Industry focus

Move delivered loads to invoicing with less paperwork.

For carriers, freight brokers, and 3PLs

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.

Review your document-to-billing process

What we usually find

Where the trouble shows up

Billing staff wait for PODs, search inboxes and driver messages, then key the same information into the TMS by hand
Driver and carrier pay has to be rebuilt from TMS records, accounting entries, receipts, and missing paperwork at the end of the week
Dispatchers lose time answering status requests because customers cannot see current tracking or missing-document information
Customs paperwork, broker updates, Mexican carrier documents, and bilingual driver communication depend on one or two experienced employees

What should change

What improves for your team

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

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

Scattered intake
Documents arrive through email, text, portals, and driver photos.
Manual matching
Staff identify the load and check each document by hand.
TMS re-entry
The same fields are typed into the TMS before work can continue.
Billing delay
A missing POD or field is discovered after the load should be invoiced.

With connected systems

One intake path
Rate confirmations, BOLs, PODs, and customs records enter one process.
AI capture and match
AI reads the document, checks key fields, and matches it to a load.
Human review
Only unclear or incomplete records go to a person with the right context.
Billing and settlement
Checked records update the TMS and start the next step sooner.

Where this helps

Specific work we can take on

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.

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.

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.

Working together

Define the work. Build the change. Put it to use.

Map the shipment lifecycle
Identify failure points
Connect and automate
Measure service and throughput

Related services

See the work we can do

Operational Efficiency Assessment Systems Integration Reporting & Analytics Implementation & Migration Managed Services & Support

Questions

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.

Start with the problem

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.