Synergize AI: Document management with AI-assisted intake

Synergize AI is the document repository and workflow engine your billing and payables teams rely on. Documents arrive classified, extracted and indexed, so your team spends less time keying and more time handling exceptions. It works alongside your TMS and accounting system as a third-part imaging application, and keeps driver, unit and safety documents in the same place.

See Synergize AI in action

Transflo is trusted by the industry’s best

Simplify freight document management

Bandstra Transportation Systems implemented Synergize AI to streamline its billing, payables, and HR document processing. It led to a 50% time reduction in payables and slashed indexing effort by 85%.

Transflo Synergize AI

Documents arrive ready to work

Scans from the cab and the back office are processed by AI-assisted indexing on arrival. Synergize AI takes it from there, routing each document through the workflow your business already runs.

Billing automation built for freight

Synergize AI integrates with your TMS or accounting system to run billing scenarios including single and multiple orders, master bill, credit, re-bill, physical distribution, custom email subject lines, SFTP portal uploads, and more. With AI-assisted indexing, billers can start from an audit rather than a keying queue, and rendition billing follows.

Automate to accelerate

Say goodbye to searching for files, waiting for approvals, and re-processing errors. Synergize AI reads and indexes your documents, then automates the workflow that follows, working 24/7 to cut manual indexing and keep paperwork moving. The interface is built for back-office and operational personas, so audit and exception handling are fast, and workflows stay configurable to your specific business processes.

Audit carrier invoices with less manual checking

For brokerage operations, incoming carrier invoices can be audited against your TMS, and exceptions can be flagged for review. Documents are stored in Synergize AI and flow downstream to billing, so your team works the discrepancies instead of the stack.

Configurable accounts payable workflow

Vendor invoices are indexed with AI assistance, then can be matched to the PO and routed for approval. Configure cost centers and approvers with dollar limits for your payables team, and create personas such as AP clerk, GL coder and approver.

Simplify workflow and process design

Configure how documents move after AI has indexed them:

Use a drag-and-drop graphical process builder to map out, visualize and implement process automation, with no code required
Choose from a rich library of over 120+ pre-built actions with rules-based routing and branching for complex, conditional processes
Automate business decisions via validation rules