ClaimsAutomated claim generation
ClosesDays each quarter spent formatting claim spreadsheets to each manufacturer's spec, with some going in late.
Claim data assembled straight from the ERP and queued ahead of deadlines. The per-manufacturer recipe book, industrialised.
Ported fromAutomated investor-pack generation and distribution, hedge fund
Reconciliation24/7 rebate reconciliation
ClosesQuarterly manual reconciliation that catches discrepancies late, or never.
Continuous comparison of ERP purchase data against vendor agreements. A discrepancy is flagged the day it appears, not the quarter after.
Ported fromRPA trade reconciliation across custodians, asset manager
DisputesAutomated dispute and recovery
ClosesShorted and denied claims written off, because disputing them never wins against daily operations.
Denials and short-pays tracked, documented and re-filed systematically instead of dying in a folder.
Ported fromStructured persistent outreach at 80%+ contact rate
AnalyticsTier position tracking
ClosesVendor tiers tracked in spreadsheets that rarely update mid-quarter, so near-miss tiers go unseen.
Live tier positions and what-if visibility, so a tier within reach gets chased while the window is still open.
Ported fromAnalytics and insight automation, asset management firm
AlertsVendor program bulletins
ClosesProgram updates arriving by email to one contact and never reaching every branch.
Same-day, network-wide bulletins. No branch misses a new tier or a deadline because a memo stalled in an inbox.
Ported fromNationwide publishing infrastructure, securities firm
DataUnified agreement and price platform
ClosesEvery branch tracking rebates and pricing its own way, with no consolidated view at corporate.
One governed view of every agreement, price file and claim across the network, so branch-level leakage stops compounding invisibly.
Ported fromPlant-level data mesh, global automotive OEM
ProcessStandardised rebate workflows
ClosesEvery branch running rebates differently, with best practice living in a few heads.
Core processes standardised into a workflow layer, so execution stops depending on who happens to be at the desk.
Ported fromTwelve-process BPM build, private equity back office
TrackingRebate and delivery tracking
ClosesRebates in spreadsheets, delivery costs in dispatcher notebooks, program status in one person's memory.
Purpose-built tracking your operations team actually owns, stood up without an engineering department.
Ported fromReal-time trading operations visibility, hedge fund
ReportingVendor rebate reporting
ClosesClaims filed late or incomplete because reconciling POs, receipts and vendor statements by hand loses to daily operations.
Filing becomes a review-and-send rather than a day of spreadsheet work.
Ported fromRegulatory reporting automation, bank