Introducing Transflo Workflow AI for Carriers

Transflo Workflow AI for Carriers is designed to drive efficiency, accelerate cash flow, and completely transform how carriers manage their back office. Available in three (3) editions for Carriers, Brokers, and Factors, Workflow AI delivers a unified, next-generation platform that streamlines document processing, slashes invoice lag, and eliminates unnecessary manual data entry.

With intelligent automation at its core, Workflow AI empowers carriers to speed up billing cycles and unlock operational gains. The platform leverages your company data and comprehensive industry data to automate invoicing, apply advanced AI-powered data extraction, automate exception handling, and streamline back-office approval and resolution.

Unlike conventional automation solutions, Transflo Workflow AI for Carriers is purpose-built for the unique demands of fleet operations. With its intelligent document grouping, real-time analytics, and superior AI-driven automation, Transflo is setting a new industry benchmark for operational efficiency and cash flow acceleration.

Workflow AI Carrier Edition Features and Benefits

• Reduced DSO: Reduce your days of sales outstanding (DSO) metric and increase critical cash flow without adding headcount. Traditional document processing can create significant invoice lag times of up to 7 days or more that delay revenue recognition and strain working capital. Workflow AI delivers faster cash flow, greater efficiency, and instant access to the exception data your team needs to stay ahead.

• Experience the Power of AI: The new Transflo platform leverages intuitive, easy-to-use AI to eliminate inefficiencies so your back office can focus on growth, profitability, and exceptional customer service. Our advanced AI technology ensures accurate data extraction, smart recognition, and seamless workflow automation.

• Multi-Channel Document Workflows: Flexible processing through various input channels immediately yields faster, more efficient workflows.

• Anomaly Detection and Resolution: AI-powered insights automatically identify and resolve exceptions to keep operations running smoothly.

• Dynamic Dashboard Metrics: Transflo Workflow AI provides real-time insights through a user-friendly dashboard with document activity tracking. Monitor documents from import to completion for seamless workflow analysis. Compare delivered loads with completed documentation for process optimization and gain visibility into top-performing team members resolving workflow exceptions on the team leader board.

• Grid View Helps Teams Focus on High Priority Work Items: Quickly identify and address work items for loads that are actively aging in the system and need immediate attention.

In the transportation industry, carriers, brokers, drivers, and other entities operate through recognized legally binding written contracts with detailed requirements. These requirements are usually in the form of documents surrounding the fulfillment of services. Without requirements and supporting electronic documents, a shipment might be delayed or a payment might not be authorized.

Typical minimum freight load delivery requirements:

1. A carrier assigns a driver to pick up and deliver goods according to the terms described in:

   • a rate confirmation document from the broker or shipper to the carrier, and

   • a contract between the carrier and a shipment owner (a broker, shipper, consignee, or even another carrier).

2. A paper or electronic bill of lading (BOL) document is provided by the shipper for the transport of a specific inventory of goods between an origin (shipper) and destination (consignee).

3. One or more supporting documents can also impact the price (total payment required to deliver the load) for the services rendered by a carrier. Examples include:

   • lumpers and other unforeseen fees (accessorials)

   • fuel receipts for unexpected fuel costs

   • toll road and bridge charges

   • receipts for excessive weight and other violations

   • accidents or cargo incidents such as theft, vandalism, or loss

4. At the destination, a consignee and carrier authorize a mutual proof of delivery (POD) document. A POD is often simply another instance of the original signed electronic bill of lading (eBOL). In other words, the eBOL and ePOD are often the same document with multiple signatures and timestamps for pickups, stops, and drops.

5. After the life cycle of a shipment moves to delivered status, an invoice and request for payment needs to be initiated quickly. To save time, many smaller carriers simply accept the auto-generated invoice from the broker and simply approve it to receive payment. At minimum, each carrier (we focus on carriers here but brokers, factors, and other parties do this too) typically collects, verifies, and electronically stores the following three (3) documents with the final invoice and proof of payment:

   • Rate Confirmation (agreed upon rate reference)

   • Bill of Lading (actual goods moved by carrier)

   • Proof of Delivery (validation of completed shipment)

If a carrier delivers 100 loads per week, a minimum of 300 documents typically need to be submitted, identified, classified, indexed, and associated with the correct load and corresponding invoice that is ultimately sent to the bill-to customer. Without automation, this work might require two or more full-time employees. Moreover, additional time and resources might be needed to track down missing paperwork, correct data field errors, and resolve other discrepancies.

Transflo Workflow AI offers a valuable solution to all these requirements. Workflow AI allows brokers, factors, and carriers to automate employee onboarding, customer verification, customer service, account management, record keeping, accounting, and more. Automating these processes makes transportation systems more secure and reduces time-consuming steps for employees. Similar to other solutions from market-leader Transflo, Workflow AI improves job satisfaction and gives employees more time to focus on other tasks that lead to new innovations and improved services.

As a business user or indexer at a transportation carrier, third-party logistics (3PL) provider, or broker with a carrier division, you might resolve issues with work items according to any of the following policies and procedures in place at your company:

• Queues: You might be assigned to work items in specific queues. Think of queues (pronounced cues) as swim lanes, channels, groups, or stacks of incoming work items.

• Status: You might be responsible for work items with a specific status.

• Document or Data Type: You might be responsible for a specific type of document or specific TMS data. For example, one team might be assigned to resolve general data and a different team might resolve financial data.

• Workflow Team Roles and Responsibilities: You might be responsible for an entire workflow or only certain portions of a complete workflow. For example, you might review, research, resolve, and approve items. Another company might split responsibility for resolution, sending to approval, and approval among three (3) different teams.

Workflow AI is flexible and can be configured to your business needs. To accommodate the wide array of use cases, this documentation and the user interface are flexible and general in nature. As a general rule, use the documentation as a helpful guide to all features, but always follow your company policies and procedures for your assigned role or team.

Workflow AI is powerful and can empower your teams. A team of five (5) today to be more productive than teams of twenty (20) or thirty (30) were just a few years ago. For example, using older technology, teams were split and had rigid defined roles. One team worked on accounts starting with A to K; another team did L to Z. People in junior roles could not input financial data. Perhaps staff at a different level could enter financial data or security data. A third role might audit the work of others and manage the approvals.

Workflow AI provides visibility and a rich set of features. Maximize productivity and eliminate all that historic overhead. Our inspiration is now your tool for doing more and doing it with improved accuracy. With Workflow AI, save time, money, and staff resources by empowering fewer staff to accomplish what was previously distributed over multiple overlapping team roles.