Reform
Reform is an AI-native logistics automation platform that uses computer vision and NLP to extract data from freight and customs documents, orchestrating quote-to-cash workflows across TMS and ERP systems for freight forwarders, customs brokers, shippers, and carriers via a credit-based SaaS model.
- Company typePrivate
- Founded2023
- HeadquartersSan Francisco, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Reform does
Reform (legally Knowstory, Inc.) is an AI-native logistics automation platform founded in 2023 and headquartered in San Francisco, incorporated in New York. The company targets freight forwarders, customs brokers, shippers/importers, and carriers, offering software that extracts structured data from documents — commercial invoices, packing lists, bills of lading, customs forms, and emails — and orchestrates workflows across TMS platforms (CargoWise, Magaya, Descartes), ERPs (NetSuite, SAP, e2open), and productivity tools (Gmail, Outlook, QuickBooks, Zapier, Excel). Its core architecture pairs multimodal AI (computer vision, NLP, anomaly detection, generative AI) with human-in-the-loop exception dashboards, enabling customers to automate quoting, shipment consolidation, accounts payable, customs entry preparation, ISF filings, post-summary corrections, and duty drawback without replacing their existing systems. Standalone products include the Tariff Refund Calculator (launched February 2026 in response to the Supreme Court IEEPA ruling) and the PSC Audit and Filing Tool (launched 2026).
Reform operates a tiered, usage-based SaaS model: a free Team tier (10,000 credits/month, 1 admin), a mid-market Operations tier (up to 100,000 credits/month, 4 admins, unlimited automations), and an Enterprise tier (unlimited everything, multi-year contracts, dedicated infrastructure). The platform is delivered through a hybrid go-to-market combining self-serve product-led growth with enterprise direct sales, supported by an API-first architecture and direct integrations with the dominant TMS and ERP systems used in freight forwarding. Customers cited in case studies include CITTA Brokerage, KCE Logistics, Lean Solutions Group, Joffroy Global, Berpar, Frederic Schad, Customs Direct, Interlink Trade Services, and Cargotrans.
The company is Y Combinator W24-backed and closed a $2,555,000 seed round in April 2024 with participation from EasyPost, FundersClub, Pioneer Fund, Rebel Fund, and Y Combinator. As of late 2025, Reform reported $750,000 in revenue with an 11-person team. The company is pursuing SOC 2 Type 2 certification (Type 1 already achieved) and positions its platform against ISO 27001 and GDPR standards to support enterprise sales.
Reform firmographics
Firmographics- Name
- Reform
- Legal name
- Knowstory, Inc.
- Website
- https://reformhq.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Reform is an AI-native logistics automation platform that uses computer vision and NLP to extract data from freight and customs documents, orchestrating quote-to-cash workflows across TMS and ERP systems for freight forwarders, customs brokers, shippers, and carriers via a credit-based SaaS model.
- Ownership category
- akta.pro rank
Reform industry classification
Industry- Product category
- Logistics Automation Software
- NAICS
- Freight Transportation Arrangement (488510), Support Activities for Transportation (488), Packaging and Labeling Services (56191)
- SIC
- Arrangement Of Transportation Of Freight & Cargo (4731), Wholesale-Computers & Peripheral Equipment & Software (5045)
- akta.pro primary industry
- Trade Data Management & Automation Advisory (Master Data, ACE/ICS2, EDI) (TLACAGAJ)
- akta.pro secondary industries
- Customs Declaration & Filing (Import/Export Entry) Platforms (TLAEAOAA), Trade Compliance Management (Denied Party Screening, Licensing, Restricted Goods) (TLAEAOAB), Trade Document Generation & Management (Commercial Invoice, Packing List, COO, Certificates) (TLAEAOAF)
Keywords
Where Reform is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Reform business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription (Team, Operations, Enterprise tiers): Tiered subscription model with Team (free trial), Operations (up to 100k credits/month, 4 admins, unlimited automations), and Enterprise (unlimited everything) plans. Credits used for automation execution; additional credits purchasable.
- Usage-Based Credits: Platform uses credit-based system where each tier includes monthly credit allocation. Team tier includes 10,000 credits/month, Operations up to 100,000 credits/month. Additional credits can be purchased above tier allocations.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free trial tier with basic features for small teams |
| Subscription | Monthly | Mid-market tier with expanded automation and integration capabilities |
| Subscription | Multi-year contract | Enterprise tier with unlimited resources and full feature access |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels9 records
Reform product offering
Product offeringCore offering
Reform provides an AI-first logistics automation platform that extracts structured data from shipping documents (commercial invoices, packing lists, bills of lading, arrival notices, booking confirmations) and orchestrates quote-to-cash workflows across TMS, ERP, and customs systems for freight forwarders, customs brokers, shippers, and carriers. The platform features human-in-the-loop exception management, native integrations with CargoWise, Magaya, Descartes, NetSuite, SAP, and offers pre-built workflow templates for shipment consolidation, quoting, accounts payable, customs preparation, and duty drawback. Standalone tools include a Tariff Refund Calculator for IEEPA tariff refund estimation and a PSC Audit and Filing Tool for customs post-summary correction management.
Product overview
Reform is a unified AI-first logistics automation platform composed of multiple modules targeting distinct user segments: Freight Forwarders, Customs Brokers, Shippers & Importers, and Carriers. The platform operates on a core engine that provides document ingestion, data extraction, workflow automation, and exception management — with segment-specific use cases delivered through tailored templates and configurations. Key product modules include Reform's Tariff Refund Calculator (standalone tool for IEEPA refund estimation) and Reform's PSC Audit and Filing Tool (for proactive post-summary correction management). All modules share a common integration layer connecting to TMS platforms (CargoWise, Magaya, Descartes), ERPs (NetSuite, SAP), and productivity tools (Zapier, QuickBooks, Excel, Gmail). The platform is offered across three pricing tiers: Team, Operations, and Enterprise.
Differentiator
Problem solved
Functional benefit
Products and services
- Reform Platform AI-first logistics automation platform that automates freight operations from quote to cash by extracting structured data from documents (invoices, BOLs, packing lists) and orchestrating workflows across TMS, ERP, and customs systems with human-in-the-loop exception management.
- Freight Forwarders Module Automates freight forwarder operations from quote to shipment by converting emails, PDFs, and documents into structured workflows across TMS platforms. Includes quote automation, shipment creation, ISF filing, consolidations, document processing, and operational follow-ups.
- Customs Brokers Module Turns commercial invoices, freight invoices, packing lists, and shipping documents into compliant customs entries automatically. Handles entry creation, ISF filings, customs audits, post-summary corrections (PSC), and duty drawback claims with pre-filing validation.
- Shippers & Importers Module AI-powered automation for importers of record, automating PO consolidation, commercial and freight invoices, and compliance across ERP systems (NetSuite, SAP, e2open). Includes 3-way matching, invoice validation, shipment reconciliation, and customs documentation automation.
- Carriers Module Automates carrier operations from dispatch to proof of delivery, reducing manual dispatch work and eliminating rekeying by connecting documents across TMS, dispatch, and fleet systems. Handles work orders, POD processing, carrier paperwork, operational follow-ups, and exception handling.
- Reform Tariff Refund Calculator Standalone tool enabling importers and customs brokers to quantify duty refund eligibility from IEEPA-related tariffs. Users upload historical entry summaries; the tool identifies IEEPA-assessed entries, reconstructs alternative duty treatment, and generates line-by-line refund estimates with exportable detail for PSCs, protests, or legal follow-up. No complex integrations required.
- Reform PSC Audit and Filing Tool Tool enabling customs brokers to proactively audit post-summary corrections before CBP flags them via CF28 or CF29 notices. Designed to reduce reactive compliance work, penalties, and customer relationship damage by catching compliance violations before they are flagged by CBP's AI-driven detection.
Quantifiable outcome
- 2,000+ hours saved per month per customer
- +8 more outcomes
Companies that use Reform
Customer profileNamed customers9 records
Segments4 records
Ideal customer profiles4 records
Reform technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration13 records
AI capability10 records
Feature8 records
Reform partnerships and signals
Strategic signalScale indicators20 records
Recent moves6 records
Expansion highlights6 records
Reform competitors and assessment
Company assessmentEmerging players
- Stord: Stord provides a cloud-based supply chain platform combining logistics technology with operational services. While broader than Reform, Stord's automation and document processing capabilities overlap with portions of Reform's shipper and carrier modules.
- Ambien AI: Ambien AI applies AI document processing to freight forwarding workflows including quote automation and shipment creation. It overlaps with Reform's Freight Forwarders Module on AI-driven email and PDF parsing.
Direct peers
- ClearCustoms: ClearCustoms offers AI-driven customs broker automation for entry preparation, HTS classification, and compliance — a direct overlap with Reform's Customs Brokers Module. Both target US customs brokers seeking to automate entry writing and post-summary corrections.
- KlearNow AI: KlearNow AI provides AI-powered customs clearance and freight documentation automation, closely mirroring Reform's core use cases across customs brokers, freight forwarders, and importers. Both target document-heavy trade workflows with AI document processing and human-in-the-loop exception management.
- Turvo: Turvo is a TMS and collaboration platform for freight forwarders and 3PLs with workflow automation features. While Turvo is itself a TMS rather than an automation layer, its workflow automation capabilities compete with Reform for freight forwarder and 3PL budgets.
- Borderwise: Borderwise is a trade compliance and customs data platform providing HTS classification, duty calculation, and customs entry automation. It directly overlaps with Reform's duty drawback, tariff refund, and customs preparation workflows.
Broad incumbents
- CargoWise (WiseTech Global): CargoWise is the dominant global TMS platform used by large freight forwarders, and is both an integration partner and potential competitor to Reform. WiseTech's continued investment in automation features threatens to internalize the layer Reform currently occupies.
- Descartes Systems Group: Descartes is a large, established logistics technology provider with a broad portfolio spanning customs, TMS, and trade compliance. Reform integrates with Descartes but also competes for the same customs broker and freight forwarder budgets at the workflow automation layer.
- Magaya: Magaya offers a TMS platform for freight forwarders and customs brokers with built-in automation capabilities. Reform integrates with Magaya but competes against its native automation features for workflow automation spend.
Regional players
- MercuryGate: MercuryGate is a North American TMS provider with workflow automation capabilities serving shippers, 3PLs, and brokers. It overlaps with Reform at the transportation workflow layer though it does not focus specifically on customs document automation.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Reform social profiles
Digital presenceReform compliance and trust
Trust signalCompliance3 records
Reform financial estimates
Financial estimateRevenue estimate
Valuation estimate
Reform leadership team
Management profileNumber of profiles
Profiles13 records
Reform funding detail
Funding detailFunding overview
Funding rounds1 record
Investors5 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Reform M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Reform
What does Reform do?
Reform provides an AI-first logistics automation platform that extracts structured data from shipping documents (commercial invoices, packing lists, bills of lading, arrival notices, booking confirmations) and orchestrates quote-to-cash workflows across TMS, ERP, and customs systems for freight forwarders, customs brokers, shippers, and carriers. The platform features human-in-the-loop exception management, native integrations with CargoWise, Magaya, Descartes, NetSuite, SAP, and offers pre-built workflow templates for shipment consolidation, quoting, accounts payable, customs preparation, and duty drawback. Standalone tools include a Tariff Refund Calculator for IEEPA tariff refund estimation and a PSC Audit and Filing Tool for customs post-summary correction management.
Is Reform a public or private company?
Reform is a private company. It is classified as venture growth investor backed and is currently operating.
When was Reform founded?
Reform was founded in 2023. It employs 11 to 50 people.
Where is Reform based?
Reform is headquartered in San Francisco, United States, in the North America region.
How does Reform make money?
Two revenue lines are on record. SaaS Subscription (Team, Operations, Enterprise tiers) is the primary driver. The others are usage-Based Credits.
Who are Reform's main competitors?
Emerging players on record are Stord and Ambien AI. Direct peers are ClearCustoms, KlearNow AI, Turvo and Borderwise. Broad incumbents are CargoWise (WiseTech Global), Descartes Systems Group and Magaya. MercuryGate is listed as a regional player.
Does Reform have an API?
Yes. Reform provides API access enabling programmatic use of its platform. On the Customs Brokers page, Reform is described as allowing customers to 'ingest and queue up most of their lineage using their API.' Access to the API is included in the Team pricing tier. The platform supports custom integrations with in-house systems that allow programmatic access. Developer documentation is at www.reformhq.com.
What industry is Reform in?
Reform's product category is Logistics Automation Software. Its primary akta.pro industry code is TLACAGAJ, Trade Data Management & Automation Advisory (Master Data, ACE/ICS2, EDI), with a secondary code of TLAEAOAA, Customs Declaration & Filing (Import/Export Entry) Platforms. Its NAICS code is 488510 and its SIC code is 4731.