One team. One set of rules.

Roles, approvals and a full audit trail, reports from the same record, and connections to the systems you already run.

Product example

ReportsLast 90 days, to Oct 22Sales and riskMoney
Open pipeline$112,8507 deals
Won in October$32,4303 deals
Leads89Last 90 days
Payments held for a callback$2,0801 bill

Leads by source

Website form4112 deals
Google Ads276 deals
CSV import122 deals
Added by hand93 deals

Risk mix

Low risk 58Check 21High risk 10
Sample data

People and permissions

  • RolesOwner, admin and member, each with its own limits.
  • Two-factor sign-inTwo-factor sign-in with an authenticator app.
  • Audit trailEvery gated action and override is written down with the person and the time.
  • Each business kept apartAnother business can’t open your records, even with a direct link.
  • Single sign-onSign in through your company’s identity provider.
  • Approval routingApprovals for credit, payments, bank changes and contracts go to the right person.
TeamHalyard & Pike ForwardingTwo-factor on

Owner: Dana Whitfield

Admin: Marcus Bell

Members: Priya Nair, Luis Ortega, Hannah Cole

ActionOwnerAdminMember
See leads, parties and dealsYesYesYes
Go past a High risk gateWith a reasonWith a reasonNo
Confirm a bank changeNot their ownNot their ownNot their own
Invite peopleYesYesNo
Change rolesYesNoNo
Change billingYesYesNo

Reports

  • Sales and risk reportsPipeline, conversion by lead source, the risk mix of your leads and payments held on bank changes.
  • Money reportsRevenue, receivables, payables, profit per job and margin by lane.
  • Operations reportsRoute performance and overrides by person.
ReportsLast 90 days, to Oct 22Sales and riskMoney
Receivables open$34,8803 invoices
Overdue$12,3001 invoice
Paid in October$9,8501 invoice
Average days to pay34Last 90 days

Margin by lane

Savannah to Rotterdam14.5%
Ningbo to Norfolk11.8%
Norfolk to Tema17.2%
Cross-dock, local22.4%

Profit per job

JobRevenueProfit
LS-0187, Brightmoor Paper Mills$18,400$2,660
LS-0179, Larkspur Home Goods$9,850$1,162
LS-0168, Tidewater Cabinetry$4,180$936

Connections

  • API, webhooks and MCP serverYour own AI agents can ask for quotes, risk scores and shipment status, through the same permissions, hard stops and logs as a person.
  • Two-way connectorsConnectors for the main forwarding and brokerage systems and for QuickBooks and Xero, so the checks work without switching systems.
  • Partner accountsPartners refer customers and help manage their accounts. Laneseal sets prices and handles customer billing.
Audit trailEvery gated action and overrideExport
  1. Oct 22, 10:07 AMDana Whitfield

    Override: Okoro Global Imports converted to a deal. Reason: “Called Ama Mensah on the number in their company registry. Quote only, cash in advance.”

  2. Oct 22, 9:41 AMLaneseal

    Callback opened: Kestrel Metals asked for payment to a new bank account.

  3. Oct 22, 9:03 AMLaneseal

    Consignee change on LS-0187 held: look-alike sender.

  4. Oct 20, 4:55 PMHannah Cole

    Callback opened: Ridgeline Drayage bill carries new bank details.

  5. Oct 20, 11:30 AMMarcus Bell

    Credit approved for Larkspur Home Goods, $25,000.

  6. Oct 17, 6:40 PMLaneseal

    INV-0187 issued, payment link to the account ending 4471.

Checked here.

  • Someone overrides a checkA written reason, a name and a time, in the audit trail.
  • Someone enters a bank changeSomeone else has to confirm it.
  • An AI agent makes a requestThe same permissions, hard stops and logs as a person.
How the checks work

What it replaces.

Published list prices checked in October 2026.

  • ReportingUsually a spreadsheet someone rebuilds each week from the other eight.What it can’t see: Anything the other eight didn’t export.
Compare the whole stack

A few things
worth knowing.

Clear answers, including the limits.

Who can override a check?

Owners and admins, with a written reason of at least ten characters. Members can’t. Every override is logged with a name and a time.

Can our AI agents use Laneseal?

Yes, through the API and the MCP server. Every request passes the same permissions, hard stops and logs as a person’s.

Does it connect to the systems we already run?

Two-way connectors bring Laneseal’s checks to the main forwarding and brokerage systems and to QuickBooks and Xero, so you don’t have to switch everything at once.

Compare the stack.

Nine tools, what each one costs on its own, and what none of them can see.

One record. Every step checked.

Bring your leads, rates, shipments and team into Laneseal.