UpcomingDeductions

AI in Deductions: How Valence Agents help CPG brands recover more across all retailers

Date & time
Local time shown at registration
Duration
60 min
Format
Online, live Q&A

Best practices for using AI agents to validate, dispute, and recover deductions at every retailer before the window closes.

Description: Retailers now issue deductions at machine speed, and finance teams working in spreadsheets can't validate them before dispute windows close. For CPG brands selling to Walmart, Amazon, Kroger, Target, and other retail customers, that gap is lost revenue. Join us to learn how AI agents code, validate, and dispute deductions, the best practices for putting AI to work in deductions management, and how Valence Agents help brands recover more, faster.

Key Learnings

  • Where AI agents fit in deductions management: how agents ingest remittances and backups, code each deduction by type (OS&D, pricing, cash discounts, fines and penalties, freight, and trade/promo), and flag which are disputable.
  • Teaching AI the retailer nuances: why an agent needs to know that Walmart's cash discount terms depend on prepaid vs. collect shipments, that Amazon is compliance-heavy, and that Costco provides little deduction context.
  • Why data quality determines AI accuracy: how matching remittances, invoices, POs, ERP data, retailer portal data, and proof of delivery lets agents validate claims and win disputes.
  • A hybrid deduction lifecycle: five stages (ingest, code, validate, work, recover) where fixed-rule algorithms combined with AI agents handle the volume and your team handles the exceptions, replacing manual Excel-and-email tracking.
  • Best practices for human oversight: setting validation rules by reason code, tuning them for retailer-specific exceptions, and keeping people in the loop on high-value disputes.
  • The KPIs that show AI is working: auto-coding rate, validation accuracy, cycle time, manual effort reduction, and recovered dollars.
  • Turning deduction data into prevention: how root cause analytics pinpoints the SKUs, carriers, and internal processes behind recurring deductions, and how Valence's MCP layer lets your teams query deduction data in plain English and get answers in seconds.

Speakers

Mahmood Khan
Greg Mullen
Vice President of Sales & Partnerships, Valence Intelligence

Questions people ask

Who is this webinar for?

Finance, AR, and deductions leaders at CPG brands selling to major retailers, especially teams evaluating AI for deductions management.

Which retailers will you cover?

Walmart, Amazon, Costco, Target, Kroger, CVS, Dollar General, and C&S, including how each differs in deduction data, terms, and dispute mechanics, and how AI agents account for those differences.

We already have a deductions process in place. Is this still relevant?

Yes. Even with established processes, many teams still chase remittances, portals, and PODs by hand in Excel and email. This session covers where AI agents can take over coding, validation, and dispute filing, and how to introduce AI alongside the process you already have.

How does ERP data fit in?

AI agents are only as accurate as the data they validate against. ERP data such as invoices, POs, and shipment terms is essential. We'll show why rules like Walmart's cash discount policy can't be validated without it.

Will this be a product demo?

The session focuses on AI best practices and retailer insights you can apply right away. We'll also show how Valence Agents put them into practice.

Is there a cost to attend?

No, the webinar is free.

Will a recording be available?

Yes. All registrants will receive the recording, even if they can't attend live.