Four pillars. One platform.
Co-op fund management, rebates and SPIFFs, brand-safe ad creation, and asset management — connected into a closed-loop system that turns partner marketing spend into measurable growth.
67% of B2B partner ecosystem leaders expect indirect revenue to grow 30%+ this year. The brands that win are the ones with the infrastructure to manage it.
Forrester Partner Ecosystem Marketing Survey, 2025
Co-op & MDF Fund Management
Every dollar tracked from allocation to ROI
Brands allocate millions in co-op and MDF each year — but most can't tell you what happened to the money. BrandFlex replaces spreadsheets and email chains with a system where every dollar has a destination, every claim has a trail, and every payout is justified.
The co-op lifecycle
Allocate
Rule-based fund allocation with per-partner budgets and eligibility gates
Enroll
Partners enroll in programs they qualify for with approval workflows
Execute
Partners launch campaigns using pre-approved brand assets and templates
Claim
Partners submit claims with proof-of-performance documentation
Validate
Auto-approve under threshold, route exceptions for manual review
Pay
Approved claims disbursed with full audit trail and GL reconciliation
- Per-partner budgets
- Allocate co-op and MDF budgets by partner tier, region, product line, or custom rules. Partners see their real-time balance and know exactly what they can spend.
- Claims & validation
- Partners submit claims with proof-of-performance. Auto-approval rules handle claims under threshold; exceptions route for manual review. No more email chains.
- Fiscal period controls
- Manage fund periods with configurable rollover, forfeiture, and reconciliation rules. Close books clean at period end with automated utilization reports.
- Preapproval workflows
- Partners request upfront approval before they spend. Route preapprovals through configurable review chains so there are no surprises at claim time.
- Document processing
- Receipt and invoice capture with document intelligence. Extract amounts, dates, and vendor details automatically to speed claim validation.
- Utilization analytics
- Real-time fund utilization rates, partner participation trends, and period-over-period comparisons. Know where your co-op dollars are driving results — and where they're not.
Rebates & SPIFFs
Co-op pushes dollars out. Incentives pull performance in.
Rebates reward partners for hitting volume and growth targets. SPIFFs drive immediate sales action at the rep level. Together with co-op, they form a complete incentive system — and BrandFlex manages all three in one platform.
Volume Rebates
Partners earn rebates based on purchase volume, growth targets, or custom metrics. Replace quarterly spreadsheet reconciliation with real-time accrual tracking and automated period-end calculations.
- Tiered earning rates with configurable thresholds and multipliers
- Real-time accrual tracking — partners see earnings as they accumulate
- Automated period-end calculations with multi-currency settlement
- ERP and finance system integration for seamless settlement
Purchase → Accrue → Calculate → Settle
SPIFFs
Immediate per-sale bonuses that drive rep-level action. Define promotions with per-person and budget caps, verify proof-of-sale, and pay out via direct deposit, gift card, or portal credit.
- Configurable promotions with product, region, and time-window scoping
- Per-person and per-program budget caps with real-time enforcement
- Proof-of-sale verification with document capture
- Multiple payout methods: direct deposit, gift card, or portal credit
Sell → Claim → Verify → Pay
Brand Asset Management
The reason partners can launch fast — and stay on brand
Without centralized assets, every campaign starts with a partner emailing "can you send me the latest logo?" Asset management is the connective tissue that makes partner campaigns compliant and fast — turning execution from a bottleneck into a launchpad.
- Organized asset libraries
- Logos, templates, campaign kits, and brand guidelines — organized into libraries, versioned, and tagged for instant discovery by partners.
- Product line scoping
- A dealer authorized for Brand A never sees Brand B's assets. Product line taxonomies scope every asset to the right brand, division, and partner segment.
- Version control & compliance
- Every change creates a new version. Roll back to any previous state. Usage tracking shows which partners used which assets in which campaigns — proof of compliance at audit time.
- CDN delivery
- Assets served from a global CDN so partners in any region get fast downloads. Bandwidth and access metrics show real usage, not just uploads.
- Campaign integration
- Assets link directly into campaign execution. When a partner builds an email or ad, they pull from the same controlled library — no rogue logos, no outdated templates.
- Audit-ready reporting
- Every download, every usage, every version change is logged. Generate compliance reports showing exactly which assets were used by which partners in which campaigns.
Ad Builder
Brand-safe ads at partner scale
Partners need to create local ads. Brands can't risk off-brand creative. Ad Builder lets partners customize templates within enforced guardrails, validate against compliance rules in real time, and publish directly to ad networks — with co-op budget validation built in.
- Visual editor with compliance
- Drag-and-drop ad creation with locked regions, brand rules, and channel presets for social, display, email, and print. Compliance is validated before review, not after.
- Co-op budget linkage
- Real-time budget validation before publish. The system checks co-op eligibility, validates available funds, and auto-generates a claim when the campaign goes live.
- Multi-channel publishing
- Publish directly to Meta Ads and Google Ads, or export to PNG, HTML, and PDF. Bulk generation creates localized variants for hundreds of partners in a single batch.
Powered By
Enterprise infrastructure under the hood
Co-op, rebates, and assets run on shared infrastructure purpose-built for partner marketing at scale. These capabilities work together — you don't assemble them yourself.
Partner Enrollment
Self-service program sign-up with enrollment periods, eligibility logic, agency selection, and auto-provisioning of fund accounts and agreements.
Email & Campaigns
Transactional and marketing email with template rendering, open/click tracking, and deliverability monitoring.
Partner CRM
Contact and company management, segmentation, lifecycle tracking, and campaign targeting across your partner network.
Integrations
Pre-built connectors for CRM, ERP, and finance systems. Webhook infrastructure with HMAC signing and delivery tracking.
Billing & Subscriptions
Usage metering, invoicing, and payment processing. Manage partner billing alongside your incentive programs.
Built for Enterprise
Designed for the complexity of real partner networks
- Multi-region, multi-brand, multi-currency
- Divisions operate independently with their own programs, fiscal periods, and localized portal experience. North America in USD, Europe in EUR, APAC in JPY — all under one roof.
- Product line scoping
- Product line taxonomies scope every fund, rebate program, asset, and campaign to the right brand and partner segment — so a dealer authorized for Brand A never claims against Brand B's budget.
- Enterprise governance
- Role-based permissions, organization-level access control, full audit logs, and SOC 2 Type II compliance. Every claim, approval, calculation, and payout is logged and traceable.
- Connect to your existing systems
- Pre-built connectors for CRM, ERP, marketing platforms, and finance systems. Webhook infrastructure with HMAC signing and delivery tracking. Import transaction data via CSV, API, or real-time integration sync.
See the platform in action
Book a 30-minute demo and we'll walk through your specific use case — whether it's co-op fund management, rebate automation, ad creation, asset compliance, or all four.