SquareWorks Automate

Introducing Automate

A premier NetSuite-native financial automation platform

Elevate NetSuite with the most powerful AP Automation Suite. From vendor onboarding to AI-enabled invoice processing, enhanced approvals, 3-way match, and a secure way to send payments 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

Advanced Document Management​​​

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

Payment
Automation

Streamline your AP process with the most efficient and secure way to send payments without leaving NetSuite Learn more

Features & Editions

 

  
 
Executive Dashboard
AP Dashboard & Analytics
AI-Enabled OCR and Invoice Scanning
OCR Invoice Scanning
Invoice Queue Management
Drag and Drop Invoices to NetSuite
Email Invoices to NetSuite
Payment Automation
Automated Bank Detail Collection
Pay via ACH
Pay via Check
Unlimited Subsidiaries
Advanced Document Management
Advanced Help
Drag and Drop Attachments
Require Attachments on Records
Integration with AWS for Document Storage
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
Configurable Email Notifications
Bulk Approvals
Budget-Based Approvals
Approval Automation - Supported Transactions
Vendor Bills
Purchase Orders
Purchase Requisitions
Vendor Credits
Non-AP Approvals
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
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
Advanced Check Printing
Configurable Check Design
Custom Signature Logic
Blank Check Stock
Digital Signatures
Check Approvals
Support
Technical Support

Basic

Executive Dashboard :
AP Dashboard & Analytics :
AI-Enabled OCR and Invoice Scanning :
OCR Invoice Scanning :
Invoice Queue Management :
Drag and Drop Invoices to NetSuite :
Email Invoices to NetSuite :
Payment Automation :
Automated Bank Detail Collection :
Pay via ACH :
Pay via Check :
Unlimited Subsidiaries :
Advanced Document Management :
Advanced Help :
Drag and Drop Attachments :
Require Attachments on Records :
Integration with AWS for Document Storage :
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 :
Configurable Email Notifications :
Bulk Approvals :
Budget-Based Approvals :
Approval Automation - Supported Transactions :
Vendor Bills :
Purchase Orders :
Purchase Requisitions :
Vendor Credits :
Non-AP Approvals :
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 :
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 :
Advanced Check Printing :
Configurable Check Design : Add-On
Custom Signature Logic : Add-On
Blank Check Stock : Add-On
Digital Signatures : Add-On
Check Approvals : Add-On
Support :
Technical Support:

Standard

Executive Dashboard :
AP Dashboard & Analytics :
AI-Enabled OCR and Invoice Scanning :
OCR Invoice Scanning :
Invoice Queue Management :
Drag and Drop Invoices to NetSuite :
Email Invoices to NetSuite :
Payment Automation :
Automated Bank Detail Collection :
Pay via ACH :
Pay via Check :
Unlimited Subsidiaries :
Advanced Document Management :
Advanced Help :
Drag and Drop Attachments :
Require Attachments on Records :
Integration with AWS for Document Storage :
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 :
Configurable Email Notifications :
Bulk Approvals :
Budget-Based Approvals :
Approval Automation - Supported Transactions :
Vendor Bills :
Purchase Orders :
Purchase Requisitions :
Vendor Credits :
Non-AP Approvals :
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 :
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 :
Advanced Check Printing :
Configurable Check Design : Add-On
Custom Signature Logic : Add-On
Blank Check Stock : Add-On
Digital Signatures : Add-On
Check Approvals : Add-On
Support :
Technical Support:

Advanced

Executive Dashboard :
AP Dashboard & Analytics :
AI-Enabled OCR and Invoice Scanning :
OCR Invoice Scanning :
Invoice Queue Management :
Drag and Drop Invoices to NetSuite :
Email Invoices to NetSuite :
Payment Automation :
Automated Bank Detail Collection :
Pay via ACH :
Pay via Check :
Unlimited Subsidiaries :
Advanced Document Management :
Advanced Help :
Drag and Drop Attachments :
Require Attachments on Records :
Integration with AWS for Document Storage :
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 :
Configurable Email Notifications :
Bulk Approvals :
Budget-Based Approvals :
Approval Automation - Supported Transactions :
Vendor Bills :
Purchase Orders :
Purchase Requisitions :
Vendor Credits :
Non-AP Approvals :
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 :
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 :
Advanced Check Printing :
Configurable Check Design : Add-On
Custom Signature Logic : Add-On
Blank Check Stock : Add-On
Digital Signatures : Add-On
Check Approvals : Add-On
Support :
Technical Support:

Enterprise

Executive Dashboard :
AP Dashboard & Analytics :
AI-Enabled OCR and Invoice Scanning :
OCR Invoice Scanning :
Invoice Queue Management :
Drag and Drop Invoices to NetSuite :
Email Invoices to NetSuite :
Payment Automation :
Automated Bank Detail Collection :
Pay via ACH :
Pay via Check :
Unlimited Subsidiaries :
Advanced Document Management :
Advanced Help :
Drag and Drop Attachments :
Require Attachments on Records :
Integration with AWS for Document Storage :
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 :
Configurable Email Notifications :
Bulk Approvals :
Budget-Based Approvals :
Approval Automation - Supported Transactions :
Vendor Bills :
Purchase Orders :
Purchase Requisitions :
Vendor Credits :
Non-AP Approvals :
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 :
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 :
Advanced Check Printing :
Configurable Check Design : Add-On
Custom Signature Logic : Add-On
Blank Check Stock : Add-On
Digital Signatures : Add-On
Check Approvals : Add-On
Support :
Technical Support:
Record Types in Scope: Vendors, Vendor Credits, Purchase Requisitions, Purchase Orders, Vendor Bills, Bill Payments and Item Receipts
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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’ 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

More than 500 Companies Trust
SquareWorks' Automation Solutions

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