01

Performance review

Logistics

01

Performance review

Calder Freight

Invoice agent

3.4 mo

to pay back

2,100 invoices a month, matched to purchase orders. Anything over $10,000 still goes to a person.

6 weeks

to go live

96%

handled with nobody

140 people

Client size

Logistics

Industry

A freight loading bay with one dock door open and a trailer waiting

02

The review

In plain words

02

The review

01

01

The challenge

Three people spent most of their week matching invoices to purchase orders by hand. At 2,100 invoices a month, duplicates and small overcharges slipped through, and month-end ran late.

02

02

What we built

We started with a five-day audit, then trained one agent on Calder’s contracts and rate cards. It matches each invoice, posts the clean ones and stops above $10,000. For five weeks it worked next to the team, and a person approved every posting.

03

03

What happened

It now handles 96% of invoices with nobody, gives the team 61 hours back each month and paid for itself in 3.4 months. In its first 90 days it caught three errors that would otherwise have been paid.

03

The numbers

From the log

03

The numbers

61 hrs

back each month

6 weeks

to go live

96%

need nobody

3

errors caught in 90 days

From the log

INV-2044

INV-2044

$18,600

Approved

INV-2045

INV-2045

$612

Posted

INV-2046

INV-2046

$8,300

Caught

04

From the client

Calder Freight

04

From the client

Maya Ellis

Operations director

It flagged three invoices we would have paid twice. Then it told us what it got wrong in week one.

05

More reviews

Keep reading

05

More reviews

06 / Your turn

Your next hire can start in six weeks.

Tomas Reid

Tomas Reid

replies the same day

Unit 07, general arrangementReach 1.4 mYours from week one

06 / Your turn

Your next hire can start in six weeks.

Tomas Reid

Tomas Reid

replies the same day

Unit 07, general arrangementReach 1.4 mYours from week one

06 / Your turn

Your next hire can start in six weeks.

Tomas Reid

Tomas Reid

replies the same day

Unit 07, general arrangementReach 1.4 mYours from week one

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