Advanced Vendor Onboarding
Friction-free vendor setup for NetSuite
Automated vendor onboarding that eliminates setup delays. Streamline vendor setup with custom forms 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.
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
Automated vendor activation in three simple steps
Request: 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. No external systems, no data exports, just seamless workflow initiation where your data already lives.
Collect: 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.
Active: Automated approval and immediate payment readiness.
Vendor responses populate NetSuite records instantly. Route through configurable approval workflows where approvers don’t need NetSuite access. Once approved, vendors are payment-ready across all methods.
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.
Payment method collection for every scenario
Seamlessly capture vendor payment details including ACH, check, and country-specific 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.
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. 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.
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.
Customer success story
Keplr Vision eliminated vendor setup bottlenecks with Charted Advanced Vendor Onboarding automation.
“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.
Automated vendor onboarding transforms finance operations across your organization
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.
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.
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.
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.
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.
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 by up to 80% without compromising accuracy or compliance.
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.
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, ensuring only authorized personnel can access vendor information based on 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.
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.