Rebate Administration
Rebate administration for the agreements the software can’t read.
We encode each customer rebate agreement against the order and invoice data you keep, so accruals maintain themselves and claims assemble when a tier trips.
Built with the leading AI platforms
NVIDIA
Anthropic
The broken Friday
Nobody can say what one customer actually costs.
From manufacturers and distributors we have sat with: hundreds of thousands of product permutations, customer rebate deals in PDF agreements and email side-deals — and no answer to what a customer pays.
Discounts and rebates impossible to track
Special deals and rebate structures so tangled that nobody can see true price or margin per customer — the deal sheet and the ledger never meet.
“What did this customer pay last year?”
Price history, margin trend, account health — basic account questions take digging across systems, and only the 20-year veteran knows where to look.
A rebate in the contract, missing from the ledger
Money owed in either direction surfaces only at audit or renewal — accrued from memory, claimed late or never, reconciled eventually.
Accruals run on memory
With no encoded rules, the accrual is someone’s recollection of the deal, and the claim goes out late, short, or never.
The data is split across systems
Customer, product, and credit data split across the ERP and a separate product database — about 80% of it still on-premise.
What manual costs
An unclaimed rebate is a line item, not a feeling.
What the manual way looks like at a manufacturer running accruals from memory. Your numbers will differ — the first agreement we reconcile puts figures on yours before anything gets built.
From an anonymized engagement — a European glass and packaging manufacturer with a global catalog and customer-side rebate programs
How it works
We encode your rebate agreements.
No new system for your team to learn. The deal terms your best person carries in their head become the rules every invoice line is read against.
- 01
Reconcile one customer’s agreement
We reconcile one customer’s rebate agreement against the last year of invoice lines — what accrued versus what was claimed. That gap starts the rule set.
- 02
Encode the agreement’s rules
Tiers, thresholds, qualifying products, claim window, documentation — encoded end-to-end against the order and invoice data already in your ERP, yours to keep.
- 03
Accruals maintain themselves
Every invoice line is read against the agreement; claims assemble when a tier trips, and anything ambiguous lands in an exception queue a person reviews.
Rebate management companies sell software. Nobody encodes the deal terms.
Rebate-management software assumes your deals are clean and standard. Rebate processing services run someone else’s program — utilities, pharma, consumer checks. Your customer agreements are the tangled part nobody takes on.
We encode those agreements; our AI reads every invoice line against them, and your encoded rules do the judging — which tier, which accrual, which claim. The ledger ties to the contract, not to memory.
Led by Peter Enestrom.
Questions
Asked by sales and finance leaders.
The straight answers, before you book anything.
What’s holding your business back?
A workflow ready for automation. An AI product you want to build. A problem that has sat on the roadmap for years. Let’s talk about what it would take to solve it.
Talk to Zaigo