Worked examples
What a recovery looks like, step by step
Ten examples built from the typical numbers in our research: the data, the rules that fired, the money and the fees under each way to pay.
Illustrative example. A composite scenario built from typical ranges in our research, not a real customer. Your numbers will differ. No names, logos or quotes are used because none of these is a customer.
- Example · Supplier paymentsOne AP export, two recoveries: duplicate payments and vendor sales taxA three-entity building-products distributor in Ohio.Found$127,900Recovered in 6 months$76,800Read the example
- Example · Lease chargesForty CAM reconciliations checked before the objection windows closedA 40-location quick-service restaurant franchisee in Texas.Found$24,600Recovered in 5 months$15,800Read the example
- Example · Utilities & telecomUnused phone lines and overlapping bills across 25 clinicsA 25-site veterinary clinic group in the Midwest.Found$38,700Recovered in 6 months$23,400Read the example
- Example · Card feesMarkup creep and junk fees on 12 merchant accountsA 12-location full-service restaurant group in Georgia.Found$52,200Recovered in 6 months$18,200Read the example
- Example · WarrantyDenied warranty claims sorted into recoverable and finalA three-rooftop franchised dealer group in the Midwest.Found$138,800Recovered in 6 months$64,900Read the example
- Example · Parcel & freightSurcharges and overbilled weights on $2.4M of parcel spendA direct-to-consumer apparel brand in California.Found$13,900Recovered in 3 months$8,600Read the example
- Example · ChargebacksFrom answering a third of chargebacks to answering most of themA subscription meal-kit merchant on two processors.Found$26,200Recovered in 4 months$12,100Read the example
- Example · Rebates & pricingA missed rebate tier and lines billed above contractA regional HVAC parts distributor with eight branches.Found$164,300Recovered in 8 months$97,300Read the example
- Example · Tariff refundsReconciling IEEPA refunds entry by entryA mid-size consumer-electronics accessories importer.Found$450,000Recovered in 4 months$241,000Read the example
- Example · Medical billsAn outpatient bill $950 over the Good Faith EstimateA self-pay patient in Arizona with an outpatient surgery bill.Found$950Recovered in 2 months$640Read the example