English US
English UK
English AU
English SG
Français
Deutsch
Italiano
Español
NederlandsClaims & Deductions Management Software
Esker’s AI-powered software helps B2B teams resolve trade and non-trade claims faster, protecting margins and cash flow through automation and end-to-end visibility.
Why automate claims & deductions management with Esker?
Claims and deductions management often involves multiple teams, channels, and systems. Esker connects the entire process helping teams accelerate resolution, reduce revenue leakage, and protect margins through better automation.
Centralize claims & deductions
Keep claims, deductions, and supporting documents in one connected place instead of scattered inboxes and spreadsheets.
Speed up resolution
Automate repetitive tasks and workflows so cases move faster from capture to resolution.
Improve visibility
Track claim status, aging, DDO, and deduction trends to spot issues before they escalate.
Strengthen collaboration
Connect customer service, AR, sales, and supply chain in one shared workflow.
Limit invalid deductions
Identify questionable deductions earlier, improve recovery rates and reduce unnecessary write-offs.
Simplify daily work
Reduce manual entry, document searches, and repetitive handoffs across teams.
Turn deduction management into an opportunity to protect margins
Manual research and scattered documents slow investigations. Esker helps teams identify and address recurring root causes, recover lost revenue, and protect profit margins through greater visibility and more efficient processes.
Cut deduction management time by 80%
Accelerate short-payment resolution by 97%
Shorten collection period by 57%
How Esker Claims & Deductions works
From first receipt to financial resolution, Esker keeps information, decisions and teams connected.
01
Capture
Collect claims, deductions, and supporting documents from emails, EDI, remittances, short-pay notices, invoice disputes, and customer portals, so nothing gets lost between customer service and accounts receivable.
02
Extract & reconcile
Capture key claim data and match it against customers, invoices, proof of delivery, product information, trade promotion terms, and deductions recorded in the ERP, giving teams the context needed to make informed decisions.
03
Review & decide
Route cases by type, amount, or business rules so teams can approve, partially settle or contest claims collaboratively, with full visibility into who's handling what and why.
04
Resolve & analyze
Post outcomes back to the ERP, clear deductions, and monitor DDO, aging, status, and deduction tracking trends from dashboards, turning resolution data into insight for future prevention.
Customer voice
All About Food
"Esker helped us process deductions faster while improving ownership and accountability across finance, sales and supply chain by bringing order and control to a deduction-heavy retail environment."
Eagle family foods
- 80% reduction in open deductions
- ~$2.3 million reduction in the amount of non-trade deductions
- 4x more deductions processed with only one additional analyst
Damm
- 80% less time spent managing deductions, from 10 to 2 minutes
- 67% reduction in DDO, from 45 to 15 days
- 2 FTEs freed up to focus on higher-value tasks and drive business growth
- ROI achieved within 2 years
AI-POWERED AUTOMATION
The Esker AI advantage for claims & deductions
Esker Synergy AI turns claim documents and deduction data into actionable information, reducing manual work throughout the investigation process. AI-driven data capture and AI Agents work together to accelerate case handling, support automation across the workflow, and help teams lift recovery rates, always with transparent recommendations and human oversight guiding final decisions.
AI-powered data capture
Extract header- and line-level information from spreadsheets, EDI files, PDFs and emails.
Intelligent classification
Identify incoming claim information and route it into the appropriate process faster, with AI-assisted prioritization that keeps teams focused on the cases that matter most.
Smart matching & reconciliation
Match claims against customer, invoice, product, and promotion data and reconcile supporting documents with ERP deductions.
AI that keeps learning
Learn from user corrections and adapt to document-layout changes to improve recognition over time, all while keeping teams in control of every decision.
Key features of Esker's Claims & Deductions software
Everything teams need to investigate, resolve, and monitor claims from one connected platform.
Centralized claims & deductions management
Bring trade and non-trade claims, deductions, and supporting documents together in a single source of truth.
Configurable workflows
Route investigations and approvals automatically based on claim type, amount, and business rules.
Cross-team collaboration
Keep internal and customer conversations tied to the same case for faster, more informed decisions.
Dashboards & analytics
Monitor DDO, aging, status, and contested amounts to spot deduction trends before they escalate.
ERP & TPM integration
ERP integration keeps deduction tracking and the dispute workflow connected to promotion and financial data.
Audit trail & traceability
Maintain a complete history of documents, decisions, and resolution activity for full accountability.
RESOURCE INTER-SECTION
Solve the deductions puzzle before it impacts your margins
Discover how better visibility and automation can help teams investigate deductions faster, reduce manual work, and protect revenue.
Claims & deductions built for every team in the order-to-cash process
Esker connects the teams involved in resolution while giving each one the visibility and tools they need.
Accounts Receivable Managers
- Centralize claims, deductions, and supporting documents
- Streamline investigations and approvals
- Reduce DDO and unnecessary write-offs
Customer Service Managers
- Capture claims and link them to the right transaction
- Keep collaboration in one place
- Resolve customer issues faster, with fewer handoffs
Finance Leaders
- Track claims by cause, status, and financial impact
- Protect margins and reduce operational costs
- Strengthen revenue visibility at high volumes
IT Leaders
- Connect claims with ERP, TPM, and other systems
- Embed AI-powered automation
- Scale O2C automation securely, with less IT burden
Connect claims & deductions across the order-to-cash cycle
Esker Claims & Deductions connects with the wider O2C suite to break silos across customer service and accounts receivable.
Ready to take control of claims and deductions?
Connect customer service and accounts receivable to resolve claims faster, improve deduction visibility, and protect margins across the order-to-cash cycle.
Frequently asked questions
What is claims and deductions management software?
Claims and deductions management software helps B2B companies centralize, investigate, and resolve customer claims, short payments, and deductions. It connects supporting documents, financial data, workflows, and communications, so customer service and accounts receivable teams work from the same information and move cases toward resolution faster, reducing manual follow-up, and unnecessary write-offs.
What is deduction management software?
Deduction management software helps accounts receivable teams identify, investigate, and resolve amounts customers deduct from invoice payments. By connecting deduction data with invoices, supporting documents, and customer information, these deduction management solutions help teams determine whether a deduction is valid, should be partially settled, or needs to be contested.
What is the best claims management software?
There's no single best claims management software for every organization. It depends on transaction volume, ERP environment, deduction complexity, and how claims and deductions currently move between customer service and accounts receivable. Esker stands out for teams looking for the best deduction management software that connects both processes, applies AI-powered capture and matching, and gives full visibility from first document to final resolution.
What software is used for accounts receivable?
Accounts receivable teams typically rely on software covering cash application, collections, credit management and claims and deductions, often alongside their ERP. Within Esker's Accounts Receivable suite, claims & deductions management connects short payments, disputes, and supporting documents to the rest of the O2C cycle, giving AR teams one place to investigate cases, including trade promotion deduction issues, and protect margins.
What is the difference between a claim and a deduction?
A claim contains detailed information supporting an actual or anticipated deduction and may arrive before the financial impact is visible. A deduction is the financial debit created when a customer pays less than the invoiced amount. The same process can start from either side: customer service may receive the claim first, or accounts receivable may spot the deduction first through a short payment.
How does AI automate claims & deductions management?
Esker Synergy AI captures information from structured and unstructured supporting documents, including spreadsheets, EDI files, PDFs, and emails. It extracts header- and line-level data and matches it against customer, invoice, product, and promotion information. This automation reduces manual entry, speeds up classification and routing, and keeps improving as it learns from user corrections.