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AI Employee

Lena

AI CFO & Financial Intelligence Officer

Lena gives you the financial picture your brokerage has always needed — load-level margin, carrier cost trends, P&L by lane — in real time, without a finance team.

See Lena in Action Watch Live Demo

What Lena Does

Concrete actions, not vague promises.

✓ Calculates real-time gross margin per load, per lane, per carrier — updated as shipments close
✓ Flags margin compression events (rate spike vs. contracted rate) before they become losses
✓ Produces weekly P&L summaries broken down by business unit, customer, and lane
✓ Tracks carrier payment status, aging receivables, and factoring pipeline
✓ Models 3-year revenue scenarios based on volume growth and rate assumptions
✓ Generates investor-ready financial reports with key SaaS and logistics metrics

Results at Hatchway Trade Group

Live production data from HTG's deployment.

$1.17M

revenue tracked for HTG in current data set

Real-time

margin visibility (< 5 min lag from TMS close)

3-year

revenue model with scenario analysis

0 FTE

finance headcount required at HTG today

Lena vs. The Alternatives

No fluff — here's how it stacks up.

	In-house CFO	Excel/QuickBooks	Lena on HatchOS
Cost	$150–250K/yr	Your time	Included in HatchOS Enterprise
Load-level margin	Quarterly review	Manual calculation	Real-time, every load
Lane profitability	Never	2–3 days of work	Always-on
Investor reports	2 weeks to prepare	Not possible	On-demand
Margin alert speed	After close	After close	Before close

How Lena Works

From trigger to outcome.

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Load closes in TMS

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Lena pulls revenue, carrier cost, fuel, fees

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Calculates net margin — flags if below threshold

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Updates lane P&L and carrier cost benchmark

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Rolls up to weekly P&L — CFO dashboard updated

See Lena Running on Your Brokerage

Tell us about your setup and we'll show you what Lena can do for your operation.

✅ You're on the list.

We'll reach out within 1 business day with a personalized demo walk-through for Lena.

"We never had load-level margin visibility before Lena. Now we know which lanes are profitable before we quote the next one."

— RL Jarrett, CEO, Hatchway Trade Group

(pending final approval)

Frequently Asked Questions

Does Lena replace our accountant? ▼

Where does Lena get its financial data? ▼

Can Lena produce reports for investors? ▼

Is Lena available on all plans? ▼

Ready to add Lena to your team?

HatchOS is the only freight broker TMS with a built-in AI workforce. One platform, seven AI employees, zero extra headcount.

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