Logistics and trade
Where trading, freight, customs and contracting run end to end, from the first order to the final payment.
Invoice to payment run
Every invoice, from the inbox to a released payment run. 4 workflows, then the treasurer.
Reads every invoice as it arrives, by email or upload, and pulls the payee, amount, terms and due date.
Each starts from a runbook we have built before, fitted to how your people work.
See the runbookChange how your operation runs
Shipments cleared without the paperwork wait
Documents checked against each other the moment they arrive.
More volume, the same team
A busier season does not need the next hire.
Paid and billed on time
Suppliers paid against what arrived, and clients invoiced the day it ships.
Run your most critical workflows
Orders and quotes
Requests read, priced against your rate cards and quoted, with the margin checked before it goes out.
Trade documents and customs
Invoices, packing lists and bills of lading checked against each other, and the declaration prepared for clearance.
Contracting and subcontractors
Variations, claims and subcontractor payments checked against the contract before anyone signs.
Invoicing, payments and collections
Invoices matched to deliveries, payments run and late payers chased, to your rules.
Why Runbook for logistics and trade
We take a whole job into production, every person and system it touches, on one system that trading, freight and projects reuse.
Frontier models, in production
Tested on your hardest past shipments and claims before go-live and watched after it.
One system across the operation
Trading, freight, customs and projects run on the same layers, over the ERP you already use.
Every decision on file
What was read, the rule applied and who signed, for the customs broker, the auditor and the client.
A team on your floor
We take it to production with your people, then they run and extend it with us.