Financial Suite Module Demo

Complete financial management for freight brokerages

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$847K
Outstanding Receivables
$623K
Accounts Payable
$224K
Net Cash Position
18.3%
Gross Margin

Financial Management Features

  • Automated Invoicing — Generate and send customer invoices automatically on load completion
  • Carrier Payments via TriumphPay — Automated carrier payment processing with proof-of-delivery verification
  • Commission Tracking — Accurate per-agent commission calculation and export for payroll
  • QuickBooks Integration — Two-way sync with QuickBooks Online for seamless accounting
  • Multi-Currency Support — USD and CAD invoicing with Bank of Canada exchange rates and HST/GST calculations
  • Customer Credit Management — Set credit limits, track utilization, and gate tenders automatically

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