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Automate: A Premier NetSuite-native Financial Automation Platform

SquareWorks Consulting is a NetSuite partner focused on elevating its customers’ experiences with exceptional automation solutions through their product, Automate. With this NetSuite-native financial automation platform, customers can enhance and take NetSuite to the next level. 

Unlock the power of AP Automation by leveraging SquareWorks’ Optical Character Recognition (OCR) technology to automate invoice capture, match data, and accelerate processing using advanced AI algorithms. Streamline how you request, manage and update Vendors with powerful digital onboarding forms without ever leaving NetSuite. 

Easily configure all your approval requirements and let your Employees – regardless of their NetSuite access – approve transactions right from their Email Inbox. Save time with a fully automated approval process and keep strong controls by using SquareWorks’ Real-Time 3-Way Match validation engine and approval audit features.


Want to learn more about how SquareWorks can enhance your NetSuite system?


Automate Features

  • Accounts Payable Executive Dashboard
  • Advanced Vendor Onboarding
  • AI-Enabled OCR and Invoice Scanning
  • Real-Time 3-Way Match
  • Approval Automation
  • Advanced Check Printing
  • Advanced Document Management
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