SOP: Monthly payout reconciliation with a network

SOP: Monthly payout reconciliation with a network

Run this on the first business day after the network's billing cycle closes.

Stage 1 — Gather
☐ Export your tracker's conversion count for the period (Owner: finance owner)
☐ Download the network's statement for the same window and timezone
☐ Align both to the same conversion definition

Stage 2 — Compare
☐ Match totals per offer, not just the grand total
☐ List every discrepancy over 3% with the offer name
☐ Separate scrubbed conversions from missing ones

Stage 3 — Resolve
☐ Open one dispute ticket per offer, with click IDs attached
☐ Set a follow-up date five business days out
☐ Record the agreed figure once settled

Owner: whoever owns finance, never the buyer alone. Trigger: billing cycle closes. Done-when: every discrepancy over 3% has a dispute ticket or a logged explanation.

Save this. Run it every time.