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Safivo

Controlled workflow · Carrier compliance

Approve qualified carriers without rebuilding the packet by hand.

Safivo brings the W-9, COI, authority, and bank evidence into one run, checks the authority portal through the browser, pulls coverage through an API, and applies your qualification rules before TMS writeback.

Map my workflowFollow Northline Logistics
  • W-9
  • Certificate of insurance
  • Authority
  • Bank verification

Carrier setup

Northline Logistics

Example
4 passed · 1 held

One name exception needs a decision.

Safivo keeps the DBA variation beside the authority and coverage evidence.

CheckResultDetails
CoverageCheckedActive
AuthorityCheckedActive
Name consistencyCheckedDBA variation

The evidence behind the outcome

See what Safivo proves before it writes.

Move through the run to inspect each source, browser or API action, rule result, approval, and recorded update.

Example connected pathCarrier onboarding → approved carrier

Step 01 of 6

Gmail

Packet intake

Packet received

Safivo captures the onboarding packet and keeps every submitted version in the run record.

09:12 AM · 4 documents

Packet received

4 qualification documents

09:12

Evidence packet

Northline Logistics · onboarding packet

carriers@northline.com → onboarding@safivo.io

4 recorded fields
W-9
W9_Northline.pdf
Complete
Insurance
COI_2027.pdf
2 policies
Authority
MC-847291.pdf
Active
Bank letter
Bank_0924.pdf
Signed

Faster onboarding, defensible approval

Know why the carrier cleared before it enters your TMS.

Safivo keeps the submitted packet, browser evidence, API response, exception reason, reviewer decision, and final carrier record together—so compliance can approve faster without lowering the bar.

Map my workflow

Explore another run

01Load packet → billing readyMatch the packet through the TMS API, verify delivery details in the carrier portal, and write back a billing-ready record.02Customer PO → clean sales orderMatch the PO, pull live availability through an API, review true exceptions, and create the clean sales order in SAP.