Distributors, sales, and finance teams on a single source of truth
A secure, multi-entity distributor portal to reduce friction, speed settlements, and protect revenue and distributor relationships
Problem Statement
Communicating trustworthy financial information with distributors — whether claims or pricing – requires more than spreadsheets, images, and emails
Strained Partnerships
Delays in claim approvals, settlements, and pricing communication create distrust, choke distributor working capital, and weaken long-term relationships.
Revenue Leakage
Duplicate claims, fraudulent submissions, pricing mismatches, and inconsistent validations silently erode margins and reduce management visibility.
Risk & Audit Exposure
Claims data scattered across emails, Excel files, and ERPs increases month-end pressure and makes audits slow, manual, and error-prone.
Operational Overload
Multiple distributors, claim types, formats, hierarchies, and evidence sources turn monthly claim reviews into a recurring operational nightmare
Solution Highlights
Manage distributor claims and pricing communication on a single, secure platform - built for scale, control, and auditability.
Secure Distributor Access
Provide each distributor access to an MFA-enabled portal where they view only their claims across periods and initiate new claims via controlled maker–checker workflow.
Configurable Claim Types
Define claim types aligned to your business realities - promotions and schemes, damaged goods, rate differences, logistics excesses - without custom development.
Master and Logic Management
Maintain distributor-level margins, discounts, applicability rules, and claim calculation logic as governed masters — adjustable as contracts and commercial terms evolve
Claims Quality Validation
Automatically validate claims against data and business rules, with clear feedback loops for correction or re-upload – before they reach finance
Evidence Management
Distributors can attach and govern supporting documents directly with claims to reduce settlement delays and create an audit-ready evidence trail.
Alerts & Notifications
Automated alerts and notifications keep distributors, sales, and finance teams aligned on claim status changes or pricing updates at SKU or category levels.
Configurable Workflows
Configure approval, rejection, correction, and resubmission flows across distributors, sales, and finance – without rigid, one-size-fits-all processes.
Settlement Report & ERP integration
Generate settlement-ready reports for distributor communication and integrate seamlessly with ERP systems to support timely financial closure.
Claims & Process Intelligence
Gain complete visibility into claim status across workflow stages, along with distributor-level insights into claim amounts raised, approved, rejected, and pricing variability.