Tovarlo Assistant
An AI that drafts loads from rate cons, expenses from receipts and payment reminders for you to check, and answers questions about your numbers. Nothing is saved until you tap Confirm.
Read a rate con
Under "Read a rate con", choose the rate con (a PDF or a photo) and click "Read it". It opens as a filled-in "New load": the customer, the stops with dates and times, the rate, the extra charges and the reference numbers.
Check every field against the rate con. Anything the assistant couldn’t read clearly is left empty and marked "Couldn’t read this clearly. Fill it in." If the broker isn’t one of your customers yet, add it under Customers first, then pick it.
Click "Confirm and book load" to save it. The charges you kept are added to the load. You need the "Dispatch and assign loads" permission.
Read a receipt
Under "Read a receipt", choose a receipt photo and click "Read it". A fuel receipt opens as a filled-in fill-up (gallons, pump price, state, city and station); any other receipt as an expense (amount, date, vendor and category).
Pick the truck for a fill-up (it isn’t on the receipt), check the rest, and click "Confirm and save fill-up" or "Confirm and save expense". You need the expenses permission. See /help/expenses.
Payment reminders
Click "Draft reminders" to see every overdue invoice with the reminder email that would go to the customer’s billing email, word for word. Untick any you don’t want to send, then click "Confirm and send reminders". It’s the same email as "Remind now" on an invoice. See /help/invoices.
Ask about your numbers
Type a question like "What did truck 12 earn last month?" and click "Ask". The assistant only picks the report (by truck, driver, customer, lane or month, and the period). The figures come from your Reports, never from the AI, with a link to open the same report. You need the "Reports and profit" permission. See /help/reports.
Limits and who can use it
- Every draft or answer is one of your company’s 40 assistant tasks a day (in your company’s time zone); the number left is on the screen. When they’re used up, the owner or anyone with the billing permission can add 100 more for that day ("Add 100 more", the price shown first, on your next Tovarlo bill; at most 3 a day; not during the free trial). See /help/billing.
- A rate con or receipt can be up to 10 pages (a PDF) or about 10 MB. For a longer file, upload just the rate con or receipt pages.
- Each tool shows only if your role can save that kind of record.
- While Tovarlo is read-only, the assistant can’t draft anything; you can still ask about your numbers.
- The rate con or receipt is sent to Anthropic only to read it; Tovarlo doesn’t keep it (add it to the load or the fill-up yourself if you want it on file).
- Everything saved through the assistant is in Settings under "Tovarlo Assistant activity".
Page checked on November 7, 2026.