An intelligence layer for the operation you already run.
TrueFlo connects each order to the documents, deadlines, rules and decisions around it. It checks new information against that record, flags what needs attention, and prepares the work that follows.
@logistics The short-load flag on 417. What does it change, and what do I have to decide before the document deadline?
- Read the loading confirmation, page 1
- Compared it against the sales order and the draft invoice
- Checked the certificate request quantity
18 of 20 pallets loaded, 1,800 of 2,000 cartons. The draft invoice still bills 2,000 and the certificate was requested at 2,000, so both have to change. 48 hours to the document deadline. Three things are ready. One decision is yours: the 200 open cartons.
- Customer note in the drafts folderDraftedwaits on the trader
- Draft invoice quantity 2,000 → 1,800waits on the controller
- Hold on the invoice until the certificate matchesStagedwaits on the documentation desk
One shape of operation, as an example. Kestrel Coast Produce, the order and its numbers are made up, and the arithmetic is consistent so you can check it.
Where are the documents for 417, and what is still missing before Thursday's deadline?
- Listed the six documents this destination requires
- Matched five of them to the order record
- Read the document deadline off the booking confirmation
Five of six are in: sales order, purchase order, booking confirmation, loading confirmation and the draft invoice. The phytosanitary certificate is still missing, and it was requested at 2,000 cartons.
The document deadline is Thursday 4:00pm, 48 hours from now. A follow-up to the certifying office is ready in your drafts folder.
- Follow-up on the certificate, corrected to 1,800 cartonsDraftedwaits on the documentation desk
- Certificate line changed to "requested at 2,000, must match 1,800"Stagedwaits on the documentation desk
What did the carrier confirm for 417, and does it match what we asked for?
- Read the booking confirmation, page 2
- Compared temperature and vent against the sales order
- Checked both against the handling rule for table grapes
The carrier confirmed 32°F with the vent closed, the same as the order and the same as the handling rule for table grapes. Document deadline Thursday 4:00pm, cargo deadline Friday 12:00pm, sailing Saturday.
Booking check: READY. Nothing to do and nobody interrupted.
- Booking check on 417 marked READYReadynothing waits on anyone
Incoming documents, checked against your orders and your team's rules.
The confirmation is in the inbox, the order is in the ERP, the deadline is on the booking. Your team is left to compare them by hand.
Watched inbox and nightly exportIt reads both sides.
A forwarding rule sends the mail you already receive. A scheduled export sends your orders. One record holds what you agreed and what actually happened.
It checks the moment something lands.
Each arrival and each advancing clock re-checks the order against what was ordered, the rules for that destination and commodity, and the deadlines.
It routes the result to a person.
What does not match goes to whoever owns it, citing the page it came from, with the draft already written. Sending, writing and the commercial calls wait for a person.
Built for operations that run on other people's paperwork.
If the documents that decide whether an order ships, clears and gets paid come from outside your company, this is the shape TrueFlo is built for.
Exporters
Did the container load what was sold, and will the documents clear at the other end?
Booking confirmation · loading confirmation · certificate · bill of lading
Importers
Does the entry match the invoice, and is anything holding up the release?
Purchase order · commercial invoice · customs entry · arrival notice
Distributors
Did what arrived match what was ordered, and what is the deduction for?
Purchase order · advance ship notice · receiving report · chargeback
Different documents. The same shape: an order, the paperwork that arrives around it, and the moment two of them disagree.
Keep your systems. Cut the duplicate work.
The layer reads your systems where they are and leaves them there, and you choose what it can see before it sees anything.
Read through forwarded email, scheduled exports and shared folders. No native connector is required to start.
A short load is found the day it loads, not the day it lands.
One example. The loading confirmation said 1,800, the order and the invoice said 2,000. Twelve minutes later, this was waiting.
See the whole traceHow your team uses TrueFlo.
Ask the record
Anyone on the team asks a question and gets the answer from the record, with the documents it came from. It never sends, writes or decides.
See an order tracedYour team's know-how, written down
We write down the rules each desk uses, test them against real orders, and keep them current with the people who own them. Every check reads them.
How skills workOne email per person
A morning email with only what is theirs and what needs attention next. Every line cites its document. Nothing to click, and it is refreshed each morning.
See every workflowThe gate
Every proposed change shows the field, the current value, the proposed value and who proposed it. Every note is a draft until someone presses send. There is no setting that turns this off.
How the gate worksStart small. See everything. Then decide.
We learn how your operation actually runs, then build against what we find. TrueFlo is configured around your operation and run for you, starting with one workflow.
The Operations Map
We sit at the desk where the work happens and map how it actually gets done - every document, every handoff, every hour. It starts after the first call with a model of your own orders, before you commit to a build.
- Yours to keep, build with us or not
The First Workflow
We build the workflow for the job your team most resents doing by hand, read-only, alongside them on real orders. You see every catch and every miss first.
- A baseline measured before it turns on
Run and grow
We keep the layer running, keep the rules current, and add the next workflow against the same record. Every month you get the numbers, even when they are bad.
- Agreed maintenance and rule changes included in the monthly run fee
The map ends with a defined workflow, scope and quote. You decide whether to proceed.
Bring one order that went wrong last month.
We will trace it in front of you and name the first workflow worth testing.
Book a callNothing gets connected on the call and nothing is ever sent without you. Prefer email? zach@trueflo.net