Revenue recovery for complex contract workflows
Find revenue leakage hiding in claims, rebates, and contract pricing.
Pactora compares customer claims and transaction activity against contracts, pricing, customer eligibility, product eligibility, and ERP credits to flag underpayments, invalid deductions, missed credits, pricing mismatches, and recovery opportunities.
Built for finance, pricing, contracts, sales operations, and revenue operations teams.
- Recover revenue that is often missed in manual review
- Catch pricing, eligibility, product, and contract mismatches faster
- Give teams a clear worklist for disputes, credits, and recovery follow-up
- Move from reactive audits to repeatable monthly revenue recovery
Dashboard preview
Monthly recovery worklist
Open exceptions
84
Ready to dispute
27
Credit gaps
12
Contract price does not match claimed price
Customer not eligible for submitted tier
Submitted item outside program rules
ERP credit not aligned to deduction
Generic demo preview showing how exception status, reason context, and recovery follow-up stay together.
Problem
Revenue leakage rarely lives in one system.
Pactora is built for the messy reality of contract, rebate, chargeback, and claims review: the answer often depends on several files and systems being checked together.
Leakage hides across disconnected files
A claim may look valid until it is compared against the contract, price tier, product setup, customer eligibility, and related credit activity.
Spreadsheet review does not scale
Manual checks make it hard to review every line, preserve evidence, and consistently apply the same rules month after month.
Month-end pressure forces tradeoffs
Finance, pricing, contract, and sales ops teams need fast answers without waiting for a special audit project.
How Pactora works
A repeatable path from transaction activity to recovery action.
Upload or connect master data
Bring in contracts, customer rosters, product records, pricing agreements, claims, rebates, deductions, and credits.
Run monthly revenue review
Use a repeatable review process instead of rebuilding spreadsheet checks from scratch each cycle.
Detect mismatches
Flag pricing, eligibility, product, contract, duplicate, credit, and deduction issues with clear reason codes.
Prioritize recovery opportunities
Focus teams on the highest-impact items and keep the review moving with status, ownership, and context.
Export or work the recovery list
Create recovery summaries, dispute exports, reconciliation files, and an audit-ready record of the review.
Benefits
Clear recovery work for every team involved.
Pactora helps finance, pricing, contract, and sales operations teams see what needs review, why it matters, and what to do next.
Find missed recovery dollars
Surface underpayments, invalid deductions, missed credits, and claim exceptions that can disappear in manual review.
Reduce manual review time
Give teams a structured review workflow instead of scattered spreadsheets, one-off formulas, and buried email threads.
Standardize contract checks
Apply consistent validation across pricing, eligibility, product setup, dates, contract terms, and duplicate submissions.
Prioritize high-impact claims
Turn exceptions into a recovery worklist with status, reasons, evidence, and exports for follow-up.
Create an audit-ready workflow
Keep source files, review results, reason codes, export history, and reconciliation context tied to each monthly cycle.
Workflow
Three connected workflows, one recovery cadence.
Pactora separates master-data maintenance, monthly transaction review, and recovery worklist follow-up so each team can focus on the right work at the right time.
Maintain recovery-ready master data
Keep contracts, customer eligibility, product data, pricing, and program rules organized for recurring review.
Run a monthly transaction review
Compare claims, chargebacks, rebates, deductions, and credits against the source data that determines whether each item is valid.
Work and export the recovery list
Move exceptions into a clear follow-up process with statuses, reasons, evidence, reconciliation context, and exports.
Product preview
From exception detection to recovery action.
A lightweight preview of the recovery workflow using generic demo labels: detect exceptions, understand the reason, assign ownership, and export the next action.
Recovery worklist
Monthly review cycle
Data matched in context
Contracts, pricing, products, eligibility, claims, rebates, deductions, and credits are reviewed together.
Reason-coded exceptions
Teams see why an item needs review instead of hunting through disconnected worksheets.
Exports for follow-up
Recovery summaries, dispute exports, and reconciliation files support downstream action.
Industry rule packs
Built for industry-specific recovery logic.
Pactora supports industry-specific rule packs while keeping the core workflow consistent: review activity, detect mismatches, prioritize recovery, and export evidence.
Healthcare / Med-Surg
Chargeback, claims, customer eligibility, product eligibility, contract pricing, and recovery workflows.
Industrial Supply
Contract pricing, rebate programs, customer eligibility, product alignment, deductions, and credits.
HVAC
Distributor and contractor program review across pricing, eligibility, credits, rebates, and claims.
Distribution & Channel Programs
Repeatable recovery review for channel claims, co-op programs, rebates, deductions, and pricing exceptions.
Pricing
Start with a monthly recovery review, then scale the workflow.
Clear packages for teams moving from manual audits to repeatable revenue recovery. Annual Starter pricing is available for teams ready to commit to a full recovery cadence.
Annual contract
Starter starts at $7,500/year — save compared with monthly billing.
Starter
Save $888 versus 12 months of monthly billing
Best for teams starting structured monthly recovery reviews
For teams that need a clean, repeatable way to find leakage in claims, pricing, eligibility, credits, and contract activity.
- CSV file uploads
- Contract, product, customer, and pricing validation
- Claim and transaction exception review
- Reason codes and recovery status tracking
- Basic recovery summary
- Saved upload sessions
Professional
RecommendedAnnual plan at $15,500 USD per year
Teams with recurring claim volume and more complex review workflows
For teams that need deeper reporting, stronger audit history, and more complete recovery workflows.
- Everything in Starter
- ERP credit memo reconciliation
- Recovery reports
- Dispute report exports
- Source file history
- Export history
- Advanced exception workflows
- Multi-contract and tier dispute support
- Guided onboarding and workspace review
Enterprise
Annual agreement based on volume, integration needs, and support requirements
Larger teams, higher volume, ERP integration, or custom workflows
For organizations that need custom onboarding, integrations, data mapping, advanced controls, or higher-volume processing.
- Everything in Professional
- ERP/integration support
- Custom data mapping
- Advanced audit and approval workflows
- Role-based team workflows
- Dedicated implementation support
- Volume-based pricing
- Custom reporting requirements
Recovery opportunity estimate
Estimate the value of a repeatable review.
Even a small percentage of invalid deductions, duplicate claims, pricing mismatches, or eligibility errors can create meaningful recoverable revenue. Use this as an illustrative planning model, not a guaranteed outcome.
Inputs
Estimated monthly impact
Based on $500,000 in monthly activity and 2,500 lines.
Estimates are illustrative and depend on claim volume, contract complexity, data quality, and internal review process.
Start finding revenue leakage before the next month-end review.
Request a Pactora workspace to see how a structured recovery review could work with your contracts, claims, pricing, eligibility, rebates, and credits. You can also reach us at mark@pactora.app.