Every dollar tracked from allocation to ROI
Brands allocate millions in co-op and MDF every year. Most can't tell you what happened to the money. BrandFlex replaces spreadsheets, email chains, and quarterly reconciliation with a closed-loop system where every dollar has a destination and every claim has a trail.
67%
of B2B leaders expect indirect revenue through partners to grow 30%+ year-over-year
Forrester Partner Ecosystem Marketing Survey, 2025
60%
of B2B revenue comes from existing customers — increasingly through channel partners
Forrester, 2026
The co-op lifecycle, end to end
From the moment you allocate funds to the moment you measure campaign ROI — every step feeds into the next.
Allocate
Set fund budgets by partner, tier, product line, or region. Rules engine distributes automatically based on your criteria.
Enroll
Partners opt in to programs. Eligibility gates ensure only qualified partners access funds they're authorized for.
Execute
Partners launch campaigns using approved assets. Preapproval workflows authorize spend before money goes out the door.
Claim
Partners submit claims with proof-of-performance. Auto-approval rules process clean claims instantly; exceptions route to reviewers.
Pay Out
Approved claims trigger payouts on your schedule. Balances update in real time for brands and partners alike.
Report
Utilization rates, campaign performance, and ROI — all visible without a single spreadsheet pivot table.
Built for how co-op actually works
Not a generic workflow tool with co-op bolted on — purpose-built for fund management from day one.
Rule-Based Fund Allocation
Set per-partner budgets by tier, product line, geography, or custom criteria. Distribute automatically when fiscal periods open.
Partner Eligibility Gates
Control which partners can access which programs. Certification requirements, sales thresholds, and tier qualifications enforced automatically.
Preapproval Workflows
Authorize spend before it happens. Partners submit campaign plans for approval — you control the budget before money goes out the door.
Claim Submission & Proof-of-Performance
Partners upload invoices, screenshots, media placements, and receipts. Everything tied to the original preapproval and fund allocation.
Auto-Approval with Escalation
Clean claims that meet all rules get approved instantly. Anything that doesn't match routes to the right reviewer — no bottlenecks.
Fiscal Period Management
Rollover unused funds, forfeit expired balances, reconcile at period close. Configurable per program, per partner tier.
Real-Time Balance Visibility
Brands see utilization rates across the entire network. Partners see their available balance, pending claims, and payout history.
Audit Trail
Every allocation, claim, approval, rejection, and payout is logged with timestamps, actors, and reasons. SOC 2 ready out of the box.
Partners enroll themselves
Stop manually creating fund accounts for every partner. Open enrollment periods, let partners browse available programs, and auto-provision accounts when they're approved.
Enrollment Periods
Define open and close dates for program sign-up. Optional grace periods for late enrollment. Capacity caps when budgets are limited.
Program Catalog
Partners browse available co-op programs they qualify for — with descriptions, allocation amounts, and requirements — all in one place.
Form-Driven Data Collection
Attach custom forms to each program. Collect business plans, marketing commitments, agency preferences, and any data you need before approving.
Eligibility & Approval Logic
Rules engine evaluates partner eligibility automatically. Auto-approve qualifying partners or route to reviewers based on your criteria.
Agency Selection
Pre-approve agencies per program. Partners select their preferred agency during enrollment — agencies gain visibility into their enrolled dealers.
Auto-Provisioning
Approved enrollments automatically create fund accounts with the right budget, rules, and access. No manual setup required.
Built for the people who run partner programs
VP Channel Marketing
See utilization rates across the entire partner network. Know which programs drive revenue and which ones waste budget.
Partner Program Manager
Stop chasing claims by email. Manage eligibility, approvals, and payouts from one dashboard instead of five spreadsheets.
Channel Operations
Automate the rules that used to live in your head. Eligibility gates, approval workflows, and fiscal period management — all configurable.
Stop guessing where the money went
Book a demo and we'll walk through how BrandFlex manages co-op and MDF funds for your partner network — from allocation to ROI.