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Trade spend and co‑op claim automation
01
Tracks agreed activities and budgets by customer/brand/period
02
Ingests retailer claims/invoices and supporting files
03
Matches claim to planned activity and mechanics
04
Validates proof where required
05
Proposes approve/reject/correct (with explanation)
06
Writes back to TPM/ERP and logs the decision trail
Definition of done ✓
Claim approved/rejected/corrected with rationale
Posted correctly
Audit trail stored
Leakage prevented:
~€0.4M in 6 weeks (overclaims + wrong mechanics)
Claim cycle time:
18 days → 6 days (3× faster)
Team time saved:
~20–30 hours/week across shared services + KAM support
Claim register: approved / rejected / corrected (with reasons)
Spend vs budget view (by customer/brand)
Leakage prevented estimate + processing time saved
Evidence links (per claim)
Rollout requirements
TPM/TPO access + claim inbox/portal access + agreement templates
Approval policy (what needs human sign‑off)
Live in ~2 weeks for one key account


