Back-Office Automation Software for Brokers

Transflo is trusted by the industry’s best

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.

The Transflo Workflow AI for Brokers

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

FAQ

Workflow AI for Brokers FAQ

How does Workflow AI reduce time spent on manual tasks?

Workflow AI eliminates repetitive manual processes that consume valuable time your team could spend on business-critical activities. The platform achieves 75-80% automation rates shortly after launch, compared to competitors’ 40-45% peak performance. This drastically reduces manual tasks like data entry, document review, and invoice processing, freeing teams to focus on carrier relationships, sales, and growth.

What does Workflow AI do outside of business hours?

Workflow AI operates 24/7 with “lights-out” processing, continuously handling document ingestion, processing, and exception resolution without human intervention, even outside regular business hours. This around-the-clock operation eliminates backlogged queues, sticky notes, and email chaos by automatically handling notifications and follow-ups.

Can Workflow AI help manage and keep track of carrier issues?

Yes. Workflow AI provides comprehensive carrier issue management through automated exception resolution and real-time tracking capabilities. The platform instantly identifies exceptions based on predefined rules and automatically notifies carriers and stakeholders for prompt resolution, reducing processing delays and communication gaps.

How accurate is Workflow AI compared to other automation solutions?

Workflow AI delivers 95-98% accuracy in document processing, significantly outperforming other platforms that typically achieve only 50-60% accuracy. This 35-45% improvement dramatically reduces manual corrections, payment disputes, and invoice delays while strengthening relationships with carriers and shippers.

How does Workflow AI cut Days Sales Outstanding (DSO)?

Workflow AI accelerates the entire billing cycle through automated document processing and faster invoice generation, directly reducing Days Sales Outstanding. The platform eliminates manual review bottlenecks by automatically extracting critical information from BOLs, PODs, and invoices, then processing them instantly with industry-leading accuracy.

Seamless Integrations