# 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 Action](https://upwell.com/contact/) 95% Loads Auto-Processed 99%+ First-Pass Acceptance Rate 87% Reduction in Manual Entry 3–13days DSO Reduction 3× AR Team Productivity [Document Intelligence](https://upwell.com/features#documents) [Pre-Invoice Audit](https://upwell.com/features#audit) [Invoicing + AR Automation](https://upwell.com/features#invoicing) [AP Portal Automation](https://upwell.com/features#portal) [Customer Payments](https://upwell.com/features#payments) [Remittance Processing](https://upwell.com/features#remittance) 01 Document Intelligence ## Turn 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. 1 #### Ingest Documents arrive via email, portal, or integration: Upwell captures them automatically. 2 #### Parse & Classify AI identifies document type, extracts key data fields, and understands context: even for non-standard formats. 3 #### Match to TMS Documents are matched to the corresponding shipment record, validated on reference numbers, cost and price with packets assembled. 4 #### Auto-Approve or Flag Complete, compliant document sets advance automatically. Incomplete or mismatched docs are surfaced for exception review. 95% Straight-Through Processing 10–15× More Volume Per Person 02 Pre-Invoice Audit ## 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. #### The Outcome Fewer disputes, less rework, faster customer approval. Reframes audit from "rules engine" to "payment readiness": the way customers experience the value. 03 Invoicing + AR Automation ## 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 EmailPortalEDIAPIPrint + Mail 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. #### The Outcome Faster billing cycles, consistent delivery, fewer mistakes: and automated follow-up that preserves customer relationships while driving cash outcomes. 04 AP Portal Automation ## 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. 1 #### Pre-Audit Every invoice is validated against shipper-specific rules before it leaves your system. 2 #### Auto-Submit Invoices and documents are formatted and uploaded to the correct portal automatically via EDI, API, or browser automation. 3 #### 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. 4 #### Exception & Resolve Rejections surface with structured reason codes. Corrections are resubmitted automatically: the same rejection never happens twice. 96% Reduction in Manual Portal Work 50+ Portals Supported 0 Logins Required #### The Outcome Get paid faster by eliminating preventable portal rejections. Save hours per week. Gain real-time visibility into approval, exception, and payment status: all from one system. 05 Customer Payments ## 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 Email invoicesCustomer statementsAR remindersCustomer portal 1 #### Invoice Delivered Customer receives invoice via their preferred channel with a payment link embedded. 2 #### One-Click Payment Customer pays via ACH or credit card in seconds: no account setup, no friction. 3 #### Auto-Reconciled Payment status is captured, matched to the open invoice, and applied automatically. ACH Bank Transfer Card Credit / Debit Auto Status Sync 06 Remittance Processing ## 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. #### The Outcome Finance teams move from reactive reconciliation to proactive cash management. You always know what's been paid, what's pending, and why: without opening a single email thread. 1 #### Ingest Remittance Payment details arrive via email, portal download, or EDI: captured automatically. 2 #### Match to Open Invoices AI matches payment amounts to open invoice records, even when reference formats vary by customer. 3 #### Apply or Flag Clean matches are applied immediately. Unclear or partial payments are surfaced with context for review. 4 #### 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. Days to pay and payment trends by customer Open and at-risk invoices in real time Cash forecast for the next 30–60 days Customers driving late payments Exceptions blocking cash, prioritized for action Invoicing speed and operational efficiency AR PerformanceAR AgingExceptions ## Ready to automate your AR? See how Upwell eliminates manual work, accelerates cash flow, and scales your operations: without adding headcount. [Request a Demo](https://upwell.com/contact/) View Integrations