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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 👊"
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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.
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Data Extraction

Accelerate month-end close

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

Automatic deduction tagging

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

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ERP Sync

Keep systems in sync

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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.
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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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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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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