Recover retailer deductions that shouldn’t have been taken.

Every short payment tied to its invoice, valid promotions accepted, and the rest disputed with proof of delivery attached, before the claim window closes.

Start with a finance review How it works

Invoice 20418 · $50,000Ridgeline Outfitters · paid $47,000

Cash receivedApplied to the invoice$47,000Applied
Promotion allowanceMatches the signed promotion$1,800Accepted
Shortage claimProof of delivery attached$1,200Disputed

A dispute isn’t recovered until the cash arrives

One short payment, sorted: what was authorized, what is disputed, and what was paid.

Sound familiar?

A retailer pays $47,000 on a $50,000 invoice, and the reason sits in three emails.
Valid promotions and invalid shortages get written off together.
By the time anyone finds the proof of delivery, the dispute window has closed.

Every unread remittance ages, and a dispute that misses its window can’t be recovered.

What changes.

TodayWith the engine

Remittance: Read from emails and portals by handReferences and reason codes extracted and linked to invoices
Valid or not: Written off togetherAuthorized promotions accepted, the rest disputed
Evidence: Hunted down claim by claimProof of delivery and terms attached to each dispute
Root cause: The same deduction every monthRecurring reasons traced to sales or logistics

How it works. 5 steps, 4 stages.

AI2
Rules and automation2
Your team1
Approval

1Read
1. AI
  Read the remittance
  Extracts invoice references and reason codes from retailer emails and portals.
  - Outlook
  - NetSuite
2Classify
1. Rules and automation
  Apply the cash and match invoices
  Code matches amounts and invoice identities, and flags duplicate claims.
2. AI
  Compare with terms and delivery
  Checks each deduction against the promotion agreement and the proof of delivery.
3Dispute
1. Your teamApproval
  Accept, dispute or write off
  Sales owns the terms, AR owns the balance and logistics supplies the proof. Write-offs stay with an authorized person.
4Collect
1. Rules and automation
  Track each claim to cash
  A dispute isn’t recovered until cash arrives. Deadlines and status are tracked until then.

Recurring reasons go back to sales and logistics

What you get. Real work, every week.

Dispute pack · invoice 20418Claim window open

Short-paid $3,000: $1,800 is authorized, $1,200 is disputed.

Authorized: $1,800 promotion, matched to the signed agreement
Disputed: $1,200 Merino crew shortage, with signed proof of delivery attached
Owner: AR lead · logistics supplied the proof
Deadline: Retailer claim window closes Dec 18

The evidence pack that goes with the dispute, so nobody hunts for documents in the claim window.

How you’ll know it’s working.

Open deductions, by dollars and age
The baseline by reason and retailer, so recovery is measured against what you’d have collected anyway.
Cash recovered, net of fees and effort
Counted when the cash arrives. An accepted claim isn’t cash yet.
Recurring deductions removed at the source
A deduction that stops coming is worth more than one that’s recovered.

Baselines agreed before we build.

Works with what you have.

Commerce

NetSuite

Payables & receivables

Confido

ERP, CRM & inbox

Outlook

Accounting

QuickBooks

We configure first: Specialist tools such as Confido handle cash application and deduction claims. Retailer coverage varies by account, so we test one on a real backlog before building anything.
We build when: Your retailers, documents or ERP aren’t covered, or recurring causes need work with sales and logistics.

What a first build includes.

Built in your accounts, around your team. Scope, fee and baseline agreed before we start.

1Design
2Build
3Run it, or hand it over

Start with a review Scope this build

We build

Remittance reading and invoice matching
A disposition for every deduction
Dispute packs with proof of delivery and terms
A recurring-reasons report for sales and logistics

We start from

Remittance emails and retailer portal access
Invoices, promotion agreements and proof of delivery
Your open deductions backlog

From your team

Owner: AR lead, with the head of wholesale
Involves: Finance
Sales
Logistics

Questions teams ask.

How much will we recover?

We don’t promise a recovery rate. Many deductions are valid, and what’s recoverable depends on your retailers, terms and evidence. We start by sorting a real backlog into valid, disputable and unknown, and we measure the cash that actually arrives.

Does it work with our retailers’ portals?

Access varies by retailer, and so does what’s possible. We map which portals and documents you can reach before we promise coverage.

Who owns it once it’s running?

You do. It’s built in your accounts, documented, with training for the people who run it. Ownership usually sits with your AR lead, with the head of wholesale. We can keep running it with you, or step back.

How do we start?

Usually with a finance review: two to four weeks, a fixed fee credited to the build, and a plan that’s yours. If the job is already clear, we can scope the build directly.