The first automated financial operations software built

for CPG

Purpose-built to scale with your business, whether you’re an established or emerging brand

Accounting

Bring speed and clarity to cash application and deductions management
With built-in automation, smart approvals, and 40+ integrations, Confido is your single source of truth across payments, backups, and reporting.
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Cash Application
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Deductions Management
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Unlimited Seats
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Sales & Trade

Plan, track, and optimize trade spend with real-time ROI insights and adaptive forecasting
With trade execution, forecasting, and performance tracking in one place, Confido helps teams align, adapt, and drive results together.
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Trade Promotion
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Forecasting
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Unlimited Seats
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AI-Powered Document Extraction and Recommendations
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Do it all with Confido

Accounting
Auto-match incoming payments with open invoices
One-slick submission to GL
Two-way sync with ERP
Auto-parse and code deductions
Flag likely deduction disputes
Automated approval flows
Submit deduction claims
Account-level reporting
Clearing
Product-level reporting
Retailer-level reporting
Sales & Trade
Create promotion events
Centralized promotion calendar
Auto-match deductions with promotions
Compare actual vs. planned trade spend
Promotion ROI reporting
Unlimited forecasts and re-forecasting
Planning-level user permissions
Consumption-based forecasting
Depletion-based forecasting
Velocity recommendations
Distribution recommendations
Seasonality recommendations
Auto-match incoming payments with open invoices
One-slick submission to GL
Two-way sync with ERP
Auto-parse and code deductions
Flag likely deduction disputes
Automated approval flows
Submit deduction claims
Account-level reporting
Clearing
Product-level reporting
Retailer-level reporting
Create promotion events
Centralized promotion calendar
Auto-match deductions with promotions
Compare actual vs. planned trade spend
Promotion ROI reporting
Unlimited forecasts and re-forecasting
Planning-level user permissions
Consumption-based forecasting
Depletion-based forecasting
Velocity recommendations
Distribution recommendations
Seasonality recommendations

Concierge-level support, always

Whether you’re a one-person show or rolling out Confido across departments, our Customer Success team is here to guide you from the start. Most teams are up and running in under a week — or even faster with our personalized, in-person onboarding designed around your business.

Pricing FAQs

1
How does pricing work?
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Confido’s pricing is tailored to your business. We consider factors like retail payment volume and the number of retailer and distributor integrations to ensure the plan fits your current operations. We offer both monthly and annual plans, and if your business evolves, we’ll work with you to restructure your agreement so it continues to meet your needs.
2
What ERPs does Confido support?
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Confido is designed to integrate with any ERP system. The most common among our customers include QuickBooks Online, QuickBooks Desktop, and NetSuite — we also support fully custom configurations!
3
What customer support does Confido offer?
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We offer concierge-level support from day one. That starts with personalized onboarding — including the option for in-person implementation sessions — and continues with access to dedicated Customer Success and Engineering leads. We also host regular office hours and keep you informed on product updates, so your team is always a step ahead.
4
What kinds of companies use Confido?
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Confido is built for modern CPG brands at every stage of growth. Early-stage and scaling brands use Confido to bring structure, visibility, and automation to payments, trade promotions, and forecasting as they grow into new doors.Mid-market and enterprise teams choose Confido for its flexibility, deep integrations, and ability to adapt to complex operational setups — all without sacrificing ease of use.From startups to household names, Confido scales to meet your needs today and in the future.
5
Does Confido offer startup pricing?
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Yes — CPG startups get a running start with our Starter Plan. It includes everything you need to manage your brick-and-mortar operations and is built to grow with you. As your business scales, it’s easy to add more modules and functionality.

Everything you need to manage and optimize gross-to-net

Confido is purpose-built to help CPG brands optimize and scale their business in a singular platform.
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