Customer Rebate Challenges

Managing customer rebate programs can be one of the most time-consuming and error-prone processes in pricing and finance.

Spreadsheets, disconnected systems, and manual approvals often lead to inaccurate accruals, missed payments, and disputes that damage customer trust. Without automation and visibility, you’re risking compliance issues, margin leakage, and delayed financial closes—making it difficult to evaluate true program performance or ROI.

Key Capabilities that Matter

  • Automated Accruals & Settlements – Track and calculate rebates in real time with accuracy.
  • Multi-Dimensional Eligibility Rules – Configure rebate programs by product, region, or performance criteria.
  • Performance Dashboards – Monitor rebate utilization, liabilities, and profitability.
  • Audit-Ready Controls – Maintain compliance with full traceability and approval workflows.
  • ERP & CRM Integration – Sync rebate data seamlessly with SAP, Oracle, Salesforce, and other systems.

How IMA360 Helps with Rebate Management

IMA360 simplifies rebate management by automating the full lifecycle—from program design to settlement.

We centralize all rebate agreements and calculations, ensuring consistency, accuracy, and audit readiness. With real-time insights into accruals and performance, your finance and sales teams can forecast liabilities, identify underperforming programs, and prevent overpayments.

Our platform’s modular, cloud-native design integrates easily with existing systems, accelerating adoption and results.

Value Delivered

  • Accuracy & Compliance: Eliminate manual errors and maintain audit-ready records.
  • Faster Financial Close: Automate settlements and reporting to accelerate month-end and quarter-end cycles.
  • Improved Transparency: Provide customers and teams with visibility into earned and pending rebates.
  • Better Collaboration: Align sales, finance, and operations on shared rebate data.

Trusted by leading enterprises to manage complex rebate programs efficiently.

Proven results in reducing manual effort by up to 50% and eliminating revenue leakage.

Deep domain expertise in rebate automation, compliance, and analytics.

Seamless ERP integration ensures real-time accuracy and operational agility.