Sage Intacct document automation for logistics and 3PL providers

For logistics and 3PL providers, carrier and freight invoices with accessorial charges plus customer orders arrive in every format and get reconciled by hand. DynamoDocs captures each of those documents from a monitored mailbox or upload, reads every field with AI (no per-vendor template), suggests a GL account for each line, and posts it into Sage Intacct through the Sage Intacct XML Web Services gateway. Posts through Sage Intacct's XML Web Services gateway with a Web Services sender ID and a company user. Clean documents post automatically; only exceptions reach a person, so hours go to moving freight instead of reconciling accessorials by hand.

It becomes an AP bill in Sage Intacct, with header and line-item fields validated before anything posts. Creates AP bills, and Order Entry sales orders and sales quotes. A visual field-mapping engine shapes the record into exactly what Sage Intacct expects, so nothing is retyped and nothing posts half-filled.

DynamoDocs suggests a GL account for each line from your keyword rules and from how the same part or description was coded before, and a person confirms it. It does not assign cost center and customer or load. The Sage Intacct connector posts a fixed set of fields (party, dates, currency, and each line's account or item, quantity, and amount), so those codes are added in Sage Intacct after the record lands. Anything that fails a validation rule is flagged field-by-field for a quick fix before it posts.

Purchase orders become an Order Entry sales order and RFQs become a sales quote in Sage Intacct, with every line, carrier and freight invoices included, read and validated first. Maps vendors, customers, GL accounts, items, and warehouses to the IDs already in your company.

Keying one document into Sage Intacct typically takes 5–10 minutes and costs $2–$6 in labor, before the cost of fixing a mis-keyed line. DynamoDocs does it in seconds and only flags exceptions, so the labor left is the review time on those, while hours go to moving freight instead of reconciling accessorials by hand.