Co-op and MDF funds only work when the money is trusted. That means accrual math you can explain, claims that move fast, and payouts backed by real proof — automatically, not by chasing paperwork.
Corporate defines the accrual formula, tier structure, spend caps, and eligibility windows a single time. From there, balances post on their own as qualifying activity happens — no manual spreadsheet updates per location, per cycle.
Whether a brand's fund accrues per unit sold, as a percentage of purchases, or on a flat per-period basis, the formula is configured once and applied consistently across every location on that tier.
Set accrual windows that roll forward automatically, and cap how much of a balance can be spent in a given period or against a given media category, without a manual check every cycle.
Operators who run more than one location under the same brand can draw from a pooled balance across their locations, instead of managing separate funds that don't talk to each other.
Media type, spend cap, and claim window verified before submission
Routed to the regional manager for sign-off
Final approval — claim moves to paid status
A guided submission flow checks eligibility before a claim is even filed — media type, spend caps, claim windows — cutting the back-and-forth that usually slows down reimbursement.
Claims that would be rejected for exceeding a cap or falling outside a claim window get flagged before submission, not after weeks of waiting.
Route claims through the sign-off chain that reflects how your organization actually works — rather than a single flat approval queue. Some brands configure lighter-touch or auto-approval paths for lower-risk claim types.
When a claim originates from spend made directly in-platform, there's no separate claim object to file at all. The transaction itself moves through approval.
The two things that make a fund credible: everyone can see what's actually available, and every payout is backed by real documentation.
Every location sees its live available balance before spending — not an estimate from last month's close, but the actual number after pending claims are accounted for.
Tearsheets, ad screenshots, and delivery confirmations attach directly to the claim they support as part of submission — audits don't mean digging through email threads.
See total fund utilization across the entire network or drill into a single location's activity — the same underlying data, whether you need the summary or the detail.
Payout and reimbursement records are structured to flow into your existing accounting workflow, so fund activity doesn't get stranded in a system finance can't touch.
Run consumer rebate programs and sales incentive or reward programs in the same platform as standard co-op fund management, without standing up a separate tool for either.
Some brands run a standard accruing fund alongside a separate prepaid-credit balance — for example, a launch-specific budget that isn't tied to ongoing accrual. Both live in the same ledger.
Role-based access means the right person sees the right balance, and nothing moves without the sign-off your organization actually requires.
Corporate can act on behalf of any location; a location login is scoped to its own balance and activity. Both paths run through the same governed system underneath.
This is the piece most platforms fake. The same engine that manages contribution and spend tracking covers full corporate funding, full local funding, or any blend — with credits, invoicing, and reconciliation built in.
Corporate covers the full cost. Common for national programs or tiers with no local funding obligation.
Any ratio corporate sets — by tier, program, or campaign type. The split applies automatically at checkout.
The location covers the cost directly, drawing against its own balance or a linked payment method.
Approval chains are configured to match how your organization actually works — local manager, regional, corporate, or any combination — rather than forcing every claim through one flat queue. Some franchise types can be configured to bypass approval entirely for pre-cleared, low-risk claim categories.
No. Documentation — tearsheets, delivery confirmations, ad screenshots — attaches to the claim it supports as part of the submission flow, so it's already on file when a claim needs review or audit.
No — it's built to feed clean, reconciled fund and reimbursement data into your existing accounting workflow, not to replace it.
Yes. Rebate programs and sales incentive programs run in the same platform as standard co-op fund management — no separate tool per program type.
Fund management is only half the story. The same balance is what local teams use to actually buy media and order goods.