Your SOPs become AI agents.

Auto-collects required shipment data and ensures on-time ISF-5 and ISF-10 filings with US Customs, with confirmation alerts when filing is complete.

Parses booking requests, builds a clean shipment file with standardized parties, and pushes into your TMS without manual entry. Works with CargoWise, Mastery, PortPro, Tai, and many others.

Validates data and docs for ISF 10+2, AES/EEI, and import entries. Runs HTS classification across SKUs, coordinates holds and exams, and routes missing info before deadlines slip.

Reads PDFs, Excel, CSV, and email attachments from your inbox and document sources. Maps charge codes, handles currency, validates, then posts to your TMS.

Ingests carrier and vendor invoices, matches to shipments and accruals, and validates demurrage, detention, storage, chassis, and accessorial charges against events and SOP rules.

Pushes milestone updates, rollover warnings, and ETA changes to customers on their preferred channel, based on SOP rules, before they have to ask.

Ingests spot quotes and RFPs from email, portals, and spreadsheets. Extracts lane, incoterms, commodity, weights, dims, and hazards, then assembles responses and syncs to the TMS.

Sends a customer-ready acknowledgement when a new booking file is created, using their preferred template and contacts.

Ingests status from portals, carriers, and partners. Normalizes milestones, maintains ETAs, and keeps your TMS and customer-facing views in sync in real time.

Ingests and validates commercial invoices, packing lists, HBLs, HAWBs, COOs, SLIs, DGDs, VGMs, insurance certificates, arrival notices, and pre-alerts. Assembles packets and chases missing docs automatically.

Automatically collects the interchange receipt (J1) when a container is outgated, and attaches it to the container timeline so proof of handoff lives with the shipment.

Pulls together the shipment data, documents, and entry details needed to prepare customs filings, automating up to 50% of the manual effort involved.

Detects customs holds early and proactively notifies brokers to prevent delays, giving your team time to act before the container arrives at port.

Detects bill-of-lading changes, diffs against the filed ISF, and prepares an amendment for review before resubmitting.

Flags missed ISF cutoffs, drafts the filing from available docs, and escalates to ops with a clear action list.

Identifies restricted commodities and pre-fills PGA lines from product master data before human sign-off.

Estimates duties and fees from the commercial invoice and HTS table so finance can accrue before entry posts.

Retrieves Last Free Days from carrier portals and email threads using AI, pushing automated LFD coverage past 90% for containers where standard data feeds fall short.

Monitors free time windows across all active containers and automatically escalates at-risk shipments before demurrage or detention charges begin to accrue.

Triggers a pre-pull to the warehouse or ramp as soon as booking is confirmed, per account rules on timing and location.

Confirms which container moved with which chassis on which day, creating a clean audit trail for chassis billing disputes and per diem management.

Books and manages terminal appointments (import pickup, empty drop, and more) directly inside OpenTrack, without switching to the terminal portal.

Runs on a daily or weekly loop to post expected costs from open shipments before vendor invoices arrive.

Maps vendor line items to your charge codes and currencies when an invoice arrives by email or on the shipment file.

Builds a pre-alert from vessel departure data and customer SOP, ready to send before cargo arrives.

Packages the arrival notice with required attachments and sends to customer inboxes per account SOP. Generation and outbound delivery, not carrier-email extraction.

Compiles in-transit and exception summaries on a scheduled cadence, tailored to each account’s report format.

Monitors shared inboxes and classifies every inbound message into quote, booking, document, status, change, exception, billing, or compliance work items tied to the right shipment.

Sends AI-drafted, white-labeled milestone updates to your end customers from your branded inbox, threaded per container, with per-customer routing and human approval before full automation.