Logo of SquareWorks Automate

SquareWorks Automate

Website

Last updated on

Company health

Employee growth
54% increase in the last year
Web traffic
1% decrease in the last quarter

Ratings

G2
5.0/5
(1)

SquareWorks Automate description

SquareWorks Automate is a software platform designed specifically for businesses that use NetSuite. It helps manage financial tasks, especially those related to paying bills (accounts payable). It offers tools for bringing new vendors onboard, automating invoice scanning and approval workflows, managing payment approvals, and handling expense reports. The software aims to simplify and automate financial processes, improve accuracy, and provide better control over spending. SquareWorks Automate offers different subscription plans designed for businesses of varying sizes and needs.


Who is SquareWorks Automate best for

SquareWorks Automate is designed for businesses using NetSuite seeking to automate their accounts payable processes. We find it particularly useful for those looking to increase efficiency, gain better visibility into spending, and improve control over financial operations. It effectively caters to businesses ranging from small setups needing basic automation to large enterprises requiring complex workflows.

  • We find SquareWorks Automate suitable for any size company already using NetSuite to automate accounts payable processes.

  • SquareWorks Automate is versatile. In our experience, it is designed to serve businesses across all industries, especially those using NetSuite.


SquareWorks Automate features

Supported

NetSuite-Native AP Automation: Streamline your entire accounts payable (AP) process directly within NetSuite, eliminating the need for separate systems or manual workarounds.

Supported

Enhanced Efficiency, Visibility, and Control: Easily manage vendor relationships, streamline invoice processing, approve with dynamic workflows, securely send payments, and automate expense accruals — all within the familiar NetSuite interface.

Supported

Invoice AI (OCR & Invoice Scanning): Leverage AI-powered Optical Character Recognition (OCR) to automatically extract invoice data, eliminating manual data entry and reducing errors.

Supported

Real-Time 3-Way Match: Ensure accuracy and compliance with automated three-way matching of invoices, purchase orders, and receipts.

Supported

Automated Approval Workflows: Automate approval workflows with configurable rules and notifications, ensuring timely and accurate processing.

Supported

Secure Payment Processing: Securely process payments through various methods, such as checks, ACH, or virtual cards, directly within NetSuite.

Supported

Automated Expense Accruals: Automatically accrue expenses based on invoice data, ensuring accurate financial reporting.

Supported

Real-Time Reporting and Analytics: Gain real-time visibility into AP processes with customizable dashboards and reports, providing insights into key metrics and performance.


SquareWorks Automate alternatives

  • Logo of ApprovalMax
    ApprovalMax
    Automated bill and invoice approvals for tighter spend control.
    Read more
  • Logo of Medius
    Medius
    Streamlines business spending and invoices, saving time and money.
    Read more
  • Logo of Tipalti
    Tipalti
    Automated global payouts, easy tax compliance, less finance headaches.
    Read more
  • Logo of Dice
    Dice
    Control company spending, automate accounting, gain financial insights.
    Read more
  • Logo of PairSoft
    PairSoft
    Automated invoice and purchase order processing for seamless financials.
    Read more
  • Logo of RazorpayX Source to Pay
    RazorpayX Source to Pay
    Control business spending, automate payments, and simplify taxes.
    Read more

SquareWorks Automate FAQ

  • What is SquareWorks Automate and what does SquareWorks Automate do?

    SquareWorks Automate is a NetSuite-native platform designed to automate accounts payable processes. We find it especially helpful for managing vendor onboarding, invoice processing, approvals, and expense reports, ultimately simplifying financial operations and improving accuracy for businesses of all sizes.

  • How does SquareWorks Automate integrate with other tools?

    SquareWorks Automate is designed to work seamlessly within NetSuite, eliminating the need for separate AP systems. We find this native integration a significant advantage, simplifying financial management for NetSuite users. It doesn't list other integrations outside of NetSuite.

  • What the main competitors of SquareWorks Automate?

    We find that SquareWorks Automate's main competitors include ApprovalMax, Medius, Tipalti, and PairSoft. These alternatives offer similar features for automating financial processes, such as invoice processing, payment approvals, and expense management.

  • Is SquareWorks Automate legit?

    Yes, SquareWorks Automate appears to be a legitimate software platform. It integrates with NetSuite to automate financial tasks and boasts positive ratings on G2. We find the significant growth in their LinkedIn employee count to be a positive sign.

  • How much does SquareWorks Automate cost?

    I'm sorry, but pricing information for SquareWorks Automate is not available at this time. We recommend contacting SquareWorks directly for the latest pricing details.

  • Is SquareWorks Automate customer service good?

    There are no customer service reviews available for SquareWorks Automate yet. We encourage you to check back later for updates.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

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