Document-first run · Freight billing

Turn scattered load documents into a billing-ready record.

Safivo gathers the rate confirmation, BOL, POD, and carrier invoice, matches them to the load, and checks the packet before billing. Clean loads move forward in the TMS; rate, duplicate, and document exceptions pause with the evidence to resolve them.

Map my workflow Follow load 18492

Rate confirmation
BOL
POD
Carrier invoice

Run 18492

Load 18492

Example

4 passed · 1 held

One billing exception is clear.

Safivo isolates the invoice mismatch and keeps the source values beside it.

CheckResultDetails

Load matchCheckedPassed

Required documentsChecked4 of 4

Invoice vs rateChecked+$285

The evidence behind the outcome

See what Safivo proves before it writes.

Move through the run to inspect the source, rule result, exception decision, and recorded system update.

Example connected pathLoad packet → billing ready

Step 01 of 5

Gmail

Packet intake

Documents received

Safivo captures the email and attachments as the source of truth for the load.

08:31 AM · 4 attachments

Packet received

4 source documents captured

08:31

Evidence packet

Load 18492 · source packet

dispatch@northlinelogistics.com → billing@safivo.io

4 recorded fields

Rate confirmation: RC-18492.pdf; 231 KB
Bill of lading: BOL-18492.pdf; 312 KB
Proof of delivery: POD-18492.pdf; 287 KB
Carrier invoice: INV-789456.pdf; 198 KB

Billing without the document chase

Know the load is ready before it reaches billing.

Safivo links the packet, load record, billing checks, reviewer decision, and TMS update—so your team can answer what changed without reopening every file and system.

Map my workflow

Explore another run

01Carrier onboarding → approved carrierQualify carriers across W-9s, COIs, authority, and bank details. Clean carriers move forward; exceptions arrive ready to review.02Customer PO → clean sales orderMove customer POs from inbox to ERP. Clean orders write through; ship-to, pricing, or item exceptions arrive ready to review.