Purpose
1.2. Automate data aggregation from carrier APIs, purchase records, and internal sales orders.
1.3. Generate detailed reports, alert discrepancies, and auto-initiate claim workflows.
1.4. Enable monthly, weekly, or on-demand reconciliation cycles for auditing or finance teams.
1.5. Maintain compliance with accounting and inventory management protocols for antique and collectible shipments.
Trigger Conditions
2.2. End-of-day completed shipments in POS or ERP system.
2.3. Scheduled batch cycle (e.g., every Monday 1 AM).
2.4. Manual override or ad hoc reconciliation request.
2.5. Event trigger from accounting when payment authorization occurs.
Platform Variants
3.1. UPS API
• Feature/Setting: Use Shipping API (Track, Billing Data); configure webhook to parse daily invoice summary.
3.2. FedEx Web Services
• Feature/Setting: Invoice and Shipment Detail API; scheduled data fetch for comparison.
3.3. DHL XML Services
• Feature/Setting: e-Billing API for auto-download of invoice PDFs/XML; trigger parser.
3.4. USPS Web Tools
• Feature/Setting: Track & Confirm API; auto-pull delivery and billing events.
3.5. Shopify
• Feature/Setting: Orders and Fulfillment API; schedule daily shipment export.
3.6. QuickBooks Online
• Feature/Setting: Bills endpoint; sync paid shipping invoices for cross-check.
3.7. Xero
• Feature/Setting: Purchase/Bill API; auto-match invoices to orders.
3.8. Zoho Books
• Feature/Setting: Bills > List & Fetch APIs; extract shipping payments for audit.
3.9. SAP Business One
• Feature/Setting: Procurement > Goods Issue/Receipt API; enable data export for shipping audit.
3.10. Oracle NetSuite
• Feature/Setting: Saved Searches > Shipments and Vendor Bills; automate report pull.
3.11. Salesforce
• Feature/Setting: Opportunity/Order object export; configure workflow rule for status change.
3.12. HubSpot CRM
• Feature/Setting: Deals > Trigger on fulfillment stage; fetch shipping info.
3.13. Square Retail
• Feature/Setting: Transactions endpoint; daily summary export trigger.
3.14. WooCommerce
• Feature/Setting: REST API > Orders endpoint; scheduled download of shipment details.
3.15. Magento
• Feature/Setting: REST API > SalesOrder and Shipment endpoints; batch export.
3.16. ShipStation
• Feature/Setting: Shipments API; real-time trigger on shipment completion.
3.17. EasyPost
• Feature/Setting: API Webhook notifications; auto-log carrier receipts.
3.18. Google Sheets
• Feature/Setting: Sheets API; receive sync data, run reconciliation formulas.
3.19. Slack
• Feature/Setting: Incoming Webhooks; alert channel for anomalies.
3.20. Microsoft Power BI
• Feature/Setting: Dataset ingestion API; auto-update dashboards upon reconciliation.
3.21. Trello
• Feature/Setting: API > Card create on “Dispute” board for mismatches.
3.22. Mailparser
• Feature/Setting: Parse email-invoices; auto-extract invoice line items for processing.
3.23. AWS S3
• Feature/Setting: S3 Events trigger; fetch uploaded invoice files for parsing.
3.24. Zapier
• Feature/Setting: Scheduled tasks; multi-app syncing for reconciliation workflow.
3.25. Microsoft Dynamics 365
• Feature/Setting: Business Central > Purchase Invoices API; initiate shipment invoice sync.
Benefits
4.2. Auto-flags unauthorized or duplicate carrier charges.
4.3. Accelerates claim-filing and refund workflows.
4.4. Facilitates accurate cost allocation for accounting and profitability analysis.
4.5. Timely anomaly alerts enable corrective action before payment.
4.6. Provides centralized, audit-ready shipping cost reports.
4.7. Ensures data consistency across sales, shipping, and finance systems.
4.8. Frees staff from repetitive verification tasks, focusing on complex case resolution.