Automate Documentation

The latest version of Automate is 2025.1.2. 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 ConfigurationRelease Notes⚠️Automate Platform Alerts

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NetSuite Premium Support

If you don’t have a full-time NetSuite Administrator or you’re simply looking to focus on other priorities, our Premium Support Team will work with you to help you get what you need from NetSuite. You’ll be assigned a primary Functional Consultant that will learn about your team and your company and will assist on an ongoing basis with any NetSuite Administrative requests.

NetSuite Optimizations

Keep up with changing business demands by leveraging NetSuite in the most effective way possible. SquareWorks’ NetSuite Optimization Projects range from in-depth system health checks to refinement of existing processes to deployment of new functionality. Let our experienced consultants make sure you are getting the most out of your investment in NetSuite.