Services
Modular back-office services for freight brokers, 3PLs, and logistics companies
Start with one service, expand later. Every service runs inside your TMS and operates as an extension of your team, not a replacement. Together they cover your back office, the administrative side of the business, end to end. ClearLane runs these as one outsourced back office for logistics companies: freight brokers, 3PLs, trucking companies, freight forwarders and NVOCCs.
Documentation
POD & Document Chase
Every delayed POD is a delayed invoice. Our team chases, verifies, and uploads proof-of-delivery documents so your billing team never waits.
- Carrier outreach on a set cadence
- Delivery signature verification
- Direct TMS upload
- OCR-powered processing
Target Turnaround
Accuracy Target
POD Retrieval Timeline
1
0h
Load delivered
2
2–6h
Carrier outreach
3
6–18h
POD received & verified
✓
<24h
Uploaded to your TMS & billing released
Errors Caught — Invoice #4821
- Duplicate invoice
-$1,240
- Rate overbill (+$180/load)
-$720
- Unauthorized accessorial
-$350
- Layover charge invalid
-$200
Total savings on this invoice
$2,510
Accounts Payable
AP Processing & Carrier Invoice Audit
Every carrier invoice verified against rate confirmations before payment. We catch overpayments, duplicates, and fraudulent billing.
- Rate confirmation validation
- Accessorial charge validation
- Duplicate detection
- Customizable Excel reports or TMS upload
- Same-day processing
Accuracy Target
Processing
Freight Payment
Freight Audit & Payment
Every freight bill audited against your contracts and rate agreements before it is paid. We work the exceptions with carriers and prepare payment files your team releases.
- Contract and tariff rate audit
- Fuel surcharge and accessorial checks
- Duplicate bill holds
- GL coding and payment files
- Freight spend reporting
Accuracy Target
Audited, Not Sampled
Exceptions Held: Sample Payment Run
- Duplicate freight bill
-$1,860
- Fuel surcharge, wrong week
-$940
- Reweigh, no certificate
-$610
- Detention, no timestamps
-$450
Held before this payment run
$3,860
Accounts Receivable
Shipper Billing & Invoicing
Dedicated accounts receivable (AR) team prepares and submits customer invoices with all supporting documentation attached and tracked.
- Invoice prep with POD attached
- Portal / email / EDI submission
- Billing status tracking
- Separate dedicated AR team
Billing Workflow
1
POD received
Document verified & stored
2
Invoice prepared
Matched to rate conf.
3
Submitted
Portal / email / EDI
4
Tracked
Status updated in TMS
The turnaround and accuracy standards quoted across these services are defined with their formulas and exclusions: how we measure it. Terminology is in the freight back-office glossary.
AR Aging Distribution
↓ About 30% DSO reduction over six months (composite: 58 to 41 days)
Collections
AR Management & Collections
Stop watching invoices age into oblivion. Our AR team monitors, follows up, and resolves disputes before they become write-offs.
- Invoice aging monitoring
- Payment reminders on a set cadence
- Dispute resolution
- Weekly AR reports
DSO Reduction
Reporting
Compliance
Carrier Onboarding & Compliance
Every carrier verified and compliant before hauling freight. Every load re-checks authority and insurance, so lapses and revocations are caught before the tender goes out.
- FMCSA authority verification
- Insurance COI validation
- Fleet verification
- Expiring COI alerts
Onboarding Turnaround
Re-verification
Carrier Onboarding Checklist
- FMCSA authority active
Verified
- Insurance COI on file
Verified
- W-9 collected
Verified
- Fleet size confirmed
Verified
- Safety rating acceptable
Verified
- Re-check before dispatch
Active
Recovered Revenue — Sample Audit (500 loads)
- Missed detention charges
$12,800
- TONU not invoiced
$6,400
- Layover unbilled
$5,250
- Lumper passthrough gaps
$4,750
- Contract rate discrepancies
$5,250
Total recoverable revenue
$34,450
You only pay a share of what we recover. Offered where ClearLane runs your billing.
Revenue Recovery
Pre-Billing Revenue Audit
This is where we find money you didn’t know you were losing. Before every invoice goes out, we review for missed billable charges.
Performance-based pricing: a 10-25% share of the additional revenue we recover. If we do not find missed charges, you pay nothing. Offered where ClearLane runs your billing.
- Missed detention & layover
- TONU charges
- Lumper fee passthrough
- Contract rate discrepancies
Of Recovered Revenue
Performance-Based
Financial Recordkeeping
Outsourced Bookkeeping
Keep your books clean without hiring an in-house bookkeeper. ClearLane’s dedicated bookkeeping team handles the day-to-day financial recordkeeping that keeps your accounting accurate and your CPA happy: bank reconciliation, transaction categorization, accounts payable (AP) and AR recording, credit card reconciliation, and month-end close.
- Bank account reconciliation (daily or weekly)
- Transaction categorization to your chart of accounts
- AP and AR recording in your accounting software
- Credit card statement reconciliation
- Month-end reconciliation and data completeness review
Dedicated
Bookkeeper Assigned
Monthly
Close Cycle
1
Transactions recorded
2
Bank accounts reconciled
3
Payments applied
4
Credit cards reconciled
5
Month-end close
QuickBooks
Xero
FreshBooks
Sage
Owner Reporting — Sample Package
- Per-entity financial statements
3 entities
- Combined statements
1 consolidated
- AR aging summary
Weekly
- Covenant and lender package
Quarterly
- Owner and board pack
Monthly
Delivery cadence
Per SOP
One package for owners, boards, shareholders, and lenders. Learn more →
Ownership Reporting
Ownership & Transaction Reporting
Independent reporting for owners, boards of directors, advisory boards, shareholders, and lenders. A dedicated team builds per-entity and combined statements across your related companies and delivers them weekly, monthly, or quarterly, per your SOP. When a deal is on the table, the same team prepares acquisition validation for buyers and sale packages for sellers.
The judgment layer on top of the reporting is available too: fractional CFO services for trucking and logistics, led by ClearLane’s founder, in a limited number of engagements.
Built for multi-entity operations: brokerage, trucking, and warehouse entities reported separately and combined.
- Owner, board, and lender reporting packages
- Combined statements across related entities
- Accounts receivable (AR) aging and covenant schedules
- Acquisition validation when buying
The First 90 Days
By the end of the first quarter: a forecast someone maintains, a package someone reads, and a finance head who answers the phone.
Finance Leadership
Fractional CFO
A senior freight finance head a few days a month, for the moments that carry real money: a bank asking for projections and covenant reporting, a buyer opening diligence, a capital raise, or a margin question nobody has time to answer. Limited engagements, led by the founder. Learn more →
- Rolling 13-week cash forecasting, plus 6- and 12-month projections
- Lane, customer, and project profitability
- Borrowing base and covenant reporting for lenders
- M&A support, buy side and sell side
In Freight Finance
Founder-Led
Frequently asked questions
What TMS platforms does ClearLane work with?
ClearLane integrates with all major freight brokerage TMS platforms including McLeod, TMW, Aljex, MercuryGate, Tai TMS, Turvo, and others. The team works directly inside your TMS using dedicated credentials. No system migration or data export required.
How fast is POD turnaround?
ClearLane targets POD retrieval and TMS upload within 24 hours of delivery confirmation. This matters because every day a POD sits uncollected is a day your shipper invoice can’t go out, directly increasing Days Sales Outstanding.
What accuracy rate do you target on carrier invoices?
ClearLane targets 99% accuracy across all carrier invoice verification. Every invoice is checked against the rate confirmation for freight rates, accessorial charges, fuel surcharges, and duplicate detection before it’s approved for payment.
Can I start with just one service and add more later?
Yes. Most clients start with one high-pain-point service (typically POD chase or carrier invoice verification) and expand into additional services as trust is established. ClearLane’s modular design means you can add or remove services based on your current needs.
What is a pre-billing revenue audit?
A pre-billing revenue audit reviews every shipment file before the shipper invoice goes out, checking for missed billable charges: detention, layover, TONU, lumper fees, and rate discrepancies between the rate confirmation and what was actually invoiced. ClearLane’s audit is performance-based: you pay a 10 to 25% share of the revenue recovered. If nothing is recovered, you pay nothing.
What bookkeeping services does ClearLane provide?
ClearLane handles day-to-day financial recordkeeping for freight brokers: bank account reconciliation, transaction categorization, AP and AR recording in your accounting software, credit card reconciliation, and month-end reconciliation. The bookkeeping team works inside your existing accounting software: QuickBooks, Xero, FreshBooks, or Sage. This service does not include audited, reviewed, or tax-basis financial statements, payroll, tax filing, or accounting judgments. Those responsibilities stay with your CPA.
Is bookkeeping a separate service or part of a package?
Bookkeeping is a standalone add-on service available alongside any ClearLane package. You can add it to Start With One Function, Financial Back Office, or Full Back Office, or use it on its own. It is delivered by a dedicated bookkeeping team that is separate from the freight operations team.
Get Started
Start with one service, expand later
Most clients begin with POD chasing or invoice verification, then grow into full back-office management.