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Cash Application

Cash Application
Meets Automation

Automate cash application with AI-driven document aggregation, data extraction, and invoice matching for faster processing and greater accuracy.
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Payment app interface showing unapplied check from KeHE, amount $106,911.41, 110 lines, uploaded 2025-03-17.
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
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Our Solution

Accounting clarity, from inbox to ERP

Reduce manual work, improve cash visibility, and keep your ERP clean and current.
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Data Extraction

Accelerate month-end close with seamless data extraction

Dropdown menu showing store names and a financial table with revenue and sales forecasts for May 2024.
Auto-extract invoice numbers, payment amounts, and deduction reasons, then tag everything so the team can close the books faster.
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Deduction Classification

Intelligent deduction tagging

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Automatically tag promotions to deductions to validate changes and accelerate accrual workflows.
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ERP Sync

Maintain system alignment with two-way ERP sync

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Synchronize payment and deduction data with your ERP via a two-way integration, ensuring accurate, up-to-date records.
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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

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Payment management interface showing one unapplied payment of $106,911.41 with 2% early payment note.
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Cash Application
Accounting meets AI-powered automation
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Confido dashboard showing outstanding and active deductions with bulk update and split-line views
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Deductions Management
Tag, route, and review deductions efficiently with built-in approvals and collaboration tools.
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Confido planning calendar showing color-coded events across weeks
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Trade Promotion Management
Centralized promotion calendar with auto-matched deductions and contracts
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Interactive forecast table for March-May 2025 with dropdown and medium urgency forecast recommendations.
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Forecasting
Adaptive forecasting that does the work for you
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Confido trade promotion calendar showing trade events and shopper marketing programs
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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
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Sales Analytics

Simple analytics for food and beverage brands
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Dashboard showing 2026 annual plan with tables and a line chart for Blueberry product forecasts.
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Demand Planning

Integrated Demand Planning Functionality, Informed by Sales Inputs and Live Retailer/Distributor Data.
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Dashboard showing dispute status and breakdown graphs with metrics on actionable totals and win rate.
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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.
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.
Diagram of Confido modules around the Confido logo, including demand planning, deductions management, trade management and cash application
Explore Products

Do more with Confido

One connected platform for the whole retail finance and planning stack.