Bills checked. Every handoff on time.
Carrier bills, PODs, quotes and late loads, handled the way your desk already runs them.
Watch a carrier bill checked against the load. Only the charge nobody approved reaches your settlement lead.
It reads the carrier bill, finds the rate con, the BOL and the POD for that load, and compares the linehaul, the fuel and every accessorial. If they agree, the bill is cleared to pay. If a charge was never agreed, it waits for your settlement lead.
This is how it usually runs. Yours follows your own steps and approvals, set with the people who do the job.
27 agents for the paperwork behind every load. Quotes, bookings, bills and chasers.
- Finance
Carrier invoice audit
Audits every carrier bill against the rate con, BOL and POD, and holds surprise charges
What’s included - Business Operations
Shipping and customs documents
Reads shipping documents into your transport system and prepares the customs entry
What’s included - Finance
POD and billing packets
Builds the billing packet each customer wants, and invoices the load once the POD is in
What’s included - Customer Support
Shipment exception updates
Spots loads running late, drafts the customer update, and flags what needs a dispatcher
What’s included - Business Operations
Request intake
Gets internal requests approved and done
What’s included - Business Operations
Order entry from email
Keys emailed and PDF orders into your order system
What’s included - Customer Support
Shared inbox triage
Sorts the shared inbox and answers the routine mail
What’s included - Customer Support
Returns and warranty claims
Checks each claim against your policy and the order
What’s included - Sales & Marketing
Quote creator
Drafts quotes from your price book
What’s included - Business Operations
Cross-system handoffs
Sets up a signed order in every system
What’s included - Finance
Three-way reconciliation
Ties sub-ledger, ledger and bank daily
What’s included - Business Operations
KPI roll-up
Pulls every team’s numbers into one view
What’s included - Business Operations
The Friday report
Has the weekly report ready by Friday
What’s included - Finance
Invoice matching
Matches invoices to POs and receipts
What’s included - Finance
Collections follow-up
Chases overdue invoices every morning
What’s included - Business Operations
Vendor onboarding
Sets up new vendors with tax and bank checks
What’s included - Finance
Vendor inquiries
Answers vendor payment questions from the ledger
What’s included - Finance
Cash application
Matches every payment to the invoices it pays
What’s included - Customer Support
Ticket triage and refunds
Resolves what is within your limits
What’s included - Customer Support
Escalation handoff
Hands tickets over with the full story
What’s included - Customer Support
Customer onboarding
Runs each new account’s setup checklist
What’s included - HR
Interview scheduling
Books interviews across every calendar
What’s included - HR
Candidate screening
Summarizes each applicant against your criteria
What’s included - HR
Compliance paperwork
Files and tracks the forms every hire needs
What’s included - HR
Training tracker
Chases required training before it lapses
What’s included - Compliance & Audit
Filing calendar
Keeps every filing on time, with an owner
What’s included - Compliance & Audit
Contract obligations
Pulls every obligation and date out of your contracts
What’s included
Every agent here is already built, and each one has a full page. Bring the one you want to a call.
Your rates, your customers, your rules.
Your rate cards set the price
Every quote uses your lanes, rates and markups, and anything unusual waits for a person.
Nothing typed twice
An order entered once reaches every system that needs it.
Exceptions go to people
Damaged, late or disputed goes straight to your team, with everything attached.
What people ask.
Which systems does it work with?
Can it handle our customers’ different formats?
Our process isn’t quite like this. Will it still work?
Can we start with more than one?
What does it cost to run once it’s live?
Where do your orders wait?
Quotes, bookings, bills: bring the slowest, and we’ll show you an agent on it.
- 3 to 6 weeksto live, then 30 days of tuning
- $12,500fixed, per agent
- Yours to keepno license fees