# Retail, hospitality and consumer

> Sumarity for retail, hospitality and consumer: standard workflows with every judgement checked.

Source: https://www.sumarity.ai/industries/retail/

Retail, hospitality and consumer 

# Retail, hospitality and consumer: the doubts, not the drudgery.

Takings, card and delivery-platform payouts, marketplace settlements, rebates and refunds: many sites, many payers, small amounts that add up.

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What teams tell us

## Where the time goes

Takings that don't match the bank

Platform payouts with fees and refunds no one checks

Supplier rebates earned but never claimed

Workflows

## Standard workflows for retail and hospitality

6 workflows · Proven by code: 5 · Vetoed by code: 1

### Daily takings reconciliation (tills, cards, cash, bank)

Which deposits cover which days and sites

Proven by code

### Delivery platform payout reconciliation

Orders, commissions, refunds in each payout

Proven by code

### Marketplace payout reconciliation (Amazon, Shopify)

Sales, fees, returns, reserves in each payout

Proven by code

### Supplier rebates and promotional allowances

Rebate earned under which agreement

Proven by code

### Returns and refund review

Policy met; abuse indicators

Vetoed by code

### Gift card and voucher liability

Which balances are live, expired, redeemed

Proven by code  

Questions

## What buyers ask

Which process should we start with?

The one with the most items your team checks by hand and a clear way to tell right from wrong: usually a reconciliation or a matching process. Its judgements are proven by code, so most settle without a person.

Do you connect to our systems?

Files in any layout (spreadsheets, CSV, PDF, bank formats), e-mail inboxes and folders, and an API for software. Connectors for particular systems are built as customers need them.

How long does a pilot take?

A few weeks alongside your own process, on your own data, at our cost. It ends in a line-by-line comparison: what it settled, what it sent to people, what it caught, and the time it took.

## Bring one retail and hospitality process. Run it alongside yours.

We design it with your expert, run it in parallel, and show you the comparison.

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