WilliamsMarston Acquires Charted’s NetSuite Services Practice to Expand ERP and CFO Advisory Capabilities

WilliamsMarston has acquired the NetSuite implementation and managed services practice of Charted, expanding its enterprise technology capabilities and bringing ERP consulting closer to its established financial reporting, FP&A and Office of the CFO advisory services.

Announced on October 19, 2026, the transaction transfers Charted’s ERP services team to WilliamsMarston while allowing Charted to remain an independent software company focused on accounts payable automation. The firms have also established a strategic partnership to support shared customers and identify opportunities for collaboration.

The acquisition reflects a significant development in the enterprise software services market: the increasing overlap between ERP implementation, financial operations and the advisory services companies need as their businesses become more complex.

For WilliamsMarston, the deal adds a dedicated NetSuite practice capable of supporting clients from initial system deployment through ongoing administration and optimization. For Charted, it represents a deliberate shift toward developing and expanding its ERP-native AP automation software.

Financial terms were not disclosed.

Bringing ERP Implementation Closer to the Office of the CFO

ERP implementations and finance transformation programmes are closely related, but they are not always managed as a continuous process.

An organization may successfully deploy a new ERP system while continuing to face challenges with financial reporting, forecasting, transaction processing or the integration of acquired businesses. Addressing these issues often requires expertise that extends beyond software configuration.

WilliamsMarston’s acquisition brings those capabilities closer together.

Charted’s NetSuite Services practice provides implementation, configuration, customization, training, ongoing support and managed services for growing and middle-market organizations.

WilliamsMarston already advises companies on financial reporting, FP&A, tax, transactions and the operational requirements of the CFO and Controller functions.

Combining these capabilities gives the firm an opportunity to support both the technical and financial dimensions of enterprise transformation, particularly for businesses managing rapid growth, organizational change or increasingly demanding reporting requirements.

Scott Grillo, Managing Director, NetSuite Services at WilliamsMarston, emphasized the importance of maintaining support beyond the initial implementation.

“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 broader opportunity lies in connecting ERP decisions with their financial consequences.

Changes to an organization’s chart of accounts, entity structure, reporting requirements or approval processes can affect both how NetSuite is configured and how finance teams operate. Treating these requirements together can reduce the disconnect between system implementation and the business outcomes the investment is expected to support.

Charted Shifts Its Focus to ERP-Native AP Automation

The transaction also marks a strategic change for Charted, which has developed its business around both NetSuite consulting and accounts payable automation.

Rather than continuing to operate both activities directly, Charted is transferring its services practice to WilliamsMarston and concentrating on its software platform.

Charted’s AP automation products operate natively within NetSuite, supporting processes including invoice capture, approvals, payments, document matching and expense accruals.

The company’s approach is designed to keep AP workflows within the ERP environment rather than requiring finance teams to manage separate applications and external integrations.

This architecture is particularly relevant for organizations managing multiple legal entities, currencies and complex financial approval requirements, where maintaining consistent transactional information and audit trails can become increasingly difficult.

Charted’s software business, including its products and customer support operations, remains independent of WilliamsMarston.

The companies will continue working together through their strategic partnership, creating a relationship in which WilliamsMarston can provide NetSuite implementation and advisory expertise while Charted concentrates on AP automation.

Bernardo Enciso, Founder and CEO of Charted, said the decision allows the company to focus its resources on software development while maintaining continuity for customers.

“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.”

The distinction is important: WilliamsMarston is acquiring Charted’s services operation, not its AP automation platform.

For existing customers, the companies say they are coordinating the transition of services relationships, while Charted’s software products and support arrangements will continue under Charted.

Expanding the Role of Finance as a Service and AI-Enabled ERP

The acquisition also supports WilliamsMarston’s ambitions in technology-enabled finance advisory.

Its Finance as a Service (FaaS) practice provides outsourced operational and strategic finance support to high-growth and early-stage companies seeking to expand without building equivalent internal finance infrastructure.

Adding NetSuite implementation and managed services could allow WilliamsMarston to connect the technology environment supporting financial transactions with the expertise required to manage reporting, planning and finance operations.

That relationship becomes particularly relevant as companies consider introducing more AI-driven capabilities into their financial processes.

AI applications in finance depend on access to reliable transactional information, clearly defined workflows and consistent accounting controls. ERP systems provide much of that underlying structure, but successful adoption also requires an understanding of how finance teams use the information and where automation can be introduced responsibly.

WilliamsMarston has identified AI-enabled ERP capabilities as a potential area for further expansion, although the acquisition announcement does not introduce a new AI product or specify a development timetable.

Sanjay Ramaswamy, CEO of WilliamsMarston, described the deal in the context of increasingly complex finance technology requirements.

“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 addition of specialist NetSuite expertise provides a foundation for that strategy, although the commercial and operational impact will depend on how effectively WilliamsMarston integrates the practice into its wider advisory services.

A Changing Relationship Between ERP Consulting and Finance Technology

The transaction illustrates two distinct approaches to specialization within the enterprise software market.

WilliamsMarston is expanding the range of services it can provide across ERP implementation, finance operations and strategic advisory. Charted is narrowing its direct focus to software development and AP automation.

These approaches are complementary rather than necessarily competing.

ERP customers frequently require both ongoing implementation expertise and specialized applications that address particular financial processes. The question is how effectively those services and technologies can operate together without creating additional complexity.

For growing and private equity-backed companies, this can be particularly important during acquisitions, organizational restructuring and periods of rapid expansion, when financial systems must accommodate changing entity structures, reporting requirements and operational processes.

The WilliamsMarston–Charted partnership offers a potential model for meeting those needs through separate but cooperating organizations.

However, the announcement does not establish specific joint delivery targets, customer performance improvements or a timetable for new AI-enabled services.

The immediate priority will be continuity for existing services customers and the integration of the acquired NetSuite team into WilliamsMarston’s advisory business.

Over time, the success of the arrangement will depend on whether clients benefit from more coordinated ERP implementation, financial management and ongoing support.

For the wider NetSuite ecosystem, the acquisition underscores an important shift: ERP expertise is becoming increasingly valuable not simply for deploying software, but for helping finance organizations manage the operational and strategic demands that follow implementation.