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Mid-size freight forwarder · Back-Office Automation

1,100 hours a year returned to operations

A freight forwarder processed thousands of BOLs, PODs, and carrier invoices a month — every one keyed by hand from a different format. We built an extraction pipeline that reads them all, matches them to shipments, and posts them to the TMS automatically.

1,100h
staff hours saved per year
4 days→same-day
POD-to-invoice cycle
99.2%
field-level extraction accuracy

/ 01 — The problem

What was breaking.

Documents arrived as email PDFs, driver phone photos, and the occasional fax — in hundreds of carrier-specific layouts. Ops staff spent entire afternoons re-keying, and typos surfaced weeks later as billing disputes.

Invoicing waited on POD paperwork being manually matched to shipments, stretching DSO four days past delivery on average.

/ 02 — The build

How we approached it.

01

Extraction tuned to freight reality

Vision-model extraction handled the crumpled photos and low-res scans legacy OCR choked on, with field-level confidence scoring on every value — shipment numbers, weights, charges, signatures.

02

Match, validate, post

Extracted documents were matched to open shipments in the TMS, validated against expected values, and posted automatically. Mismatches queued for review with the exact discrepancy highlighted — a 30-second decision instead of a 12-minute hunt.

03

Fail-safe by design

Low-confidence extractions never post silently. The system's honesty about what it can't read is why the operations team came to trust what it does.

Timeline4 weeks to first document type live, 10 weeks to 90% coverageStackClaudeAzure Document IntelligencePythonTMS APIn8n

/ 03 — The results

What changed.

  • 90% of document intake now processes without human touch; the remainder arrives pre-analyzed with discrepancies flagged.
  • Roughly 1,100 staff-hours a year returned to customer-facing operations work.
  • POD-matched invoices now go out same-day, pulling DSO in by four days and measurably improving cash position.
  • Billing disputes from keying errors dropped to near zero — the audit trail resolves the rest in minutes.

We assumed we'd need an EDI mandate our carriers would never accept. Instead the system just reads whatever they send — including the driver photos.

Operations Director, mid-size freight forwarder

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