Scheme Automation System Trade schemes settled in hours, not at month-end.

A scheme automation system is software that runs trade, incentive and loyalty schemes for your sales channel automatically. It imports sales or activation data, applies each scheme's slabs and eligibility rules, sends payouts for approval, credits distributors and retailers directly, and reconciles transfers against billing — replacing the spreadsheets finance teams usually use.

Slab-based incentives, target-linked bonuses, per-unit or per-activation payouts, focus-product and combo schemes, quarterly or annual turnover discounts, and loyalty points programmes with rewards and redemption. Schemes can apply to distributors, sub-distributors, retailers, dealers, contractors or end customers, filtered by product, region and period.

It depends on the number and complexity of your schemes, the systems we integrate with, the payout methods and whether you need a partner mobile app. After a free scheme workflow review, we give you a fixed, itemised quote. Many clients start by automating one or two high-volume schemes, then extend the system.

A first version that automates your main schemes, with an admin portal and data imports, typically takes six to ten weeks, followed by one or two cycles of parallel running against your manual calculation. A partner app and loyalty module can follow in later phases.

Yes. Our scheme automation system reads data through REST APIs, database views, SFTP or scheduled Excel and CSV files from ERPs such as Tally or SAP, billing platforms and telecom activation reports. We build validation so missing partners, duplicate records and mismatched products are flagged before any calculation runs.

Approved payouts can be credited to a partner's wallet or e-top-up balance, to a bank account or by UPI through a payout API, or exported as a bank file. Where your process needs it, the distributor confirms first. Every transfer run produces a status report, and month-end reconciliation runs automatically.

Yes. A mobile app or web portal shows each partner their activations or purchases, progress towards the next slab, eligibility, credited amounts and pending payouts. They can raise queries through a built-in helpline, which cuts down the calls your sales and finance teams receive.

It is custom software built around your schemes, channel structure and data sources, using components we have refined in our commission, wallet and payout platforms. You get full source code and can host it on your own servers or cloud account. That makes it a better fit than generic loyalty software when your schemes are complex.

Yes. We offer a monthly support retainer that covers bug fixes, new scheme types, report changes and integration upkeep under an agreed SLA. Because schemes change often, most clients keep us on retainer so new schemes can be configured or extended quickly.