Customs Brokerage Software

Entries Filed Faster. Delays Caught Before Demurrage.

Customs delays are measured in hours and billed in thousands. OptiServe AI tracks every entry, ISF filing, and classification decision so your licensed CHBs catch CBP holds before demurrage charges land on your client's invoice.

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30-day free trial  |  No credit card required  |  Cancel anytime

47%
faster entry-processing cycle on the platform
99.1%
ISF filing on-time rate for managed accounts
380+
customs brokerage firms on the platform

Every entry managed from ISF to liquidation

Entry filing, HTS classification, ISF status, exam monitoring, and client billing — one platform.

🏛️

Entry Filing Management

Track every entry from document receipt to CBP release. Log entry type, entry number, liquidation date, and exam status. Nothing slips between the cracks on your filing desk.

📋

HTS Classification Tracking

Document HTS numbers, duty rates, and classification rationale per commodity per client. Build a classification library that speeds future entries and supports binding ruling requests.

⏱️

ISF Filing Status Board

Track ISF submission date, status, and any CBP messages per shipment. 72-hour filing windows are visible by countdown on the status board.

🔍

Exam & CBP Hold Monitoring

Log exam types (CES, tailgate, intensive), exam locations, and release dates. Alert clients automatically when an exam is opened or released.

💰

Brokerage Fee & Disbursement Billing

Invoice brokerage fees, disbursements (duties, ISF fees, exam fees), and reimbursable charges per entry. Clients see an itemized invoice with CBP transaction numbers.

📊

Compliance & Duty Cost Reports

Show clients their duty spend by commodity, country of origin, and time period. Support anti-dumping exposure reviews and first-sale valuation analyses.

Customs brokerage operations at one flat rate

No per-entry fees. Scale your entry volume without scaling your platform cost.

Starter
$199/mo

For small CHB firms filing fewer than 100 entries per month.

  • Entry pipeline & dashboard
  • Basic entry filing management
  • Client & shipment records
  • Online invoicing & payment
  • Basic scheduling board
  • AI assistant for client inquiries
Get Started
Business
$799/mo

For established brokerages with exam monitoring and compliance reporting requirements.

  • Everything in Professional
  • Exam & CBP hold monitoring
  • Compliance & duty cost reports
  • GPS geofencing for bonded warehouse visits
  • Entry volume & duty reports
  • Profit protection alerts
Get Started
Enterprise
$999/mo

For multi-port brokerage firms needing custom ACE integrations and white-label client portals.

  • Everything in Business
  • White-label importer portal
  • Custom ACE & TMS integrations
  • Multi-port entry management
  • Dedicated onboarding specialist
  • Priority SLA support
Get Started

All plans include a 30-day free trial. No credit card required.

Customs brokers who keep clients out of demurrage

Licensed CHBs at every port from Los Angeles to New York.

★★★★★

"ISF countdown timers on the status board changed how we manage volume. We never miss a 72-hour window anymore. In the previous year we had four late ISF penalties. Last year: zero."

M
Michelle K.
Licensed CHB, Keystone Customs Brokerage — Los Angeles, CA
★★★★★

"The HTS classification library is worth the subscription alone. When a new shipment comes in, I check the library first. If we have classified it before, the rationale is already documented and the entry is filed in half the time."

A
Alex P.
Entry Writer, Pacific Trade Customs Group — Seattle, WA
★★★★★

"Exam monitoring alerts mean my clients hear about a CBP exam from me before they hear about it from their freight forwarder. That level of proactive communication wins and keeps accounts."

R
Rosa V.
Owner, Veracruz Customs Brokerage — Miami, FL

Customs brokerage software questions

Direct ACE filing integration is included in the Enterprise plan. For other plans, entries are prepared and tracked in OptiServe AI and transmitted through your existing ABI software. The platform serves as your management and compliance layer.
Each classification record stores the HTS number, description, ruling references, and your CHB's rationale. When a binding ruling is obtained from CBP, you link the ruling number to the classification record. Future entries reference the same record.
Yes. Entry type is a field on each entry record. Informal entries (under the de minimis threshold) and formal entries each have their own workflows. Type 86 de minimis entries are tracked separately.
When an exam is initiated, you log the exam type, CES location or port exam site, and date opened. The system alerts you and the client. When CBP releases the shipment, you update the status and the client notification goes out automatically.
The compliance reporting module allows you to filter duty spend by HTS and country of origin. For clients in AD/CVD-covered commodity classes, you can extract their exposure by case number. Full AD/CVD rate lookup integration is available on Enterprise.
Yes. The Business and Enterprise plans include an importer portal. Clients upload documents, view entry status, download CBP releases, and see duty disbursements without emailing your team.

Zero late ISFs. Zero missed exams. Zero demurrage surprises.

Get your entry management, ISF board, and client portal running before your next peak import season.

30 days free  |  Setup in under 10 minutes  |  Cancel anytime