--- 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: 4.8 review\_count: 6 scale: '5' date\_modified: '2026-08-10' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- ### Charted Pros and Cons: Top Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users benefit from the **automation of tedious tasks** , complemented by excellent user-friendliness and supportive customer service. [(2 mentions)](https://www.g2.com/products/squareworks-consulting-charted/reviews?filters%5Bsentiment_snippet%5D=2014286&qs=pros-and-cons#reviews) Users praise the **exceptional customer support** provided by Charted, highlighting responsiveness and professionalism that enhance their experience. [(2 mentions)](https://www.g2.com/products/squareworks-consulting-charted/reviews?filters%5Bsentiment_snippet%5D=2014281&qs=pros-and-cons#reviews) Users praise the **user-friendly experience** of SquareWorks Automate, simplifying information input and enhancing overall efficiency. [(2 mentions)](https://www.g2.com/products/squareworks-consulting-charted/reviews?filters%5Bsentiment_snippet%5D=2014282&qs=pros-and-cons#reviews) Users highlight the **intuitive design** of SquareWorks Automate, making information entry and invoicing effortless. [(2 mentions)](https://www.g2.com/products/squareworks-consulting-charted/reviews?filters%5Bsentiment_snippet%5D=2014278&qs=pros-and-cons#reviews) Users value the **time-saving efficiency** of Charted, significantly improving daily tasks like processing invoices. [(2 mentions)](https://www.g2.com/products/squareworks-consulting-charted/reviews?filters%5Bsentiment_snippet%5D=2225723&qs=pros-and-cons#reviews) Users note a **steep learning curve** when starting with Charted, necessitating patience and support for a smoother experience. [(3 mentions)](https://www.g2.com/products/squareworks-consulting-charted/reviews?filters%5Bsentiment_snippet%5D=2014285&qs=pros-and-cons#reviews) ### Top Pros or Advantages of Charted ##### 1. Automation Users benefit from the **automation of tedious tasks** , complemented by excellent user-friendliness and supportive customer service. [ See 2 mentions ](https://www.g2.com/products/squareworks-consulting-charted/reviews?filters%5Bsentiment_snippet%5D=2014286&qs=pros-and-cons#reviews) See Related User Reviews LH Lindsay H. Mid-Market (51-1000 emp.) 5.0/5 "SquareWorks makes uploading information a breeze!" What do you like 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 fri ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") I Verified User Mid-Market (51-1000 emp.) 5.0/5 "Wonderful customer success team!" What do you like 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 y ##### 2. Customer Support Users praise the **exceptional customer support** provided by Charted, highlighting responsiveness and professionalism that enhance their experience. [ See 2 mentions ](https://www.g2.com/products/squareworks-consulting-charted/reviews?filters%5Bsentiment_snippet%5D=2014281&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") I Verified User Mid-Market (51-1000 emp.) 5.0/5 "Wonderful customer success team!" What do you like 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 y MC Mook C. Mid-Market (51-1000 emp.) 5.0/5 "SquareWorks - Efficient Solution w/ Great Company" What do you like 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 b ##### 3. Ease of Use Users praise the **user-friendly experience** of SquareWorks Automate, simplifying information input and enhancing overall efficiency. [ See 2 mentions ](https://www.g2.com/products/squareworks-consulting-charted/reviews?filters%5Bsentiment_snippet%5D=2014282&qs=pros-and-cons#reviews) See Related User Reviews LH Lindsay H. Mid-Market (51-1000 emp.) 5.0/5 "SquareWorks makes uploading information a breeze!" What do you like 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 fri MC Mook C. Mid-Market (51-1000 emp.) 5.0/5 "SquareWorks - Efficient Solution w/ Great Company" What do you like 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 b ##### 4. Intuitive Users highlight the **intuitive design** of SquareWorks Automate, making information entry and invoicing effortless. [ See 2 mentions ](https://www.g2.com/products/squareworks-consulting-charted/reviews?filters%5Bsentiment_snippet%5D=2014278&qs=pros-and-cons#reviews) See Related User Reviews LH Lindsay H. Mid-Market (51-1000 emp.) 5.0/5 "SquareWorks makes uploading information a breeze!" What do you like 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 fri ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") I Verified User Mid-Market (51-1000 emp.) 5.0/5 "Wonderful customer success team!" What do you like 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 y ##### 5. Time-saving Users value the **time-saving efficiency** of Charted, significantly improving daily tasks like processing invoices. [ See 2 mentions ](https://www.g2.com/products/squareworks-consulting-charted/reviews?filters%5Bsentiment_snippet%5D=2225723&qs=pros-and-cons#reviews) See Related User Reviews AW Amy W. Mid-Market (51-1000 emp.) 5.0/5 "Huge time saver!" What do you like 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 p LH Lindsay H. Mid-Market (51-1000 emp.) 5.0/5 "SquareWorks makes uploading information a breeze!" What do you like 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 fri ### Top Cons or Disadvantages of Charted ##### 1. Learning Curve Users note a **steep learning curve** when starting with Charted, necessitating patience and support for a smoother experience. [ See 3 mentions ](https://www.g2.com/products/squareworks-consulting-charted/reviews?filters%5Bsentiment_snippet%5D=2014285&qs=pros-and-cons#reviews) See Related User Reviews AW Amy W. Mid-Market (51-1000 emp.) 5.0/5 "Huge time saver!" 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. LH Lindsay H. Mid-Market (51-1000 emp.) 5.0/5 "SquareWorks makes uploading information a breeze!" What do you dislike about Charted? As with any new software there is a learning curve. ## Top-Rated Alternatives [ ![Stampli](https://images.g2crowd.com/uploads/product/hd_favicon/db5b196831e229857ef330aa175cc061/stampli%282%29.svg "Stampli") Stampli 4.6/5(1,974) ](https://www.g2.com/products/stampli/reviews) [ ![Ramp](https://images.g2crowd.com/uploads/product/hd_favicon/6a582a4fcd932a8ba3e2d4d73af44e65/ramp-financial-ramp.svg "Ramp") Ramp 4.8/5(2,493) ](https://www.g2.com/products/ramp-financial-ramp/reviews) [ ![SAP Concur](https://images.g2crowd.com/uploads/product/hd_favicon/fb80859373f26969a7a13ca1201dbf4c/sap-concur.svg "SAP Concur") SAP Concur 4/5(7,182) ](https://www.g2.com/products/sap-concur/reviews) [ View All Alternatives ](https://www.g2.com/products/squareworks-consulting-charted/competitors/alternatives) ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G Verified User Mid-Market (51-1000 emp.) 8/4/2026 "Good efficiency gains for working directly in NetSuite" 4/5 What do you like best about Charted? I use Charted for Accounts Payable automation and really like the time savings and efficiency gains it offers. The initial setup was good. Review collected by and hosted on G2.com. What do you dislike about Charted? I find that the AI capabilities don't work well or consistently for me. There are issues when changing bill form types in the selector dropdown, and it will sometimes clear out line-level details, causing extra manual work. Review collected by and hosted on G2.com. What problems is Charted solving and how is that benefiting you? With Charted, I achieve time savings and efficiency gains in Accounts Payable automation. However, AI capabilities struggle with consistent performance, and issues arise when changing bill form types in the selector, sometimes clearing line level details, requiring extra manual work. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic AW Amy W. Accounting Clerk Mid-Market (51-1000 emp.) 8/15/2025 "Huge time saver!" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic MC Mook C. Staff Accountant Mid-Market (51-1000 emp.) 2/20/2025 "SquareWorks - Efficient Solution w/ Great Company" 5/5 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! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic LH Lindsay H. Accounts Payable Accounting Mid-Market (51-1000 emp.) 8/14/2025 "SquareWorks makes uploading information a breeze!" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Charted? As with any new software there is a learning curve. Review collected by and hosted on G2.com. What problems is Charted solving and how is that benefiting you? It removes the manual, tedious aspects of AP. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") IC Verified User in Computer Software Mid-Market (51-1000 emp.) 2/27/2025 "Wonderful customer success team!" 5/5 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! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. What problems is Charted solving and how is that benefiting you? Removing manual processing of AP, saving time and cost Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic LJ Lusi J. Small-Business (50 or fewer emp.) 9/21/2023 "Wonderful experience with SquareWorks consultants" 5/5 What do you like best about Charted? It helps consolidate Ap processing and payments into one system rather than having to reconcile two systems. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. What problems is Charted solving and how is that benefiting you? Consildating payments into one system Review collected by and hosted on G2.com. 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