Invest in automation that pays off

Flexible plans designed to grow with your business—powered by NetSuite-native automation and backed by world-class consulting.

Essentials

For midsize businesses needing advanced workflows

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

Core

For midsize businesses with complex approval needs

  • All Essentials features
  • Advanced Vendor Onboarding
  • Real-Time 3-Way Match
  • Approval Automation for POs, PRs, Receipts, Vendor Credits, and Journal Entries
  • Dedicated Customer Success Manager
  • Flexible Implementation & Ongoing Configuration Support

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

Plan Features
Essentials Contact Sales
Core Contact Sales
Complete Contact Sales

Invoice Automation

  • Invoice AI
  • AI-Enabled OCR and Invoice Scanning
  • Invoice Processing (Drag & Drop, Email Inbox)
  • Multi-Currency & Multi-Language Support
  • Custom Field Extraction
  • AI Directions (Natural Language Rules)
  • Real-Time 3-Way Match
  • Line-Level Purchase Order Matching
  • Tolerance Configuration (Subsidiary/Vendor/Item)
  • Real-Time Variance Reporting

Accrual Automation

  • Accrual Intelligence
  • Automated Accrual Estimates
  • Vendor Spend Analysis
  • Financial Close Automation
  • Real-Time Accruals Worksheet
  • One-Click Journal Entry Creation

Payment Automation

  • ACH Payments
  • Automated ACH Payments (Bring Your Own Bank)
  • Automated Bank Detail Collection
  • Payment Release Controls
  • Check Printing
  • Outsourced Check Payments
  • On-Premise Check Printing
  • International Payments
  • International ACH (IACH)
  • International Wire Transfers
  • Multi-Currency FX Payments

Charted Platform

  • Dashboard
  • AP Status Dashboard
  • AP Dashboard Portlet
  • Vendor Onboarding
  • Secure Payment Data Capture
  • Customizable Vendor Onboarding Forms (Additional Fields & Attachments)
  • One-Click Vendor Update Requests
  • Branding of Onboarding Forms
  • Approval Automation
  • Approval Automation – Vendor Bills & Payments
  • Approval Automation – POs, PRs, Receipts, Vendor Credits, Journal Entries

Frequently asked questions

How does Charted AP Automation Suite work with NetSuite?
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.

What invoice formats do you support (PDF, email, scanned, etc.)?
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.

Does the solution support multi-entity and multi-currency invoices?
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.

Can the solution automatically extract invoice data (via OCR)?
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.

Does it support approval workflows within NetSuite?
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.