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Partner Settlements

Partner Settlements

Calculate partner settlements before money moves

Turn source revenue and partner terms into reviewed obligations, statements, and payment-ready exports. Allocora preserves the calculation evidence; your external payout rail or AP process moves the money.

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Synthetic Partner Settlement

Eligible

$32,000

Obligation

$27,500

Status

Reviewed

Program fee 10% $3,200.00 Deducted

Reserve 2.5% $800.00 Held

Partner allocations $27,500.00 Reconciled

Direct Answers

What teams usually need to know first

What is partner settlement software?

Partner settlement software calculates what each partner is owed from source revenue, contract rules, adjustments, and review decisions before any payout rail or AP process moves money.

What evidence should be saved?

A defensible settlement should preserve the source rows, mapped partner, rule version, calculation run, statement output, export file, and later payout confirmation reconciliation.

How does Allocora fit?

Allocora is the calculation and evidence layer. Teams use it to calculate partner obligations, generate statements, and export payment-ready files for external payout workflows.

Partner commission tracking Problem-led page for partner commission workflows. Impact partner close workflow Finance close after partner-platform tracking. Tiered commission calculator Model thresholds and refund holds. Payout CSV guide Plan export fields for external payout workflows. Audit-ready settlements See how settlement evidence is preserved.

Worked Example

Synthetic monthly partner settlement — not customer data

A finance team reviews $32,000.00 in eligible partner revenue, applies the agreed fee, reserve, and refund adjustment, then allocates the exact remaining obligation across three partners.

$32,000.00 - $3,200.00 - $800.00 - $500.00 = $27,500.00

Eligible partner revenue: $32,000.00
Program fee deducted (10%): $3,200.00
Refund reserve held (2.5%): $800.00
Approved refund adjustment: -$500.00
Settlement obligation pool: $27,500.00
North Partner (60%): $16,500.00
Central Partner (25%): $6,875.00
West Partner (15%): $4,125.00

The three partner obligations sum exactly to $27,500.00. Allocora records the reviewed calculation and partner-level evidence; an external payout rail or AP process executes payment and its confirmation can be reconciled afterward.

This simplified USD example applies the 10% fee and 2.5% reserve to eligible revenue before a -$500.00 signed adjustment. Actual contracts control eligible revenue, rates, holds, and adjustments.

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Problem

Partner payouts become hard to defend when logic is manual

Allocora keeps revenue settlement work in controlled workflows instead of scattered spreadsheets, side notes, and manual payout files.

Partner terms differ by product, period, revenue source, metadata, or contract context.

Disputes take longer when the team cannot show which rule produced each payout line.

Manual statement creation causes partner-facing files to drift from finance-reviewed totals.

Workflow

From source revenue to reviewed settlement output

01
Create payees for partners, sellers, affiliates, or contractors.
02
Define partner-specific rules with effective dates and priorities.
03
Simulate outcomes before close using the shared rule evaluator.
04
Run calculation jobs and review payee-level outputs.
05
Lock reviewed runs and generate partner statements or export bundles.

Product Fit

What Allocora brings to this workflow

Allocora calculates and governs settlement logic before payout execution. It produces reviewed outputs for finance workflows and payout rails; it does not move money.

Allocora calculates and evidences partner obligations. It does not execute payments; an external payout rail or AP process moves money, and its confirmation can be reconciled afterward.

Versioned payees and rules

Rule simulation before close

Conflict checks for ambiguous active rules

Locked calculation runs for statement generation

Audit trail across imports, rules, runs, and exports

Examples

Common settlement scenarios

Channel partner settlement cycles

Referral or reseller payout review

Contractor and contributor settlement workflows

Start calculating partner settlements

Create a free workspace, explore sample data, and review calculation outputs before payout movement.