Live & Operational
🧪 Beta · Pharma Distribution Companies

Revenue Recovery Automation
for Deductions at Scale

Stop losing revenue to unresolved deductions and manual follow-ups. Our AI agents validate ledgers, invoices, PODs, and promotion claims, then auto-create dispute workflows with evidence — end-to-end, at scale.

Built for Consumer brands handling high-volume deductions, with custom workflows for both document-based claim packs and Excel reconciliation rounds.

🧾 Deductions Recovery 📄 Document Workflows 📊 Excel Recon Rounds ⚖️ Dispute Automation
See a Live Demo → View Pricing Contact Us

Easily Integrate with existing ERPs · SAP · NetSuite · Oracle · and more

13+
Specialized Reconciliation Agents
100%
End-to-End Claim Coverage
~80%
Reduction in Manual Review Time
AWS
Bedrock · Step Functions · Lambda

How the Reconciliation Platform Works

Four coordinated AI agents running deduction recovery workflows across document packs and Excel reconciliation cycles in production

🧾

Automated Claim Ingestion

Claims arrive via EDI, email, portal upload, and Excel templates. Agents parse, normalize, and structure every document set and spreadsheet round with no manual data entry.

🔍

Multi-Source Validation

Each deduction is cross-validated against invoices, purchase orders, delivery confirmations, and approved trade programs with configurable validation workflows.

🏷️

AI-Driven Classification

Claims are classified by type — pricing dispute, short-ship, unauthorized deduction, promo claim — and routed to custom resolution workflows automatically.

⚖️

Decision & Resolution

Valid claims are approved. Invalid deductions are flagged with supporting evidence. Ambiguous cases escalate to human reviewers — with full context pre-loaded.

📊

Audit Trails & Reporting

Every validation step, agent decision, and escalation is logged end-to-end. Compliance-ready reports generated automatically for every claim batch.

🔁

Continuous Learning Loop

Human reviewer corrections feed back into agent models. Classification accuracy and validation rules improve over time — the platform gets smarter with your data.

The Reconciliation Agent Fleet

Thirteen specialized AI agents across FMCG customer reconciliation and hospital cashless insurance reconciliation — working together to resolve claims end-to-end.

🧾

Customer & Claims Reconciliation ● OPERATIONAL

Automated reconciliation of customer deductions across invoices, delivery proofs, and promotions — with custom document and Excel workflows to validate, dispute, and recover revenue at scale.

📥 Ingestion
→
🔍 Parallel Validation
→
🖇️ ERP Enrichment
→
🏷️ Classification
→
⚖️ Decision Agent
→
✅ Approve / Reject / Escalate
📥

Ingestion Agent

Parses and normalizes incoming claims from any source — EDI, email, portal upload, or bulk file. Structures every claim for downstream agents with zero manual intervention.

Operational
🧾

Invoice Validation Agent

Matches invoice line items against purchase orders, contracts, and pricing agreements. Surfaces discrepancies with supporting evidence for every line item.

Operational
📦

POD Validation Agent

Validates Proof of Delivery records against shipment data. Confirms receipt, flags short-ships, and cross-references carrier confirmations — no manual lookups.

Operational
🎯

Promotion Validation Agent

Verifies promotional deductions against approved trade programs and customer agreements. Automatically rejects unauthorized deductions with documented reasoning.

Operational
🏷️

Claims Classification Agent

Classifies incoming claims by type, priority, and resolution path — pricing disputes, short-ships, promo deductions, compliance claims — routing each automatically.

Operational
⚖️

Decision Agent

Aggregates signals from all validation agents to produce a final resolution verdict — Approve, Reject, or Escalate — with structured reasoning and documented evidence for every claim.

Operational
🔗

ERP Integrations Agent

Pulls live data from SAP, Oracle, or any ERP — PO details, pricing masters, delivery confirmations — and pushes resolution outcomes back into your system of record automatically.

Operational
💬

Chat Agent

Natural language interface over the reconciliation pipeline. Ask about any claim, dispute status, validation result, or resolution reasoning — and get an instant, context-aware answer.

Operational
🏥

Cashless Insurance Reconciliation ● OPERATIONAL

Cashless claim reconciliation for hospitals — ingesting insurer claim packs, matching invoices to remittance advice, classifying deductions, and driving recovery workflows across the billing team and HMS.

📥 Claim Intake
→
⚖️ Reconciliation
→
🔍 Deduction Intelligence
→
💰 Recovery Opportunity
→
🧠 Decision Agent
📥

Claim Intake Agent

Ingests claim documents from hospital portal, SFTP and email. Validates completeness, de-duplicates and normalises to canonical schema.

✅ Operational
⚖️

Reconciliation Agent

Matches hospital invoices against insurer remittance. Cross-checks ICD codes, procedure codes, admission dates and approved tariff schedules.

● Running
🔍

Deduction Intelligence Agent

Classifies every insurer deduction — short payments, co-pay adjustments, pre-auth denials, TPA deductions — and flags unjustified ones.

⚠️ 32 Flagged
💰

Recovery Opportunity Agent

Scores each disputed claim by recovery probability, drafts counter-dispute letters and prioritises high-value recovery opportunities for the billing team.

💡 Opportunities Found
🧠

Decision Agent

Renders final verdicts per claim line — AUTO-SETTLE, DISPUTE, ESCALATE or WRITE-OFF. Generates audit trail and triggers downstream actions in HMS.

Audit trail enabled

Beyond Claims — More Recon Types on the Same Engine

The same multi-agent reconciliation engine plugs into other money-matching problems finance teams deal with every month. Available today, on request.

🛒

Marketplace Reconciliation

"Did Amazon / Flipkart pay us the right amount for every order?" Matches each marketplace settlement against the order-level MTR, recomputes referral, closing and weight-handling fees, and nets off returns — flagging any payout gap over ₹1 as wrong-fee-rate, uncredited return, missing line, or duplicate deduction.

Available on request
💳

Payment Gateway Reconciliation

"Did Razorpay / PayU / Stripe settle the right amount for every order?" Joins your order report to the gateway's transaction feed, checks the processing fee against the agreed rate, confirms refunds were credited back, and flags orders that never show up in the gateway data.

Available on request
🏦

Bank Books Reconciliation

"Does every bank entry have a matching entry in our books?" Matches on UTR/reference number, verifies amounts to the paisa, catches duplicate postings, and allows a configurable date-tolerance window — surfacing missing entries, mismatches, and timing gaps automatically.

Available on request
🚚

COD Reconciliation

"Did our COD courier remit back everything they collected?" Looks up every AWB from your COD sales report against the courier's remittance file, checks the amount net of RTOs, and validates it landed within SLA — flagging short payments and un-deducted RTOs for dispute.

Available on request
🤝

Vendor Reconciliation

"Does our ERP's vendor ledger agree with the vendor's own statement?" Matches every invoice on the vendor statement against the ERP ledger and back again, netting off credit notes and TDS — flagging invoices to post, payments the vendor hasn't recorded, and unapplied credit notes.

Available on request
🧩

Custom Recon Workflows

"Our reconciliation doesn't fit a standard template — can you still automate it?" Don't see your exact use case above? We configure a bespoke recon agent around your own business rules, source systems, and tolerance thresholds — so any two data sources you need matched, validated, and exception-flagged can run on the same engine.

Built to your rules

Watch the agents resolve claims.
Live platform walkthrough — 30 minutes.

We'll walk through the full reconciliation pipeline with your use case in context — invoice validation, POD matching, promo deductions, and claims classification running end-to-end.

Schedule a Live Demo → Contact Us

The Reconciliation Problem in Consumer Goods

Deduction volumes have outpaced manual teams

Consumer Goods companies process thousands of customer deductions monthly. Finance and trade teams spend weeks on manual lookups, missing disputes and writing off recoverable revenue.

Disconnected systems mean missed recoveries

Invoice data, PODs, promotion agreements, and ERP records live in separate systems. Without automated cross-validation, invalid deductions get approved by default — and revenue leaks silently.

No visibility into claim status or dispute reasoning

Teams can't track where a claim is in the process, why it was approved or rejected, or which claims need urgent escalation. Our agents provide full traceability at every step.

Agentic AI doesn't replace your team — it handles the volume so your team focuses on decisions that matter.

Platform in Action

A look inside the live product — four key views your team will use every day.

CFO Matrix Dashboard screenshot

CFO Matrix Dashboard — CFO-level visibility into blocked cash, disputed and escalated value, recoverable deductions, closure rate, leakage prevented, verdict distribution, and ageing trends.

Configurable Workflows screenshot

Configurable Workflows — Build custom reconciliation workflows for document claim packs and Excel rounds with configurable rules, tolerances, routing, and escalation paths.

Deductions Listing screenshot

Deductions Listing — Sortable, filterable table of every claim line: Claim Ref, Retailer, Deduction Type, Date, Status, Invoice Amt (₹), Invoice Number, and Reason / Remark. Slice by retailer, type, ageing bucket, or amount in one click.

Recon Chat screenshot

Recon Chat — Natural language interface over the full reconciliation pipeline. Ask about any claim, dispute status, validation reasoning, or recovery opportunity — and get an instant, context-aware answer from the AI agent.

Platform Architecture

Built on enterprise-grade AWS infrastructure — secure, scalable, and deployable inside your own environment. The same stack powers both domain solutions, enabling rapid adaptation to new workflows.

S3
Document Storage
→
Lambda
Processing
→
Step Functions
Orchestration
→
Bedrock
AI Models
DynamoDB
Metadata Storage
CloudWatch
Monitoring & Logs

S3 & CloudFront

  • Secure document storage & versioning
  • Encrypted contract repositories
  • Global document distribution
  • Cost-effective at enterprise scale

Lambda Functions

  • Document parsing & extraction
  • Clause identification & analysis
  • Parallel contract processing
  • Integrated audit logging

Step Functions

  • Multi-stage review workflows
  • Error handling & retry logic
  • Human-in-the-loop escalation
  • Complete process visibility

Bedrock Integration

  • Claude 3 for contract analysis
  • Risk scoring & categorization
  • Compliance validation
  • Natural language extraction

DynamoDB

  • Contract metadata storage
  • Fast key-value lookups
  • Audit trail & version history
  • Serverless auto-scaling

CloudWatch

  • Real-time performance monitoring
  • Centralized log aggregation
  • Custom metric dashboards
  • Automated alerting & notifications

Enterprise-Grade Controls

Every agent execution is governed, auditable, and controllable. Your data stays in your environment — your team stays in control at every step.

🔒 Data Sovereignty

All agents execute inside your own AWS environment. End-to-end encryption and strict role-based access ensure no document or decision leaves your security boundary.

🧠 Confidence-Gated Decisions

Each agent produces a confidence score. Low-confidence outputs or high-risk findings are automatically escalated to human reviewers — AI recommends, humans decide when it matters.

📋 Immutable Audit Trail

Every agent action, decision, and escalation is logged immutably. Full traceability for regulatory compliance, legal defensibility, and internal governance.

⚙️ Configurable Risk Thresholds

Define acceptable risk and confidence levels per domain and workflow. Contracts or claims that breach thresholds are immediately routed to the right escalation path.

🔄 Human-in-the-Loop Escalation

Seamless handoff to subject matter experts when agent confidence is below threshold. All human decisions are captured to continuously improve agent performance.

📊 Full Operational Visibility

Real-time dashboards for agent execution, workflow throughput, failure rates, and decision outcomes. Proactive alerting prevents issues before they escalate.

How We Engage

From live demo to production deployment inside your AWS environment — we work with your team at every stage.

🎯
Live Platform Demo
30-minute walkthrough
See the full reconciliation agent fleet live — invoice validation, POD matching, promo deductions, and claims classification running end-to-end with your use case context. No slides.
Book a Demo →
ENTERPRISE
🏢
Custom Deployment
Deployed in your AWS environment
Full platform deployment inside your own AWS account. Agent customization for your claim types, integration with your ERP and DMS, team enablement, and ongoing support.
Get in Touch →
⚡
Pilot on Your Data
Proof of value · 4–6 weeks
Run the reconciliation agents on a subset of your real claims data. Measure accuracy, time savings, and recovery rates — before committing to full deployment.
Start a Pilot →

🔒 All deployments are private & confidential  ·  🏢 AWS-native infrastructure  ·  ⚙️ Customizable to your claim types & workflows

🏢

Deploy in Your AWS Environment

Runs entirely inside your own AWS account. Your claims data never leaves your security boundary. Zero disruption to your ERP or existing ops systems.

🔗

Integrates With Your ERP & Trade Systems

Works alongside SAP, Oracle, or any ERP. Connects to your existing DMS, EDI, and trade promotion management tools. Fits your workflow, not the other way around.

⚙️

Configurable to Your Claim Types

Agents are trained on your specific claim categories, pricing structures, and trade programs. The platform adapts to your business rules — not the other way around.

Deductions Listing + Ops Dashboard

Deductions Listing gives your team a single, filterable view of every claim line with sortable columns for Claim Ref, Retailer, Deduction Type, Date, Status, Invoice Amt (₹), Invoice Number, and Reason/Remark. Teams can quickly slice by retailer, deduction type, status, date range, amount, and ageing bucket to prioritize recovery work.

The Ops Dashboard surfaces CFO-level decision metrics including Blocked Cash, Disputed + Escalated, Recoverable, Partial Approvals, Auto-Approved share of claim lines, Closure Rate of total jobs, Leakage Prevented from rejected deductions, verdict distribution, and ageing of open or pending items by days since decision date.

Ready to stop writing off recoverable revenue?

Watch the agents resolve claims live — or talk to us about deploying the platform in your environment.

Invoice Validation · POD Matching · Promo Reconciliation · Claims Classification

Schedule a Live Demo → Contact Us