Growing Fleets Win by Connecting the Dots Between Ops and Finance

Disconnected systems kill margins. In this freight market, that’s not a small problem – it’s an existential one. If your ops and accounting don’t talk, your numbers lie. And if you’re running a fleet with 20 or more trucks, disconnected systems and delayed visibility into the numbers can quickly erode your margins, growth, and decision-making power.

That was the central message from our recent webinar with Volk Transfer, a third-generation fleet now running 55 trucks, a local division, brokerage services, and are making investments in warehouse space.

What’s driving their momentum? Accounting software that talks to their TMS.

Real-Time Financial Control 

“We’ve got processes in place,” shared Scott Ostermann, VP of Finance at Volk Transfer. “If accounting is missing something, our operations already know they’re going to get a call—or vice versa. The ability to drill into a load without switching systems, that’s critical”.

By consolidating operations and finance inside PCS, Volk eliminated the gaps between departments, closed the books faster, and aligned every leader—warehouse, dispatch, ops—with a shared, real-time view of financial performance.

“Too many carriers are focused only on getting invoices out and drivers paid,” noted PCS Sales Engineer Chase Carney. “But if you’re not closing months, running accruals, or connecting ops to finance, you’re leaving money—and insight—on the table”.

Takeaways for Scaling Fleets

If your team is still exporting spreadsheets, chasing manual reconciliations, or operating from separate, disconnected systems, here are three ideas Volk says you need to consider: 

  • Use one source of truth. When dispatch and accounting share data in real time, you spend less time reconciling and more time optimizing.
  • Make accounting proactive vs reactive. With real-time reports and dashboards, Volk’s team can spot margin leakage, rebalance assets, and plan expansion intelligently.
  • Drive accountability with transparency. Create KPIs that are assigned across the team—warehouse, drivers, finance—and ensure every number is traceable back to the source.

Volk Transfer didn’t just invest in Quickbooks or any TMS on the market. They invested in an all-in-one solution designed for trucking financial control that could scale as they added new services and assets.

Want to see how they did it?

Catch the full conversation with Volk and discover how better financial control starts with the right tools and the right mindset.

Watch the Webinar On Demand

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