Rebate management software
Stop managing rebates from disconnected data
Rebate accruals drift the moment an agreement changes mid-quarter. incentX is an incentives and compensation platform that calculates each rebate from live ERP order and invoice data, so the accrual matches what was sold.
Teams switch when a rebate spreadsheet finally lets them down
A spreadsheet formula can be wrong for two quarters before anyone notices. incentX focuses on wholesale distribution, food service, life sciences, and FMCG. Rebates in those industries often run through GPOs and buying groups, so one sale can fall under several agreements.
Rebates and commissions run on one spine
That spine is the ERP transaction, such as an invoice or purchase order, that every program calculates from. One invoice can trigger a GPO rebate, a sales commission, and a trade promotion in parallel. No one re-enters the sale in a separate rebate tool.
No extra cost per rebate program
You pay based on ERP transaction volume. Every user and module is included, so sales, finance, and vendors can all see rebate data. Adding another rebate program doesn’t change the price within your tier.
Growth
Up to 15,000 annual transactions
Is Enterprise right for you?
- Process 240,000+ annual transactions
- Operate across multiple entities or regions
- Need custom SLAs, compliance, or infrastructure
Unlimited users. You pay for transactions, not for seats.
- Sales reps
- Sales managers
- Finance
- Controllers
- AR and deductions
- Operations
- Customer service
- Partners
- Distributors
- Rep agencies
- Auditors
- Executives
- + anyone else who asks
No seat licenses, no viewer tiers, no read-only upsell.
Build rebate programs on real transaction data
Set up sales and purchasing rebates on individual, buying group (GPO), and growth agreements without writing code. You maintain GPO membership and product groups in the same system. incentX checks each ERP transaction against every active agreement.
- Tie rebates to ERP sales and invoice data
- Set rules by customer, product, tier, or period
- Detect overlapping programs on one customer, product, or buying group
Stop reconciling rebate claims by hand
A rebate claim that sits in someone’s inbox for three weeks is a liability nobody can see. incentX automates rebate calculations and claim matching, so finance can watch accrued liability build through the quarter.
- Match claims to real transactions
- Automate accruals, approvals, and payouts
- Catch exceptions before they become leakage
See which rebates are actually working
Track rebate performance against sales, margin, and customer activity, so your team can spot an underperforming program before it renews.
- Monitor rebates by customer, product, or region
- Find leakage and payout spikes sooner
- Give sales and finance one source of truth
Verified reviews from G2 and Capterra
These ratings and quotes come from incentX users who run commissions, rebates, and royalties on transaction data.
Computer Software, Mid-Market company
Marketing and Advertising, Mid-Market company
Professional Training & Coaching company
Rebate programs that read from your ERP and CRM
incentX’s pre-built connectors read invoices, orders, and AP/AR lines directly from supported ERPs. Any other ERP or CRM can connect through the open REST API, with the required fields mapped during implementation. Calculated rebates can post back to the ERP as GL entries or AP/AR records.
Catch rebate leakage before the check clears
Check rebate claims, accruals, and payouts against live ERP data.
FAQs
Answers to common questions about rebate management software, including how incentX connects to your ERP and how pricing works.
What is rebate management software?
Rebate management software calculates the rebates a company owes or earns under its agreements and manages the claims and payouts that follow. incentX handles sales and purchasing rebates as part of a wider incentives and compensation platform. It reads invoices and orders from your ERP, so every accrual traces to a real transaction.
How does rebate management software work?
Rebate management software stores the terms of each agreement and compares qualifying sales or purchases with them to work out what is due. incentX runs each ERP transaction through all active programs at once. When two programs cover the same product, customer, or buying group, it applies the right priorities and exclusions automatically.
How does incentX get rebate data from our ERP?
incentX connects to Oracle, SAP, Microsoft, and Sage through pre-built, bidirectional connectors that read transaction data directly, without middleware. Most are running within a day of IT sharing credentials. Systems without a connector can send data by REST API, flat file, or SFTP. Data is encrypted in transit and at rest, and incentX is SOC 2 Type II certified.
Can incentX help reduce rebate leakage?
Yes. Each rebate in incentX comes from the ERP transaction behind it, and claims are matched against those same transactions, so overpayments and missed accruals show up before the period closes. Payouts can require multi-level approval, and field-level audit logs record who changed what.
How is incentX priced for rebate management?
Pricing is based on the number of ERP transactions incentX processes. There are no per-seat or per-module fees and no charge for adding program types. All modules, including rebates and commissions, are available from day one. When your volume moves you into a higher tier, the price per transaction falls.
What are alternatives to incentX for rebate management?
Companies often compare incentX with rebate management tools such as Enable, Vistex, Salesforce Rebate Management, and Vendavo. incentX runs rebates on the same platform as commissions, royalties, billbacks, chargebacks, and trade promotions. Each program is calculated from the same ERP transaction, which gives finance one audit trail across all of them.
What counts as a transaction?
A transaction is any record sourced directly from your ERP, such as a sales order, invoice, credit memo, purchase order, or AP invoice. Your pricing tier is based on how many of these incentX processes. A customer record on its own is not a transaction and does not count toward volume.
What is backfill data?
Backfill is historical data from before your incentX subscription started, usually brought in for growth-incentive or rebate calculations that need a prior-period comparison. It’s imported as statistical values rather than full transaction detail, and it doesn’t count against your transaction volume. Your subscription starts on the date you begin using incentX, however far back the backfilled data goes.