Where every load
closes its books.
Generate invoices from tariff tables, settle carrier payments, push financials to your accounting system, and report on every load, lane, and margin decision, all inside Salesforce.
Most billing happens after operations are done caring about the load.
By the time the invoice goes out, dispatch has moved on to the next load, the rate was set in a system accounting can’t see, and the margin is unknown until someone exports a spreadsheet and does the math manually.
The issue is not billing speed. The issue is that billing was disconnected from operations to begin with.
When billing runs on the same record as dispatch, the rate agreed during quoting is the rate on the invoice. The margin seen during dispatch is the margin confirmed after delivery. Nothing gets re-entered, recalculated, or discovered late.
Billing confirms the rate. It does not create it.
The rate was calculated in the Quoting System, from a tariff table or agreed contract. Billing’s job is to close against that rate precisely, every time, without anyone re-entering a number.
Six capabilities. One financial close for every load.
Each capability connects a step in the billing cycle to the load record it belongs to, so nothing has to be re-entered or reconciled after the fact.
The rate that was agreed is the rate on the invoice, calculated, not retyped.
What you owe the carrier is calculated the same way the invoice was, from the load record.
Run your books inside Salesforce, or push to the system you already have, your choice.
Delivery confirmation starts the billing cycle automatically, not when someone remembers to.
Every financial document produced from the load record that created it.
Every load, lane, customer, and margin decision reported from the same data that ran the operation.
Native accounting or accounting integration, your operation decides.
FTM is not an accounting system. But it doesn’t leave a gap where one should be. Run your books natively inside Salesforce, or push to the system you already use. Both paths work from the same load record.
For operations that want accounting and transportation on the same platform without a separate tool.
For operations that already have an accounting system in place and want transportation to feed it automatically.
The load record is the source of truth either way. Whether the invoice lives in Salesforce or gets pushed to QuickBooks, both systems are reading from the same freight data, so the numbers match.
What changes when billing closes on the load record.
These are the operational shifts teams report after moving billing inside the TMS, not promises about specific numbers your operation will see.
Every decision made upstream closes here.
The rate set in the Quoting System, the carrier sourced through Private Loadboard, the delivery confirmed in the Driver App, all of it lands in Billing and Reporting as a single financial record.
This is the same chain described across every FTM workflow page. Billing and Reporting is the last node in that chain. Every financial figure it produces can be traced back to the operational decision that created it.
Why Billing and Reporting works better on Salesforce.
Billing that runs alongside transportation data is always one sync behind. Billing that runs on the same record is always current.
Deploy without rebuilding your billing process.
FTM billing is configured around your existing rate structures, document formats, and accounting workflow, not the other way around.
Questions finance and operations ask before rolling out.
For questions specific to your rate structures or accounting setup, a transportation specialist can walk through your use case.
See how every load closes its books.
Bring your rate structures and accounting setup. FTM will show how billing, settlements, and reporting work from the same Salesforce record.
