SquareWorks

Solution: The partner implemented NetSuite alongside its own accounts payable automation suite, adding OCR invoice capture, three-way match, email approvals and stronger purchase order handling.

Results: Abcuro reports a paperless accounts payable process, wider purchase order coverage, and cost tracked at four levels rather than two, which supports research and development accruals.

“The team truly listened to our business needs while designing how we would utilize NetSuite.”

Solution: The firm moved from Microsoft Dynamics SL to NetSuite in March 2024 and added Charted's OCR-based invoice automation and check printing with digital signature approval via email.

Results: Manual scanning and physical signatures were eliminated, check formats were replicated across entities, and remote approvals became possible; the accounting manager reports a 70 percent reduction in invoice processing time.

“With Charted OCR technology, I've saved 70% of my time processing invoices compared to our legacy software.”

Solution: The partner ran a SuiteSuccess-based NetSuite implementation covering core finance and order management, and built a custom loan management capability inside NetSuite.

Results: The company reports spreadsheet loan tracking retired, automated loan calculations, and more than 30 subsidiaries reporting onto a single balance sheet, with consolidations completing in seconds.

“Charted helped us envision what the ultimate project would look like and how everything would come together.”

Solution: The company moved to NetSuite as its core ERP and deployed Charted's approval and payment automation inside the platform, with email-based approvals so district managers and regional vice presidents can approve without logging in.

Results: Errors from data transfers between systems were sharply reduced, hours previously spent researching discrepancies were recovered, and the approval workflow was consolidated into a single platform as the firm acquired 80 new properties in 2024.

“I think the biggest positive with using Charted is that it sits right in NetSuite, and it doesn't feel like a separate system.”

Solution: The partner provided project management, data migration oversight, accounts payable setup, testing coordination and go-live support for a NetSuite implementation with custom reporting.

Results: The company reports going live in four weeks, moving accounts payable in-house, and gaining real-time financial and operational reporting for post-IPO audit requirements.

“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.”

Solution: The partner deployed its Advanced Attachments application for NetSuite, adding external file storage, drag-and-drop attachment and rules that make attachments mandatory on chosen records.

Results: The company reports hours of file management removed, wider team adoption, and attachments consistently present on records rather than searched for later.

“The solution has been so easy for the team to adopt and helps us to make sure we have attachments everywhere.”