Customer and supplier rebate tracking for B2B teams
e-bate is customer rebate management software for commercial and finance teams. Agreements, thresholds, and progress sit in one product. Results from the delivery: 70% less manual rebate effort, 80% better revenue visibility, and 60% fewer rebate errors.
70%
Reduction in manual rebate management effort
80%
Improvement in revenue visibility
60%
Reduction in rebate errors
50%
Faster customer reporting
The problem
B2B rebate deals stack thresholds, targets, and claims. Spreadsheets miss a change, hide who approved it, and make it hard to tell a customer how close they are to the incentive.
ERP and CRM hold invoices and accounts. They rarely hold the rebate calculation, the agreement text, and the customer forecast in one workflow.
- Complex customer rebate agreements lived outside the systems finance already trusted
- Missed claims and overpayments were hard to catch without an audit trail
- Customers could not see deal progress without a manual report
- No calculation engine tied to live agreement rules
- Reporting was not configurable for customer-facing packs
- Contract and signature steps sat outside the rebate record
What we changed
We built e-bate around rebate agreements, a calculation engine, and a customer collaboration portal. Finance keeps an audit trail. Customers see progress, reports, and trade agreements in the same product.
- Customer and supplier rebate workflows with target forecasting
- Real-time analytics, performance tracking, and configurable reports
- Contract and trade agreement management with online signatures
- Data import and connections to Oracle, Microsoft, SAP, Sage, and Salesforce
Finance still approves claims, exceptions, and agreement changes. The product calculates and records. A person still signs what money moves.
What changed in the numbers
70%
Reduction in manual rebate management effort
80%
Improvement in revenue visibility
60%
Reduction in rebate errors
50%
Faster customer reporting
Manual rebate management effort dropped 70%. Revenue visibility improved 80%, with 60% fewer rebate errors.
e-bate
What this means for you
- Rebate software only helps if the calculation can be replayed, not just displayed
- Customers need a portal for progress, or they will keep asking for a spreadsheet
- ERP integration matters after the agreement rules are in the product, not before
- Protect revenue by logging who changed a threshold, not by adding another report pack
Questions people ask
Customer and supplier rebate management: agreements, targets, calculations, audit trails, and a portal so customers can see progress without a spreadsheet.
The platform is set up for Oracle, Microsoft, SAP, Sage, and Salesforce ecosystems, plus data import when a feed is not live yet.
Finance still approves claims, exceptions, and agreement changes. The product calculates and stores the trail. A person still signs what money moves.
Ready for a similar result?
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Talk through a similar workflowHow it works
What we chose to automate
Once agreements and actuals share a calculation trail, later helpers can flag a target slip or a claim exception. The first job is accurate rebate math people can replay.
- Keep rebate rules, actuals, and forecasts on one record
- Give customers a portal instead of a mailed spreadsheet
- Leave room for exception queues once the numbers are trusted
How the pieces fit together
Agreement rules feed a calculation engine. Results land in audit storage and customer-facing reports. ERP and CRM integrations keep invoice and account data from being retyped.
- Calculation engine based on operational rebate processes
- Audit trail for financial data collection
- Collaboration portal and downloadable customer reports
- System configuration that follows how the commercial team already works
When a person still takes over
Finance still approves claims, exceptions, and agreement changes. The product calculates and records. A person still signs what money moves.
- Audit trail on rebate calculations and imports
- Online signatures on contracts and trade agreements
- Configurable reports before a pack goes to a customer
What it connects to
- Oracle
- Microsoft
- SAP
- Sage
- Salesforce
Still running rebates in spreadsheets?
If commercial teams cannot replay a claim or show a customer their target, we can look at putting agreements, calculations, and audit trails in the job they already do, the way we did on e-bate.
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