Customer references

InvoiceInsights™ 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 plumbing manufacturer with around 15,000 products sells exclusively through wholesalers and works with individual partner and target agreements for installers. InvoiceInsights™ enables transparency and automation for the first time.

Challenge

Rebates from partner agreements with top installers were based on opaque and manually submitted sales reports—via email, fax, or even paper folders. There was no visibility into actual product flows beyond the wholesale level. Rebates were paid out with delays and were barely controllable.

Solution

InvoiceInsights™ is connected to leading industry software and automatically matches millions of digital invoice line items from e-invoices with the manufacturer’s product catalog. A self-learning system of matching tables and AI-based product recognition ensures continuously improving match rates and enables clean, rule-based 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 InvoiceInsights™ from Coloyal, we can quickly and precisely identify digital invoice line items, match them against our product catalog, and calculate partner rebates in real time.”

“InvoiceInsights™ has taken points collection to a new level right from the start. Our customers see their points credited to their accounts much faster.”

Timber / Roofing

From Invoice Photo to Bonus Point.

A manufacturer of premium roofing products runs a bonus program for roofers based on product purchases. Invoice Insights automates the entire verification and booking process, from invoice capture to the crediting of 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

InvoiceInsights™ fully automates the review and posting process. As soon as a tradesperson uploads an invoice, the AI extracts the data, validates the document, and reliably assigns detected products to the manufacturer’s catalog. Bonus points are credited within seconds, and the service team only intervenes in product matching 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?

See in just 30 minutes, how we process Invoices and rebates invoices.

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