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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.

Dispatcher with a headset in front of two route maps at night
Night shift, covered
Back office at a transportation and logistic, a sample dayLocal time
  1. 09:30Reminders sent for tomorrow's 11 appointments, two customers rescheduled by text.
  2. 14:20Invoice 2291 sent from QuickBooks with a payment link.
  3. 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 question
Do 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