Key Takeaways
- • WilliamsMarston, a Boston-based national accounting, tax, technology, transaction and valuation advisory firm with 350 professionals, acquired the ERP Services practice from Charted, a provider of ERP-native AP automation software.
- • The Charted ERP Services team implements, configures and customizes ERP platforms for growing and middle-market companies, and also provides managed services, maintenance, training and advisory work.
- • The deal expands WilliamsMarston's technology-enabled advisory offering and creates a platform to grow AI-enabled ERP capabilities, including through its Finance as a Service (FaaS) practice.
- • Charted remains an independent company focused on AP automation, and the two firms will form a strategic partnership to jointly serve shared clients.
- • No deal value was disclosed in the announcement.
Summary
WilliamsMarston announced that it has acquired the ERP Services practice from Charted, according to a Business Wire release dated October 19, 2026. WilliamsMarston describes itself as a national leader in complex accounting, tax, technology, transaction and valuation advisory services, serving pre-IPO, public and private equity-backed companies. The acquisition brings experienced ERP professionals into the firm and extends its technology-enabled advisory capabilities.
The acquired team helps growing and middle-market companies implement, configure and customize their ERP platforms. It also provides managed services, maintenance support, training and advisory services to organizations using these platforms. WilliamsMarston said the addition strengthens its ability to address critical finance function needs and complements its existing work across the Office of the CFO and Controller. The firm also cited the potential to expand its AI-enabled ERP capabilities over time, including through its Finance as a Service practice, which provides outsourced operational and strategic finance and accounting support to high-growth and early-stage companies.
Scott Grillo, Managing Director, ERP Services at WilliamsMarston, said clients need more than an ERP implementation and need a partner able to support systems as their businesses change. Sanjay Ramaswamy, CEO of WilliamsMarston, said the firm will help clients connect finance strategy, systems and operations from implementation through ongoing support and transformation.
Charted continues to operate independently as a provider of ERP-native AP automation software, and the two companies will form a strategic partnership to jointly support shared clients. Bernardo Enciso, founder and CEO of Charted, said the Charted ERP Services team has done strong work for clients and that the move lets Charted focus fully on its AP automation software. He said existing AP automation customers will continue to work with the same product and team. The release did not disclose financial terms of the transaction.
The acquired team helps growing and middle-market companies implement, configure and customize their ERP platforms. It also provides managed services, maintenance support, training and advisory services to organizations using these platforms. WilliamsMarston said the addition strengthens its ability to address critical finance function needs and complements its existing work across the Office of the CFO and Controller. The firm also cited the potential to expand its AI-enabled ERP capabilities over time, including through its Finance as a Service practice, which provides outsourced operational and strategic finance and accounting support to high-growth and early-stage companies.
Scott Grillo, Managing Director, ERP Services at WilliamsMarston, said clients need more than an ERP implementation and need a partner able to support systems as their businesses change. Sanjay Ramaswamy, CEO of WilliamsMarston, said the firm will help clients connect finance strategy, systems and operations from implementation through ongoing support and transformation.
Charted continues to operate independently as a provider of ERP-native AP automation software, and the two companies will form a strategic partnership to jointly support shared clients. Bernardo Enciso, founder and CEO of Charted, said the Charted ERP Services team has done strong work for clients and that the move lets Charted focus fully on its AP automation software. He said existing AP automation customers will continue to work with the same product and team. The release did not disclose financial terms of the transaction.
Go deeper than the headline
Research every firm in this story, track the ones that matter and get the daily briefing — free for 7 days.