--- 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 Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Charted but has limited features. Are you part of the Charted team? [Upgrade your plan](https://my.g2.com/squareworks-consulting-charted/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! 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. * * * Seller [Charted, Inc.](https://www.g2.com/sellers/charted-inc) Discussions [Charted Community](https://www.g2.com/products/squareworks-consulting-charted/discuss) Overview by Anna Wright Show More ## Top-Rated Alternatives [ ![Stampli](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Stampli") Stampli 4.6/5(1,975) ](https://www.g2.com/products/stampli/reviews) [ ![Ramp](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ramp") Ramp 4.8/5(2,493) ](https://www.g2.com/products/ramp-financial-ramp/reviews) [ ![SAP Concur](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "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) ## User Insights Average based on 6 real user reviews. [Log in to unlock pricing and user insights](/login) ## Charted Integrations (1) What do users say about integrations? Integration information sourced from real user reviews. [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") NetSuite ](https://www.g2.com/products/oracle-netsuite/reviews) Show More ![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. Show More Validated ReviewerSource: Organic ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. 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