Transflo Workflow AI: back-office automation software for carriers

Designed for speed, efficiency, and ease of use, Transflo Workflow AI is the next generation of automation for carriers. Featuring AI-powered data extraction, dynamic dashboards, and intelligent document grouping, Workflow AI outperforms conventional automation systems, increasing speed to cash by eliminating tedious and time-consuming manual entry.

An image displaying screenshots of the Transflo Workflow AI platform, which has solutions for carriers, brokers/3PLs, and factoring companies.

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Be awed. Be very awed.

Transflo Workflow AI delivers accurate, 24/7 document processing to reduce invoice lag and allow teams to focus on strategic tasks.

Dynamic
dashboards

AI-powered data extraction
(vs limited, less-accurate templates)

User experience built on a
modern, easy-to-use UI

Unique multi-channel
document ingestion

Intelligent
document grouping

Robust exception
handling workflows

All the data. None of the headaches.

Dynamic dashboards & modern UI

The dynamic dashboards in Transflo Workflow AI provide real-time insights into document processing, exception management, and overall system performance. Tailored to meet an organization’s unique needs, the dashboard allows users to filter, sort, and create custom views to generate glanceable widgets for aging tasks, leaderboard rankings, and more.

With an intuitive user experience built on modern, easy-to-use UI, users of any skill level can confidently process documents and manage exceptions.

Over 97% of the work requires zero work.

Multi-Channel Document Ingestion

Ingest documents from email, SFTP, Transflo Mobile+ scanning, and more
Swift, reliable document capture from multiple sources
Load information: CSV, JSON, and soon, Load API

AI-Powered Data Extraction for Superior Document Processing

Reads structured & unstructured documents
Higher success rate vs. template-based systems
Fewer errors, faster processing
Less reliance on human intervention

Intelligent Document Grouping

Organize documents by primary entity (e.g., LoadID)
Work all documents related to a load in one workflow
Eliminate fragmentation, boost productivity

For everything else: robust and radically easy exception handling.

AI-powered document recognition and data extraction flag exceptions for quick resolution. While automation speeds up routine tasks, human intelligence is key for managing exceptions like data discrepancies or missing information. The efficient processing workspace lets users easily compare TMS and document data, speeding up approvals and minimizing errors.

FYI: CYA — ASAP
Approval Processes & User Management

Custom approval permissions and approval workflows tailored to an organization’s specific requirements.

✓ Configurable load-level approval processes

✓ User management: add or deactivate users with ease

✓ Keep sensitive tasks secure with proper oversight

✓ Customizable processes to ensure the right people handle the right tasks.

You’ve got 99 problems, but with Transflo Workflow AI, invoice lag isn’t one of ‘em.

Faster, more accurate document processing.

Unstructured documents? No problem.

Unlike a traditional, template-based data extraction system that often fails to process more complex or unstructured documents, the AI-powered data extraction in Transflo Workflow AI reads a broader array of document types at a higher success rate. This means fewer errors, faster processing, and reduced reliance on human intervention for routine tasks.

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Improved liquidity and speed to cash.

Faster funds. Less stress.

Transflo Workflow AI accelerates invoicing by automating document processing, reducing manual entry errors, and minimizing invoice lag. With real-time data and faster billing cycles, companies improve cash flow, ensuring funds move quickly through the system. Streamlined workflows reduce operational costs, enabling businesses to allocate resources efficiently and maintain financial stability.

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Easy to implement. Easier to use.

The next generation of user experience is here.

With a modern, easy-to-use interface, Transflo Workflow AI is accessible to users of all types, regardless of technical skill. The system’s clean design and intelligent workflows allow teams to navigate, manage, and process document exceptions with confidence.

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AI-powered. Human-empowered.

Automation that empowers human intelligence.

Leveraging the power of AI and machine learning, Workflow AI seamlessly blends industry-leading automation technology with intuitive, human-centric design, enabling teams to automate routine tasks while empowering human intelligence to take on more complex decision-making.

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Work seamlessly with integrations and Transflo’s trusted partners

View all integrations

CASE STUDY

Saving 400+ hours per week on paperwork

Ryan Transportation was spending too much time manually inputting billing data into their TMS. Our Workflow AI solution helped their team save 400+ hours per week and increase efficiency by 15%.

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WHITE PAPER

Automate, Adapt, and Thrive: A Broker Survival Guide

You’re probably tired of hearing about the ongoing freight recession – and we’re honestly right there with you. We’re not here to dwell on the recession. Instead, we’d like to take a forward-focused view of how brokers and 3PLs can use automation and other innovative strategies to survive and thrive now and long into the future.

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CASE STUDY

Transflo + Armstrong Transport Group: A Journey to Workflow AI

The transportation industry is no stranger to innovation, but every so often, a groundbreaking technology emerges that completely reshapes the landscape. Today, Workflow AI has become a game-changing solution that promises to declutter the back-end complexities of the industry through revolutionary automation.

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