charted.com

What It Is

Charted (formerly SquareWorks Consulting) positions itself as a NetSuite-native AP Automation provider, while also offering NetSuite implementation, optimization, and managed services. Its core value proposition is to keep accounts payable workflows directly inside NetSuite, reducing external connectors, system switching, and integration maintenance. It is aimed at finance and IT teams that already use NetSuite or are preparing to implement it.

Core Features and Integrations

The product covers the full AP lifecycle: Invoice AI/OCR invoice capture, vendor onboarding, approval workflows, ACH payments, international payments, check printing, three-way matching, document management, and accrual automation. The site emphasizes that its AI can adapt to vendor formats and coding logic, with a claimed invoice processing accuracy of 95%+, and support for multi-entity, multi-currency, and cross-border workflows. For collaboration, approvals can be completed inside NetSuite, or approved/rejected via email. Exception routing, configurable tolerances, audit trails, and real-time visibility help with risk control.

Pricing and Deployment

Public materials do not disclose plans, pricing, billing metrics, or free trial information. Sales engagement is mainly driven through “Request a Demo” and “Get Started” calls to action. On deployment, Charted emphasizes that it is natively built on NetSuite and is a NetSuite-only Alliance and SDN Partner. As a result, it looks more like a SuiteApp/services bundle within the NetSuite ecosystem than a general-purpose standalone AP SaaS product. Check printing mentions the option of on-premise or outsourced delivery, but overall self-hosting capabilities are not clearly stated.

Pros and Cons

The main advantages are its deep integration with NetSuite’s data model and workflows, which can reduce connector failures and maintenance; broad functional coverage from invoices, approvals, and payments to month-end close and audits; and a team with experience in NetSuite implementation, optimization, data migration, custom development, and third-party integrations. The drawbacks are also clear: it is highly dependent on NetSuite and is not suitable for SAP, Oracle Fusion, Yonyou, Kingdee, or other non-NetSuite environments; pricing transparency is limited; and security/compliance certifications, data residency, SLA terms, and support for local Chinese banking and tax invoice requirements are not disclosed.

Best Fit and Access from China

Charted is best suited for mid-sized to large NetSuite customers, especially CFOs, Controllers, AP teams, CIOs, and NetSuite Admins at companies that need complex approvals, multi-entity and multi-currency operations, international payments, M&A integration, or faster month-end close. Access from China cannot be determined from the available content and should be considered unknown. If used by China-based teams, key items to verify include website and NetSuite access stability, USD/international payments, contracting entity, cross-border data transfer, RMB payments, and compliance with local e-invoicing requirements. Comparable options include Tipalti, Bill.com, Stampli, AvidXchange, Coupa, as well as financial automation solutions from Yonyou and Kingdee in the Chinese market.