Annex Orbis

Accounting & driver pay

Books set up for trucking. Every pay deal on record.

Bank feeds a person reviews, a chart of accounts that starts with hauling revenue and fuel, and the reports your CPA asks for. Invoices to brokers and each driver’s pay agreement sit right beside them.

AvailableBank feeds, books and reportsIn testingInvoices, bills and pay agreements
Talk to usSee the review queue
Works alongside your payroll provider: we keep the pay records; withholding, deposits and tax filings stay with them.Accounting is part of the office suite, with its own page. See everything in Accounting

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Bank feeds

Every bank line, checked by a person.

Connect checking and the company card once. New transactions arrive on their own, usually with a proposed account. Someone in the office accepts each one or leaves it out of the books.

AvailableA bank feed and the review queue

In testingAccepting or excluding a line into the books

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  • Feeds that arrive on their own

    Checking and card accounts sync through your bank connection. No statement uploads, no retyping.

  • A proposed account, and how it was found

    Each line says where its suggestion came from: a rule you set, lines you accepted before, or a transfer between your accounts. Accept it, or exclude what isn’t business.

  • Always balanced

    Every entry’s debits and credits must agree before it’s saved. A correction posts as a reversal; nothing is erased.

Books and reports

Hauling revenue, fuel and maintenance from day one.

The freight chart of accounts adds hauling revenue, fuel and maintenance to the standard accounts. The reports answer the owner’s three questions: did we make money, where did it go, and who owes us.

Reports

  • Profit and loss
  • Balance sheet
  • Cash flow
  • A/R aging
  • Income by customer
  • Expenses by category
  • General ledger

Every report downloads as PDF or CSV.

ComingProfit per load and per truck

Profit and lossSeptember 2026 · Accrual
Profit and loss · September 2026 · Accrual
AccountThis periodPrior period
Hauling revenue184,320.00171,940.00
Wages(61,200.00)(58,760.00)
Fuel(52,410.00)(50,115.00)
Insurance(11,450.00)(11,450.00)
Maintenance(9,870.00)(14,320.00)
Other expenses(18,450.00)(17,980.00)
Net income30,940.0019,315.00

AvailableLedger, freight chart of accounts and reports

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Invoices and bills

Bill the broker. Approve the shop.

Numbered invoices go to brokers and shippers by email with a link to view them, and the PDF is filed in Files. Reminders follow up on slow payers, and a credit note settles a short pay. Vendor bills and drivers’ expense reimbursements wait for an approval.

In testingInvoices, bills, approvals and reimbursements

ComingInvoices built from a delivered load · customers paying online by card or ACH

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Driver pay

Every driver’s pay deal, in writing.

Per mile loaded or empty, per stop or load, a share of revenue, detention, layover, breakdown, a bonus, a guarantee, a team split. Each agreement is a version with an effective date, so the old rate stays on record when the new one starts.

Compensation agreementMarcus R.Company driver · Truck T-14

Version 3 · Active · Effective Oct 1, 2026

Marcus R. · Version 3 · Active · Effective Oct 1, 2026
Earning typeRateTerms
Per mile · loaded$0.64 / mi · Changed in this versionApproved loaded miles
Per mile · empty$0.42 / mi · Changed in this versionApproved empty miles
Per stop$25.00Each stop after the first
Detention$20.00 / hAfter 2 hours at a stop
Layover$150.00 / dayHeld over by shipper or receiver
Breakdown$100.00 / dayTruck down on the road
Bonus$0.02 / miQuarterly safety bonus
Guarantee$1,150.00 / wk · Changed in this versionMinimum for a full week out

Changed in this version

In testingPay agreements and adjustments

ComingPay calculated from completed loads · Today, the office records each adjustment as estimated or approved.

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Settlements and payroll

Pay on record here. Payroll stays with your provider.

Withholding, deposits and tax filings stay with your payroll provider. Import its pay run from Gusto, Rippling, ADP or a CSV, and the journal posts to the books and each driver’s record. Settlement records drafted from approved pay are coming; today there’s no settlement screen or payout.

  1. Pay agreementMarcus R. · Version 3
    Loaded miles
    $0.64 / mi
    Extra stops
    $25.00
    Detention
    $20.00 / h
    In testing
  2. Settlement recordSep 21 – Oct 4 · Example
    Gross pay
    $3,284.60
    Reimbursements
    $85.00
    Deductions
    −$240.00
    Net
    $3,129.60
    ComingNo screen or payout yet.
  3. Your payroll providerA separate service · not connected
    Tax withholding
    Direct deposit
    Payroll tax filing
    W-2s
    Not offered by ANNEX ORBIS
  4. Pay-run importFrom Gusto · Sep 21 – Oct 4
    People
    14
    Gross
    $41,860.00
    Journal
    Posted
    Pay stubs
    On each record
    In testingAlso Rippling, ADP or a CSV.

In testingPayroll journal import

ComingSettlement records from approved pay

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Month-end and tax time

Close the month. Hand your CPA clean numbers.

Reconcile each account, work the month-end checklist, sign it off and close it so nothing more posts. At year-end, the 1099-NEC report, the missing W-9 list and tax-line summaries are worksheets for you or your preparer. Nothing is e-filed.

In testingReconciliation, close, QuickBooks import, 1099s and tax lines

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  • In testing

    Your outside bookkeeper

    Give them the Bookkeeper role and send them the transactions to review.

  • In testing

    More than one company

    Run the trucking company and the equipment company side by side, each in the switcher, with what they owe each other.

Status, plainly

Where each piece stands.

Available is live in production. In testing is built and running, not yet proven with real fleets. Coming is planned or partly built.

Books

  • A bank feed with a review queue; each line arrives with a proposed accountAvailable
  • Accepting or excluding a reviewed line into the books; a person decides each oneIn testing
  • Double-entry ledger with a freight chart of accountsAvailable
  • Profit and loss, balance sheet, cash flow, A/R aging, income by customer; PDF or CSVAvailable
  • Bank reconciliation and month-end closeIn testing
  • Moving from QuickBooks: a one-time guided importIn testing
  • An outside bookkeeper role and multiple companiesIn testing
  • Profit per load and per truckComing
  • Reading receipts automatically (OCR)Coming

Invoices and bills

  • Invoices to brokers and shippers, PDF in Files, reminders, credit notesIn testing
  • Bills with approvalsIn testing
  • Expense reimbursementsIn testing
  • Invoices built from a delivered loadComing
  • Customers paying invoices online by card or ACHComing

Driver pay

  • Pay agreements by mile, hour, day, stop, load, % of revenue, detention, layover, breakdown, bonus, guarantee and team split, versionedIn testing
  • Payroll journal import from Gusto, Rippling, ADP or CSVIn testing
  • Settlement records drafted from approved payComing
  • Pay calculated from completed loadsComing

Tax time

  • 1099-NEC report, W-9 details and the missing W-9 listIn testing
  • Tax-line summaries for your CPA; nothing is e-filedIn testing

Not offered

  • Payroll processing: tax withholding, direct deposit, payroll tax filing, W-2s
  • Factoring
  • QuickBooks sync

The office suite

The same books run the whole office.

Accounting has its own page in the office suite: its screens, where it works and the status of each piece. Driver pay agreements live with the rest of your team’s records in People.

See everything in AccountingSee everything in People

FAQ

Questions carriers ask

Is this a payroll service?

No. We keep each driver’s pay agreement and import pay runs from Gusto, Rippling, ADP or a CSV into the books, both in testing. Settlement records drafted from approved pay are coming. Tax withholding, direct deposit, payroll tax filing and W-2s stay with your payroll provider.

Does the bank feed categorize transactions by itself?

No. It proposes an account for each line and says how it found it: a rule you set, lines you accepted before, or a transfer. A person accepts each one or excludes it. Corrections post as reversals, so the history stays intact.

Can we keep QuickBooks running alongside?

There’s no QuickBooks sync. Moving over is a one-time guided import from QuickBooks export files: accounts, trial balance and A/R and A/P aging, previewed until the totals tie, then committed in one batch you can undo. The move is in testing.

Can I bill a load the moment it delivers?

Not yet. Today invoices are written in the office, and invoicing is in testing. Building the invoice from the delivered load, and letting customers pay it online by card or ACH, are coming.

We factor our receivables. Does that work?

Not today. There’s no notice of assignment, remit-to or reserve tracking for a factoring company. Your bank feed still brings in the factor’s deposits for review.

Can our bookkeeper or CPA work in it?

Yes, with the Bookkeeper role, which is in testing. Every report downloads as PDF or CSV today. The 1099 and tax-line worksheets, also in testing, give your preparer the numbers. Nothing is filed from the platform.

Keep exploring

The rest of the carrier platform

Put the books and the trucks on one sign-in.

Tell us how you bill, how your drivers are paid and who keeps your books. We’ll walk you through the review queue and a driver’s pay agreement.

Talk to us