Every workflow between invoice and payment: _automated._
UPWELL · Platform Features
Every workflow between invoice and payment:
automated.
Upwell replaces manual AR operations with end-to-end automation across documents, invoices, portals, exceptions, and payments: purpose-built for logistics.
See It in ActionTurn document chaos
into trusted data.
AI 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.
Ingest
Documents arrive via email, portal, or integration: Upwell captures them automatically.
Parse & Classify
AI identifies document type, extracts key data fields, and understands context: even for non-standard formats.
Match to TMS
Documents are matched to the corresponding shipment record, validated on reference numbers, cost and price with packets assembled.
Auto-Approve or Flag
Complete, compliant document sets advance automatically. Incomplete or mismatched docs are surfaced for exception review.
Catch every error
before it costs you.
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.
No-touch billing at scale.
Automated follow-through.
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.
Stop logging in.
Start getting paid.
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.
Pre-Audit
Every invoice is validated against shipper-specific rules before it leaves your system.
Auto-Submit
Invoices and documents are formatted and uploaded to the correct portal automatically via EDI, API, or browser automation.
Real-Time Status Sync
Disposition updates are pulled from the portal, normalized into a unified status: Accepted, Under Review, Rejected, and returned to your system.
Exception & Resolve
Rejections surface with structured reason codes. Corrections are resubmitted automatically: the same rejection never happens twice.
Make it easy
to pay you.
Remove every excuse not to pay on time. Upwell embeds one-click payment options directly into invoices, statements, and reminders: so customers can pay instantly, from anywhere.
What It Is
Customers can pay invoices instantly via ACH or credit card through a secure, embedded payment experience: no portal login, no check required.
How It Works
Payment links are embedded directly in invoices, statements, and automated reminders. One click opens a secure payment flow. Status is tracked automatically and synced back to AR and accounting systems.
Where It Appears
Invoice Delivered
Customer receives invoice via their preferred channel with a payment link embedded.
One-Click Payment
Customer pays via ACH or credit card in seconds: no account setup, no friction.
Auto-Reconciled
Payment status is captured, matched to the open invoice, and applied automatically.
Know exactly when
and how much you'll be paid.
Upwell automatically reconciles customer payment details with open invoices: eliminating the manual matching process and giving finance teams a clear, real-time picture of cash position.
What It Is
Remittance Processing automatically ingests, matches, and applies payment details to open invoices: surfacing discrepancies and unclear payments for review while routing clean remittances straight through.
How It Works
Upwell ingests remittance data from emails, portal downloads, or EDI files. Payments are matched to open invoices using AI, discrepancies are flagged, and payment status is updated in your TMS and accounting systems in real time.
What Gets Eliminated
Manual remittance emails, spreadsheet matching, unapplied cash sitting in suspense, and hours spent investigating partial payments or underpayments.
Ingest Remittance
Payment details arrive via email, portal download, or EDI: captured automatically.
Match to Open Invoices
AI matches payment amounts to open invoice records, even when reference formats vary by customer.
Apply or Flag
Clean matches are applied immediately. Unclear or partial payments are surfaced with context for review.
Sync to Accounting
Payment status flows back to your TMS and accounting platform: AR stays current automatically.
Dashboard & Reporting
Visibility where it matters.
Real-time dashboards consolidate invoice status, exceptions, customer payment behavior, and cash forecasts into a single source of truth: giving AR managers, finance teams, and CFOs the view they need to act with confidence.
Ready to automate your AR?
See how Upwell eliminates manual work, accelerates cash flow, and scales your operations: without adding headcount.