How do companies automate a monthly commission run?

What changed at a 200-person leasing company

Every month, the commission run took four days of work. We sat with the people who run it, built the tool on their systems, and matched its output against their own past numbers, to the cent. The same run now takes about two hours, and a person checks the result before anyone is paid.

All three measured results from client work are in the proof on our homepage.

How it works

Every finance tool we build follows one rule: AI operates, code calculates, people approve.

1. The rules go into code. Rates, splits, tiers and exceptions are written down once, as settings your team can read and change.
2. Ordinary code does the math. The same input gives the same answer every month. AI runs the steps and reads the inputs; it never adds up anyone's pay.
3. Every run checks itself. It checks its inputs and its totals, and stops and says why rather than pass along a number it cannot defend.
4. A person approves. Nobody is paid until someone on your team signs off.

Build it, or buy commission software?

Commission software is a good fit when your plans are standard and your deal data already lives cleanly in one CRM. It is also one more system for your team to learn and pay for.

A tool built on your own systems fits when the rules are particular to your company, the data arrives as exports and spreadsheets, or you would rather not move the team onto something new. If off-the-shelf software is the better fix, we will say so on the first call.

If only one person knows how it works

Then the risk is bigger than the hours. Mapping the work writes down every step and exception. The rules end up as documented settings, in files and accounts your company owns, so the run no longer depends on one person's memory, including ours.

What it takes from your team

• About an hour with the person who runs it, to map how the work really happens, exceptions included.
• The reports they already export each month. No new system, and nothing taken offline.
• A run alongside the old way until the numbers match.
• One person to sign off each month.

When this is not the answer

• The plan changes every month and nobody can write the rules down yet. Settle the plan first.
• The run already takes an hour or two. A tool will not earn its keep.
• Your commission software already handles it well. Use it.

We will tell you which of these applies in the first 30 minutes.