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Transportation Process Automation

for your drivers...for your documents...for your finance team...for your deliveries...for your safety and compliance...for your customers...for your world.

Completely Automate Your Day-to-Day Operations

Built from 30 years of experience in the trucking industry, our process automation solutions are designed to save you time and money.

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    Built for transportation

    We’ve built the most complete solution for transportation process automation available to take the inefficiencies out of your business and let you focus on serving your customers

    A Complete Solution

    Offering document portals, intelligent capture, mobile scanning and integrations to leading TMS software, Paperwise is the leader in transportation process management automation.

    Human Resources

    Manage employee onboarding, processing, payroll, provisioning and more with automated workflows and alerts.

    Accounting

    Manage receipt, processing and payment of all incoming vendor or supplier invoices, end-to-end, from incoming invoice to recording your final payment.

    Compliance and Safety

    Oversee business rules, monitor risk and assure legal compliance with standardized workflows for information storage, security and dissemination.

    A complete transportation process automation solution

    Provide 24/7 Visibility to Carriers, Customers and Drivers.

    The Paperwise Document portal provides constant visibility to all of your stakeholders through our mobile-responsive carrier, customer and driver portals.

    Key Benefits of Paperwise’s Document Portal:

    • Improve driver retention through settlement visibility
    • Allow customers 24/7 access to trip packets
    • Cultivate excellent carrier relations
    • Provide a superior customer experience

    This application makes the biggest impact in the following departments:

    • Human Resources
    • Accounting
    • Carrier Onboarding & Logistics
    • Safety & Compliance

    Securely Store Your Business-Critical Information.

    Paperwise DM helps trucking companies across North America manage their carrier, customer and employee information and documentation.

    Key Benefits of Paperwise DM:

    • Improve employee performance and productivity
    • Eliminate manual data entry with integrations to more than 30 industry-specific software systems
    • Streamline accounting processes

    Our system makes the biggest impact in the following departments:

    • Accounting
    • Carrier Onboarding & Logistics

    Only Process Your Business Exceptions.

    Intelligent Capture is Paperwise’s data extraction solution. Using machine learning, we get rid of templated OCR. Intelligent Capture reads each document and pulls key values to be indexed in your Imaging system or validated to your TMS or ERP.

    Key Benefits of Intelligent Capture

    • Eliminate manual data entry and indexing
    • Improve billing accuracy and streamline error resolution processes
    • Speed up your billing cycle

    This application makes the biggest impact in the following departments

    • Human Resources
    • Accounting
    • Carrier Onboarding & Logistics

    Import documents anytime, from anywhere.

    Our mobile scan app acts as your drivers’ command center. Connected with your TMS, it pulls there loads and walks them, with easy step-by-step instructions, through submitting trip documents to your home office.

    Key Benefits of Paperwise Mobile Scan

    • Integrated to your TMS
    • Eliminates manual data entry
    • Edge detection ensures quality images every time

    This application makes the biggest impact in the following departments

    • Accounting

    Build Your Workflows Your Way.

    Our new and improved process engine allows us to build workflows that meet your exact needs. We can mimic any manual or digital process with linear and multi-step workflows.

    Key Benefits of Paperwise’s Process Engine

    • Digitize any business process with ZERO compromises
    • Streamline payment and billing cycles, approval processes and the onboarding of carriers and drivers
    • Improve driver retention
    • Cultivate excellent carrier relations

    This engine makes the biggest impact in the following departments:

    • Carrier Onboarding & Logistics
    • Accounting
    • Safety & Compliance
    • Human Resources

    Fill the Gaps In Your Business

    Every organization has process gaps. We custom design and develop a solution that meets your exact needs. From a custom driver services app to an invoice approval application just for you, we bring to life the solutions you see in your head.

    Custom Development

    Our design and development process comes in three steps: discovery, design and deployment. We spend the bulk of our time understanding you and your vision of success. Then we go to the drawing board. We mock up the exact application in your head for you to see before we ever write a line of code. Our sole goal is to provide you what you want, when you want it.

    Integrations

    Maybe you already have a custom application, or are working with a third party to configure another solution. That’s totally fine! We integrate with many of the leading transportation management applications, and will create new integrations to any in-process or complete custom application you’re already using.

    Offering document portals, intelligent capture, mobile scanning, workflows, and integrations to leading TMS software, Paperwise is the leader in transportation process management automation.

    Manage all of your employees from onboarding to offboarding and everything in between.

    Successfully and accurately manage your employees with onboarding, reporting and file management tools built specifically for you.

    Ensure you have all required documents, tests and certifications from a driver before their start date.

    Our workflow engine lets drivers upload any documents needed, notify your employees to verify those documents or other certifications and ensure complete visibility into your driver onboarding processes.

     

    Through our workflow and integrations you can import new driver files into your document management system within your new driver’s HR file. Once created, drivers can submit other documents (certifications, test results, etc.) through our mobile app for processing by your employees. All documents can be stored in our document management system or a system you already have in place.

    Create your own training courses for drivers and back office employees.

    The Paperwise workflow engine lets you create custom workflows that include videos, questionnaires and more.

     

    The workflow engine presents a series of mobile-responsive pages to your employees that contain any type of media or text. Create multiple workflows for different roles or ones specific to your onboarding process with our drag-and-drop workflow builder.

    Ensure constant compliance to DOT regulations with auto-notifications and direct driver uploads.

    Automatically send notifications to drivers when their certifications are about to expire and let drivers submit the new documents to your employees for review and approval.

     

    We make it easy to maintain accurate certifications and good standing with DOT compliance regulations. Each year, send your drivers and your safety personnel notifications when individual certifications are set to expire. Your drivers then upload the resulting documents back to your home office for your safety experts to review and approve. Create a report to see which drivers have completed their required certifications (and on what date), and which drivers have not.

    Streamline your AP, AR and interline payables processing

    Get paid faster with completely automated, paperless accounting processes.

    Take advantage of early payment discounts, avoid late payment penalties and improve staff efficiency.

    Our AP solution makes it simple for you to verify invoice amounts to POs by automating the data extraction off of documents and inputting that data into your accounting software. 

    Improve Cashflow Management and Compliance

    Our easy-to-use Intelligent Capture application uses machine learning to recognize, doc type and process information from all of your vendors. It then automatically inputs that information into your document management system, accounting software or any other line of business application for easy process visibility.

    Increase Employee Productivity

    By automatically processing and approving all invoices that meet a certain criteria, your employees are only processing the exceptions. You take away the risk for manual data entry errors, let your employees focus on resolving issues and easily identify consistent vendor discrepancies.

    Get paid faster.

    Most shippers require a specific set of supporting documentation when you send invoices. Paperwise offers a streamlined rendition process that automatically combines invoices with their corresponding supporting documents, and then either sends the package as an email or prints it for mailing with just one click.  

    1. Get Documentation from Drivers

    The largest speed bump in your AR process is the time it takes for drivers to send you their trip packets. We provide multiple options for drivers to submit their documents, so you can get to work invoicing your shippers.

    Mobile Scan App

    Our mobile scan app is integrated with your TMS to pull their load information, so all your drivers have to do is take pictures of their documents. It also ensures that the images are always legible with edge detection capabilities.

    Monitor Email Inbox

    Our software looks for specific subject lines in designated email inboxes to pull all appropriate trip documentation into our document management system that can then be sent off for processing.

    2. Automatically Generate and Send Invoice Packets

    With one click, your employees set off a chain reaction that automatically generates an invoice—either pulled from your accounting system or generated inside our software—and collates the supporting documentation required for any given shipper. It then prepares that invoice packet to be delivered to a shipper based on their preference.

    How to Setup Shipper Preferences

    When you create new shippers inside of our software, you’re given the option to add configurations for the types of supporting documentation they require to pay invoices and the format in which they prefer to receive their invoice packets. These configurations allow for a one-click rendition process that sends your shippers exactly what they want, and how they want it.

    3. Monitor Invoice Status

    Once an invoice packet has been sent, you’re able to monitor the status of that invoice using notifications. You are able to configure automatic notifications for invoices that haven’t been paid in a specific number of days, so that your employees can follow up. From there, they can resend the invoice packet or provide your shippers with 24/7 access to all of their documentation through our Customer Portal.

    KEY BENEFITS

    • Automates the creation, collation and delivery of client invoice packets
    • Creates configurable client preferences to determine mode of delivery
    • Provides consistency to your shippers
    • Improve DSO by delivering invoice packets quickly

    Grow Your Logistics Clientele

    Time is money, and we help you get a little bit of both back. From machine learning to automated notifications, leverage our technology to create an automated Interline Payables process that works for your company.

    Simplify Your Resource Allocation

    Our Intelligent Capture application automatically extracts data points off of any document to speed up your rate confirmation, accounts receivable and accounts payable processes. Without any human intervention, it identifies document types, extracts specific data points off of those documents, validates or updates amounts in your accounting software and stores all of the information in any document management system. Our Intelligent Capture product can also push any document to an exception queue if:

    • It can’t identify the document within your confidence level
    • One of the values is outside a tolerance level you permit

    It allows your employees to refocus their time and energy on the exceptions, while we take care of the rest.

    Create a Rules-Based Process

    Our Process Engine allows you to automate any business process. Within your Interline Payables process, it can automate rate confirmations and invoice approvals and ensure that money comes in the door before it goes out. Not only does it manage the process when everything runs smooth, but it can also set you up to handle the contingencies. Rules-based processes help you dictate what to do when the invoice amount doesn’t match your rate confirmation.

    Manage Driver Compliance

    Ensure your drivers are following every safety standard and checking every box, so that you aren’t found non-compliant.

    Ensure Complete DQ Files for All of Your Drivers.

    Manage your drivers’ compliance to FMCSA regulations and your internal policies. From hire to fire, maintain comprehensive DQ files.

    Key Benefits

    • Manage CDLs, endorsements, physicals and training certificates
    • Easily search and access files for review
    • Create automated notifications before expirations
    • Automatically purge documents

    Maintain DOT documentation.

    Stay up-to-date on motor vehicle records (MVRs) and annual driver safety reviews with automated notifications. Set annual reminders to schedule reviews and update DOT documentation.

    Key Benefits:

    • Create an automated reminder to schedule drivers’ annual safety reviews
    • Set up triggered notifications when documentation is about to expire
    • Notify drivers that they need to complete a Certificate of Violation (COV)
    • Store COV and MVR in driver files for easy access in the event of a DOT audit

    Maintain HOS Compliance 

    While ELDs may be mandated now, there is still a large burden on management to handle violations. Automating the process to review and mitigate the violations streamlines the process, so management spends more time running their departments.

    In cases of violation, managers will need to review the violation to determine the exact type of mitigation needed: warning notifications, letters or in-person meetings. Our Process Engine allows you to notify your manager when a violation happens and present that violation for review.  It then allows the manager to issue a warning or schedule an in-person meeting quickly and at the click of a button. Because the process is conducted digitally, we can attach date and time stamps for each activity to create an audit trail.

    Key Benefits

    • Streamline an otherwise manual process to manage violations
    • Create an audit trail of activities
    • Easily identify at-risk drivers

    Ensure Fleet Safety & Maintain DOT Compliance

    Vehicle inspections are one of the most important parts of your driver’s daily routine. Not only do they keep you compliant with the DOT, but they can also alert you to vehicle defects before they turn into serious problems.

    Our Document Management system archives all DVIR data for DOT audits, as well as internal use to diagnose vehicle defects. Our workflows help ensure that you maintain compliance and overall fleet safety.

    Key Benefits:

    • Maintain audit logs of vehicle inspections
    • Streamline vehicle maintenance

    Innovative companies trust Paperwise.

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