SquareWorks Automate
A premier NetSuite-native financial automation platform
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.
Elevate NetSuite with SquareWorks Automate
Next-level financial automation solutions
built right into NetSuite
Advanced Vendor Onboarding
Send secure forms to vendors and let NetSuite auto-create or update vendor information
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Expense Accrual Automation
Automate manual expense accruals to boost productivity, close faster, and provide accurate expense estimates
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Invoice AI (OCR & Invoice Scanning)
Scale invoice processing with high-accuracy AI that adapts to your vendor formats without manual template setup
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Real-Time
3-Way Match
Maximize your controls with the most advanced, line-by-line 3-Way Match engine
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Advanced Document Management
Simplify how your files are managed in NetSuite with drag-and-drop, split screen views and enhanced file security
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Approval
Automation
Automate your approval process for all employees without complicated NetSuite Workflows
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Advanced Check Printing
Eliminate pre-printed check stock with the most advanced check printing engine ever built for NetSuite
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Payment
Automation
Streamline your AP process with the most efficient and secure way to send payments without leaving NetSuite
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Plans, Editions, and Features
Business Plan
Basic Edition
- Executive Dashboard
- Invoice AI (OCR & Invoice Scanning)
- Payment Automation
Business Plan
Standard Edition
- All Basic features
- Advanced Document Management
- Approval Automation - Invoices, Payments
MOST POPULAR
Business Plan
Advanced Edition
- All Advanced features
- Approval Automation - Any Record Type
- Real-Time 3-Way Match
- Advanced Vendor Onboarding
Enterprise Plan
Custom Solutions
- Invoice Automation
- Payment Automation
- Expense Accrual Automation
- Core AP Platform - Approval Automation, Documents, Vendor Onboarding
- Flexible Implementation and Ongoing Configuration Support
| Executive Dashboard | Basic Edition | Standard Edition | Advanced Edition |
| AP Dashboard & Analytics |
| AI-Enabled OCR and Invoice Scanning | Basic Edition | Standard Edition | Advanced Edition |
| OCR Invoice Scanning | |||
| Invoice Queue Management | |||
| Drag and Drop Invoices to NetSuite | |||
| Email Invoices to NetSuite |
| Payment Automation | Basic Edition | Standard Edition | Advanced Edition |
| 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 |
| Advanced Document Management | Basic Edition | Standard Edition | Advanced Edition |
| Advanced Help | |||
| Drag and Drop Attachments | |||
| Require Attachments on Records | |||
| Integration with AWS for Document Storage |
| Approval Automation - Features | Basic Edition | Standard Edition | Advanced Edition |
| 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 | Basic Edition | Standard Edition | Advanced Edition |
| Invoices | |||
| Payments | |||
| Purchase Orders | |||
| Purchase Requisitions | |||
| Vendor Credits | |||
| Vendors | |||
| Receipts | |||
| Journal Entries |
| Real-Time 3-Way Match | Basic Edition | Standard Edition | Advanced Edition |
| Line-level Purchase Order and Receipt Matching | |||
| Subsidiary, Vendor and Item Tolerances | |||
| Real-Time Variance Report | |||
| Support for Approval Routing |
| Advanced Vendor Onboarding | Basic Edition | Standard Edition | Advanced Edition |
| 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 |
| Support | Basic Edition | Standard Edition | Advanced Edition |
| Technical Support |
| Included Core Features |
| Executive Dashboard |
| AP Dashboard & Analytics |
| 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 |
| Invoices | |
| Payments | |
| Purchase Orders | |
| Purchase Requisitions | |
| Vendor Credits | |
| Vendors | |
| Receipts | |
| Journal Entries |
| 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 |
| Select At Least One Add-On |
| 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 | |
| Print Checks Offsite | |
| Print Checks Onsite | |
| Configurable Check Design | |
| Custom Signature Logic | |
| Blank Check Stock | |
| Digital Signatures |
| 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 |
| Expense Accrual Automation |
| Real-Time Dashboard Reporting | |
| Predictive Accrual Estimates | |
| Audit Verification Documentation | |
| Configurable Approval Routing |
| Support |
| Technical Support |
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 700 Companies
Trust
SquareWorks' Automation Solutions
Automate your financial operations today!
Contact us to find out more about SquareWorks Automate