Accounting & Financials

Invoice Faster, Get Paid Sooner

Auto-generate invoices from completed loads, submit directly to factoring companies, produce QuickBooks-familiar reports, settle drivers and contractors in a few clicks, and keep a clear picture of your fleet's earnings.

The Problem

Cash Flow Problems Start with Slow Invoicing

Every day an invoice sits unsent is a day you're not getting paid. Manual accounting creates delays, errors, and blind spots.

The Old Way

  • Building invoices manually from load sheets
  • Days or weeks to send invoices after delivery
  • Emailing documents to factoring companies one by one
  • No visibility into outstanding receivables
  • Hours spent manually re-entering load data into QuickBooks
  • Manual driver and contractor pay calculations every pay period

With Beyond Transport

  • Invoices auto-generated from completed loads
  • Send invoices in one click the day of delivery
  • Direct integration with 10+ factoring companies
  • Clear overview of your fleet's revenue and outstanding balances
  • QuickBooks-familiar reports — easy to export and reconcile
  • Driver and contractor settlements created in a few clicks
Invoice Automation

From Delivered Load to Submitted Billing Package in a Few Clicks

When a load is marked delivered, Beyond Transport automatically merges your BOL and POD into a ready-to-send billing package — submit it directly to your factoring company or to your customer in a few clicks.

  • Auto-Generated Invoices — All load details pre-populated from dispatch
  • Custom Invoice Templates — Add your logo, payment terms, and custom notes
  • BOL & POD Attachment — Documents uploaded by drivers auto-attach to the Billing Package
  • Batch Billing — Bill multiple loads to your factoring company at once — perfect for weekly billing cycles
  • Billing Status Tracking — Pending Verification, Ready for Billing, Billed, and Paid — full visibility at every step
Beyond Transport accounting
Built-In Integrations

Everything Connected, Nothing Re-Entered

Beyond Transport integrates with the tools your business already depends on — factoring companies, fuel cards, toll providers, and QuickBooks — so your financial data flows automatically without any manual work.

Factoring Integrations

Submit invoices directly to 10+ factoring companies including Triumph, RTS Financial, OTR Solutions, and more — without leaving the platform.

Fuel Integrations

Fuel transactions from major fuel card providers sync automatically. Costs are matched to loads and reflected in your P&L in real time.

Toll Integrations

Toll charges sync automatically from your transponder accounts and are allocated to the correct loads and trucks — no manual entry required.

QuickBooks-Ready Reports

Export financial reports in a format your accountant already knows. Reconcile books in minutes instead of hours — no double data entry.

Settlement & Reporting

Settlements, Deductions & Financial Reports

Beyond Transport handles the full financial lifecycle — from load revenue to driver pay, recurring deductions, and detailed reporting.

Customizable Settlements

Customizable layouts for company drivers and owner-operators. Send settlements to drivers in a few clicks.

Recurring Deductions

Set up driver and contractor deductions on any schedule — weekly, monthly, yearly, or fully at once. Applied automatically to settlements without any manual work.

Financial Reports

P&L broken down by truck, driver, dispatcher, broker, and more. Know exactly where you're making (and losing) money.

Journal Entries

Automatic accounting entries for every transaction in the system.

Ready to streamline your trucking business?

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