The NetSuite-Native Financial Automation Platform to Empower Your AP Transformation
Designed to enhance efficiency, visibility and control for accounts payable teams. With everything directly in NetSuite, you can easily manage vendor relationships, streamline invoice processing, approve with dynamic workflows, securely send payments and automate expense accruals.
Transform Your AP Workflows with Financial Automation for NetSuite
Advanced Vendor Onboarding
Seamlessly Onboard Vendors in NetSuite
Send secure forms to vendors and let NetSuite auto-create or update vendor information.
Expense Accrual Automation
Accelerate the Financial Close Process
Automate manual expense accruals to boost productivity, close faster and provide accurate expense estimates.
Invoice AI (OCR & Invoice Scanning)​
Advanced Invoice Processing Automation
Scale invoice processing with high-accuracy AI that adapts to your vendor formats without manual template setup.
Real-Time 3-Way Match​​
The Most Powerful 3-Way Match
Maximize your controls with the most advanced, line-by-line 3-Way Match engine.
Approval Automation​
Fully Automated NetSuite Approvals
Save time with a fully automated approval process and keep strong controls by using our Real-Time 3-Way Match validation engine and our approval audit features.
Payment Automation
Easy & Secure AP Payments in NetSuite
Streamline your AP process with the most efficient and secure way to send payments without leaving NetSuite.
Advanced Check Printing​​​
The Most Advanced Check Printing Solution
Eliminate pre-printed check stock with the most advanced check printing engine ever built for NetSuite.
Advanced Document Management​​​
Easy & Unlimited NetSuite Attachments
Simplify how your files are managed in NetSuite with drag-and-drop, split screen views and enhanced file security.
Customer Success Story
Petauri, a global pharmaceutical commercialization services platform, saves hours each week through accounts payable efficiency gains powered by SquareWorks Automate.
Read Full Case StudyThe capabilities of Automate are attractive. Once it connected with our respective bank accounts, our users and AP specialists would not have to leave the NetSuite interface to make payments, which was very valuable. For employees who are spending the majority of their time in NetSuite anyway, it’s more efficient to be able to mark something as paid in NetSuite and have that action actually trigger a payment to leave our bank account as opposed to having to do so in an online banking interface.
Alex Szigety VP of Finance, Petauri
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Plans, Editions and Features
For growing businesses seeking essential tools to streamline AP processes
- Executive Dashboard
- Invoice AI (OCR & Invoice Scanning)
- Payment Automation
For growing businesses seeking essential tools to streamline AP processes
For midsize businesses needing advanced workflows
- All Basic features
- Advanced Document Management
- Approval Automation – Invoices, Payments
For midsize businesses with complex approval needs
- All Advanced features
- Approval Automation – Any Record Type
- Real-Time 3-Way Match
- Advanced Vendor Onboarding
For complex businesses requiring flexible AP automation solutions
- Invoice Automation
- Payment Automation
- Expense Accrual Automation
- Core AP Platform – Approval Automation, Documents, Vendor Onboarding
- Flexible Implementation and Ongoing Configuration Support
For complex businesses requiring flexible AP automation solutions
- AP Dashboard & Analytics
- Advanced Help
- Drag and Drop Attachments
- Require Attachments on Records
- Integration with AWS for Document Storage
- 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
- Invoices
- Payments
- Purchase Orders
- Purchase Requisitions
- Vendor Credits
- Vendors
- Receipts
- Journal Entries
- 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
- OCR Invoice Scanning
- Invoice Queue Management
- Drag-and-Drop Invoices to NetSuite
- Email Invoices to NetSuite
- Automated Bank Detail Collection
- Pay via ACH
- Print Checks Offsite
- Print Checks Onsite
- Configurable Check Design
- Custom Signature Logic
- Blank Check Stock
- Digital Signatures
- Check Approvals
- Line-level Purchase Order and Receipt Matching
- Subsidiary, Vendor and Item Tolerances
- Real-Time Variance Report
- Support for Approval Routing
- Real-Time Dashboard Reporting
- Predictive Accrual Estimates
- Audit Verification Documentation
- Configurable Approval Routing
- Technical Support
Automate Your Financial Operations Today!
Contact us to find out more about SquareWorks Automate