Charted, Inc.

As a company with many fully remote employees, Charted offers a flexible and supportive work environment to employees across the US. Job satisfaction at Charted is supported through clear growth paths, ongoing recognition programs including an internal Employee Awards program, and twice-yearly company offsites for all employees to attend. In 2025 Charted increased its maternity and paternity leave, and continues to build on its employee wellness and benefits offerings.

In 2025 Charted employees completed the Energage workplace survey; with a 76% response rate, employees reported a 93% Overall Workplace Experience Score. 
 

Employees say they would recommend Charted as a workplace because of the supportive and collaborative environment, with a positive work culture. The remote work policy and support of work-life balance is why Charted has a 93% Overall Workplace Experience Score.
 

Charted, Inc. is recognized as a small but growing organization - doubling headcount in the last year, while maintaining a 4.5 star rating on Glassdoor.

Charted has won numerous awards in the last few years, including ranking #218 on the Deloitte Fast 500 in 2024, ranking #1,916 on the Inc. 5000, and being shortlisted for the FinTech Awards. Despite this monumental growth, employee satisfaction remains high. Not only does Charted have satisfied employees, Charted has a 95% customer retention rate and high CSAT scores.

Working at a small organization naturally has some challenges. When a person leaves, the impact is felt more when teams are smaller, and when a large project looms it can be all-hands-on deck. However, leadership is always committed to ensuring people are taking regular PTO and attempts are always made to appropriately backfill positions and set up chains of command to ensure work doesn't fall to the wayside or end up burdening employees.

Employees can also struggle with the high visibility at a small organization - everyone has a direct and visible impact on what we do. This also means sometimes taking on responsibilities outside a standard job description as we continuously push for growth and innovation at Charted.

Charted has excellent reviews from both employees on Glassdoor and from our customers on G2.

The Charted vision is to elevate the role of finance, empowering teams to drive business innovation and growth.

The Charted pillars are:

1. High-quality work

2. Culture of collaboration

3. Customer centricity

4. Business, finance, and NetSuite expertise

In order to ensure we can provide the best in service to our customers, at Charted we understand that our employees are the backbone of our organization. We embody our culture as a collaborative, dynamic, and innovative organization by offering employees the following:

• Unlimited PTO
• A day off for every employee on their birthday
• Scheduled time for giving back to our communities
• Two offsites every year, for all Charted employees to get together and spend time face to face, both working and providing bonding activities
• Internal promotions
• Regular meetings and face time with executive leadership

As a remote-first organization, the company is committed to a strong online work culture, utilizing Microsoft Teams, Viva Engage, regular check-ins, and maintaining two company off-sites every year to ensure facetime for employees across the United States.

Collaboration is part of daily life, and Teams, Asana, Jira, and other platforms are all in use to keep departments in sync across the organization. As an organization who provides both consulting and software, we operate in a cross-functional and cross-collaborative environment, regularly using both sides of the business to stay on the pulse of customer needs.

Charted operates as a customer-centric organization, which aligns all pieces of the business. Charted employees are also regularly promoted internally.
 

Employees are regularly highlighted and featured through Teams, and kudos are regularly encouraged by all employees. Similarly, employee awards are formally announced at the annual fall offsite meeting where all employees fly in to attend and interact as an organization. Charted also celebrates all employees with birthday reminders (and every employee receives a day off for their birthday) as well as work anniversary reminders.

At Charted, we’re committed to making our hiring process inclusive and fair. We use structured interviews and consistent evaluation criteria to reduce bias and ensure all candidates are assessed on their skills and experience. We actively source diverse candidate pools and provide training to hiring managers on interviewing practices. Additionally, we focus on clear communication and transparency throughout the process, ensuring every candidate has a positive experience. Our goal is to build diverse teams while giving everyone an equal opportunity to succeed.

At Charted, we’re committed to helping employees grow and advance in their careers. We offer clear career paths across different functions, with defined levels and expectations for each role. Employees have opportunities for skill development through mentorship, training, and cross-functional projects. We also encourage internal mobility, so high performers can explore new roles or take on increased responsibilities as they grow. Overall, we aim to provide a supportive environment where people can build their careers and reach their professional goals.

At Charted, we support employees in learning new skills through a variety of programs and resources. This includes access to online learning platforms, internal training sessions, and NetSuite certification trainings. We also encourage mentorship and coaching, where employees can learn directly from colleagues with expertise in different areas. Additionally, we provide opportunities for employees to take on cross-functional projects or stretch assignments to gain hands-on experience in new skills. Our goal is to create an environment where continuous learning is part of the culture, so employees can grow professionally and stay ahead in their roles.

Charted offers structured and informal mentorship and coaching opportunities. Employees can be paired with experienced colleagues or managers who provide guidance on career growth, skill development, and navigating new challenges. We also have regular check-ins and coaching sessions with managers to support performance and development goals. In addition, employees can seek out cross-functional mentors to gain perspective on other areas of the business. Overall, the focus is on providing guidance and support to help employees grow professionally and achieve their career objectives.

Charted covers 80–100% of employee health-insurance premiums — approximately 13% above industry average; offers PPO plans with dental and vision coverage; provides a 401(k) with an annual employer contribution; offers unlimited PTO and 12 paid company holidays, plus an additional birthday day off; provides 10 weeks of paid parental leave for birthing mothers and 6 weeks for fathers; includes a $500 home office reimbursement for new hires and $250 annually for upkeep; funds a monthly cell phone/internet allowance; and offers a confidential Employee Assistance Program (EAP) for personal, family, and work-related support, demonstrating a comprehensive benefits package with strong healthcare coverage, generous time off, and meaningful perks that enhance daily life.

Employees frequently highlight ease of benefits enrollment, responsive support during open enrollment, and stipends that are simple to use as standout features.

Leadership reinforces this by benchmarking plans and perks annually against market data, reviewing employer contributions each year, and soliciting employee feedback to continuously improve offerings. Additional signals include high benefits satisfaction scores in employee surveys, strong 401(k) participation, and positive Glassdoor reviews referencing perks and flexibility.

At Charted, we take work-life balance very seriously. We’re fully remote, with a Boston office for those who prefer a hybrid setup, and we trust our employees to manage their work and schedules responsibly. We understand that many team members have children or other commitments, so we provide flexibility and treat employees like adults. We maintain clear lines of communication, regularly assess workloads to prevent burnout, and offer unlimited vacation time to help employees recharge.

In addition, we encourage employees to set boundaries and prioritize their well-being, and we support professional development alongside personal needs. Our leadership models this balance, and we have resources like wellness programs and mental health support to help employees manage stress. Overall, our approach is focused on results, well-being, and creating a supportive environment where employees can thrive both professionally and personally.

As a remote-first organization with an unlimited PTO policy, Charted employees are encouraged to strive for balance. Leadership at Charted understands that well-rested employees are able to perform at a higher level. Leadership models this by taking their own vacations as well and enabling employees to handle their workloads independently.

We take mental health and well-being seriously and offer multiple ways to support our employees. This includes access to an Employee Assistance Program (EAP) for confidential counseling, wellness resources, and tools like mindfulness apps. We encourage employees to take time off when needed, offer unlimited vacation, and foster a culture that values work-life balance. Managers check in regularly with their teams to ensure workloads are manageable and provide guidance and support. Overall, at Charted we aim to create an environment where employees feel supported, can manage stress, and maintain both their professional and personal well-being.

As a small organization Charted uses a relatively flat reporting structure. This ensures managers and leadership are often extremely accessible to employees, and employees are regularly engaged to contribute work at various levels.

Charted leadership employs the following:

• Regular 1:1s between employees and managers
• Team meetings with c-suite executives
• Monthly all-hands meetings hosted by the CEO with active engagement
• Tracked employee goals aligned with company OKRs through Teamflect, allowing for self-reviews and 360 feedback
• Teams recognition of employees
• A transparent approach to employee performance

Internal promotion is also commonly employed so employees have upward career mobility despite being a small organization.

At Charted we utilize OKRs to chart the success of all of our teams and ensure we are all working towards our aligned goals. All OKRs are discussed at every monthly all-hands meeting and are discussed ahead of the new year at the fall offsite gathering for all employees. Every employee is expected to track their individual OKRs using Teamflect.

Leaders provide regular updates on the direction of Charted at every monthly all-hands meeting, at quarterly product roadmap updates and at the two company off-site meetings every year, which every Charted employee attends.

Every Charted employee tracks their own goals which are designed to align with the annual OKRs which are employed organization-wide. These annual OKRs are announced ahead of the year so employees are well-versed in them before the goals are being tracked.

As a small company, all employees are interviewed by not only HR and their direct manager, but by the existing team members and the CEO of Charted. Every executive provides a introductory meeting to new employees as part of onboarding. This ensures employees are not only learning about the organization as a whole but also being introduced to leadership from the very beginning.

Charted demonstrates innovation at every level—from product design to internal operations.
Over the past year, Charted has launched three groundbreaking capabilities that redefine how businesses manage accounts payable:

• Accrual Automation enables customers to automatically calculate expenses that haven’t yet been billed, eliminating manual estimation and improving financial accuracy.
• Touchless Invoice Processing uses AI to process standardized invoices entirely without human intervention, freeing AP teams from repetitive work.
• International Payments expands our payment automation suite globally, allowing customers to pay vendors in local currencies directly within our platform.

Innovation at Charted extends beyond product releases. Our leadership team champions an AI-first approach, embedding intelligence not only in the product experience but also in how we build, test, and deliver software. A dedicated R&D function explores emerging technologies and prototypes new ideas that later evolve into customer-ready features.

Together, these initiatives showcase a culture of continuous improvement at Charted—where innovation isn’t a department, it’s our default operating mode.

Charted continues to operate in a start-up mentality, where efficiency and innovation work hand-in-hand to drive growth. Different departments use different AI-enabled tools designed for a specific purpose, to ensure the right tool is being used for the correct job. This policy ensures Charted can continue to deliver premier NetSuite-native solutions while maintaining a lean structure that is always working efficiently.

Our Product team holds monthly AI training sessions to continuously refine how we use AI for research, content creation, user-experience design, and product strategy. Meanwhile, our Engineering team not only uses AI for code generation but also but also for architectural analysis, automated refactoring, test case expansion, and performance optimization. Code reviews increasingly include AI-assisted validation to detect regressions and security vulnerabilities early in the lifecycle. Our CI/CD pipelines leverage AI-based analysis to flag anomalies, improve build reliability, and shorten feedback loops and accelerate release cycles without compromising quality.

Even this award submission reflects that commitment—written collaboratively with the same AI systems that power the innovation of Charted every day.

Charted embraces new technology faster—and more completely—than most companies its size.
AI is not a future initiative at Charted; it’s a fully integrated part of how we work today. Every stage of our product lifecycle—from ideation and design to development and delivery—incorporates AI-driven tools and workflows. This has enabled our teams to operate at significantly higher capacity and speed than industry benchmarks.

Charted is a people-first organization, and the people we always start with are our employees. When our employees feel supported, we know they’ll do everything they can to support our customers and partners too. We also recognize there is life outside work, and we encourage our employees to give back to their local communities, whether that’s in our headquarter the northeast, central Texas, the capital of Mexico, or anywhere else our employees live. Employees are given dedicated time to support their charity of choice, and in return, Charted makes a small donation to the charities our employees work with.

Charted has been included in both the the Deloitte Fast 500 in 2024, ranking #218 on the list, and the Inc. 5000 in 2025, placing #1,916 out of the fastest growing 5000 companies in America. Charted has shown exceptional growth over the last five years to place on these lists. Charted is backed by Level Equity, a leading growth equity firm focused on scaling high-growth software businesses.

Charted is backed by Level Equity, a leading growth equity firm focused on scaling high-growth software businesses.

Charted’s position in its industry is strong and accelerating. We’re one of the leading NetSuite-native AP automation platforms—built to run entirely inside NetSuite—so customers avoid fragile connectors and get real-time control from invoice capture to payment.

Commercial momentum. Over the last year Charted has grown ARR ~40% YoY, serves 1,000+ customers across software and services, and maintain a 5-star G2 rating. The Charted website features 20 customer case studies spanning life sciences, renewable energy, PE-backed rollups, and more—evidence of broad fit and measurable ROI.

Third-party validation. Charted (formerly SquareWorks) ranked #218 on Deloitte’s 2024 Technology Fast 500 in North America, reflecting multi-year growth. Our solutions are listed on NetSuite’s SuiteApp marketplace, reinforcing our native footprint.

Backing and durability. We’re supported by Level Equity, a growth-equity investor with an active software portfolio, providing both strategic partnership and access to additional capital as we scale.

Together, these proof points—category-defining native architecture, sustained growth, a large and satisfied customer base, recognized momentum, and committed investor support—underscore Charted leadership and staying power in NetSuite-centric AP automation.

The growth trajectory of Charted is underpinned by strong quantitative metrics, strategic investment, and a clear roadmap for scaling.

1. Rapid growth and external recognition. Charted was ranked #218 on the Deloitte Technology Fast 500 in 2024, and placed #1,916 on the Inc. Group 5000 in 2025, placing the company among America’s fastest-growing companies.
2. Sustained high growth in ARR. Over each of the last five years, Charted has delivered 40%+ ARR growth annually, reflecting both operational discipline and strong market demand.
3. Expanding customer base. We have grown our core software customer count from about 100 in 2020 to over 800 today, demonstrating consistent customer acquisition and adoption.
4. Strategic capital injection and team expansion. In Q4 2023 we secured a growth equity investment from Level Equity and subsequently grew our employee headcount from 32 to 75+ in a short time. This investment has allowed us to significantly expand product and engineering resources.
5. Product expansion driving future growth. Leveraging the additional investment, Charted is accelerating the build-out of new product lines and advanced features—deepening value for existing customers and opening new market opportunities.
6. Long-term global growth strategy. Building on this foundation, Charted plans to expand into EMEA and other international markets beginning in 2026, while continuing to scale ARR and headcount at a similar pace over the next five years.

Together, these indicators — sustained high growth, a rapidly expanding customer base, strategic investor support, and a clear plan for international expansion — underscore a strong and durable growth trajectory at Charted.

Charted’s growth is built on a foundation of financial discipline, strong recurring revenue, and long-term vision. With more than 1,000 customers worldwide and five consecutive years of 40%+ ARR growth, Charted has established itself as one of the leading NetSuite-native AP automation platforms in the market.

The company is debt-free and scaling efficiently toward profitability, supported by a healthy balance sheet that provides ample runway for continued investment. At our current trajectory, we don’t anticipate the need for additional funding, though our growth equity partner, Level Equity, provides the flexibility to accelerate expansion if strategic opportunities arise.

This combination of financial strength, consistent execution, and investor partnership gives Charted a stable foundation for the future. Looking ahead, we plan to continue expanding our product portfolio, investing in our team, and entering international markets (beginning with EMEA in 2026) — positioning Charted for sustainable, long-term success.