LoadLedger
Product tour

Your TMS runs loads. LoadLedger closes them financially.

LoadLedger turns the operational and financial records that arrive after dispatch - TMS exports, fuel, tolls, invoices, receipts, and rate documents - into trusted load-level margins. It matches what it can, flags what needs review, and surfaces what’s still missing. Here’s the workflow, surface by surface.

01Import

Bring in your records

Import the operational and financial records you already have - supported TMS exports, fuel and toll data, invoices, receipts, rate documents, and spreadsheets - as CSV, XLSX, or PDF. LoadLedger classifies each one as it lands and works alongside your existing TMS and accounting workflow.

  • Supported TMS, fuel, toll, invoice, receipt & rate-doc sources
  • Each file classified on import - no templates to configure
  • Bulk-import a whole month at once
LImport
Auto-classified
Import supported files - CSV, XLSX, PDF
dispatch_june.xlsxFreight
fuel_statement.csvFuel
tolls_q2.pdfToll
receipt_3481.jpgReceipt
02Match

Match high-confidence records automatically

LoadLedger extracts the financial details from each record and matches the high-confidence ones to the right load, truck, driver, customer, or vendor. Anything it can’t place with confidence is held back for review - never silently guessed.

  • A confidence score on every match
  • Auto-matches only what it’s sure about
  • Holds ambiguous items for a human
LAuto-match
Confidence-scored
Fuel · $312.40Load #1042
98%Matched
Toll · $18.50Load #1042
95%Matched
Lumper · $120.00Load #1039
72%Review
03Exceptions

Review only the exceptions

Unmatched transactions, uncertain matches, missing documents, and conflicting records land in one queue - so your team reviews the handful of items that need a decision instead of checking every line.

  • Approve or reject uncertain matches
  • Suggested column mappings ranked first
  • “Do not import” for noise you don’t need
LReview
2 to resolve

Uncertain match

Lumper · $120.00Load #103972%
ApproveReject

Map columns

AmountCost amountSuggested
Txn DateOccurred atSuggested
Internal refDo not import
04Margins

Trusted load-level margins

See revenue, captured costs, estimated costs, and unresolved items in one load-level view. A margin stays clearly marked as estimated until every supporting record is received and reconciled.

  • Confirmed, estimated & pending costs at a glance
  • Estimated until all records are reconciled
  • Loss flagged with the reason, not just a red number
LLoad #1042
Est. margin

Revenue

$2,450

Costs

$1,980

Profit

+$470

Captured $1,148Driver wage $594Allocated truck $238
05Revenue

Verify revenue against your rate documents

Compare the expected revenue from your rate confirmations with what was invoiced or recorded, and surface the discrepancies - so a short-paid or mis-rated load doesn’t slip through.

  • Expected-vs-actual revenue per load
  • Variance surfaced and explained
  • Catch revenue gaps before they’re written off
LExpected vs actual
Rate card
LaneExpectedActualVariance
Bradford → Toronto$2,300$2,450+$150
Milton → Chicago$2,100$1,950−$150
Brampton → Detroit$1,300$1,400+$100
06Gaps

Find missing costs and revenue gaps

Roll the load-level view up by lane, customer, and truck to see which loads are financially complete - and which may still be missing fuel, tolls, receipts, or accessorials before a gap becomes a write-off.

  • Spot loads still missing supporting records
  • By lane, customer & truck
  • Find gaps before they become write-offs
LProfit by lane
This month
Bradford → Toronto+$1,880
Delphi → Hudsonville+$1,120
Brampton → Detroit+$840
Milton → Chicago−$150
07Audit

Trace every number to its source

Each amount links back to the document it came from, and every match, confirmation, and change is logged - so you can see what a number is, what supports it, and whether it was confirmed or estimated.

  • Source document behind every cost
  • Full activity trail of who changed what
  • Confirmed vs. estimated, always visible
LActivity
Load #1042
  1. Fuel $312.40 matched to Load #1042

    auto · 98% · 2m ago

  2. Lumper $120.00 confirmed

    by Alik O. · 5m ago

  3. Receipt #3481 read & added

    OCR · 11m ago

  4. Snapshot recomputed - profit +$470

    system · 11m ago

IntegrationsComing soon

Skip the upload - connect your tools

Link Gmail, Outlook, and Microsoft Teams, and LoadLedger will pull fuel, toll, and receipt documents straight from your inbox and channels - the same reconciliation, with zero download-and-drop.

Gmail

Auto-import receipts & statements from your inbox

Outlook

Same inbox ingestion for Microsoft 365

Microsoft Teams

Drop a file in a channel - we ingest it

Slack

Forward a receipt from any channel

Google Drive

Watch a folder for new freight docs

QuickBooks

Sync confirmed costs to your books

Stop guessing which load margins are real.

Bring your operational and financial records into one reconciliation workflow. Automatically match what’s clear, review what’s not, and close each load with confidence.