Advisory firm WilliamsMarston has announced the completion of an acquisition involving the NetSuite Services division previously operated by Charted, a software provider specializing in artificial intelligence-driven accounts payable automation. The strategic transaction is designed to bolster the acquiring firm office of the chief financial officer and controller services while simultaneously broadening its technological footprint in enterprise resource planning.
Strengthening Advisory Capabilities
Following the transaction, Charted will maintain its independent operations focused primarily on accounts payable software solutions. However, both organizations have established a collaborative partnership to service shared corporate clients moving forward. The integration adds specialized ERP expertise to the Boston-headquartered accounting, tax, and valuation consultancy, which currently maintains a workforce of 350 professionals supporting private equity-backed, pre-IPO, and public enterprises.
- Acquisition of specialized enterprise software services division
- Expansion of office of the chief financial officer advisory offerings
- Ongoing partnership for shared accounts payable clients
Addressing Complex Technology Environments
Corporate leadership noted that modern organizations face significant challenges when managing technology-enabled finance operations. Addressing these demands requires a strategic approach that encompasses security, data management, and artificial intelligence enablement.
According to executive leadership at the advisory firm, clients require comprehensive support that connects overarching financial strategy with day-to-day systems and operations. The newly integrated team brings specialized experience to help businesses manage system implementations, ongoing operational support, and broader corporate transformations.
Future Support and Integration
The newly absorbed NetSuite Services division will operate under the leadership of its existing managing director, who emphasized that growing businesses require continuous system adaptability rather than one-off implementations. Combining specialized enterprise resource planning experience with broader advisory capabilities enables the firm to deliver expanded transaction support, tax services, and strategic financial planning.
Industry observers note that the transaction reflects a broader trend among professional services firms seeking to deepen their technical advisory capabilities as corporate finance departments increasingly adopt automated systems and artificial intelligence tools to manage complex operational workflows.