Settlement & Billing Reconciliation for Freight Brokerage Operations Managers with MercuryGate
Run settlement & billing reconciliation on autopilot inside MercuryGate.
The Problem
Mid-Market Freight Brokerage settlement runs in McLeod LoadMaster require reconciling carrier pay against rate confirmation, accessorials, claims — and manual recon eats the back office.
What We Build in MercuryGate
AI reconciles each settlement against the rate con in McLeod LoadMaster, validates accessorials, drafts disputes for carrier issues, and runs the customer invoice — settlement throughput climbs without adding back office. Purpose-built for teams running MercuryGate — uses the native API or agent integration so nothing leaves the system of record.
MercuryGate Integration Approach
Audit your MercuryGate configuration
We map the specific MercuryGate objects, custom fields, and workflows the automation needs to touch for your mid-market freight brokerage practice.
Build on the MercuryGate API or agent
Integration happens inside MercuryGate — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in MercuryGate with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this settlement & billing reconciliation automation work natively in MercuryGate?+
Yes — we build directly on MercuryGate's API or agent integration. Your data stays in MercuryGate, your freight brokerage operations managers keep the same login and UI, and there's no parallel system for the team to learn.
What MercuryGate configuration do we need before deployment?+
We work with your existing MercuryGate setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for mid-market freight brokerage teams.
Can MercuryGate handle settlement & billing reconciliation on its own?+
MercuryGate handles configuration; AI handles judgment. Native MercuryGate workflows route deterministic tasks; our automation layer adds the AI judgment MercuryGate doesn't ship out of the box — document classification, exception triage, drafting.
Is MercuryGate the right tool for settlement & billing reconciliation for freight brokerage operations managers?+
MercuryGate is widely used among mid-market freight brokerage teams precisely because of its data model around settlement & billing reconciliation. We've deployed this workflow on MercuryGate for similar firms and the integration is well-trodden.
What's the typical ROI of settlement & billing reconciliation automation in MercuryGate?+
For mid-market freight brokerage firms running MercuryGate, automation typically pays back inside the first quarter — measured against the loaded cost of the freight brokerage operations manager hours absorbed. Higher volumes deploy faster.
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See this running in your MercuryGate instance
30-minute call. We'll look at your actual MercuryGate setup and show exactly how this workflow fits.