AP Automation Designed & Built for NetSuite

Eliminate paper invoices and speed up your vendor invoice processing times by entering and approving invoices from your Email Inbox. Use SquareWorks’ OCR Technology to automatically capture invoice details into NetSuite. Improve your controls by using the most powerful 3-Way Match validation engine and audit trail.

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The most advanced AP invoice automation engine built 100% for NetSuite

Automated Data Capture via OCR and AI.

When you upload vendor invoices, our OCR (Optical Character Recognition) Technology will scan each document and auto-populate as many details as possible using advanced AI algorithms to quickly identify and match data like vendor information, invoice number and line items.

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Capture Invoices from your Inbox.

Say goodbye to printing invoices or manually batching invoices together. Forward those PDF invoices from your Inbox right into NetSuite.

Email Approvals. No NetSuite Access Needed.

Easily configure all your approval requirements and let your Employees – regardless of their NetSuite access – view and approve vendor invoices right from their Email Inbox.

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Powerful 3-Way Match Engine.

As NetSuite users receive goods or process invoices from vendors, validations will be run in real-time to identify any variance violations by comparing PO’s, Receipts and Vendor Bills.

Full Audit Trail at your Fingertips.

A full audit trail is available with detailed information about every step in the payables process.

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No Integrations. Seamless Implementation.

Advanced Bill Management is 100% NetSuite-native so there are no integrations to maintain or external systems to go to. The architecture of this add-on allows you to seamlessly add our features to your existing process in NetSuite.

Features & Highlights

Allows users to upload vendor invoices into NetSuite from their Email Inbox or by using Drag-and-Drop.

Simplifies the invoice detail capture process by enabling the most powerful OCR (Optical Character Recognition) technology combined with AI (Artificial Intelligence) to auto-fill all vendor invoice details without the need to maintain OCR Templates.

Improves financial controls by integrating SquareWorks’ Approval Workflow Automation to approve invoices through configurable workflows.

Validates that Vendor Bills and/or Receipts match Purchase Orders and are in compliance with predefined thresholds using SquareWorks’ 3-Way Match Technology.

Delivers a full audit trail of every approval step in the AP Process.

Simplifies the implementation and maintenance due to the solution being 100% NetSuite-Native. There are no integrations to maintain.

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Editions & Pricing

 

  
 
Optical Character Recognition (OCR)
Drag-And-Drop Invoice Upload
Create Invoices from Emails
Invoice Queue Management
Email Notifications
Email Approvals
Customizable Email Templates
3-Way Match (Learn More)
Advanced Vendor Onboarding (Learn More)
Approvals Supported (Learn More)
Included Support

Basic

$1,999*
per year
Optical Character Recognition (OCR) : 100 Invoices/Mo.**
Drag-And-Drop Invoice Upload :
Create Invoices from Emails :
Invoice Queue Management :
Email Notifications : -
Email Approvals : -
Customizable Email Templates : -
3-Way Match (Learn More) : Optional Add-On
Advanced Vendor Onboarding (Learn More) : Optional Add-On
Approvals Supported (Learn More) : -
Included Support: Email

Standard

$4,499*
per year
Optical Character Recognition (OCR) : 500 Invoices/Mo.**
Drag-And-Drop Invoice Upload :
Create Invoices from Emails :
Invoice Queue Management :
Email Notifications :
Email Approvals :
Customizable Email Templates :
3-Way Match (Learn More) : Optional Add-On
Advanced Vendor Onboarding (Learn More) : Optional Add-On
Approvals Supported (Learn More) : Bill Only
Included Support: Email

Advanced

$7,499*
per year
Optical Character Recognition (OCR) : 1,000 Invoices/Mo.**
Drag-And-Drop Invoice Upload :
Create Invoices from Emails :
Invoice Queue Management :
Email Notifications :
Email Approvals :
Customizable Email Templates :
3-Way Match (Learn More) :
Advanced Vendor Onboarding (Learn More) : Optional Add-On
Approvals Supported (Learn More) : Bill, PO or Purchase Requisitions
Included Support: Email

Enterprise

$14,999*
per year
Optical Character Recognition (OCR) : 2,500 Invoices/Mo.**
Drag-And-Drop Invoice Upload :
Create Invoices from Emails :
Invoice Queue Management :
Email Notifications :
Email Approvals :
Customizable Email Templates :
3-Way Match (Learn More) :
Advanced Vendor Onboarding (Learn More) : Optional Add-On
Approvals Supported (Learn More) : Bill, PO and Purchase Requisitions
Included Support: Email

*Option to go above the monthly number of invoices scanned with OCR at a fee of $0.30 per additional invoice. There are no limits or additional charges for invoices processed that are not scanned with OCR.

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Save up to $1,000 when you sign-up for SquareWorks' Premium Support

SquareWorks offers On-Demand NetSuite Administration services. We call this Premium Support. If you need ongoing NetSuite assistance, you can save up to $1,000 on this product. Learn More

Customer Success Story

Ultivue Updated

Through the use of SquareWorks Consulting’s Advanced Bill Management Solution, Ultivue was able to streamline their Accounts Payable process by eliminating paper invoices, automating vendor invoice approval routing and introducing Email approvals for everyone in the company.

“From day one, I was able to take on more work because Advanced Bill Management was able to automate the approval process. This automation was a huge step for us and now we can do more things for the company.”

Christine Legal, Staff Accountant, Ultivue

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Streamline your AP Process in NetSuite

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