Clients across manufacturing, pharma, and SaaS
Industry specializations

Channel revenue, by vertical.

Purpose-built reconciliation for the three industries where distributor complexity — and the margin leaking through manual claims — is highest.

Ship & Debit
Semiconductor & Electronics

Fabless semi, power electronics, and component manufacturers with multi-tier distribution and Ship & Debit programs running across hundreds of SKUs.

Ship & Debit claim reconciliation Design Registration lifecycle Three-way match: Claim ↔ DR ↔ POS
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340B · Compliance
Pharma & Life Sciences

Pharmaceutical manufacturers navigating chargeback reconciliation, 340B program compliance, GPO contract management, and Medicaid rebate accruals at distributor level.

Chargeback reconciliation & validation 340B covered-entity eligibility checks DEA license & class-of-trade controls
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Quote-to-Cash
SaaS & Subscription

Full Quote-to-Cash for SaaS and subscription businesses — CPQ, contracts, billing, ASC 606 rev rec, and partner channel programs. Technology-agnostic: we implement on your existing stack or build the right one for the job.

Subscription renewal & expansion events ASC 606 / IFRS 15 standalone selling price allocation Partner channel & MDF (Marketing Development Funds) management
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Revenue operations

Quote to cash, fully connected.

Beyond channel reconciliation, we implement and integrate the full revenue stack — CPQ, ERP, and partner portals — across whatever platform you run.

Revenue Cloud · CPQ
CPQ & Revenue Cloud

Configure, Price, Quote to invoicing. We implement Revenue Cloud and leading CPQ platforms — turning your quoting process into a closed-loop revenue engine with accurate billing and rev rec.

Salesforce Revenue Cloud implementation CPQ rules, pricing waterfall & approvals Billing automation & ASC 606 rev rec
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CRM · ERP · Billing
ERP & System Integration

Salesforce to NetSuite, SAP, Dynamics, or Sage — bidirectional, real-time, and reliable. We close the gap between your CRM and back-office so finance always has the right numbers.

Salesforce ↔ ERP bidirectional sync Revenue recognition & billing automation Real-time data flow, exception management
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Experience Cloud · PRM
PRM & Partner Portals

Partner portals that actually drive pipeline. Deal registration, MDF management, tiered incentive programs, and training — built on Salesforce Experience Cloud, operational on day one.

Salesforce Experience Cloud & PRM build Deal registration & MDF automation Partner tiers, incentives & training
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Every distributor channel has the same leak.

No matter the industry — when you sell through distributors, claim reconciliation lives in spreadsheets, disputes take weeks, and revenue hits your books wrong. Our channel practice designs and deploys the reconciliation layer inside your own infrastructure — no SaaS vendor, no per-seat fees, no black box between you and your data.

5–15%
of channel revenue leaked through manual claim errors and undisputed overbilling
3–4 wks
Phase 1: one distributor, one business unit, running alongside your existing process for one quarter
$0
Recurring license fees — the technology we build lives in your infrastructure, owned and controlled by you
Channel reconciliation — how it works

The layer between your CRM and ERP

Our channel practice designs, builds, and operates the reconciliation layer between your distributor data and your back office. It doesn't replace your CRM or ERP — it connects them. Your team runs it. You own it.

01

Ingest

We pull POS files, claim submissions, and distributor inventory reports via SFTP, API, or EDI. Normalize to a canonical data model purpose-built for channel revenue.

02

Reconcile

Three-way match every claim against your price agreement, distributor POS, and inventory position. Flag exceptions before they reach AP.

03

Approve

Route exceptions to the right owner. Approval workflows with segregation of duties enforced and a full audit trail. Period lockdown prevents retroactive edits.

04

Post

We generate GAAP-compliant journal entries and push to your ERP. Close faster, audit easier. Every entry traceable back to the originating claim.

Ready to stop the leak?

Book a 30-minute call. We'll map your channel process, show you where the money goes, and tell you exactly what a Phase 1 engagement looks like.

Book a 30-min call → Email us