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Rebate Management Platform

Every rebate dollar tracked, earned, and paid

automatically, from every contract through final payout
with zero revenue leakage and no missed accruals
across suppliers, channel partners, and direct customers

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

Built around your program

We configure the demo to your rebate structure. No generic walkthrough.

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.

Integrations

For Your Industry
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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.

See 25+ Use Cases

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.

See 25+ Use Cases

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.

See 25+ Use Cases

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.

See 25+ Use Cases

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.

See 25+ Use Cases

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.

See 25+ Use Cases

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 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 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 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.

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"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.

Sales Forecasting

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

Rebate Management Platform

Every rebate dollar tracked, earned, and paid

Built around your program

Trusted by Finance, Sales Operations, and Channel Teams

Know exactly where your rebate revenue stands at all times

Turn scattered data into a live picture

Real-time performance dashboards

Customizable KPI tracking

Predictive analytics

Behavioral segmentation

ROI measurement tools

Trend analysis and visualization

Design B2B rebate programs that motivate partners, not just pay

Launch gamified rebate programs

Volume-based rebates

Growth incentive rebates

Multi-tier rebate structures

Special pricing agreements (SPAs)

Retrospective discounts

Rebate program templates

Close the gap between what is owed and what gets paid

Claims to cleared payments - on autopilot

Automated claim generation

Claim validation and verification

Rebate Fulfillment and Payout

Payment tracking and reconciliation

Accrual management

Audit trail and compliance reporting

Your program rules, running automatically

Run your most complex rebate rules

Flexible rebate calculation

Trigger conditional rebates

Automated approval workflows

Dynamic threshold adjustments

Multi-currency support

Compliance rule enforcement

Fits into your existing stack, not the other way around

Plug directly into the systems you use

ERP system integration

CRM connectivity

Accounting system integration

E-commerce platform integration

EDI support

API for custom integrations

Built for the rebate complexity your industry runs on

Designed the way your industry operates

Manufacturing

Distribution

Retail

Technology and Channel

Energy

Meet Our Team

Rohit Singh

Brent Jackson

SJ Kim

Justin Cappozzo

"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

Sales Forecasting

Customer Segmentation

ROI Analysis

Volume Incentives

Partner Loyalty Programs

Growth Rebates

Claims Validation

Payment Reconciliation

Accrual Management

Multi-tier B2B Rebates

Contract Management

Compliance Tracking

ERP Integration

CRM Sync

POS Connectivity

Performance Tracking

Trend Identification

Churn Prevention

Tiered Pricing

Product Bundle Rebates

Seasonal Promotions