Back-office automation

Freight back-office automation that keeps your team in control.

TIO’s agents read the shipping documents, create lots, match vendor invoices to job charges, and re-check finished records. Each action has its own setting, so you decide what runs on its own and what a person checks.

A container terminal with cranes and stacked containers
Illustrative footage.
  1. 01Documentarrives by email
  2. 02Recordcreated by an agent
    Something does not matchgoes to a person
  3. 03Reviewby your team
IllustrationA document becomes a record, and anything outside your rules becomes an exception for a person.
The problem

The back office is where the hours disappear.

Every pre-alert, invoice, arrival notice, and agent update arrives in the inbox first, and a person has to read it, find the job, and key the data in by hand. None of that typing is judgment work. It is matching what an email says to the field it belongs in, the same motions repeated across every shipment. At a light queue one person keeps up. Push the volume and the back office stops being a chore and becomes the ceiling on how much freight the team can move. The next hire goes to data entry instead of sales.

What the agents do

The prep runs in the background. Your rules set the limits.

Documents to records

The order entry agent reads the bills and the packing list and creates the lot or delivery order, charge lines included. A review email shows every field. Sorting a whole shared mailbox by job is inbox triage, which is in pilot.

Exceptions go to a person

A party the agent cannot match, a document that contradicts another, a line with no matching charge, or a duplicate invoice number goes to a person with the facts already attached.

More jobs, same team

The keying runs in the background, not in the inbox, so the same team handles more volume without another hire to key data.

Your settings, your call

Each action has its own setting. It runs on its own, it sends the work for review, or it waits for a person’s reply. A customs filing is prepared as a draft, and a person on your team reviews and files it.

How it works

From pre-alert to finished record, step by step.

The pre-alert arrives

An agent or carrier sends the pre-alert. The bill of lading, house bill, and packing list land in your shared inbox, often in inconsistent formats.

The agent creates the lot

It reads the documents, pulls the shipment fields, and creates the lot with its charge lines. The review email shows every field.

It follows the shipment

The tracking agent follows each shipment and tells the customer when something real changes. An arrival date change goes to your team, and a date change in your TMS waits for your reply.

It matches invoices

When a vendor invoice arrives, the finance agent matches each line to the job’s charges and books the payable for approved vendors. It does not pay. A line with no matching charge goes to a person.

It re-checks finished records

The audit agent compares a finished record with the documents it came from and reports each difference with its cause. It does not change a record.

Your team reviews and corrects

The operator checks the record in the review email and corrects anything wrong. When your team corrects an agent, TIO turns the correction into a rule for your operation. Agent write events are kept in a journal protected from application edits and deletion.

TIO sets up each agent for one job at a time. For customs, an agent prepares a draft and your licensed filer reviews and files it, as before. TIO does not file customs entries, pay vendors, or book air or ocean space with a carrier.

Common questions

Straight answers.

What is freight back-office automation?

Removing the manual step between a shipment email and the finished record. Today an operator reads the pre-alert or the bills, opens the TMS, finds the job, and keys the fields by hand, about 30 minutes per lot at the US import forwarder we measured. Automation means an AI agent does that read-and-key work and sends the finished record to your team for review, so the back office keeps the judgment and loses the typing.

Which parts of the back office does TIO automate?

Lot creation from the pre-alert and bills, charge lines included; quote replies priced from live carrier rates; vendor invoice matching against the job charges, with the payable booked for approved vendors; and a re-check of finished records against their source documents. Each is a named agent doing one job. TIO does not pay vendors and does not file customs entries. In production the measured result was lot creation in seconds instead of about 30 minutes.

What does the review step cover?

Each action has its own setting. It runs on its own, it sends the work for review, or it waits for a person's reply. Work inside your rules, such as a quote under your price ceiling, runs on its own. When an agent sends a record for review, a person on your team checks it, and every extracted field carries its source text so review is a check rather than a re-type. Anything outside your rules goes to a person. A customs filing is prepared as a draft, and a person on your team reviews and files it.

How long does it take to see the hours come back?

It depends on your TMS and your rules for the job, because those take the time. A first agent starts as a scoped pilot on your own documents. It goes live when the agent matches your team's work on real shipments, one action at a time. When your team corrects an agent, TIO turns the correction into a rule for your operation. The forwarder running the full roster got roughly 17.5 hours a week back across lot creation and the follow-up chasing.

See it run a real shipment email.

Bring a real document and watch an agent take it to a finished draft while you’re on the call.

Book a demo