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.

Eight pillars. Everything inside them.

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.

✨ Hover any layer to explore it — including the core engine
CORE ENGINES

Rebates
& Billing

Customer · Vendor · Pricing
🧠 AI-FIRST — AGENTS INFUSED EVERYWHERE
Core engines Platform pillars AI-First layer
End-to-end value flow Model dealsDefine agreementsIngest dataCalculateValidate & approveSettle & pay / receiveAnalyze & optimize
🧮 Pillar 01

Modeling Layer

Model the deal before it becomes an agreement — customer & vendor.

What's inside

  • CA Modeler (customer) & VA Modeler (vendor)
  • Assumptions → tier scenarios → live financial impact
  • Customer & supplier intelligence (health, spend, growth)
  • AI optimize & side-by-side scenario comparison
  • Promotion blast / market scout with e-mail outreach
  • Finalize straight into real customer / vendor agreements
Outcome: Design profitable deals with confidence.
✍️ Pillar 02

Contracts & e-Sign

Author, sign and govern contracts end-to-end.

What's inside

  • Contract lifecycle — repository, templates, versions
  • Clause & terms library, obligations & renewals
  • Approvals & routing
  • Signet — built-in digital e-signature
  • Per-type dynamic menus & label overrides
  • Full version history & audit trail
Outcome: Signed, compliant, on time.
🏷️ Pillar 03

Pricing Engine

Price metered usage — accurately & explainably.

What's inside

  • Smart rate-card hierarchy — most specific price wins
  • Tiered & incremental / banded pricing methods
  • One-click price run → billed amounts
  • Reconciled invoices, no separate billing system
  • Group by agreement, account or period
  • Drill any total to account, month & item + audit trace
Outcome: Accurate, defensible billing.
💸 Pillar 04

Rebates Engine

Customer & vendor rebates — from sale to settlement.

What's inside

  • Customer Rebates + Vendor Rebates (sell & buy side)
  • Sales / purchase data ingestion & masters
  • Tiered, threshold & volume calc, accruals & forecasting
  • Claims, disputes & reversals
  • Settlement, payouts & AP deductions
  • Multi-currency & multi-entity
Outcome: Every rebate dollar, accurate.
🚢 Pillar 05

Ship & Debit Experience

Agreements, claims and POS / inventory validations, end-to-end.

What's inside

  • Ship-&-debit authorizations (SPAs)
  • POS + inventory + sales validation (triangulation)
  • Claim ingestion — manual, Excel, partner, EDI
  • Line-level validation against your rules
  • Disposition, disputes & corrections
  • Settlement & billing
Outcome: Faster, cleaner recoveries.
🌐 Pillar 06

Partner Portal Access

Scoped, secure self-service for distributors & customers.

What's inside

  • Partner self-service — scoped to their data only
  • Acknowledgments (SPAs) & full version history
  • POS & inventory data submissions
  • S&D claim submission & tracking
  • Cross-reference mapping (their ids → yours)
  • Team management & read-only access
Outcome: Partners in the loop, data at the source.
🧰 Pillar 07

Tools & Workflow

The operational fabric that runs the work, not just the numbers.

What's inside

  • Projects → Tasks — WBS, resources & milestones
  • Approval workflows — multi-step & composable
  • Email-based approvals
  • Reporting & Visual Analytics (UR-DEF)
  • Reconciliation & billing traceability
  • Master data, interface objects, scheduler & jobs
Outcome: Get the work done, on time.
🧠 Pillar 08

AI-First & Governance

Embedded agents that do the actual work — inside your rules.

What's inside

  • Orchestrator + skill agents (deal efficiency, market scout, promotion, billing recon)
  • Multi-level AI policy — product · company · role
  • Issue flagging & a managed resolver queue
  • MFA & SSO, role-based access (Menu / Actions & Roles)
  • API access & Integration Hub
  • Every interaction logged · multi-tenant isolation
Outcome: Automation you can actually govern.

Platform foundation — built into everything

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

Governed AI. And usage-based billing, built in.

Two capabilities that set Rebate-IQ apart — automation you can actually govern, and metered billing on the very same platform as your rebates.

🧠 AI, governed

AI that works inside your rules

Not a bolt-on chatbot — automation with guardrails and a full audit trail, so it never outruns your control.

In-app assistant scoped to your data & permissions
Skill agents — anomaly detection, deal analysis, field mapping
Policy controls at product, company & role level
Request & response safety guardrails
A managed review queue for anything flagged
Every interaction logged & auditable
📟 Usage-based billing

Bill for usage, automatically

Price metered usage and turn it into accurate, explainable invoices — no separate billing system.

Meter usage and price it automatically
Smart rate-card hierarchy — most specific price wins
Tiered & incremental / banded pricing methods
One-click run → billed amounts → reconciled invoices
Group & view by agreement, account or period
Drill any total to the account, month & item

Enterprise scale, engineered in

Built for your biggest customers' biggest years.

From one distributor to a global manufacturer — the same platform for rebates and contracts, from millions of rows to billions in throughput.

$B+
Throughput, to the penny
Exact Decimal math — never floating-point — accurate to $10 quadrillion.
Millions
of transactions & rebate lines
Feed benchmarked at 2M+ rows; architected to scale to billions.
<15ms
Rebate calculations
Per-agreement math stays flat as volume grows — indexed & partition-ready.
20k+/s
Transactions ingested
High-throughput ingestion with complete isolation between every customer's data.

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.

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.

🧠

Governed AI & guardrails

AI assistants and skill agents that run inside your policies — with safety guardrails and a full audit trail.

📟

Usage-based billing

Meter usage, price it on a smart rate-card hierarchy, and generate reconciled invoices.

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 — however your systems exchange data — 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 S3SharePointSecure file transfer

… 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 calculation 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
  • Automated 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.

FAQ

Rebates, ship & debit and incentives — answered

What is Rebate-IQ? +

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.

Does Rebate-IQ handle ship & debit and chargebacks? +

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.

Is it really AI-driven? +

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.

Can it manage channel incentives, commissions and trade programs? +

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.

Which ERPs does Rebate-IQ work with? +

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.

Who is Rebate-IQ for? +

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.

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
📄 Download the overview (PDF)

The platform at a glance — request a demo and we'll email it to you too.

Prefer email? [email protected]

🧩

One platform

All rebate & incentive needs

🔍

Total visibility

End-to-end transparency

💹

Maximum value

Optimize cash flow & profitability

🏆

Proven outcomes

Benchmark ROI, audit-ready