NetSuite Optimizations

Get more from your NetSuite investment

Your NetSuite environment should evolve alongside your business. Our optimization services are designed to solve inefficiencies, enhance processes, and align your system with strategic goals. With a flexible, client-first approach and deep NetSuite expertise, we deliver high-impact improvements that drive measurable results—always with a commitment to quality and success.

A proven track record

  • 0 failed implementations, ever
  • 1,200+ services projects
  • 98% customer retention rate, built on strong relationships and support

Optimizing NetSuite, solving real problems

Health checks

Comprehensive NetSuite health checks uncover inefficiencies, risks, and missed opportunities. Our team evaluates your system’s configuration, performance, and usage to provide actionable insights that drive immediate and long-term value.

System improvements

Get more out of your NetSuite investment by refining processes, enhancing usability, and aligning your system with evolving business needs. We focus on practical, high-impact improvements that boost efficiency and user adoption.

Integration & customization development

We build and maintain robust, scalable integrations, and customizations that extend NetSuite’s capabilities without compromising system integrity. Every solution developed by Charted is upgrade-safe, well-documented, and aligned with your business goals.

Module deployment

Whether you’re expanding into new functions or optimizing existing ones, we help you deploy NetSuite modules with precision and purpose. From Financials to Advanced Inventory, we ensure each module is configured to deliver maximum value.

M&A integration

We help clients through mergers, acquisitions, and divestitures by aligning NetSuite environments quickly and effectively. Invest in business continuity while enabling future scalability and compliance.

Data migration

Complex data migrations are managed with precision and care, ensuring accuracy with minimal disruption. Whether you’re onboarding new entities, cleaning legacy data, or transitioning from another system, we’ve got you covered.

Customer success story

Charted supported Syndigo’s merger and acquisition strategy by consolidating six acquired companies into their NetSuite environment, helping expand their global footprint.

“The Charted team helped us problem solve through many different considerations prior to bringing it all together in one system. They really worked with us to understand our current NetSuite environment and how the acquired data would contribute to our overall business processes.”
— Sagit Halpern, Chief Financial Officer, Syndigo

Everything you need for AP, built into NetSuite

Solutions

  • Invoice AI
    AI-powered OCR invoice processing with 95%+ accuracy. Automatically learns your coding logic and adapts to any vendor format automatically.

  • Vendor Onboarding
    Automated vendor setup that eliminates delays. Smart workflows turn weeks-long processes into streamlined automation that scales.

  • Approvals
    Accelerate month-end close with intelligent accrual estimates and automated journal entries. Complete financial visibility, audit-ready reporting, all natively in NetSuite.

  • ACH Payments
    Secure electronic payments using your existing bank relationships. No switching systems, no vulnerable files, no friction.

  • International Payments
    Pay global vendors across 150+ currencies from NetSuite. Unified workflow reduces processing costs by up to 60%.

  • Check Printing
    Complete check automation within NetSuite. On-premise or outsourced options cut costs by up to 85% without integrations.

  • 3-Way Match
    Advanced validation engine compares POs, receipts, and bills automatically. Configurable tolerances with intelligent exception routing.

  • Document Management
    Drag-and-drop document handling natively within NetSuite. Unlimited storage with split-screen viewing stays out of your way.

Frequently asked questions

  1. When should a company consider optimizing its NetSuite instance?
    Good triggers to consider optimizing NetSuite are introducing new products or revenue streams, creation of new divisions or business entities, if your team are performing business processes manually offline, organizational changes, any mergers and acquisitions (M&A) or divestiture activity, and if NetSuite isn’t working as it should.

  2. How are Charted optimization services different from a new implementation?
    Optimization services are for companies that are already running their business on NetSuite (i.e. live on NetSuite) and looking to improve or expand their use to achieve a business objective.

  3. Can Charted help us improve system performance and response times?
    Yes, the Charted team can analyze NetSuite environments to determine areas for improvement and make recommendations to achieve increased performance and response times.

  4. Does Charted offer help with streamlining financial close and reporting?
    Definitely, the Charted team consists of NetSuite experts and former accountants who work with clients to reduce the month-end close timeline via automation and process-based changes.

  5. Can Charted optimize dashboards, saved searches, and KPIs?
    Yes, our experts at Charted help clients implement dashboards, reports, KPIs and saved searches to provide real-time reporting visibility.

  6. Can Charted improve approval workflows and automation?
    Charted offers multiple ways to improve approval workflows and automation using various tools such as NetSuite SuiteFlow.

  7. Does Charted help with fixing or reworking existing customizations?
    Often—customizations can be incredibly complex, and the Charted in-house technical team simplifies them.

  8. Can Charted integrate NetSuite with other systems (CRM, WMS, eCommerce, etc.)?
    Yes, the Charted team builds integrations between NetSuite and external systems using various methods including custom integrations and pre-built connectors.

  9. Do you help extend NetSuite for new business units, subsidiaries, or products?
    As companies expand, Charted can configure their NetSuite instance accordingly.

  10. Can Charted assist with NetSuite OneWorld optimization?
    Yes, our consultants help clients streamline intercompany processes and consolidations.