A financial firewall at the source.

Prevent revenue leakage and overpayments before they happen, instead of chasing the money after it is gone.

Companies lose money when they don’t collect everything they’ve earned or pay more than they actually owe. Obsidia identifies these discrepancies before the money moves.

  • Missed or Underbilled Charges: billable services were missed, or the wrong rate, quantity, or contract terms reduced what was billed.
  • Undercollection: the invoice was correct, but the full amount was not collected.
  • Overpayments: incorrect rates, quantities, duplicate payments, or missed deductions cause you to pay more than you owe.
  • Unauthorized Charges: charges were approved or paid even though they were not supported by a contract, rate card, policy, or source evidence.
  • Vendor and payment fraud: a changed bank account, an impersonated vendor, or an invoice for goods or services that were never delivered.

We believe these issues should be prevented from happening in the first place.

$%
WHY THIS IS HARD

The full picture is spread across your systems.

Your operational, financial, and supporting records live in different systems. Recurring issues can compound into significant loss. The later an error is identified, the more it costs, if it is recoverable at all.

10–25%

of customer deductions are invalid or preventable

A $5 million company with $500,000 in deductions: $50,000 to $125,000 a year.

0.8–2%

of payments are made twice or in error

The same company paying out $3.5 million: $28,000 to $70,000 a year.

1–5%

of EBITA is lost to revenue leakage each year

up to 40%

of staff time goes to avoidable rework

Promomash and Inmar; APQC and AFP; EY and Boston Consulting Group; Gartner.

What You Get

01 · PROFITABILITY

Keep More Cash

Keep more of the profit your business has already earned.

  • Capture revenue from every sale and service
  • Prevent avoidable overpayments
  • Stop recurring errors from adding up
$$$$$$$$$
02 · FINANCIAL PROTECTION

Reduce Dispute Losses

Protect the money you’re entitled to before dispute deadlines pass.

  • Challenge incorrect deductions
  • Reduce avoidable write-offs
  • Respond before dispute windows close
  • Support disputes with clear evidence
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03 · OPERATIONAL EFFICIENCY

Give Your Team Peace of Mind

Know what needs attention without adding to your team’s workload.

  • Review exceptions, not every transaction
  • Spend less time searching for records
  • Free up your team for higher-value work

How Obsidia works

Think of Obsidia as a financial firewall. Records from the systems you already use are checked against your business rules, contracts, controls, and source evidence. Any issue is flagged the same day and routed to the right person with the reason and full evidence trail attached, before the money moves or a dispute window closes.

Your source data Contracts & rate sheets Vendor & 3PL invoices Warehouse & shipping records Purchase orders Bank & payment files Billing Raw · unverified Financial firewall Obsidia Standardize Validate rules Match evidence Cross-check Validated · Identified · Released What happens to the record Stopped beforethe payment runs Corrected beforethe invoice goes out Disputed insidethe window Released, with theevidence attached Verified · trusted
Your source data
  • Contracts & rate sheets
  • Vendor & 3PL invoices
  • Warehouse & shipping records
  • Purchase orders
  • Bank & payment files
  • Billing
Financial firewallObsidia
  1. Standardize
  2. Validate rules
  3. Match evidence
  4. Cross-check
Validated · Identified · Released
What happens to the record
  • Stopped before the payment runs
  • Corrected before the invoice goes out
  • Disputed inside the window
  • Released, with the evidence attached

Your Data, Your Control

View our data protection terms

Read-only Access

Only the data you authorize during the pilot.

Original Records

Never modified or deleted.

Access & Retention

Defined together with your team.

Works With Your Existing Systems

Obsidia layers on top of what you already use.

Flexible Rule Management

You manage the rules, or we do.

Hands-on Support

Remote or onsite when you need us.

Why Obsidia Is Different

Beyond a Single System
We check operational and financial records across systems, protecting both the money you earn and the money you pay.
Deterministic, Not a Black Box
Same rules and evidence produce the same result every time. Every decision is traceable.

Who We Build For

Built for growing businesses with high transaction volumes, lean teams, and multiple systems. Reduce avoidable losses in the transactions you already process.

REPRESENTATIVE SECTORS

Beverage Brands

Protect what you’ve earned and avoid overpaying across production, warehousing, and distribution.

  • Co-packer quantity and material-loss discrepancies
  • Unauthorized 3PL charges and freight adjustments
  • Distributor chargebacks, retailer deductions, and pricing mismatches

3PLs

Get paid for the work you do, avoid overpaying carriers and vendors, and pass through costs your customers owe.

  • Unbilled services and outdated rate cards
  • Carrier and vendor overcharges, including missed customer pass-throughs
  • Customer disputes lost due to missing or delayed evidence

Prove Value Before You Commit

Start with one workflow and the records you already have. We’ll review your past 90 days of records and check new records over the next 60 days, without changing the way your business operates.

  1. 01

    Choose One Workflow

    Start with a specific billing, payment, or operational process where financial errors may be costing you money.

  2. 02

    Use the Records You Already Have

    Share existing exports, invoices, contracts, and supporting documents. No system integration or changes to your existing workflows are required to get started.

  3. 03

    See What You Could Have Found Earlier

    We review your historical records, identify discrepancies, and show the financial impact with supporting evidence.

  4. 04

    Check New Records as They Arrive

    Over the next 60 days, we check new records using the same rules and supporting evidence, helping your team identify issues early enough to act.

Potential savings

What you paid and what you actually owed.

Potential additional cash

What you collected and what you should have collected.

Define Success for You

We agree on what success looks like before the pilot begins. Review the results using your own numbers, then decide whether to continue.

Request a Pilot

Tell us where you think money is slipping, and we’ll set up a short call.

Or email team@getobsidia.com

Your information is only used to respond to your request.

Obsidia Pilot Terms and Conditions

Page last updated: October 14, 2026

These Pilot Terms and Conditions (these “Terms”) govern Customer’s access to and use of the Services provided by Obsidia. These Terms are incorporated into and form part of each evaluation confirmation, pilot agreement, order, statement of work, or other agreement between Obsidia and Customer that references them.

1. Access and Use

a. Provision of Services

Subject to the terms and conditions of the Agreement, Customer may access and use the Services during the Term solely for Customer’s internal business purposes.

The Services may include reviewing Customer-provided records, documents, files, and related information to identify potential exceptions, inconsistencies, overpayments, undercollections, missing support, or other financial-data issues.

b. System Access and Customer Actions

Unless expressly agreed in writing, Obsidia does not modify Customer’s ERP, accounting system, TMS, WMS, bank account, vendor master data, invoices, payment instructions, or existing workflows.

Obsidia does not initiate, approve, release, reverse, block, process, or transmit payments on behalf of Customer. Customer remains solely responsible for all payment decisions, payment approvals, payment releases, payment reversals, vendor communications, and related actions.

Any findings, flags, reasons, supporting evidence, or other outputs generated by the Services are provided to support Customer’s review and decision-making. They are not automatically executed, implemented, or enforced by Obsidia.

c. Use Restrictions

Customer shall not, and shall not permit any Authorized User to, copy, modify, reverse engineer, resell, sublicense, distribute, or otherwise make the Services or Obsidia IP available to any third party, or use the Services in violation of applicable law or any third-party rights.

d. Reservation of Rights

Obsidia reserves all rights not expressly granted to Customer. Except for the limited rights expressly granted under the Agreement, nothing in the Agreement grants Customer any ownership interest in Obsidia IP.

2. Data Access and Security

a. Definitions

“Customer Data” means the records, documents, files, and information that Customer, or a third party acting on Customer’s behalf, submits to the Services or makes available through an Authorized Source.

“Authorized Source” means a system, mailbox, folder, or file transfer location that Customer has authorized Obsidia to access, as confirmed in writing, including by email or through an evaluation confirmation form.

“Results” means the findings, flags, reasons, and supporting evidence that the Services generate from Customer Data.

“Evaluation” means the initial evaluation of the Services within the scope and period confirmed by the parties in writing.

b. Authorized Sources and Read-Only Access

Obsidia will access only the Authorized Sources and data categories that Customer authorizes. Obsidia’s access is read-only unless otherwise expressly agreed in writing.

Obsidia will not modify or delete Customer’s original records in any Authorized Source. Customer may withdraw authorization for any Authorized Source at any time by written notice or through the relevant system’s own controls, and Obsidia will stop accessing that source promptly after it becomes aware of the withdrawal.

c. Access Personnel

Access to Customer Data is limited to Obsidia personnel who need access to provide or support the Services and who are bound by confidentiality obligations.

Before an Evaluation begins, the parties may confirm in writing the Obsidia personnel or roles that may access Customer Data.

d. No Customer Passwords

Obsidia will not ask Customer to share passwords to Customer’s systems. If system access is needed, the parties will use an access method authorized by Customer.

e. Data Use and AI Training

Obsidia will use Customer Data only to provide the Services to Customer. Obsidia will not sell Customer Data, will not use Customer Data to provide services to any other customer, and will not use Customer Data to train public or general-purpose artificial intelligence models.

f. Security Safeguards

Obsidia will maintain administrative, technical, and physical safeguards designed to protect Customer Data against unauthorized access, use, disclosure, alteration, and destruction.

g. Personal Information

The Services do not require personal information beyond business contact details that appear in ordinary business records. Customer should not submit personal information unless necessary for the Services.

If Customer Data includes personal information, Obsidia will process it only to provide the Services and in accordance with applicable law.

h. Security Incidents

If Obsidia confirms unauthorized access to or disclosure of Customer Data, Obsidia will notify Customer without undue delay, describe what is known about the incident and affected data, and take reasonable steps to contain the incident and reduce the risk of recurrence.

i. Return or Destruction

Customer Data and Confidential Information remain subject to the return or destruction obligations set forth in Section 3.

3. Confidential Information

From time to time during the Term, either Party may disclose or make available to the other Party business, financial, technical, operational, customer, vendor, pricing, contract, rate, process, software, or other non-public information that should reasonably be understood to be confidential, whether directly or indirectly, orally or in written, electronic, or other form or media, or otherwise overheard or observed by inspection of tangible objects, whether or not marked, designated, or otherwise identified as “confidential”, “proprietary” or with some similar designation (“Confidential Information”). Each Party will use the other Party’s Confidential Information only as necessary to perform or receive the Services and will protect such Confidential Information using reasonable care. Confidential Information does not include information that is publicly available, already known without restriction, rightfully received from a third party without restriction, or independently developed without use of the other Party’s Confidential Information. During the Term and for three (3) years after termination or expiration, the receiving Party shall not disclose the disclosing Party’s Confidential Information except to its employees, contractors, representatives, agents, affiliates, or advisors who need to know such information and are bound by confidentiality obligations. On the expiration or termination of the Agreement, the receiving Party shall promptly return to the disclosing Party all copies, whether in written, electronic, or other form or media, of the disclosing Party’s Confidential Information, or destroy all such copies, except for copies electronically archived in accordance with automated security and/or business recovery procedures, which will nonetheless remain subject to the terms of confidentiality, and certify in writing to the disclosing Party that such Confidential Information has been destroyed.

4. Intellectual Property Ownership; Feedback

a. Obsidia IP

As between Customer and Obsidia, Obsidia owns all right, title, and interest, including all intellectual property rights, in and to the Obsidia IP and, with respect to Third-Party Products, the applicable third-party provider owns all right, title, and interest, including all intellectual property rights, in and to Third-Party Products.

b. Customer Data

As between Obsidia and Customer, Customer owns all right, title, and interest, including all intellectual property rights, in and to the Customer Data and Results.

Customer hereby grants to Obsidia a non-exclusive, royalty-free, worldwide license to use, reproduce, display, and otherwise process Customer Data and Results solely as may be necessary for Obsidia to provide the Services to Customer.

c. Feedback

If Customer or any of its employees or contractors sends or transmits any communications or materials to Obsidia by mail, email, telephone, verbally, or otherwise, suggesting or recommending changes to the Obsidia IP, including without limitation, new features or functionality relating thereto, or any comments, questions, suggestions, or the like (“Feedback”), Obsidia is free to use such Feedback irrespective of any other obligation or limitation between the Parties governing such Feedback.

5. Customer Responsibilities

a. Customer Data

Customer is responsible for providing accurate, complete, current, and authorized Customer Data. Customer represents that it has the right and authority to provide Customer Data to Obsidia for use in connection with the Services.

Obsidia is not responsible for issues caused by incomplete, inaccurate, outdated, unauthorized, or misleading Customer Data provided by Customer.

b. Customer Decisions

Customer is solely responsible for reviewing the Results and deciding whether to accept, reject, investigate, escalate, pay, dispute, withhold, recover, correct, or otherwise act on any identified exception or issue.

No Result constitutes an instruction to make or block a payment, amend a customer or vendor record, modify a system, change an invoice, submit a claim, or take any other business action.

c. Third-Party Products

Obsidia may use selected third-party products or service providers to support the Services, including hosting, infrastructure, file storage, communications, and operational support. Such third-party products and service providers may be subject to their own terms and conditions.

6. Fees and Payment

Unless otherwise stated in an applicable evaluation confirmation, pilot agreement, order, or statement of work, the Evaluation may be provided at no charge.

Any paid services after the Evaluation will require a separate written agreement, order, or statement of work setting forth applicable fees, scope, and payment terms.

Customer shall pay all fees set forth in the applicable order or statement of work without offset or deduction. Unless otherwise stated, invoices are payable in U.S. dollars within thirty (30) days of receipt.

7. Limited Warranty and Warranty Disclaimer

Obsidia does not represent that the Services will be error free or that all exceptions, inconsistencies, overpayments, undercollections, missing support, or other financial-data issues will be identified.

The Services and Results are intended to support Customer’s review and decision-making. They are not legal, tax, accounting, audit, payment, or financial advice, and they do not replace Customer’s internal controls, professional advisors, or final business judgment.

ALL SERVICES ARE PROVIDED “AS IS” AND ON AN “AS-AVAILABLE” BASIS. OBSIDIA DISCLAIMS ALL WARRANTIES, WHETHER EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE, INCLUDING ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT, TO THE MAXIMUM EXTENT PERMITTED BY LAW.

8. Indemnification

a. Obsidia Indemnification

Obsidia shall indemnify, defend, and hold harmless Customer from and against losses incurred by Customer resulting from any third-party claim that the Services, when used in accordance with the Agreement, infringe or misappropriate such third party’s intellectual property rights, provided that Customer promptly notifies Obsidia in writing of such claim, cooperates with Obsidia, and allows Obsidia sole authority to control the defense and settlement of such claim.

This obligation does not apply to the extent the alleged infringement arises from Customer Data, Customer systems, Customer instructions, Third-Party Products, modifications not made by Obsidia, or Customer’s misuse of the Services.

b. Customer Indemnification

Customer shall indemnify, hold harmless, and, at Obsidia’s option, defend Obsidia from and against losses resulting from Customer’s unauthorized provision of data, breach of the Agreement, violation of applicable law, misuse of the Services, or business actions taken by Customer based on Customer’s own review and decisions.

9. Limitation of Liability

IN NO EVENT WILL OBSIDIA (OR ANY OF ITS OWNERS, OFFICERS, MANAGERS, EMPLOYEES, AGENTS, CONTRACTORS OR REPRESENTATIVES) BE LIABLE UNDER OR IN CONNECTION WITH THE AGREEMENT OR THESE TERMS TO CUSTOMER OR ANY THIRD PARTY UNDER ANY LEGAL OR EQUITABLE THEORY, INCLUDING BREACH OF CONTRACT, TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY, AND OTHERWISE UNDER ANY LEGAL THEORY, FOR ANY: (A) CONSEQUENTIAL, INCIDENTAL, INDIRECT, EXEMPLARY, SPECIAL, ENHANCED, OR PUNITIVE DAMAGES; (B) INCREASED COSTS, DIMINUTION IN VALUE OR LOST BUSINESS, PRODUCTION, REVENUES, OR PROFITS, LOSS OF USE; (C) LOSS OF GOODWILL OR REPUTATION; (D) USE, INABILITY TO USE BY CUSTOMER OR ANY THIRD-PARTY, LOSS, INTERRUPTION, DELAY, OR RECOVERY OF ANY DATA, OR BREACH OF DATA OR SYSTEM SECURITY; OR (E) COST OF REPLACEMENT GOODS OR SERVICES, IN EACH CASE REGARDLESS OF LEGAL THEORY OR WHETHER OBSIDIA WAS ADVISED OF THE POSSIBILITY OF SUCH LOSSES OR DAMAGES OR SUCH LOSSES OR DAMAGES WERE OTHERWISE FORESEEABLE.

IN NO EVENT WILL OBSIDIA’S AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THE AGREEMENT, THESE TERMS, OR THE SERVICES UNDER ANY LEGAL OR EQUITABLE THEORY, INCLUDING BREACH OF CONTRACT, TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY, AND OTHERWISE EXCEED THE TOTAL AMOUNTS PAID TO OBSIDIA UNDER THE AGREEMENT IN THE TWELVE (12) MONTH PERIOD PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

10. Term and Termination

The Term is identified in the applicable agreement, order, evaluation confirmation, or statement of work.

Either Party may terminate an Evaluation for convenience upon five (5) Business Days’ written notice to the other Party. Either Party may terminate the Evaluation immediately upon written notice if it reasonably determines that continuing the Evaluation would create legal, security, confidentiality, operational, or business risk.

Either Party may terminate the Agreement, effective on written notice to the other Party, if the other Party materially breaches the Agreement and such breach is incapable of cure or, being capable of cure, remains uncured thirty (30) days after the non-breaching Party provides written notice of such breach.

No expiration or termination will affect Customer’s obligation to pay all fees that became due before such expiration or termination.

11. Miscellaneous

a. Entire Agreement

The Agreement, together with these Terms and any applicable order, evaluation confirmation, or statement of work, constitutes the sole and entire agreement of the Parties with respect to the subject matter and supersedes all prior and contemporaneous understandings, agreements, representations, and warranties, whether written or oral.

b. Independent Contractors

The Parties are independent contractors. Nothing in the Agreement creates a partnership, joint venture, agency, fiduciary, or employment relationship between the Parties.

c. Assignment

Customer may not assign any of its rights or delegate any of its obligations under the Agreement without Obsidia’s prior written consent. Any purported assignment or delegation in violation of this Section will be null and void.

d. Governing Law

The governing law and jurisdiction will be set forth in the applicable agreement, order, evaluation confirmation, or statement of work.

Privacy Notice

Page last updated: October 14, 2026

This Privacy Notice explains how Obsidia (“Obsidia,” “we,” “us,” or “our”), collects, uses, discloses, and otherwise processes personal data in connection with any specific product, service, website, pilot, evaluation, or application that references or links to this Privacy Notice.

This Privacy Notice does not address our privacy practices relating to Obsidia job applicants, employees and other employment-related individuals, nor data that is not subject to applicable data protection laws, such as deidentified or publicly available information in certain jurisdictions. This Privacy Notice is also not a contract and does not create any legal rights or obligations not otherwise provided by law.

Our Role in Processing Personal Data

Data protection laws sometimes differentiate between “controllers” and “processors” of personal data. A “controller” determines the purposes and means of processing personal data. A “processor,” which is sometimes referred to as a “service provider,” processes personal data on behalf of a controller subject to the controller’s instructions.

This Privacy Notice describes our privacy practices where we are acting as the controller of personal data. However, this Privacy Notice does not cover or address how our customers may process personal data when they use our services, or how we may process personal data on their behalf in accordance with their instructions where we are acting as their processor. As a result, we recommend referring to the privacy notice of the customer with which you have a relationship for information on how they engage processors, like us, to process personal data on their behalf. In addition, we are generally not permitted to respond to individual requests relating to personal data we process on behalf of our customers, so we recommend directing any requests to the relevant customer.

Our Collection and Use of Personal Data

The categories of personal data we collect depend on how you interact with us and our services. For example, you may provide us your personal data directly when you sign up for service updates, create an account or otherwise contact us or interact with us or our services.

Personal Data Provided by Individuals

We collect the following categories of personal data individuals provide us:

  • Contact Information, including full name, email address, mailing address, phone number, state and country of residence, and communication preferences. We use this information primarily to fulfill your request or transaction and to communicate with you in accordance with your preferences.
  • Professional Information, including your job title, company name, professional background and the nature of your relationship with us. We use this information primarily to fulfill your request or transaction, to determine how we communicate with you, to administer your account, to provide you with our services, and for customer support purposes.
  • Service Information, including the products or services you are interested in, purchased, evaluated, or have otherwise used. We use this information primarily to administer your account, provide you with our products and services, communicate with you regarding your account and your use of our products and services, and for customer support purposes.
  • Feedback and Support Information, including the contents of custom messages sent through forms, email addresses, or other contact information we make available to customers. We use this information primarily to investigate and respond to your inquiries, to communicate with you via email, phone, or social media, and to improve our products and services.

Personal Data from Employers and Service Providers

We may receive the same categories of personal data as described above from the following sources and other parties:

  • Employers: If you interact with our services in connection with your employment, we may obtain personal data about you from your employer or another company for which you work. For example, we may obtain your contact information from your employer to allow us to communicate with you about your employer’s customer relationship with us.
  • Service Providers: Our service providers that perform services on our behalf may collect personal data and share some or all of this information with us.

Additional Uses of Personal Data

In addition to the primary purposes for using personal data described above, we may also use personal data we collect to:

  • Fulfill or meet the reason the information was provided, such as to fulfill our contractual obligations, to process transactions, or to deliver the products, services or information requested;
  • Manage our organization and its day-to-day operations;
  • Communicate with you and provide support and assistance for our services, including via email and/or telephone calls;
  • Facilitate the relationship we have with you and, where applicable, the company you represent;
  • Request you provide us feedback about our product and service offerings;
  • Address inquiries or complaints made by or about an individual in connection with our products or services;
  • Provide, operate, improve, maintain, protect, and provide the features and functionality of our products and services;
  • Test, enhance, update, and monitor the products and services, or diagnose or fix technology problems or bugs;
  • Help maintain and enhance the safety, security, and integrity of our property, products, services, technology, assets, and business;
  • Defend, protect, or enforce our rights or applicable contracts and agreements, as well as to resolve disputes, to carry out our obligations and enforce our rights, and to protect our business interests and the interests and rights of third parties;
  • Detect, prevent, investigate, or provide notice of security incidents or other malicious, deceptive, fraudulent, or illegal activity and protect the rights and property of Obsidia and others;
  • Facilitate business transactions and reorganizations impacting the structure of our business;
  • Comply with contractual and legal obligations and requirements, including under applicable law, regulation, court order or other legal process;
  • Fulfill any other purpose for which you provide your personal data, or for which you have otherwise consented.

We do not sell personal data, and we do not use personal data to train public or general-purpose artificial intelligence models.

Our Disclosure of Personal Data

We disclose or otherwise make available personal data in the following ways:

  • To Your Employer: If you interact with our services in connection with your employment, we may disclose personal data to your employer or another company for which you work.
  • To Service Providers: We engage other third parties to perform certain services on our behalf in connection with the uses of personal data described in the sections above.
  • To Other Businesses as Needed to Provide Services: We may share personal data with third parties you engage with through our services or as needed to fulfill a request or transaction.
  • In Connection with a Business Transaction or Reorganization: We may disclose, transfer, or assign personal data to a third party during negotiation of, in connection with, or as an asset in such a business transaction or reorganization.
  • To Facilitate Legal Obligations and Rights: We may disclose personal data to third parties, such as legal advisors and law enforcement, to comply with laws, respond to lawful requests and legal process, protect rights and property, detect or prevent fraud, reduce credit risk, collect debts owed to us, protect health and safety, or as otherwise required by applicable law.
  • With Your Consent or Direction: We may disclose your personal data to certain other third parties or publicly with your consent or direction.

Your Privacy Choices

Email Communication Preferences

You can stop receiving promotional email communications from us by clicking on the “unsubscribe” link provided in any of our email communications. Please note you cannot opt-out of service-related email communications, such as account verification, transaction confirmation, or service update emails.

Children’s Personal Data

Our services are not directed to, and we do not intend to, or knowingly, collect or solicit personal data from children under the age of 13. If an individual is under the age of 13, they should not use our services or otherwise provide us with any personal data either directly or by other means.

Retention of Personal Data

We will usually retain the personal data we collect about you for no longer than reasonably necessary to fulfill the purposes for which it was collected, and in accordance with our legitimate business interests and applicable law. However, if necessary, we may retain personal data for longer periods of time as required under applicable law or as needed to resolve disputes or protect our legal rights.

To determine the appropriate duration of the retention of personal data, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorized use or disclosure of personal data and if we can attain our objectives by other means, as well as our legal, regulatory, tax, accounting, and other applicable obligations.

Once retention of the personal data is no longer reasonably necessary for the purposes outlined above, we will either delete or deidentify the personal data or, if that is not possible, we will securely store the personal data and isolate it from further active processing until deletion or deidentification is possible.

Security of Personal Data

We have implemented reasonable physical, technical, and organizational safeguards that are designed to protect your personal data. In addition, we take steps designed to ensure any third party with whom we share personal data provides a similar level of protection. However, despite these controls, we cannot completely ensure or warrant the security of your personal data.

Third-Party Websites and Services

Our websites and other services may include links to or redirect you to third-party websites, plug-ins, applications, or other services, including social media services where you may connect with us. Third-party websites and other services may also reference or link to our websites and services. This Privacy Notice does not apply to any personal data practices of these third-party websites, plug-ins, applications, or other services.

Updates to This Privacy Notice

We may update this Privacy Notice from time to time. When we make changes to this Privacy Notice, we will change the date at the beginning of this Privacy Notice. If we make material changes to this Privacy Notice, we will notify individuals by email to their registered email address, by prominent posting on this website or our other platforms, or through other appropriate communication channels. All changes shall be effective from the date of publication unless otherwise provided.

Contact Us

If you have any questions or requests in connection with this Privacy Notice or other privacy-related matters, please do not hesitate to contact us at:

Obsidia
Email: team@getobsidia.com
Website: https://getobsidia.com

Beverage Brands

Beverage brands are facing higher production, packaging, and transportation costs.

Stainless steel fermentation tanks in a beverage production facility
Industry ecosystem

Where Losses Happen

Beverage Brand
co-packers
packaging suppliers
warehouses
carriers
distributors
retailers

Money Going Out

Bottles being filled on a beverage filling line
01

Units filled / units released

A co-packer invoices 100,000 units filled, but only 99,500 units were released. If the contract bases payment on released units, the difference could result in an overpayment.

Forklift moving a pallet through a warehouse
02

Handling or storage charge

A 3PL invoice includes unauthorized handling or storage charges, or continues using last year’s rates after new rates take effect.

Quality control check at a bottle filling line
03

Material loss

A contract allows 3% material loss, but the production run records 5.2%. If the co-packer is responsible for excess loss, the brand may be owed the difference.

Forklift unloading pallets at a loading dock
04

Shipment shortage

Cases are missing when a shipment reaches the 3PL dock, but the shortage isn’t discovered until month-end. By then, the carrier claim window may have closed.

Money Coming In

Pallet of canned beverages in a distribution warehouse
01

Distributor chargebacks

Promotions are billed back above authorized quantities, spoilage allowances are deducted without required documentation, or free-fill and introductory allowances are taken more than once.

Driver unloading cases from a delivery truck onto a hand truck
02

Retailer deductions

Retailer deductions include shortages, damages, compliance fines, promotional scan-backs, and slotting fees. Unsupported or contract-inconsistent deductions may go unchallenged because dispute windows are short.

Reviewing invoices with a calculator
03

Price and deal mismatches

The invoice price differs from the agreed price or promotional terms, and the customer pays what it believes it owes.

Warehouse worker checking a shipment label
04

Compliance chargebacks

An advance ship notice doesn’t match the pallet, a delivery appointment is missed, or a label fails to scan. Identifying these issues early may prevent deductions. Dispute windows depend on the retailer, deduction type, and agreement.

How Obsidia Stops It

01

Before Supplier Payment

Invoice + Contract + Operational RecordsQuality control release quantities · Receiving records · Approved rates
Discrepancy Flagged + Supporting Evidence
Team Reviews Before Payment
02

Before Invoices or ASNs Go Out

Quantities + Prices + Supporting Records + Brand Agreements + Business Rules
Mismatch Identified
Team Corrects Before Sending

Provided the required data is available in time.

03

After Deductions Arrive

Deductions + Applicable Authorizations + Supporting Records
Unsupported or Inconsistent Deductions Flagged + Evidence
Team Decides Whether to Dispute

Within the applicable dispute window.

The exact checks depend on each brand’s contracts, business rules, available records, and existing systems.

Industry · Third-Party Logistics

3PLs

Higher labor, warehouse, fuel, and carrier costs put pressure on 3PL margins.

Aerial view of a warehouse with trucks at the loading docks

Where Losses Happen

3PL
Customer agreements
Rate cards
WMS activities
Billing records
Carrier invoices
Supporting documents
Operational & Financial Examples

Where Money Gets Missed

Warehouse employees handling shipments
01Money Coming In

Work done but never invoiced

Value-added services such as labeling, kitting, and returns processing are performed by operations but never reach customer billing. Contractual monthly minimums and long-term storage surcharges are never applied.

Warehouse worker checking items with a scanner
02Money Coming In

Wrong rate

Customer rate cards are renegotiated, but old rates continue to be applied after the new agreement takes effect.

Freight truck at a warehouse
03Money Going Out

Carrier and vendor overcharges

Fuel surcharges, accessorial fees, and dimensional adjustments exceed the applicable contractual rates. Other charges may be duplicated or lack support in the relevant shipment or operational records.

Forklift at a trailer loading dock
04Money Coming In

Carrier adjustments never passed through

A customer ships using the 3PL’s carrier account. Weeks later, the carrier issues an additional charge, but the customer’s original invoice has already gone out. If the customer agreement allows the charge to be passed through and it isn’t billed within the applicable period, the 3PL may absorb the cost.

Warehouse worker checking parcels on shelves
05Money Coming In

Disputes lost for lack of evidence

A customer challenges a legitimate charge, but the team cannot quickly produce the applicable rate-card version and supporting warehouse activity records. A credit may be issued even though the original charge was correct.

How Obsidia Stops It

01

Before Customer Billing

WMS Activities + Rate Cards + Billing Records
Unbilled Work / Incorrect Rates Flagged
Team Reviews Before Invoicing
02

After Carrier Adjustments

Carrier Adjustments + Customer Agreements + Billing Records
Missing Pass-through Charges Flagged
Team Reviews Before Rebilling Window Closes
03

When Customers Dispute Charges

Disputed Charges + Rate-card Terms + Activity Records
Supporting Evidence Brought Together
Team Reviews and Responds
04

Before Carrier or Vendor Payment

Carrier / Vendor Invoices + Contracts + Shipment Records
Overcharges / Duplicates / Unsupported Adjustments Flagged
Team Reviews Before Payment

The exact checks depend on each 3PL’s customer agreements, carrier contracts, business rules, available records, and existing systems.

ABOUT OBSIDIA

Our Vision

To be the trusted foundation for financial data, so every business process, decision, and AI application can rely on information that is accurate, consistent, and traceable.

THE TEAM

The people behind Obsidia

Obsidia is built by people who have worked inside supply chain, manufacturing, finance and enterprise systems; we have seen these challenges firsthand, and know there is a better way.

Klaus Chen

Co-founder & CEO

Klaus has a background in quantitative economics, finance, and accounting, spanning financial reporting, internal controls, and risk management.

He is ACCA-qualified, reflecting strict professional standards for accuracy, evidence, ethics, and the careful handling of confidential financial information.

Candelario Baez

Co-founder & CTO

Candelario has spent his career in manufacturing technology, enterprise systems, and automation, including work in data-sensitive environments.

His experience spans IT/OT systems, data integrity, traceability, access control, and change management, where accuracy and reliability are baseline requirements.

June Hu

Co-founder

June comes from a family business spanning supply chain, freight, manufacturing, distribution, and international trade.

She has worked on cross-border initiatives with logistics providers and manufacturers, with field exposure across different operating environments.

Ethan Marantz

Founding Engineer

Ethan brings a technical foundation in backend systems, performance engineering, secure financial platform integrations, and transaction-screening infrastructure.

Matthew Shi

Founding Engineer

Matthew combines mathematics and computer science with experience in software engineering, AI-enabled applications, web development, and product design.

Palle Pedersen

Advisor

Palle brings more than two decades of experience as a technology founder and product leader across enterprise software, security, and data governance.

He co-founded Black Duck Software and Solo Sciences, with work spanning information security, third-party risk, anti-counterfeiting, and supply-chain validation.