Did the money move, and did it work. Most programs can answer the first at year end and the second never. Because every transaction in our programs carries both its cost and its result from the moment it happens, we answer both, continuously.
Accrued, spent, pending, and expiring funds across the network. Utilization by tier, region, and location. Spend by channel. Outstanding fund liability for your finance team.
Every location in a region against its balance, with the low spenders flagged while there is still time to act.
What they earned, what they spent, on what, and what it produced. Always current, no monthly mailing.
Impressions and clicks for digital. Households mailed and codes redeemed for print. Cost per redemption or lead by campaign type, so the brand learns which packaged campaigns to keep.
Every claim by status (submitted, audited, approved, denied, paid), with reasons, dates, amounts, proof and the audit decision behind it, by dealer and program.
Reimbursement and fund-movement data structured for your accounting system, with every line tied to an approved, proven transaction. Posted, not reconciled.
Custom views and scheduled reports built with you during setup, delivered to the people who need them. Media performance (impressions, clicks, calls, leads, conversions) sits next to the co-op dollars that funded it, per campaign and per location.
The same rows land in your data warehouse (Snowflake, BigQuery, Redshift) on a schedule and in your CRM where they belong, so your team builds anything else in its own tools. See integrations & data →
| The old way still the industry standard | Co-Op Managers |
|---|---|
| Utilization is known when claims are processed, weeks after the spend and often after the funds expired. | Utilization is known at the moment of purchase. |
| Proof of performance proves the ad ran. It says nothing about response. | Every print piece carries a code and QR; every digital buy reports natively. Response posts back to the order that paid for it. |
| Fund tool, agency reports, and print vendor invoices are joined by hand each month. | One ledger. The utilization report and the ROI report are two views of the same rows. |
| The CEO asks whether dealers who use co-op outperform those who do not. Nobody can say. | Both datasets share a location key. We can say. |
Every report above is also an export. We build the file your accounting, CRM, data-warehouse or dealer-management system expects, in its layout, with its field names and codes, and send it automatically on the cadence you set. Nobody at the brand should ever re-key a co-op number.
CSV, Excel, JSON, fixed-width or XML, with your column order, your headers, your date and currency formats, and your codes (GL accounts, cost centers, dealer numbers, SKU groups) mapped from ours. One export definition per destination, built with you during setup and versioned after that.
Journal-entry files for the general ledger (SAP, Oracle, NetSuite, Dynamics, QuickBooks), lead and activity loads for the CRM, dealer statements for the dealer portal, purchase and accrual reconciliations for finance, and flat tables for Snowflake, BigQuery or Redshift. Validated against a sample import before it goes live.
SFTP drop, secure email, a warehouse feed, or a pull from the API. Daily, weekly, at month-end close, or on demand from the portal. Every delivery is logged with a row count and a checksum so you know it arrived complete.
Each export carries the transaction IDs from the ledger, so a line in your GL traces back to the order, the claim, the proof and the ACH payment behind it. Month-end close is a reconciliation you can run, not a spreadsheet you have to build.
Fund liability, accrual reconciliation, ACH remittance, claims register, utilization by location, campaign results, and dealer statements ship as standard exports on day one. Custom ones are added as you need them; report-building hours are included in the program.
A program review walks through your current rules, where the manual work is, and what disappears when the program runs on Co-Op Command.