AI Financial OS
for CPG Brands
Cash app, deductions, trade management, and sales forecasting.
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Our Solution
Plan, execute, and optimize
Process payments, categorize deductions, track trade spend, and forecast sales in a single platform
Cash Application
Deductions Management
Trade Promotion Management
Forecasting
Cash Application
Cash Application meets automation
Automate cash application with AI-driven document aggregation, data extraction, and real-time 2-way ERP integrations — reducing manual hours and clerical errors.
Data Aggregation
Extract remittances with over 40 vendor emails and portals, including KeHE, UNFI, and Walmart.
Classification
Tag records with key information, including deduction reasons and product lines
ERP Sync
Sync records at any level of granularity with custom field support
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Data Aggregation
Extract remittances with over 40 vendor emails and portals, including KeHE, UNFI, and Walmart.
Classification
Tag records with key information, including deduction reasons and product lines
ERP Sync
Sync records at any level of granularity with custom field support
Deduction Management
Deductions made easy
Manage trade and non-trade deductions in one place with automated matching to promotions and disputing in one platform
Flag Deductions
Quickly identify invalid claims and recover lost dollars with automated deductions flagging.
Manage Disputes
Send disputes and backup requests in a few clicks with our two-way integration
Approval Flow
Seamlessly route deductions to the right person for approval
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Flag Deductions
Quickly identify invalid claims and recover lost dollars with automated deductions flagging.
Manage Disputes
Send disputes and backup requests in a few clicks with our two-way integration
Approval Flow
Seamlessly route deductions to the right person for approval
Trade Promotion Management
Track Trade from agreement to accrual
Instead of chasing data across systems, get a clear, connected view of every trade dollar.
Centralized Calendar
Create promotional events in a few clicks with approval workflows
AI Matching
Save time and improve accuracy with auto-matched contracts and deductions
Promotion Insights
Compare actual vs. planned trade spend and drill into the underlying data
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Centralized Calendar
Create promotional events in a few clicks with approval workflows
AI Matching
Save time and improve accuracy with auto-matched contracts and deductions
Promotion Insights
Compare actual vs. planned trade spend and drill into the underlying data
Sales Forecasting
Adaptive forecasting that works smarter
Forecast with flexibility and confidence, with unlimited versions and AI-driven recommendations that adapt to your sales and market data.
Planning Assistance
Velocity, distribution, and seasonality recommendations powered with AI
Promotion Insights
Compared consumption, depletion, and shipment forecasting against actuals
AOP Support
Define annual goals by customer, product, or trade reason — then track progress with live data.
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Planning Assistance
Velocity, distribution, and seasonality recommendations powered with AI
Promotion Insights
Compared consumption, depletion, and shipment forecasting against actuals
AOP Support
Define annual goals by customer, product, or trade reason — then track progress with live data.
OUR RESULTS
Everyday efficiency, exceptional results
"Confido gives me sanity in our AR management and saves several days in our close process. We have become more efficient and organized in our cash application process and have always received exceptional customer support."
Callahan DePorter
Controller, MUSH
400+ hours saved per month
We help Accounting, Finance, and Sales teams save an average of 85% on time spent through automation and workflows.
2-3 FTE saved in headcount
Confido’s automation removes the need to hire headcount to manage the busy work and allows you to focus on strategy.
Who is it for
Best-in-class software for every department
For Accounting
Process payments, categorize deductions and generate reports in seconds, not days
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For Sales
Erase manual hours and guesswork with our integrated TPM and adaptive forecasting
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For Sales
Erase manual hours and guesswork with our integrated TPM and adaptive forecasting
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integrations
Integrates with your most important data sources
Confido integrates with your most important data sources, from key retailers and distributors to legacy ERP and accounting systems. By connecting multiple business functions, we help our clients achieve more in their day to day.
OUR RESULTS
Built for startups and category leaders
With a lean team, Serenity Kids turned to Confido to automate and streamline their receivables. The result: faster, more accurate processes across AR and deductions, with less effort and more confidence.
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SKUs
Organic, nutrient-packed baby food
Size
Mid-size
“We have a small team, and anytime we can leverage software to improve both accuracy and timeliness in our AR and deductions management process, it's a win-win.”
Kirk Lin
VP of Finance, Serenity Kids
Capello’s cut down on manual work and gained clearer, more reliable insights into their trade spend. The result: faster workflows and better business decisions.
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SKUs
Gluten-free pasta and carbs
Size
Mid-size
“Much less time spent, far better results. Confido has been a huge win for our business and trade spend reporting accuracy.”
Lacee Jaruguei
Senior Finance Manager, Cappello's
Rebel monitors in-store performance against forecasted plans and trade rates. When results aren’t lining up, the team quickly pivots — reallocating spend and adapting their strategy.
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SKUs
Keto-friendly ice cream
Size
Mid-size
“With Confido pulling in IRI and Circana data, I can see how our products are actually performing and how that lines up with our forecast. Now I have the insights I need to take action if we're light in certain areas.”
Brian Fulmer
Head of Sales, Rebel Creamery
Everything you need to manage and optimize gross-to-net
Confido is purpose-built to help CPG brands optimize and scale their business in a singular platform.
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