The whole brokerage, on one record.
An importer's file becomes a draft entry. A writer classifies and values it. A licensed broker checks and approves it on Declarly, and the filing leaves through the ABI system your brokerage already uses. The importer is invoiced, CBP's statement is reconciled, and any overpaid duty comes back. Every step lands on the same audit trail.
The whole loop, in under a minute.
An importer's file, a writer's draft, the broker's approval, the client invoice and the monthly statement — one record, on the live demo.
Watch the tour 0:49
One loop, from the importer's file to the refund.
Eight steps, four seats, and one record underneath all of them. Nothing is re-keyed between steps, and nothing leaves the desk without a licensed broker's approval.
Filing desk
Every filing, from first draft to CBP's answer, with a licensed broker's approval in the middle.
Customs entries
Draft, approve, release — with the CBP 7501 summary built in.
In the demo: simulatedAir manifests
AMS air manifests and house bills, prepared, screened and approved from the same desk.
In the demo: simulatedExport filings
Electronic Export Information, prepared line by line and recorded on acceptance.
In the demo: simulatedMail entries
Type 13 informal mail entries, collected through the day and verified by the desk.
Mail settlements
The monthly Type 13 settlement, with its worksheet, from the entries the desk verified.
Clients & partners
Every importer, forwarder and partner on one register, with onboarding tracked.
Compliance
Classification you can defend: a parts catalogue with history, an AI co-pilot that keeps a human in charge, and partner-agency data in order.
Money
The wallet, the invoices, the CBP statements and the refunds — reconciled to the cent.
Wallet & billing
A prepaid filing wallet with a grace buffer, refills and a full ledger.
Statements & receipts
What the workspace paid, month by month, and what it bought.
Client invoices
Bill importers for what was filed, with a payment link and due dates on the workspace calendar.
In the demo: simulatedCBP statements
Load the periodic statement, reconcile every line to an entry, explain every difference.
In the demo: simulatedDuty recovery
Find overpayments across the book and prepare the corrections that bring the money back.
Client portal
Importers upload, track and download without ever seeing the brokerage's internals.
Platform & control
Roles, audit trail, white-label partners, support sessions and multi-tenancy for the whole book.
People & access
9 roles, 66 permissions, and a client-assignment model for the writers.
Activity & audit
Every action, by everyone, including support — append-only.
Partners & tenancy
Networks and software partners run their own partition of brokerages.
Support console
Audited support sessions — read-only, time-boxed, and visible to the customer.
Dashboards & reports
A different home for every seat, and reports at three tiers.
Reports
Entries filed, wallet statements, filing activity and the tenancy register — each with its sources named.
Workspace settings
The workspace's calendar, contacts and preferences, in one place.
Search & notifications
Find any entry, client or file from the keyboard; hear about what changed.
Email forwarding
A forwarding address per workspace, so client mail lands on the right desk.
In the demo: simulatedCounted, not estimated.
Every figure below is a count taken from the product itself — modules, roles, permissions, tests — not a target and not a projection. The same rule holds inside the product: every number on every dashboard is counted from the record, with its source named.
The filing desk, as the licensed broker sees it. Every figure on it carries the ⓘ that says where it came from.
Keep the system you file through. Move the work onto Declarly.
Declarly is the operating record of the brokerage: intake, classification, the approved entry, the invoice, the statement. It takes the files your desk already exchanges and gives them back the same way, so nothing you rely on today has to change on the day you start.
Entries are prepared, checked and approved on Declarly by a licensed broker; filings leave through the ABI system your brokerage already uses. In this sandbox the filing system is a simulator.
- Bring your book in — the client register and the parts catalogue import from CSV, with a template and a skip report for every row that needs a look.
- Load CBP's statements as they come — the periodic statement is read line by line and matched to the entries it settles.
- Take everything out as a spreadsheet — shipments, files, invoices and the activity log download in the formats importers and forwarders already use.
Twenty-five modules, one desk.
Open the live demo and walk the loop yourself, or take fifteen minutes with us and we will walk it with your own entries.