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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A calendar-style project management view is displayed.

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,

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

Confido offers an end-to-end solution for trade promotions — from planning promotions on a centralized calendar to analytics that track spend and surface what’s driving performance.

Trade Calendar

Accural True-Up

Contact & Deduction Matching

Promotion Insights

Trade Calendar

Manage events in one place

Confido's calendar makes it easy to create and manage promotion events by retailer,distributor, or planning group. Add key details like start date, scanback days, and deal structure.

Accrual True-Up

Manage events in one place

A light beige, computer interface shows a multi-step form for creating a promotion. The form has multiple sections.

Confido's calendar makes it easy to create and manage promotion events by retailer,distributor, or planning group. Add key details like start date, scanback days, and deal structure.

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 auto-matches deductions and contracts to the correct trade events — eliminating manual uploads, file digging, and spreadsheet reconciliations.

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.

Get a clear view into trade performance with side-by-side comparisons of forecasted spend, actual deductions, and net ROI. Drill into individual events, products, or retailers to uncover what’s driving results.

WHO IS IT FOR

Best-in-class software for every department

VALIDATE

For Finance

Maintain full visibility into trade spend with tools to track accruals, match deductions to contracts, and measure ROI.

A circle showing a slice of it a bit higher.

Track planned vs. actual spend

Analyze ROI at the promo or customer level

Maintain clean accruals

Auto-match deductions to contracts

PLAN

For Sales

Easily plan, update, and track trade events in one calendar – with auto-matched deductions to make month-end close seamless.

Plan and manage promotions by customer or group

Update rates, scanback dates, and spend in real time

See promo impact on net sales

Track performance against targets

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