Rebate Management Platform

Every rebate dollar tracked, earned, and paid

Pricing tied to your program results, not seat counts or hours.

100% Results

Trusted by Finance, Sales Operations, and Channel Teams

Stop using spreadsheets. Get 400%+ ROI and up to 70% savings versus traditional seat-based or project-based platforms.
Amazon
AMN Healthcare
Constant Contact
Netflix
NCR
Berkley
Hiscox
Direct Energy
Just Energy
NRG
Jackson Hewitt
RE/MAX
Canalta Hotels
Wyndham Hotels
Supreme Golf
HASA
Aruba
Dr. Hauschka
Pure Life
frank body
UMass
American Eagle
LexisNexis
Filthy Food
Turn scattered data into a live picture

Find every metric that matters - supplier/vendor activity, payout progress, redemption rates - in one live view. Filter by region, product, or channel. Set anomaly alerts so your team catches issues before the period closes, not after.

Track rebates payout velocity, supplier response time, rebate redemption rate, and any KPI your program requires. Our rebates tracking app configures separate views for finance, sales, and operations. This helps your team see what's relevant to their work, without the noise.

Forecast rebate accruals and redemption rates before the period closes. Model different rebate incentive structures and project their financial outcomes. Projections are built from your actual transaction history.

Segment your customers by purchase history, rebate claim frequency, and engagement pattern. You can design rebate offers for each segment - high-volume buyers, occasional customers, and partners about to unlock the next tier. With advanced targeting, you waste fewer incentive dollars.

Track the financial impact at the SKU, customer, and program levels. Compare expected and actual returns to optimize your rebate program structure and align rebate spending directly to revenue growth and margin targets.

Identify if there are any seasonality, regional shifts, and category opportunities from your claim and redemption data. Share visual reports with stakeholders to make program changes before the next cycle.
Launch gamified rebate programs

Reward partners for purchasing at higher volumes. Calculate thresholds and apply automatically as milestones are met. Participants see their progress in real time, which drives the next purchase decision.

With escalating rebate tiers, you can set year-over-year or quarter-over-quarter growth targets. This motivates your partners to earn more as they exceed their baseline.

Build programs with multiple performance tiers based on volume, product mix, or time. Your partners see exactly where they stand and what the next tier is worth. This creates a pull effect that keeps them engaged throughout the program period.

Manage negotiated contract pricing centrally for specific customers or partners. Automatically run approvals, compliance checks, and renewals. Stay in control of the margin without having to manage each agreement manually.

Apply rebates based on total purchase behavior after the qualifying period ends. Our software rewards loyalty, enabling you to manage strategic accounts and build partner relationships.

Launch new programs quickly using existing templates. Clone high-performing programs, make minor changes to the terms, and go live. The program can be standardized across business units while allowing region-level customization.
Claims to cleared payments - on autopilot

Claims are generated automatically from your transaction data using your program rules. No manual entry, no missed qualifications, no end-of-period scramble. Batch processing handles large-scale submissions without slowing the cycle.

Each claim is validated before payout. Our system identifies duplicates and eligibility failures, so your finance team does not have to review individual claims.

Automate the entire fulfillment and payout cycle, from final approval and credit memo generation through flexible payment methods. We automate reconciliation and seamless posting into your ERP and accounting systems. You can deliver audit-ready settlements to partners without manual work.

Track every rebate payout from approval to settlement in real time. Payouts match automatically against claims and financial records. ERP and accounting integration keep your general ledger current without manual reconciliation work.

Track outstanding rebate liabilities at all times, not just at quarter-end. Forecast accruals against revenue recognition timelines so that your finance team can close the period with accurate numbers.

Every transaction, approval, and modification is logged with a complete timestamp and user record. Generate standardized or custom compliance reports for internal audits or regulatory requirements. You are always audit-ready.
Run your most complex rebate rules

Configure complex formulas by volume, revenue, region, product category, or partner type. Our rebate marketing solution supports flat-rate, tiered, and percentage-based models and adapts to different agreement structures across your trading partner base.

Set the conditions - minimum spend, region, or sales milestone. Rebates get activated only when they're met. Anything outside those parameters will not be processed. With advanced rebate management, you decide what pays out and what doesn't.

Route payout requests for automatic sign-off by finance, legal, or regional teams. No manual handoffs. Every approval is logged for audit purposes. Program execution moves faster without bypassing your governance requirements.

Our software updates incentive tiers in real time as buying volumes or your business goals change. Partners unlock higher tiers by exceeding personalized targets you set for them.

Currency differences across countries can quietly distort your reporting. Our platform converts using live exchange rates, so the numbers stay clean whether your partners are in Chicago, Frankfurt, or Singapore.

Embed your internal policy rules and regulatory requirements directly into rebate workflows. Unauthorized discounts are blocked before they are processed. Compliance checks run automatically, so your legal and finance teams do not have to manually chase exceptions.
Plug directly into the systems you use

Connect with SAP, NetSuite, Oracle, and Microsoft Dynamics. Product, pricing, and transaction data sync automatically for real-time accrual calculations. Your finance team works from live ERP data - no manual entry, no end-of-month reconciliation sprint.

Integrate with popular CRMs, such as HubSpot, Salesforce, Zoho, Pipedrive, and MS Dynamics. Sales reps see each customer's rebate status and history directly in their CRM. Personalize rebate offers based on account behavior and pipeline stage.

Our cloud-based rebate solution syncs with NetSuite, Xero, QuickBooks, Sage Intacct, and more. Rebate payouts, credit memos, and journal entries post automatically. Audit-ready records are maintained continuously, so your accounting team is always ready for the close period.

Easily connect with Magento, Shopify, BigCommerce, WooCommerce, and more. Rebates are applied at checkout or after purchase, eligibility is checked instantly, and every transaction flows straight into your rebate calculations.

Exchange claims, approvals, and remittance data with distributors and suppliers via X12 and EDIFACT formats, through SPS Commerce, TrueCommerce, and IBM Sterling. High-volume trading environments run with fewer manual touchpoints.

Our RESTful API supports event-driven workflows, two-way data sync, and custom integrations with proprietary systems, legacy ERPs, or vertical-specific platforms. Full documentation and developer support included - no implementation bottlenecks.
Screenshot of rebate analytics dashboard with real-time data visualizations
Designed the way your industry operates

Rebate programs only drive distributor behavior if terms are clear, progress is visible, and payments arrive on time. We automate accrual tracking, validate claims against your agreement terms, and give distributors real-time tier visibility so your rebates program drives the purchasing decisions it was designed to influence.

Most distributors run rebate calculations in spreadsheets because their core systems can't handle the complexity. Our system automates calculations as transactions post, catches errors before they reach the payout stage, and keeps both sides reconciled in real time - whether you're the distributor tracking vendor rebate earnings or the supplier managing payouts to your distribution network.

Retail rebate programs attract duplicate claims, manipulated receipts, and false submissions. Manual review can't catch them at scale. We automatically validate every claim against your eligibility rules, flag suspicious submissions before they're paid, and provide your team with a clean audit trail across all channels and platforms.

Technology channel programs run multiple incentive types simultaneously - volume rebates, SPAs, MDF, and certification rewards - each with different rules and qualifying conditions. Your partners are managing programs from multiple vendors and will prioritize whoever makes it easiest to earn. We give partners real-time visibility into their tier progress and automate the claims process so your program is the one they act on.

Customer rebate programs in energy run under strict regulatory oversight - every claim, approval, and payment needs to be defensible. We automate eligibility validation against your program rules, process high-volume claim batches accurately, and maintain a timestamped audit trail that satisfies compliance reviews without your team having to build it manually.

Meet Our Team

We own delivery end-to-end. Our practice leaders configure your platform, manage your integrations, and stay accountable to the revenue milestones we agree on together.

Rohit Singh - Director of Rebate Strategy
Rohit Singh

Director of Rebate Strategy

Rohit has 15 years of experience designing and optimizing supplier and customer rebate programs across the distribution, manufacturing, and energy sectors. He will work directly with your team to design agreements that drive partner sales, not just compliance.

Brent Jackson - Compliance Manager
Brent Jackson

Compliance Manager

Brent has spent 20 years in compliance and regulatory work across complex B2B programs. He builds your audit trails, approval workflows, and reporting structures to satisfy both your internal controls and any external requirements.

SJ Kim - Communications Lead
SJ Kim

Communications Lead

SJ leads partner and customer communications strategy. He ensures rebate participants know what they have earned and what they are working toward because timely communication is one of the most direct drivers of improvements in redemption rates.

Justin Cappozzo

Customer Service Manager

Justin owns the participant experience from onboarding through ongoing engagement. He helps ensure the rebate programs run smoothly on the ground and ensures that people earning rebates have a reason to keep coming back.

Client Testimonial
Quote

"NextBee has been tremendous in putting in place all the variables for us to be successful!”

Mary Veloske Vice President

25+ Ways Teams Use Our Platform

Select the use cases that match your program. We will build the demo around them.

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Sales Forecasting

Analyze historical rebate data to accurately project future sales performance trends.

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Customer Segmentation

Group customers by behavior and engagement to deliver targeted rebate offers effectively.

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ROI Analysis

Measure the exact financial return of rebate programs at the customer SKU and program levels.

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Volume Incentives

Increase bulk purchases with automatic threshold tracking and real-time visibility into progress.

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Partner Loyalty Programs

Build tiered rebate structures that reward partners for driving sales and recommending you to new customers.

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Growth Rebates

Reward YoY buying growth by creating incentive-tier structures that keep increasing.

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Claims Validation

Automatically catch eligibility failures, duplicates, and missing data before payout processing.

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Payment Reconciliation

Match rebate payouts to claims and general ledger accounts completely automatically.

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Accrual Management

Forecast and continuously track rebate liabilities for precise financial period closing.

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Multi-tier B2B Rebates

Configure complex rebate ladders with multiple qualification levels and partner types.

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Contract Management

Create and track version rebate agreements with fully automated renewal workflows.

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Compliance Tracking

Enforce program rules and instantly flag violations before any payout occurs.

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ERP Integration

Sync rebate data with SAP, NetSuite, Oracle, and Dynamics in real time.

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CRM Sync

Provide sales reps with live rebate status and history inside their CRM.

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POS Connectivity

Pull point-of-sale transaction data directly into rebate calculations and claims processing.

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Performance Tracking

Monitor the performance of your rebate program across all channels, regions, and partner performance tiers.

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Trend Identification

Spot rebate redemption patterns and buying shifts before the next program period begins.

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Churn Prevention

Identify at-risk partners early and trigger targeted rebate offers to retain them.

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Tiered Pricing

Set multi-level pricing structures based on customer segment and volume commitments.

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Product Bundle Rebates

Combine rebate offers with specific product combinations. Increase basket size and order volumes.

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Seasonal Promotions

Launch rebate campaigns that expire after a time to perfectly suit your seasonal demand cycles.

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Audit Trails

Our system maintains a complete timestamped record of every rebate transaction and approval step.

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Dispute Handling

Resolve discrepancies in claims through a documented workflow to ensure both parties remain protected.

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Compliance Reporting

Generate fully audit-ready reports for internal controls and external requirements instantly.

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Approval Workflows

Route rebate payouts through finance, legal, or regional teams to sign off automatically.

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Currency Conversion

Calculate and pay rebates in multiple currencies using live exchange rates.

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Threshold Adjustments

Update qualification thresholds in real time as volumes or conditions change.

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Accounting Alignment

Post rebate payouts and accruals to the accounting system without manual journal entries.

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Data Import Export

Move rebate data between systems with structured formats and built-in validation tools.

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API Integration

Connect to proprietary legacy or vertical-specific systems using powerful REST API.

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Frequently Asked Questions

Our platform gives you complete visibility into claim accrual and rebate processing. Your sales teams get live data on the performance of rebates tied to their accounts. Both teams see the same numbers, which is why there are no reconciliation delays or discrepancies during closing.

We connect with all major ERPs, such as SAP, NetSuite, Oracle, and Microsoft Dynamics. Sync with Salesforce, HubSpot, Zoho, Pipedrive, Microsoft Dynamics, and more. The opportunities for integration are nearly endless.

Every claim is validated against your program rules before it reaches payout. We catch duplicates, check eligibility, and identify anomalies. Every transaction, approval, and modification is logged with a full timestamp and user record. If auditors ask, the answer is already documented.

Most programs go live in 4 to 6 weeks. Our practice team handles program configuration, ERP and CRM integration, workflow setup, and team training. You stay in control of the program. We handle the complexity of getting it up and running.

Partners see their tier progress and payout gap in real time - not just when they submit a claim. We keep them informed throughout the program with targeted communications so they're always working toward the next milestone, not just waiting for the period to end.

Yes. As your transaction volume grows, your partner base expands, or your program rules change, the platform keeps pace. There is no re-implementation, no restructuring, and no starting over. Our pricing scales with your program outcomes, not your seat count or headcount.

Two things. Our pricing is tied to your program results. You are not paying for seat licenses or implementation hours. And we bring engagement mechanics from our loyalty platform into the rebate experience, so your partners are motivated to grow toward the next tier, not just track their current one.

Calculation logic, approval workflows, branded participant experiences, and role-based dashboards are all configurable to your specifications. Our practice team handles the setup so your team does not need a developer to make program changes.

When a claim comes in, it runs against your program rules, moves through your approval workflow, and settles through your connected ERP or accounting system, without your team touching it. They step in for exceptions. Everything else closes on its own.

Your dedicated practice team stays involved after launch for issue resolution and even ongoing program optimization. We review performance against the milestones we set together and work with you to improve them.