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Stop sending cash out the door. Find revenue leakage early across systems, documents, and recurring reports.
Start with one scoped workflow. Prove value in 6–12 weeks.
Stop sending cash out the door in high-volume commerce
B2C leakage is rarely one big mistake. It is thousands of small ones: promo stacking, duplicate charges, inconsistent refunds, shipping cost drift, and subscription billing noise. Vayom AI highlights the exact transactions driving margin loss, with evidence you can click back to.
Leakage Map
B2C Function 1: Promo and discount integrity
Promo stacking and policy drift quietly push margin down. This workflow shows where discounts exceed policy, where promo codes are abused, and where channel pricing breaks consistency.
- Surfaces orders where applied discounts do not align to current promo rules and eligibility.
- Groups repeat patterns by code, customer segment, product, and channel so teams fix root cause.
- Outputs a clean list of "what happened, where, and why," ready for review.
B2C Function 2: Duplicate charges and duplicate refunds
High volume payment retries, gateway timeouts, and repeat submissions can create duplicate charges or duplicate refunds.
- Identifies potential duplicates across payment processors and order systems.
- Ties each flagged item to the original order, payment event, and refund transaction.
- Reduces customer frustration by routing only high-confidence exceptions to review.
B2C Function 3: Returns and refund accuracy
Returns are where margin disappears if reasons, policies, and outcomes are inconsistent. This workflow highlights repeat refunds and out-of-policy approvals.
- Summarizes return reasons and outcomes with clear evidence for each case.
- Highlights outliers by product, warehouse, carrier, and customer segment.
- Flags cases for repeat behavior, process gaps, or policy misalignment.
B2C Function 4: Shipping cost and fulfillment leakage
Shipping overcharges and fulfillment mismatches quietly drain cash. This workflow compares expected vs actual shipping costs.
- Finds shipments where carrier charges exceed expected rates by zone and weight.
- Highlights split shipments and service level errors tied to refund impact.
- Outputs an action list for logistics teams: dispute or renegotiate.
| Expected | Actual | Variance |
|---|---|---|
| $8.40 | $12.50 | +$4.10 |
B2C Function 5: Subscription billing hygiene
Subscription businesses leak cash through failed renewals and billing noise that reduces retained revenue.
- Identifies failed renewals, repeated charge attempts, and duplicate credits.
- Groups issues by plan and cohort to fix the biggest drivers first.
- Creates prioritized "recover now" and "prevent next cycle" lists.
B2C Function 6: Customer service impact mapping
Support tickets and complaints are early indicators of future refunds and churn. This workflow connects signals to revenue impact.
- Links complaint themes to downstream outcomes like refunds and chargebacks.
- Highlights accounts and products with rising service friction.
- Produces weekly "top drivers" summary with interaction drill-down.
Customer Service Data Signals
Turn support conversations into early-warning signals for churn, refunds, and reputation.
Traditional reporting tracks handle time and SLAs, but misses what customers actually experienced. This converts calls, tickets, and chats into structured signals that downstream teams can act on.
Experience risk signals
from transcripts and text artifacts across channels (voice, tickets, messaging, chatbots).
Consistency, not anecdotes
a fixed set of metrics per interaction, including agent tactics tied to outcomes.
Actionable patterns
like confusion, escalation intent, empathy, clarity, and de-escalation signals.
Prioritize fixes
by theme, product, policy, or segment using the structured interaction signals.
Route at-risk customers
and high-friction issues to the right owner before they cascade.
Coach and standardize
service motion using tactic effectiveness outcomes (what worked, what did not).
Stop sending cash out the door across contracts, pricing, and billing
In B2B, cash walks out the door when contract terms live in PDFs, pricing lives in spreadsheets, and invoices live in ERP. Vayom AI brings them together so teams can spot leakage early, fix it before close, and keep a clean trail of proof.
Deal-to-cash timeline
B2B Function 1: Contract-to-invoice compliance
This workflow confirms that what you billed matches what you agreed to. It highlights pricing drift, expired discounts, and missed surcharges.
- Shows contract excerpt next to invoice line items that deviate.
- Handles naming variations across customers and subsidiaries.
- Outputs a prioritized list to correct before financial close.
B2B Function 2: Discount governance
Unauthorized discounts create margin leakage. This workflow surfaces exceptions early and makes cumulative impact visible.
- Flags discounts exceeding policy thresholds.
- Summarizes exposure by region, segment, and rep.
- Supports faster approvals by showing deviations.
B2B Function 3: Transaction deduplication (B2B)
Duplicate invoices, duplicate credits, and repeated payments are direct cash leakage. This workflow detects duplicates across AR activity and stops cash from leaving twice.
- Detects potential duplicates across invoices, credit memos, payments, even without perfect reference matches.
- Groups duplicates into a single review bundle with supporting record links.
- Reduces write-offs by catching issues before they cascade into disputes.
Duplicate Cluster: CL-902
B2B Function 4: Transaction validation (B2B)
Validation prevents incorrect billing before it becomes customer friction. This workflow checks invoice lines against contracted price lists, discount rules, and effective dates.
- Validates price, discount, and fee logic against the active agreement.
- Highlights exceptions with specific contract reference and failed fields.
- Outputs an "Approve / Flag / Resolve" queue for quick resolution.
| Account | Rule Violated | Status |
|---|---|---|
| Global Ltd | Mismatched Tier Price | Flagged |
B2B Function 5: Rebates, incentives, and deductions control
Rebate claims and deductions can quietly drain cash when eligibility and documentation are inconsistent. This workflow ties claims to contract terms and records.
- Identifies unsupported claims or those exceeding eligibility.
- Highlights deduction patterns increasing for specific accounts or product lines.
- Provides a clean package for recovery: what is valid, what is not, and why.
B2B Function 6: Payment terms and cash collection leakage
Late payments and missed early-pay discounts create cash flow drag. This workflow surfaces patterns early and ties them back to accounts and terms.
- Identifies incorrectly taken early-pay discounts and worsening late-pay behavior.
- Highlights accounts with frequent short-pays or recurring deductions.
- Outputs a prioritized AR follow-up list with supporting evidence.
Acme Corp Timeline
B2B Function 7: Channel partner compliance
Channel leakage happens when partner terms, pricing, and territory rules are not followed. This workflow monitors adherence and exposes exceptions.
- Flags transactions violating channel pricing, territory, or agreement terms.
- Aggregates exceptions by partner and region to spot systematic drift.
- Supports partner conversations with shareable, evidence-backed reviews.
B2B Function 8: Revenue readiness and audit trail
Close gets painful when teams cannot show the "why" behind numbers. This workflow keeps revenue-relevant decisions traceable and review-ready.
- Captures trail of what changed, who reviewed it, and supporting records.
- Helps resolve mismatches early instead of during high-pressure close cycles.
- Provides audit-ready summaries without spreadsheet back-and-forth.
One truth across teams, with proof attached
Revenue Intelligence is not just for Finance. Vayom AI unifies the evidence layer across the entire business, so every function moves from question to action with the same trusted foundation.
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