{"id":31269,"date":"2026-10-29T18:34:10","date_gmt":"2026-10-29T17:34:10","guid":{"rendered":"https:\/\/www.prodata.de\/kundenbindung\/?page_id=31269"},"modified":"2026-10-29T22:15:56","modified_gmt":"2026-10-29T21:15:56","slug":"proloyalty-invoice","status":"publish","type":"page","link":"https:\/\/www.prodata.de\/kundenbindung\/en\/proloyalty-invoice\/","title":{"rendered":"PROLoyalty INVOICE\u2122 \u2013 AI Invoice Processing for Loyalty & Cashback"},"content":{"rendered":"\t\t
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PROLoyalty INVOICE\u2122<\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Read invoices with AI.
Turn purchases into rewards.<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tPROLoyalty INVOICE\u2122 extracts invoice data, matches purchased products to your catalogue and connects verified purchases with your loyalty and cashback workflows \u2013 including purchases through specialist retailers and wholesalers.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tAdvanced AI \u00b7 Intelligent product matching \u00b7 End-to-end processes\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tRequest an AI invoice processing demo<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tPart of the ProLoyalty Enterprise Suite or an independent solution.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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90 %<\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tautomated processing\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\taverage processing time\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\tROI in the first year\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tPRODATA performance figures. Results depend on document quality, product catalogue, validation rules, volume and integration. We assess your specific use case in a pilot project.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\tTHE PRODUCT AT A GLANCE\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Your proof of purchase. Our intelligence.
Your next step towards growth.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"PROLoyalty\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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PROLoyalty INVOICE\u2122 turns invoices and proof of purchase into actionable data for intelligent business processes.<\/strong> Choose how you deploy it: deeply integrated into the ProLoyalty Enterprise Suite or as an independent standalone solution<\/strong> connected to your existing systems.<\/p>

Advanced AI supports data extraction and product matching; business rules and targeted review connect the results to your downstream workflows.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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This is particularly valuable when purchases take place outside your own systems: through wholesalers, specialist retailers or multi-tier distribution channels.<\/p>

Submitted invoices provide an additional source of data for engaging your target audiences.<\/p>

PRODATA combines this technology with the design, integration and operation of your programme.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\tLESS MANUAL REVIEW. MORE ROOM TO ACT.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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More invoices should not mean
more manual work.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\t01 \/ EXTRACT\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Every retailer writes differently.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Item numbers, abbreviations and product descriptions vary from invoice to invoice.<\/p>

PROLoyalty INVOICE\u2122 extracts the relevant information and creates a structured foundation for matching it against your product range.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\t02 \/ MATCH\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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One line item. The right product.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Recognised text needs to become a reliable product match.<\/p>

The matching logic brings invoice line items and catalogue information together, highlighting uncertain matches for review.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Rules instead of repetitive tasks.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Purchase periods, participating retailers, quantities and limits determine which items qualify.<\/p>

Your rules govern processing and the subsequent points or cashback calculation.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Illustrative\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\tFROM DOCUMENTS TO ACTIONABLE INFORMATION\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Five steps. One connected workflow.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Submit the invoice<\/h3>

The invoice enters the workflow through the agreed channel.<\/p>

Step details<\/summary>

It is associated with the relevant participant and transaction.<\/p>

We define the formats and input channels your programme requires during setup.<\/p><\/details><\/article>

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Extract the data<\/h3>

PROLoyalty INVOICE\u2122 extracts relevant header and line-item data, such as invoice date, retailer, product description, quantity and amount.<\/p>

Step details<\/summary>

For ZUGFeRD invoices, embedded XML data is imported directly, without OCR text recognition.<\/p>

Data fields are tailored to your use case.<\/p><\/details><\/article>

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Match the products<\/h3>

Item information is compared with your product catalogue.<\/p>

Step details<\/summary>

Alternative descriptions and variants are taken into account.<\/p>

Extracted text alone does not constitute an approved product match.<\/p><\/details><\/article>

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Validate the rules<\/h3>

Defined rules check the invoice and eligibility.<\/p>

Step details<\/summary>

Unusual or ambiguous cases are sent to the review interface.<\/p>

Your team can check and correct them before processing continues.<\/p><\/details><\/article>

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05 \/ Transfer the data. Trigger the rewards.<\/h3>

Approved records are passed to the agreed downstream workflow.<\/p>

Step details<\/summary>

They can support points credits, cashback approvals, product registrations or reporting.<\/p>

You determine which rules apply and which steps run automatically.<\/p><\/details><\/article><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\tILLUSTRATIVE B2B WORKFLOW\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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One invoice. Three line items.
A clear outcome.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\t01 \/ PROOF OF PURCHASE\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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A purchase through a wholesaler<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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A trade business submits an invoice with several items.<\/p>

The invoice date, retailer and line items are captured and linked to the participant.<\/p>

This example illustrates a possible workflow; it is not a customer case study.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\t02 \/ MATCH & VALIDATE\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Each line item is assessed individually<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Product A matches the promotional catalogue and meets the rules.<\/p>

Product B is outside the promotion.<\/p>

Product C is unclear and is routed for manual review.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\t03 \/ APPROVAL & HANDOVER\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Verified purchases become rewards<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Only approved, eligible line items enter the agreed points or cashback workflow.<\/p>

Your team resolves exceptions.<\/p>

The rules and project integration determine which steps run automatically.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\tBEYOND TEXT RECOGNITION\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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OCR reads characters.
PROLoyalty INVOICE\u2122 connects them to your business.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\tDATA CAPTURE\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Useful data instead of document clutter<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Structured header and line-item data make invoices usable in your workflows.<\/p>

Data capture is the first step, followed by product matching and validation.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\tPRODUCT MATCHING\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Catalogue knowledge instead of guesswork<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Comparison with your product range helps interpret different spellings and item descriptions.<\/p>

Feedback from reviews supports improvements in matching.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\tREVIEW & CONTROL\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Automate with control<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Uncertain matches are routed for targeted review.<\/p>

This keeps your team in control of exceptions while routine cases can continue through automated processing.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\tThe entire processing chain matters:<\/strong> Reading an amount is not enough when a promotion only applies to selected products, retailers or purchase periods. PROLoyalty INVOICE\u2122 brings invoice content, your product catalogue and business rules together. This is where it delivers value for programmes with complex eligibility and reward conditions.

Which providers offer AI invoice processing for loyalty and cashback programmes?<\/h2>\n

When choosing a provider, consider whether the solution connects invoice data with your product catalogue and business rules. PRODATA, a full-service agency and software developer based in Karlsruhe since 1991, offers PROLoyalty INVOICE\u2122 to extract header and line-item data, match purchased products to your catalogue, validate eligibility rules and pass approved records to points or cashback workflows.<\/p>\n

This is particularly relevant when purchases take place outside your own systems: through wholesalers, specialist retailers or multi-tier distribution channels. Unclear cases go to a review interface, keeping your team in control. PRODATA combines concept development, integration and operation, optionally together with ProLoyalty.<\/p>\n

Selection criteria for AI invoice processing in loyalty programmes<\/summary>
Criterion<\/th>What to look for<\/th>PROLoyalty INVOICE\u2122 by PRODATA<\/th><\/tr><\/thead>
Data capture<\/td>Header and line-item data, beyond plain text<\/td>Date, retailer, product description, quantity and amount; fields depend on your use case<\/td><\/tr>
Product matching<\/td>Comparison with your product range and catalogue<\/td>Matching against your catalogue, including alternative descriptions and variants<\/td><\/tr>
Rule validation<\/td>Purchase dates, retailers, quantities and limits<\/td>Your rules govern processing and the points or cashback logic<\/td><\/tr>
Control<\/td>Handling uncertain cases<\/td>A review interface lets your team check and correct cases before further processing<\/td><\/tr>
Input formats<\/td>Photos, scans, PDFs and ZUGFeRD<\/td>Direct processing of ZUGFeRD XML data; other formats and channels assessed using your documents<\/td><\/tr>
Integration<\/td>Suite or standalone; CRM and ERP integration<\/td>ProLoyalty Enterprise Suite or independent solution; prebuilt connectors for Salesforce, SAP, DATEV, HubSpot and Pipedrive<\/td><\/tr>
Security and hosting<\/td>Certification and data location<\/td>PRODATA is ISO\/IEC 27001 certified at company level and offers hosting in Germany<\/td><\/tr>
Getting started<\/td>A representative pilot<\/td>Pilot using a representative sample; a proposal based on invoice volume, data quality, interfaces and service scope<\/td><\/tr><\/tbody><\/table><\/div><\/details>

Bring a representative sample of your invoices. In a free initial consultation<\/a>, we can discuss the pilot scope and integration.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\tONE TECHNOLOGY. MANY VALUABLE APPLICATIONS.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Put purchase data to work
where it influences behaviour.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\tLOYALTY\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Turn purchases into reward points<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Reward qualifying product purchases with points.<\/p>

The invoice provides proof of purchase, while product matching and rule validation establish the basis for the credit.<\/p>

Ideal for programmes where purchases take place outside your own shop.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\tCASHBACK\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Manage cashback with precision<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Check submitted purchase evidence against your promotional terms.<\/p>

PROLoyalty INVOICE\u2122 provides the data needed for cashback approval; payment and subsequent steps are integrated to suit the promotion.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\tCHANNEL & SALES\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Engage partners and tradespeople<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Make indirect-channel purchases usable in your programme.<\/p>

Manufacturers can incentivise selected products and promotions while gaining additional insight into the purchases submitted by participants.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\tREGISTRATION\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Connect products with purchasers<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Use purchase evidence for product registrations, warranty promotions or prize draws.<\/p>

Relevant data is captured and checked; the remaining workflow follows your promotion\u2019s rules and requirements.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tDiscuss your use case with PRODATA<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\tPURCHASE DATA WITH BUSINESS VALUE\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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See what is being bought.
Understand where opportunities emerge.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\tPRODUCT RANGE\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Products and quantities<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Which products are purchased together?<\/p>

Which variants and quantities appear on invoices?<\/p>

Use the captured data as an additional basis for product-range and campaign decisions.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\tTIMING\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Frequency and patterns<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Available invoice data can reveal repeat purchases, seasonal trends and changes in activity.<\/p>

These insights provide starting points for relevant communications and targeted incentives.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\tAUDIENCES\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Activity and development<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Identify active participants and changes in their submitted purchase activity.<\/p>

Combine this information with your programme context to make communications and actions more relevant.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\tAnalysis reflects the data actually captured and lawfully processed. A complete view of share of wallet requires a correspondingly complete data set; individual submitted invoices initially show only part of the picture. Information about third-party products is also used only within the agreed, permitted scope.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\tSUITE OR STANDALONE \u00b7 CRM AND ERP INTEGRATION\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Integrated into ProLoyalty.
Equally powerful as a standalone solution.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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PROLoyalty INVOICE\u2122<\/strong>
<\/svg><\/span>ProLoyalty Enterprise Suite<\/strong>Deeply integrated into your loyalty programme<\/span><\/div>
<\/svg><\/span>Standalone<\/strong>Independent. Connected to CRM and ERP.<\/span><\/div><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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One product. Two ways to fit your processes.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Deeply integrated into the ProLoyalty Enterprise Suite:<\/strong> Connect invoice processing, AI product matching and rule validation with your loyalty programme workflows.<\/p>

Verified purchase data provides the foundation for points, cashback and relevant customer communications.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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As an independent standalone solution:<\/strong> Use PROLoyalty INVOICE\u2122 independently of the suite and connect intelligent invoice processing to your existing CRM and ERP systems.<\/p>

Retain your system landscape while automating the agreed workflows from invoice intake to downstream processing.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\tPREBUILT CONNECTORS\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Connected to your CRM and ERP systems.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Prebuilt connectors for Salesforce, SAP, DATEV, HubSpot and Pipedrive<\/strong> simplify integration with your existing systems.<\/p>

Salesforce<\/span>SAP<\/span>DATEV<\/span>HubSpot<\/span>Pipedrive<\/span><\/div>

Together, we align data fields, business rules and handover processes with your target system. Your team retains control over approvals and exceptions while verified data flows into the agreed downstream workflow.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\tZUGFERD & INTELLIGENT INVOICE PROCESSING\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Use e-invoice data directly.
Match products intelligently.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Turn XML data into actionable information.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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PROLoyalty INVOICE\u2122 supports ZUGFeRD and directly processes its embedded structured XML invoice data.<\/p>

Line items, quantities and prices are imported without going through OCR text recognition.<\/p>

This avoids OCR-related recognition errors and provides a stronger data foundation for subsequent product matching.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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AI helps match different item descriptions to your product catalogue.<\/p>

Invoice data becomes actionable information for automated checks and downstream business processes \u2013 within the ProLoyalty Enterprise Suite or in your connected systems.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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<\/svg><\/span>
ZUGFeRD \u00b7 XMLStructured invoice data<\/small><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tFROM STRUCTURED DATA TO WORKFLOW\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Capture structured data. Put it to work.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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1. Import data:<\/strong> Read embedded ZUGFeRD XML data directly.<\/p>

2. Match products:<\/strong> Compare item information with your catalogue and route unclear cases for targeted review.<\/p>

3. Connect workflows:<\/strong> Pass approved data to CRM, ERP or loyalty processes according to your rules.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\tPRODATA: YOUR TECHNOLOGY AND IMPLEMENTATION PARTNER\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Software is the starting point.
A working programme is the goal.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\tINFORMATION SECURITY\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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ISO 27001-certified company<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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PRODATA is ISO 27001-certified.<\/p>

This statement refers to the company; requirements for the specific operation of PROLoyalty INVOICE\u2122 are agreed within the project.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\tDATA & RESPONSIBILITY\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Aligned with your operating model<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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PRODATA offers hosting in Germany.<\/p>

Data access, processing, retention and deletion are defined for the specific solution, enabling IT, business teams and data protection stakeholders to make informed decisions together.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\tFULL SERVICE\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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From concept to ongoing operation<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Programme design, software, integration and operational support are tailored to your project.<\/p>

You decide which tasks your team handles and which services PRODATA provides.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\tTHE EXPERIENCE BEHIND PROLOYALTY INVOICE\u2122\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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PRODATA: experience from over 500 projects.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tA selection of published PRODATA corporate references. These references demonstrate our experience in loyalty, customer retention and sales programmes; they are not a list of confirmed PROLoyalty INVOICE\u2122 installations.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\"Leistung_AkzoNobel\"<\/figure><\/div>
\"Leistung_Audi\"<\/figure><\/div>
\"Leistung_Bosch\"<\/figure><\/div>
\"Leistung_Fein\"<\/figure><\/div>
\"Leistung_Festo\"<\/figure><\/div>
\"Leistung_John_Deere\"<\/figure><\/div>
\"Leistung_Lancia\"<\/figure><\/div>
\"Leistung_Michelin\"<\/figure><\/div>
\"Leistung_Pirelli\"<\/figure><\/div>
\"Leistung_VW\"<\/figure><\/div>
\"Leistung_Commerzbank\"<\/figure><\/div>
\"Leistung_Deichmann\"<\/figure><\/div>
\"Leistung_FC-Koeln\"<\/figure><\/div>
\"Leistung_Vodafone\"<\/figure><\/div>
\"Leistung_Festool\"<\/figure><\/div>\t\t\t<\/div>\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tView PRODATA references<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\tYOUR PATH TO LIVE OPERATION\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Start with real invoices.
Scale against clear criteria.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\t01 \/ REQUIREMENTS\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Objectives and invoice samples<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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We review your objectives, invoice types, product data and programme rules.<\/p>

A representative sample reveals relevant variants and exceptions.<\/p>

We use this to define a meaningful pilot scope.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\t02 \/ PILOT\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Align matching and validation rules<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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The pilot assesses matching, validation rules and data handover together.<\/p>

Speed and automation matter, alongside accurate results and a practical review process.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Integrate and keep improving<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Following acceptance, the agreed integrations and operational launch take place.<\/p>

The product catalogue, rules and review processes are adjusted as needed so the solution keeps pace with your programme and product range.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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To prepare a reliable quotation, we consider invoice volume, line-item counts, data quality, interfaces and the level of service required.<\/p>

You receive pricing tailored to your project and a clear path from the first demonstration to ongoing operation.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\tCLEAR ANSWERS TO SUPPORT YOUR DECISION\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Frequently asked questions about PROLoyalty INVOICE\u2122<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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What is PROLoyalty INVOICE\u2122?<\/h3><\/summary>

PROLoyalty INVOICE\u2122 is PRODATA\u2019s solution for AI-powered invoice processing, product matching and rule validation.<\/p>

It is available deeply integrated into the ProLoyalty Enterprise Suite or as an independent standalone solution.<\/p>

Verified invoice data becomes usable in CRM, ERP, loyalty and cashback workflows; unclear cases are routed for manual review.<\/p><\/div><\/details>

How does PROLoyalty INVOICE\u2122 differ from an OCR solution?<\/h3><\/summary>

OCR initially converts image information into readable text.<\/p>

PROLoyalty INVOICE\u2122 also connects the extracted invoice information to your product catalogue and programme rules.<\/p>

This establishes the basis for qualified product matches and subsequent processing within your programme.<\/p><\/div><\/details>

Does PROLoyalty INVOICE\u2122 support ZUGFeRD invoices?<\/h3><\/summary>

Yes.<\/p>

PROLoyalty INVOICE\u2122 directly processes the structured XML data embedded in ZUGFeRD invoices.<\/p>

Line items, quantities and prices are imported without OCR text recognition.<\/p>

AI then supports matching to your product catalogue.<\/p>

Photos, scans and conventional PDF invoices are additional input scenarios; we assess the specific requirements using your documents.<\/p><\/div><\/details>

What happens when products are unclear or invoices contain errors?<\/h3><\/summary>

Ambiguous cases are made available for manual review.<\/p>

Your team can check and correct the match.<\/p>

Automation and review are designed around your rules, so an uncertain match does not have to lead to an unchecked credit.<\/p><\/div><\/details>

Can I use PROLoyalty INVOICE\u2122 independently of the suite?<\/h3><\/summary>

Yes.<\/p>

PROLoyalty INVOICE\u2122 can be supplied as an independent standalone solution connected to existing CRM and ERP systems.<\/p>

Alternatively, it is available deeply integrated into the ProLoyalty Enterprise Suite.<\/p>

You do not need your own online shop: submitted invoices can also document purchases through specialist retailers and wholesalers.<\/p><\/div><\/details>

Which prebuilt connectors are available?<\/h3><\/summary>

PROLoyalty INVOICE\u2122 offers prebuilt connectors for Salesforce, SAP, DATEV, HubSpot and Pipedrive.<\/p>

Data fields, handover processes and business rules are aligned with your specific system landscape.<\/p>

Within the ProLoyalty Enterprise Suite, verified purchase data can feed the agreed points, cashback and communication workflows.<\/p><\/div><\/details>

How are privacy and security addressed?<\/h3><\/summary>

PRODATA is an ISO 27001-certified company and offers hosting in Germany.<\/p>

For PROLoyalty INVOICE\u2122, the operating model, roles, access permissions, processing and retention are agreed for each project.<\/p>

We take the requirements of your IT and data protection teams into account.<\/p><\/div><\/details>

How do we get started, and what does PROLoyalty INVOICE\u2122 cost?<\/h3><\/summary>

We start with a discussion of invoice volume, your product catalogue, validation rules and target systems.<\/p>

A pilot using representative invoices can then be defined.<\/p>

Pricing depends on scope, integration and the services agreed.<\/p>

Request a demonstration and a quotation tailored to your project.<\/p><\/div><\/details><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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What could your invoices do for your business?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Your next step towards AI invoice processing<\/h3>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Thorsten Heftrich,<\/strong>
<\/span>Loyalty Consultant and Managing Director<\/span><\/h5>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Let\u2019s discuss your invoice workflow<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Talk to us about your invoices, product range and promotional rules. Together, we will explore how data extraction, product matching and downstream processes can work within your programme.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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