CargoSurge is an all-in-one logistics ERP platform for freight forwarders, road transport companies, 3PL warehouses, and customs brokers. It includes finance, compliance, fleet management, and AI-powered operations.

Which countries does CargoSurge support?

CargoSurge is built for GCC and South Asia markets — UAE, Saudi Arabia, India, Sri Lanka, Oman, Bahrain, Kuwait, and Qatar. It supports UAE Corporate Tax (9%), VAT (5%), and regional compliance requirements.

Does CargoSurge support multi-currency?

Yes. CargoSurge supports multi-currency invoicing, payments, and FX rate management with automatic conversion to your base currency for reporting.

Is there a free trial?

Yes. CargoSurge offers a 7-day free trial with full access to all features. No credit card required.

What compliance features are included?

CargoSurge includes UAE Corporate Tax (9% CT), VAT return generation (FTA boxes 1-12), IFRS 15/16/9 accounting standards, AML/KYC screening, sanctions screening (OFAC/EU/UN), UBO registry, and enhanced due diligence workflows.

Finance reports

Finance reporting lives at /app/finance/reports. Standard reports cover the usual suspects plus forwarding-specific views.

Standard financial reports

P&L — by period, drillable to account, cost centre, customer, service line. Variance vs prior period / budget.
Balance sheet — assets, liabilities, equity. As-of any date.
Cash flow — direct or indirect. Typically indirect for monthly close.
Trial balance — per period, per cost centre. Basis for close.
General ledger — journal-level, filter by account / date / user.

Operational finance reports

Margin by shipment — revenue − cost per shipment, with % and $ margin. Sortable, filterable.
Margin by customer — aggregate over period.
Margin by service line — air / sea / road / warehousing / customs.
Margin by lane — origin → destination routes.
Vendor spend — by vendor, by service, by period. Base for rate negotiation.
DSO + AR ageing — see ageing.
DPO + AP ageing — the vendor equivalent.

Period close pack

At month / quarter close, finance produces a pack:

P&L, balance sheet, cash flow.
AR + AP ageing.
FX revaluation schedule.
Accrual register.
Revenue recognition register.
Bank reconciliation.
Open disputes.

Exportable as Excel or PDF; the pack is the basis for the monthly management report to leadership.

Custom reports

Power users can build custom reports via the report builder (/app/finance/reports/builder):

Pick a fact table (shipments, invoices, bills, payments).
Add dimensions (customer, vendor, service, period, currency).
Add measures (revenue, cost, margin, count).
Filter and group.

Saved reports share with finance team; schedulable (email every Monday 9am).

Export targets

Excel / CSV — ad hoc.
PDF — for distribution.
Zoho Books / QuickBooks — via integration; see integrations / finance.
Data warehouse — via daily dump. API available for pulls.

Audit trail

Every report run is logged with user, filters, timestamp. Useful when a report is cited in a dispute ("show me who ran this and when").

Performance

Reports run against a nightly-built analytics warehouse, not live transactional tables. Latency: data up to end of previous day. Live views are available for specific tiles (AR, open shipments) where sub-minute latency matters.