Customer references

Invoice Insights 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 manufacturing company with around 15,000 products sells exclusively through wholesalers and works with individual partner and target agreements for installers. Invoice Insights creates transparency and 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 Insights is integrated with leading industry software and automatically matches millions of digital invoice line items from e-invoices against the manufacturer’s product catalog. A self-learning system combining matching tables and AI-based product recognition ensures continuously improving accuracy rates and enables clean, rule-based calculation of rebates.

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 Invoice Insights from Coloyal, we quickly and accurately identify digital invoice line items, match them against our catalog, and calculate partner rebates in real time.”

“Invoice Insights has taken points accumulation to a new level from the outset. 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

Invoice Insights automates the entire verification and booking process. As soon as a tradesperson uploads their invoice, the AI extracts the data, verifies the document, and reliably maps the detected products to the manufacturer’s product 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.

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See in just 30 minutes, how we process your invoices.

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