If you’ve implemented Transflo solutions within your operation, you’ve taken significant steps toward modernizing your fleet and back office. Whether you’re using mobile scanning capabilities, driver apps and integrations, AI-powered back-office automation, or ELD and telematics tools, you’ve established a solid foundation for digital efficiency. 

But it’s still worth asking: Are manual tasks still sneaking into your day-to-day operations, costing you time and money? 

If parts of your workflow remain manual—even as digital tools handle other aspects—you might be missing out on untapped efficiencies that software can address. 

Manual work still creeps into invoicing and billing 

Perhaps you’re using Transflo for scanning but still manually preparing invoices or indexing paperwork. Unlike traditional template-based data extraction systems that often fail with complex or unstructured documents, Transflo Workflow AI’s data extraction reads a broader array of document types at a higher success rate—resulting in fewer errors, faster processing, and reduced reliance on human intervention. 

Delayed cash flow, labor inefficiency, and not using data insights are costs you might not see right away 

Transflo Workflow AI accelerates previously manual work by automating document processing, reducing manual entry errors, and minimizing invoice lag. With real-time data and faster billing cycles, carriers improve cash flow, ensuring funds move quickly through the system. Without this integration, disconnected systems lead to slower settlements and tighter cash reserves. 

Additionally, manual tasks that could be routed automatically may be tying up your team. Streamlined workflows reduce operational costs, enabling businesses to allocate resources efficiently and maintain financial stability. When your skilled staff spends hours on data entry that could be automated, you lose productivity and opportunities for strategic growth. 

When drivers are on the road, telematics solutions capture data from various sources, transform raw data into meaningful insights using proprietary algorithms, and leverage AI-enabled analytics for comprehensive analysis. Without these capabilities fully deployed, telematics data that isn’t being used to its full potential can create regulatory or safety risks. 

What you could be doing with a fully integrated workflow 

Let’s translate some concepts into real-world operational scenarios. Data shows that carriers implementing end-to-end digital workflows can deliver 75% no-touch document readiness and cut DSO by up to 4-6 days on average. The following examples illustrate how new efficiencies materialize when your technology stack works as a unified ecosystem rather than as isolated digital islands. 

POD to invoice automation  

When a driver captures proof of delivery through Transflo Mobile+, it can automatically trigger invoice creation in your back-office system. Using a secure, cross-platform portal, BOLs and PODs are digitized, transmitted, and tracked, allowing drivers to capture digital signatures from any device, anywhere. 

Payroll and driver logs integration  

Our status as Geotab’s No. 1 reseller in North America ensures compliance for both drivers and fleet managers, providing detailed insights into driver logs and remaining hours with near-real-time status updates. This data can sync directly with payroll systems with no extra data entry needed. 

Unified document management 

Intelligent document grouping organizes documents by primary entity (e.g., LoadID), allowing teams to work all documents related to a load in one workflow, eliminating fragmentation and boosting productivity. 

How to level up without starting over 

Transflo platform features are designed to build on each other, and you might already have access to features you’re not fully using. 

For example, Loads Workflow in Transflo Mobile+ allows drivers to review detailed information before accepting or declining an available load. Once accepted, real-time location tracking provides load progress details across the connected Transflo ecosystem, ensuring carriers, brokers, and shippers have end-to-end visibility on shipments. 

Talk to us about optimization 

Our team can walk you through how to streamline your current processes, connect systems, and remove redundancies. You can use near real-time insights to inform decision-making and meet safety, productivity, speed to cash, compliance, and sustainability goals. 

You’ve got the foundation—now let’s unlock more value 

You’ve already invested in digital tools. Now is the time to take the next step and maximize ROI. With a modern, easy-to-use interface, Transflo Workflow AI for Carriers is accessible to users of all types, regardless of technical skill. The system’s clean design and intelligent workflows allow teams to navigate and manage back-office operations with confidence. 

Manual gaps add up—in time, money, and missed opportunities. We’re here to help you close them with smarter workflows that build on the Transflo foundation you already have in place. 

Ready to eliminate those manual processes?  Reach out to your account rep to see how you can get more out of Transflo.