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Transportation and logistics
Invoices and reminders on autopilot for transportation and logistics
Invoices delivered loads, sends factoring packets, chases detention and unpaid freight.

- 09:30Reminders sent for tomorrow's 11 appointments, two customers rescheduled by text.
- 14:20Invoice 2291 sent from QuickBooks with a payment link.
- 18:00Three overdue invoices got their second reminder. One was paid within the hour.
What it does in transportation and logistics
- Creates invoices from completed jobs
- Sends reminders and follow-ups by text and email
- Chases late payments on schedule
- Keeps CRM, calendar and books in sync
- Prepares the weekly numbers
Systems in your office it plugs into
- Load boards and email bids
- Rate confirmations and bills of lading
- ELD and tracking links
- QuickBooks and factoring paperwork
- Driver applications and expiring documents
Plus quickbooks, xero, wave, freshbooks, hubspot, zoho, pipedrive, a spreadsheet.
Guardrails, set on day one
What the AI may promise, what it hands to a person.
Rule
Money moves only with your approval
Rule
Every action is logged
Rule
Reminders stop when a customer replies
Rule
Nothing runs on weekends unless you say so
Questions
Short answers. Anything else, ask on the contact page and a person replies in a day.
Ask a questionDo I need new software?
No. It works inside QuickBooks, your calendar and your CRM.
Can it make a mistake with money?
It prepares, you approve. Nothing is sent without your yes unless you allow it for a specific case.
Can it bid on loads by itself?
It can send bids from rules you set, or draft them for a person to send. Most carriers start with drafts.
Your systems stay yours
Nothing to migrate, nothing new to learn. A person is always one step away.
- Week 1: audit
- Weeks 2 and 3: build and test on your cases
- Week 4: live, watched
- Every month: tune