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.

60%
faster to go-live
Any
ERP, connected
Patented
founder innovations
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 — founders whose innovations are backed by multiple 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.

Four pillars. Everything inside them.

An end-to-end rebate & incentive platform that automates every process, ensures accuracy, and delivers measurable impact.

End-to-end value flow Define agreementsIngest dataCalculateValidate & approveSettle & pay / receiveAnalyze & optimize
📄 Pillar 01

Agreement & Contract Management

Define deals. Control terms. Ensure compliance.

Agreement lifecycle

  • Contract repository
  • Creation & templates
  • Version control & audit trail
  • Approvals & e-signatures
  • Obligations & renewals

Terms & conditions

  • Rebate / discount / SPIFF terms
  • Accrual, payment & claim rules
  • Targets, tiers & thresholds
  • Geographies, customers, products
  • Exclusions & exceptions

Governance & compliance

  • Policy & rule libraries
  • Access control & permissions
  • Change management
  • Audit trail & documentation
Outcome: Clear agreements. Controlled commitments.
🤝 Pillar 02

Customer Rebates

Manage customer incentives accurately, from sale to settlement.

Data & transactions

  • Sales data ingestion
  • Returns, adjustments & credits
  • Customer master & hierarchies
  • Product, price & cost data
  • APIs & real-time feeds

Calculation & accruals

  • Tiered, threshold & volume rebates
  • Deal & program calculations
  • Accruals & forecasting
  • Multi-currency & multi-entity
  • What-if & scenario modeling

Claims & disputes

  • Claim submission & validation
  • Supporting documents
  • Workflows & approvals
  • Dispute management

Settlement & payouts

  • Payout calculation & run
  • Payment files (ACH, wire, check, virtual)
  • Tax & withholding
  • Remittance & notifications
Outcome: Accurate rebates. Happy customers.
🏭 Pillar 03

Vendor Rebates

Manage vendor incentives, accruals and payables with precision.

Vendor agreements

  • Vendor contracts & programs
  • Terms, tiers & conditions
  • Compliance & SLA tracking
  • Program calendar & expirations

Purchase & spend data

  • Invoice data ingestion
  • PO matching & validation
  • Spend classification
  • Returns & deductions

Rebate calculation & accruals

  • Spend-based & performance rebates
  • Accruals & forecasting
  • Multi-currency & multi-entity
  • Overlays & true-ups

Settlement & deductions

  • Payable deductions (AP integration)
  • Payment processing
  • Credit memos & offsets
  • Vendor statements & notifications
Outcome: Optimize vendor spend. Maximize recoveries.
🚢 Pillar 04

Ship & Debit

Shipment-based incentives, chargebacks & debit processes, end-to-end.

Ship & debit data

  • Shipment data ingestion
  • POS & channel-sales validation
  • Inventory data validation & checks
  • Freight, accessorials & charges
  • Product & location data
  • Returns & shortages

Debit & chargeback management

  • Debit / chargeback rules
  • Short-ship, over-ship, damages
  • Quality, compliance & policy debits
  • Automated debit creation

Validation & resolution

  • Debit validation & approvals
  • Dispute & resolution workflows
  • Supporting documents
  • Debit adjustments & write-offs

Billing & settlement

  • Debit invoicing
  • Collections & deductions
  • Remittance & notifications
  • Aging & follow-up
Outcome: Accurate debits. Faster recoveries.

Platform foundation — built into everything

🗄️
Data management
⚙️
Workflow & automation
🔒
Security & compliance
📋
Audit & governance
🧠
AI & intelligence
📊
Analytics & reporting
🔌
Integrations
☁️
Scalability & reliability

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 60%.

🎯

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.

⚖️

Automated reconciliation

Accruals, payments & settlements tie out to the GL — an accurate, auditable month-close.

More than rebates — your deal & channel backbone

Because it's built on agreements, channel data and a finance-grade ledger, teams put Rebate-IQ to work well beyond rebate calculation.

📝

Contract & deal lifecycle

Author, approve, version, amend, renew and expire commercial agreements — with a full change history.

⚖️

Deduction & dispute management

Match claims to authorizations, net deductions, and resolve disputes with an auditable trail on every decision.

🗂️

Channel data hub

A single, validated home for POS / sell-through, inventory and transactions across every distributor and partner.

📚

Accrual & liability management

Know your rebate liability at any moment, posted to the right GL accounts and reconciled for month-close.

🔮

Forecasting & what-if

Project accruals and model program changes before you commit — see the impact of a new tier or rate instantly.

🛡️

Compliance & audit readiness

Immutable ledger, complete audit logs and user-activity history — always ready for internal or external audit.

🌐

Channel partner collaboration

Give distributors a secure portal to submit data and claims and track status — no email, no spreadsheets.

🎁

Trade program & MDF

Manage market-development funds and trade programs alongside rebates on the same configurable engine.

Connected ecosystem

Any ERP. Any format. Beautifully connected.

A visual integration engine maps, validates and reconciles inbound & outbound feeds over SFTP or API — easy to build, effortless to maintain, and designed to outlive every upgrade.

ERP

SAPOracleMicrosoft DynamicsNetSuiteInforEpicor

CRM

SalesforceHubSpot

BI & Analytics

TableauPower BI

Data & Cloud

DatabricksSnowflakeAWS

Collaboration

Microsoft TeamsSlack

File & Storage

Amazon S3SharePointSFTP

… and more

Custom systems & APIs
Inbound & outbound — data in, settlements back to your ERP & partners Transforms, validation & cross-reference mapping — all configurable No brittle custom code — built to survive every upgrade

From agreement to settled cash — in four steps

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

01

Create

Stand up a customer or vendor rebate agreement from an industry-tuned Implementation Profile — 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.

60%
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
Talk to us
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
Talk to us

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.

Tell us a little about your business and we'll set up a tailored walkthrough — agreements, chargebacks, integration and settlement — and model your ROI. 30 minutes, zero obligation.

  • We reply as soon as possible to schedule
  • You get an instant email confirmation
  • No obligation, no spam

Prefer email? hello@rebate-iq.com

🧩

One platform

All rebate & incentive needs

🔍

Total visibility

End-to-end transparency

💹

Maximum value

Optimize cash flow & profitability

🏆

Proven outcomes

Benchmark ROI, audit-ready