TheOperatingSystemforNorthAmericanFreight

Stop juggling multiple tools. Zirio unifies dispatch, pricing, sales, accounting, and customer support into one powerful platform with AI agents that work for you around the clock.

Cross borderUSMX

•IntramexMX

•US DomesticUS

•CanadaCA

Everything your operation needs. Nothing it doesn't.

Built for the modern freight industry. Redefining what a TMS can do.

Operating System

More than a TMS. Zirio is an operating system that runs your entire brokerage: dispatch, pricing, sales, accounting, financial and commercial reports, and autonomous 24/7 WhatsApp customer support. Your entire team operates in one place for intramex, cross border, US domestic, and Canada.

Customs Module

Reads emails, validates documentation, detects errors and inconsistencies, organizes the complete file, and delivers a ready to operate package to your customs broker in minutes. No more email threads, no more manual reviews.

Tariff Pre Classification

Suggests HTS (USA) and TIGIE (Mexico) codes with confidence scores, Section 301 flags, NOMs, permits, and compliance hints. Your customs broker starts with answers, not blank forms.

Profit Tracker

Control every margin of your brokerage

Complete visibility into your financial performance. Track margins by load, customer, carrier, and team member. Generate detailed reports for clients and internal analysis.

Financial ReportsP&L, margins, projections

Team PerformanceIndividual metrics

Service SurveysCustomer feedback

Billing ReportsInvoices & payments

Export to ExcelExport to PDF

Profit Overview

January 2026

Total Revenue

$46,401+12.5%

Gross Margin

24.8%+2.3%

Active Orders

156+8

Avg. Margin/Load

$342-$12

Active Clients

Avg. Satisfaction

4.8/5

Retention Rate

94%

MonTueWedThuFriSatSun

This Month

$16,248.50+12.4% vs last month

Customer Pipeline

48 active contacts

Acme LogisticsCustomer

$45,200

Active

FastFreight IncCustomer

$32,100

Active

Global TransportLead

Negotiating

Border ExpressCustomer

$18,500

At Risk

$95.8KTotal Revenue

24Active Deals

89%Retention

Recent Activity

Follow up sent to Acme Logistics2h ago

Call scheduled with Global Transport4h ago

Meeting completed with FastFreight1d ago

CRM

Every customer relationship in one place

Track every interaction, manage your sales pipeline, and never miss a follow up. Built specifically for freight and customs brokers who need to nurture long term relationships.

Contact ManagementCustomers, carriers, and vendors in one unified database

Customer Health ScoresAI powered insights to identify at risk accounts

Pipeline AnalyticsTrack opportunities and forecast revenue accurately

Billing & Invoicing

Invoice in Mexico and the US, from one platform

Stamp SAT-compliant CFDI 4.0 invoices for your Mexican operations and sync US invoices directly to QuickBooks. Cross-border brokers bill both sides of the border without leaving Zirio.

SAT CFDI 4.0 stampingGenerate and stamp compliant Mexican invoices with UUID and digital seal in one click

QuickBooks syncUS invoices flow straight into QuickBooks with automatic payment tracking and aging

Dual-country billingInvoice cross-border loads in MXN and USD from the same shipment, no double entry

Invoice #4871

Summit Manufacturing

CFDI 4.0 · Timbrado SAT

Folio Fiscal (UUID)

A1B2C3D4-5E6F-7890-AB12-3C4D5E6F7890

Flete terrestre CDMX → Monterrey$34,500.00

Maniobras de carga$2,800.00

Subtotal$37,300.00

IVA 16%$5,968.00

Total (MXN)$43,268.00

Certificado por el SAT · Sello digital verificado

Same-dayinvoice generation

Customer Experience

White glove customer experience, automated

Give every shipper a branded portal with real time tracking, proactive notifications, and automated personalized reports. Your customers no longer need to call you after hours, they have full control over the status of every load, so they feel taken care of without adding work to your team.

Real time shipment trackingThe moment a shipment is created the customer gets a tracking link and can opt into WhatsApp alerts

Custom PDF reportsDelivery rate, active loads, estimated delivery dates, and service score, branded per shipper

Scheduled auto-deliveryEvery Friday at 5:00 PM the system emails each customer their weekly summary, hands free

Weekly Performance ReportMar 10 – Mar 14 · Summit Manufacturing

Auto-generated

98.2%Delivery rate

96.4%On-time pickup

24Active loads

2.1 daysAvg. transit

Included in this customer's report

Delivery & on-time performance

Loads currently in progress

Estimated vs. actual delivery dates

Service & responsiveness score

Next deliveryFri, 5:00 PM · Auto-email

Loads delivered this week31 of 32 on time

AI Copilot

Generate reports with natural language

Simply describe what you need and Copilot generates professional PDF reports instantly. Commercial performance, operational metrics, carrier analytics, and custom reports ready for clients.

Export to PDF and Excel formats

Client ready reports with your branding

Service surveys and customer feedback analysis

Commercial

Operational

Carrier

Schedule Loads

Team Reports

Export Prospects

Zion Copilot

Generate a monthly revenue report by customer with profit margins for December 2024

I have generated your December 2024 Revenue Report. Here is a summary: