The intelligent revenue-&-margin platform for manufacturers and distributors — customer & vendor rebates, ship-and-debit chargebacks, trade promotion management and full contract lifecycle with e-signature — automated across any ERP, governed by AI, and reconciled to the penny. Live in weeks, not years.
Decades of domain depth · engineered for finance
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.
Complex programs run on spreadsheets and mismatched data don't scale — and they don't survive an audit.
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.
Tiered, growth, special-pricing and chargeback programs in spreadsheets over- and under-pay — quietly eroding margin every quarter.
Legacy rebate systems take years, blow through budgets, and still don't fit how your industry actually works.
No single source of truth means accruals you can't trust, reconciliation you can't finish, and auditors you can't satisfy.
The complete platform
From the deal you model to the cash you settle: rebates, trade promotions, contracts, financial operations, governance and AI — all on one configurable engine, one ledger, one audit trail.
Buy-side & sell-side, end to end
New
New
Model before you commit
Accrue, claim, settle, reconcile
Control, approvals & audit
Connected, extensible, yours
Inside your policies
An AI-first, end-to-end rebate & incentive platform — model, contract, price, calculate, validate, settle and analyze, with embedded agents doing the actual work inside your rules.
Model the deal before it becomes an agreement — customer & vendor.
What's inside
Author, sign and govern contracts end-to-end.
What's inside
Price metered usage — accurately & explainably.
What's inside
Customer & vendor rebates — from sale to settlement.
What's inside
Agreements, claims and POS / inventory validations, end-to-end.
What's inside
Scoped, secure self-service for distributors & customers.
What's inside
The operational fabric that runs the work, not just the numbers.
What's inside
Embedded agents that do the actual work — inside your rules.
What's inside
Platform foundation — built into everything
Two capabilities that set Rebate-IQ apart — automation you can actually govern, and metered billing on the very same platform as your rebates.
Not a bolt-on chatbot — automation with guardrails and a full audit trail, so it never outruns your control.
Price metered usage and turn it into accurate, explainable invoices — no separate billing system.
Trade Promotion Management
Plan a promotional event, set sponsorship opportunities with per-vendor budgets and CAPs, and invite vendors to a self-service portal to choose and commit their spend. Track deliverables and proof-of-performance, then generate bulk agreements, collect e-signatures, and follow through to claims — all on the same ledger as your rebates.
Window, venue, budget, lifecycle & e-copy.
Units × price, per-vendor allocation.
Self-service picks, held for review.
Proof-of-performance, shared externally.
One event → many signed agreements.
Fund, dispatch & settle to the GL.
Agreements live here until executed.
Template + the deal, rendered live.
Attributable track-changes + audit.
Ordered signers you control.
Sign, execute & seal the PDF.
Full change history, every time.
Contract Lifecycle Management
Every rebate agreement flows through a Contracts front door. Pick a template and mash it live with the deal, redline the body with attributable track-changes, assign the signing authorities in an explicit routing order, and capture e-signatures. Amend, renew and version with a complete history — and only executed agreements surface in their rebate module.
Enterprise scale, engineered in
From one distributor to a global manufacturer — the same platform for rebates and contracts, from millions of rows to billions in throughput.
Hundreds of suppliers · retroactive adjustments · multi-entity accounting · multi-currency — with bank-grade security, complete data isolation between customers, and elastic scaling that grows with your largest programs.
Not another slow, rigid rebate system — a modern platform built on first principles and finance discipline.
Our AI-assisted, first-principles methodology maps your programs, data and edge-cases fast — typically cutting implementation time by up to 60%.
Fixed-price implementations with agile, sprint-based delivery. No change-order games, no ballooning scope — you see working software early and often.
A visual integration engine connects SAP, Oracle, NetSuite, Dynamics — or your homegrown system — with feeds that are easy to build and maintainable for life.
Engineered by finance experts: accruals, adjustments, reversals and settlements all reconcile to the ledger, with an immutable audit trail on every change.
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.
Multi-tenant isolation, MFA and role-based access, persona-specific dashboards, and full user-activity analytics — secure and accountable by design.
Everything your rebate, finance, and channel teams need — in one place.
Every role sees exactly what matters to them.
Granular RBAC down to who can adjust, reverse and settle.
Filter, query and drill into any object, instantly.
Universal reporting & data extraction — turn anything into a report or outbound feed.
Reconciles mismatched partner, product & entity IDs automatically.
Distributors submit POS, inventory & claims — validated on the spot.
Every change logged; full user-activity analytics.
Accruals, payments & settlements tie out to the GL — an accurate, auditable month-close.
AI assistants and skill agents that run inside your policies — with safety guardrails and a full audit trail.
Meter usage, price it on a smart rate-card hierarchy, and generate reconciled invoices.
Because it's built on agreements, channel data and a finance-grade ledger, teams put Rebate-IQ to work well beyond rebate calculation.
Author, approve, version, amend, renew and expire commercial agreements — with a full change history.
Match claims to authorizations, net deductions, and resolve disputes with an auditable trail on every decision.
A single, validated home for POS / sell-through, inventory and transactions across every distributor and partner.
Know your rebate liability at any moment, posted to the right GL accounts and reconciled for month-close.
Project accruals and model program changes before you commit — see the impact of a new tier or rate instantly.
Immutable ledger, complete audit logs and user-activity history — always ready for internal or external audit.
Give distributors a secure portal to submit data and claims and track status — no email, no spreadsheets.
Manage market-development funds and trade programs alongside rebates on the same configurable engine.
Connected ecosystem
A visual integration engine maps, validates and reconciles inbound & outbound feeds — however your systems exchange data — easy to build, effortless to maintain, and designed to outlive every upgrade.
ERP
CRM
BI & Analytics
Data & Cloud
Collaboration
File & Storage
… and more
Configured to your industry and role, not force-fit to a template.
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.
Transactions, channel sales and inventory land through the integration engine — validated and normalized against your master data.
The calculation engine accrues every qualifying rebate and chargeback — proactive or reactive — to the correct GL accounts.
Finance reviews, adjusts, and settles payments — full, partial or split — with a complete, immutable audit trail.
Typical outcomes teams see with Rebate-IQ, in line with industry benchmarks.
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.
Pre-configured profiles for the industries where rebates, chargebacks and channel data are the hardest.
From your first rebate program to a fully sovereign, private-cloud deployment.
Get automated, fast.
The full platform, unleashed.
Your dedicated fortress.
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.
FAQ
Rebate-IQ is an AI-driven rebate management platform for manufacturers and distributors. It automates customer and vendor rebates, ship & debit / chargebacks, channel incentives, claims, deductions and settlement across any ERP — reconciled to the penny, from agreement to cash.
Yes. Ship & debit (SPA / chargeback / claimback) management is a first-class pillar: authorizations, distributor POS & inventory ingestion, line-level validation against your rules, dispute handling and settlement. Rebate-IQ is built by ship-and-debit experts for high-volume channel programs.
AI rebates run through the product: AI reads and captures executed contracts and agreements, an AI-driven implementation methodology cuts rollout time dramatically, and cross-reference intelligence auto-reconciles mismatched partner, product and entity IDs that normally break rebate matching.
Rebate-IQ manages the full range of rebates and channel incentives today — customer & vendor rebates, tiered and growth incentives, MDF and trade programs, deductions and claims. Broader commission- and SPIFF-style incentive programs are on the roadmap, built on the same configurable agreement and settlement engine.
Any ERP. A flexible integration engine ingests transactions, channel sales and inventory in any format and normalizes them against your master data, so accruals, payments and settlements tie out to the GL for an accurate, auditable month-close.
Yes. Trade Promotion Management is a full module: plan promotional events, set sponsorship opportunities with per-vendor budgets and CAPs, and invite vendors to a self-service portal to commit spend. Track deliverables and proof-of-performance, share an event banner, then generate bulk agreements, collect e-signatures and settle funding as claims — on the same ledger as your rebates.
Yes. Every agreement flows through a Contracts front door: choose a template and mash it live with the deal, redline the body with attributable track-changes, route it to ordered signers, and capture e-signatures — then amend, renew and version with a complete history. Only executed agreements surface in their rebate module.
Manufacturers and distributors who run rebate, ship & debit and channel-incentive programs and are tired of spreadsheets and ERP customizations — finance, sales operations, pricing and channel teams who need every rebate captured, reconciled and settled on time.
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.
The platform at a glance — request a demo and we'll email it to you too.
Prefer email? [email protected]
All rebate & incentive needs
End-to-end transparency
Optimize cash flow & profitability
Benchmark ROI, audit-ready