The Operating System for
Financial Operations

Unified accounting, real-time settlements, and automated financial operations. Replace your fragmented tech stack with one cohesive platform.

Accounting Dashboard

Financial Intelligence

Real-time financial
visibility

Gain complete control over your brokerage's finances. Track revenue, expenses, and profitability in real-time with our advanced financial reporting dashboard.

Financial Reports

Total Revenue
$124,500.00
142 Transactions
For selected period
Total Expenses
$82,300.00
Cost of operations
Driver, carrier, and overhead
Net Income
$42,200.00
Profitable period
Profit margin: 33.9%
Cash Balance
$58,400.00
Current cash position
Ready for operations
Accounts Receivable
$12,450.00
3 open invoices
$0.00 overdue
Accounts Payable
$150,012.00
2 pending settlements
Driver: $45k | Carrier: $105k

Revenue vs Expenses

Comparison by category for selected period

Expense Breakdown

Total expenses by category for selected period

70%Ops
Operations
Overhead

Financial Insights

Powering teams with
real-time financial insights

Our next-gen accounting dashboard helps you track revenue, manage invoices, and make data-driven financial decisions in seconds.

$50M+

Revenue Processed

99.9%

Uptime Guarantee

1,200+

Enterprise Clients

1.2s

Avg. Response Time

Financial Operations

Streamline Your Accounting
Workflows

Automate financial processes from invoice generation to payroll management. Our platform simplifies accounting workflows, enabling faster, more accurate financial operations.

Automatic Invoices by Load

Generate invoices automatically for each completed load. Eliminate manual data entry and ensure accuracy with real-time load tracking integration.

Auto-Generated Invoices
3 Loads

INV-2024-001

Load LD-4521 • ACME Corp

Paid
2024-01-15$12,500.00

INV-2024-002

Load LD-4522 • Global Logistics

Pending
2024-01-16$8,900.00

INV-2024-003

Load LD-4523 • Transport Inc

Paid
2024-01-17$15,200.00

Driver Settlements

Automated settlement calculations based on miles, loads, and performance metrics. We automate these calculations, freeing up your time for strategic financial planning.

Driver Settlements

2 settlements ready

Auto-calculated

Total Payout

$1,235.50

2 drivers • Ready for approval

Recent Settlements

DriverLoadMilesRateNet PayStatus
John Smith
1259274
850$0.65$507.50
Approved
Maria Garcia
1259275
1,200$0.65$728.00
Pending

Payroll Management

Complete payroll processing with automated calculations, tax deductions, and payment processing. Manage employee payments seamlessly within your logistics operations.

Payroll Management

2 payroll periods

Automated

Total Payroll

$207,300.00

24 employees

Payroll Periods

PeriodEmployeesGross PayDeductionsNet PayStatus
Nov 15 - Nov 30, 2025
24$125,000.00$18,500.00$106,500.00
Processed
Dec 1 - Dec 15, 2025
24$118,000.00$17,200.00$100,800.00
Approved
QuickBooks Online Integration

Seamless Integration

Accounting Automation with
QuickBooks Online

Trailflow Accounting syncs with QuickBooks Online to keep invoices, customers, and payments aligned—without double entry.

Automate your workflow—from load delivery to invoice sync—so your books stay accurate and your team moves faster.

Integrations

Seamlessly Integrate
with your favorite Tools

Trailflow Accounting syncs seamlessly with QuickBooks, Xero, and other leading accounting platforms to deliver unmatched accuracy in financial management, while automating invoicing and settlements for your logistics operations.

QuickBooks
Xero
Sage Intacct
NetSuite

FAQ

Frequently Asked Questions Look Here

Everything you need to know about our accounting platform and services.

Have different questions?

Connect with our team for questions on select a topic below.

Contact Us

24/7 Service

Call 555-555-5555