Cash Application

Cash Application meets automation

Automate your cash application with our AI-driven document aggregation, data extraction, and invoice matching — reducing manual hours and clerical errors.

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OUR RESULTS

Everyday efficiency, exceptional results

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"Cash application went from 10 hours a week down to 1 hour a week 👊"

Jake Kuhn

Director of Retail, Goodwipes

99%

accuracy in data extraction

85%

reduction in time spent managing Cash Application

Our Solution

Accounting clarity, from inbox to ERP

From uploading invoices to tagging deductions, accountants rely on Confido to streamline daily tasks and keep their ERP up to date — automatically.

Data Extraction

Deduction Classification

ERP Sync

Data Extraction

Accelerate month-end close

A dashboard showing the metrics related to the forecast for a period of time.

Skip the manual entry. Confido auto-extracts invoice numbers, payment amounts, and deduction reasons — tagging everything up front so your team can reconcile and close faster.

Deduction Classification

Automatic deduction tagging

Confido auto tags promotions to deductions to validate changes and accelerate accrual workflows

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ERP Sync

Keep systems in sync

A dashboard showing a subsidiary payment.

No more double entry or delays. Confido syncs all payment and deduction data to your ERP with a two-way sync — so your records stay current and your books stay clean.

WHO IS IT FOR

Best-in-class software for every department

Automate

For Accounting

Speed up reconciliation by automatically extracting payment data, tagging deductions, and syncing everything to the ERP.  

The green icon of an arrow pointing up inside of a paper sheet.

Automatically extract check and remittance data

Tag deduction reasons and apply payments with confidence

A light teal-green, stylized icon depicts a piece of paper with three horizontal lines, representing a note or document

Sync transactions to ERP with no
double entry

A green icon showing three circles connected by lines.

Reconcile faster with fewer manual
steps

Validate

For Finance

With real-time payment data and clean records, Finance teams can track cash flow and better plan for future growth.

Access accurate payment status across customers

Identify unresolved deductions and
short-pays

Improve forecast accuracy with clean receivables data

Reduce time-to-close with automated cash application

integrations

Millions of data points captured in one platform

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.

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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