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Streamline Your Freight Finance with CargoWise Experts

Let us take care of your finance department needs, so you can focus on running your freight forwarding business. With our expertise in CargoWise finance modules and OCR invoice processing, we help you achieve greater accuracy, efficiency, and compliance.

Why Choose us for CargoWise Finance & OCR Services?

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Specialists in Freight Forwarding Finance – We understand logistics finance inside out.

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Experts in CargoWise Finance Modules – Optimized for better financial control.

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Automated Finance Solutions – OCR invoice processing reduces workload.

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Full Finance Department Support – No need for an in-house team—we handle everything.

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Tax & Compliance Experts – Ensuring VAT, Corporation Tax & MTD compliance.

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Cost-Effective & Scalable – Services tailored to your business size & growth stage.

Our OCR Implementation Process

Assessing Your Invoice Processing Needs – We analyze your current workflow to identify automation opportunities.
Selecting & Configuring the OCR System – We integrate OCR software that works seamlessly with CargoWise.
Training & Workflow Optimization – We train your finance team to automate:
- Invoice data extraction
- Approval workflows
- Posting to CargoWise finance modules
Testing & Quality Assurance – We run test transactions to ensure accurate invoice capture.
Ongoing Support & Optimization – Continuous monitoring, accuracy improvements, and troubleshooting.

Benefits of OCR Invoice Processing in CargoWise

Automated Data Capture – Extract key details (supplier name, invoice number, amount, VAT) without manual input
Faster Invoice Processing – Cut down time spent on accounts payable
Improved Accuracy – Minimize human errors in invoice entry
Better Compliance & Audit Trail – Ensure proper invoice validation and approval workflows
Seamless CargoWise Integration – Directly sync invoices into CargoWise finance modules

OCR Supplier Invoice Processing for CargoWise

To further streamline finance operations, we help implement and optimize OCR (Optical Character Recognition) supplier invoice processing within CargoWise. This reduces manual data entry, improves accuracy, and speeds up invoice approvals.

Our Finance Management Services for CargoWise Users

1. Accounts Payable & Receivable Management

OCR-powered invoice processing to automate data entry
Proactive credit control to improve cash flow
Multi-currency management for international freight transactions

2. Billing & Financial Transactions

Accurate job costing for shipments
Freight charges, duties & surcharges management
Revenue recognition & accrual accounting

3. VAT & Tax Compliance for Freight Forwarders

VAT compliance for international transactions
Making Tax Digital (MTD) VAT return filing
Corporation Tax management & HMRC compliance

4. Management Accounts & Financial Reporting

Monthly management accounts generated from CargoWise
Custom financial reports to track profitability
Job profitability analysis for shipments & trade lanes
Real-time financial insights for smarter decision-making

5. Cash Flow Management & Forecasting

Cash flow trend monitoring to improve financial stability
Income & expense forecasting based on shipment activity
Working capital management to reduce financial risk

Finance Management for Freight Forwarders Using CargoWise

We specialise in providing finance management services to freight forwarding companies using CargoWise. Using our understanding of the complex financial workflows within the logistics industry we help businesses optimize CargoWise’s finance modules for seamless financial management.

Whether you need support with billing, accounts payable/receivable, financial reporting, tax compliance, or automation, we provide a fully managed finance function—ensuring accuracy, compliance, and improved cash flow.

Optimizing CargoWise Finance for Freight Forwarders

CargoWise is a powerful ERP system, but managing its finance modules efficiently requires specialist knowledge. We help freight forwarders leverage CargoWise’s full potential, including: