ChallengeSolutionResultsWhat our client said

The Challenge

Chargeback and rebate programs are meant to help manufacturers grow market share. But the complexity of these programs—spread across multiple systems, customer lists, and contract terms—often leads to costly errors.

They needed proof. Fast.

The Solution

ProfitOptics conducted a targeted chargeback audit using our proprietary SmartMatch™ technology.

Over four weeks, we:

Normalized and reconciled data across GPO rosters, item price files, and contracts
Identified invalid rebates, expired contract claims, and unit-of-measure conversion errors
Created a confidence-scored audit scorecard with record counts and financial impact

The Results

$1.9M

In invalid chargebacks identified

~15%

Of claims found to be erroneous

4–6 week

ERP, spreadsheet-based reconciliation

4–6 week

ERP, spreadsheet-based reconciliation

The results gave our client the clarity and documentation needed to dispute invalid claims and reduce future overpayments.

What the Client Said

"ProfitOptics gave us data we could trust and margin we thought we’d lost for good."
VP, Pricing & Profitability

Why It Worked

Proprietary SmartMatch™ automation reduced time and manual effort
Built-for-manufacturing logic ensured accurate contract validation
No disruption to the client’s current ERP or rebate workflows

SmartMatch™ Audit Process

Let’s uncover your margin

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