SmartRebates

Manage Your Rebates with Confidence.

SmartRebates automates complex rebate calculations from planning through settlement, maximizing recovery, avoiding overpayments, and protecting pocket margin on every program. Natively integrated with SmartPricing and CPQ, it closes the loop between list price, off-invoice incentives, and realized margin.

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Plan rebate programs That drive results

Design Flexible Program Structures

Configure volume rebates, billback programs, growth rebates, price supports, lump-sum funds and ship-and-debit programs for suppliers/customers. Set rates by customer, segment, product category, or down to individual SKU, with precise control over program scope.

Define Program Parameters With Granularity

Create tiered structures, set qualification thresholds, and establish exclusions for specific locations, categories, or products. SmartRebates handles the complexity while you focus on program strategy.

Model Program Impact Before Launch

Test tier adjustments, rate changes, and qualification rules against your current customer base. Project total rebate impact and understand customer movement across tiers before committing to program changes.

Submit programs through governed workflows

Route new programs and significant changes through predefined approval thresholds. Automated notifications keep the process moving without bottlenecks.

Forecast

Forecast Rebate Commitments With Confidence

Build defendable forecasts that give finance visibility into future program costs and budget requirements.

  • Generate Accurate Rebate Forecasts
    Leverage historical patterns and predictive models to build rebate projections that stand up to scrutiny from finance and auditors.
  • Report on Tier Achievement Opportunity

    Track Customer tier opportunities for tiered, stepped and min volume rebates to communicate opportunities effectively and drive desired growth.
  • Get Approval for Forecast Variances

    Route rebate modifications and projection adjustments through approval channels when forecasted liability exceeds plans.
Forecast
Rebate Calculations

Calculate Rebates Accurately and Automatically

Eliminate manual reconciliation while maintaining complete transparency into every rebate calculation and accrual.

  • Real-Time Accrual Tracking

    Every qualifying transaction updates rebate accruals automatically across all active programs.
  • Advanced Matching Engine

    Match customer transactions, sell-through invoices and claims to rebate programs daily, weekly, or monthly
  • Automated Claims
    Reconciliation
Match incoming claims and deductions to eligible programs automatically, flag discrepancies, and reduce disputes
Rebate Calculations
Reporting

Report on Program Effectiveness

Identify programs that truly drive incremental volume and profit, and retire or redesign those that simply give money away.

  • Comprehensive Performance Analytics

    Track paid and projected rebates against growth metrics across customers and programs.
  • Shared Visibility for Partners

    Provide customers and distributors with a clear view of earned rebates, pending settlements, and claim status to reduce disputes and build trust.
  • Program Effectiveness Insights

    Surface underperforming programs and opportunities where small adjustments could drive incremental revenue.
Reporting
TESTIMONIALS

Trusted by the leading   teams across the globe

“Vistaar drives our industry-leading rebate management process and will provide us a 10-year competitive edge in the industry”

Vice President
Commercial Finance, Large Consumer Goods Company
~500+
Users and ~300+ distributors
4%
Savings on total rebates, 75% savings on man-hours
Insights

Generate settlements seamlessly

Automate settlement processing from calculation through payment to eliminate manual work and accelerate close.

Automated Settlement Processing

Generate settlement PDFs in multiple currencies and create credit memos and outbound payment data automatically.

Streamline Month-End Close

Identify under/over-payments and disputed claims quickly, with full transaction-level traceability.

Maintain Complete Audit Trail

Document every program term, transaction, calculation, claim approval and rejection reason codes for full transparency.

Governance that protects your business

Notification card showing an action needed with a margin impact of minus $12,450.72, rebate limit exceeded exception, assigned to Eugene Flynn from Torque Forge Technologies, with options to approve exception or deny.

Automated Approval Workflows

Define thresholds that trigger manual review. Route exceptions automatically with full context and reason codes for why it's flagged, what the financial impact is, and who is responsible.

Form to configure rebate program for distributor Omivex Logistics with program type Volume Rebate and proposed rebate of 18%, showing a warning for 3% over allowed rebate limit with options to select reason, apply, or cancel.

Program Guardrails

Set price markup thresholds and margin protections by customer tier, product category, or program type. SmartRebates enforces limits while allowing documented exceptions when selling conditions require flexibility.

Billback Programs for Q3 2026 showing four companies with payout statuses: Nexus Distribution Company Ltd. on track with $284,500 of $310,000; Crestline Wholesale Ltd. settled with $61,400 of $75,000; Allied Industrial Trade Partners closed with $152,800 of $154,090; and Meridian Supply Group NY with unusual payout hike and $107,200 of $86,650.

Budget Protection

Prevent program changes that would increase liability beyond approved budgets. Highlight programs with unusual payout trends. When exceptions are needed, route through proper approval channels with full impact analysis.

Abstract vertical lines with gradient colors transitioning from dark blue on the left to bright red on the right.

Built on the Vistaar Platform

SmartRebates runs on Vistaar's enterprise platform, designed to handle rebate complexity at global scale while integrating seamlessly with your existing systems.

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Flexible Configuration

Support for diverse rebate types on both the payables and receivables side: volume, growth, price support, ship-and-debit, lump sums, market development funds and more. Configure accrual logic and settlement workflows to match your business processes.

Seamless Integration

Connect to your ERP for transaction data, accounts payable for settlements, and financial systems for accrual tracking through open APIs. Connect SmartRebates with Vistaar pricing and SmartCPQ to ensure rebates and SPAs are reflected directly in deal guidance, quote approval, and net margin analytics.

Salesforce and SAP Apps for an End-to-End Experience

For companies using Salesforce and SAP, SmartRebate offers powerful bolt-on offerings that offer a unified experience for sales, pricing and finance teams.

Resources

Learn More About Vistaar and the Work We Do

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How a Global Cannabis Producer conquered pricing challenges with Vistaar
Vistaar
Vistaar
Case study

How a Global Cannabis Producer conquered pricing challenges with Vistaar

A Canadian cannabis company engaged in the cultivation, processing, and distribution of cannabis and cannabis-derived products. The company operates a diverse portfolio of brands catering to both medical and recreational cannabis consumers and is one of the largest cannabis producers in the world.

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