BUSINESS EXPENSE RECOVERY
Investigate vendor overpayments and missing supplier credits with a focused review of the records behind them.
Start with a scoped pilot. We confirm the evidence needed, the work we can accept and the terms before your records move.
INITIAL PILOT SERVICES
The initial pilot focuses on two non-freight review areas. Acceptance depends on your records and a written scope.
Compare identifiable supplier invoices and obligations with payment records, refunds and dated vendor balances. Investigate possible duplicate or excess payments while keeping corrected invoices and repeated data exports separate.
Compare documented supplier or warranty credit entitlements with the credits or refunds actually recorded. Keep outstanding amounts, account credits and cash receipts distinct.
Carrier and parcel charges belong with RETALLY Freight Recovery. Other expense categories are considered only after their scope and delivery requirements have been confirmed; they are not included in this initial offer.
THE REVIEW PROCESS
Describe the issue without sending records. We agree the business units, supplier accounts, period, currency and exclusions.
Use the agreed transfer route. Invoice identity, payment events, credit entitlement and existing refunds are checked before a difference becomes a finding.
Review the report, unresolved questions and proposed next steps. Any supplier contact or recovery action needs separate authorization.
ILLUSTRATIVE EXAMPLE · NOT A CUSTOMER RESULT
Two rows can represent two payments, a corrected entry or a duplicate export. A potential difference is not a proven overpayment.
Linked refunds, credits and payment identity must be resolved before a claim is supported.
REVIEW SNAPSHOT Sample data
WHAT YOU RECEIVE
An agreed record population and list of exclusions.
Supported findings with their sources and calculation basis.
Clear holds where identity, entitlement or settlement remains unresolved.
Proposed next steps, with recovery and fees tracked separately from estimates.
SCOPE & ENGAGEMENT
This is an operator-assisted service, not a self-service upload or automated claims platform. We do not offer unrestricted expense recovery, guaranteed results or automatic supplier contact.
The contracting operator, fee basis, delivery date, support route and data-handling arrangements are confirmed in writing before an engagement is accepted.
Read the engagement frameworkSTART WITH FIT, NOT FILES
Tell us your company, the review area and the broad period involved. Please do not send invoices, bank details, contracts, credentials or customer records with the first enquiry.
Opens your email app. Review and send your message there.
Existing pilot? Use the contact and reference in your written engagement.