Chargeback and Deduction Recovery

Trade deductions that are audit-ready, not spreadsheet-driven

Trade deductions and chargebacks can represent a meaningful portion of AR effort and revenue leakage. The work is rarely just identifying a short pay. It is collecting remittance and supporting documents, understanding the deduction reason, validating it against agreements, and deciding whether to accept, dispute, or recover.

Cloudsquid turns that process into a structured workflow. It captures deduction evidence from emails, PDFs, scans, spreadsheets, and portal exports, converts it into tables, and reconciles it against invoices, payments, and claims so your team can move faster with more consistency.

From remittance to recoverable cases

Deductions are often scattered across remittance details, EDI, statements, and customer emails. Cloudsquid extracts the relevant fields, links them to open invoices and customer payments, and groups related lines into cases. When data is incomplete, the AI agent can suggest matches and show why it linked records, so reviewers can validate quickly.

Validate, decide, and follow up with workflows

Once a deduction is structured and matched, your team can review the reasoning trail, classify the outcome, and trigger the next step. Cases can drive workflows for document requests, disputes, credit requests, or internal approvals. This keeps deduction handling repeatable and traceable, while reducing the time spent chasing missing information.

Built for recovery and continuous improvement

Trade deduction work benefits from a clear record of what was accepted, what was disputed, and what was recovered. Cloudsquid keeps reviewer decisions, comments, and supporting evidence connected to each case so you can report outcomes and refine policies. The same logic can then be reused as a recurring control to reduce repeated leakage patterns over time.