Committed vs. paid vs. remaining — live
The spreadsheet's fatal flaw is timing — it only knows about paid claims. This tracker counts dollars at every stage: submitted, approved, and paid, against each program's budget. The dashboard shows true remaining capacity including in-flight applications, so you see the cap coming weeks before you hit it. Month-end reconciliation exports match your GL structure.
Save adds this template to your workspace. New to SaaS eForms? Your free trial starts when you save. Customize everything once it's in.
The cap that enforces itself
Rules that watch your budget in real time: when committed dollars reach the cap, forms close or switch to waitlist mode automatically.
Lifetime limits, checked automatically
Rules that check each new application against the member's prior claims — annual and lifetime limits enforced at submission, not discovered at review.
Every program, one budget picture
A portfolio dashboard rolling all program budgets into one view — burn rates, projections, and reallocation candidates for mid-year decisions.
A full rebate program in one save
The whole rebate stack in one bundle: application form, review workflow, budget tracker, notifications, inspection form, and reporting — pre-connected.
Free with any plan · Sets up in 15 min
Incentive Budget Tracker
Free with any plan · Sets up in 15 min