Lade
AI-assisted pricing, quoting, CRM, and a freight-grade general ledger
An operations platform for freight forwarders — rates, quotes, customers, shipments, invoices, and a real accounting ledger in one place. AI drafts a priced quote straight from a customer email, and margin is computed exactly on every shipment, never estimated.
Forwarders price in spreadsheets: buy and sell rates drift apart, surcharges get missed, currencies move between quote and invoice, and margin is a guess. Meanwhile at-risk customers go unnoticed until the volume is gone, and receivables age in a different system entirely.
Freight forwarders and NVOCCs running ocean and air — pricing desks, sales teams, and finance and credit-control teams that quote, contract, invoice, and manage accounts at volume.
The full picture
Replace the spreadsheet quote stack — and close the books in the same platform.
- Prices ocean and air shipments charge by charge, with the exchange rate locked so every quote can be reproduced.
- Cost and selling price sit side by side on every line, so margin is the exact difference — never an estimate.
- Paste a customer email and Claude drafts a priced quote; ask for a selling rate and it recommends one from that customer's own history.
- A customer risk radar grades every account red, amber, or green from live shipment data — and shows volume you could win back.
- Shipment tracking, receivables aging, rate cards, and contracts — every money figure exact and audit-logged.
- A genuine double-entry ledger: AI-assisted bookkeeping, carrier bills checked against each job, and profit by lane, customer, or salesperson.
From input to audit trail.
Price
Set up cost and selling rates per route and validity window — or let the AI recommend the selling rate.
Quote
Enter shipment measures, or paste a customer email and Claude drafts the quote; the engine assembles it charge by charge.
Margin
Cost and price pair on every line; margin and totals are computed exactly at a locked exchange rate.
Run
Track shipments and invoices, watch at-risk accounts on the dashboard, and close contracts — every change written to the audit log.
Account
Post carrier bills with AI help, see each job's margin, and close the books in a real double-entry ledger — multi-currency and fully audited.
What it does.
All-In Quoting Engine
Builds every quote charge by charge — percentage surcharges and minimum fees included — and the same inputs always give the same quote.
AI Quote from Email
Paste a customer enquiry and Claude reads the route, container type, and cargo details, then drafts a priced quote through the same engine.
Smart Pricing
Recommends a selling rate from the customer's volume, trend, risk, and market benchmarks — with a margin floor it won't cross.
Exact Margin & FX
Cost and selling price pair on every charge, so margin is exact — with the exchange rate locked when the quote is issued.
Ocean & Air Pricing
Full containers priced per box, part loads by weight or volume, and air freight by chargeable weight.
Buy/Sell Rate Cards
Manage cost and selling rates side by side, per route and mode, with validity dates and versions.
Customer Risk Radar
Grades every customer red, amber, or green from real shipment data — flagging falling volume and business you could win back.
Shipments & Invoicing
Tracks every shipment from booking to delivery, plus invoicing, payments, and overdue-account aging.
Contracts & Audit
Customer, credit, and contract management with a permanent audit trail; every money figure stored exactly.
Carrier Rate-Sheet Capture
Drop a carrier's rate sheet or email and Claude extracts the lines into a draft cost rate card for a person to approve.
Document Auto-Tracking
Booking confirmations, arrival notices, and bills of lading are read and placed on each shipment's timeline automatically.
Smart Collections
Drafts the right payment-reminder email for each overdue customer — the amounts come straight from the books.
Account Pre-Call Brief
Pulls the customer's full picture — volume, trend, open claims, unpaid invoices — into a one-screen brief before you call.
Risk Narratives
Explains in plain words why a customer turned red or amber, using real numbers, and suggests the next step.
Contract Intelligence
Extracts key terms from an uploaded contract and flags mismatches against your active rate cards.
Double-Entry Ledger
A real general ledger — balanced entries, trial balance, and account drill-downs — with a person reviewing before anything posts.
AI Bookkeeping
Record an entry by hand, by describing it, or by dropping in a document — the AI proposes, a person approves and posts.
Carrier Bill Checking
Carrier and agent bills are checked against each job's cost estimate; over-billing is flagged before you pay.
AI Invoice Coding
Reads a carrier invoice and maps each line to the right account, with a confidence score for one-click approval.
Job Costing
Margin per shipment — price, estimated cost, actual billed cost, and the difference — even before the carrier's invoice arrives.
Profit Views
Profit by route, customer, salesperson, or branch — computed straight from the ledger so it always ties to the books.
See Lade in action
Built for freight forwarders and nvoccs running ocean and air — pricing desks. Try it on the live site, or book a walkthrough with our team.