Reform
Reform · Coding
Reform is an AI workflow platform for freight forwarders and customs brokers. It reads invoices, packing lists, and bills of lading, then pushes clean data into your TMS.
About Reform
What Is Reform
Reform is a freight forwarder software platform built around a simple observation: logistics teams spend their day retyping data that already exists in a PDF. Invoices, packing lists, arrival notices, booking confirmations, and customs paperwork arrive as email attachments, and someone copies the useful fields into a TMS or a spreadsheet. Reform reads those documents, pulls out the fields, and completes the next step in the workflow. That's what its AI document processing amounts to in practice, and it's why teams treat the product as freight forwarding automation rather than a smarter PDF reader.
The company is based in San Francisco, was founded in 2023, and went through Y Combinator. Its customers are forwarders, customs brokers, and importers with enough shipment volume to feel the paperwork. Reform says its users have automated more than 20 million tasks and processed over $500 million in accounts payable invoices.
The honest limit is how it's sold. Reform runs on demos and quotes, with no self-serve signup and no public price list. Mid-size and large operations get the most from it. A two-person shop moving a handful of files a month will struggle to justify the setup work, which includes connecting systems and writing down the procedures you want automated.
Getting Started
- Book a demo. There's no self-serve plan to test on your own, so the first call is where scoping happens.
- Connect your systems. Reform links to your TMS, ERP, and shared inboxes, including custom in-house software.
- Upload your standard operating procedures and sample documents so the agents learn how your team actually handles a file.
- Pick a template for the workflow you want first, such as accounts payable, quoting, or customs preparation, and adjust the fields it extracts.
- Run documents through it in parallel with your normal process, check the output, then hand over the whole flow once the exception rate looks right.
Product Information
A quick look at Reform's pricing, supported platforms, and performance.
Best for
The users, tasks, and scenarios where this tool fits best.
Users
- Freight forwarders with steady shipment volume
- Customs brokers
- Finance and AP teams inside logistics firms
- Operations leaders trying to grow without hiring
Tasks
- Accounts payable automation
- Customs declaration preparation
- Shipment consolidation and quoting
Scenarios
- Month end invoice crunch
- Peak season volume spikes
- Teams running three or four disconnected systems
Key features
Document Processing for Logistics Files
Reform handles the documents that define a shipment: commercial and freight invoices, packing lists, bills of lading, arrival notices, and booking confirmations. It reads email attachments and PDFs, extracts the fields you care about, and outputs structured data your systems can use. No template building for every new layout.
Workflow Templates You Can Go Live With
The platform ships with starting points for the jobs forwarders repeat: shipment consolidation, quoting, accounts payable, customs preparation, and duty drawback. Reform says a template can put you live in weeks rather than months, which matters when your alternative is a six month internal build.
TMS and ERP Integrations
Reform connects to CargoWise, Magaya, Descartes, NetSuite, SAP, and e2open, plus custom in-house systems through its API. Data lands where your team already works. The company's own framing is that it adds a layer rather than replacing your core stack, so no migration project.
Exception Management
Missing documents, delayed booking confirmations, and shipment discrepancies get flagged before a customer notices. Work stops at the exception instead of silently producing a wrong record. For customs and AP work, that's the difference between a queue you can trust and one you have to audit.
Agents That Follow Your Procedures
You upload your existing SOPs and context, and the agents work from them, picking up patterns as they go. This is the part that separates Reform AI from a plain extraction tool: the output follows your process, not a generic one. It's the difference between AI agents for logistics and a chat window that summarizes a file.
Dashboards and Programmatic Access
Custom dashboards give your team and your customers the same operational picture, and they can be embedded in the systems you already use. From the Operations plan up, you can also call Reform programmatically, which is how larger brokers push thousands of lines into their own tooling.
Pros and cons
Pros
- Purpose built for freight and customs work, so the document types, fields, and downstream steps already match the industry.
- Human in the loop by design, with review steps built into AP, customs, and consolidation flows instead of bolted on.
- Runs on top of existing systems, including CargoWise and in-house software, which avoids a rip and replace project.
- Custom dashboards and API access scale from a single team to a multi office operation.
- Customer reports cite concrete gains, such as 40 minutes saved per customs declaration and bills processed in 18 seconds.
Cons
- No public pricing and no self-serve trial, so evaluating costs takes a sales cycle before you can compare it with anything.
- Setup depends on written procedures and system access, which means weeks of onboarding and an internal owner who knows the workflow.
- Usage is credit based, so high volume months can be hard to forecast until you've run a full quarter.
- The value is concentrated in freight forwarding and customs. Teams outside logistics won't find much here.
Frequently asked questions
It turns documents into completed workflow steps. A carrier invoice arrives by email, Reform extracts the fields, matches them to the shipment, and queues the record for approval or payment. The same pattern applies to customs preparation, quoting, and consolidation.
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