Case Study: PS Logistics achieves 80% faster monthly close and $2.4M in annual cost savings with Planful

PS Logistics trims monthly close by 80% and finds $2.4 million in cost savings with Planful

PS Logistics, one of the largest flatbed trucking firms in the U.S., outgrew its Excel-based financial reporting as it expanded to 2,400 trucks and nearly 3,000 employees. Manual transfers from its McLeod ERP made month-end closes take three to four weeks and year-end audits up to eight weeks, leaving no time for analytics and threatening scalability as the company pursued aggressive growth.

After evaluating ten options, PS Logistics went live on cloud-based Planful within weeks, cutting monthly close time by about 80% to 5–7 days and reducing external audits to a week or less. The platform delivered fast, multi-dimensional financial and operational reporting—enabling reports in minutes, uncovering $2.4 million in annual savings from fuel-surcharge and mileage issues—and supports a shift to rolling forecasts and richer dashboards for continued efficiency and growth.

PS Logistics

Dwight Lloyd

Financial Controller