Workflow AI: Back-office software for brokers
Streamline processes, save time, and accelerate payments with workflow automation designed specifically for freight brokers and 3PLs. Workflow AI is back office software for brokers that enables you to automate tedious tasks so your team can focus on business-critical issues.
Reduce manual processes and increase margins
Brokers and 3PLs spend too much time on repetitive, manual tasks. Leveraging AI and machine learning, Workflow AI is the back office software for brokers that intelligently ingests data from documents and processes them automatically – streamlining operations and increasing cash flow.
- Decrease DSO and bill shippers faster.
- Use configurable audit rules refined to match your needs and your shippers.
- Scale your business easily when load count grows.
- Free up time for customer and carrier relations that help drive your business forward.
Supercharge your back office and amplify productivity
Automate document processing
Workflow AI extracts critical information from documents – like invoices, BOLs, PODs, and more – then uploads them into the back office’s systems and processes them instantly. The systems increases accuracy and reduces errors typically seen with manual processing and data entry.
- Ingests information from multiple channels, including emails, mobile apps, portals, truckstop kiosks, and more.
- Intelligent classification categorizes documents accurately.
- Automated exception resolution for efficient handling of discrepancies.
- Easily retrieves PODs and other missing documents.
A platform that never sleeps so you can
Workflow AI works for you 24/7, giving you continuous document processing and exception handling without human intervention, even outside regular business hours.
- Say goodbye to backlogged queues, sticky notes, and email chaos.
- Don’t let operational noise impact your sales and ops teams.
- The system will auto-handle notifications and follow ups.
Make smarter, data-driven decisions
The Workflow AI dashboard gives you actionable insights to measure the effectiveness of your operations. Gain comprehensive visibility into document processing metrics and exceptions, so you can monitor operations effectively.
- Real-time tracking of document processing volumes.
- Top exceptions for carriers and customers for targeted resolution.
- Customizable reporting to meet specific business needs.
- Gain insights into billing bottlenecks.
Automated exception resolution
The automated back office software for brokers effortlessly handles time-consuming exceptions and discrepancies, addressing issues without manual intervention.
- Instant identification of exceptions based on predefined rules.
- Automatically notifies carriers and other stakeholders for prompt resolution.
- Customizable rules to fit in with your existing workflows.
- Reduces processing delays.
De-risk against rising fraud
Workflow AI’s advanced algorithms and anomaly detection flag suspicious activities, reducing the risk of fraudulent behavior, including:
- Double brokering
- Rate confirmation alterations
- Carrier name + remit-to and stamp checks
Open APIs for seamless integration
Gain productivity with integrations and tools, including:
- Carrier portals
- Carrier payment networks
- TMS, ERP, and other financial tools
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