Modern automation for freight back offices

Portal invoicing, cash application, and carrier pay, run inside your TMS. Live in 48 hours.

Book a demo See starter playbooks

Start with one procedure.

Brokers and carriers usually start with one of these.

Invoicing & portals

POD intake, portal uploads behind 2FA, and invoices by EDI or email.

Cash application

Remittances applied to loads. Short-pays sent to collections.

Carrier pay & disputes

Carrier invoices checked against the rate con, detention proved from the ELD.

And the rest of the desk.

  • Load building
  • Tracking updates
  • Shipment data
  • Bids
  • Document checks
  • One-off cleanups

Live in 48 hours.

No integration. No dev queue.

  1. Step 1

    Record it once

    Work one load. Charcoal drafts the playbook.

  2. Step 2

    Approve it

    Nothing runs until your team signs off.

  3. Step 3

    Let it run

    Nightly, on inbound email, or by API.

Runs where the work already happens.

Your TMS, customer portals, load boards, and ELDs.

If your team can sign in to it,
Charcoal can work in it.

FAQ

How long before a playbook is running?

24 to 48 hours. There is no integration to build.

Do we have to replace our TMS?

No. Charcoal works inside McLeod, Turvo, Aljex, Tai, or anything your team signs in to.

What about portals with 2FA?

Codes go to a shared inbox Charcoal reads, so 2FA portals run on schedule.

Can our team change a playbook?

Yes. Playbooks are plain steps. Edit one when a customer changes portals.

What happens when something doesn’t match?

The run stops and goes to the person you name, with the evidence attached.

Who sets it up?

A forward-deployed engineer from our team, starting with the first playbook.

Enterprise-ready security.

AICPA SOC 2

SOC 2 Type 2

Independently audited controls.

GDPR

GDPR

Controls for regulated data.

HIPAA

HIPAA

Covered deployments with access and audit controls.

Bring your portal list.

We’ll have the first one running in 48 hours.

Book a demo