Automate Documentation

The latest version of Automate is 2025.1.37. Click here to learn what's new!

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Automate Features

Accounts Payable 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

Invoice AI

Scale invoice processing with high-accuracy AI that adapts to your vendor formats without manual template setup

Real-Time 3-Way Match​​

Maximize your controls with the most advanced, line-by-line 3-Way Match engine available in NetSuite

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

Approval Automation​​

Automate your approval process for all employees without complicated NetSuite Workflows

Payment Automation

Streamline your accounts payable process with the most efficient and secure way to send payments without leaving NetSuite.

Expense Accrual Automation

Automate your manual expense accruals to boost productivity, accelerate the close process, and provide the most accurate expense estimates powered by AI.

Automate Support

Upgrade Process

Learn how to prepare for or perform an upgrade to the latest software version

Getting Help

Learn how to get help with technical issues or software configuration support

Automate FAQs

Check Printing and Configuration

ACH Setup and Timing

ACH Troubleshooting and Reversals

Automate Email Handling

Invoice AI Setup and Configuration

Automate ConfigurationRelease Notes⚠️Automate Platform Alerts

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NetSuite Optimizations

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