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New name, same team: SquareWorks Consulting is now Charted! Learn more

Invest in automation
that pays off

Essentials

For midsize businesses needing
advanced workflows


  • Invoice AI (OCR & Invoice Scanning)
  • Payment Automation
  • Vendor Payment Onboarding
  • Document Management
  • Approval Automation – Vendor Bills & Payments
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

Compare features

Essentials
Complete
Invoice Automation
Al-Enabled OCR and Invoice Scanning
short description of this feature.
Invoice Processing (Drag & Drop, Email Inbox)
Multi-Currency & Multi-Language Support
Custom Field Extraction
Al Directions (Natural Language Rules)
Line-Level Purchase Order Matching
Tolerance Configuration (Subsidiary/Vendor/Item)
Real-Time Variance Reporting
Accrual Automation
Automated Accrual Estimates
Vendor Spend Analysis
Real-Time Accruals Worksheet
One-Click Journal Entry Creation
Payment Automation
Automated ACH Payments (Bring Your Own Bank)
Automated Bank Detail Collection
Payment Release Controls
Outsourced Check Payments
On-Premise Check Printing
International ACH (IACH)
International Wire Transfers
Multi-Currency FX Payments
Charted Platform
AP Status Dashboard
AP Dashboard Portlet
Secure Payment Data Capture
Customizable Vendor Onboarding Forms (Additional Fields & Attachments)
One-Click Vendor Update Requests
Branding of Onboarding Forms
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
Drag and Drop Attachments
Document Preview and Split-Screen View
Optional AWS Integration for Document Storage
Require Attachments on Records
Technical Support with Same-Day Email Response
Dedicated Customer Success Manager
Flexible Implementation & Ongoing Configuration Support

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.

Our 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.

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.

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.

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.

Our 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.

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.

Yes, our 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.