← Back to entities

Billing & Invoicing Automation

project 5a015281090c57df

Normalized: billing and invoicing automation

moreland_contracts

50%

Moderate — a somewhat similar entity exists

100%

Strong source linkage

Source Mappings (2)

	Source	Source ID	Display Name	Confidence	Method	Status	Actions
	moreland_contracts	50e73c0cd2f2290c2d1c0ff60f72afa9	Billing & Invoicing Automation	1.00	fuzzy+embedding	Active
Source Record bronze_moreland_contracts_ma_project_contracts file_hash 50e73c0cd2f2290c2d1c0ff60f72afa9 file_name 1st-American-Courier-Automation-Proposal.docx file_path https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B2F178845-086A-4413-86CF-ADA3B957443B%7D&file=1st-American-Courier-Automation-Proposal.docx&action=default&mobileredirect=true company 1st American Courier project_name Billing & Invoicing Automation contact_person David Holtkamp contract_type fixed_fee hourly_rate — estimated_hours — total_fee_estimate 15000.0 brief_project_description Proposal to automate the billing process for 1st American Courier, focusing on the integration of Logitrack and CXT systems to reduce manual data handling. start_date 2026-05-11 extracted_at 2026-07-01T02:06:47.004177+00:00 raw_text_preview MorelandConnect Automation Services Proposal Billing & Invoicing Automation Prepared for 1st American Courier Prepared for: David Holtkamp, Owner Lindsay Hutsenpiller, Operations 1st American Courier Prepared by: Paul Franke Justin Wray MorelandConnect Date: May 11, 2026 Executive Summary 1st American Courier currently operates between two disparate transportation management systems—Logitrack (used exclusively for McMaster, your largest customer at roughly 40% of order volume) and CXT (used for all other customers). Both billing and driver payment workflows depend heavily on manual data movement: exporting reports, pasting numbers into Excel templates, saving worksheets as PDF invoices, attaching them to individual emails, and hand-keying driver pay for roughly 80 drivers each pay period. This proposal outlines a phased engagement designed to deliver fast, tangible wins by automating the highest-friction parts of your billing process first, while laying the groundwork for a longer-term plan to consolidate onto a system you own and control. We propose to begin with a tightly scoped Discovery & Technical Feasibility phase to validate data access against Logitrack and CXT—the gating question for every downstream automation. Our recommendation is to start small, prove value quickly, and expand from there. The work is well-suited to MorelandConnect: we have built similar automations for clients with comparable dispatch, 1099 driver, and invoicing workflows in adjacent industries. Understanding of Your Current State During our discovery call on May 6, Lindsay walked us through both systems in detail. The following summary captures what we heard so we can build on a shared foundation. Two Systems, Two Workflows Logitrack — McMaster only Customer-facing portal where McMaster places rush orders and views package status, PODs, and notes. Source of truth for route-based billing (next day and same day territory routes serving Cleveland, Columbus, Cincinnati, Toledo, Detroit, file_created_at 2026-05-11T19:24:13+00:00 file_modified_at 2026-05-20T13:43:06+00:00 created_by Paul Franke modified_by Paul Franke _dlt_meta —
	moreland_contracts	931fa30e4c7e8c9a036432900e020fd9	Billing & Invoicing Automation	1.00	exact	Active
Source Record bronze_moreland_contracts_ma_project_contracts file_hash 931fa30e4c7e8c9a036432900e020fd9 file_name 1st-American-Courier-Automation Proposal V2.docx file_path https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B7E71ABBB-EA72-467B-9B70-2D6653044D5F%7D&file=1st-American-Courier-Automation%20Proposal%20V2.docx&action=default&mobileredirect=true company 1st American Courier project_name Billing & Invoicing Automation contact_person David Holtkamp contract_type fixed_fee hourly_rate — estimated_hours — total_fee_estimate 15000.0 brief_project_description Proposal to automate the billing process for 1st American Courier, focusing on reducing manual data movement and improving efficiency. start_date — extracted_at 2026-07-01T02:06:44.446755+00:00 raw_text_preview MorelandConnect Automation Services Proposal Billing & Invoicing Automation Prepared for 1st American Courier Prepared for: David Holtkamp, Owner Lindsay Hutsenpiller, Operations 1st American Courier Prepared by: Paul Franke Justin Wray MorelandConnect Date: May 11, 2026 Executive Summary 1st American Courier currently operates between two disparate transportation management systems—Logitrack (used exclusively for McMaster, your largest customer at roughly 40% of order volume) and CXT (used for all other customers). Both billing and driver payment workflows depend heavily on manual data movement: exporting reports, pasting numbers into Excel templates, saving worksheets as PDF invoices, attaching them to individual emails, and hand-keying driver pay for roughly 80 drivers each pay period. This proposal outlines a phased engagement designed to deliver fast, tangible wins by automating the highest-friction parts of your billing process first, while laying the groundwork for a longer-term plan to consolidate onto a system you own and control. We propose to begin with a tightly scoped Discovery & Technical Feasibility phase to validate data access against Logitrack and CXT—the gating question for every downstream automation. Our recommendation is to start small, prove value quickly, and expand from there. The work is well-suited to MorelandConnect: we have built similar automations for clients with comparable dispatch, 1099 driver, and invoicing workflows in adjacent industries. Understanding of Your Current State During our discovery call on May 6, Lindsay walked us through both systems in detail. The following summary captures what we heard so we can build on a shared foundation. Two Systems, Two Workflows Logitrack — McMaster only Customer-facing portal where McMaster places rush orders and views package status, PODs, and notes. Source of truth for route-based billing (next day and same day territory routes serving Cleveland, Columbus, Cincinnati, Toledo, Detroit, file_created_at 2026-05-20T13:46:12+00:00 file_modified_at 2026-05-20T17:00:38+00:00 created_by Paul Franke modified_by Paul Franke _dlt_meta —