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Transactions Hub: One Queue. Zero Chaos.

Every bid, rebate, agreement, and claim managed in a single, searchable pipeline—no more inbox chasing or version roulette.
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Unified Intake

Bids & RFPs

From schools, GPOs, and agencies in one place.

Programs & Agreements

Manufacturer pricing and rebate terms centralized.

Support Docs

Attachments, communications, and notes linked to each record.

Smart Routing to the Right Team

Automatically assign records by region, customer, manufacturer, or category so nothing stalls in the wrong inbox.
  • Assign owners and due dates
  • Track status: New / In Review / Ready / Submitted / Closed
  • Filter by customer, manufacturer, or segment

Every Touch, Tracked.

Full timestamped history of changes, submissions, and approvals to support audits and disputes.

SLA countdown / “On-time submission”

Activity history

Search & filters

Replace scattered inboxes and spreadsheets with one reliable hub.

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Automate bids & rebates with OCR + AI. Code line items, validate with ERP/inventory, track accruals, and submit claims—faster, smarter, error-free.
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Resources

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