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Trade Promotion Management

Track Trade From
Agreement
to Accrual

Manage trade promotions end-to-end by linking contract terms, paid deductions, and in-market performance to a centralized event calendar.
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OUR RESULTS

Everyday efficiency, exceptional results

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“Much less time spent, far better results. Confido has been a huge win for our business and trade spend reporting accuracy.”
Lacee Jauregui Headshot
Lacee Jauregui,
Senior Finance Manager, Cappello's
2in1
All your payment info in — smarter deductions out.
75%
reduction in time spent managing TPM
Our Solution

Smarter, integrated trade promotions

Improve trade efficiency and ROI with centralized planning and clear performance insights.
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Trade Calendar

Manage events in one place

Create and manage promotion events by retailer, distributor, or planning group, with built-in support for key details like timing, scanback windows, and deal structure.
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Accrual True-Up

Ensure accurate accruals in real-time

A light beige, computer interface shows a multi-step form for creating a promotion. The form has multiple sections.
Automatically match accruals to actual deductions and trade spend, flag variances early, and keep financials accurate with minimal manual work.
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Contract & Deduction Matching

Auto-match contracts and deductions

An image of a digital interface, likely a contract management system. Two overlapping sections are visible. The top section, titled "Extracted Contract Details", displays information about a contract.
Confido automatically matches deductions and contracts to the appropriate trade events, eliminating manual uploads, file retrieval, and spreadsheet reconciliation.
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Promotion Insights

Know the ROI on every promo

A dashboard displaying a financial analysis, likely for a promotional campaign. Multiple rows for the "Kroger" planning group illustrate the data for each group.
View trade performance with side-by-side comparisons of forecasted spend, actual deductions, and ROI, with the ability to drill into events, products, or retailers.
integrations

Millions of data points captured in one platform

Confido connects directly to 50+ critical data sources, including leading retailers, distributors, ERP platforms, and accounting systems.
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RESULTS

Built for startups and category leaders

Scaling with Smarter Systems: Serenity Kids Automates Deductions
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

Kirk Lin
“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
Streamlining Workflows: Cappello’s Upgrades their Trade, Deduction, and Cash App Operations
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

Lacee  Jaruguei
“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
Scooping Smarter: How Rebel Streamlined Trade and Reclaimed $100K+ in Deductions
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

Brian Fulmer
“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
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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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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POS Sales units vs Average POS Price Per Unit Week Over Week Bar chart

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.
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