How It Works
Step 1: Review
We look at 24 months of your transaction history and show you what’s recoverable before you commit to anything. You get the overall recovery number and visibility to top drivers of leakage and sample orders for your team to review.
No cost, no obligation. We request retailer access and send an NDA to keep our work confidential.
Step 2: Authorize Recovery
Recovery occurs over the course of about 30 days. Throughout that time period we send progress reports so you are never in the dark about the status of the work.
You sign an agreement and we get to work! You receive a detailed transaction list for your approval, along with a breakdown of root cause issues. Some can be corrected on your side of the table, while others may be a retailer issue.
Step 3: Recover
Step 4: Repeat
Our agreement is designed to have a recurring review/recover cadence. As your team tweaks transaction processes our team analyzes and reports on status. Our recommended cadence is quarterly for timely cash flow, but your team decides the frequency. Larger clients prefer monthly work while others prefer an annual cleanup.
Working alongside your AR team
We’re not a replacement for your accounts receivable team. They know your business; what they don’t have is time to chase every $150 shortage claim across thousands of orders, nor the insights to find the money they aren’t being shown. We chase it all and provide help to prevent the future issues before they arise the next quarter. They get focus and a clearer picture. You get more recovered with the team you already have.