Your carriers, suppliers and retailers owe you money.
A team of specialized AI agents goes and gets it.

1. Export the invoice CSV from UPS Billing Center or FedEx Billing Online, weekly, or forward the invoice emails to your intake address. FedEx can also send invoices by sFTP. UPS invoices come from the weekly Billing Center CSV.
2. The parcel agent reads every charge line, matches tracking numbers across invoices, checks guaranteed delivery windows, surcharges and billed weight.
3. Claims are filed one by one inside the 15-day window with a guided, copy-ready filing session (UPS accepts refunds only in Billing Center or by phone); credits are matched back to your invoice when they land.

Nuances the agent knows

• Air and Express only for lateness; Ground is not guaranteed.
• A service-guarantee waiver in your contract removes that category only.

1. Enter each carrier's contract discount, fuel surcharge and minimum charge from your pricing agreement.
2. Drop a month of freight bills. The freight agent re-prices every PRO against the contract and looks for reweigh and reclass fees without documents.
3. Disputes go to the carrier by email inside the 180-day window; you get the text, the PRO list and the ask.

Nuances the agent knows

• Fuel tables change weekly; the contract percentage is what counts.
• Reweigh reversals need the scale ticket requested in writing.

1. Connect QuickBooks and bills are pulled nightly with the PO link, or drop an AP export weekly before invoices are paid.
2. The purchasing agent matches every line to the purchase order TraxSail already holds: unit price, units billed, duplicates, terms.
3. Credit memo requests go to the supplier's AR contact; you approve them before they leave.

Nuances the agent knows

• Best before payment; most suppliers credit for 12 months after.
• Supplier names on the export should match your supplier records.

1. Terms on every invoice are read: 2/10 Net 30 means 2% off within 10 days.
2. Paid in time at full price: a credit request goes to the supplier.
3. Unpaid with the window open: a "pay by" line shows the dollars, so the discount is taken.

Nuances the agent knows

• Refreshes nightly as payments arrive; expires when the window closes.

1. Tick "we hold a resale certificate" once, optionally per vendor or state.
2. Tax lines on supplier invoices for goods are flagged; the agent drafts a credit request with your certificate number on it.
3. Older periods are pointed out for a state refund claim through your tax professional.

Nuances the agent knows

• We do not file state refund claims; we show the amounts and periods.

1. Download the deduction or claims report from each retailer portal, monthly at least, weekly for Amazon.
2. The deductions agent classifies every code, finds deductions taken twice and deductions over the invoice, and lists the proof each dispute needs.
3. Disputes go through the retailer portal named on the claim, with the POD, ASN or PO attached.

Nuances the agent knows

• Most retailers: 12 months. Amazon shortage and chargeback disputes: 30 days from the remittance.
• Allowances you agreed to in the vendor agreement are not disputable.

1. Ask your customs broker for an entry summary report covering the last five years, and export your outbound international shipments with part numbers.
2. The customs agent allocates exports to imports oldest-first by part number and applies the 99% refund on the exported share, fees included.
3. The packet goes to your licensed drawback broker, who files in ACE.

Nuances the agent knows

• Five years from the import date.
• TraxRecovery never files with Customs.

1. Ask your customs broker for an entry summary report from Feb 2025 on.
2. The customs agent finds the 9903.01 and 9903.02 lines (or the IEEPA column) on each entry, flags unlabeled additional duty for your broker to confirm, and builds the Entry Number CSV for CAPE.
3. Your licensed customs broker files in CAPE, or you file in your own ACE account.

Nuances the agent knows

• Liquidated entries: 80 days from liquidation for CAPE, then a protest.
• The same dollars never count for both drawback and an IEEPA refund.
• TraxRecovery never files with CBP.

1. Download 12 to 24 months of billing history per account and, if you want a rate review, the alternative schedules from the tariff book.
2. The utilities agent looks for periods billed twice, meter spikes on estimated reads, tax on exempt accounts, late charges on bills paid on time, re-prices every bill under each schedule and traces the demand ratchet to the month that set it.
3. Disputes go to the utility's business customer service; the state commission is the escalation.

Nuances the agent knows

• Utilities correct 12 months back; exemption refunds through the state reach 3 to 4 years.
• Ratchet findings are a load-management action, not a claim, unless the schedule has no ratchet at all.

1. Download 12 to 24 months of electric bills that show the PLC (capacity tag) and the capacity charge.
2. The utilities agent reads the tag and the charge, prices the tag at the PJM auction price for each delivery year, and records a baseline.
3. You plan load cuts for likely peak hours. Peak-hour alerts are coming later.

1. Export supplier invoices (or QuickBooks bills) for the last three years.
2. The tax agent flags tax charged on likely exempt equipment, parts and supplies. Every finding needs your review, because the exemption depends on how the item is used.
3. Ask the vendor for a credit with an exemption certificate (REV-1220), or file a refund petition (REV-65) within three years of paying the tax.

1. Download the benefit charge statement as a CSV. We keep only the last 4 digits of each SSN.
2. The unemployment agent flags charges you can protest and shows the deadline for each one.
3. In Pennsylvania, a request for relief from charges (UC-44FR) is due within 15 days of the notice.

1. Upload supplier invoices or connect QuickBooks for Feb 2025 to Feb 2026.
2. The tariff share agent finds surcharge columns, fee lines with tariff wording and notes with an amount. Price increases do not count.
3. Tick the suppliers to ask. Each request lists your invoices and the supplier's own wording, and waits for your approval.