Charted, Inc.
Charted, Inc. Leadership & Management
Frequently Asked Questions
As a small organization Charted uses a relatively flat reporting structure. This ensures managers and leadership are often extremely accessible to employees, and employees are regularly engaged to contribute work at various levels.
Charted leadership employs the following:
- Regular 1:1s between employees and managers
- Team meetings with c-suite executives
- Monthly all-hands meetings hosted by the CEO with active engagement
- Tracked employee goals aligned with company OKRs through Teamflect, allowing for self-reviews and 360 feedback
- Teams recognition of employees
- A transparent approach to employee performance
Internal promotion is also commonly employed so employees have upward career mobility despite being a small organization.
At Charted we utilize OKRs to chart the success of all of our teams and ensure we are all working towards our aligned goals. All OKRs are discussed at every monthly all-hands meeting and are discussed ahead of the new year at the fall offsite gathering for all employees. Every employee is expected to track their individual OKRs using Teamflect.
Leaders provide regular updates on the direction of Charted at every monthly all-hands meeting, at quarterly product roadmap updates and at the two company off-site meetings every year, which every Charted employee attends.
Every Charted employee tracks their own goals which are designed to align with the annual OKRs which are employed organization-wide. These annual OKRs are announced ahead of the year so employees are well-versed in them before the goals are being tracked.
As a small company, all employees are interviewed by not only HR and their direct manager, but by the existing team members and the CEO of Charted. Every executive provides a introductory meeting to new employees as part of onboarding. This ensures employees are not only learning about the organization as a whole but also being introduced to leadership from the very beginning.
Charted, Inc. Employee Reviews
What People Are Saying About Charted, Inc.
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Strategic Vision & Planning: Public materials consistently frame a focused strategy—NetSuite-native, AI-enabled AP automation—and a vision to “elevate the role of finance,” reiterated across the site and a CEO-authored rebrand rationale. Execution themes like moving from services/add-ons to an ERP-native SaaS platform and naming product pillars (e.g., international payments, accrual automation) reinforce planned direction.
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Open & Transparent Communication: Leadership describes monthly all-hands, quarterly roadmap updates, biannual offsites, and company-wide OKRs tracked in Teamflect as mechanisms to share direction and drive clarity. Onboarding touchpoints with every executive and an accessible structure indicate frequent, top-down communication.
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Strong Execution: Actions such as opening a U.K./EMEA presence and flagging upcoming e-invoicing alongside the ERP-native thesis show the narrative being operationalized. Product messages about touchless invoice processing and international payments align with the stated plan.
Charted, Inc.'s Benefits
Hosts in-person all-hands meetings
Charted holds a bi-annual Company Wide off site in a different city.
Hosts in-person revenue kickoff meetings
Implements team-based strategic planning
Uses an OKR operational model to clearly define goals and priorities
Utilizes an open door policy that encourages accessibility
