# Settlement & Billing Reconciliation for Freight Brokerage Operations Managers with Tai Software

> 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 Tai Software — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Tai Software](https://calish.com/workflows/tool/tai-software/)
- **Role:** [Freight Brokerage Operations Manager](https://calish.com/workflows/for/freight-brokerage-operations-manager/)
- **Specialty:** Mid-Market Freight Brokerage
- **Category:** Finance & Accounting
- **Canonical URL:** https://calish.com/workflows/with/settlement-and-billing-reconciliation-for-freight-brokerage-operations-manager-with-tai-software/

## 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 Tai Software

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 Tai Software — uses the native API or agent integration so nothing leaves the system of record.

## Tai Software Integration Approach

1. **Audit your Tai Software configuration.** We map the specific Tai Software objects, custom fields, and workflows the automation needs to touch for your mid-market freight brokerage practice.
2. **Build on the Tai Software API or agent.** Integration happens inside Tai Software — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Tai Software with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Settlement & Billing Reconciliation for Freight Brokerage Operations Managers](https://calish.com/workflows/settlement-and-billing-reconciliation-for-freight-brokerage-operations-manager/)
- 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.

## Other Tai Software Automations

- [Load Sourcing & Coverage for Freight Brokerage Operations Managers](https://calish.com/workflows/with/load-sourcing-and-coverage-for-freight-brokerage-operations-manager-with-tai-software/)
- [Carrier Onboarding & Compliance for Freight Brokerage Operations Managers](https://calish.com/workflows/with/carrier-onboarding-and-compliance-for-freight-brokerage-operations-manager-with-tai-software/)
- [Specialty Referral Intake for Freight Brokerage Operations Managers](https://calish.com/workflows/with/specialty-referral-intake-for-freight-brokerage-operations-manager-with-tai-software/)
- [Treatment Estimate & Owner Communication for Freight Brokerage Operations Managers](https://calish.com/workflows/with/treatment-estimate-and-owner-communication-for-freight-brokerage-operations-manager-with-tai-software/)
- [Discharge Instructions & Follow-up for Freight Brokerage Operations Managers](https://calish.com/workflows/with/discharge-instructions-and-follow-up-for-freight-brokerage-operations-manager-with-tai-software/)
- [Shipment Track & Trace for Freight Brokerage Operations Managers](https://calish.com/workflows/with/shipment-track-and-trace-for-freight-brokerage-operations-manager-with-tai-software/)

---

Book a free 30-minute consultation: https://calish.com/contact