Accounting that starts from
the delivered load

Trailflow connects delivered loads, paperwork, invoicing, and settlements so accounting work starts from the operation instead of from disconnected spreadsheets, inboxes, and handoffs.

Accounting Dashboard

Accounting visibility

See invoice and settlement work
in operational context

Keep accounting tied to loads, customers, documents, and delivery progress so your team can spot what is ready, what is missing, and what needs follow-up.

Billing Overview

Billing Queue
42 loads
Invoice-ready records
Prepared from delivered loads
Settlement Review
9 records
Driver and carrier payout work
Waiting on checks or approvals
Document Readiness
14 docs
Packets attached
Missing items: 3 missing
Closeout Speed
Same day
Best recent handoff
From delivery to invoice-ready
Invoice-ready Today
18 loads
Ready for customer billing
Docs and load details attached
Settlement Review
7 records
Waiting on final checks
Driver and carrier payout review

Billing vs Settlement Workload

Compare invoice prep and payout review by period

Closeout Breakdown

Where back-office follow-up is focused right now

70%Docs
Billing
Settlement

Closeout visibility

See back-office work
before it turns into delay

This page is about what finance needs after delivery: invoice prep, documents, settlement review, and a cleaner handoff from operations.

Same day

best delivery-to-billing path

1 record

shared by ops and finance

Docs linked

to invoice and settlement prep

Less re-entry

across closeout steps

Billing workflow

Turn delivery and paperwork into
cleaner closeout work

Give your back office the records, documents, and load context they need to invoice faster and reduce manual rebuild work.

Invoice-ready records

Prepare invoices from delivered load data so your team does not have to rebuild customer, rate, and stop information by hand.

Invoice Queue
3 Records

INV-2024-001

Load LD-4521ACME Corp

Paid
2024-01-15$12,500.00

INV-2024-002

Load LD-4522Global Logistics

Pending
2024-01-16$8,900.00

INV-2024-003

Load LD-4523Transport Inc

Paid
2024-01-17$15,200.00

Settlement review

Keep payout records tied to the actual work completed so approvals move faster with less back-and-forth.

Settlement Review

2 settlements ready

Prepared from loads

Total to Review

$1,235.50

2 records • 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

Payout and adjustment checks

Organize pay runs, deductions, and final review steps where the team can see the operational context behind them.

Payout Review

2 payout runs

Prepared

Total to Review

$207,300.00

24 payees

Recent Runs

RunPayeesGrossAdjustmentsNet PayoutStatus
Week of Nov 15, 2025
24$125,000.00$18,500.00$106,500.00
Processed
Week of Dec 1, 2025
24$118,000.00$17,200.00$100,800.00
Approved
QuickBooks Online Integration

Accounting sync

Keep Trailflow and
QuickBooks Online aligned

QuickBooks Online is the clearest current accounting story here. Keep invoices, customers, and billing records closer to the load work that created them.

The goal is not generic finance automation. It is a cleaner handoff from delivered load to invoice-ready record with less double entry.

Integrations

Connect Trailflow
to your accounting stack

Start with QuickBooks Online, then review any other accounting workflows case by case during rollout so the team knows what is live today versus what needs setup.

QuickBooks
Guided setup
Sage
NetSuite

FAQ

Frequently Asked Questions Look Here

Common questions about accounting workflows, invoicing, settlements, and rollout.

Have different questions?

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

Contact Us

24/7 Service

Call 437-961-8313