Live & Operational

🧪 Beta · Pharma Distribution Companies

Customer & Claims Reconciliation
Automated by Agentic AI

Stop losing revenue to unresolved claims and manual reconciliation. Our AI agents automatically validate invoices, match PODs, verify promotional deductions, and classify disputes — end-to-end, at scale.

Built for Pharma & Consumer Goods companies dealing with high volumes of customer deductions, short-ship disputes, expiry and promotional claim backlogs.

🧾 Invoice Validation 📦 POD Matching 🎯 Promo Deduction Verification 🏷️ Claims Classification

See a Live Demo → Contact Us

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

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 — each with a specific role in the reconciliation workflow, running end-to-end in production

🧾

Automated Claim Ingestion

Claims arrive via EDI, email, or portal upload. Agents parse, normalize, and structure every claim — no manual data entry, no missed submissions.

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Multi-Source Validation

Each claim is cross-validated against invoices, purchase orders, delivery confirmations, and approved trade programs simultaneously — in parallel.

🏷️

AI-Driven Classification

Claims are classified by type — pricing dispute, short-ship, unauthorized deduction, promo claim — and routed to the right resolution path 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

Eight specialized AI agents — Ingestion, Validation, ERP Integration, Classification, Decision, and a Chat Agent — working together to resolve claims end-to-end.

🧾

Customer & Claims Reconciliation ● OPERATIONAL

Automated reconciliation of customer claims across invoices, delivery proofs, promotional deductions, and disputes — agents working in parallel to validate, classify, and resolve at scale for Consumer Goods companies.

📥 Ingestion

→

🔍 Parallel Validation

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🖇️ ERP Enrichment

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🏷️ Classification

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⚖️ Decision Agent

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✅ 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

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.

Reconciliation Dashboard — Trigger reconciliation workflows, track job progress in real time, and see ingestion status, validation results, agent verdicts, and resolution outcomes across every retailer and claim batch.

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.

Ops Matrix Dashboard — CFO-level decision metrics: Blocked Cash, Disputed + Escalated, Recoverable, Partial Approvals, Auto-Approved rate, Closure Rate, Leakage Prevented, Job Verdict Distribution, and Ageing by days since decision date.

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.

Document Storage

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Lambda

Processing

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Step Functions

Orchestration

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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.

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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.

Customer & Claims Reconciliation Automated by Agentic AI

How the Reconciliation Platform Works

Automated Claim Ingestion

Multi-Source Validation

AI-Driven Classification

Decision & Resolution

Audit Trails & Reporting

Continuous Learning Loop

The Reconciliation Agent Fleet

Customer & Claims Reconciliation ● OPERATIONAL

Ingestion Agent

Invoice Validation Agent

POD Validation Agent

Promotion Validation Agent

Claims Classification Agent

Decision Agent

ERP Integrations Agent

Chat Agent

See the Reconciliation Agents in Action