Run the back office
Documents-to-software autopilot
Reads the documents that arrive by email or in shared folders and enters the fields in your software.
Starts at $4,500· Within 7 days
The 7 days start once I have access to your tools and sample data.
How it works.
01
Rate confirmations and BOLs arrive in a shared inbox
02
The system reads them and drafts the load in the TMS
03
A person approves anything it flagged
Freight documents into the TMS
Demo on sample data, being recorded. Ask for a live walkthrough on the call.
For a team handling ~300 shipments a month, an estimated 20+ hours saved.
Good for.
- Freight brokers and 3PLs
- Accounting and bookkeeping firms
Connects to.
Gmail/Outlook, Google Drive/SharePoint, QuickBooks/Xero, HubSpot/Salesforce, and TMS/ATS/AMS systems via API or CSV.
What's included.
- A review queue for anything it's unsure about
- An accuracy report on your own documents
- 30-day hypercare
What stays human → A person approves anything flagged before it reaches your software.
Questions.
Starts at $4,500. Build timeline: Within 7 days. The 7 days start once I have access to your tools and sample data. I quote a fixed price after agreeing the scope. The starting price depends on the tools and workflow involved.
Sample documents, the fields to extract, access to the inbox or folder, and access to the software they need to reach. A person on your team owns the review queue.
Anything uncertain goes to the review queue before it reaches your software. A person checks flagged fields, and an accuracy report on your own documents helps catch patterns that need fixing.
Other systems in this group.
Inbox & intake triage
Sorts incoming emails and form submissions, records the details and drafts the next reply for a person to approve.
Good for: Insurance agencies, B2B distributors
Ops reporting autopilot
Pulls numbers from the tools you already use and drafts the recurring report for a person to check and send.
Good for: Marketing agencies, Recruiting and staffing agencies
NEXT STEP
Talk about documents-to-software autopilot.
Bring the workflow, the tools it touches and your team size. I'll tell you honestly whether this system fits.