WilliamsMarston Acquires NetSuite Services Practice from Charted

WilliamsMarston Acquires NetSuite Services Practice from Charted

Acquisition expands the firm's ability to help clients transform their finance functions and provides a broader range of ERP solutions to support clients' evolving needs; Charted continues as an independent company focused on ERP-native AP automation

WilliamsMarston, a national leader in complex accounting, tax, technology, transaction, and valuation advisory services, announced its acquisition of the NetSuite Services practice from Charted, a provider of ERP-native AP automation software. The acquisition brings experienced NetSuite professionals to WilliamsMarston and further expands the firm's technology-enabled advisory capabilities. Charted continues to operate independently providing accounts payable software, with the two companies forming a strategic partnership focused on jointly supporting shared clients.

The Charted NetSuite Services team helps growing and middle-market companies implement, configure, and customize NetSuite, a leading cloud-based ERP platform. The team also provides managed services, maintenance support, training, and advisory services to organizations using the platform.

The addition strengthens WilliamsMarston's ability to help clients address critical finance function needs and complements the firm's existing capabilities across the Office of the CFO and Controller. It also provides a platform for WilliamsMarston to further expand its AI-enabled ERP capabilities over time, including through its Finance as a Service (FaaS) practice, which provides outsourced operational and strategic finance and accounting support to high-growth and early-stage companies seeking to scale efficiently without significant internal headcount or infrastructure.

"Our clients need more than an ERP implementation, they need a partner who can provide the expertise and ongoing support to help their systems keep pace as their businesses change," said Scott Grillo, Managing Director, NetSuite Services at WilliamsMarston. "Joining WilliamsMarston gives us the opportunity to combine our NetSuite experience with the firm's extensive capabilities, creating new ways to support both our existing clients and companies we haven't yet had the opportunity to serve. Together, we can help clients address a wider range of needs, from FP&A and transaction advisory to tax and AI-enabled ERP strategy, while continuing to deliver the responsiveness and service they value."

The acquisition also brings together complementary expertise across technology, finance, and advisory services, creating opportunities to support clients at different stages of their growth and transformation.

"As companies navigate increasingly complex environments for technology-enabled finance, they need a partner who brings a business-first perspective to address their data, technology, and security needs as well as appropriate AI-enablement," said Sanjay Ramaswamy, CEO at WilliamsMarston. "We're excited to welcome the NetSuite Services team to WilliamsMarston, whose deep expertise and people-focused approach will strengthen our ability to help clients connect their finance strategy, systems, and operations from implementation through ongoing support and transformation."

The partnership reflects both companies' shared commitment to delivering high-quality solutions and service to their clients.

"Scott and his team have done great work for our clients, and I've known WilliamsMarston's founders for years, so I'm confident the team and its clients are in good hands," said Bernardo Enciso, founder and CEO of Charted. "This lets us put all our focus on our AP automation software and on working closely with partners like WilliamsMarston. Our AP automation customers will keep working with the same product and the same team at Charted."

About WilliamsMarston

WilliamsMarston is a national accounting, tax, technology, transaction, and valuation advisory firm serving pre-IPO, public, and private equity-backed companies managing rapid growth and transformation. With 350 professionals, the firm combines deep technical expertise with practical experience - including leadership from the Big Four - to help clients navigate their most complex and high-stakes challenges.

For more information, please visit williamsmarston.com and follow WilliamsMarston on LinkedIn.

About Charted

Charted clears the path for finance teams with AP automation solutions built directly into their ERPs, without integrations or extra systems. Gain real-time clarity on every invoice, approval, and payment so finance teams can focus on what really matters. Eliminate manual data entry with AI-powered capabilities and expense accrual automation to accelerate the month-end close. Combine the power of the full ERP dataset with Charted's built-in controls to manage the most complex approvals and workflows, producing results at scale. Backed by decades of ERP best practices and expertise, Charted enables multi-entity, multi-currency workflows to support your AP automation needs anywhere in the world. To find out more, please visit www.charted.com.

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Shannon Tucker

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