3PLs, freight companies, and brokers run on quote requests, BOLs, PODs, status emails, and carrier invoices. Webaroo builds the agents that put every quote request in front of the right rep with every field filled in, read the paperwork that arrives by email, and queue invoices for release when it agrees.
Ask Roo: Could an AI agent run freight audit on our carrier invoices?
01/03
A quote needs rates, lane history, capacity, and the customer's terms. They sit in four systems and two inboxes, and the fastest competitor wins the load.
02/03
BOLs, PODs, rate confirmations, and carrier invoices arrive as PDFs and phone photos. Billing waits on data entry, and disputes wait on someone finding the document.
03/03
A reweigh charge with no inspection certificate behind it. A detention line the rate confirmation never mentioned. Today someone finds it after the bill goes out.
Site chat / Shipper's terms / Load booked / Rep on call
Answers the quote request on your site at any hour, asks for the weight, the freight class, and the accessorials, and routes it to the rep who owns the lane, with the shipper's account and terms attached.
See Inbound AgentRate confirmation and BOL / POD and carrier invoice / Matched to the load
Reads BOLs, PODs, rate confirmations, and carrier invoices from PDFs and phone photos, matches each one to the load, and flags the fields that do not agree.
See Document IntakeCarrier invoice / Rate confirmation, BOL, POD / Reweigh charge held / Dispute opened
Runs freight audit: marks the invoice for release when the documents agree, opens a dispute when they do not, drafts replies to shipment status emails from the TMS record, and updates the TMS and accounting after a named person approves.
See Workflow AgentOne LTL load at a regional freight brokerage, from the quote request to the closed file.
Illustrative / Example data / No live actions
A shipper asks for a rate on your site: two pallets, Tampa to Charlotte, pickup tomorrow, liftgate at delivery. The Inbound Agent asks for the weight and the freight class, checks the shipper's account and terms, and puts the complete request in front of the rep on call. The rep sends the rate, and the shipper books before another broker answers.
Inbound AgentSite chat / Shipper's terms / Load booked / Rep on call
Over the next three days the rate confirmation, the BOL, the POD, and the carrier invoice arrive as PDFs and phone photos. Document Intake pulls the weight, the accessorials, the dates, and the amounts, matches each document to the load, and shows a confidence score on every field.
Document IntakeRate confirmation and BOL / POD and carrier invoice / Matched to the load
The Workflow Agent compares the carrier invoice to the rate confirmation, the BOL, and the POD. The linehaul and the liftgate match. A reweigh charge does not: the BOL shows the weight the shipper declared, and the carrier sent no inspection certificate. The agent holds the invoice and opens a dispute with all three documents attached.
Workflow AgentCarrier invoice / Rate confirmation, BOL, POD / Reweigh charge held / Dispute opened
The dispute reaches your billing lead before the customer sees a bill. They reject the reweigh charge. The agent sends the dispute to the carrier, posts the customer invoice to accounting, marks the load billed in the TMS, and logs the decision.
Workflow AgentDispute received / Reweigh charge / Billing lead / Load closed in the TMS
Illustrative
A freight broker or 3PL where quotes, documents, and billing run through email and a TMS nobody fully trusts. The Inbound Agent takes the quote request, Document Intake takes the paperwork, and the Workflow Agent keeps billing, disputes, and status replies moving.
Mid-market 3PLs, freight companies, and brokers that run on email and a TMS, and want AI in production without hiring an AI team. We build on the TMS and the ERP or accounting system you already run, without replacing either. If your billing team spends the day on freight audit, matching carrier invoices to rate confirmations, start with Document Intake. If your quotes go out after the load is gone, start with the Inbound Agent. If your team answers the same status emails all day, start with the Workflow Agent.
Rate strategy, carrier relationships, any change to where a carrier gets paid, and every decision that moves money. The agents read, match, and queue. Your people make the calls.
Three products fit first. The Inbound Agent fits when quotes go out after the load is gone. Document Intake fits when billing waits on retyped BOLs, PODs, and carrier invoices. The Workflow Agent covers freight audit and status emails: it checks each carrier invoice against the rate confirmation, the BOL, and the POD, opens disputes, and drafts status replies. When several of these and the TMS connection are in scope, an FDE Pod, a pod of forward-deployed engineers who work inside your business, builds them together. The assessment maps the top 3 workflows with today's numbers.
No. Webaroo is your AI integrator and operator: we build and run AI inside mid-market companies. Ask Roo, Webaroo's AI, for a straight answer first, or book 15 minutes with Connor Murphy, our Founder and CEO. If there is a fit, the paid 10-day AI readiness assessment picks the top 3 workflows with today's numbers.
AI consultant vs AI integrator vs AI operatorWhere your TMS and accounting system have an API, yes: Document Intake and the Workflow Agent read from and write to them through it. Your IT team grants each connection, the connection method is confirmed in writing during the assessment, and every write waits for a named approver. For an older on-premise TMS or ERP without one, an FDE Pod builds the connection without replacing it.
AI integration with your ERP and CRMYes. The Workflow Agent reads the status email, finds the load in your TMS, and drafts a reply with the status the record shows. A person on your team approves each reply in Slack, Teams, or Telegram before it goes out, and every reply is logged. Delays, claims, and anything the record cannot answer go to a person with the thread attached.
The invoice is held, not released for payment. The Workflow Agent drafts a dispute with the rate confirmation, the BOL, and the POD attached and waits for the billing lead you named to decide. Invoices whose documents agree, inside the match tolerance and the dollar threshold you set in writing before launch, go to the same person as one batch to release. Every decision is logged with who made it.
No. The Inbound Agent answers the request, gathers the lane, the dates, the weight, the freight class, and the accessorials, and hands it to the rep who owns the lane. Your rep sets the rate and sends the quote. The agent never states a price, and a request from a customer on credit hold goes straight to a person.
We deploy and operate directly within your existing security perimeter, implementing NIST AI RMF and SOC 2-aligned controls. Network security, IAM and endpoint security remain the exclusive responsibility of your team or your MSSP. An MSSP is a managed security service provider. We work only through access your team grants in your SSO and IAM, scoped per person and agent, and your team can cut off our access in one step. Every action an agent takes is logged where your team can read it.
How we handle your dataWebaroo's AI readiness assessment takes ten days and delivers an AI inventory, risk tiers, the top 3 workflows with today's numbers and a 90-day plan. A single-workflow build is a fixed fee for a defined scope, quoted on a call. An FDE Pod is a monthly fee on a 12-month term, with a checkpoint at day 90 for a small pod or day 120 for a large pod. Half the assessment fee is credited, only toward a 12-month contract.
The first paid step is your AI strategy, a 10-day AI readiness assessment: AI inventory, risk tiers, the top 3 workflows with today's numbers and a 90-day plan.
Book 15 minutes with Connor