Manage promotions in plain language.
Tell our AI agent, Fido, what to create, copy, or change, then review the changes before saving.
Sales and accounting can work directly in the platform, reducing Excel handoffs and reliance on third parties.
Tell our AI agent, Fido, what to create, copy, or change, then review the changes before saving.
Account owners can update opportunities, their likelihood, and distribution scenarios directly in the company forecast.
Review charges and backup in native software, connect them to promotions, and use Cash Application to post payment entries.
Compare the work involved in planning promotions, forecasting sales and demand, and managing deductions and payments.
| Module | Confido | Modus |
|---|---|---|
| Trade promotion management | Confido Create and manage your promotion calendar in natural language with our AI agent, Fido. Create promotions, copy calendars, and preview bulk edits before saving. Approved promotions stay connected to planning and accrual workflows. | Modus Manual promotion entry and separate sales-plan updates added work in the documented workflow. |
| Sales forecasting | Confido Reduce spreadsheet handoffs between sales and finance. Let account owners maintain assumptions and opportunities directly in Confido. Compare distribution scenarios as account plans roll into the company forecast. | Modus Sales forecasts built in Excel required finance uploads and repeated handoffs in the documented workflow. |
| Deduction management | Confido Native deduction software gives your team direct access to classification, backup, and promotion matching. | Modus Deductions outsourced to an accounting partner in the documented workflow. |
| Cash application | Confido Native cash application matches remittances, codes payment lines, and posts to the ERP. | Modus Cash application available through a third-party partner. |
| Deduction disputes | Confido Native Confido Auto-Disputes gathers evidence, submits eligible claims, and follows up through repayment. | Modus Dispute management offered through a third-party partner. |
| Demand planning | Confido Demand planning available. | Modus Demand planning available. |
| Supply planning | Confido Supply planning available. | Modus Supply planning available. |
Once the individual modules fit your team, connect them in Confido.
Sales and finance can follow the same event from the agreed terms to actual charges and the remaining balance.
Promotion assumptions link to the the sales forecast.
Matched deductions reduce the promotion's open accrual.
Cash Application carries payment entries into the ERP.
Both platforms offer trade planning, sales forecasting, demand planning, and supply planning. Confido lets sales teams maintain forecast assumptions directly in the platform and use our AI agent, Fido, to manage promotions. Confido also provides native deduction management, cash application, and deduction disputes; Modus offers these accounting capabilities through partners.
Yes. Account owners can maintain assumptions and growth opportunities directly in Confido, including their likelihood and distribution scenarios. Account plans roll into the company forecast, reducing spreadsheet handoffs between sales and finance.
Confido includes native deduction management, cash application, and Auto-Disputes. Your team can review charges and supporting documents, match remittances, post payment entries to the ERP, and manage supported disputes. In the documented Modus workflow, deductions are outsourced to an accounting partner, while cash application and dispute management are available through third-party partners.
Yes. Confido offers both demand planning and supply planning, as does Modus. In Confido, demand planning supports statistical shipment forecasts, comparisons against historical data, and reconciliation with the sales plan.
Implementation typically takes three months.
Get a walkthrough of the modules you’re evaluating and see how they work together.