Bookkeeping
You cannot run on numbers you do not trust. ClearLane keeps the books for freight brokers, 3PLs, trucking companies, and freight forwarders, with transactions recorded, accounts reconciled, and a clean month-end close so you always know where you stand.
Bookkeeping
Month-End Close (Days)
Reporting
Bookkeeping is the first thing that slips when the team is busy moving freight. Transactions pile up uncategorized, reconciliations get skipped, and by month-end nobody is sure the numbers are right. Decisions get made on stale or shaky data, and tax time turns into an expensive scramble for your CPA.
Books that are behind are not just a chore, they are a blind spot. Keeping them current is what lets you actually run on your numbers.
Freight bookkeeping is not the same as bookkeeping for a shop or an office. Money moves per load, factoring advances and reserves have to be tracked, fuel and settlement lines hit constantly, and plenty of operations run more than one entity. General bookkeeping treats all of that as noise. We treat it as the point.
ClearLane keeps the books the way freight actually runs: transactions categorized so you can see profit by load and by lane, carrier settlements and factoring reconciled, and multi-entity setups kept clean when you run a brokerage and an asset side under one roof. It works inside QuickBooks, Xero, FreshBooks, and Sage, so your accountant and your lender see numbers they can trust.
That includes multi-entity groups. If you run a parent company with an operating company, a brokerage, or a warehouse entity underneath it, each company keeps its own books in its own file: separate reconciliations, separate charts of accounts, separate closes. Intercompany transactions are recorded on both sides and reconciled monthly so the balances between your companies always agree, and combined reporting is available when ownership wants the whole group on one page. One MC or several, or entities with no MC at all, the books stay clean per company.
We map your accounts, current bookkeeping state, and how you want to see your numbers.
We connect to your existing TMS and accounting system. No migration, no new platform to learn.
Your dedicated team records and categorizes transactions, reconciles accounts, and closes the month on a set cadence.
Transaction volume grows without adding headcount. The books stay current as you scale.
Current, reconciled books mean you can see margin, cash, and trends in real time instead of guessing. Month-end becomes a quick review rather than a multi-day scramble. And when tax season comes, your CPA works from clean financials instead of billing you to untangle a year of backlog. If ownership, lenders, or a future transaction need an independent view on top of clean books, see Ownership and Transaction Reporting.
Bookkeeping is handled by a separate dedicated team, not your freight operations desk. It covers day-to-day recordkeeping, bank reconciliation, and month-end close. It does not include audited financial statements, payroll, or tax filing.
We work inside the accounting software you already use, with no migration and no new system to learn.
QuickBooksXeroFreshBooksSage
Recording and categorizing transactions, reconciling bank and credit card accounts, and closing the month so your financials are current and accurate. You get books that are always up to date and ready for your CPA, without adding an in-house bookkeeper to payroll.
Your CPA handles taxes, filings, and higher-level advice, usually periodically. Bookkeeping is the ongoing, day-to-day work of keeping the books accurate so your CPA, and you, have clean numbers to work from. We keep the books; your CPA does the tax work on top of them.
Accounts reconciled, transactions categorized, and a clean set of financials you can actually read, on a predictable timeline each month. The goal is a fast, reliable close instead of a scramble to figure out what the numbers really are.
Yes. ClearLane keeps your books inside the accounting software you already use, such as QuickBooks, Xero, FreshBooks, or Sage. There is no migration and no new platform for your team to learn.
Bookkeeping covers day-to-day recordkeeping, bank reconciliation, and month-end close inside QuickBooks, Xero, FreshBooks, or Sage. It does not include audited financial statements, payroll processing, or tax filing. The bookkeeping team is separate from the freight operations team.
Yes. Each entity gets its own books: separate bank reconciliations, categorization into its own chart of accounts, and its own month-end close. Intercompany transactions are recorded on both sides and reconciled so nothing double-counts. If you run a brokerage, a fleet, and a warehouse as separate companies, each set of books stays clean, with consolidated reporting when you want the combined picture.
Yes. Monthly management reporting is part of the bookkeeping expertise: per-entity packages, combined statements across related companies, and reporting delivered directly to ownership. That includes retiring owners who hand day-to-day management to a new team but want independent visibility, shareholder groups that want third-party numbers, and lenders that require regular reporting. Audited and tax-basis statements remain with your CPA.
Close timing is counted in business days from month end, excluding items held for your CPA. See how we measure it.
Cut DSO and collect faster with a managed accounts receivable (AR) desk that works every open invoice.
See how POD, AP audit, billing, AR, compliance, and bookkeeping fit together.
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Most clients begin with POD chasing or invoice verification, then grow into full back-office management.
