FMS INTEGRATION

AI Audit & Verification on Top of FactorSoft

FactorGenie audits every load and verifies it with the debtor before you fund — while FactorSoft stays your system of record. No data migration, and the rest of the platform is included free.

AI load audit — fraud, Rate Con / BOL & lane rate checks
AI debtor verification — email, phone & web portal
Collections, credit & your carrier app — included free
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FactorGenie plus FactorSoft logo
HOW IT WORKS

How the FactorSoft integration works

FactorGenie's AI audit and verification layer sits on top of your existing FactorSoft environment — it integrates with and upgrades your current FMS rather than replacing it. Your invoices, debtors, and receivables stay in FactorSoft while FactorGenie audits every load, verifies it with the debtor, and works your collections automatically. Your team steps in only for exceptions.

1. Connect

FactorSoft stays your system of record — FactorGenie connects alongside it with no data migration.

2. AI audits, verifies & collects

Every load is audited — Rate Con/BOL match, fraud checks, client and debtor grading — and verified with the debtor before funding. Collections and cash application run automatically behind it.

3. Fund with confidence

Clean loads clear for funding; flagged loads route to your team with every check visible in FactorGenie's dashboards.

FactorGenie also integrates with FactorView and FactorCloud — and 10+ other platforms.

OUR CUSTOMERS

Brands Powered By FactorGenie

ONE PLATFORM

The complete AI layer for FactorSoft

AI audit and verification on every load — with collections, cash application, credit intelligence, and a branded carrier app included free. Every component works alongside FactorSoft.

AI AUDIT & VERIFICATION

Touchless funding on top of FactorSoft

Every load is reviewed before you fund it — clean loads fund without a human touch, flagged loads route to your team with every check visible.

AI load auditing with touchless funding
Automated load verification with the debtor
Advanced fraud detection & lane rate analysis
Rate Con / BOL matching & exception alerts
Client & debtor credit grading
Automated invoice & NOA delivery
AI verification agents for email & debtor portal

Optional add-on: AI phone verification agents — from $0.08/min.

contact sales
BOL and Rate Con matching check Fraud check Broker credit grade
INCLUDED FREE

Everything your collections desk needs — included free

The work around FactorSoft that eats your team's day — follow-up emails, cash posting, credit checks, carrier status calls — runs automatically, at no cost.

Automated collections & cash application
AI collection agents for email & debtor portal
FactorGenie Credit — freight broker credit reports
White-label mobile app for your carriers
Unlimited loads, clients & users

Optional add-on: AI phone collection agents — from $0.08/min. See pricing.

Keep FactorSoft. Add the AI.

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FactorSoft integration FAQs

Does FactorGenie replace FactorSoft?

No. FactorGenie integrates with and upgrades your current FMS — FactorSoft remains your system of record. There's no data migration.

Can FactorGenie work the invoices my team manages in FactorSoft collection queues today?

Yes. FactorGenie's AI collection agents automatically follow up on open and past-due invoices, so your collectors handle exceptions instead of working the entire collection queue and aging report by hand.

What does AI Audit & Verification include, and what does it cost?

AI load auditing with touchless funding, automated load verification, advanced fraud detection with lane rate analysis, Rate Con/BOL matching, exception flagging, client and debtor credit grading, automated invoice and NOA delivery, and AI verification agents for email and the debtor portal. Pricing is tailored to your operation — contact sales.

Which parts of the platform are free?

Automated collections and cash application, AI collection agents for email and the debtor portal, FactorGenie Credit (freight broker credit reports), a white-label mobile app for your carriers, and unlimited loads, clients, and users — free, not a trial.

What do the AI phone agents cost?

AI phone agents are optional add-ons starting at $0.08 per minute. Phone collection agents are available on both plans; phone verification agents are available with Audit & Verification.

FactorSoft is a trademark of its respective owner. FactorGenie is an independent product and is not affiliated with, endorsed by, or sponsored by the makers of FactorSoft. Product names are used for identification purposes only.

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