Unified Data Reconciliation

Turn Operational Data into Verified Revenue.

Integrate your TMS, accounting, and factoring data into a single source of truth. We help high-volume logistics teams identify and resolve the discrepancies that complicate year-end closures and hinder growth.

$8K–$15K avg. monthly leakage found
30+ freight-specific KPIs
Rapid Development — no IT needed
CoreSync — March 2026
TMS Margin
$47,200
↑ 12% vs last month
Actual (Bank)
$31,400
↓ $15,800 gap
Recon Gap
33.5%
4 issues found
4 Reconciliation Issues Detected Factoring fees, carrier overpays, and unbilled detention across 23 loads

Disconnected Systems Create Financial Friction.

When operational data and financial settlements live in siloed platforms, true profitability remains obscured. We provide the architecture to connect these dots, replacing manual guesswork with verified precision.

System Fragmentation

Operational data in your TMS rarely communicates with settlements in your bank or factoring portal, creating blind spots in your net margin visibility.

Unresolved Discrepancies

Factoring adjustments, carrier payment variances, and unbilled accessorials can erode margins without appearing in standard operational reports.

Manual Reconciliation Bottlenecks

Reliance on manual spreadsheet reconciliation is not scalable. It leads to late detection of variances and prevents proactive financial decision-making.

Surface the Insights Hiding Within Your Data.

We build logic-based auditing tools that flag exceptions and reconcile transactions at the granular level, ensuring your financial reports reflect reality.

01

Cross-Platform Reconciliation

We automate the matching of operational loads to bank and factor records, identifying exactly where your reported margin deviates from cash on hand.

TMS ↔ QuickBooks Settlement Matching
02

Automated Profit Audits

Custom audit rules that run on every data upload. Flag loads where the carrier was overpaid, detention went unbilled, or a customer deduction slipped through.

Logic-Based Auditing Exception Alerts
03

Customer & Lane Profitability

Gain visibility into which lanes and customers are truly profitable after accounting for all settlement costs and administrative overhead.

Net Margin Analysis Customer Audits
04

Oversight Dashboards

Access 30+ specific KPIs including gross margin variances, receivables aging, and continuous reconciliation health in a single, unified view.

Continuous Monitoring Data Visualization

Where did the other $15,800 go?

Your TMS says you made $47K this month. Your bank account says $31K. That delta isn't a mystery — it's findable, fixable, and often recoverable. Here's a real example of what we surface:

TMS Reported Margin $47,200
Actual Cash Collected $31,400
Reconciliation Gap −$15,800
💰

Factoring Fees Not in TMS

Your factor charges 2.8% — but your TMS margin report doesn't subtract it.

−$6,240 / month
⚠️

Carrier Payment Discrepancies

12 loads where the carrier was paid more than the rate confirmation amount.

−$4,380 / month
📋

Customer Deductions

Short-pays, claim deductions, and unapplied credits never reconciled.

−$3,200 / month
🕐

Unbilled Detention & Accessorials

Detention hours logged by drivers but never invoiced to the customer.

−$1,980 / month

From Raw Data to Margin Integrity

Our approach minimizes technical overhead. We work with your existing data exports to provide immediate visibility and actionable insights.

1

Data Ingestion

Export your transactional records. We handle the mapping and normalization across your various platforms.

2

Automated Matching

Our engine reconciles every transaction at the load level against settlement records and bank entries.

3

Exception Analysis

Built-in audit rules flag discrepancies, allowing your team to focus only on the items that require attention.

4

Continuous Visibility

Maintain an accurate pulse on net margins, ensuring financial integrity and supporting long-term growth.

Systems we connect to

McLeod
Tai TMS
AscendTMS
QuickBooks
NetSuite
Triumph Pay
OTR Capital
RTS Financial
Transport Pro
And Many more..

Interactive dashboard preview

This is a working prototype of the freight profit audit dashboard. Click through the screens to see reconciliation, KPIs, audit findings, and customer profitability.

CoreSync Dashboard

Live interactive prototype — explore all 9 screens

Open Full Screen

A Framework for High-Volume Data Challenges

Our methodology applies to any organization where complex revenue streams flow through disconnected systems.

🚛

Freight Brokerage & 3PL

Reconcile TMS, accounting, and factoring data. Surface margin leakage per load, customer, and lane.

  • TMS ↔ QuickBooks reconciliation
  • Factoring fee tracking
  • Carrier payment audits
  • Customer profitability rankings
🛒

E-Commerce & Wholesale

Connect Shopify, ERP, and shipping platforms. Track true order-level profitability after returns, discounts, and fulfillment costs.

  • Order ↔ fulfillment matching
  • Return & refund impact analysis
  • Channel profitability
  • Invoice discrepancy detection
🚀

Startups & Growth-Stage

Unify fragmented data from CRM, billing, and ops tools. Build the data foundation before you outgrow spreadsheets.

  • Revenue pipeline reconciliation
  • SaaS metrics automation
  • Data warehouse setup
  • BI & reporting infrastructure

Start With a Free 30-Minute Data Audit

We'll map your current systems, identify where data isn't connected, and outline what a reconciliation solution looks like for your operation — with estimated timelines and costs.

Book Your Free Data Audit