Transflo document management and workflow automation for freight and transportation businesses, formerly Optix by Microdea. The platform's document management capabilities are offered as part of Transflo's broader Workflow AI suite, including the Synergize document management module.
Transflo Document Management is Transflo’s document capture and workflow automation solution for the freight industry. Rebranded from Optix by Microdea under the Transflo umbrella, it helps transportation organizations move critical load documents from the driver’s cab to the back office with fewer manual steps and faster cycle times. The platform enables drivers and operations teams to digitize freight paperwork at the point of activity. Documents can be captured through the Transflo Mobile+ driver app and via Transflo Express truckstop scanning, as well as managed through Transflo’s customized document management capabilities. For shippers and their partners, eBOL and ePOD options support paper-free bills of lading and proof of delivery. AI converts scanned images into usable data, helping teams eliminate manual handoffs and reducing the risk of missing documents. Once documents are captured, Transflo’s back-office workflows route information through key processes automatically. Delivery can be confirmed and invoices issued without manual intervention, while Workflow AI supports instant settlements and automated reconciliation for organizations that factor. By reducing paperwork and streamlining routine tasks, teams can increase their speed to billing and improve cash flow while maintaining consistent, auditable processes. Transflo Document Management connects with existing transportation management systems, supporting efficient data flow across the tools carriers, brokers, shippers, and factors already use. Operations gain real-time visibility into loads, documents, and status updates, and can simplify compliance with centralized capture and standardized workflows. As part of Transflo’s connected platform, the solution links driver activity, safety and compliance data, and back-office operations so each load’s documentation is captured, tracked, and processed from order to payment. Organizations adopt Transflo to reduce paperwork, lower operational costs, and track every step of the process with clear reporting and alerts. Whether used to digitize trip documents, accelerate invoicing, or standardize settlement workflows, Transflo Document Management provides a unified approach to capturing, automating, and completing the documentation that drives freight from cab to cash.
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