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Move delivered loads to invoicing with less paperwork.

For carriers, freight brokers, and 3PLs

Capture and match delivery documents to loads, flag missing information, and prepare verified records for billing. Designed for bilingual freight operations.

Review your document-to-billing process
Illustrative black-and-white scene of tractor-trailers at a freight terminal's loading docks.
Illustrative industry scene, not a client project.

Delivered is not yet ready to invoice.

Capture freight documents from email, text, and driver photos. Match them to loads, flag missing information, and move verified records into your TMS, billing, and settlement workflow. Our bilingual team designs for the English and Spanish paperwork that cross-border freight requires.

How the handoff changes

From scattered freight documents to billing-ready loads

Create one path from document intake through the TMS, billing, settlement, and customer updates.

What happens today

Scattered intake

Manual matching

TMS re-entry

Billing delay

A better operating flow

One intake path

AI capture and match

Human review

Billing and settlement

Explore each step

Today

  1. Scattered intake

    Documents arrive through email, text, portals, and driver photos.

  2. Manual matching

    Staff identify the load and check each document by hand.

  3. TMS re-entry

    The same fields are typed into the TMS before work can continue.

  4. Billing delay

    A missing POD or field is discovered after the load should be invoiced.

With connected systems

  1. One intake path

    Rate confirmations, BOLs, PODs, and customs records enter one process.

  2. AI capture and match

    AI reads the document, checks key fields, and matches it to a load.

  3. Human review

    Only unclear or incomplete records go to a person with the right context.

  4. Billing and settlement

    Checked records update the TMS and start the next step sooner.

Document matching
Incoming documents matched to the correct load, with missing or unclear information sent to the right person for review
Ready to invoice
Invoicing ready to begin as soon as the required proof is complete, instead of waiting for another manual check
Shared settlement records
Driver and carrier settlement built from the same checked records used by operations and billing
Cross-border visibility
Current tracking, document, customs, and broker status visible without depending on one inbox or bilingual employee

From the document to the next event.

Part 1

Freight document automation

Read rate confirmations, BOLs, PODs, invoices, carrier packets, and customer emails, check the important fields, and send incomplete documents to a person for review.

Part 2

TMS and accounting integration

Connect McLeod, Aljex, or Turvo with ELD, QuickBooks, Sage, EDI, billing, and customer updates so load information does not have to be entered twice.

Part 3

Visibility, compliance, and cross-border handoffs

Show which loads are missing documents, tracking updates, insurance, compliance records, customs status, or a broker response before the delay reaches the customer.

How we put the change to work.

  1. Step 1

    Map the shipment lifecycle

  2. Step 2

    Identify failure points

  3. Step 3

    Connect and automate

  4. Step 4

    Measure service and throughput

The services behind the workflow

What clients usually want to know

Can AI help process freight documents?

Yes. Practical use cases include extracting, validating, classifying, and routing information from rate confirmations, PODs, invoices, carrier packets, and customer emails.

Can you integrate a TMS with accounting or CRM systems?

Yes, subject to each system's integration capabilities and data quality. We first define which platform owns each important data point, then design the handoff around validation and exception handling.

What is taking your team too much time?

Tell us what happens today, which systems are involved, and what you want to improve. A few sentences are enough.

Review your document-to-billing process