Freight forwarders: your margin, visible during the shipment

The problem is not paperwork, it is fragmentation

Follow a shipment through a company that works “like everyone else”: the quotation leaves from a spreadsheet, confirmation comes by phone, carrier purchases live in mailboxes, the invoice comes out of another tool, and the payment is ticked off in a notebook or a second spreadsheet.

Every piece of information exists — but nowhere do they meet. To know what a file actually earned, you have to reconcile sales and purchases by hand. Nobody has time to do that file by file; so it gets done at month end, in bulk. And that is where bad surprises surface — too late to react.

The principle that changes everything: one single file

The solution fits in one sentence: what is sold and what is bought must live on the same file. That is the principle behind Transiz, our software for freight forwarding businesses.

The chain follows the trade, with no re-typing: the prospect becomes a client, the accepted quote becomes a booking, the confirmed booking opens the file, the file carries the invoice and its payment. At every step, carrier purchases attach to the file — and the margin shows during the shipment, not at closing.

A file that drifts is seen while you can still negotiate, re-invoice an unforeseen cost or correct course on the next one. That is the whole difference between recording your margin and steering it.

What your clients notice

Internal rigour always ends up showing on the outside:

• Clean documents. Quotes, invoices and account statements come out in one click, in the expected format, with the mentions expected in Morocco.
• A client kept informed effortlessly. Opening a file can notify your client automatically, and the invoice goes out by email with its attachment.
• Direct, partitioned access. The client portal shows each client its own files — and only its own.
• Transport paperwork. The consignment note (CMR) is created electronically from the file, instead of circulating as photocopies.

And the cases that usually hurt

Two situations defeat generic tools, and they are daily life in freight forwarding. First: the client who pays in foreign currency — Transiz can invoice and collect in dirhams as well as in euros or dollars, each currency tracked properly. Second: the growing team — access is set by role, everyone sees what their job requires, and carrier partners have their own directory.

We work with freight forwarders in Casablanca — it is the sector that shaped the product. Their day-to-day is described on our transport and logistics page.

What it costs — and how to try it risk-free

Transiz is a monthly subscription starting at 590 MAD excl. VAT per month, public prices listed on our pricing grid. Every tier comes with a free 15-day trial — on your real files, not on a demonstration.

And if budget is the obstacle, the public Mowakaba programme can cover a large share of the project: we explained it in a dedicated funding article.