First automated AI Financial OS for CPG – Cash Application, Deductions Management, TPM, and Forecasting
Founded by: Justin Hunterin 2020
You can use Confido to automate cash application, manage deductions and disputes, track trade promotion spending, and forecast sales for consumer packaged goods companies. It consolidates financial operations across accounting, trade promotion management, sales forecasting, and demand planning. The system integrates with retailer portals like Walmart and UNFI to extract payment data and automatically categorize deductions. You get visibility into trade spend performance, AI-driven forecasting recommendations, and dispute tracking from submission to payment recovery.
Integrations
Walmart, UNFI, KeHE, IRI, Circana
Use Cases
Automate cash application for multiple retailer payments daily
Track and dispute invalid deduction claims from major retailers
Plan and monitor trade promotion spending across product lines
Forecast monthly sales using AI and historical data patterns
Measure the impact of in-store demos on product sales
Manage annual operating plan tracking by customer and product
Standout Features
Extracts payment data from 40+ retailer portals automatically
AI-powered deduction classification and routing
Tracks trade promotions from agreement to payment
Forecasts sales with seasonality and velocity recommendations
Measures shopper marketing campaign lift and ROI
Automates dispute submission and tracks recovery rates
Tasks it helps with
Process retailer remittances and match to invoices automatically
Categorize deductions by promotion codes and reason types
Create trade promotion calendars with approval workflows
Generate demand forecasts with statistical model recommendations
Track shopper marketing budgets and campaign performance
Submit and monitor dispute claims across retail customers
Who is it for?
Financial Analyst, Account Executive, Business Analyst, Operations Manager, Data Analyst, Sales Manager, Business Development Manager, Project Manager
