Start With Your Role
Find your flow in 30 seconds
Pick your stakeholder view to quickly see how Waka Forward solves your day-to-day workflow.
RFQ ownership clarity: Coordinator-led RFQ tenders to a servicing forwarder. Forwarder-led RFQ remains the forwarder sales workflow.
RFQ Ownership Map
AI-Orchestrated FF RFQ Lane (Freight Forwarder)
FF-origin RFQs remain within the forwarder sales workflow for quotation, follow-up, conversion, and booking handoff. AI-driven workflow agents automate process coordination, task routing, follow-ups, and status tracking for faster and more efficient operations.
Choose your starting point
After understanding RFQ ownership, pick your role to see the exact workflow, responsibilities, and value.
Freight Forwarder
Challenge: Too many manual handoffs across quotation, operations, and invoicing.
What you get: A unified AI agent–driven operating layer that automates and streamlines RFQ management, shipment execution, costing, follow-ups, and operational coordination across the workflow.
Service partner
Challenge: PO-to-Sub-PO delegation and coordinator RFQs slow local execution handoffs.
What you get: AI-guided PO-to-Sub-PO delegation, coordinator-led RFQs tendered to a servicing freight forwarder, and intelligent exception handling for cleaner multi-party handoffs.
RFQ & Quotation Module
AI-driven RFQ and quotation workflows across forwarder-led and coordinator-led lanes—with relationship-scoped visibility for every participant.
Key Features
- Coordinator-led RFQ: service partners tender shipment RFQs to a servicing freight forwarder (where enabled)
- Forwarder-led RFQ: AI-assisted sales quoting, follow-up, and booking handoff
- Multi-channel RFQ intake (email, workspace, API, guided manual entry)
- AI-assisted quote generation with structured cost build-up
- Live rate management and carrier rate integration where configured
- Quote templates and multi-level approval workflows
- Export and import quotation paths with duty and tax calculation support
- AI-surfaced quote tracking, follow-up prompts, and conversion signals
- Multi-currency exchange rates and final quote totals
- Quote-to-booking handoff with commercial relationship context preserved
- RFQ participant scoping keeps quote and award visibility limited to commercial participants on each transaction
Key Benefits
Shipment Operations Module
AI reads shipping documents, proposes bookings, and orchestrates execution—from accepted quote through milestone completion—with shared visibility for every stakeholder.
Key Features
- AWS Bedrock OCR for bills of lading, commercial invoices, packing lists, and air waybills
- AI-initiated booking creation from accepted quotes
- CY/CY (FCL), CFS/CY, CFS/CFS (LCL), and air freight support
- Multi-leg routing, contract route templates, and route validation
- Per-container carrier booking preferences and split-booking guidance
- Carrier booking workflows and integrations where configured
- AI-assisted consolidation planning and management
- Import and export job tracking with customs documentation support
- Milestone tracking with intelligent exception surfacing
- Document management, version control, and VGM calculator
- Container and cargo management with multi-modal transport support
- Relationship-scoped booking visibility for stakeholders linked to the shipment
- Customs broker cargo pack API for broker-facing document bundles where enabled
Key Benefits
Invoice & Costing Module
AI tracks costs, drafts invoices, and surfaces margin signals—giving finance continuous control across shipment execution.
Key Features
- Job number management (MJN/HJN hierarchy)
- AI-assisted cost accrual and tracking
- Customer invoice generation (AR) with structured line build-up
- Vendor invoice receipt and processing (AP)
- Pass-through charge management
- Multi-currency support
- Payment processing and reconciliation
- Credit note and debit note management
- Live profitability and revenue-vs-expense analysis
- Financial reporting aligned to operational data
- Accounting integrations (QuickBooks, Xero, SAP, Tally) where enabled on your plan
- Cash flow visibility across open jobs
Key Benefits
PO & Sub-PO Collaboration Module
AI-connected PO-to-execution collaboration in one workspace: forwarder-led PO desk, Sub-PO splits, and service partner task views where licensed—governed by company profile, partner relationships, and enabled modules.
Key Features
- One Waka sign-in for freight forwarder and service partner profiles
- Forwarder PO and Sub-PO desk: headers, lines, parties, status, history, CSV import, document-assisted create, and PO-to-booking links
- Partner master and Waka workspace link on PO parties—commercial identity separate from invited tenant access
- Sub-PO splits, commercial overrides, and parent linkage where licensed; coordinator-led and service-partner task views for delegated work
- Main-PO coverage dashboard and forwarder PO service-coverage settings for operating-forwarder eligibility
- ERP / FTP / API PO ingestion where integrations are enabled on your plan
- AI-assisted dependency tracking between PO lines, milestones, and documents
- Role-based access and audit trail aligned to permissions and party linkage on each PO
- PO delegation policies and notifications when work is assigned, reassigned, or escalated
Key Benefits
Feature Availability by Stakeholder
A quick view of who owns, participates in, or monitors each core workflow.
| Capability | Freight Forwarder | Service partner |
|---|---|---|
| Owner-led RFQ to selected freight forwarder list | Visible | Guided |
| Forwarder-led RFQ and quotation workflow | Full | Visible |
| Coordinator-led RFQ tendered to servicing freight forwarder | Full | Full |
| In-app PO & Sub-PO desk (forwarder); booking allocation links | Full | Guided |
| ERP / FTP / API PO ingestion (where integrated per plan) | Full | N/A |
| PO to Sub-PO delegation and tracking | Full | Guided |
| Shipment milestone updates and exceptions | Full | Full |
| Partner directory & company relationships (one identity, many roles) | Full | Visible |
| Dashboard global search (tenant- and profile-scoped) | Full | Guided |
| Job order execution (vendor profile, relationship-scoped) | Visible | N/A |
| Operational performance reporting (dashboard + /reports, CSV export) | Full | Visible |
| Invoice, costing, and profitability visibility | Full | N/A |
Additional Capabilities
Powerful tools and integrations to enhance your workflow and boost productivity.
AI Document Extraction
AWS Bedrock reads bills of lading, commercial invoices, packing lists, and air waybills—proposing structured fields for RFQ and booking workflows before your team confirms.
Intelligent Milestones & Alerts
AI monitors shipment milestones, scores delay risk, and triggers notifications—keeping every stakeholder aligned without manual status chasing.
Stakeholder workspace
Service partners and vendors sign in to the same Waka application as freight forwarders. AI-adaptive dashboards, menus, and workflows follow company profile, permissions, and licensed modules.
Multi-Level Access Control
Granular access control with company, branch, customer, and port-level permissions. Support for multi-company access and role-based permissions.
Secure API & third-party system integrations
Expose REST APIs and webhooks to connect third-party systems securely—accounting (QuickBooks, Xero, SAP, Tally), ERP, INTRA, carriers, and custom connectors. External systems integrate without being confused with service partners who sign in to Waka directly.
Partner directory & company relationships
One canonical company identity with relationship-scoped commercial roles—buyer, operating forwarder, service partner, and vendor—so the same organization can be a counterparty in different directions without duplicate masters.
Dashboard global search
Search RFQs, bookings, POs, and partners from the dashboard—stakeholder-aware results scoped to your tenant, profile, and licensed modules.
Job orders
Vendor-profile job orders for scoped local-service and execution tasks when invited by a principal—connected to the parent shipment lifecycle without a full forwarder console.
Operational Performance Reporting
AI-enriched operational snapshot on Dashboard and /reports—KPI tiles, D3 charts, carrier and lane views, and CSV export. Broader finance and scheduled report packs are on the roadmap.
Seamless Integrations
Connect with your existing tools and services for a unified workflow.
Carrier APIs
Accounting Systems
Email Services
Payment Gateways
ERP Systems
Custom APIs