Statement Generation

Generate clear settlement statements from calculation runs

Create payee-facing payout, royalty, partner, vendor, and seller statements from reviewed calculation runs instead of manual copy-paste files.

Statement Batch

Payees

47

PDFs

47

ZIP

Ready

Summary statement Payee totals Generated
Product statement Line detail Generated
Share link Revocable URL Ready

Problem

Payees dispute payout numbers when statements lack detail

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

A final payout amount rarely explains source revenue, deductions, rule logic, and adjustments.

Manual statement creation can drift from the calculation finance reviewed.

Historical statements become unreliable when names or products change later.

Workflow

From source revenue to reviewed settlement output

  1. 01

    Run and review a calculation period.

  2. 02

    Lock the run before generating payee statements.

  3. 03

    Create summary or product-level statement PDFs.

  4. 04

    Bundle completed statements into ZIP exports.

  5. 05

    Share or email statements while preserving audit history.

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.

Statements generated from locked runs

Snapshot-safe payee and product names

Summary and product-level statement modes

PDF artifacts, batch ZIPs, share URLs, and email delivery

Audit coverage for statement and delivery actions

Examples

Common settlement scenarios

Partner payout statements

Vendor settlement statements

Royalty or creator payout statements

Start with a governed settlement workflow

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