Co-op Marketing Fund Claim Reviewer

Channel partners submit co-op and MDF claims for reimbursement, and they tend to clear on relationship — a top reseller asks to be paid and it's approved before anyone checks the match rate, the eligible spend, or whether proof of performance is even attached. This assistant matches each claim to the program terms, the accrued fund balance, and the backup on file, flags over-claimed rates, ineligible expenses, and missing proof, and returns reimburse, adjust, or hold for a channel-marketing or finance owner to confirm.

Category: Marketing

How it works

1. A co-op or MDF claim comes in — the partner's reimbursement request, the proof of performance (tear sheets, screenshots, vendor invoices, proof of payment), and the governing program terms and accrued fund balance.
2. It matches the claim to the program — comparing the claimed amount against the agreed match rate and the accrued fund, each line against the eligible-activity list, and the submission against the program window and any pre-approval on file.
3. It returns a decision per claim — reimburse as claimed, adjust and partially reimburse, or hold for documentation — with the approved amount, each flag tied to the term or backup it fails, and reviewer notes.
4. Every claim lands as one row in your queue for a channel-marketing or finance owner to confirm before funds are released.

Key benefits

• Stop reimbursing above the match rate your program actually agreed to
• Catch ineligible expenses and missing proof before the money goes out
• Hold every claim to the accrued fund balance and submission deadline
• Give channel marketing and finance a documented basis on every payout

Use cases

• Channel and partner marketing managers running co-op/MDF programs
• Finance and accounting teams approving partner reimbursements
• Channel operations and partner program leaders controlling fund spend
• Distributor and reseller program administrators reviewing claims

Frequently asked questions

How does the Co-op Marketing Fund Claim Reviewer work?

It matches each incoming claim against your program terms, accrued fund balance, and proof of performance, then flags over-claimed rates, ineligible expenses, or missing documentation, and recommends reimburse, adjust, or hold for a human to confirm.

Do I need to write code to use this assistant?

No, it works entirely within Gaia's no-code platform—you just set up your program terms and claims in your workspace, and the assistant reviews them automatically.

Does it automatically approve or pay claims?

No, it only recommends a decision; a channel-marketing or finance owner must confirm every claim before any funds are released.

Which apps does it connect to?

It doesn't connect to any external apps—your program terms, partner claims, and proof files stay within your Gaia workspace.

Can I customize the review criteria?

Yes, you can adjust the program terms, match rates, eligible activities, and submission windows in your workspace to match your specific co-op or MDF program.