Automated Invoice Matching

Our Automated Invoice Matching uses AI Programming to review and process your invoices.  This tool is available for an additional flat fee on top of your current subscription. Once enabled, it will automatically audit your carrier invoices across different modes saving you time, improving accuracy, and letting you focus on shipments that may need attention or dispute.

Contact our Support Team to get started!

How to Manage

Once enabled, head over to your Account Settings page and configure your preferences. (Note: This option is only visible to Full Access users.)

Click the pencil icon to set your acceptance threshold, choose either a percentage or a flat dollar amount.

Which Invoices Are Applicable? 

• LTL: We are connected to receive Invoice copies via API with several LTL carriers/brokers, and more being added regularly.  (Pdf copies can also be Uploaded).

• Spot/Truckload: Uploads via the Carrier Portal are supported as long as the file is in PDF format, it will be scanned and evaluated automatically.

How does it work?

Let’s say you choose to set a 3% overage limit for your LTL invoices and a $50 overage limit for your Truckload (TL) invoices.

• Any invoice that falls within those thresholds will automatically move to the Accepted queue.
  
  
• If an invoice doesn’t fall within your set threshold, it will remain in the Outstanding queue in Audit, waiting for your review.
  
  
• You can hover over any shipment in your accepted queue to verify if it was automatically or manually accepted.
  
  
• Read more about our Auditing feature Here.

⚠️ This feature does not apply retroactively. It will only evaluate invoices added after the feature is turned on.