Finance · All retail

Freight & Accessorial Audit

Freight and accessorials off-contract. Flags the recoverable spend.

Target KPI COGS recovery
Executes in ≤ 24 hours
System of record SAP · Coupa
Trigger condition

A freight invoice carries accessorial charges outside the contracted schedule, or a base rate that does not match the lane agreement.

Write-back

Freight claim raised in Coupa; expected credit line written to SAP; carrier scorecard updated.

Every write is gated on an approver role you name. Nothing runs unattended.

Procedure
  1. Rate-shop each invoice against the contracted lane rate, fuel surcharge basis and accessorial schedule.
  2. Classify the variance: genuine accessorial, misapplied tariff, duplicate billing, or a rate that simply drifted.
  3. Separate what is recoverable from what is a renegotiation point at the next contract review.
  4. Draft the claim with the supporting documents and route to AP, gated on approval before it reaches the carrier.
  5. Close when the credit lands or the claim is formally denied with a reason.
Outcome metric

Dollars recovered per audited invoice, plus the run-rate reduction once misapplied tariffs are corrected.

The case closes on this number, not on the action being taken. A playbook without a close condition is a dashboard.

Run Freight & Accessorial Audit on your data.

Pick three playbooks from the catalog. We wire them against your system of record for the pilot.

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