WHY AUTOMATE CLAIMS & DEDUCTIONS WITH ESKER?
Esker's Claims & Deductions automation solution helps businesses efficiently manage their claims and protect margins. Thanks to Al-driven data capture and electronic workflow capabilities, Esker manages both customer trade claims associated to promotions and marketing contributions, and non-trade claims related to shortages, damaged products or invoice price discrepancies that typically impact food, beverage, and consumer goods manufacturers and distributors.
- Centralise claim
informationDetect all claims regardless of origin (email, short payment, remittance) & track all information in a single location. - Enhance visibility on
receivables & revenueWith real-time KPIs & dashboards, analyse claims by date, type or customer & review requested vs. authorised claim amount trends. - Facilitate cross-department
collaborationWhen investigating & approving claims, connect data with order, promotion, invoice, delivery note or payment & easily collaborate through an internal chat tool.


Susana López │ Front-Office Retail Customer Service Manager │ Gallina Blanca
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WHEN YOU SEE EVERYTHING, YOU CAN HANDLE ANYTHING
You can't improve what you can't measure. Intelligent dashboards with packaged KPIs allow customer service and accounts receivable managers to benefit from actionable data. They can track deductions, days deductions outstanding (DDO) and aging claims process trends in real time in easy-to-read charts and reports, analyse claims by type, date or customer, and identify bottlenecks in the workflow.
Compliance concerns? Esker's got you covered. A complete audit trail of every claim touch point is retained so that full transparency and accountability are ensured during the verification and approval process.

TOOLS TO DIGITALLY TRANSFORM THE CLAIMS PROCESS
Esker's Claims & Deductions solution is built off of 35+ years of field experience and features a wide range of intelligent and powerful features, including:
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AI & RPA TECHNOLOGY
Persona Block Text:Esker uses a combination of Al and RPA technologies to optimise data recognition on claims originating from debits, and enhances them with the data extracted from the corresponding supporting document (which is auto-matched to the existing claim).
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CONFIGURABLE WORKFLOW
Persona Block Text:Esker's solution embeds a multi-level approval workflow pre-configured based on the claim type and amount. It allows users from different departments (e.g., sales, supply chain, etc.) to investigate.
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ERP INTEGRATION
Persona Block Text:Esker's solution integrates with any ERP system. Claims to investigate can be automatically created from a residual item in the ERP, resulting from a short payment. Once claims have been approved in Esker's solution, they can be automatically accounted for in the ERP as a credit note or on a G/L account.
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COLLABORATION & COMMUNICATION
Persona Block Text:To enhance collaboration and communication within the company, an internal chat tool allows users to exchange in an informal way, directly on the claim. Users can also clarify claims directly with customers, using external conversations that are also directly attached to the claim.


Javier Fernandez Linares │ Customer Service Manager │ Sanofi Spain
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