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Licensed Customs Broker
Client details anonymized for confidentiality.
A licensed customs brokerage firm handling import clearances across multiple ports was tracking client fees, government duty payments, and service charges through spreadsheets and paper ledgers. Reconciling what clients owed versus what had been collected required days of manual work each month, and discrepancies were difficult to trace back to specific shipments.
We built a revenue tracking platform tailored to the brokerage workflow. Each import job is logged with its associated fees: duty payments, agency charges, and client service fees. The system automatically reconciles collections against invoices and flags outstanding balances. Staff can generate per-client statements, track aging receivables, and produce monthly revenue summaries without touching a spreadsheet.
Monthly reconciliation went from a multi-day manual process to a same-day automated report. Outstanding receivables became visible in real time, which improved collection follow-up. The firm now has a clear picture of revenue per client and per port, enabling better business decisions about where to focus operations.