Transflo has launched Workflow AI, a document management system designed to automate and streamline invoice processing for carriers, brokers, and factoring companies. Built with AI and machine learning, the company claims Workflow AI offers up to 75% automation, reducing invoice lag by up to 80%, and helping fleets save 15 or more hours per week on back-office tasks.

This is according to Transflo’s Danny Goldstein, vice-president of solution engineering, and Brian Sowul, senior product director, who presented the new system at the Truckload Carriers Association’s annual convention in Phoenix, Ariz.

By using machine learning and AI rather than traditional optical character recognition (OCR) templates, Workflow AI has been trained on millions of real-world documents to recognize inconsistencies in data formatting, they said, adding that the system allows fleets to process bills of lading, fuel receipts, lumper receipts, and accessorial charge invoices instantly.

Sowul described how the system works in real life, “Imagine if your driver delivered the load, and the moment that they’re ready to leave the facility, they’re using Transflo Mobile. They take a picture. [They] also had a receipt for fuel. They take a picture. ‘Oh, you know what? They just made me do the lumper.’ They take a picture. Three quick pictures all get sent to AI. The AI then takes what should be the generated data for the invoice, compares it to those receipts, and says, ‘This is solid. Nobody has to look at it, send out that invoice.’ That’s what we are enabling.”

The system validates data points using multiple methods, but if discrepancies do arise, Workflow AI flags exceptions for human review, ensuring accuracy while allowing staff to focus on more complex tasks. A color-coded dashboard provides an intuitive way for processors to identify and resolve flagged issues efficiently.

Goldstein, however, noted that Workflow AI is designed to assist employees, not replace them.

“AI never replaces humans, and that’s really important. We’re not saying that you’re not going to have zero people working in your office. We’re trying to be more efficient…So even when you have non-compliant loads, it may just be one piece of one document in that load. So even though somebody’s got to go review it, instead of taking 20 minutes to review the whole load, you can quickly see what needs attention.”

Workflow AI is currently in beta testing with fleets operating 500 to 1,000 trucks. About 10 customers participating are preparing to move from beta-testing to early access, and 25 more have signed up.