Transflo Workflow AI: Back-office automation 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.

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

Make data-driven decisions with the help of dynamic dashboards
Boost efficiency through AI-powered data extraction (vs limited, less-accurate templates)
A modern, easy-to-use UI delivers a superior user experience
Receive and process your way with multi-channel document ingestion
Reduce confusion via intelligent document classification
Eliminate hassles thanks to robust exception handling workflows

Transflo Workflow AI for Carriers

Simplify document processing, accelerate cash flow, and keep moving with Workflow AI

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.

Easy to implement. Easier to use.

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.

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.

Robust, simplified 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 lets users easily compare TMS and document data, speeding up approvals and minimizing errors.

AI-powered. Human-empowered.

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.

Configurability is key

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.

Dynamic dashboards & modern UI

All the data. None of the headaches.

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.

Transflo Workflow AI for Carriers

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

FAQ

Workflow AI for Carriers FAQ

How does Workflow AI improve document processing for carriers?

Workflow AI improves document processing through AI-powered data extraction that reads both structured and unstructured documents with significantly higher accuracy (over 90% in many cases) than template-based systems. Workflow AI adapts and learns, delivering fewer errors, faster processing, and reduced reliance on human intervention.

Can Workflow AI handle 100% of my fleet’s documents?

Yes. Workflow AI can process 100% of incoming carrier documents, from BOLs to PODs to invoices and confirmations. While most routine documents are handled automatically, exceptions are flagged for human review, freeing staff to focus on high value tasks.

How does Workflow AI accelerate billing and improve cash flow?

Workflow AI accelerates the “cab to cash” cycle by reducing invoice lag up to 80%. Hill Bros. Transportation cut invoice generation time from 7-10 days down to 1-2 days, dramatically improving cash flow and Days Sales Outstanding (DSO).

The system automates document processing, eliminates manual entry errors, and enables auto-invoicing capabilities for qualified customers. Once the system recognizes receipt of required documents like PODs and BOLs, invoices can be generated automatically.

Does Workflow AI help carriers scale back-office teams?

Yes. Workflow AI enables resource optimization by automating repetitive tasks and allowing staff to focus on higher-value activities. Hill Bros. Transportation saved over 1,000 hours annually, with billing team members gaining approximately two hours per day to focus on strategic work rather than manual data entry. This not only boosts productivity but also improves employee satisfaction and retention.

How can Workflow AI be configured for my carrier’s workflow?

Workflow AI offers extensive customization through configurable approval workflows and permissions tailored to your organization’s specific requirements. The system provides load-level approval processes, flexible user management for adding or deactivating users, and customizable processes ensuring the right people handle appropriate tasks.

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