AI CFO Agent in Fintruck – Real-Time Financial Intelligence

The highlight of this month’s release is the AI CFO Agent inside Fintruck.

It analyzes live bank transactions, Profit & Loss statements, and Balance Sheets, then generates instant, data-backed insights with visual tables and charts.

With this, fleets can now:

• Monitor performance and cash flow in real time

• Identify trends behind margins and costs

• Make confident, data-driven financial decisions

Fintruck has evolved from accounting automation to true financial intelligence for trucking companies.

Smarter Automation with AI Updater

AI Updater got smarter and cleaner with precise communication logic and new automation features:

• Multiple recipients for broader, organized updates

• Localized time zones for accurate stop timestamps

• A concise {{ next_stop_location_short }} placeholder for cleaner location details

• BOL/POD only sent when explicitly defined

• Stopped in-transit alerts after delivery check-in

These refinements eliminate noise, prevent accidental attachments, and keep all parties aligned with accurate, context-aware updates.

Key Workflow & UX Improvements

To simplify back-office work and reduce friction:

• Added fuel discount per gallon and settings per driver profile

• Included in-transit trips in salary calculations

• Introduced full bill transaction lists for auditing clarity

• Added a QuickBooks sync button for controlled integrations

• Introduced BOL requirement checkboxes in customer profiles

• Enabled trip additions inside dispatcher settlements

Plus, minor fixes and UX improvements were implemented across multiple modules to enhance everyday usability.

Expanded Integrations & Ecosystem Connectivity

We strengthened system interoperability through new and improved integrations:

• Lucid ELD, Firstline Factoring, and CatScale integrations

• Progress on APEX API, Triumph Two-Way, and EDI with UGL

• Amazon Extension refinements for smoother load imports

These updates deepen the connection between compliance, finance, and dispatch—reducing manual entries and improving efficiency across teams.

Mobile & System Optimization

Performance was a top priority this sprint:

• Mobile app speed and upload improvements with optimized pre-signed S3 handling

• AI Updater worker scaling for higher notification throughput

• Enhanced observability with distributed tracing, ALB monitoring, and read replica databases

• Multiple backend fixes ensuring stable settlements, fuel/toll syncs, and accurate time zone handling

Datatruck continues to evolve for speed, reliability, and a seamless mobile experience.

One Direction: More Automation, Less Friction

Every update this month drives one vision forward —

Automate the routine. Clarify the numbers. Connect what matters.

AI CFO Agent, smarter automation, mobile optimization, and integrated workflows are giving fleets:

• Greater financial visibility

• Smoother, faster daily operations

• A connected, intelligent operations stack

See the latest updates in action