SPIFF TRACKING SOFTWARE
Automate Spiff Claims, Validation & Payment
Replace spreadsheets with a platform that scales across hundreds of dealers and thousands of reps. From claim submission to payment in days, not weeks.
- ✓ Auto-validate claims against shipment data
- ✓ Mobile claim entry with photo & barcode capture
- ✓ Pay by ACH, card, Zelle, or check
- ✓ Year-end 1099 reporting built in

Spiff Programs That Run Themselves
Manufacturers and distributors use spiffs to motivate channel sales reps. But the administrative overhead can consume your team as the program grows.
⚡ Automated Adjudication
Claims matched against shipment or invoice data by serial number, SKU, or invoice number. Instant validation replaces manual review.
📱 Mobile & Web Claim Entry
Reps submit via SpiffCapture (iOS/Android) or web quick-card. Photo evidence, barcode scanning, and minimal required fields.
🏢 Dealer & Rep Hierarchy
Parent-child relationships with multi-branch teaming. Eligibility controlled at every level — dealer, branch, and individual rep.
💰 Flexible Payout Rules
Fixed per unit, percentage of invoice, tiered rates by volume, multipliers for promos, and bonuses for hitting thresholds.
💳 Payment Processing
Batch approved claims and feed to payment provider. Support for Zelle, prepaid cards, reloadable cards, ACH, and check.
📋 1099 Tax Reporting
Track annual payment totals per rep automatically. Generate 1099-MISC reports when IRS thresholds are exceeded. W9 at registration.
Industries Using Our Spiff Tracking
Manufacturers → Contractors
Manufacturers → Showroom Reps
Manufacturers → Designers
Manufacturers → Plumbers
Distributors → Contractor Reps
Utilities → Trade Allies
Spiff Program FAQ
How fast can we launch a spiff program?
New programs typically launch in 2–4 weeks from kickoff, including configuration, testing, and participant communications. Modifications to existing programs go live in 1–2 business days. Emergency changes can be same-day. New to spiff programs? Read our guide on what spiff management is and how it works.
How do you handle W-9 and tax compliance?
Tax compliance is built into the platform — not a bolt-on. Participants complete W-9 information electronically during enrollment. The system tracks cumulative payments against the $600 IRS threshold, verifies TINs, flags backup withholding, and generates 1099s at year-end. All tax documents are encrypted (AES-256) and audit-ready.
Can we set different payouts per retailer or dealer?
Yes. Each retailer or dealer group can have unique award structures, eligible products, payout tiers, caps, and date ranges — all configured through the admin portal with no custom development. You can also organize retailers into groups with group-level defaults and individual overrides.
What reward types are supported?
Direct spiff payments, virtual prepaid cards (Visa/Mastercard, delivered instantly via email), physical branded cards, contest and bonus promotions, volume multipliers, and threshold-based rewards. Multiple programs can run simultaneously — associates earn from baseline spiffs and promotional bonuses on the same sale.
How are spiff claims verified?
Claims go through a configurable workflow: submission, review, approval, and payment. Claims can be auto-approved based on rules (verified retailer, known SKU, within program dates) or routed for manual review. The platform includes automatic duplicate detection, velocity checks for unusual volume, and cross-reference validation against product eligibility.
How fast do participants get paid?
Virtual prepaid cards are delivered same-day or next business day after claim approval. Physical cards ship in 5–7 business days. Participants can track claim status and payment history through the self-service portal in real time. See our comparison of spiff payment methods for a full breakdown of delivery options and trade-offs.
What reporting and analytics are included?
Real-time dashboards with program activity by retailer, store, and associate. Claims by product and category, payout summaries by period, budget tracking with spend forecasting, and ROI calculations. Reports export to CSV, Excel, and PDF, and can be scheduled for automatic delivery. Our AI-powered analytics engine (Incentit IQ) adds natural-language querying and custom report building on top of your program data. For teams that need programmatic access, our Partner API provides full integration with your internal systems.
Is the platform secure?
SOC 2 Type II certified infrastructure, PCI DSS compliant card processing, AES-256 encryption for sensitive data at rest, TLS 1.2+ for data in transit. Hosted on AWS with multi-availability-zone deployment, annual penetration testing, and CCPA compliant data handling. Read more about how we protect your data.
Ready to Automate Spiff Tracking?
See the full flow from shipment upload through claim validation and payment in a live 30-minute demo.
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