Where to Start

Go deep on the piece that matters most to you.

Each of the three areas below has its own page with the full feature list, but they all draw from the same fund balance and the same claim record.

The Shape of the Problem

Three jobs, one ledger — not three logins.

Most organizations end up running a fund-administration tool, a media-buying or agency relationship, and a separate reporting process, then reconciling all three by hand at month's end. The pattern repeats everywhere co-op or local marketing dollars flow out to a network of locations: a fund gets allocated in one system, spent through a different vendor or agency, and reported on in a spreadsheet nobody fully trusts. Every handoff is a place where a number can drift from what actually happened.

One balance drives every decision

The same available-balance figure a location sees before buying a Google campaign is the one corporate sees when reviewing utilization — never two numbers to reconcile.

Approval and purchase are the same event

A claim doesn't get approved in one place and spent in another. The sign-off and the transaction happen in the same flow, so nothing gets spent without a paper trail.

Reporting reflects what happened, not what was requested

Utilization and ROI numbers come from completed transactions and attached proof-of-performance, not from budget requests that may or may not have gone through.

System of Record
Ledger

Fund Management

Allocation → Accrual → Claims → Approval

Spend

Media & Ordering

Ad Buying → Direct Mail → Promo Goods → Checkout

Reporting

Brand Control

Compliance → Proof → Attribution → ROI

One Team, One Login

Fund, spend, and reporting — everyone looking at the same screen.

A walkthrough usually means finance, marketing, and a regional lead in the same room, because for the first time all three see the same number at the same time.

Network Overview
F
Finance Utilization & ROI
M
Marketing Campaign performance
R
Regional Lead Territory balances
Same Number, Every View $1.94M YTD
One source of truth
See It Together

Walk through fund to spend to report, live.

The clearest way to see how the three pieces connect is a walkthrough using a program that looks like yours.