Confido for Sage Brands
AI-powered cash application, deduction management, auto-disputes, trade promotion management, sales forecasting, and demand and supply planning - purpose-built for CPG and synced with Sage. No rip and replace.
See How Confido Works with SageHow It Works
A Two-Way Sync That Keeps Sage
as Your System of Record
Confido connects to Sage to pull in invoices, payments, and customer data automatically. As Confido matches payments, resolves deductions, and flags disputes, the results sync back to Sage so both systems stay aligned.
No Duplicate Data Entry
Confido pulls your AR and invoice data from Sage automatically, so your team isn't keying the same records into two systems.
Sage Stays Your Source of Truth
Confido is additive, not a replacement. Your GL, close process, and audit trail all remain in Sage exactly as they are today.
Secure by Design
Confido connects to Sage over the same encrypted, OAuth-authenticated APIs your finance systems already rely on. Your data moves securely in both directions, nothing bolted on the side.
What Confido Adds
The AI Layer to Complement Sage Brands
Confido's modules are purpose-built for CPG teams who are done
managing back-office workflows in spreadsheets.
managing back-office workflows in spreadsheets.
Cash Application
AI matches incoming payments to open invoices with extraction accuracy. Your AR team reviews exceptions, not every remittance.
Deduction Management
Every deduction is auto-tagged by type, retailer, and validity. Your team works a prioritized queue instead of a spreadsheet with thousands of rows.
Auto-Disputes
Invalid deductions get flagged and disputed automatically. No manual letter-writing, chasing retailer portals, and collecting the relevant supporting documentation.
Trade Promotion Management
Build your TPM calendar, track spend against plan, and reconcile trade dollars back to actual POS performance in one place.
Sales Forecasting
Item-level sales forecasts built from your live POS data and trade calendar. Finance and sales finally working off the same number.
Demand and Supply Planning
Demand plans built from POS data and trade calendars, and supply plans that translate those forecasts into shipment and inventory targets so your DCs are never caught short.
FAQ
Frequently Asked Questions by Sage Teams
Does Confido replace Sage or require us to change our GL setup?
Confido does not replace Sage. It runs alongside it. Your chart of accounts, close process, and GL stay exactly as they are. Confido adds automation for what Sage does not handle natively.
What does implementaion look like for a Sage brand?
Confido's team handles the Sage integration end to end, with a dedicated customer success manager assigned to your account. We build and configure the connection to fit your existing workflows and chart of accounts.
We manage multiple brands on the same retailer EDI. Can Confido handle that?
Yes. Confido supports multi-brand environments with separate workflows per brand. You get consolidated visibility across brands and retailers while keeping each entity's AR and trade data organized independently.
We're already deep in Sage. Will this require IT resources to implement?
Confido's team builds and configures the integration for you. Your IT team grants access to your Sage environment, and Confido manages and maintains the connection from there.
How It Works
Do more with Confido
Cash Application
Accounting meets AI-powered automation
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Deductions Management
Tag, route, and review deductions efficiently with built-in approvals and collaboration tools.
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Trade Promotion Management
Centralized promotion calendar with auto-matched deductions and contracts
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Forecasting
Adaptive forecasting that does the work for you
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Shopper Marketing
Visibility into every shopper marketing campaign
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Sales Analytics
Simple analytics for food and beverage brands
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Demand Planning
Integrated Demand Planning Functionality, Informed by Sales Inputs and Live Retailer/Distributor Data.
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Disputes
End-to-end dispute visibility so you can submit, track, and recover with confidence.
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The AI Infrastructure for CPG Brands
Confido is purpose-built for CPG brands to manage deductions to production plans and serve as the single source of truth for accounting, finance, sales, and operations.
