Start with a defined trigger
An accounts or logistics owner selects invoices for review.
Freight invoice-to-exception packet
This is a proposed workflow pattern. We confirm data access, permissions, integration options and review ownership with your team before implementation.
Do not treat a suggested match as proof of a valid charge. Confirm contract dates, currencies and rate applicability.
An accounts or logistics owner selects invoices for review.
Collect invoice lines, shipment records, applicable rate evidence and approved additional services.
Suggest charge matches and flag unsupported fees, duplicate references or unit discrepancies.
Logistics verifies service evidence and finance approves payment or the dispute process.
Record accepted matches and route unresolved items to the responsible owner.
Measure false exceptions, missed duplicates, unmatched charges and review preparation time.
Keep the input, relevant context, review decision and final result connected. When a reviewer corrects something, use that evidence to improve the instructions or integration, then validate the change against representative cases.
The workflow stays centered on your business. The engagement determines who learns, implements and operates it.
Start with AI workflow training and the Factory Line source package. Workshop support is available when you need feedback.
Explore the $2,500 package ↗Get everything in DIY, three months of workshops, weekly team sessions and direct implementation coaching.
Explore guided implementation ↗Include all the learning and guidance, with ownership of agreed operations and major implementation decisions.
Explore managed delivery ↗Bring a process, a bottleneck, or an idea. We'll help you decide what to automate, what to keep under human review, and where to begin.