Outsourced back-office operations for 3PLs

Yes, that is the normal case for a 3PL and it is built into how we work. During onboarding we document each customer’s billing rules, required backup, and timing, then the team applies them per transaction. The goal is that a load bills the right way the first time regardless of which customer or mode it belongs to.

For 3PLs the two functions that move the needle first are shipper billing and ownership and transaction reporting. Benchmark your current billing lag with the DSO calculator.

It changes the rules, not the workflow. POD and backup still have to be retrieved, invoices still have to be audited, and customers still have to be billed and collected. We adapt the inputs per mode while keeping one consistent process so nothing falls between modes.

With a process that runs the same way on every transaction and an audit step that runs before money moves. Duplicate detection and invoice audit catch carrier overbilling, and pre-billing review catches missed or misapplied charges before the customer invoice goes out. Consistency is what keeps a small error rate from becoming a large dollar figure across thousands of transactions.

Yes. We operate inside your existing platform, including McLeod, TMW, Aljex, MercuryGate, Tai, and Turvo. Your data and reporting stay in place.

Yes. Bookkeeping is a standalone add-on delivered by a separate dedicated team inside QuickBooks, Xero, FreshBooks, or Sage. For a 3PL running high transaction volume across modes, it keeps settlement and your books current without adding internal staff.

3PL back-office support is the financial and document side of moving freight for multiple customers: POD and document chase, carrier invoice audit, shipper billing, accounts receivable and collections, and bookkeeping. It is handled as a dedicated function so your team can stay on operations and growth.

Many 3PL customers require invoices through EDI or their own portal instead of email, and each has its own format, reference fields, and timing. Getting it right means mapping every customer rule and submitting complete invoices the first time, which is where a lot of 3PL billing delays begin.

Pricing is scope-based and scales with load count, so the cost tracks the work instead of a fixed salary. For most 3PLs it runs below the fully loaded cost of an equivalent in-house team, with no hiring or turnover to manage.

A broker matches shippers and carriers and bills the spread. A 3PL often manages multiple modes, warehouses, and customer-specific rules, which makes its billing more complex. Both depend on the same disciplines: clean invoicing, carrier invoice audit, and steady AR follow-up.

That last discipline is its own desk. AR management for 3PLs runs multi-customer receivables on one cadence, with cash applied daily.