FOR CUSTOMS BROKERS

Your filing system files the entry.
We get everything ready before it.

Most of what an entry costs you happens before anyone opens the filing system. Chasing the invoice. Asking for the steel content. Keying a long invoice from a PDF. TradeManager™ moves that work to your customers and to software, and leaves your team the part that needs a licensed broker.

See how a shipment moves

HOW A SHIPMENT MOVES

Your customer does the typing.
Your team does the judging.

TradeManager

  1. 1 · CUSTOMERCollectTheir file, loaded as they keep it.
  2. 2 · AUTOMATICCheckAgency rules and missing facts. Questions go out by email.
  3. 3 · YOUR TEAMClassifyYou classify and lock it. The customer can't change it.
  4. 4 · AUTOMATICStackEvery Chapter 99 line, with its reason and source.
  5. 5 · YOUR TEAMApproveYou approve the entry package.
Data package and printed ProformaYour secure file dropYour filing systemCBP

The customer works in their own workspace under your brokerage, and answers your questions from an email link without signing in.

BUILT AROUND YOUR WORK

Six places your team loses hours before filing.

None of these are filing problems. They're data problems, and they land on your team because nobody else is set up to handle them.

01

Get a new customer filing with you in weeks, not months.

Invite them by email and they get their own workspace under your brokerage. They upload their product list the way they keep it. TradeManager suggests the column mapping, shows every row before it loads, and saves the import for their next file. Once their data is all available, onboarding takes weeks, and spreadsheets load fastest.

  • Their own workspace, under your account
  • Excel and CSV, loaded as sent
  • Saved imports for every repeat file
02

Classify a product once. Use it on every entry.

Your team works one queue of products waiting for classification. Once you lock a classification, the customer can't change it. If they edit the product later, it comes back to you for audit.

  • Guided classification interview, with CBP rulings shown
  • Broker-only classification, set per customer
  • Audit queue when a customer changes a product
  • Agency data for 14 agencies on the record
03

Invoices arrive built from products you approved.

Customers build invoices from approved products, from a saved template, or by pasting from Excel. Every line carries the classification, origin, and agency data you've already checked. Your team reviews instead of keying.

  • Invoice wizard and named templates
  • Paste lines straight from Excel
  • Data package and Proforma to your file drop
04

Ask the question once and get the answer in writing.

Pin a question to the exact field that needs it. The customer gets an email link and answers without signing in. Answers land in one Messages queue, and one fix can apply to every line that needs it.

  • Questions pinned to the field
  • Answers from an email link
  • One queue for every open question
05

Show your customer why the duty went up.

Every tariff run lists each Chapter 99 line in order, with its reason and the CBP or Federal Register notice behind it. When a rule changes, earlier runs are flagged before anyone files on old rates.

  • Reason and citation on every duty line
  • Old runs flagged when rules change
  • Audit export to Excel with citations
06

Keep a record of who changed what.

Every change is kept with the old value, who made it, when, and why. Your edits show the customer's original struck through. A score from 0 to 100 flags product descriptions too vague to classify to ten digits.

  • Full history on every record
  • Your edits shown against the original
  • Description risk score, broker-only

WHAT IT DOES NOT DO

TradeManager never files an entry.

Your filing system files. Your license signs. TradeManager gets the data right before it reaches either one, and keeps the record of how it got there. There's no direct connector to a specific filing system yet. Entries reach you as a structured data package and a Proforma your team files from.

TALK TO SOMEONE WHO HAS FILED ENTRIES

Send us one customer's file. We'll build a free demo from it.

Talk to us. Reply within one business day.