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Reckon3PL

A system of intelligence on top of your system of record

The basics — pricing engine, leakage detection, audit log, GL push — are table stakes. The twelve capabilities below describe the longer-term platform design. Availability depends on the agreed beta scope.

Twelve moats

What competitors don’t ship

None of these is a moat on its own. Together, they make Reckon3PL a system of intelligence on top of the system of record — a position competitors cannot copy without rebuilding from a billing-first foundation.

Phase 4

Cost-to-serve engine

Not just what you billed — what it cost to serve. Activity-based costing across labour, equipment, space and packaging gives you real gross margin per client, per order, per SKU.

Phase 6

Contract PDF extraction

Extract contract PDF text and map clauses into draft rate items for human review. Automatic LLM proposals remain unfinished.

Phase 2

Live billing meter

Every client sees real-time spend-so-far this month, with a forecast to period-end and budget alerts. Disputes drop because there are no end-of-month surprises.

Phase 6

Quote & RFP intelligence

Simulate what a prospect would pay under your standard rate card, with projected gross margin. One artefact closes the loop from sales to contract to billing.

Phase 7

Anonymised benchmarks

Opt-in cohort tells you "your pick rate sits at P40 of comparable AU 3PLs; storage at P75." k-anonymity ≥ 5 enforced. Network effect; the data moat compounds.

Phase 7

Shipper-side audit mode

Same engine, run in reverse: brands ingest their 3PL’s invoices and audit them. A two-sided market and a viral acquisition channel into 3PLs.

Phase 5

Carrier chargeback recovery

We re-rate carrier invoices against your booked manifests, then raise claims for incorrect DIM weight, missing discounts, and late-delivery refunds. Self-funding.

Phase 5

Live continuous accrual

Daily revenue accruals and month-close reconciliation are implemented. Automatic journal export to accounting systems remains unfinished.

Phase 6

Auto-renegotiation alerts

"Beta Brands’ volume grew 3.1× since contract sign; you are $14,200/mo below market." A draft amendment lands in the account manager’s inbox.

Phase 7

Sustainability ledger

kgCO₂e per shipment, per client, per warehouse — derived from data we already hold. Required reporting under AASB S2 and CSRD; near-zero marginal cost.

Phase 3

Spreadsheet bridge

Bidirectional Excel and Google Sheets sync for finance teams who refuse to leave their workbook. Removes the single biggest behavioural objection to switching.

Phase 1

Implementation accelerator

Pre-built rate-card templates per WMS × client archetype, an Excel importer with parallel-run reconciliation, and an onboarding wizard targeting "live in one working session".

In depth

Each moat, fully specified

Every capability below is in our written implementation plan, with section numbers and the phase it ships in. We do not pre-announce features we have not designed.

Section 17 — Phase 4

Cost-to-serve engine

The single biggest gap in every competitor: they tell you what you billed; they don't tell you what it cost to deliver. We close that loop.

  • Labour, equipment, space, packaging and overhead modelled as cost sources — per warehouse, per shift, per material
  • Allocation modes: standard time, measured (time-and-motion or WMS labour-tracking), driver-based, blended ABC
  • cost_of_service rows produced in the same billing run as charges — single transaction, single replay
  • margin_snapshots per (client, period) with revenue, cost, gross margin %, contribution margin, and rank
  • Margin waterfall dashboard: revenue → direct labour → space → materials → overhead → contribution
Why this matters

Understanding cost-to-serve can help operators review client profitability and support contract discussions with evidence.

Section 6.8 — Phase 6

Contract PDF extraction

Onboarding a new tenant currently means an analyst reading a 30-page MSA into a spreadsheet. We collapse it to a working session.

  • Upload a text-bearing contract PDF. We extract text for a deterministic review workflow; scanned documents require prior OCR
  • Map extracted clauses into draft rate items. Automatic LLM proposals and DOCX extraction remain unfinished
  • Review extracted clauses and proposed mappings before accepting any rate-card changes
  • Accepted items create a draft rate_card_version permanently linked to the source contract clause
  • Processing region and bring-your-own-key options are documented in the applicable order
Why this matters

Onboarding collapses from weeks of analyst time to a working session — and every rate item carries a clause citation an account manager can defend.

Section 18 — Phase 2 (operator) / Phase 4 (portal)

Live billing meter

Invoice questions are harder to resolve when clients first see spend after month end. A live meter provides earlier visibility.

  • Operator tile per (client, period): charges accrued so far, activity counts, unbilled-pending, forecast to period-end
  • Threshold alerts: "Beta Brands has accrued 130% of last month’s spend with 6 days remaining"
  • Client portal view: spend this month, forecast end-of-month, vs same-period-last-month, with optional client-set budgets
  • "What changed?" widget — biggest deltas vs last month, with explanation links to specific activity batches
  • p95 staleness budget < 60s; explicit "as-of" timestamp shown to user; meter values clearly labelled as estimates
Why this matters

Earlier visibility gives operators and clients more time to investigate unexpected spend before invoice issue.

Section 19 — Phase 6

Quote & RFP intelligence

Sales is the upstream of billing. Closing that loop turns the platform into a revenue tool, not just a back-office one.

  • Operator inputs a prospect profile: monthly volumes by activity type, SKU mix tags, warehouse, carrier mix, seasonality
  • We simulate against a chosen rate card (existing client, template, or draft) and produce projected invoice + cost-to-serve + gross margin %
  • Sensitivity analysis: "+20% volume → invoice $X, margin Y%"
  • Side-by-side: standard rate card vs proposed bespoke vs "match a competitor’s quote"
  • Output: branded PDF quote and a draft contract + rate card wired up for one-click conversion when the deal closes
  • Feedback loop: 90-day post-close variance feeds back into the simulator’s calibration
Why this matters

Converts the months-long "estimate → contract → model in Excel → model in Reckon3PL" cycle into a single artefact.

Section 20 — Phase 7

Anonymised benchmarks

Opt-in. The data moat that compounds with every tenant.

  • Tenants opt in per metric category — share storage rates but not labour cost, for example
  • k-anonymity ≥ 5 hard-enforced by a bench-anonymity CI lint; differential-privacy noise (Laplace, ε ≤ 0.5) on numeric outputs
  • Cohorts defined by client archetype (DTC, B2B retail, cold-chain, hazardous), region, and tenant size band — never by name
  • Surfaced as a "your rate sits at P40 of comparable AU 3PLs" widget in the rate-card editor and the margin dashboard
  • No public benchmark publication. The benchmark surface is in-product only.
Why this matters

Two-sided utility: helps tenants price competitively and identify under-billed services. Switching cost grows once tenants depend on it for pricing decisions.

Section 21 — Phase 7

Shipper-side audit mode

The same engine, run by a brand against their 3PL’s invoices.

  • Tenant type extends from "3pl" to "shipper"
  • Brand uploads received invoice lines as CSV; PDF and Peppol XML invoice parsing remain unfinished
  • Brand connects their own order/inventory data — Shopify, Amazon, NetSuite — or uploads CSV
  • Engine re-rates the activities against the contract terms and flags discrepancies, missing free-day applications, double-bills, over-billed value-adds
  • If the 3PL is also on Reckon3PL, discrepancy tickets land directly in their dispute inbox
Why this matters

Two-sided market: brands recruit 3PLs and vice versa. A brand auditing 5 different 3PLs creates inbound demand from each.

Section 22 — Phase 5

Carrier chargeback recovery

Review carrier charges against agreed tariffs and investigate potential discrepancies.

  • Ingest carrier invoices from Australia Post, StarTrack, Sendle, DHL, FedEx and TNT — direct API or portal CSV
  • For each line, find the corresponding manifested shipment and re-rate using the carrier tariff plus your negotiated discount sheet
  • Categorise discrepancies: DIM-weight error, missing discount, residential mis-classification, late-delivery refund eligible, duplicate scan
  • Generate claim packets in each carrier’s required format (CSV / portal upload / API where available)
  • Track claim status and recovered $; surface as a dashboard tile
  • Per-carrier confidence threshold; tenant approves the claim batch before submission
Why this matters

One of the easiest features to ROI-justify. "We recovered $X this quarter; the platform paid for itself."

Section 23 — Revenue visibility

Daily accrual tracking and reconciliation

See estimated revenue during the billing period and reconcile it against final invoices.

  • A daily job prices metered activity through the billing engine and records local accrual journals per client
  • Local journals are reversed at month close, preserving the accrual history
  • Reconciliation compares accrued revenue with invoiced subtotals and shows the variance
  • Per-tenant opt-in controls daily accrual generation
  • Automatic daily journal export to Xero, MYOB, QuickBooks Online and NetSuite remains unfinished
Why this matters

Daily estimates help finance teams investigate revenue before month-end. Period-level minimums and volume pricing can differ from daily estimates; reconciliation makes that difference visible.

Section 24 — Phase 6

Auto-renegotiation alerts

The platform notices when a contract is mispriced before the account manager does.

  • Per-client, monthly: compare actual volumes against contract assumptions (commit, expected mix)
  • Detect pattern shifts: order volume up >50% YoY; SKU count up; storage occupancy down; accessorial mix changed
  • Cross-reference to anonymised benchmarks where available
  • Output: a proposed amendment — a delta on the existing rate card with rationale and dollar impact
  • Account manager reviews → sends to client → amendment becomes a new contract_version + rate_card_version
  • Quiet by default; opt-in per client; cap on alert frequency; require dollar-impact threshold
Why this matters

Closes the loop on the most common revenue leak: "we signed this client at startup volumes and never repriced."

Section 25 — Phase 7

Sustainability ledger

Required reporting under AASB S2 and CSRD. The 3PL’s brand clients increasingly require Scope 3 emissions reporting from their 3PL.

  • Per shipment: kgCO₂e using a configurable factor library (GLEC framework defaults; tenant override)
  • Per storage-day: kgCO₂e from warehouse energy intensity × occupancy share
  • Per value-add and packaging unit: kgCO₂e from materials emission factors
  • Aggregated to (client, period); exposed in the client portal alongside the invoice
  • Export pack: AASB S2 / GHG Protocol formatted CSV + PDF
  • Versioned factor library with effective dates; recompute-on-demand; export pack carries factor version
Why this matters

Marginal cost to build: low — we already have the data. Marginal value to a brand client whose CFO needs Scope 3: very high.

Section 26 — Phase 3 (read) / Phase 6 (write)

Spreadsheet bridge

The most common single objection to switching off Excel is "but my finance team lives in Excel." We embrace it.

  • Every list view (charges, invoices, leakage queue, margin) has a one-click "Open in Excel" or "Open in Google Sheets"
  • Workbooks ship with refresh links to a server-side query — values stay live
  • v2: bidirectional. Finance team edits flagged columns in the workbook, hits sync, and changes flow through the normal approval pipeline
  • All bridge syncs are audited identically to UI actions
  • Lint forbids alternate write paths — the bridge cannot become an audit-bypass
Why this matters

Removes the single biggest behavioural objection without compromising the audit story.

Section 27 — Phase 1 (templates) / continuous

Implementation accelerator

Day-one onboarding is the single biggest churn risk in this category. We engineer it down from weeks to one working session.

  • Template library: 12+ rate-card templates per WMS × client archetype (DTC fashion on Shopify+ShipHero; B2B retail on NetSuite+Extensiv; cold-chain; hazardous; FBA-prep)
  • Each template ships with a documentation page and a fixture activity stream that proves what it produces
  • Excel importer: take the tenant’s spreadsheet rate card and a sample month; produce a draft rate card with confidence scores per item
  • Side-by-side projected-invoice diff vs the spreadsheet’s actual invoice (target: ≤ 0.5% variance on a parallel run)
  • Onboarding wizard: connect WMS → pick template → upload sample contract → review contract clauses and map overrides → import last 90 days → produce a parallel-run draft → reconcile → go live
  • Reconciliation report shows every invoice line as (Excel value, Reckon3PL value, delta, why) with a deterministic explanation
Why this matters

This is how design partners build trust: a deterministic explanation for every cent of variance against the spreadsheet they came from.

Private beta / Register interest

Bring your billing puzzle.
Let’s work through it.

For 3PL operators and finance teams ready to evaluate billing alongside their existing warehouse systems.

Completely free for 90 calendar days from account activation, per organisation. No payment card required and no automatic paid conversion. The free period does not renew or restart; continued service requires an agreed paid plan.

Register your interestReview planned pricing
90calendar days
completely free

What happens next

  1. Tell us about your WMS and billing workflow.
  2. We discuss fit, data access and the agreed beta scope.
  3. If invited, your 90-day period starts at account activation.

COMING SOON / NO CARD / NO AUTO-CHARGE