Request a demo

Automate the work from tender to cash.

Agents accept tenders, enter orders, prepare invoices, and follow up on payments. Built around your rules, connected to your existing systems.

Request a demo

Tender acceptance

Evaluate incoming loads against your rates, network, capacity, and commitments. Respond automatically when they meet your rules.

Check the commercial fit
Match the contracted lane, compare linehaul rates, and check reload history at the destination.
Look ahead at capacity
Project availability through current work, recurring loads, and accepted tenders. Check whether pickup and delivery can fit.
Respect customer commitments
Check weekly awards and shipper scorecards alongside the acceptance thresholds you set.
Respond and hand off to planning
Send the EDI acceptance and create an unassigned order in your TMS, ready for planning.

Order entry

Turn emails, PDFs, and EDI messages into complete TMS orders. The agent follows up for missing details and applies the rules your team knows by heart.

Read and match shipment details
Extract locations, stops, equipment, and references. Match the customer and facilities to records in your TMS.
Get the missing information
Email the customer when a detail is missing, read the reply, and fill the gap in the order automatically.
Apply customer rules and pricing
Use the required equipment and reference fields, then apply contracted linehaul and fuel charges.
Create the order and confirm
Write the completed order to your TMS and send the customer a confirmation.

Billing and AR

Take a delivered load through invoicing and cash application. Bring together the paperwork, charges, and payment records that usually live in different places.

Collect the billing paperwork
Gather signed proof of delivery and receipts. Request missing documents before assembling the billing packet.
Verify every charge
Check linehaul and fuel against the rate confirmation. Calculate detention from stop times and free time, and support lumper charges with receipts.
Submit and resolve rejections
Submit through the customer’s billing channel. Correct supported issues, such as an outdated PO, using the source documents and resubmit.
Apply payments to the right invoice
Match remittance details to invoices and post payments to your TMS. Missing remittance or unresolved deductions go to review.

Collections

Follow up on overdue invoices with the right context, on your schedule. Keep the account history current and stop the sequence as soon as payment posts.

Know what is still outstanding
Check due dates, open balances, and payment history before deciding which accounts need a follow-up.
Send reminders with the evidence
Email accounts payable with the invoice and signed POD attached. Log the contact and recheck the balance before the next reminder.
Follow your escalation policy
Use the cadence your team sets. Route disputes and unanswered accounts to a person when your policy calls for it.
Close the loop when payment posts
Pick up the posted-payment update, clear the collection case, and cancel the remaining follow-ups.

We understand every team runs differently.

Don’t see your workflow?
We’ll build it.

Let’s talk

Your operation,
down to the details.

Give your agents the knowledge that makes your business yours.

A shared playbook.
For every customer.

Keep operating instructions in one place. Add a rule once, and put it to work where it belongs.

Customer knowledge

Fresh Harvest

Operating instructionsUsed by

Read the Shipment ID field on the tender. Keep the PO number in its own field.

Source: Customer operating instructions

Make the next
order better.

A correction becomes a rule your agent can use again.

  1. You correct the reference

    4500-1182FH-30077

  2. Your agent remembers

    Use the shipment ID for
    Fresh Harvest orders.

  3. The next order gets it right

    Customer referenceFH-30102

See why your
agent acted.

Trace a decision back to the document and customer rule behind it.

  1. Your agent adds detention

    $1002 billable hours × $50

  2. The delivery record shows

    10:00–14:00 on site

  3. The customer contract allows

    2 hours free.
    Then $50 per hour.

Works with the systems you already use.

From your inbox to your TMS and accounting software, your agents work where your team does.

Explore integrations

FAQ

Can we start with one workflow?

Yes. Start with tender acceptance, order entry, billing, or collections. Add more workflows as your team is ready.

Can our team build and edit agents?

Yes. Build and refine agents yourself, or work with Maximal to implement them. Set the workflow steps, connected systems, and approval rules around how your operation runs.

What happens when something needs review?

You decide which actions need approval. Agents bring exceptions to your team with the source documents, proposed action, and context needed to make a decision.

Do we need to replace our existing systems?

No. We connect the workflows to your existing tools during implementation, including your inbox, TMS, customer portals, and accounting systems. We confirm the integrations needed for your operation as part of the implementation plan.