rebate-reconciliation-coach

What problem does it solve?

This Skill helps HVAC and plumbing distributors reconcile vendor rebates, identify missed money, and draft clear claim language when accruals, purchase history, and program terms do not line up.

Core Features & Use Cases

• Reconciles volume, growth, mix, SPA, co-op, and MDF rebate structures using pasted summaries and purchase data.
• Surfaces threshold misses, leakage, and retroactive claim opportunities in plain dollar terms.
• Drafts collaborative claim emails and reconciliation summaries that a distributor can send to a vendor or controller.
• Example: A user pastes a rebate program, year-to-date purchases, and accruals, and the Skill flags a near-miss, estimates the recovery, and prepares a claim note.

Quick Start

Paste the rebate program summary, accruals, and purchase history and ask the Skill to reconcile the rebates and draft the next claim.