Stop losing margin
to trade deductions.
Serve's agents recover revenue you already earned
AI agents for CPG teams that audit deductions, dispute chargebacks, recover short-pays, and turn messy retailer claims into clean cash back.
Recover marginIt reads every line item so you don't have to
Deductions, shortages, and chargebacks — flagged the moment they post and scored against your contracts, so you see what's actually worth fighting.
Learn more
Deductions quietly drain your margin.
Retailers deduct first and explain later. Most brands lack the time, data, and audit trail to challenge it — so valid disputes expire and invalid deductions become permanent losses.
Invalid chargebacks slip through
Compliance fines and chargebacks are issued faster than your team can validate them, so questionable deductions get paid by default.
Shortage claims go unchallenged
Claimed shortages rarely match what actually shipped, but without proof of delivery the deduction simply stands.
Promo claims are hard to verify
Off-invoice and bill-back deductions arrive months later with no clean tie-back to the deal you actually agreed to.
Deadlines expire silently
Every retailer has a dispute window. Miss it and the money is gone — and most teams never even see the clock.
No single source of truth
Deduction data is scattered across portals, EDI, and email, so no one can see how much margin is leaking or why.
See every deduction the moment it hits.
Shortage claims, promo deductions, invalid fees, and invoice mismatches — surfaced, classified, and matched to proof of delivery automatically.
From flagged to recovered, automatically.
Serve traces each chargeback, shortage, and invalid promo to resolution — and shows the cash it puts back on your P&L.
What Serve changes
Serve's agents own the deduction lifecycle. You set the guardrails; they do the work.
Stop accepting
retailer leakage
Retailers take deductions by default. Serve gives your team a second set of eyes on every short-pay, fee, claim, and chargeback before lost margin becomes permanent.
Learn moreTurn tribal knowledge
into a system
Every retailer has its own rules, portals, timelines, and dispute logic. Serve learns your playbooks and makes recovery repeatable across every account.
Learn moreMake deductions a
profit center
Instead of treating deductions as back-office cleanup, Serve turns recovery into a measurable margin lever — showing dollars found, disputed, approved, and collected.
Learn moreBuilt for enterprise from day one.
Your trade data stays secure, explainable, and permission-aware — from the first connection through every dispute and recovery.
Role-based access
People only see the accounts and deductions they're cleared for
Full observability
Every query, dispute, and recovery action is logged and exportable
Tenant isolation
Your trade data is never commingled or used to train shared models
Security that scales with your trade data, not against your team.
Explore enterprise securityLatest insights and trends
Field notes on recovering trade deductions — from connection to recovered cash.
Frequently asked questions
Everything you need to know about recovering trade deductions with Serve — from connection to recovered cash.
Still have questions?
Contact usHow does Serve connect to our deduction data?+
Serve integrates with retailer portals, EDI feeds (810/812), and your ERP, so deductions are ingested automatically — no manual exports.
Does Serve file disputes for us?+
Yes. Serve assembles the evidence packet, files the dispute in the retailer's system, and tracks it to resolution. Your team approves and oversees the work.
Which retailers do you support?+
Serve works across grocery, mass, club, and e-commerce retailers, adapting to each one's deduction codes and dispute workflows.
How quickly can we see recovered cash?+
Most teams have their first validated disputes filed within weeks of connecting their data, with recovery following each retailer's resolution timeline.
Will this replace our deductions analyst?+
No — it makes them far more effective. Serve does the repetitive audit and filing work so your team focuses on the highest-value disputes and root causes.
How is our data handled?+
Your data is encrypted in transit and at rest, isolated per customer, and never used to train shared models. See our Enterprise page for full security detail.
See what you're owed.
Book a demo and we'll show you how much trade margin Serve can recover from your deductions — using your own data.