--- title: Charted Reviews meta_title: 'Charted Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Charted works for a business like yours. aggregate_rating: rating_value: 5.0 review_count: 5 scale: '5' date_modified: '2026-07-13' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Charted Reviews **Vendor:** Charted, Inc. **Category:** [Accounts Payable Automation Software](https://www.g2.com/categories/ap-automation) **Average Rating:** 5.0/5.0 **Total Reviews:** 5 ## About Charted Charted clears the path for finance teams with AP Automation solutions built directly into your NetSuite environment, providing real-time clarity on every invoice, approval, and payment. Eliminate manual data entry with AI-powered capabilities and automation designed to accelerate your month-end close. Enable the most complex approvals and global, multi-entity workflows. ## Charted Pros & Cons **What users like:** - Users highlight the **automation features** of SquareWorks Automate that simplify data entry and enhance user experience. (2 reviews) - Users praise the **exceptional customer support** from SquareWorks, notably their friendly and knowledgeable assistance. (2 reviews) - Users appreciate the **ease of use** of SquareWorks, enjoying quick responses and a smooth implementation process. (2 reviews) - Users appreciate the **intuitive design** of SquareWorks Automate, making data entry and invoicing effortless and efficient. (2 reviews) - Users love the **time-saving features** of Charted, significantly improving their invoice processing efficiency. (2 reviews) - Accounts Payable Efficiency (1 reviews) - Users value the **exceptional customer support** from SquareWorks Automate, enhancing their overall satisfaction and experience. (1 reviews) - Users value the **easy implementation** of SquareWorks Automate, leading to a smooth transition and quick setup. (1 reviews) - Easy Navigation (1 reviews) - Easy Payments (1 reviews) **What users dislike:** - Users note a significant **learning curve** with Charted, which can lead to initial frustrations before mastery. (3 reviews) ## Charted Reviews ### 1. Huge time saver! **Rating:** 5.0/5.0 stars **Reviewed by:** Amy W. | Accounting Clerk, Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2025 **What do you like best about Charted?** It makes processing invoices quick and easy. Our AP department has saved so much time on daily tasks that we consider it a huge improvement over our past process. **What do you dislike about Charted?** The only downside, like with most things, is having to learn a new software. Luckily we had great customer support. **What problems is Charted solving and how is that benefiting you?** When we moved to NetSuite from a previous accounting program, we were excited to find OCR software that would help streamline and provide automation for our AP processing. The amount of time we have saved processing invoices using the automation software is invaluable. ### 2. SquareWorks - Efficient Solution w/ Great Company **Rating:** 5.0/5.0 stars **Reviewed by:** Mook C. | Staff Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Charted?** After having used SquareWorks for about half-a-year, our AP Team has begun to really enjoy the ease with its all-around functionality. Of course, it being a NetSuite-based product means that whenever we need help or some troubleshooting, everyone on the other end knows exactly what we are talking about. We never have to wait for responses from a different person on their end due to them having to find someone that is familiar with our specific ERP/environment. When we ask questions, they are answered same business day. And while we are just now beginning to see the fruits of allowing SquareWorks to "learn" over the past 6-months, it has not been a difficult implementation nor has it required any real learning curve. Our company is excited to really begin exploring the finer functionalities of SquareWorks such as setting up rules for specific vendors/accounts... we'll be sure to come back and update this review as we get deeper in ;) But, for the price point of the software and our counterparts on the SquareWorks team being an absolute delight to work with, we (MegaCorp Logistics) are glad we made this decision! **What do you dislike about Charted?** It does take a while to really begin learning, so there might be frustrations at first. But if your team has the patience needed for any OCR/AI implentation - SquareWorks or not - then not much can be negatively said about our experience thus far. **What problems is Charted solving and how is that benefiting you?** Upload and auto-populate the majority of the fields on a vendor bill record ### 3. SquareWorks makes uploading information a breeze! **Rating:** 5.0/5.0 stars **Reviewed by:** Lindsay H. | Accounts Payable, Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2025 **What do you like best about Charted?** SquareWorks Automate takes out a lot of the tedious aspects of putting in information and invoices into our system. The software is also very user friendly. **What do you dislike about Charted?** As with any new software there is a learning curve. **What problems is Charted solving and how is that benefiting you?** It removes the manual, tedious aspects of AP. ### 4. Wonderful customer success team! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2025 **What do you like best about Charted?** The overall user friendly software experience you get with Automate, it's a game changer for AP automation! I also love the customer success support you receive, Ellen is so helpful and friendly and knows what true service and support really are, always very professional! **What do you dislike about Charted?** The AP automation industry is very competitive and there is lots of software out there, you have to stay ahead of the constant enhancements going on in this space. **What problems is Charted solving and how is that benefiting you?** Removing manual processing of AP, saving time and cost ### 5. Wonderful experience with SquareWorks consultants **Rating:** 5.0/5.0 stars **Reviewed by:** Lusi J. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2023 **What do you like best about Charted?** It helps consolidate Ap processing and payments into one system rather than having to reconcile two systems. **What do you dislike about Charted?** The downside is having to re-onboard all vendors in order to get them onto the payment automation system. It's not super straight forward how to pay vendors **What problems is Charted solving and how is that benefiting you?** Consildating payments into one system - [View Charted pricing details and edition comparison](https://www.g2.com/products/squareworks-consulting-charted/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-13+18%3A58%3A45+-0500&secure%5Bsession_id%5D=4bb9662c-df11-40a3-80d9-57ad555e96f7&secure%5Btoken%5D=2c2e5c074652a571e210b63a5193aa90a96369be0df1543657a40bcdd75c980a&format=llm_user) ## Charted Integrations - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) ## Charted Features **Invoice Management** - Capture - Supplier Portal - Repository **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Invoice Processing** - Matching - Payments - Workflows - Tax Compliance **Analytics** - Due Dates - Benchmarking - KPIs **Integration** - Accounting - Payment Integration - ERP **Risk** - Analysis - Identification - Scoring **Recovery** - Recoup - Reporting **Audit** - Filters - Post Audits - Overpayments - Duplicates **Fraud** - Vendor Checks - Data Generation - Monitoring **Agentic AI - AP Automation** - Autonomous Task Execution - Proactive Assistance - Decision Making ## Top Charted Alternatives - [Stampli](https://www.g2.com/products/stampli/reviews) - 4.6/5.0 (1,951 reviews) - [Ramp](https://www.g2.com/products/ramp-financial-ramp/reviews) - 4.8/5.0 (2,450 reviews) - [SAP Concur](https://www.g2.com/products/sap-concur/reviews) - 4.0/5.0 (7,004 reviews)