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Supply Chain & Logistics

Your desk doesn't need another worker. It needs an engineer.

Every other AI in freight sells you a worker, a workforce, a digital assistant. Lily is a forward deployed engineer. She learns your lanes, tariffs, tender rules, and customer SOPs, then builds the software that runs quote-to-cash inside the TMS and ERP you already have.

A worker does the task you hand it. An engineer builds the thing that does the task, then stays to keep it running as your business changes.

The problem today

The leaks are in your operating plan, not your org chart.

  • The fastest answer wins, not the best one. A request answered three hours late loses to whoever answered in ten minutes.
  • The margin floor lives in someone's head, so quotes go out under contract terms.
  • Exceptions surface after the clock starts, once the recoverable window has already closed.
  • A missing BOL holds a clean load hostage for a week, and the invoice waits with it.
  • Loads per head is a hard ceiling when every new lane means another set of manual keystrokes.
  • The judgment that makes the desk work was never written down, and it leaves when your best operator does.
Two segments, one engineer

Supply chain is a function, not an industry.

Shippers and logistics providers buy different first workflows, on different clocks, for different reasons. Lily deploys into both, and unlike a freight tool moving into distribution, we were already there.

Segment 01

Shippers

Manufacturers, distributors, and suppliers, where supply chain is a cost line and the win shows up in the operating plan.

Measured on
  • Landed cost per unit
  • Freight spend
  • Supplier OTIF
  • Inventory carrying cost
Where it starts
  • Supplier RFQs
  • PO acknowledgments
  • Inbound expediting
  • Freight invoice audit
  • Vendor comms
Where it goes
  • End-to-end orchestration
  • Across departments
  • Demand and inventory signals
  • Supplier scorecards

An intelligence and action layer on top of your systems. We never re-run the math you already trust.

Segment 02

Logistics providers

3PLs, forwarders, brokers, and carriers, where the ops workflow is the revenue workflow and quoting is a growth conversation.

Measured on
  • Gross margin per load
  • Quote conversion
  • Loads per head
  • DSO
Where it starts
  • Spot quoting
  • RFQ and contract quoting
  • BOL creation
  • Exception desk
  • Docs and freight audit
Where it goes
  • Load booking and tender
  • Appointment scheduling
  • Carrier onboarding
  • Billing readiness

Throughput on the desk is throughput on the P&L. Every quote answered first is margin you were already entitled to.

One layer, both sides
The span

Quote-to-cash, not order-to-cash.

The most expensive decisions on the desk happen before an order exists. Most AI in this market starts once you already have the load. Lily starts at the inbound rate request and does not stop until the cash is applied.

  1. 01Rate request

    Email · PDF · portal

  2. 02Quote

    Priced · guardrailed

  3. 03Won

    Order now exists

  4. 04Book and tender

    BOL · carrier accept

  5. 05Appointment

    Facility · dock slot

  6. 06Exceptions

    Detention · reroute

  7. 07Documents

    BOL · POD · accessorials

  8. 08Cash applied

    Audit · dispute · paid

Stages 01 to 03: before the order

Where win rate and margin are actually decided. Lily works here.

Stages 04 to 08: after the order

Well served by the market. Lily works here too, on the same layer.

How it works

How Lily runs the desk

Step by step
1

Work arrives

However it shows up, not however it was supposed to.

See Lily in action
a

Inbound rate request

From shipping@northlinemfg.com
To rates@yourcompany.com
Rate needed - Chicago to Laredo, Tue pickup

Two pallets, need liftgate at delivery and an appointment. Packing list attached. What can you do?

packing_list_0812.pdf (184 KB)
The difference

What happens after the insight?

Every vendor in this market surfaces information. Dashboards, alerts, recommendations, a summary in your inbox, and then a person still has to do the work. That handoff is the whole question. Lily answers it five ways at once.

  • She executes transactions

    Not a summary, not a recommendation, not a dashboard with a suggested next step. A quote sent, a load tendered, an invoice disputed.

    Rules out: assistants and control towers

  • Inside the systems you already run

    There is no common data model to migrate onto and no new system of record. Adoption is a deployment, not a transformation program.

    Rules out: platform agents that require their own suite

  • Including on-premise and legacy

    Green-screen TMS, AS/400-era ERP, EDI, air-gapped environments. The systems that actually run freight, not the ones that demo well.

    Rules out: cloud-and-inbox-only tooling

  • From unstructured inbound

    The work arrives as an email with a photographed BOL attached. She starts there, not from a clean API payload.

    Rules out: integration-dependent automation

  • On a layer that compounds across departments

    Not just across the load lifecycle. What Lily learns on the procurement desk reaches the sales floor, because it is the same company and the same customers.

    Rules out: single-desk point players

Most vendors deliver two or three. The gap between three and five is where the work you actually need lives.

Authority

The market is selling autonomy. Operators are asking for authority.

Full autonomy on pricing has already been tried at scale in this industry and publicly walked back. Lily runs at the level you set, per workflow, per customer, per dollar threshold, and moves up a level only when the numbers earn it.

On a live quote-to-BOL desk that means 71% of cases complete straight through, while the remaining 29% route to a person by design. Your team stops keying and starts adjudicating.

  1. 01SuggestLily surfaces the work and her reasoning. Your team acts.
  2. 02DraftShe writes the quote, the email, the BOL. Nothing sends itself.
  3. 03Execute on approvalOne click from an operator and the transaction completes end to end.Current
  4. 04Execute within guardrailsInside limits you define, she completes work unattended and logs every action.
The system

Everything the desk runs on

What Lily does
One layer, not one workflow

Quoting, tendering, appointments, exceptions, documents, and audit run on the same layer, on the same customer context and the same business rules.

The judgment stops leaving with people

SOPs, account rules, and historical decisions go into InstaBrain™. After that a correction becomes a rule, a rule becomes software, and it runs on every transaction that follows.

Proof in numbers
  • 0K01Hours reclaimed annually
  • 0%02Cases complete straight through
  • ~$0M03Margin capacity unlocked
  • 0%04Reduction in case routing cycle time
  • 0.0x05Throughput per FTE
  • $0.0M+06Revenue recovered
Measured on a live freight desk

Not a projection. These are numbers from quote-to-BOL and operations case routing at WWEX Group, a $4.4B third-party logistics provider, running inside Salesforce and their existing shipping stack.

Audited against the customer's own systems

Named references and live walkthroughs are available on request, including a call with the operator who runs it.

Integrations
  • SAP
  • Oracle NetSuite
  • Infor
  • Oracle JD Edwards
  • Salesforce
  • Snowflake
  • TMS and forwarding systems
  • EDI 204 / 214 / 210 / 990
  • Screen-level legacy access
  • Flat file and SFTP
Inside your TMS and your ERP

Quotes, bookings, documents, and exceptions write back to the system of record you already run.

Every intake channel

Email, shared inbox, PDF and scans, EDI, customer portals, web forms, spreadsheets, and fax.

Proof

Live on the desk today.

3PL · parcel, LTL and truckload

447K hours reclaimed a year on quote-to-BOL, 71% of cases complete straight through, and case triage down from two hours to eleven minutes across 3,000+ cases a day.

Industrial automation and MRO

Within the first two months we had our first order come through our AI-based system, a historic moment. The automated emails were going back and forth and boom, we got a PO.

Behind this solution: Lily, the AI Forward Deployed Engineer, working on the platform Lily builds on, delivered through forward deployed engineering. For on-premise, air-gapped, and edge deployments, she runs on a small data center.

Lily embeds. And she stays.

Deploy the world's first AI Forward Deployed Engineer inside your business.

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