One desk for the licensed broker and the writers who prepare for them.
The entry writer prepares. The licensed broker approves and releases. The administrator watches the money and the authority to file. Declarly holds that day on one record — from the importer's file to CBP's answer to the invoice that follows.
Three seats, one record.
The broker's approvals, the writer's drafts and the administrator's account health, one after the other, on the live demo.
Watch the tour 0:44
Before, and with Declarly.
Four places where a brokerage loses its afternoon, and what each one looks like when the whole loop is on one record.
Before
How most desks run- 01 Intake
Email chains
Shipment files arrive as attachments. Somebody saves them, somebody asks for the missing column, somebody keys them in.
- 02 Preparation
Re-keying
The same invoice is typed into the filing system line by line, and the classification is whatever the last person remembered.
- 03 Approval
Approvals by phone
Sign-off is a call or a shout across the office. Who approved what, and when, lives in someone's memory.
- 04 Reconciliation
Spreadsheets at month end
CBP's statement is matched to entries by hand, and the differences are argued about for a week.
With Declarly
One record- Intake
Portal intake
Importers send files through the portal. The desk maps the columns once, sees the first rows as they will be read, and screens them. Rows that fail go back to the importer with what to fix.
- Preparation
Conversion
A passed file becomes draft entries in one click. Parts come from the catalogue with their HTS, origin and version history; the HTS co-pilot suggests the six-digit heading with a confidence score and holds anything under your threshold for a person; the licensed broker decides and completes the line.
- Approval
Maker-checker
Writers submit; licensed brokers check and approve on Declarly, or send back; the filing leaves through the ABI system your brokerage already uses. The decision is attributed to the broker and stays on the lifecycle rail with every CBP response that follows.
- Reconciliation
Statement matching
Load the daily and monthly statements. Every line is matched to the entry it settles; every discrepancy is listed with a reason, and the report exports.
What is waiting on your approval, and where CBP is stopping you.
The filing desk opens on the approvals queue and how long the oldest entry has waited. Held and rejected filings are listed with what CBP said. Approved work sits ready to file until it leaves through your ABI system.
- Approve or send back from one queue; approved work is marked ready to file
- Held and rejected by CBP, with the reason CBP gave and how long each has waited
- The CBP 7501 entry summary generated from the entry: entered value, effective-dated MPF and HMF with their Federal Register citations, a real check digit
- Refund claims ready to file — the Post-Summary Correction goes before the refund can pay out
- The monthly IMDW settlement due, and the mail entries still to verify
- Reclassification in the parts catalogue recorded as your decision
Your drafts, your rhythm, and what came back.
My desk shows your open drafts, the entries with a supervisor, what was sent back and what reached CBP. Client manifests that passed screening are one click from becoming entries. Mail worksheets import straight in.
- Convert a client manifest into draft entries without re-keying
- HTS co-pilot: a suggestion to the six-digit heading with its confidence, held for review under your company's threshold; the licensed broker completes the line
- Parts catalogue with declaration templates, so a part classified once files the same way every time
- Partner-agency lines flagged before filing; FDA and CPSC certificates attached where the entry needs them
- Assigned-client visibility: you see the importers you look after
- Everything you prepared, by outcome — released, with CBP, still with the brokerage, held, rejected
What is stopping a desk from filing today.
Account health opens on the things that stop a team filing — a lapsed power of attorney, an overdue mail report, entries carrying a partner-agency line with no declaration — and on the money: filings and duty over ninety days, wallet runway, invitations outstanding.
- Prepaid wallet with a grace buffer: runway measured in filings, refill with a payment link
- Statements and receipts for every month; the wallet statement report checks that each month adds up
- People & access: nine roles, sixty-six permissions, invitations with expiry, writers narrowed to their clients
- Activity & audit: every action by everyone, including support sessions, on an append-only trail with CSV export
- Clients & partners with the onboarding ladder — on the list, identified, addressed, assigned, authority on file, filed
- Email forwarding: a relay address per workspace, so client mail lands on the right desk
Declarly works beside your ABI system.
Keep the system your desk files through. Declarly is where everything around the filing lives — the record that says who prepared it, who approved it, what it cost and what CBP said. Entries are prepared, checked and approved on Declarly by a licensed broker; filings leave through the ABI system your brokerage already uses.
Intake
Importer files screened and converted, with corrections sent back row by row.
The classification record
Every part, its HTS and origin, and the history of who changed it and why.
Approval and the 7501
Maker-checker on every entry; the summary with its fees, citations and check digit.
Invoices and statements
Bill the importer for what was filed; match CBP's statement to the entries it settles.
The audit trail
Who did what, when, in which workspace — appended, never edited.
The client book
Importers, forwarders and partners with powers of attorney and who looks after them.
Put your own desk on it.
Fifteen minutes on a call with your own entries in front of us, or open the live demo now and sit in Maria's seat.