances into NetSuite](https://charted.com/blog/migrating-open-ar-netsuite/) - Migrate open accounts receivable balances into NetSuite without errors. Follow a tested process that secures data and simplifies reconciliation.
- [Prepping for mergers and acquisitions within NetSuite](https://charted.com/blog/prepping-for-mergers-acquisitions-within-netsuite/) - Mergers and acquisitions demand data readiness. NetSuite supports M&A by streamlining due diligence, reporting, and financial integrations.
- [Making NetSuite financial segment values mandatory - risks and alternatives](https://charted.com/blog/making-netsuite-financial-segment-values-mandatory-risks-and-alternatives/) - Forcing fields in NetSuite can add control but also risk. See when to make custom segments mandatory and where flexible options work better.
- [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/) - Biotech firms rely on NetSuite for reporting. See which financial and security reports matter most and how SuiteAnalytics supports compliance.
- [Improve efficiency with NetSuite Electronic Bank Payments](https://charted.com/blog/improve-efficiency-with-netsuite-electronic-bank-payments/) - NetSuite electronic bank payments reduce errors and speed settlements. See how advanced EBPs streamline payments directly inside your ERP.
- [Take control of NetSuite’s Advanced PDF Templates](https://charted.com/blog/take-control-of-netsuites-advanced-pdf-templates/) - Advanced PDF templates in NetSuite put you in control. Customize invoices, POs, and statements with flexible designs for finance teams.
- [Three ways to combat payment fraud with AP automation](https://charted.com/blog/3-ways-to-combat-payment-fraud-with-ap-automation/) - Learn how Charted AP automation reduces fraud by validating vendors, enforcing approvals, and detecting invoice errors before payments go out.
- [How 3-Way Match simplifies your approval process](https://charted.com/blog/how-3-way-match-simplifies-your-approval-process/) - Streamline vendor bill approvals in NetSuite with the 3-Way Matching process from Charted. Automate variance checks, cut delays, and ensure compliance.
- [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/) - NetSuite’s advanced transaction emailing lets you send invoices and statements to multiple recipients. Streamline customer communication easily.
- [Optimize NetSuite with Charted: A project overview, part two](https://charted.com/blog/optimize-netsuite-with-charted-a-project-overview-part-two/) - Optimize NetSuite for accuracy, efficiency, and ROI. Learn how Charted guides teams from process analysis to execution to unlock smarter, streamlined workflows.
- [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/) - Expansion includes a local presence with a partner-led focus, bringing frictionless AP Automation to ERP users January 6, 2026 – Boston, MA – Charted, 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
- [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/) - Charted (formerly SquareWorks) secures a spot on Deloitte’s Fast 500 list as one of North America’s fastest-growing technology companies.
- [Charted named a finalist at the 2025 FinTech Awards](https://charted.com/blog/charted-named-a-finalist-at-the-2025-fintech-awards/) - Charted (formerly SquareWorks) honored as a finalist at the 2025 FinTech Awards, recognizing innovation in ERP-native AP automation and AI technology.
- [Charted announces the launch of Accrual Automation](https://charted.com/blog/charted-announces-the-launch-of-expense-accrual-automation/) - Charted (formerly SquareWorks) introduces expense accrual automation in NetSuite, giving finance teams faster close cycles and fewer manual entries.
- [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/) - Charted (formerly SquareWorks) named in the 2025 CRN Partner Program Guide, recognized as a trusted provider of ERP-native automation solutions.
- [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/) - Charted (formerly SquareWorks) recognized as 2024 Small Business of the Year, highlighting industry excellence and client impact in NetSuite.
- [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/) - Charted (formerly SquareWorks) introduces Invoice AI. AI scanning reduces manual work and accelerates invoice processing within NetSuite.
- [Touchless Invoice Processing redefines frictionless AP automation](https://charted.com/blog/touchless-invoice-processing-redefines-frictionless-ap-automation/) - Touchless Invoice Processing from Charted automatically creates bills for standardized invoices using AI-based automation to simplify manual work.
- [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/) - Charted (formerly SquareWorks) celebrates 800 customers and SOC 2 Type 2 certification, strengthening trust with NetSuite finance teams.
- [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/) - 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
- [NetSuite tips and tricks from the experts at Charted](https://charted.com/blog/netsuite-tips-and-tricks-from-the-experts-at-charted/) - Discover expert NetSuite tips and tricks from Charted consultants. Improve productivity, streamline workflows, and master ERP daily operations.
- [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/) - Speed up data management and troubleshooting. A curated set of Chrome extensions that make daily NetSuite work faster and easier.
- [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/) - How AP automation cuts costs, improves visibility, and delivers measurable savings for finance teams under pressure to do more with less.
- [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/) - Explore Charted’s latest AP automation updates—from touchless invoice processing and FX-ready payments to smarter accruals that accelerate month-end close.
- [Can't cut checks? Try ACH](https://charted.com/blog/cant-cut-checks-try-ach/) - Switching to ACH in NetSuite accelerates payments, reduces costs, and increases security. Replace paper checks with a faster digital workflow.
- [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/) - January updates to Charted AP Automation: smarter accruals, multi-currency approvals, 16 new countries, and enhanced touchless invoice processing in NetSuite.
- [Efficiency, security and speed: The new standard for vendor onboarding](https://charted.com/blog/efficiency-security-and-speed-the-new-standard-for-vendor-onboarding/) - Vendor onboarding is often a hidden bottleneck in the accounts payable (AP) process. Automating workflows to onboard new vendors can transform this administrative burden.
- [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/) - Charted (formerly SquareWorks) introduces AI-powered invoice processing in NetSuite—automation that eliminates manual data entry and errors.
- [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/) - OCR accuracy is more than a percentage. See how it's measured for invoice capture, what affects it, and how to improve recognition in AP workflows.
- [Optimize NetSuite licensing costs with the newest feature available](https://charted.com/blog/optimize-netsuite-licensing-costs-with-the-newest-feature-available/) - Optimize your NetSuite licenses with the Charted "View and Approve" tool. See how companies cut unnecessary spend, manage seats, and avoid cost creep.
- [Introduction to NetSuite Vendor Management and Vendor Portals](https://charted.com/blog/introduction-to-netsuite-vendor-management-and-vendor-portals/) - From onboarding to contracts, NetSuite vendor management centralizes supplier data. Learn how vendor portals simplify invoices and collaboration.
- [Five advantages of NetSuite-native AP automation solutions](https://charted.com/blog/5-advantages-of-netsuite-native-ap-automation-solutions/) - NetSuite-native AP automation helps in data integrity, reporting, user adoption and maintenance.
- [Successfully implementing NetSuite: A consultant’s perspective](https://charted.com/blog/successfully-implementing-netsuite-a-consultants-perspective/) - A consultant’s view on how to implement NetSuite successfully. Learn the essential steps, common pitfalls, and keys to long-term success.
- [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/) - Work inside your ERP, not around it. Embedded AP automation removes sync failures and duplicate data, strengthening compliance and simplifying audits.
- [Staying compliant with approval processes in NetSuite](https://charted.com/blog/staying-compliant-with-approval-processes-in-netsuite/) - Stay compliant in NetSuite. Use approval workflows, matrices, and audit trails to keep finance processes aligned with compliance requirements.
- [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/) - Embedded AP automation inside NetSuite reduces costs and simplifies workflows, avoiding the headaches of integration-heavy AP solutions.
- [Embracing our next chapter: Introducing Charted](https://charted.com/blog/embracing-our-next-chapter-introducing-charted/) - Embracing our next chapter: Introducing Charted For 10 years, SquareWorks has partnered with thousands of businesses to elevate the role of finance. Now, we’re Charted.
- [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/) - Avoid the most common NetSuite ERP evaluation mistakes before implementation begins. Learn how to align stakeholders, assess complexity, and plan for long-term success.
- [5 Keys to a Successful ERP Implementation](https://charted.com/blog/5-keys-to-a-successful-erp-implementation/) - A successful ERP implementation depends on strategy, change management, and execution. See the five keys to long-term ERP project success.
- [Mastering data migration for a seamless NetSuite implementation](https://charted.com/blog/mastering-data-migration-for-a-seamless-netsuite-implementation/) - Data migration makes or breaks an implementation. Discover NetSuite migration strategies, best practices, and processes that reduce risk.
- [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/) - Charted NetSuite managed services move finance teams from a reactive support to proactive ERP optimization. Stop managing NetSuite — start using it.
- [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/) - Build the case for AP automation in NetSuite. Reduce manual touches, cut costs, and improve efficiency across the entire accounts payable flow.
- [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/) - Charted (formerly SquareWorks) recognized by CIOReview as one of the most promising NetSuite solution providers, highlighting AP automation leadership.
- [Discovering the right NetSuite implementation partner: The importance of industry expertise](https://charted.com/blog/netsuite-implementation-partner-importance-of-industry-expertise/) - Choosing a NetSuite partner? Learn what to look for in industry expertise, implementation skills, and long-term consulting support.
- [Automation’s role in combating the accounting talent shortage](https://charted.com/blog/automations-role-in-combating-the-accounting-talent-shortage/) - Discover how automation helps tackle the accounting talent shortage by streamlining tasks and boosting team efficiency.
- [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/) - Still on QuickBooks? See five warning signs it’s time to migrate. Learn when NetSuite is the better choice for scaling, control, and efficiency.
- [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/) - Integration-heavy AP tools drive costs up. See how embedded AP automation lowers total cost of ownership while strengthening AP efficiency.
- [Boosting business efficiency: Unlock AP automation with Charted and NetSuite](https://charted.com/blog/boosting-business-efficiency-unlock-ap-automation-with-charted-and-netsuite/) - Boost AP efficiency with Charted (formerly SquareWorks) AP automation. Unlock ROI with NetSuite-native features that cut costs and speed approvals.
- [The hidden costs of manual accruals: How automation delivers ROI ](https://charted.com/blog/the-hidden-costs-of-manual-accruals-how-automation-delivers-roi/) - Manual accruals slow finance and invite errors. See how accrual accounting automation improves accuracy, speeds close, and delivers ROI.
- [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/) - Stay ahead with AP automation trends. From AI to real-time payments, see what’s reshaping payment automation and finance operations.
- [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/) - Strengthen NetSuite financial security. Explore controls and tools that minimize risks, improve compliance, and protect operational finance data.
- [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/) - 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
- [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/) - NetSuite challenges often include setup complexity, low user adoption, and bad data. Learn how these issues limit system potential and how to overcome them.
- [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/) - AP and AR run smoother with AI. Explore intelligent automation for AP/AR, from faster invoice processing to smarter cash flow visibility with Charted.
- [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/) - International Payments is now live for Payment Automation, transforming NetSuite into a global payment platform.
- [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/) - Discover how Charted advanced NetSuite AP automation in 2025 through new products, global payments, AI-driven invoice processing, key partnerships, and customer success.
- [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/) - Learn how to use SuiteAnalytics Workbook in NetSuite. See examples that improve reporting, build insight, and help finance teams act faster.
- [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/) - Check out the enhanced functionalities of Charted Automate, designed to improve invoice processing and international payment in NetSuite.
- [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/) - A practical framework for AP managers to reduce manual work and boost efficiency.
- [What's new with Charted: A product recap for 2025](https://charted.com/blog/whats-new-with-charted-a-product-recap-for-2025/) - Discover how Charted transformed NetSuite AP automation in 2025: touchless processing, international payments, and smarter accruals that eliminate manual work.
- [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/) - Charted (formerly SquareWorks) adds international payments to NetSuite. Eliminate manual labor and data errors with a native automation solution.
- [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/) - Charted Invoice AI processing in NetSuite uses AI to cut manual work, boost accuracy, and give AP teams faster, more reliable processing.
- [NetSuite: Making intercompany transactions easy](https://charted.com/blog/netsuite-making-intercompany-transactions-easy/) - By leveraging the following key NetSuite features, organizations can significantly reduce manual effort and improve accuracy across intercompany transactions.
- [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/) - Intercompany Transactions in NetSuite causing issues for your month-end? Here are tips from our latest webinar, and a link to the on-demand webinar.
- [Maximizing the power of NetSuite's saved searches & automated emails](https://charted.com/blog/understanding-the-power-of-netsuites-saved-searches-automated-emails/) - See the difference between reports and saved searches in NetSuite. Learn to create saved searches and set up automated email alerts.
- [How to choose a check printer when using NetSuite](https://charted.com/blog/how-to-choose-a-check-printer-when-using-netsuite/) - Choosing a check printer for NetSuite is easier with Charted’s guidance. Compare options, avoid common pitfalls, and ensure secure check runs.
- [Navigating the digital shift with Charted Check Printing for NetSuite](https://charted.com/blog/navigating-the-digital-shift-with-charted-check-printing-for-netsuite/) - Charted (formerly SquareWorks) delivers a check printing bundle for NetSuite—minimizing fraud risk and eliminating costly pre-printed check stock.
- [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/) - Accrual Automation in NetSuite does more than ensure compliance. It redefines AP’s role—freeing teams from manual entries and delays.
- [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/) - Charted (formerly SquareWorks) improves AP automation with stronger payment controls, invoice assignment, and streamlined NetSuite processing.
- [Is vendor onboarding in NetSuite the secret to stronger security?](https://charted.com/blog/is-vendor-onboarding-in-netsuite-the-secret-to-stronger-security/) - Secure NetSuite AP automation starts with vendor onboarding. Learn how automation reduces fraud risk and protects vendor data from email-based attacks.
- [Strategies to prevent AP payment fraud in a digital world ](https://charted.com/blog/strategies-to-prevent-ap-payment-fraud-in-a-digital-world/) - AP fraud is rising in digital payments. See strategies to prevent AP payment and expense fraud and protect accounts payable workflows.
- [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/) - E-invoicing mandates are expanding across Europe. Learn how structured invoicing works, the challenges finance teams face, and how to prepare for compliance.
- [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/) - Learn about how to stay ahead of e-invoicing mandates across Europe, and how AP and finance leaders can prepare with strategic planning.
- [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/) - Inc. 5000 names Charted among the fastest-growing private businesses in the US in 2025, highlighting the company's innovation in AP automation.
- [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/) - 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, giving you complete flexibility to handle accruals according
- [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/) - Explore the latest updates to Charted Automate, with enhanced workflows for financial operations in NetSuite and expanded AI controls.
- [SquareWorks is now Charted: Important product updates](https://charted.com/blog/squareworks-is-now-charted-important-product-updates/) - SquareWorks is now Charted AP Automation. Our NetSuite-native platform delivers end-to-end AP automation that is seamless, secure, and integration-free.
- [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/) - Charted recently implemented NetSuite SuiteBilling, realizing automated proration, revenue recognition, and subscription billing fully inside NetSuite.
- [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/) - Learn how AI directions are transforming invoice processing in NetSuite. Discover what changes for finance teams as automation reshapes workflows.
- [Charted CEO accepted into Forbes Boston Business Council](https://charted.com/blog/charted-ceo-accepted-into-forbes-boston-business-council/) - Charted’s managing director joins the Forbes Boston Business Council, bringing NetSuite expertise and financial automation leadership to the forum.
- [NetSuite troubleshooting 101: Chart of accounts, dropdown lists, and more](https://charted.com/blog/netsuite-troubleshooting-101-chart-of-accounts-dropdown-lists-and-more/) - Optimize NetSuite with simple tips to clean your Chart of Accounts, speed up dropdown searches, and fix common issues faster.
- [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/) - Discover what’s new with Charted — from our rebrand launch to touchless invoice processing and expanded global AP automation capabilities in NetSuite.
- [Can you detect a fraud attempt? ](https://charted.com/blog/can-you-detect-the-fraud-attempt-take-our-quiz/) - Test your fraud detection skills with real-world AP scenarios. Spot red flags, prevent invoice fraud, and see how stronger controls stop losses.
- [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/) - Part 4 of the CSV import series explores templates and automation. Improve data accuracy and simplify NetSuite uploads with repeatable processes.
- [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/) - CSV imports don’t have to be painful. This NetSuite guide covers templates, errors, and automation tips to improve bulk data uploads. (Part 1)
- [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/) - Charted (formerly SquareWorks) AP automation adds a smarter dashboard portlet and faster invoice processing—making NetSuite AP work smoother.
- [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/) - Charted (formerly SquareWorks) guides you with NetSuite post-implementation support, keeping your ERP stable, secure, and effective.
- [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/) - Planning an implementation? Learn how to structure internal roles, align with consultants, and prepare your team for a smooth NetSuite rollout.
- [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/) - Exception ratio, duplicate payments rate, invoices paid on time, and more. Track these metrics to show where AP automation pays off.
- [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/) - Break the finance burnout cycle. Find out how AP automation frees teams from manual tasks to focus on strategy, insights, and growth.
- [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/) - Learn to use merchandise hierarchy in NetSuite. Organize items logically to simplify reporting, pricing, and inventory management.
- [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/) - Fixed allocations apply percentages the same way every period. Learn where fixed schedules in NetSuite simplify expense allocation.
- [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/) - Business finance requires discipline. Explore lessons from the Marine Corps that apply to managing processes, priorities, and financial control.
- [Charted Recognized by NetSuite as Summer 2024 Alliance Partner Spotlight Award Winner](https://charted.com/blog/summer-2024-alliance-partner-spotlight-award-winner/) - Charted (formerly SquareWorks) wins the 2024 NetSuite Alliance Partner Spotlight Award for innovation in financial automation and ERP-native tools.
- [Document Management in NetSuite: Which option is right for you?](https://charted.com/blog/document-management-in-netsuite-which-option-is-right-for-you/) - Compare document management options for NetSuite. Evaluate features, benefits, and best fits for finance teams managing critical files.
- [Introducing Charted Approval Workflow Automation Bundle for NetSuite](https://charted.com/blog/introducing-charted-approval-workflow-automation-bundle-for-netsuite/) - Charted (formerly SquareWorks) introduces an approval workflow automation bundle for NetSuite, designed to simplify and secure AP approvals.

## Pages

- [Home](https://charted.com/) - Embedded AP automation, powered by AI, built for NetSuite. Charted delivers fast, secure, and native AP workflows backed by expert NetSuite services.
- [Invoice Automation](https://charted.com/ap-automation-suite/invoice-processing-automation/) - Automate invoice capture, approval, and entry in NetSuite with Charted. Cut manual work and speed up AP processing!
- [Invoice AI](https://charted.com/ap-automation-suite/ai-enabled-ocr-and-invoice-scanning/) - Leverage AI-powered OCR to extract and automate invoice data in NetSuite — no manual entry required. Process invoices with 95%+ accuracy with Charted's Invoice AI.
- [Accounts Payable Overview](https://charted.com/ap-automation-suite/) - The only AP automation suite built entirely inside NetSuite. Invoice AI, payments, approvals, vendor onboarding, and 3-way match. No integrations required.
- [Vendor Onboarding](https://charted.com/ap-automation-suite/advanced-vendor-onboarding/) - Speed up vendor onboarding in NetSuite with secure, automated workflows and built-in compliance tools. No portals, no passwords, no integrations.
- [Awards & Recognition](https://charted.com/awards-recognition/) - Charted is a renowned AP Automation suite for Netsuite. Find out more about our awards and recognitions.
- [Biotech & Life Sciences](https://charted.com/ap-automation-suite/biotech-life-sciences/) - Charted AP Automation solutions are embedded directly inside NetSuite with AI-enabled automation using financial data your team can trust.
- [Software & Technology](https://charted.com/ap-automation-suite/software-technology/) - Charted AI-powered AP automation scales and streamlines AP for fast-growing software and tech companies, staying embedded within NetSuite.
- [Manufacturing](https://charted.com/ap-automation-suite/manufacturing/) - Charted AP Automation cuts invoice costs and approval time for complex manufacturing and distribution companies using NetSuite.
- [Charted vs. Tipalti](https://charted.com/charted-vs-tipalti/) - Compare Charted and Tipalti for NetSuite AP automation. Charted runs entirely inside NetSuite. Tipalti is an external platform synced back.
- [Charted vs. Ramp](https://charted.com/charted-vs-ramp/) - Compare Charted and Ramp for NetSuite AP automation. Charted runs entirely inside NetSuite. Ramp requires a separate platform synced back.
- [Charted vs. BILL](https://charted.com/charted-vs-bill/) - Compare Charted and BILL for NetSuite AP automation. Charted keeps your data inside NetSuite. No external systems, no data duplication, no lock-in.
- [Approval Automation](https://charted.com/ap-automation-suite/approval-automation/) - Streamline invoice approvals in NetSuite with Charted: Custom workflows, real-time alerts, and full audit trails. No additional licenses required!
- [Accrual Automation](https://charted.com/ap-automation-suite/expense-accrual-automation/) - Automate expense accruals in NetSuite to accelerate the close, improve financial accuracy, and gain real-time visibility into your books.
- [Manufacturing](https://charted.com/services/manufacturing/) - Charted brings deep expertise in NetSuite Services for manufacturing, delivering agile, ready to scale, ecosystems built to handle endless moving parts.
- [Software & Technology](https://charted.com/services/software-and-technology-businesses/) - Charted NetSuite Services for software & tech set up your organization to streamline financial operations, automate processes, and scale efficiently.
- [Biotech & Life Sciences](https://charted.com/services/biotech-and-life-sciences/) - Streamline operations and accelerate growth with a NetSuite ecosystem designed with the unique needs of biotech and life sciences in mind.
- [Get Started - Thank You](https://charted.com/get-started-thank-you/) - 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
- [Get Started](https://charted.com/get-started/) - Request a demo of Charted AP automation, built inside NetSuite. See bill capture, approvals, vendor onboarding, payments, and AI workflows running in your environment.
- [NetSuite Intercompany Optimization Offering ](https://charted.com/services/netsuite-intercompany-optimization-offering/) - Upgrade your NetSuite setup to handle multiple subsidiaries, currencies, and transaction types with Charted Intercompany Optimization assessment.
- [Netgain Services](https://charted.com/services/netgain-services/) - Charted is a certified implementation partner for Netgain - offering their full suite of accounting automation products, all natively built for NetSuite.
- [Check Printing](https://charted.com/ap-automation-suite/advanced-check-printing/) - Automate NetSuite check printing with Charted, whether outsourcing checks entirely or printing in-house. Secure check runs and seamless payment integration.
- [NetSuite Managed Services](https://charted.com/services/netsuite-managed-services/) - Get expert help with NetSuite using Charted Managed Services. Our NetSuite experts keep your system running smoothly.
- [International Payments](https://charted.com/ap-automation-suite/international-payments/) - Send global AP payments from NetSuite with Charted: Support for FX, compliance, and local vendors. Pay global vendors across 160+ currencies.
- [Payment Automation](https://charted.com/ap-automation-suite/payment-automation/) - Simplify B2B payments in NetSuite with Charted's payment automation software: Secure, automated ACH, wires, and checks, all in one place.
- [Terms & Conditions](https://charted.com/terms-conditions/) - Terms and Conditions Last Updated April 16, 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
- [Learn about our partners](https://charted.com/learn-about-our-partners/) - 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 ensures AP automation integrates smoothly into your broader finance operations. Connect with a Partner Partnership success Why
- [NetSuite Implementations](https://charted.com/services/netsuite-implementations/) - Launch NetSuite right the first time. Expert-led implementations tailored to your finance operations, with hands-on guidance from kickoff to go-live.
- [NetSuite Procure-to-Pay](https://charted.com/services/netsuite-procure-to-pay/) - 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
- [Sub-Processor List](https://charted.com/sub-processor-list/) - Sub-Processor List Last revised and effective as of: March 30, 2026
- [Services Overview](https://charted.com/services/) - Charted is offering professional, technical, and managed NetSuite services, we have the expertise to handle all of your NetSuite needs
- [ACH Payments](https://charted.com/ap-automation-suite/ach-payments/) - Automate AP and ACH payments with ease. Charted simplifies approvals, payouts, and reconciliation. Get started now!
- [NetSuite Optimizations](https://charted.com/services/netsuite-optimizations/) - Get more from your NetSuite investment. Optimize your NetSuite instance with Charted: Streamline workflows, reports, and financial processes.
- [NetSuite Admin](https://charted.com/ap-automation-suite/netsuite-admin/) - Simplify AP integration and configuration in NetSuite with Charted — designed for easy setup and admin control. Zero integration overhead, maximum value!
- [Controllers](https://charted.com/ap-automation-suite/controllers/) - Empower controllers with real-time AP visibility, automation, and faster financial close in NetSuite.
- [CIO](https://charted.com/ap-automation-suite/cio/) - CIOs are able to ensure security, scalability, and efficiency with Charted’s AP automation platform for NetSuite. No further integration needed!
- [CFO](https://charted.com/ap-automation-suite/cfo/) - Drive AP efficiency and cash flow visibility with Charted: Purpose-built AP automation for NetSuite CFOs. Reduce processing costs by up to 60–80%!
- [AP Professional](https://charted.com/ap-automation-suite/ap-professional/) - Help AP teams work smarter with Charted: Automate approvals, payments, and reconciliation in NetSuite. Streamline your entire AP workflow
- [Partner Lead Registration](https://charted.com/partners-register-your-lead/) - 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/) - The Partner Accord program at Charted enables NetSuite ecosystem partners to refer leads and implement our AP Automation Suite.
- [Privacy Policy](https://charted.com/privacy-policy/) - 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 and any subdomains thereof (the “Site”) and the services, features, and information available on the Site and/or
- [Our Company](https://charted.com/our-company/) - Charted is the NetSuite-native AP automation partner for finance teams. Get clarity on every vendor, invoice, approval, and payment, all inside NetSuite.
- [Cookie Policy](https://charted.com/cookie-policy/) - 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, https://charted.com/ (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
- [Customer Support](https://charted.com/netsuite-support/) - Customer Support How can we help? Access Resources Explore Features Contact Support Contact Support Complete the form, or get in touch with us via phone or email Phone: 1-800-779-6285 Fill out your details
- [Charted Payment Feature Terms](https://charted.com/paymentterms/) - Read the terms & conditions for Charted's automate payment feature.
- [Pricing](https://charted.com/pricing/) - Explore Charted’s pricing plans - flexible AP automation solutions tailored to your NetSuite needs.
- [Data Processing Agreement](https://charted.com/data-processing-agreement/) - 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
- [Real-Time 3-Way Match](https://charted.com/ap-automation-suite/real-time-3-way-match/) - Charted Real-Time 3-Way Match provides the most advanced validation engine built for NetSuite.
- [Document Management](https://charted.com/ap-automation-suite/advanced-document-management/) - Centralize AP documents in NetSuite with an advanced AP document management system for Charted. Track invoices, receipts, and approvals with ease.
- [Social Impact](https://charted.com/social-impact/) - 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.
- [Resource Center](https://charted.com/resources/)
- [Case Studies](https://charted.com/case-studies/)

## Quizzes & Surveys

- [Can you detect the fraud attempt?](https://charted.com/blog/qsm_quiz/can-you-detect-the-fraud-attempt/)

## 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/) - This guide from Charted covers the core transaction lifecycle in NetSuite's standard and manufacturing modules.
- [Five advantages of NetSuite-native AP Automation solutions](https://lp.charted.com/whitepaper-5-advantages-of-netsuite-native-ap-automation-solutions) - 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) - 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) - 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
- [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) - 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,

## 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/) - 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
- [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/) - NetSuite-native support for both traditional and e-invoicing formats, ensuring your team can adapt to regulatory changes without disrupting existing workflows.
- [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/) - It can be hard to know where to start with Invoice AI Directions: 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:
- [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/) - European AP teams can reduce manual entry, standardize approval controls across entities and currencies, and track payment status, without switching tools.
- [Top four financial automation trends to watch in 2025](https://lp.charted.com/top-4-financial-automation-trends-to-watch-in-2025?target=blank) - 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) - 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)
- [Business case for AP automation](https://lp.charted.com/ebook-download-business-case-for-ap-automation) - 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
- [Modernizing accounts payable in NetSuite: From automation to intelligence](https://lp.charted.com/complete-guide-to-ap-automation-ebook)
- [The touchless future of AP in NetSuite](https://lp.charted.com/the-touchless-future-of-ap-in-netsuite-ebook)
- [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) - 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.

## Case Studies

- [Uplight](https://charted.com/case-study/uplight/) - With Charted, Uplight, a SaaS company for utilities, automated approvals, vendor onboarding, and invoice automation, saving hours every month.
- [Matter Surfaces](https://charted.com/case-study/matter-surfaces/) - Matter Surfaces implemented NetSuite with confidence thanks to Charted, and saw results immediately: maximized ROI, minimized disruption, and new insights.
- [Ultivue](https://charted.com/case-study/ultivue/) - How Ultivue eliminated paper invoices and automated vendor approvals with Charted Invoice AI in NetSuite, prepping for a pharma commercial launch.
- [Emburse](https://charted.com/case-study/emburse/) - How Emburse optimized Netsuite with SuiteBilling to automate subscription-based billing across its entire portfolio of spend management products.
- [Petauri](https://charted.com/case-study/petauri/) - Petauri, a global pharmaceutical commercialization services platform, saves hours each week through accounts payable efficiency gains powered by Charted.
- [Carbonite](https://charted.com/case-study/carbonite/) - Through extensive planning and thoughtful execution, Charted helped Carbonite rebuild their NetSuite environment. A multi-pronged approach to data migration and implementation ensured a seamless transition.
- [Keplr Vision](https://charted.com/case-study/keplr-vision/) - Keplr Vision eliminated vendor setup bottlenecks with Charted Advanced Vendor Onboarding automation.
- [InterVest Capital Partners](https://charted.com/case-study/intervest-capital-partners/) - InterVest Capital Partners, a global investment firm, significantly reduced its check processing time with Charted Check Printing for NetSuite.
- [JES Holdings](https://charted.com/case-study/jes-holdings/) - JES Holdings transformed their check processing workflow with Charted AP Automation for NetSuite.
- [Transition Bio](https://charted.com/case-study/transition-bio/) - Transition Bio partners with NetSuite and Charted to seamlessly connect global subsidiaries, optimizing accounts payable processes for enhanced efficiency with faster vendor invoice processing times and automated approval workflows.
- [Orchard Therapeutics](https://charted.com/case-study/orchard-therapeutics/) - Orchard Therapeutics sought a knowledgeable partner to guide them through an active NetSuite implementation as swiftly and as seamlessly as possible.
- [Abcuro](https://charted.com/case-study/abcuro/) - 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.
- [Spero Therapeutics](https://charted.com/case-study/spero-therapeutics/) - Spero Therapeutics uses Charted Premium Support to take the place of a NetSuite administrator, gaining more value out of NetSuite and staying ahead of upgrades.
- [ExED](https://charted.com/case-study/exed/) - ExED transformed its charter school financial operations, including 100,000 annual invoices, by leveraging Charted AP Automation to create standardized, efficient AP workflows in NetSuite.
- [Syndigo](https://charted.com/case-study/syndigo/) - Syndigo solved their M&A integration process for NetSuite with Charted NetSuite Services.
- [Service Compression](https://charted.com/case-study/service-compression/) - Charted partnered with Service Compression, a rental compression company, to provide NetSuite support, resulting in significant efficiency gains and growth.
- [MineralTree](https://charted.com/case-study/mineraltree/) - Charted developed a comprehensive NetSuite implementation plan to overhaul MineralTree’s billing and revenue recognition process, supporting their growth ambitions.
- [BlueWave Solar](https://charted.com/case-study/bluewave-solar/) - By understanding needs and pain points early on, Charted worked with BlueWave Solar to implement a scalable ERP system that vastly improved efficiency and customer experience.
- [Waterford Institute](https://charted.com/case-study/waterford-institute/) - Charted guided the Waterford Institute through their NetSuite implementation ensuring the right features were enabled to gain full benefit from their ERP system
- [Wellframe](https://charted.com/case-study/wellframe/) - Wellframe, Inc. needed approval workflows that could scale without forcing them to buy expensive NetSuite licenses for every stakeholder.
- [east west partners](https://charted.com/case-study/east-west-partners/) - Real estate development firm East West Partners reduced invoice processing times by 70% and streamlined their check printing process with Charted
- [Neurotech Pharmaceuticals](https://charted.com/case-study/neurotech/) - Growing pharmaceutical company, Neurotech Pharmaceuticals, prepares for their big commercial launch with NetSuite and Charted.
- [Affinia Therapeutics](https://charted.com/case-study/affinia-therapeutics/) - Affinia Therapeutics achieved an 80% boost in efficiency with Charted by automating everything from bill capture to payment processing.
- [IpA](https://charted.com/case-study/ipa/) - IpA collaborated with Charted to implement its financial automation platform, resulting in faster invoice processing, greater approver visibility, and stronger vendor relationships.
- [Superior Environmental Solutions](https://charted.com/case-study/superior-environmental-solutions/) - After outgrowing NetSuite’s native storage solution, Superior Environmental Solutions partnered with Charted Consulting to implement the Advanced Attachments solution, achieving key efficiency gains.
- [Prime Group Holdings](https://charted.com/case-study/prime-group-holdings/) - 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

## Categories

- [Uncategorized](https://charted.com/blog/category/uncategorized/)