Logistics & Transportation

Most logistics problems aren't transportation problems. They're information handoff problems — bills of lading, proofs of delivery, carrier invoices, exceptions, and customs docs moving between systems that don't talk to each other.

Where logistics information handoffs break

The paperwork that moves slower than the freight.

  • Bills of lading arrive as PDFs and get re-keyed into the TMS
  • Proof of delivery missed or mismatched at billing time
  • Customs documents assembled last-minute from multiple sources
  • Carrier invoices reconciled line-by-line against freight bills
  • Delivery exceptions managed in email threads with no owner
  • Customer ETA requests answered manually, per shipment

Results That Matter

Real impact from automation solutions delivering measurable business value

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Canadian
Owned & Hosted

Data residency options for Canadian operators

3-8 wks
Typical Timeline

From discovery to a working automation

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Any
TMS / WMS

We work with your existing freight stack

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Logged
Every Handoff

Auditable trail from BOL to payment

Key Features & Benefits

Comprehensive automation solutions designed specifically for your industry

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Bill of Lading Extraction

Pull shipper, consignee, commodity, weight, and reference data from BOL PDFs, EDI feeds, and emails directly into your TMS — without re-keying.

  • Extracts structured data from messy PDFs
  • Validates against shipper and route data
  • Flags mismatches for review
  • Direct post to TMS

Proof of Delivery Matching

Match signed PODs, photos, and driver notes to shipments automatically — so billing isn't stalled and exceptions surface before a customer call.

  • PODs matched to shipments and loads
  • OCR on signed copies and scans
  • Exception flags for missing / mismatched PODs
  • Direct handoff to billing workflow
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Customs Document Intake

Commercial invoices, certificates of origin, manifest data, and importer info pulled into the right broker workflow — with completeness checks before the truck hits the border.

  • Multi-document intake per shipment
  • Completeness checks before dispatch
  • Broker handoff with structured data
  • Audit trail of document versions
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Carrier Invoice Reconciliation

Auto-match carrier invoices against your freight bills, contracts, and accessorials — with a structured exception queue for the discrepancies that actually need eyes.

  • Rate validation against contracts
  • Accessorial charge checks
  • Auto-approval for matched invoices
  • Exception queue with context
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Delivery Exception Routing

Late deliveries, damaged freight, and refused shipments routed to the right person with context — so nothing stalls in an inbox or a Slack channel.

  • Automatic exception capture from driver updates
  • Routing by exception type and account
  • SLA tracking on resolution
  • Customer communication drafts
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Customer ETA & Status Updates

Proactive ETA updates, delay notifications, and delivery confirmations sent on customer preference — without the dispatcher playing receptionist.

  • Shipment events trigger customer comms
  • Multi-channel: email, SMS, portal
  • Customer-specific templates
  • Logged for dispute resolution

Automation workflows we build

Reusable patterns we adapt to your specific tools and processes

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BOL extraction

PDFs and EDI parsed to TMS with validation.

POD matching

Signed PODs and photos matched to shipments.

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Customs intake

Commercial invoices and manifests to broker workflow.

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Carrier invoice reconciliation

Multi-signal matching with exception queue.

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Delivery exception router

Late / damaged / refused shipments routed with context.

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Customer ETA updates

Shipment events trigger customer comms automatically.

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Fleet maintenance reminders

PM schedules tied to odometer and calendar.

Claims documentation

Structured claim packets assembled from shipment data.

Transform Your Challenges Into Opportunities

See how automation solves common industry pain points

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Problem

BOLs re-keyed from PDFs into the TMS

Solution

Automated extraction directly into your TMS with validation flags

Problem

Billing stalls because PODs aren't matched

Solution

Automatic POD matching with exception routing for the ones that don't line up

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Problem

Carrier invoices audited line-by-line

Solution

Contract and accessorial matching with an exception queue for real discrepancies

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Problem

Delivery exceptions live in inboxes with no owner

Solution

Structured routing by exception type with SLA tracking

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Problem

Customer ETA calls consume dispatcher time

Solution

Shipment events trigger customer comms on their preferred channel

The Transformation

See the difference automation makes

Before Automation

  • BOLs re-keyed from PDFs into the TMS
  • PODs mismatched or missing at billing time
  • Carrier invoices reconciled line by line
  • Exceptions living in email with no owner
  • Dispatchers on the phone answering ETA questions
  • Customs docs assembled last-minute

After Automation

  • BOLs extracted to TMS with validation
  • PODs matched automatically, exceptions queued
  • Carrier invoices reconciled against contract automatically
  • Exceptions routed with context and SLA tracking
  • Proactive ETA updates sent to customers
  • Customs packets complete before dispatch

Systems we connect for logistics

The freight stack that runs your operation.

TMS & WMS
McLeod TMW MercuryGate CargoWise Oracle NetSuite WMS Custom TMS
Accounting & ERP
QuickBooks Sage NetSuite Microsoft Dynamics
EDI & Documents
EDI 204 / 214 / 210 PDF BOLs and PODs Email intake Customs brokers
Communication
Customer portals SMS gateways Email workflows Shared shipper inboxes

Don't see your system? If it has an API, a CSV export, or an email inbox, we can probably work with it.

AI with guardrails

We use AI for messy information. We use deterministic automation for actual business execution. Every workflow is controlled, logged, and reviewable.

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Human Approval

Document extractions and invoice matches go through a review queue before they post.

Deterministic Execution

AI extracts and classifies. Rules post to TMS, update billing, and route exceptions.

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Full Audit Trail

Every BOL, POD, invoice, and exception logged with document version and approver.

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Canadian Hosting

Available for operators handling sensitive shipper or customs data.

Why Choose Us

Built on expertise, trust, and proven results

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Information-First Logistics

We don't optimize routes or fleet physics. We fix the information handoffs between shipper, carrier, broker, warehouse, and customer.

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Audit Trail For Every Handoff

BOL to POD to invoice to payment — every step logged, every document version tracked, every exception owned.

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Works With Your Freight Stack

Integrates with the TMS, WMS, broker systems, and accounting tools you already operate.

Frequently Asked Questions

Can you really extract data reliably from BOL PDFs?

Yes, but we pair extraction with validation. Shipper and consignee data is cross-checked against your TMS records, weights and pieces are validated against the order, and mismatches go to a review queue. You don't get silent bad data — you get either clean posts or flagged exceptions.

Does this integrate with our TMS?

Yes. We integrate with McLeod, TMW, MercuryGate, CargoWise, and custom TMS platforms through APIs, file exchange, or EDI. Your TMS stays your system of record.

What about EDI — do you replace our EDI provider?

No. We work alongside your EDI. EDI 204, 214, and 210 feeds are ingested, normalized, and enriched with document data (like matching scanned PODs to electronic updates) before they hit your system of record.

How does carrier invoice reconciliation handle accessorials and surcharges?

Rate validation compares the invoice against the shipment's contracted rate, accessorials, and surcharges. Matched invoices can auto-approve; anything outside tolerance drops into an exception queue with the supporting freight bill, POD, and contract visible for your AP reviewer.

Can you help with cross-border customs workflows?

Yes. We automate the intake and completeness checking for commercial invoices, certificates of origin, and importer records, with structured handoff to your customs broker. We don't replace the broker — we make sure the broker gets complete, on-time packets.

Fix The Information Handoffs That Hurt Margin

Let's map the paperwork bottleneck slowing your freight down and build an automation that gets it moving as fast as the trucks.