How spend recovery works
A simple three-step process that turns billing errors into recovered cash.
Our 3-step recovery process
Data pull, recovery analysis, and recovery execution with full visibility.
Data pull
Minimal exports
Recovery analysis
Quantify and prioritize
Recovery execution
Disputes and credits
Data pull
Minimal exports
We use targeted exports from your ERP (Enterprise Resource Planning) system, AP (Accounts Payable) ledger, and vendor portals.
Deliverables
- Required data checklist
- Secure transfer setup
- Sampling and validation
- Timeline and owners
Sample KPIs
Days to data readiness, completeness rate
Recovery analysis
Quantify and prioritize
We identify duplicates, pricing errors, unused subscriptions, and missed credits across PO (Purchase Order) and contract terms.
Deliverables
- Findings summary
- Recovery forecast
- Prioritized claim list
- Evidence pack
Sample KPIs
Potential recovery by category, claim readiness
Recovery execution
Disputes and credits
We manage disputes, secure credits and refunds, and help install controls to prevent repeat leakage.
Deliverables
- Vendor outreach
- Credit and refund tracking
- AP adjustments
- Control recommendations
Sample KPIs
Recovered cash, cycle time to credit
Designed for finance teams
Minimal lift
We request targeted exports and manage analysis and vendor follow up.
Evidence-backed claims
Every recovery claim is documented and approved before outreach.
Finance-first delivery
Built for CFOs, Controllers, and AP leaders who need clear ROI.
Ready to quantify recovery potential?
We will estimate recoverable dollars and prioritize the highest value claims.
Get a Recovery Estimate