Automate Retailer, Customer & Carrier Portals

Carixa PortalExchange™ monitors retailer, customer, carrier, and trading partner systems to retrieve claims, deductions, PODs, remittance data, and critical documents—eliminating manual effort while accelerating recovery and cash flow.

Eliminate Manual Portal Work

Finance and operations teams spend countless hours logging into retailer, customer, carrier, and vendor portals to retrieve deductions, claims, proofs of delivery, remittance details, compliance notifications, and other critical documents.

Carixa PortalExchange™ automates these repetitive activities using robotic process automation (RPA), intelligent document processing (IDP), machine learning, and emerging AI-assisted capabilities.

Rather than relying on employees to manually search, download, upload, reconcile, and monitor trading partner systems, Carixa continuously performs these activities automatically, ensuring critical information is captured, routed, reconciled, and acted upon without delay.

Automation for routine tasks. Human expertise for critical decisions.

Carixa PortalExchange™

Retail Deduction Portals. PortalExchange™ automatically connects to customer and carrier portals, to extract, interpret, complete, or re-assign claims, deductions, proofs of deliveries, and other documents you need to head off deductions and accelerate your cash flow. PortalExchange™ also disputes claims by uploading and responding autonomously for optimal revenue loss prevention.

We service all major retailers in  North America including Walmart, Amazon, Costco, The Home Depot, Kroger., Target, CVS Health, Walgreens, Lowe's, Albertsons, Best Buy, Ahold Delhaize USA, Dollar General, Macy's, Ulta, Loblaws, Sobeys, Metro, etc.

Customer Systems: Automatically retrieve: Remittance details, Debit memos, Dispute notifications, Missing invoice alerts, Chargeback documentation

3PL, Carrier & Logistics Systems:Automatically retrieve Proofs of Delivery, Shipment confirmations, Delivery exceptions, Freight claims, Tracking updates

Carixa PortalExchange™ is a turnkey service managed by our team, so whatever your need to streamline access to trading partner systems, we can provide a scalable, custom solution to meet your needs.

Carixa PortalExchange Features

  • Upload/download/transmit documents and data
  • Acquire pre-deduction notices before they are deducted
  • Acquire claims, rebates, and return details from customer and processing centers
  • Reconcile claims - deductions with receiving data
  • Identify skipped invoices and automatically submit copies
  • Acquire PODs from carriers and transmit them to the customer
  • Monitor customer systems to verify the timing of upcoming payments
  • Acquire and track Reseller Sales Tax Certificates
  • Obtain digital documents from any source
  • Obtain/append documents attached to Invoices, deductions, contracts, or workflows
  • Acquire, then convert EDI data to your internal formats, codes, and custom forms
  • Access Customer Portals for documents

Vendor Portal Automation

Carixa PortalExchange™ Product Details

Autonomously Fetch, Reconcile, Dispute, and Prevent Retailer Claims & Deductions

No longer will your staff need to burn time, manually navigating to customer and carrier sites. No more endless logging on, searching, downloading, cutting, pasting and printing documents or file data.

Carixa Robotics Processing Automation (RPA) software reduces the burden on your team by off-loading the low-value repetitive, simple tasks for accurate reconciliation automation.

  • Retrieving/exchanging data, deduction notifications, debit memos, skipped invoice alerts, etc., with ERP systems, internally and with customers and other partners
  • Validating the data between systems
  • Reconciling line-level detail from web portals
  • Uploading documentation to customer/retailer portals
  • Downloading (and append/forward) documents from ERP, retailer, and carrier web portals for use in collection systems
  • Smart Actions, Workflows, Escalations using AI and best-practice rules and policies
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