AI-driven rebate, chargeback & channel management

Rebates, reconciled. From agreement to cash.

The intelligent rebate & channel platform for manufacturers and distributors — customer and vendor rebates, ship-and-debit chargebacks, and channel claims, automated across any ERP. An AI-driven, first-principles methodology takes you live in weeks, not years.

75%
faster to go-live
Any
ERP, connected
15+
patents behind it
20+
years of domain depth

Decades of domain depth · engineered for finance

Built by the people who helped write the playbook.

Rebate-IQ is led by veterans with 20+ years at the leading edge of pricing, rebate and channel technology — holders of 15+ patents and architects of some of the largest enterprise rebate rollouts in the industry. It's backed by finance-industry expertise and engineered from the ledger up, so reconciliation, auditability and a clean month-close are the foundation — never an afterthought.

Rebates are where margin quietly leaks.

Complex programs run on spreadsheets and mismatched data don't scale — and they don't survive an audit.

🧩

IDs never match

Your distributor's part number, your ERP's SKU, and the GPO's code are all different. Manual matching means missed claims and endless disputes.

📉

Silent leakage

Tiered, growth, special-pricing and chargeback programs in spreadsheets over- and under-pay — quietly eroding margin every quarter.

🐌

Painful rollouts

Legacy rebate systems take years, blow through budgets, and still don't fit how your industry actually works.

🧾

Month-close chaos

No single source of truth means accruals you can't trust, reconciliation you can't finish, and auditors you can't satisfy.

Every rebate program. One platform.

From the contract to the cash — Rebate-IQ handles the full spectrum of channel incentives.

📑

Contract & agreement management

Author, version and amend complex deals — tiers, growth, lump-sum, special pricing and SPIFFs — with full lifecycle control.

🏭

Vendor rebates

Track, accrue and claim everything you're owed from your suppliers — on purchases, growth and program attainment.

🤝

Customer rebates

Fund and settle customer incentives with confidence — accruals compute automatically and reconcile to the GL.

🚢

Ship & Debit (chargebacks / claimbacks)

Authorizations, claim validation, disposition and settlement — validated against channel POS and inventory in real time.

Why teams switch to Rebate-IQ

Not another slow, rigid rebate system — a modern platform built on first principles and finance discipline.

🤖

AI-driven, in weeks not years

Our AI-assisted, first-principles methodology maps your programs, data and edge-cases fast — typically cutting implementation time by up to 75%.

🎯

Fixed budget. Zero surprises.

Fixed-price implementations with agile, sprint-based delivery. No change-order games, no ballooning scope — you see working software early and often.

🔗

Any ERP, effortlessly

A visual integration engine connects SAP, Oracle, NetSuite, Dynamics — or your homegrown system — with feeds that are easy to build and maintainable for life.

🧮

Reconciliation-first

Engineered by finance experts: accruals, adjustments, reversals and settlements all reconcile to the ledger, with an immutable audit trail on every change.

🧠

Cross-reference intelligence

One partner ID, a different master ID, a third GPO code — Rebate-IQ reconciles every product, entity and partner identifier automatically, so claims just match.

🛡️

Enterprise-grade, day one

Multi-tenant isolation, MFA and role-based access, persona-specific dashboards, and full user-activity analytics — secure and accountable by design.

A platform, not a point tool

Everything your rebate, finance, and channel teams need — in one place.

📊

Persona-specific dashboards

Every role sees exactly what matters to them.

🔐

MFA & role-based access

Granular RBAC down to who can adjust, reverse and settle.

🔎

Universal dynamic search

Filter, query and drill into any object, instantly.

🧾

UR-DEF reporting

Universal reporting & data extraction — turn anything into a report or outbound feed.

🔁

Cross-reference engine

Reconciles mismatched partner, product & entity IDs automatically.

🚪

Channel partner portal

Distributors submit POS, inventory & claims — validated on the spot.

📜

Immutable audit & usage

Every change logged; full user-activity analytics.

⚙️

In-database calc engine

Accruals, payments & settlements — fast, set-based, reproducible.

Integrates with anything

Any ERP. Any format. Beautifully connected.

Rebate-IQ's integration engine lands transactions, channel sales, POS and inventory over SFTP or API — mapped, validated, and reconciled against your master data. A visual designer makes every interface easy to build and effortless to maintain — feeds even self-heal when your source adds a column.

  • Inbound & outbound — bring data in, push settlements back to your ERP & partners
  • Transformations, validation rules & cross-reference mapping, all configurable
  • No brittle custom code — designed to outlive every upgrade
SAP
Oracle
NetSuite
Dynamics
Infor
Epicor
+ your homegrown / custom system

From agreement to settled cash — in four steps

Configured to your industry and role, not force-fit to a template.

01

Create industry-specific agreement

Author a customer or vendor rebate agreement from an Implementation Profile tuned to your industry and perspective — entities, labels and program types come pre-mapped, so you're deal-ready in minutes.

02

Ingest

Transactions, channel sales and inventory land through the integration engine — validated and normalized against your master data.

03

Calculate

The in-database engine accrues every qualifying rebate and chargeback — proactive or reactive — to the correct GL accounts.

04

Settle

Finance reviews, adjusts, and settles payments — full, partial or split — with a complete, immutable audit trail.

Value you can measure

Typical outcomes teams see with Rebate-IQ, in line with industry benchmarks.

75%
Faster implementation
vs. legacy rebate rollouts
2–4%
Margin recovered
from rebate leakage & missed claims
60–90%
Less reconciliation effort
automated accrual & settlement
Weeks
To first value
not quarters or years

Figures reflect typical results and published industry benchmarks; actual outcomes vary by program complexity and data readiness. We'll model your specific ROI in a demo.

Built for every channel-driven industry

Pre-configured profiles for the industries where rebates, chargebacks and channel data are the hardest.

Semiconductor & High-Tech Electronics Distribution Industrial Distribution Building & Materials Plumbing & HVAC Foodservice Packaging Medical & Pharma Agricultural Inputs Technology Hardware

Editions that grow with you

From your first rebate program to a fully sovereign, private-cloud deployment.

Core

Get automated, fast.

  • Agreement, vendor & customer rebates
  • In-database accrual & settlement engine
  • Standard ERP integrations
  • Core reporting & dashboards
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Most popular

Premium

The full platform, unleashed.

  • Everything in Core, plus:
  • Ship & Debit / chargebacks + channel partner portal
  • AI-driven implementation methodology
  • UR-DEF reporting, deductions & netting
  • Cross-reference engine & premium support
Book a demo

Sovereign

Private Cloud

Your dedicated fortress.

  • Everything in Premium, plus:
  • Dedicated, single-tenant private cloud
  • Data residency & sovereignty controls
  • Custom SLAs & white-glove onboarding
  • Enterprise security & compliance reviews
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Fixed budget. Agile delivery. Zero surprises.

We implement on a fixed budget with an extremely agile delivery model — value shipped in sprints, working software early, and no change-order games or scope creep. You get predictable cost, rapid time-to-value, and a partner who's accountable to outcomes.

See what Rebate-IQ can recover for you.

We'll run a tailored walkthrough on your programs and data — agreements, chargebacks, integration and settlement — and model your ROI. 30 minutes, zero obligation.