Customer references

Invoice Insaights in action.

Discover how our customers are already creating transparency in their indirect sales, automating rebate processes and making data‑driven decisions today.

Sanitary installers

Rebates at the Push of a Button.

A sanitary products manufacturer with around 15,000 products sells exclusively through wholesalers and works with individual partner agreements and target systems for installers. Invoice Insights creates transparency and enables automation for the first time.

Challenge

Rebates based on partner agreements with top installers relied on non‑transparent, manually submitted sales reports via email, fax or even paper documents. Insights into actual product flows beyond the wholesale level were missing entirely. Rebates were paid out with delays and were difficult to control.

Solution

Invoice Insaights integrates with leading industry software and automatically matches millions of invoice line items from e‑invoices with the manufacturer’s product catalog. A self‑learning system using matching tables and AI‑supported product recognition continuously improves accuracy and enables rule‑based, automated rebate calculations.

Result

From day one, more than 85% of individual products were correctly identified and over 95% of invoice line items were assigned to the correct product groups. Installers can track their progress and rebates in real time throughout the year. The manufacturer can now define and actively manage individual, data‑driven targets for each installer.

„With Coloyal, we accurately process hundreds of thousands of digital invoice line items, match them against our catalog and calculate rebates live.”

„Invoice Insaights took our points program to a new level right out of the gate. Our customers see their points credited to their account much faster than before."

Timber / Roofing

From Invoice Photo to Bonus Point.

A manufacturer of premium roofing products operates a bonus program for roofers based on product purchases. Invoice Insights automates the entire validation and booking process, from invoice image to crediting bonus points in near real time.

Challenge

The manufacturer runs a sophisticated bonus program for roofers, who submit proof of purchases via invoice images or PDFs. Tens of thousands of uploads per year were previously reviewed manually by an internal team and then converted into bonus points. The process was time‑consuming, error‑prone and difficult to scale.

Solution

Invoice Insaights fully automates the validation and processing workflow. As soon as a roofer uploads an invoice, AI reads the data, verifies the document and reliably matches recognized products with the manufacturer’s catalog. Bonus points are credited within seconds, while the service team only intervenes in exceptional cases.

Result

The solution replaces the majority of manual work and reduces processing time by around 92%. What previously took minutes now happens almost in real time. Roofers can instantly see how their invoices are converted into bonus points, while the manufacturer gains highly granular consumption data at SKU level for CRM and sales.

Ready for a demo?

in just 30 minutes.
See how we process your invoices

Free of charge. No obligation.
Using your own data.