Approval Automation
Flexible approval workflows that scale beyond NetSuite licenses
Build sophisticated approval workflows that work with any NetSuite record, no additional licenses required. Charted Approval Automation empowers every stakeholder to participate in financial decisions from anywhere while maintaining complete control and compliance inside NetSuite.
By the numbers
Approval automation transforms finance operations
- $7,500+ Average savings on NetSuite licenses
- 75% Faster approval cycles
- 100% Audit trail compliance within NetSuite
Smart approval routing that adapts to your workflow
Configure
Approval matrices that make sense.
Create complex approval workflows in minutes without scripting or IT involvement. Route by amount, department, class, subsidiary, or any field combination. Configure approvals for vendor bills, payment batches, purchase orders, accrual journal entries, or any NetSuite transaction. The system adapts to your business logic, not the other way around.
Route
Approve wherever you are, while the data stays where it is.
Approvers get full context via secure email including invoice details, attachments, and approval history. Approve or reject any transaction—from vendor bills and purchase orders to payment batches and journal entries—from any device while maintaining complete audit trails inside NetSuite, where they belong.
Scale
Enterprise controls that adapt to growth.
Expand approval hierarchies, modify routing rules, and handle complex exceptions while maintaining bulletproof audit trails. Every workflow change is tracked, every approval decision is logged, and compliance documentation scales automatically with your business requirements. Built to evolve with your business, not constrain it.
What’s included
End-to-end approval automation, without the back-and-forth
Universal approval workflows for any NetSuite record.
Charted handles any transaction type including vendor bills, purchase orders, payment batches, vendor records, accrual journal entries, purchase requisitions, and more. Purpose-built routing connects seamlessly across your entire financial automation suite, from invoice processing to payment execution.
Email approvals that eliminate licensing headaches
Stop paying thousands in annual NetSuite licensing costs for each occasional approver. Secure email workflows enable proper stakeholder involvement without NetSuite access requirements. More control, better segregation of duties, lower total cost of ownership.
Confident controls with complete audit visibility
Strengthen financial controls with comprehensive approval history, automated segregation of duties, and real-time compliance tracking. Every approval decision creates detailed audit trails within NetSuite records, including timestamps, approver actions, comments, and delegation activities. Audit-ready without anxiety, compliance without compromise.
Customer success story
Wellframe, Inc. needed approval workflows that could scale without forcing them to buy expensive NetSuite licenses for every stakeholder.
“The fact that we’re able to have them communicate within NetSuite through these email approvals regardless of if they have access to NetSuite – and still be able to have visibility into NetSuite – has been huge.”
— Ashley Rowe, Finance and Accounting Manager, Wellframe, Inc
Approval automation delivers value where it matters most
From strategic cost control to daily operational efficiency, our solution empowers every role while eliminating the friction that slows finance down.
CFO
Transform approval bottlenecks into competitive advantages. Save up to $7,500+ annually on approver licenses while enabling broader stakeholder participation in financial decisions. Approval automation turns cost centers into strategic enablers with better controls, faster decisions, and predictable costs.
Controller
Maintain solid audit trails while accelerating approval cycles by 75%. Every decision is tracked in real-time within NetSuite, removing external systems and eradicating reconciliation headaches. From vendor onboarding to payment authorization to month-end accruals, financial teams are audit-ready without the anxiety.
AP Professional
Stop chasing approvals and start building strategic relationships. Automated routing and intelligent escalation eliminate follow-up calls while ensuring proper authorization across invoices, payments, and vendor records. More strategy, less system cleanup.
CIO
Deploy enterprise-grade approval workflows without enterprise complexity. Native NetSuite architecture means no integrations to manage, no security vulnerabilities to patch, and no performance impact on your environment.
NetSuite Admin
Configure sophisticated workflows through intuitive interfaces with no scripting knowledge needed. Leverage existing NetSuite security models and user permissions while eliminating the maintenance burden of complex custom workflows. Built to adapt, designed to last.
Frequently asked questions
How does the Charted AP invoice approval solution enhance or replace native NetSuite approval workflows?
Charted completely transforms NetSuite’s approval capabilities by eliminating the need for expensive individual licenses for every approver while supporting any transaction type. Unlike add-on modules that use complex scripting and limit record types, Charted provides intuitive configuration for sophisticated approval matrices with complete email-based workflows and real-time audit trails.
Can I create custom approval workflows based on vendor, department, or amount?
Absolutely. Charted supports multi-dimensional approval routing based on any combination of criteria including vendor, department, class, subsidiary, amount thresholds, custom fields, or any NetSuite data point. Build complex approval matrices without scripting through our intuitive workflow editor that adapts to your business logic.
Does the AP invoice approval software for NetSuite support multi-level and conditional approvals?
Yes, Charted handles sophisticated multi-level approval chains with conditional routing. Configure sequential approvals, parallel approvals, or hybrid workflows based on transaction criteria. The system automatically routes to appropriate approval levels and handles exceptions intelligently while maintaining complete audit trails.
Can approvers receive notifications by email?
With Charted Approval Automation, approvers receive comprehensive email notifications with full transaction context, attachments, and one-click approve/reject functionality with no NetSuite login required. All approval actions are tracked in real-time within NetSuite.
Is there a way to delegate or reassign approval tasks?
Yes, Charted includes flexible delegation capabilities. Approvers can delegate responsibilities during travel or absences, administrators can reassign pending approvals, and the system supports automatic escalation for overdue requests. All delegation activities are logged with complete audit trails and approval history.
Can I track invoice status and approval history in real time?
Complete real-time visibility is built into every transaction. View detailed approval history directly on NetSuite records including timestamps, approver actions, comments, and delegation activities. Dashboard reporting provides system-wide approval status visibility, bottleneck identification, and performance analytics, all within your familiar NetSuite environment.
Built to feel invisible. Designed to feel right.
Our solutions follow your rhythm—reducing friction, instead of adding steps—so finance can focus on decisions, instead of detours.