As we reflect on the year 2023, we express our sincere gratitude to our valued customers for their unwavering support, which has been instrumental in propelling our company forward. This year has been marked by noteworthy milestones, from the launch of new features to the expansion of our services—each achievement contributing to the evolving narrative of our success story. Join us as we dive into this year’s highlights, celebrate the wins, and anticipate the exciting developments on the horizon.

Product Updates

In our continuous commitment to providing cutting-edge solutions, SquareWorks’ NetSuite-native AP Automation Suite advanced in features and functionality this year, opening doors to a range of robust capabilities tailored to elevate your financial operations:

• Seamless Vendor Onboarding: Streamline onboarding by requesting information directly from vendors with a click of a button. Once vendors complete the form, responses are automatically visible in your NetSuite account.
• AI-Enabled OCR for Automated Invoice Data Capture: Extract information from invoices accurately, minimizing errors, and enhancing efficiency in your accounts payable processes.
• Fully Automated Approvals: Automate the approval process for all employees without complicated NetSuite Workflows and allow employees regardless of NetSuite access to review and approve.
• Maximize Controls with 3-Way Match: Receive real-time validations as NetSuite users receive goods or process invoices from vendors, comparing POs, Receipts, and Vendor Bills to identify variance violations.
• Simplified Document Management: Facilitate easy access and organization of essential documents in NetSuite with drag-and-drop, split screen views, and enhanced file security.
• Secure Payment Processing: Efficiently manage your accounts payable process with flexible payment options, including ACH and Check Printing, providing you with the necessary controls to review and approve payments before they are released.

Services Updates

In addition to enhancing our AP Automation Suite, we continue to provide exceptional consulting services for businesses at every stage of their NetSuite journey. Whether you’re just getting started or seeking ongoing support, our team is ready to assist. Our recent QuickStart option allows you to launch NetSuite in 90 days or less. With this, you not only fast-track your NetSuite implementation but also gain the flexibility to add additional features and functionalities as your business evolves.

Throughout the year, our seasoned US-based consultants optimized NetSuite environments for hundreds of companies, addressing changing business demands through comprehensive system health checks, process refinement, and deployment of new functionalities. A particular area of expertise for us continues to be guiding companies through mergers and acquisitions (M&A) by seamlessly integrating acquired entities into their existing NetSuite environments and/or carving out a company from NetSuite. Our dedicated team manages both functional and data migration needs, allowing you to concentrate on other critical M&A tasks.

Furthermore, our commitment to enhancing your NetSuite experience is reinforced through our Premium Support plans where our Functional Consultants guide you in leveraging NetSuite’s existing and upcoming features, creating new reports, and more. This year, we introduced our Technical Support plans to complement our existing Premium Support customers. With this, you have on-demand access to our skilled Technical Services Team to help with unexpected technical issues as they arise and assistance with troubleshooting or a new customization.

SuiteWorld Sponsorship

This year, SquareWorks proudly continued its tradition of participating as a Gold Sponsor at NetSuite’s annual conference, SuiteWorld. The event was a resounding success, enabling us to connect with other NetSuite users, showcase SquareWorks AP Automation Suite and NetSuite services, and learn about the latest product updates during keynote sessions. As a highlight of our SuiteWorld experience, SquareWorks, in collaboration with Netgain and SCS Cloud, hosted an event at the High Roller, soaring above the iconic Las Vegas sunset and nightlife. We extend our gratitude to everyone who attended, making it an unforgettable evening of networking and celebration.

Our Commitment to Excellence

SquareWorks remains dedicated to partnering with customers to elevate their NetSuite experience through automation solutions and consulting services. As we reflect on the strides made in product innovation, service offerings, and team connectivity, we look forward to the continued growth of our company and the positive impact we can bring to our clients’ NetSuite experiences. Thank you for being part of our journey, and we anticipate even more exciting developments in the future!