Reform - AI Automation for Freight Forwarding and Logistics

What is Reform

If your team still processes freight invoices manually, spends hours matching bills of lading with commercial invoices, or watches valuable staff time disappear into repetitive data entry, you're looking at a problem that plagues nearly every freight forwarder and logistics company. The freight forwarding industry runs on documents—thousands of them, daily. Yet most operations still rely on manual processes that slow everything down and introduce costly errors.

Reform is an AI-powered workflow automation platform built specifically for freight forwarders and logistics companies. Unlike enterprise automation tools that require massive IT budgets and months of implementation, Reform focuses on one thing: automating the data-heavy tasks that consume your team's time, without replacing the systems you already use.

What makes Reform different is its AI-first approach combined with a human-in-the-loop design. The platform automates everything from quote generation to accounts payable processing to customs declaration preparation, but it keeps your team in the loop for decisions that require judgment. This means you get the speed of automation with the accuracy that only human oversight can provide.

The numbers speak for themselves. Reform users have automated over 20 million tasks, processed more than $500 million in AP invoices, and saved over 250,000 hours of manual work. Single clients have reported saving $1 million annually and reclaiming 2,000+ hours per month. That's not theoretical efficiency—it's real time back in your team's day.

Core Capabilities That Drive Real Results

Reform isn't about adding another tool to your stack—it's about making your existing tools work harder. Here's what you can accomplish with the platform.

Workflow Automation lets you build complex, multi-step processes that span across your systems. Whether you need to synchronize data between CargoWise and QuickBooks, create multi-step approval chains, or trigger actions based on specific conditions, the visual workflow builder handles it. Teams using this capability have reported saving 2,000+ hours per month on repetitive tasks that previously consumed their entire operations team.

Document Data Extraction uses AI to pull structured data from bills of lading, commercial invoices, packing lists, and other shipping documents. The system processes a typical bill in just 18 seconds—far faster than any manual entry could achieve, and with significantly fewer errors. This directly feeds into your customs preparation and AP processing workflows.

Customs Declaration Automation eliminates the manual drudgery of preparing customs paperwork. Reform extracts the necessary data from your documents and generates properly formatted declaration forms automatically. Customs Direct, one of our customers, saves 40 minutes on every single customs entry they process. When you're handling dozens of entries daily, that time adds up fast.

Accounts Payable Automation handles the entire invoice-to-payment workflow: receiving invoices, extracting data, matching against purchase orders and bills of lading (the famous "three-way match"), flagging exceptions for human review, and reconciling payments. Fredric Schad processes 2,500+ invoices daily using Reform—something that would be impossible with manual processing.

Shipment Consolidation automatically creates consolidation documents by extracting and transforming data from master and house bills. KCE Logistics reduced their consolidation creation time by 80%, turning a multi-hour process into minutes.

Quote Automation pulls rate data, calculates pricing, and generates professional quotes in minutes rather than hours. Your sales team stops being a data-entry bottleneck and starts being actual salespeople.

Duty Drawback Automation handles the complex, document-intensive process of reclaiming duties on exported goods. CITTA Brokerage, specializing in drawback, saves 1,600 hours every month—time their team now spends on higher-value client work.

Real-time Dashboards give you visibility across all your processes. See what's been processed, what's pending, where bottlenecks are forming, and what your team is accomplishing. Data that used to live in separate systems now flows into unified analytics.

Who Benefits Most from Reform

Reform serves the entire freight forwarding ecosystem, but certain teams see the most dramatic improvements.

Financial and Accounting Teams dealing with AP processing get transformative results. If your team currently spends hours matching invoices to POs and bills of lading, Reform automates the entire three-way match process. KCE Logistics reduced their invoice processing time by two-thirds, and their document backlog decreased by five times. The team went from drowning in data entry to having time for actual financial analysis and strategic work.

Customs Brokers and Declaration Specialists reclaim enormous amounts of time on every shipment. Customs Direct saves 40 minutes per customs entry—that's nearly a full workweek saved on just 10 entries. Interlink Trade Services quadrupled their processing capacity and reduced entry processing time by more than 75%. When your bottleneck is manual document preparation, these time savings directly translate to more entries processed and more revenue captured.

Freight Forwarders and NVOCCs handling shipment consolidation and data management see massive efficiency gains. Joffroy Global saved 85% on their data processing time. When you're managing hundreds of shipments with documents flowing in from carriers, agents, and customers worldwide, that percentage translates to entire positions worth of capacity.

Operations Teams managing the booking-to-delivery lifecycle automate away the coordination overhead that typically requires constant manual follow-up. By connecting your TMS and other systems, Reform creates seamless handoffs between booking, documentation, customs, and delivery—alerting your team only when something needs attention.

Duty Drawback Specialists handling duty refund claims benefit from end-to-end automation of what is traditionally a painfully manual process. CITTA Brokerage processes drawback claims at scale that would be impossible without automation, turning a tedious compliance exercise into a streamlined operation.

Technical Architecture and Integration Ecosystem

Reform was built from the ground up for the freight forwarding industry. Here's what that means technically and practically.

AI-First Platform Architecture means every capability—from document extraction to workflow logic—is powered by machine learning models trained specifically on freight documents and logistics workflows. This isn't generic automation bolted onto a logistics tool; it's AI that understands what a bill of lading is, what data matters on a commercial invoice, and how freight workflows actually operate.

Native Integrations connect directly with the tools your industry already uses. Reform integrates natively with CargoWise (the dominant TMS in our space), QuickBooks for accounting, Excel for spreadsheet workflows, Gmail and Outlook for email automation, and Zapier for connecting to thousands of other apps. These aren't third-party middleware connections—they're built-in, maintained, and supported.

Custom API Integration extends to your internal systems. If you have proprietary software or legacy systems with programming interfaces, Reform's development team can build custom integrations. This means you're not forced to abandon the systems you've invested in—you simply connect them through APIs and let Reform orchestrate the data flow.

Visual Workflow Builder lets your team create and modify automations without writing code. But don't mistake "no-code" for "limited"—the builder supports complex conditional logic, branching paths, parallel processing, and sophisticated error handling. You can build workflows that mirror your actual business processes, not just simple if-this-then-that rules.

Programming Access through full API capability means developers at your organization can extend functionality, build custom integrations, or embed Reform capabilities directly into your existing applications. For larger organizations, this opens up possibilities that no-code tools can't match.

Human-in-the-Loop Architecture is perhaps the most important technical differentiator. Reform is designed to involve humans at decision points, not just at the start and end. When the AI encounters something unusual—an invoice that doesn't match expected patterns, a customs declaration with missing data, a rate that seems off—your team gets notified and can make the judgment call. This prevents the "garbage in, garbage out" problem that plagues fully automated systems.

Pricing Plans

Reform offers three tiers designed to match your organization's size and automation ambitions. All plans include dedicated onboarding, analytics dashboards, and the core platform capabilities.

Team works well for small brokerages and independent operators who need to automate a few key processes—typically AP automation or customs preparation. You'll get one admin seat, enough credits for moderate automation volume, and access to all core features including the workflow builder and document extraction.

Operations suits growing freight forwarders and mid-sized报关行 that need to scale their automation. Four admin seats allow your operations manager, finance lead, and key team members to all have access. Unlimited automations mean you can build out comprehensive coverage across departments. The three integrations (likely CargoWise, QuickBooks, plus one other) cover most mid-market needs, and SLA guarantees ensure your critical workflows stay priority.

Enterprise is for larger organizations running heavy automation volumes across multiple departments and systems. Unlimited everything means you never hit ceilings. Dedicated infrastructure provides isolation and performance guarantees, and 24/7 phone support ensures you always reach someone when issues arise.

Every plan includes: dedicated onboarding, reporting and analytics dashboards, email and Slack/Teams support, API access, group and role management, internal system integration capabilities, and priority automation queues.

Frequently Asked Questions