Charted, Inc. Company Stability & Growth

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.