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REBATE AUDIT
Most Manufacturers are Losing 3-5% of Rebate Margin. Most Don't Know Where.

Most manufacturers lose 3–5% of rebate margin to distributor claim errors, and see no clear signal that anything is wrong. A targeted audit of your distributor claims shows you exactly where that leakage is, typically within 6 to 8 weeks, at no upfront cost.

The patterns are predictable. The leakage is recoverable. An audit is how you find out what's in your data. 

See What's In Your Data

Nothing Looks Broken. That's the Problem.

Totals reconcile. Accruals roll up. But at the claim level — where eligibility, pricing, and contract logic intersect — the story is different. That gap is where margin erodes, and where most reporting never looks. 

  • Claims that reconcile at the summary level but can't be validated at the transaction level
  • Eligibility rules written into contracts but not consistently enforced against what distributors submit
  • Contract drift, pricing mismatches, and data fragmentation across systems
I Spent Two Decades on Your Side of the Table
A NOTE FROM OUR REBATES PRACTICE LEADER

I spent over 20 years on the distribution and manufacturing side of this business, in the same operational and commercial roles as the leaders I work with today.

What I've come to understand is that the gap between what the reports show and what's actually happening at the claim level rarely comes from bad process or bad people. It comes from complexity. Modern rebate programs have simply outpaced the visibility most organizations have into them.

If you suspect margin is slipping through your rebate programs, I'd welcome the chance to walk you through what our audit process typically uncovers.

— Greg Colizzi, VP Client Solutions, ProfitOptics

Greg Colizzi, VP Client Solutions, ProfitOptics
CASE STUDY
$500M Manufacturer. Millions at Risk. Found in Weeks.

A $500M medical supplies manufacturer suspected issues in its chargeback process, but couldn't isolate where or why. With thousands of agreements and distributor claims, manual validation had become nearly impossible.

ProfitOptics conducted a targeted rebate audit using its SmartMatch™ technology: aligning contract, pricing, customer, and transaction data into a single defensible view.

Within weeks, the audit surfaced customers not on GPO rosters, expired contracts still being applied, and incorrect distributor pricing. The result: over $1M in invalid chargebacks identified, with a clear path to preventing recurrence.

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~ 0 %
error rate
in submissions
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$ 0 M+
uncovered
in invalid claims
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0 X
ROI
from audit
THE AUDIT PROCESS
A Straightforward Process. A Clear Picture of Where You Stand.

We know this lands on top of an already full plate. We've designed the process to be a light lift on your end from start to finish.

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Step 1
A 30-Minute Conversation
We learn about your rebate programs, distributors, and where you suspect exposure may exist.
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Step 2
Define the Scope Together
We identify a focused set of claims, contracts, and distributors to review. No need to boil the ocean.
We'll Share Exactly What to Send
Step 3
We'll Share Exactly What to Send
We send you a short list of what we need. You share the files. We take it from there.
We Go to Work
Step 4
We Go to Work
Our team validates claims at the transaction level using SmartMatch™, aligning contract, pricing, customer, and eligibility data into a single defensible view.
Clear, Actionable Findings
Step 5
Clear, Actionable Findings
In about 6-8 weeks, you receive audit-ready results showing exactly where claims are valid and where they are not, with real dollars attached.
See What Your Rebates Are Actually Costing You

Our rebate audit validates claims at the transaction level: aligning contract, pricing, and customer data to surface overpayments, discrepancies, and margin leakage that traditional reporting misses. Delivered in 6–8 weeks. 

No cost. No obligation. Just answers. 

Schedule your audit today.