Case Study: Leading Transportation Company achieves paperless accounting and faster billing with FileHold

Are Mountains of Documents Slowing Down Deliveries

A vertically integrated trucking and transportation company in Southwestern Ontario was drowning in paper—hundreds of client files in filing cabinets made finding, retrieving and updating accounting and delivery documents slow and labor-intensive. The organization needed to eliminate paper from its accounting processes, speed retrieval via links from dispatch, accounting and fleet systems, and reduce the time spent locating proof-of-delivery, damage claims and other supporting paperwork.

FileHold, combined with Captiva QuickScan Pro, digitized and automated scanning using barcode separator sheets, metadata tagging and OCR to create searchable PDF files linked to client accounts and invoices. The solution enabled one-step emailing of supporting documents, remote executive access, faster billing and reduced manual errors—delivering measurable time savings, better organization and improved cash flow.