Expands invoice automation with auto-created vendor invoices to reduce manual touchpoints and bring greater efficiency to AP teams

Charted, formerly SquareWorks Consulting, today announced the launch of Touchless Invoice Processing, a new capability that automatically creates bills for standardized invoices. Touchless Invoice Processing eliminates unnecessary manual work while maintaining full internal control over approvals. This feature expands on the capabilities of Charted Invoice AI to further reduce manual touchpoints throughout the AP process.

Invoice AI, a system that continuously learns from submitted invoices, then processes those vendor invoices with near-perfect accuracy, provides the basis for Touchless Invoice Processing. In order to adopt a process like Touchless Invoice Processing, organizations require extremely efficient AI-enabled automation they can trust to fully automate the entire AP process.

“Charted is advancing our vision of complete, end-to-end AP automation by making every step of invoice processing effortless and intuitive,” said Lee Jacobs, Head of Product at Charted. “Touchless Invoice Processing embodies our Frictionless by Design philosophy—using intelligent AI and integrationless solutions embedded directly in the ERP to eliminate repetitive work and deliver a truly seamless, touch-free experience for AP teams.”

Benefits of touchless invoice processing include:

• Cut over 25% of manual touchpoints from the typical accounts payable process with auto-created invoices, built on custom selections.
• Review any variances detected and retain complete control over paperwork and approvals.
• Boost accuracy while reducing repetitive work with trusted automation.
• Rely on the most flexible AI-enabled invoice processing automation solution.
• Scale business without requiring additional headcount.

Organizations with a high number of repetitive purchase orders, such as manufacturing, service-based industries and the trades could see significant efficiency gains; organizations with an ideal set-up could see up to 25% of bills be auto-created using Touchless Invoice Processing.

Touchless Invoice Processing is a new capability of Invoice AI, which was launched in 2024, to build upon the original OCR technology offering. Charted proprietary AI capabilities enable natural language directions built upon advanced OCR invoice scanning.

Frequently asked questions about invoice automation and touchless invoice processing:

What does Touchless Invoice Processing mean?

Touchless Invoice Processing is an enhanced capability enabling invoices to be automatically uploaded and saved without an AP user needing to do anything. Approvers can still review the invoice as is standard process, eliminating a repetitive manual touchpoint within the AP process.

Is Touchless Invoice Processing better than OCR?

Touchless Invoice Processing is built on advanced OCR invoice-scanning technology and also relies on proprietary Charted AI to accurately interpret invoice data for your ERP system.

What industries would Touchless Invoice Processing work for?

Any industry with a high number of purchase orders or standardized invoices like utilities bills would benefit from touchless invoice processing. These include manufacturing, service-based industries, organizations working in the trades, and retail organizations.

How many invoices should I expect to be processed automatically without intervention if I adopt Touchless Invoice Processing?

Organizations working in industries with a high volume of similar invoices or purchase orders can see up to 25% of invoices automated using Touchless Invoice Processing.

About Charted

Charted clears the path for finance teams with AP Automation solutions built directly into your ERP—no integrations, no extra systems. Gain real-time clarity on every invoice, approval, and payment so you can focus on what really matters. Eliminate manual data entry with AI-powered capabilities and expense accrual automation to accelerate your month-end close. Combine the power of your full ERP dataset with Charted built-in controls to manage the most complex approvals and workflows, producing results at scale. Backed by decades of ERP best practices and expertise, we enable multi-entity, multi-currency workflows to support your AP automation needs anywhere in the world.

Charted was born from years of hands-on implementation and consulting experience. With consulting roots and product strength, Charted is your one-stop-shop for everything ERP. To find out more, please visit www.charted.com.

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