SquareWorks Automate

Introducing Automate

A premier NetSuite-native financial automation platform

Enable powerful AP Automation features such AI-Enabled OCR, Automated Approvals, 3-Way Match and Vendor Onboarding without ever leaving your NetSuite account.

Explore Automate

Elevate NetSuite with SquareWorks
Automate AP Automation Suite

Next-level AP Automation Features
Built right into NetSuite

Accounts Payable Executive Dashboard

Gain insight into your AP process in seconds with pre-configured reports and dashboards Learn more

Advanced Vendor Onboarding

Send secure forms to vendors and let NetSuite auto-create or update vendor information Learn more

AI-Enabled OCR and Invoice Scanning​

Elevate your OCR scanning experience with SquareWorks’ proprietary AI and Machine Learning Learn more

Real-Time
3-Way Match​​

Maximize your controls with the most advanced, line-by-line 3-Way Match engine Learn more

Approval
Automation​​

Automate your approval process for all employees without complicated NetSuite Workflows Learn more

Advanced Check Printing​​​

Eliminate pre-printed check stock with the most advanced check printing engine ever built for NetSuite Learn more

Advanced Document Management​​​

Simplify how your files are managed in NetSuite with drag-and-drop, split screen views and enhanced file security Learn more

Features & Editions

 

  
 
Executive Dashboard
AP Dashboard & Analytics
Advanced Document Management
Advanced Help
Drag and Drop Attachments
Require Attachments on Records
Integration with AWS for Document Storage
Advanced Vendor Onboarding
Vendor Onboarding Responses
Request New Vendors in NetSuite
Request Data from Vendors via Secure Forms
Vendor Onboarding Form Review
Configurable Vendor Onboarding Approval
Branding of Vendor Onboarding Forms
Existing Vendor Update Self-Service
AI-Enabled OCR and Invoice Scanning
OCR Invoices
Invoice Queue Management
Drag and Drop Invoices to NetSuite
Email Invoices to NetSuite
Real-Time 3-Way Match
Line-level Purchase Order and Receipt Matching
Subsidiary, Vendor and Item Tolerances
Real-Time Variance Report
Support for Approval Routing
Approval Automation - Supported Transactions
Vendors
Vendor Bills
Purchase Orders
Purchase Requisitions
Vendor Credits
Approval Automation - Features
Configurable Approval Rules
Approve Directly from Email
Approvals for Non-NetSuite Users
Rejection Management
Approval Delegation & Re-Routing
Approval Audit Trail
Hierarchy Approvals
Role & Group Based Approvals
Matrix Based Approvals
Standard Email Notifications
Configurable Email Notifications
Bulk Approvals
Budget-Based Approvals
Advanced Check Printing
Configurable Check Design
Custom Signature Logic
Blank Check Stock
Digital Signatures
Check Approvals
Secure Troy Printer Support
Support
Technical Support
Ongoing Configuration Support

Starter

Executive Dashboard :
AP Dashboard & Analytics :
Advanced Document Management :
Advanced Help : 1
Drag and Drop Attachments : —
Require Attachments on Records : —
Integration with AWS for Document Storage : —
Advanced Vendor Onboarding :
Vendor Onboarding Responses : —
Request New Vendors in NetSuite : —
Request Data from Vendors via Secure Forms : —
Vendor Onboarding Form Review : —
Configurable Vendor Onboarding Approval : —
Branding of Vendor Onboarding Forms : —
Existing Vendor Update Self-Service : —
AI-Enabled OCR and Invoice Scanning :
OCR Invoices : 10/Mo.3
Invoice Queue Management :
Drag and Drop Invoices to NetSuite :
Email Invoices to NetSuite : —
Real-Time 3-Way Match :
Line-level Purchase Order and Receipt Matching : —
Subsidiary, Vendor and Item Tolerances : —
Real-Time Variance Report : —
Support for Approval Routing : —
Approval Automation - Supported Transactions :
Vendors : —
Vendor Bills : —
Purchase Orders : —
Purchase Requisitions : —
Vendor Credits : —
Approval Automation - Features :
Configurable Approval Rules : —
Approve Directly from Email : —
Approvals for Non-NetSuite Users : —
Rejection Management : —
Approval Delegation & Re-Routing : —
Approval Audit Trail : —
Hierarchy Approvals : —
Role & Group Based Approvals : —
Matrix Based Approvals : —
Standard Email Notifications : —
Configurable Email Notifications : —
Bulk Approvals : —
Budget-Based Approvals : —
Advanced Check Printing :
Configurable Check Design : Optional Add-On
Custom Signature Logic : Optional Add-On
Blank Check Stock : Optional Add-On
Digital Signatures : Optional Add-On
Check Approvals : Optional Add-On
Secure Troy Printer Support : Optional Add-On
Support :
Technical Support :
Ongoing Configuration Support: Available for Purchase

Basic

Executive Dashboard :
AP Dashboard & Analytics :
Advanced Document Management :
Advanced Help : 1
Drag and Drop Attachments : —
Require Attachments on Records : —
Integration with AWS for Document Storage : —
Advanced Vendor Onboarding :
Vendor Onboarding Responses : 5/Mo.2
Request New Vendors in NetSuite :
Request Data from Vendors via Secure Forms :
Vendor Onboarding Form Review :
Configurable Vendor Onboarding Approval : —
Branding of Vendor Onboarding Forms : —
Existing Vendor Update Self-Service : —
AI-Enabled OCR and Invoice Scanning :
OCR Invoices : 100/Mo.3
Invoice Queue Management :
Drag and Drop Invoices to NetSuite :
Email Invoices to NetSuite :
Real-Time 3-Way Match :
Line-level Purchase Order and Receipt Matching : —
Subsidiary, Vendor and Item Tolerances : —
Real-Time Variance Report : —
Support for Approval Routing : —
Approval Automation - Supported Transactions :
Vendors : —
Vendor Bills : —
Purchase Orders : —
Purchase Requisitions : —
Vendor Credits : —
Approval Automation - Features :
Configurable Approval Rules : —
Approve Directly from Email : —
Approvals for Non-NetSuite Users : —
Rejection Management : —
Approval Delegation & Re-Routing : —
Approval Audit Trail : —
Hierarchy Approvals : —
Role & Group Based Approvals : —
Matrix Based Approvals : —
Standard Email Notifications : —
Configurable Email Notifications : —
Bulk Approvals : —
Budget-Based Approvals : —
Advanced Check Printing :
Configurable Check Design : Optional Add-On
Custom Signature Logic : Optional Add-On
Blank Check Stock : Optional Add-On
Digital Signatures : Optional Add-On
Check Approvals : Optional Add-On
Secure Troy Printer Support : Optional Add-On
Support :
Technical Support :
Ongoing Configuration Support: Available for Purchase

Standard

Executive Dashboard :
AP Dashboard & Analytics :
Advanced Document Management :
Advanced Help : 1
Drag and Drop Attachments :
Require Attachments on Records : —
Integration with AWS for Document Storage : —
Advanced Vendor Onboarding :
Vendor Onboarding Responses : 25/Mo.2
Request New Vendors in NetSuite :
Request Data from Vendors via Secure Forms :
Vendor Onboarding Form Review :
Configurable Vendor Onboarding Approval :
Branding of Vendor Onboarding Forms : —
Existing Vendor Update Self-Service : —
AI-Enabled OCR and Invoice Scanning :
OCR Invoices : 500/Mo.3
Invoice Queue Management :
Drag and Drop Invoices to NetSuite :
Email Invoices to NetSuite :
Real-Time 3-Way Match :
Line-level Purchase Order and Receipt Matching : —
Subsidiary, Vendor and Item Tolerances : —
Real-Time Variance Report : —
Support for Approval Routing : —
Approval Automation - Supported Transactions :
Vendors :
Vendor Bills :
Purchase Orders : —
Purchase Requisitions : —
Vendor Credits : —
Approval Automation - Features :
Configurable Approval Rules :
Approve Directly from Email :
Approvals for Non-NetSuite Users :
Rejection Management :
Approval Delegation & Re-Routing :
Approval Audit Trail :
Hierarchy Approvals :
Role & Group Based Approvals :
Matrix Based Approvals :
Standard Email Notifications :
Configurable Email Notifications : —
Bulk Approvals : —
Budget-Based Approvals : —
Advanced Check Printing :
Configurable Check Design : Optional Add-On
Custom Signature Logic : Optional Add-On
Blank Check Stock : Optional Add-On
Digital Signatures : Optional Add-On
Check Approvals : Optional Add-On
Secure Troy Printer Support : Optional Add-On
Support :
Technical Support :
Ongoing Configuration Support: Available for Purchase

Advanced

Executive Dashboard :
AP Dashboard & Analytics :
Advanced Document Management :
Advanced Help :
Drag and Drop Attachments :
Require Attachments on Records : —
Integration with AWS for Document Storage : —
Advanced Vendor Onboarding :
Vendor Onboarding Responses : 50/Mo.2
Request New Vendors in NetSuite :
Request Data from Vendors via Secure Forms :
Vendor Onboarding Form Review :
Configurable Vendor Onboarding Approval :
Branding of Vendor Onboarding Forms :
Existing Vendor Update Self-Service :
AI-Enabled OCR and Invoice Scanning :
OCR Invoices : 1,000/Mo.3
Invoice Queue Management :
Drag and Drop Invoices to NetSuite :
Email Invoices to NetSuite :
Real-Time 3-Way Match :
Line-level Purchase Order and Receipt Matching :
Subsidiary, Vendor and Item Tolerances :
Real-Time Variance Report :
Support for Approval Routing :
Approval Automation - Supported Transactions :
Vendors :
Vendor Bills :
Purchase Orders :
Purchase Requisitions :
Vendor Credits : —
Approval Automation - Features :
Configurable Approval Rules :
Approve Directly from Email :
Approvals for Non-NetSuite Users :
Rejection Management :
Approval Delegation & Re-Routing :
Approval Audit Trail :
Hierarchy Approvals :
Role & Group Based Approvals :
Matrix Based Approvals :
Standard Email Notifications :
Configurable Email Notifications :
Bulk Approvals :
Budget-Based Approvals : —
Advanced Check Printing :
Configurable Check Design : Optional Add-On
Custom Signature Logic : Optional Add-On
Blank Check Stock : Optional Add-On
Digital Signatures : Optional Add-On
Check Approvals : Optional Add-On
Secure Troy Printer Support : Optional Add-On
Support :
Technical Support :
Ongoing Configuration Support: Available for Purchase

Enterprise

Executive Dashboard :
AP Dashboard & Analytics :
Advanced Document Management :
Advanced Help :
Drag and Drop Attachments :
Require Attachments on Records :
Integration with AWS for Document Storage :
Advanced Vendor Onboarding :
Vendor Onboarding Responses : 100/Mo.2
Request New Vendors in NetSuite :
Request Data from Vendors via Secure Forms :
Vendor Onboarding Form Review :
Configurable Vendor Onboarding Approval :
Branding of Vendor Onboarding Forms :
Existing Vendor Update Self-Service :
AI-Enabled OCR and Invoice Scanning :
OCR Invoices : 2,500/Mo.3
Invoice Queue Management :
Drag and Drop Invoices to NetSuite :
Email Invoices to NetSuite :
Real-Time 3-Way Match :
Line-level Purchase Order and Receipt Matching :
Subsidiary, Vendor and Item Tolerances :
Real-Time Variance Report :
Support for Approval Routing :
Approval Automation - Supported Transactions :
Vendors :
Vendor Bills :
Purchase Orders :
Purchase Requisitions :
Vendor Credits :
Approval Automation - Features :
Configurable Approval Rules :
Approve Directly from Email :
Approvals for Non-NetSuite Users :
Rejection Management :
Approval Delegation & Re-Routing :
Approval Audit Trail :
Hierarchy Approvals :
Role & Group Based Approvals :
Matrix Based Approvals :
Standard Email Notifications :
Configurable Email Notifications :
Bulk Approvals :
Budget-Based Approvals :
Advanced Check Printing :
Configurable Check Design : Optional Add-On
Custom Signature Logic : Optional Add-On
Blank Check Stock : Optional Add-On
Digital Signatures : Optional Add-On
Check Approvals : Optional Add-On
Secure Troy Printer Support : Optional Add-On
Support :
Technical Support :
Ongoing Configuration Support:
Record Types in Scope: Vendors, Vendor Credits, Purchase Requisitions, Purchase Orders, Vendor Bills, Bill Payments and Item Receipts
1One document per record
2Option to go above the monthly number of vendor responses for an additional fee
3Option to go above the monthly number of invoices scanned with OCR for an additional fee. There are no limits or additional charges for invoices processed that are not scanned with OCR.
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SquareWorks Automate is a NetSuite-Certified SuiteApp

SquareWorks has complied with NetSuite’s verification process and has earned a certification from NetSuite as an approved NetSuite SuiteApp that can be distributed to NetSuite Customers.

Customer Success Story

Abcuro partnered with SquareWorks Consulting to replace QuickBooks and Bill.com with NetSuite and SquareWorks’ Automate AP Automation Suite to deliver a fully automated global AP process.

Throughout the entire project, SquareWorks’ listened to our business needs and advised us on ways to improve our AP process. With the 3-Way Match engine and the AI-Enabled OCR scanning process, we have significantly decreased our invoice processing time.

Ricky Motschwiller, Controller, Abcuro

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SquareWorks' Automation Solutions

Automate your AP process today!

Contact us to find out more about SquareWorks’ Automate AP Automation Suite. 

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