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C.H. Robinson

SquareWorks Automate

Status: Unverified

A premier NetSuite-native financial automation platform. Enable powerful AP Automation features such AI-Enabled OCR, Automated Approvals, 3-Way Match, Vendor Onboarding and Check Printing without ever leaving your NetSuite account.

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Description

Introducing Automate

A premier NetSuite-native financial automation platform. Enable powerful AP Automation features such AI-Enabled OCR, Automated Approvals, 3-Way Match and Vendor Onboarding without ever leaving your NetSuite account.

Key Benefits

  • Accounts Payable Executive Dashboard: Gain insight into your AP process in seconds with pre-configured reports and dashboards
  • Advanced Vendor Onboarding: Send secure forms to vendors and let NetSuite auto-create or update vendor information
  • AI-Enabled OCR and Invoice Scanning: Elevate your OCR scanning experience with SquareWorks’ proprietary AI and Machine Learning
  • Real-Time 3-Way Match: Maximize your controls with the most advanced, line-by-line 3-Way Match engine
  • Approval Automation: Automate your approval process for all employees without complicated NetSuite Workflows
  • Advanced Check Printing: Eliminate pre-printed check stock with the most advanced check printing engine ever built for NetSuite
  • Advanced Document Management: Simplify how your files are managed in NetSuite with drag-and-drop, split screen views and enhanced file security

What’s Included?

  • Licensed use of the platform from SquareWorks Consulting
  • Technical support in case of issues with standard functionality
  • Functional documentation of the Automate platform
FEATURES

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 Real-Time 3-Way Match validation engine and audit trail.

Fully Automated NetSuite Approvals

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 our Real-Time 3-Way Match validation engine and our approval audit features.

Seamlessly Onboard Vendors in NetSuite

Request information directly from Vendors with the click of a button and easily manage the Vendor Onboarding process. Create and send powerful onboarding forms to fit your business needs. Once Vendors fill out the form, responses are automatically visible in your NetSuite account and kept secure.

Increase Visibility into your AP Process

Manage your entire AP process in seconds with Automate’s pre-configured reports and dashboards. Easily track Vendors, POs, Payables, and Payments in detail to help streamline your AP process.

The Most Advanced Check Printing Solution

The most cost-effective way to print checks on blank check stock in NetSuite. Say goodbye to your pre-printed check stock, lower your check printing costs and enhance your controls by enabling a better way to print checks in NetSuite