Charterd
The lifecycle
Enquiry to invoice, one pipeline
Here's the shape of one real job — WES-10482, 49 seats, Leeds to Edinburgh. Five suppliers invited, three bids back, quote out with an 18% markup. Flip any switch below and that stage waits for a human instead — per broker, per stage, exactly as in the product.
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Control & automation
AI does the work. You set the rules.
Set a confidence threshold per pipeline. Above it, Charterd executes — parses the enquiry, invites suppliers, evaluates bids, issues the quote. Below it, the job lands in your queue with the AI's working shown, ready for a human decision.
- Per-flow toggles. Automate quoting but keep bid selection manual — or any other mix. Change it any time.
- Escalation, not error. Anything ambiguous — odd routes, multi-vehicle jobs, low-confidence parses — is escalated to a person, never guessed.
- Manual fallback everywhere. Every automated step has the same screen a human would use. Nothing is a black box.
Enquiries scoring above the threshold are quoted automatically. The rest wait for you.
White-label
Your customers see your brand. Only your brand.
Your logo, your domain, your reference numbers, your email address on every quote, booking confirmation and invoice. Charterd is the engine — it never appears in front of your customers.
- Customer portal on your own domain
- Branded quotes, confirmations and PDF invoices
- Your reference format, your email sender address
Payments & invoicing
Get paid directly. Invoice without leaving.
Money moves between your customers and your accounts. Charterd handles the paperwork on the way through.
01
Customer pays
Card at quote acceptance, or on account with credit limits and terms you set.
£1,345.2002
Your Stripe account
Funds settle directly to you via Stripe Connect. Charterd never holds your money.
03
Paperwork, generated
VAT invoice to the customer, self-billing invoice to the supplier — both as PDFs, in one click.
04
Books, reconciled
Everything syncs to QuickBooks automatically. Xero and Sage are coming.
On-account customers get monthly statements against the limits you set; card customers pay the moment they accept the quote.
Beyond the booking
The rest of the job, covered
Everything around the booking that usually lives in spreadsheets and inboxes.
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Security & trust
Built like the multi-tenant platform it is
Your data, your customers and your supplier rates are isolated from every other broker on the platform — enforced in the database, not just the interface. Designed for businesses that answer to their own customers, wherever they operate.
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Row-level tenant isolation
Every record is scoped to your brokerage at the database layer.
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Encrypted credentials
Payment and integration secrets are encrypted at rest, per tenant.
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Magic-link sign-in + MFA
Passwordless by default, with optional multi-factor for your team.
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Your money never touches us
Payments settle direct to your Stripe account via Stripe Connect.
Pricing
Simple plans, honest terms
Both plans include the full booking lifecycle, white-labelling and payments. A small platform fee applies on booking turnover — we only do well when you do.
Standard
For brokerages getting off spreadsheets
£149 /month
- Full lifecycle automation with per-flow toggles
- White-label portal, emails and documents
- Stripe Connect payments & VAT invoicing
- 3 team seats
Pro
For multi-user operations at volume
£299 /month
- Everything in Standard
- Unlimited seats & supplier self-billing
- QuickBooks sync, recurring series & trip map
- Priority support & onboarding
A platform fee of a small percentage applies to booking turnover, disclosed in full before you sign. Running something bespoke — franchises, multiple brands, unusual volume? .
See your brokerage running on Charterd
A 30-minute demo with your real workflow — no migration commitment, and your data stays yours either way.
Row-level tenant isolation · Funds settle to your Stripe account · No long-term contract