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Parityby Integrity

The clearinghouse platform for enterprise program funds

Every program dollar, accounted for.

Parity brings co-op, incentive, voucher, rebate, ad-hoc and card payments into one controlled operating model — with real-time visibility into every program pool, approvals that follow your hierarchy, and reconciliation to the penny.

Talk to our teamSee how it works

Our team has managed enterprise program funds at Fortune Global 500 scale since 2003.

  • Integrity is SOC 2 Type II audited request the report
  • Segregated custodial accounts
  • Dual-control payment release
  • Hash-chained audit trail
Program archetypes
5
Co-op, volume incentive, voucher and rebate, ad-hoc and card
Configurable modules
16
Switched on per program, from a template
Payment methods
6
ACH, wire, check, Canadian EFT, Interac e-Transfer and virtual card
Bank-to-ledger difference
$0.00
The standard for every monthly reconciliation

Who it's for

For the people who answer for the money.

Finance, treasury and internal audit get audited controls and one reconciled ledger. The managers who run the programs get one platform and a team that does the work.

  • Finance

    Controllers, CFOs and treasury

    • One ledger for co-op, incentives, vouchers and rebates, ad-hoc payments and cards
    • Segregated custodial accounts, verified daily and reconciled to the bank monthly
    • Funding, commitments and available balances by program and funding owner, live

  • Audit

    Internal audit and compliance

    • Integrity's SOC 2 Type II report, available under NDA
    • Dual-control release, segregation of duties, sanctions screening and TIN matching, enforced by the platform
    • A tamper-evident audit log, with read-only access to every record and decision

  • Program owners

    Marketing managers who run the programs

    • Every program type on one platform, configured from templates
    • Approvals that follow your hierarchy, with delegation
    • A dedicated Integrity team that validates, pays, reconciles and supports payees

One accountable supplier. Integrity builds the platform, runs the clearinghouse team and owns the service levels.

Program coverage

Built for the programs you run.

Five program archetypes cover the co-op, incentive, rebate, one-off and card payments an enterprise marketing organization funds each year.

Each runs with its own rules, approvals and funding — and shares one ledger, one audit trail and one set of reports with every other program.Sample configurations show illustrative data.

  • Joint marketing / co-op

    Distributor and retailer co-op, marketing development funds (MDF) and local marketing funds

    Participants earn accruals on qualifying purchases and claim reimbursement for eligible marketing — with proof that it ran.

    Sample configuration: 3% accrual · 50% reimbursement · $50,000 cap

    • Accrual balances by participant
    • Claims with proof of performance and brand-compliance review
    • Reimbursement rates, per-claim caps and claim windows

  • Volume incentives

    Per-unit, tiered and growth incentives

    Per-unit incentives paid to manufacturers and participating companies against reported units, at the rate their volume tier has earned.

    Sample configuration: Base / Silver / Gold · $38–$52 per unit

    • Volume tiers and per-unit rates
    • Unit reports with serial-number validation
    • Duplicate-unit and reasonableness checks

  • Vouchers & rebates

    Retail voucher clearing, consumer and mail-in rebates

    Redemptions cleared in batches; retailers are reimbursed face value plus a 1.5% processor fee once the marketing manager approves.

    Sample configuration: 1.5% processor fee · 40 per store per day

    • Redemption clearing and offer-code validation
    • Anomaly detection — duplicate serials and store velocity
    • Processor fees, and consumer payouts by check or ACH

  • Ad-hoc & incidental payments

    Sponsorships, promotional allowances, goodwill, creators

    One-off payments to payees of any size, requested and approved by the managers who own the budget.

    Sample configuration: Paid on approval · finance from $10,000

    • Manager-approved payment requests with justification
    • Approval routing by amount and funding owner
    • Onboarding, tax forms and screening before first payment

  • Card-based spend

    Field marketing and event incidentals

    Controlled virtual cards for approved point-of-sale purchases — spend is limited before it happens, not reviewed after.

    Sample configuration: Allowed categories only · receipts over $75

    • Merchant-category blocks and loaded spend limits
    • Receipt capture and transaction review
    • Settlement into program balances and reconciliation

Platform

One platform, configured per program.

Every program is a configuration of the same sixteen modules. A new program starts from a template and is ready in weeks, not run as a software project — and it inherits the same controls, audit trail and reporting as every other program.

01

Intake

Capture requests, files and payees.

  • Submission portal

    Online payment requests, claims and invoices

  • Bulk upload

    Validated file intake with inline error correction

  • Recipient onboarding

    Invitations, profiles, bank details and verification

  • Tax documents

    Electronic W-9 / W-8, taxpayer identification number (TIN) matching, 1099 readiness

02

Decisioning

Consistent decisions, with evidence.

  • Claims & invoices

    Review workspace, supporting documents, decisions

  • Voucher & rebate clearing

    Redemption batches, anomaly detection, processor fees

  • Rules engine

    Eligibility, validation and calculation rules per program

  • Approval workflows

    Single and multi-level approvals, thresholds, delegation

03

Money movement

Fund, pay and reconcile to the penny.

  • Funding & balances

    Prefunded pools, commitments, thresholds, replenishment

  • Disbursements

    Automated Clearing House (ACH), wire, check, electronic funds transfer (EFT) and card, with status from the bank on every payment

  • Card payments

    Virtual cards with merchant controls and receipt capture

  • Reconciliation

    Bank, program and card reconciliation with close

04

Control & insight

Prevent, notify, retain and report.

  • Fraud & controls

    Duplicates, velocity, screening, bank-change controls

  • Notifications

    Event-based email and in-app notifications

  • Document management

    Secure storage, retention and audit, with access rules by user and user group

  • Reporting & dashboards

    Real-time dashboards, scheduled and ad-hoc reports

Change, governed in three tiers.

Most change is configuration, not code. Whatever the tier, a change is requested, approved by its accountable owner, versioned and written to the audit log.

CHG-2026-0418Pending approval

Raise per-claim cap from $40,000 to $50,000

Rule version 3 → 4 · awaiting funding-owner sign-off

  1. Self-service · same day

    Your administrators

    • Approval delegates and out-of-office windows
    • Balance alert thresholds
    • Notification rules and reminders
    • Card merchant-category blocks
    • Adding and removing users within assigned roles

  2. Configuration · days to weeks

    Integrity program team

    • New programs from templates
    • Eligibility, calculation and cap rules
    • Approval levels and escalation windows
    • Tier rates, eligible activities, velocity limits
    • Bulk user imports and single sign-on group mapping at onboarding

  3. Scheduled release

    Integrity engineering

    • New payment rails and bank enrollments
    • New integrations and file formats
    • Net-new product capability

How it works

How a payment moves.

Seven steps from submission to report, each with a control applied and evidence recorded. Nothing is paid until it has been validated, approved, funded and released under dual control.

  1. 01

    Submit

    Claims, invoices, voucher files and payment requests arrive by portal, file upload or API integration.

    ControlRules engine and duplicate checks on receipt

  2. 02

    Validate

    Documents, eligibility and calculations are checked; every decision reason is recorded.

    ControlFirst-line validation by the clearinghouse team

  3. 03

    Approve

    Items route by program, amount, funding owner and exception type.

    ControlMulti-level approvals with delegation and segregation of duties (SoD)

  4. 04

    Fund

    Approved amounts are committed, so available balance is always net of obligations.

    ControlCommitment against the program pool

  5. 05

    Pay

    Runs go to verified accounts, released by someone other than the preparer and paid only against cleared funds.

    ControlDual-control release · ACH, wire, check, EFT (CAD) or card

  6. 06

    Reconcile

    Bank activity is verified against the ledger every day; accounts are reconciled monthly and worked to zero.

    ControlMonthly bank-to-ledger reconciliation

  7. 07

    Report

    Funding owners, finance and audit see the same numbers, live.

    ControlReal-time dashboards and audit-ready reports

02Validate · analyst workspace

05Pay · maker-checker release

Funds control

Every dollar, accounted for.

Program funds sit in segregated custodial accounts and are tracked in sub-ledgers by program and funding owner. Transactions are verified daily, balances are reconciled to the bank monthly, and every statement ties out.

Segregated custodial accounts
Program funds are held for the benefit of your programs in custodial accounts at a partner bank, separate from operating funds.
Sub-ledgers by funding owner
Every deposit, commitment and payment is attributed to a program pool and the manager who funded it.
Prefunding that fits
Annual, quarterly or needs-based prefunding per program, by wire, ACH or an authorized debit of your account, with funding requests approved in Parity.
Thresholds and replenishment
Low-balance alerts prepare a replenishment request; at the critical threshold, new commitments pause.
Balances you can see, live
Held, committed, in approval and available for every pool and funding owner, updated as funds land and payments release.
Unused-balance treatment
Return to the funding owner at close, roll forward, or reallocate with approval — set per program.
Good-funds release
Payments go out only against funds that have cleared at the bank, never against a deposit that could still be reversed.
Bank status on every payment
Each payment is tracked from funding to settlement, and returns and corrections post to the ledger as the bank reports them.

Controls

Controls that satisfy audit.

The controls internal audit looks for are enforced by the platform, not left to procedure — and every action leaves evidence that can be independently verified.

Integrity is SOC 2 Type II audited, and the report is available under NDA. Parity's production environment is in scope for the next audit period. Internal audit gets read-only access to every record, decision and audit event.

Authorization & access

  • Segregation of duties

    Submitters can't approve their own items and preparers can't release their own runs. The platform blocks it and shows why.

  • Sign-in security

    Single sign-on (SSO) with your identity provider over SAML 2.0 or OpenID Connect, so your MFA and password policies apply. Integrity staff sign in with MFA, and payees sign in with a one-time code sent to their email.

  • Maker-checker payment release

    Every payment run needs a preparer and a separate releaser before a bank file is sent.

  • Least-privilege roles

    Role-based permissions, IP address allowlisting and quarterly user-access reviews.

  • Card merchant controls

    Merchant-category blocks and each card's loaded spend limit, enforced by the card processor at authorization.

Payee verification & payment integrity

  • Business payee verification

    Every business payee is verified before the first payment: legal name and TIN matched with the IRS (or W-8BEN-E reviewed for non-U.S. entities), address checked against the signed tax form, bank account verified and sanctions screened.

  • Sanctions screening

    Office of Foreign Assets Control (OFAC) lists, including Specially Designated Nationals (SDN), and consolidated lists — at onboarding and whenever payee details change, with the option to rescreen before every payment run.

  • IRS TIN matching

    Name and TIN validated before the first payment and whenever a W-9 changes.

  • Bank verification and cooling-off

    Accounts verified by instant bank connection, by prenote or by bank letter with call-back before use; changed bank details wait out a 72-hour cooling-off with call-back verification.

  • Duplicate and velocity controls

    Duplicate claims, invoices, voucher serials and unit serial numbers blocked; velocity limits by payee and store.

Evidence & data protection

  • Tamper-evident audit log

    Every action recorded with actor, time and before-and-after values in a SHA-256 cryptographic hash chain.

  • Evidence on demand

    Approval histories, audit events and reconciliations export to CSV or PDF for sampling.

  • Change control

    Rule and configuration changes are approved by their accountable owner, versioned and written to the audit log.

  • Encryption and masking

    Encrypted in transit and at rest; TINs and bank account numbers masked by default.

  • Seven-year retention

    Records, documents and audit events retained for seven years.

Payee experience

A better experience for payees.

Distributors, retailers, participating companies, agencies and consumers get one portal that makes it easy to be paid correctly — which means fewer calls, fewer resubmissions and faster cycle times.

Guided onboarding
Invitation-based, with electronic tax forms (W-9 or W-8BEN-E) and automatic TIN matching.
Bank account verification
Payees can connect their bank online for instant verification. Otherwise, U.S. accounts are verified with a zero-dollar ACH prenote before the first payment, and any account can be verified by bank letter with a call-back.
Live eligibility checks
Rule results and an estimated amount before a claim is submitted — so fewer come back.
Payment tracking
From approval to settlement, with trace numbers and remittance detail.
Payee support
Phone and email support from the clearinghouse team, with status and remittance detail that answer most questions first.
US and Canada
USD and CAD, with EFT and Interac e-Transfer payouts to Canadian bank accounts.

Operating model

People, process, platform.

Parity is delivered as a managed service. A dedicated Integrity clearinghouse team runs your programs on the platform — validating claims, releasing payments, reconciling accounts and supporting payees — under documented procedures and service levels agreed in your contract. Your managers keep the decisions that are theirs.

Decides

Your team

Sets program policy, funds program pools, approves payments and oversees exceptions and trends.

Operates

Integrity clearinghouse team

Validates, pays, reconciles, supports payees and reports — accountable to agreed service levels.

Enforces

Parity platform

Applies rules, limits and segregation of duties, and records every action as evidence.

People

A dedicated clearinghouse team

Program administrators
Configure programs, maintain rules and run change control.
Claims analysts
First-line validation, exception handling and payee follow-up.
Reconciliation specialists
Daily transaction verification, monthly bank reconciliation and close.
Payee support
Onboarding help and inquiry resolution.
Operations lead
Payment release, capacity planning and service reporting.

Process

Documented, measured, reviewed

Written procedures
For every program, versioned alongside its configuration.
Recorded decisions
A reason on every denial, adjustment and exception.
Close with sign-off
A month-end checklist signed by your finance team.
Monthly service review
Key performance indicator (KPI) scorecard, trends and corrective actions.
Peak planning
Staffing and cutoffs planned ahead of Q4 and Q1 volumes.

Platform

Controls enforced in software

One configuration model
Sixteen modules, templated per program.
Built-in separation
Segregation of duties and dual control, enforced — not requested.
Evidence by default
Every action written to a hash-chained audit log.
One version of the truth
Your team and ours work from the same live data.

Built and operated by Integrity — a St. Louis technology consulting and managed services firm, founded in 2001. One accountable supplier for the platform, the operations team and the service levels. Our team has managed enterprise program funds at Fortune Global 500 scale since 2003.

Migration

Migration without disruption.

Programs move in planned waves, sequenced by your key dates, data readiness and complexity. Each wave is discovered, cleansed, run in parallel for at least two payment cycles and cut over against a signed checklist — so payees are paid on time throughout.

No program cuts over on an unexplained variance. Final waves are agreed with your team during discovery, based on complexity, data readiness and program dates.

Illustrative wave plan · weeks from kickoff

  • Discover & load
  • Parallel run
  • Cutover
  • Hypercare

  1. Discovery & design · All programs

    Discover & load weeks 1–4

  2. Wave 1 · Programs with fixed dates

    Discover & load weeks 3–7Parallel run weeks 8–11Hypercare weeks 12–15Cutover week 11

  3. Wave 2 · Standard programs

    Discover & load weeks 6–11Parallel run weeks 12–16Hypercare weeks 17–20Cutover week 16

  4. Wave 3 · Complex or legacy data

    Discover & load weeks 9–15Parallel run weeks 16–20Hypercare weeks 21–24Cutover week 20

Wave length depends on each program's payment cycles and key dates.

  • Fixed dates go first

    Programs with hard dates — ownership changes, contract end dates, new launches — move in the first wave, so nothing lapses between providers.

  • Data discovery and cleansing

    Recipients, tax forms, open claims, balances and payment history are profiled, mapped, de-duplicated and validated before load.

  • Parallel runs with variance reporting

    Legacy and Parity process the same activity side by side, and every variance is explained before cutover.

  • Cutover checklists

    Opening balances, open items, payee bank details and approval policies are signed off by your team.

  • Peak-season guardrails

    Cutovers land on period boundaries, away from claim deadlines, promotion peaks and fiscal close, with peak volumes staffed for.

  • Hypercare

    30 days of daily check-ins and heightened monitoring after each wave, with a named lead until the program is stable.

FAQ

Questions evaluators ask.

Straight answers on funds, controls, configuration and launch.

Where are program funds held?
In segregated custodial accounts at a partner bank, held for the benefit of your programs and never commingled with Integrity's operating funds. Each program has its own sub-ledger by funding owner; payments are released only against funds that have cleared, transactions are verified daily and balances are reconciled to the bank monthly. The final account structure is confirmed with your treasury team.
Do you support Canada and Canadian dollars?
Yes. Canadian programs run in Canadian dollars from a Canadian custodial account, with payouts by electronic funds transfer (EFT), Interac e-Transfer, wire or check. Consolidated reporting converts to USD at a documented rate, and payee onboarding supports Canadian banking details and W-8BEN-E for non-US entities.
Can you run card programs?
Yes. Virtual cards are issued through our banking partner's card processor, single-use or reloadable. Each card carries its approved spend limit and merchant-category blocks, enforced by the card processor at authorization. Card spend settles into program balances and reconciliation, with receipt capture for review — the same ledger as every other payment. Physical cards are coming soon.
How are program rules changed?
Rules are versioned configuration, not code. A change is requested, approved by the funding owner, tested and published with an effective date. Every version stays on the record, so any past decision can be explained by the rule that applied at the time.
What requires development vs. configuration?
Three tiers. Your administrators handle delegations, thresholds, notifications and access themselves. The Integrity program team configures new programs, eligibility and calculation rules, approval levels and limits — small changes in days, new programs in weeks. Engineering releases are reserved for new payment rails, new integrations and net-new capability, and are scheduled and tested with you.
How long does it take to launch a program?
A program that starts from an existing template — co-op, volume incentive, voucher and rebate, ad-hoc or card — can typically be configured, tested and signed off in a few weeks. Programs with new calculations or legacy data to migrate are planned as part of a migration wave, with a parallel run before cutover.
How is our data protected?
Data is encrypted in transit and at rest, and TINs and bank account numbers are masked. Your users sign in through SSO under your MFA policies, Integrity staff use MFA and payees use a one-time email code, all under least-privilege roles, IP allowlisting and quarterly access reviews. Every action is written to a tamper-evident audit log, and records are retained for seven years. Integrity is SOC 2 Type II audited, and the report is available under NDA.
Can we see your SOC 2 report?
Yes. Integrity is SOC 2 Type II audited, and we share the report under a nondisclosure agreement (NDA). Parity's production environment is in scope for the next audit period. Request our SOC 2 report with the form below.
Can we keep our existing approval hierarchy?
Yes. Approval policies are configured per program — single or multi-level, by amount threshold, funding owner or exception type — with delegation, escalation windows and segregation of duties enforced by the platform. Approvers decide in Parity individually or in bulk, and every decision is recorded with its reason.

Get started

See it running on your programs.

Bring us a program — its rules, approval authorities and funding — and we'll walk you through it on Parity: from submission to approved payment, reconciled to the penny and traced in the audit log.

  • A conversation about your programs, volumes and timing
  • A walkthrough of Parity with your program types
  • A consolidation approach and proposal

Already a customer? Sign in

Need our SOC 2 report? Request it under NDA

Talk to our team

Tell us about your programs and we'll set up a conversation.

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