Rapid Growth Recognition Charted, formerly SquareWorks, has demonstrated significant growth by ranking No. 1916 on the 2025 Inc. 5000 list, indicating a strong market presence and expanding customer base, which presents opportunities to engage rapidly growing finance and ERP clients.

Strategic Product Launches The company has recently launched innovative solutions such as Invoice AI and Expense Accrual Automation, showcasing its focus on AI-driven automation and workflow efficiency—key areas where sales teams can target organizations seeking digital transformation in accounts payable and financial management.

Global Expansion & Partnerships With recent awards for global expansion and strategic partnerships with firms like DATABASICS and OpFocus, Charted is expanding its reach across international markets and enhancing its service offerings, opening avenues for sales of enterprise-level solutions and consulting deployments.

Market Focus on Financial Automation Charted specializes in AP Automation integrated directly within NetSuite, targeting companies looking to streamline complex approvals, multi-entity workflows, and real-time invoice processing—ideal prospects for expanding sales of financial automation tools.

Customer Base & Revenue Range Serving companies with revenues between $25M and $50M, Charted's clientele includes mid-sized enterprises with growth ambitions. This demographic represents an opportunity to tailor upsell and cross-sell solutions that support scaling financial operations and digital transformation.