The odd line is flagged
before you pay it.

Every proforma is read against what the same port charged on the last call, receipts are matched to the charges they belong to, and the books for the call stay current without a month-end scramble.

Proforma check1 flagged
Port dues4,1804,240
Towage3,6003,720
Mooring8602,410

Nobody checks a PDA line by line.

The proforma arrives, it looks like the last one, and it gets paid. Six calls later someone notices a charge that was never on any of them. By then the money is out, the file is closed, and asking about it costs more goodwill than the line was worth.

The old way

Glance at the proforma. Pay it. Reconcile the receipts at month end, if there is time.

The CharterAI way

Every PDA is checked against what the port charged last time. An odd line item is flagged before you pay.

What the radar watches

Checked against last time

Each line on the proforma is read against what the same port charged for the same service before.

Same port, same line

Flagged before payment

A line that does not fit the pattern is raised while you can still ask about it, not after settlement.

Before the money moves

Receipts matched

Each receipt finds the charge it belongs to, so what was paid and what was invoiced stay in step.

No month-end scramble

Books current, not closed late

The financial picture of the call moves with the call instead of being assembled after it.

Current, per call

How it works

1

The proforma arrives

It lands in the inbox like everything else, and it is read into lines rather than filed as a PDF.

2

The lines are compared

Each one is set against what the same port charged for the same thing on earlier calls.

3

You look at what stands out

Only the line that does not fit needs your attention. The rest is already reconciled.

Proforma check
1 flagged
Line itemLast callThis PDA
Port dues4,1804,240
Pilotage2,0502,050
Towage3,6003,720
Mooring8602,410
Agency fee1,5001,500
Receipts matched12 / 12
Flagged for review1

One line looked different. That is the whole job.

Every
PDA checked line by line
0
Receipts left unmatched
0
Ledger for the whole call
Current
Books, while the call is open
ECOSYSTEM

The proforma comes in through the same inbox as everything else, and the call it belongs to is already open. Finance is not a separate system here.

Catch the odd line before you pay.

See a proforma checked against the last call.

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