TAG (The Audit Group)

What TAG (The Audit Group) does

TAG, Inc., operating as The Audit Group, is a healthcare-exclusive business intelligence and procure-to-pay (P2P) optimization firm founded in 1988 and headquartered in Chesterfield, Missouri. The company serves more than 1,000 hospitals and health systems across the United States, addressing financial leakage across 15+ recovery categories including duplicate payments, contract overcharges, missed rebates, RNI backlogs, vendor master errors, pharmacy 340B pricing, and warranty/credit recovery. TAG's positioning is rooted in deep domain specialization, claiming 500+ years of combined healthcare experience on staff and the management of $200B+ in healthcare client spend annually.

The company's core technology stack comprises two proprietary cloud platforms. RebateIQ is a rebate management platform offering prospective tracking and configurable service delivery, with both a Managed (self-service with TAG expert support) and Outsourced (TAG fully administers) engagement model. SpendIQ is an AI-powered healthcare spend analytics platform that aligns finance, supply chain, and clinical teams through standardized data, AI-driven dashboards, and scorecards at the vendor, facility, and physician levels. These platforms are complemented by a broad portfolio of services including Discovery Review (a comprehensive P2P audit), RNI reconciliation, contract process management, pharmacy 340B optimization, ERP transition support, leadership coaching, and technology services delivered in partnership with LAVA.

TAG operates a blended revenue model combining contingency-fee recovery audits with recurring platform subscriptions and managed services. Recovery audits are conducted on a contingency basis, which removes upfront cost for clients and aligns incentives. RebateIQ and SpendIQ generate annual subscription revenue under either self-service or fully managed engagement; technology services are contracted on multi-year terms with guaranteed ROI. Distribution is enterprise field-sales led, targeting large health systems and hospitals nationwide through account optimization executives, client success directors, and a free Discovery Review consultation offer.

Name

TAG (The Audit Group)

Legal name

TAG, Inc.

Website

https://theauditgroup.com

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

11–50 employees

Short description

TAG, Inc. is a healthcare-exclusive P2P optimization firm serving 1,000+ hospitals and health systems with proprietary RebateIQ and SpendIQ platforms, recovery audits, and consulting services targeting financial leakage across procure-to-pay processes.

Ownership category

akta.pro rank

Product category

Healthcare Audit and Recovery Services

NAICS

Business Support Services (5614)

SIC

Services-Management Services (8741)

akta.pro primary industry

Cost of Care, Spend Analytics & Financial Performance Management (HLACAHAJ)

akta.pro secondary industries

Accounts Receivable (A/R) & Collections Management (HLACACAJ), Healthcare Provider ERP (Hospital Operations, Supply Chain, Finance) (HDAEAEAH), Expense Management & T&E Audit (Employee Expenses, Corporate Cards) (BPAAAGAE)

Keywords

• Healthcare recovery audits
• Procure-to-pay optimization
• Rebate management software
• Healthcare spend analytics
• Contract compliance auditing

Headquarters

HQ city

Chesterfield

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Recovery Audit Services: TAG performs recovery audits on a contingency fee basis, meaning they only earn fees when funds are successfully recovered for clients. This aligns their motivation with client needs and eliminates upfront costs for health systems.
2. Managed Services (RebateIQ): Self-service model powered by RebateIQ platform with expert support from TAG Inc. Allows clients to manage rebates with TAG team assistance.
3. Outsourced Services (RebateIQ): TAG fully manages and handles the rebate process on behalf of clients using RebateIQ. This outsourced service ensures rebates are maximized and fully managed.
4. Professional Consulting Services: Various consulting engagements including supply chain optimization, ERP transition services, leadership development, and process design delivered by TAG's team of experts.
5. Technology Services: Technology and telecom expense management services including connectivity, TEM, mobile optimization, colocation, cloud solutions, and cybersecurity powered by partner LAVA.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

TAG (The Audit Group) delivers healthcare-focused procure-to-pay (P2P) audit, recovery, and optimization services through proprietary platforms RebateIQ (cloud-based rebate management) and SpendIQ (AI-powered spend analytics), complemented by consulting engagements in supply chain, finance, pharmacy, ERP transition, leadership development, and technology/telecom cost management for US hospitals and health systems.

Product overview

TAG (The Audit Group) is a healthcare data and business intelligence firm offering a suite of procurement-to-pay (P2P) optimization services centered around two core technology platforms—RebateIQ (cloud-based rebate management) and SpendIQ (AI-powered spend analytics). These platforms are complemented by a comprehensive portfolio of consulting services spanning supply chain optimization, finance process improvement, clinical and pharmacy operations, performance improvement, ERP transitions, leadership development, staffing, and technology services. The overall offering is structured as a platform-plus-services model where RebateIQ and SpendIQ serve as the analytical engines, supported by specialized service teams for implementation, audit recovery, process optimization, and ongoing managed services across the healthcare P2P lifecycle.

Differentiator

Problem solved

Functional benefit

Brands

• RebateIQ: Cloud-based healthcare rebate management platform that enables users to capture rebates, prevent losses, and optimize contract tiers with prospective tracking and full-service support.
• SpendIQ

Products and services

• RebateIQ Cloud-based healthcare rebate management platform enabling users to ensure every rebate is captured, losses are prevented, and contract tiers are optimized through prospective tracking and full-service support with minimal client lift.
• SpendIQ Healthcare spend analytics platform providing finance, supply chain, and clinical teams with a clear view of true case costs through rigorous data alignment and advanced AI, with categorized and standardized spend data and analytics-driven dashboards.
• Discovery Review Comprehensive procure-to-pay audit service that recovers lost savings, identifies financial leakage across 15 categories (duplicate payments, overpayments, unclaimed property, etc.), and delivers actionable root-cause analysis to prevent future losses.
• Supply Chain Consulting Supply chain optimization services including vendor relationship management, tray rationalization, ERP and EHR system integration, clinical integration strategies, sustainability practices, and interim supply chain leadership for health systems.
• Purchased Services Review Program for managing purchased services including data file consolidation, standardized rate management, controls for services, process mapping, and benchmarks for health systems.
• Specialty RFP Management RFP services for clinical categories combining automation with clinician-ready analytics, including assessment, strategy, scenario modeling, and award tracking.
• Spend Analysis / Net Pricing / Benchmarking Comprehensive spend visibility analysis providing a unified view of contracts, purchase orders, receipts, invoices, and payments to identify overpayments, missed credits, and savings opportunities for healthcare providers.
• Item Master Cleanse Service standardizing item descriptions, removing duplicates, resolving obsolete items, and aligning products to correct UNSPSC, GTIN, and manufacturer identifiers for healthcare systems.
• Contract Process Management Service centralizing contract data, capturing terms, renewal dates, rebate structures, and service obligations with reconciliation against supplier agreements.
• RNI Reconciliation Service reviewing and clearing mismatches between purchase orders, goods received, and invoices to reduce open RNI balances by up to 70% for healthcare providers.
• Vendor Master Cleanse Service normalizing, deduplicating, and cleansing vendor master data to eliminate duplicate records, invalid tax IDs, and outdated information for healthcare systems.
• Pay Term Optimization Service aligning ERP payment terms with vendor contracts, negotiating term extensions, and introducing prompt-pay discounts for healthcare providers.
• Pharmacy 340B Optimization Service for pharmaceutical procurement including pricing audit, Class of Trade compliance, 340B program support, manufacturer credit recovery, and ongoing price monitoring for healthcare systems.
• Medical Device & Warranty Tracking Service logging and monitoring implants, instruments, and capital devices for warranty and service coverage matching, credit recovery, and FDA compliance at healthcare systems.
• Distributor Selection & Onboarding Service evaluating pricing structures, rebate programs, delivery performance, and compliance requirements for new distributor partnerships for healthcare systems.
• Class Action Settlement Recovery Service monitoring and filing claims for class action settlements including preparation of documentation and coordination with settlement administrators, performed on a contingency fee basis.
• Healthcare Technology Services IT and telecom cost management including connectivity/SD-WAN, telecom expense management (TEM), mobile optimization, colocation, cloud solutions, UCaaS/CCaaS, and cybersecurity services for healthcare systems, delivered in partnership with LAVA.
• ERP Transition Services Data migration service for ERP conversions ensuring vendor, item, and payment data accuracy through cleansing, validation, and post-go-live monitoring for healthcare providers.
• Process Design

Quantifiable outcome

• 9x more savings than traditional recovery audits
• +6 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability4 records

Feature4 records

Partnerships

Six partnerships are on record, tiered core and minor.

• LAVAcoreTechnology or IntegrationTAG partners with LAVA to deliver technology services including connectivity, telecom expense management (TEM), mobile optimization, colocation, cloud solutions, UCaaS/CCaaS, and cybersecurity. LAVA provides the technology platform and infrastructure while TAG delivers healthcare-specific expertise and managed services.
• CyberGRXcoreTechnology or IntegrationTAG maintains CyberGRX third-party exchange membership, which provides comprehensive platform for assessing and managing cyber risk associated with third-party partners. This membership demonstrates TAG's commitment to data security and provides clients confidence in their data protection practices.
• GPO (Group Purchasing Organizations)minorChannel Partner/ Reseller/ DistributorTAG operates as GPO-neutral, providing objective support across vendors and purchasing constructs without bias toward specific group purchasing organizations. They work with health systems to ensure proper GPO contract compliance and optimal pricing tier utilization.
• Ken Blanchard CompaniesminorStrategic or Co-development PartnerTAG utilizes programs designed by Ken Blanchard including SLII (Situational Leadership II), First-time Manager, Coaching Essentials, and other leadership development methodologies. TAG's certified coaches deliver these programs to healthcare organizations.
• Gallup (CliftonStrengths)minorStrategic or Co-development PartnerTAG uses Gallup's CliftonStrengths assessment in all coaching engagements for leadership development services, helping individuals, teams, and organizations identify and leverage strengths.
• Wiley (Everything DiSC)minorStrategic or Co-development PartnerTAG utilizes Everything DiSC programs from Wiley for improved communication and team development within healthcare organizations, including Workplace, Management, Productive Conflict, and Sales programs.

Scale indicators14 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Cotiviti: Cotiviti provides healthcare payment integrity, audit, and recovery services — directly comparable to TAG's core recovery audit and overpayment identification work, both serving health systems and payers to recover funds and improve financial accuracy.
• Waystar: Waystar is a healthcare revenue cycle and payments technology platform serving hospitals and health systems with claims, billing, and analytics — adjacent to TAG's healthcare P2P, spend analytics, and rebate management focus.
• Availity: Availity operates a healthcare information and payments network serving providers and payers with revenue cycle and data exchange capabilities — comparable to TAG's P2P and payment accuracy focus for hospitals and health systems.
• Health Catalyst: Health Catalyst is a healthcare data and analytics platform serving health systems with cost, quality, and operational analytics — comparable to TAG's SpendIQ analytics offering aimed at finance, supply chain, and clinical teams.
• Definitive Healthcare: Definitive Healthcare provides healthcare commercial intelligence and analytics across provider, payer, and supplier markets — adjacent to TAG's spend analytics and procurement intelligence for health systems.
• Impact Advisors: Impact Advisors is a healthcare IT and operational consulting firm serving health systems with ERP, finance, and performance improvement services — closely comparable to TAG's consulting and ERP transition practice for hospitals.

Broad incumbents

• Optum (UnitedHealth Group): Optum's healthcare analytics, RCM, and payment integrity offerings overlap with TAG's spend analytics and recovery audit services at a much larger scale, serving health systems and payers from a broader portfolio of capabilities.
• Experian Health: Experian Health provides identity, revenue cycle, and patient financial engagement solutions to U.S. hospitals and health systems — overlapping with TAG's accounts payable, vendor master cleansing, and payment optimization services.
• Premier Inc. Premier Inc. is a healthcare improvement and GPO company that supplies supply chain, analytics, and performance services to U.S. hospitals — overlapping with TAG's healthcare supply chain consulting and spend optimization offerings.

Regional players

• Nordic Consulting: Nordic is a healthcare-focused IT and advisory firm serving U.S. health systems with ERP/analytics and clinical transformation — comparable to TAG's ERP transition services and process design work for hospital clients.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/the-audit-group

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about TAG (The Audit Group)