
Automate your billing with Margin. Create invoices with net terms and metered billing. Automatically reconcile carrier label costs to protect margins. Set custom charge rules so you bill exactly how you want. Provide clients with a transparent dashboard to see charges and download invoices. Consult directly with Cat (former 3PL operator) for strategies to fix cash-flow strain. Fix your cash flow today.
Growing SaaS, AI, and logistics/3PL businesses and product/operations teams that need to monetize product events and implement usage- or value-based billing quickly without heavy engineering, enabling metered billing, pricing experiments, and Stripe-integrated invoicing via a no-code/API-driven billing rule engine.
Automates 3PL billing to capture all charges, reduces manual effort and accelerates payments, achieves rapid 48‑hour activation with 60+ WMS integrations, boosts billed revenue (claimed 2–3×) and provides 1:1 cash‑flow consulting, delivering measurable time‑to‑value and improved billing accuracy.
May pose integration gaps for niche or heavily customized WMS workflows and require significant setup of custom charge rules; onboarding and rule tuning can be time-consuming, and clients report potential reconciliation or support delays during peak seasons, suggesting careful planning for complex deployments.
Autaly is a billing automation platform built for third-party logistics providers (3PLs) that automates invoice generation, carrier cost reconciliation, and custom charge rules to eliminate manual billing work and capture missed revenue. The product integrates with warehouse management systems (60+ WMS integrations) and accounting/payment systems to produce metered invoices, apply net terms, and provide client-facing dashboards. Differentiators include rapid onboarding (go-live in 48 hours), a focus on 3PL-specific workflows (built by 3PL veterans), automatic reconciliation of carrier costs to prevent margin leakage, and optional 1:1 consulting from an experienced 3PL operator to improve cash-flow strategy. Market positioning emphasizes solving cash-flow bottlenecks ahead of peak season by converting billing into a reliable revenue engine.
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Accounting & Billing
Bill.com is a comprehensive financial operations platform that transforms how businesses manage accounts payable, accounts receivable, spend management, and expense tracking through AI-powered automation. Founded in 2006 and headquartered in San Jose, California, the company serves over 400,000 businesses with its unified platform that seamlessly integrates with leading accounting software to streamline financial workflows. With features ranging from automated bill processing and approval workflows to intelligent expense categorization and cash flow optimization tools, Bill.com eliminates manual financial tasks while providing real-time visibility into business finances. For 3PL operators and logistics companies, Bill.com offers particular value through its ability to handle complex multi-vendor payment scenarios, automated invoice processing for numerous suppliers, and integrated spend management capabilities. The platform's AI-enhanced automation reduces processing time by up to 50% while improving accuracy, making it ideal for logistics businesses dealing with high transaction volumes from freight carriers, warehouse suppliers, and service providers. Additionally, Bill.com's credit facilities and The BILL Divvy Card provide flexible financing options to help 3PLs manage cash flow fluctuations common in the logistics industry.
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TaxJar is a Boston-based sales tax compliance platform founded in 2013 that specializes in automating complex tax calculations and filings for e-commerce businesses and 3PLs. With coverage across 11,000+ tax jurisdictions, the company helps businesses navigate the intricate landscape of sales tax compliance, from economic nexus monitoring to automated filing and remittance. What sets TaxJar apart is their focus on multichannel commerce, offering AI-driven product categorization, real-time tax calculations, and seamless integrations with major e-commerce platforms like Amazon, Shopify, and WooCommerce. Their flexible API also enables custom integrations with ERP systems and warehouse management platforms, making them particularly valuable for 3PLs managing tax compliance across multiple clients and sales channels.
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Avalara is a leading provider of cloud-based tax compliance automation software, serving businesses of all sizes across multiple industries since 2004. With headquarters in Durham, North Carolina, and over 4,500 employees, the company specializes in simplifying complex tax calculations, filing, and compliance processes for sales tax, VAT, GST, and customs duties. Their comprehensive platform integrates seamlessly with over 1,400 business systems including ERPs, eCommerce platforms, and point-of-sale solutions. For 3PL operators and eCommerce brands, Avalara eliminates the complexity of managing tax compliance across multiple jurisdictions and channels. Their automated solutions reduce manual errors, ensure regulatory compliance, and scale with business growth, making them particularly valuable for companies operating in multiple states or countries with varying tax requirements.
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Xero is a leading cloud-based accounting software platform that has been transforming financial management for businesses since 2006. Founded in Wellington, New Zealand, Xero offers comprehensive financial solutions designed to streamline accounting processes, automate routine tasks, and provide real-time business insights. The platform serves as an all-in-one financial hub, enabling businesses to manage everything from invoicing and expense tracking to payroll and inventory management through a secure, cloud-based interface. What sets Xero apart in the accounting software landscape is its emphasis on automation and integration capabilities. The platform connects with over 1,000 third-party applications, making it particularly valuable for logistics and supply chain businesses that need to sync financial data with warehouse management systems, shipping platforms, and e-commerce tools. With features like automated bank reconciliation, intelligent invoice processing, and customizable reporting dashboards, Xero helps 3PLs and logistics companies maintain accurate financial records while reducing manual administrative overhead.
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A2X is a specialized accounting automation platform founded in 2014 that streamlines financial reconciliation for eCommerce businesses. Based in Auckland, New Zealand, with a team of 51-200 employees, A2X focuses on solving the complex challenge of accurately reconciling sales data from marketplaces and payment processors with accounting systems. The platform automatically categorizes and matches sales transactions, fees, taxes, and deposits to provide clean, audit-ready books in popular accounting software like QuickBooks Online, Xero, Sage, and NetSuite. What sets A2X apart is its deep understanding of eCommerce accounting complexities, particularly around marketplace fees, multi-currency transactions, and tax compliance across different jurisdictions. The platform transforms what typically takes hours of manual reconciliation work into an automated process that delivers accurate financial statements and detailed reporting on profit margins, COGS, and channel performance. This makes A2X an invaluable tool for 3PLs managing multiple client accounts and eCommerce brands seeking to maintain accurate financial records while scaling their operations.
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QuickBooks Commerce is an integrated e-commerce accounting solution that bridges the gap between online selling platforms and financial management. As part of Intuit's QuickBooks ecosystem, it automatically syncs e-commerce data from multiple sales channels into QuickBooks, providing real-time visibility into revenue, expenses, and profitability. The platform eliminates manual data entry by connecting directly with popular marketplaces and e-commerce platforms, while intelligently separating fees, taxes, and actual revenue. What sets QuickBooks Commerce apart is its deep integration with the QuickBooks accounting platform and its ability to provide automated payout reconciliation. The solution automatically matches marketplace payouts with bank deposits, accounting for platform fees and taxes, which significantly reduces the complexity of multi-channel financial management. With built-in reporting and cash flow insights, it enables businesses to make data-driven decisions while maintaining accurate books for tax compliance and business analysis.
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