Marketing funds
Marketing funds & payments
MDF here is not a form. It is allocation, request, approval, activity, claim with evidence, verified bank details and payment — with your accounting system on the end of it.
Illustrative recreation of the shipped screen. Real screenshots available on request.
What it does
Pools, allocations, activity types
Define fund types and allocate to partners. Activity types are vendor-configurable, so the categories match how your program actually spends.
Claims that carry their evidence
Attachments ride the claim, and evidence is captured automatically from a linked activity where available. Comment threads sit on the request.
Bank details, encrypted and invisible
Partners enter remittance details once. They are encrypted with AES-256-GCM, and stored numbers are never returned to any browser — last four only, everywhere, including for your own staff.
A hard gate on payment
A claim can be approved without complete remittance details. It cannot be marked paid. Approved payables flow to QuickBooks Online over OAuth, with mapping management in the console.
Both sides of it
Vendor side
- Allocate funds, review claims, dispatch payables to QuickBooks Online
- File a request on a partner’s behalf, with dual attribution recorded
- Expiration reminders and submitted, approved and paid notifications
Partner side
- Request funds, run the activity, file the claim with evidence
- Enter bank details once on the Account screen — last four thereafter
- Watch the request move from submitted to approved to paid
More features
Run your partner program like a product.
Tell us how your channel works today and we'll show you the console and the portal side by side. Pricing is tailored to your program.