UPWELL · Platform Features
Upwell replaces manual AR operations with end-to-end automation across documents, invoices, portals, exceptions, and payments: purpose-built for logistics.
See It in ActionAI that reads freight documents the way your team does: recognizing BOLs, PODs, rate confirmations, and accessorials in context: then matches, validates, and routes them automatically at scale.
What It Is
Document Intelligence uses AI to read, validate, classify, and match carrier and customer documents to shipments automatically: processing at scale with greater accuracy than manual review.
How It Works
Documents arrive via email or TMS, are parsed with advanced AI, matched to TMS shipment data, audited for completeness, and automatically approved or flagged for exceptions: splitting and syncing multi-document packets without manual touch.
What It Handles
Bills of Lading, Proofs of Delivery, Rate Confirmations, Lumper Receipts, Accessorial documentation, and custom shipper-required paperwork: ingested, classified, and matched in a single automated pass.
Documents arrive via email, portal, or integration: Upwell captures them automatically.
AI identifies document type, extracts key data fields, and understands context: even for non-standard formats.
Documents are matched to the corresponding shipment record, validated on reference numbers, cost and price with packets assembled.
Complete, compliant document sets advance automatically. Incomplete or mismatched docs are surfaced for exception review.
Two audits. Zero surprises. Every document is validated against your customers' billing rules before it moves. Every invoice is audited before it's sent. Errors get caught before they cost you.
What It Is
A unified audit layer that validates both carrier charges and customer invoices: enforcing accuracy, compliance, and payment readiness at every step of the invoice lifecycle.
How It Works
Configurable, customer-specific rules and AI-driven document validation ensure all charges, references, and supporting documents are complete and compliant prior to submission. AP and AR values are reconciled. Shipper-ready invoices produced in a single pass.
Why It Matters
Invoice Audit is about prevention, not cleanup. Clean invoices pass automatically with no human review. Only true exceptions (invoices with genuine issues) ever reach your team.
Invoicing
What It Is
Upwell generates invoices from TMS data, applies customer-specific templates and document rules, and delivers them via email, portal, EDI, API, or print + mail: removing TMS constraints entirely.
Delivery Formats
Upwell delivers invoices exactly how each customer requires and proactively manages follow-up: without manual packaging, delivery tracking, or collections chasing.
AR Automation
What It Is
AR Automation proactively manages invoice follow-up based on each customer's behavior: tracking delivery, engagement, payment history, and terms, then automatically sending reminders using customer-specific cadences.
How It Works
Upwell learns how each customer pays. Reminders, statements, and escalations are automatically triggered based on invoice age, customer segment, and payment behavior: so your team focuses on real exceptions, not routine chasing.
Upwell fully automates how invoices and supporting documents are delivered, tracked, corrected, and approved through shipper and freight audit payment portals: without your team touching a single portal.
What It Is
End-to-end automation across every freight audit and payment portal: from pre-audit through submission, real-time status sync, exception handling, and resubmission. Every invoice is validated against shipper-specific rules before it leaves your system, ensuring your invoices are approved the first time, every time.
How It Works
Upwell pre-audits invoices against each customer's requirements, automatically submits via portal, EDI, or API, retrieves real-time status updates, flags exceptions, and resubmits corrected invoices: with zero manual portal work.
What It Replaces
Manual portal logins, document uploads, status checks, copy-paste corrections, and the spreadsheet tracking all of it. Replaced by one automated workflow.
Every invoice is validated against shipper-specific rules before it leaves your system.
Invoices and documents are formatted and uploaded to the correct portal automatically via EDI, API, or browser automation.
Disposition updates are pulled from the portal, normalized into a unified status: Accepted, Under Review, Rejected, and returned to your system.
Rejections surface with structured reason codes. Corrections are resubmitted automatically: the same rejection never happens twice.