How it works
From a partner’s spreadsheet to a number you can defend.
Four steps. Your team confirms the reading once per partner and reviews the findings; Windrose does the collecting and the checking in between.
The four steps
Partners send their files.
On each partner’s own calendar and in their language, in whatever shape their system produces — an export, a workbook, a scan, or a drop into a folder.
Windrose reads and normalises them.
Whatever arrives becomes records your team can work from. A person confirms the reading once per partner, and the next file follows it.
Every claim is checked against its terms.
Each rebate and chargeback line is read against the tier, eligibility and amendments it was claimed under — over-claims and under-claims both.
Your team reviews the findings.
Each finding comes with the row, the file, the date and the clause behind it. You decide what to pursue, what to waive, and what to present.
The four agents, and where you start
The journey above is claims recovery — True-up. It is where most teams start, because it finds money on both sides. Collect, Cover and Revive are what a live deployment adds once the data is flowing.
Collect — Stop chasing partners for spreadsheets.
Windrose asks each partner for their file on their own calendar, in their language, and reads whatever arrives — export, workbook or scan — into records your team can work from.
Cover — Know which partner will run short before they tell you.
Days of cover by partner and SKU against real lead times, so the accounts about to go short reach the manager who covers them while there is still time to act.
True-up — Find the money leaving in claims, and the money you owe back.
Every rebate and chargeback claim read against the contract behind it — entitlement, eligibility, classification — with the evidence assembled. Under-claims come back too: money you were owed and did not take.
Revive — See a partner drifting away while the relationship is still warm.
Order cadence measured against each sub-dealer's own baseline rather than a global rule, so a partner going quiet surfaces while there is still a conversation to have.
What stays with your team
People send every commercial message.
Nothing that makes a claim to a partner goes out without a named person sending it.
Every number shows its source.
A finding arrives with the row, the file, the date and the contract clause behind it.
Contract rules decide, not the AI.
Entitlement is decided by rules your team confirms. Nothing writes back to your ERP.
See it on your own claims.
The clearest way to understand it is to run twelve months of your own claims through it. That is what a retrospective is.