Feasting on Efficiency: Feastables Reclaimed $500K with AI Powered Trade Management

The Problem

As Feastables expanded into national retail, promotions ramped up quickly — and so did the complexity behind the scenes. While an external consulting team had already implemented Confido's Cash Application, the team knew they needed a more comprehensive solution to keep pace.

The first two decisions Philip Chan made after joining as their Trade Manager were strategic: keep trade management in-house for full visibility and find a modern alternative that leveraged AI.

Having worked with Exceedra and vetted several legacy TPM systems, Philip knew how difficult they could be — often requiring long, rigid implementations with limited flexibility.

This time, he was looking for something easy to onboard and adaptable enough to fit Feastables' lean, fast-moving team.

“A previous implementation had taken up to 10 months to complete, with 6–10 months being their normal implementation time frame. It’s outdated in my opinion,” said Philip. “Given that we’re super lean, we needed to leverage AI solutions — and Confido was one of the early adopters of AI.”

After evaluating multiple tools, including newer AI-powered options, Confido stood out for its ease of use, rapid onboarding, and flexibility to scale with the business.

The Solution

Confido’s TPM rollout gave Feastables the structure they needed to support rapid growth, and only took 2 months to onboard with. With trade activity now centralized in one platform, the team could standardize workflows, strengthen accrual accuracy, and track spend by customer and GL account — all in real time.

Philip emphasized the importance of usability across teams. From AI-backed deduction matching to structured trade calendars and accrual views, Confido made it easy to get accurate data without digging through scattered files or click-heavy workflows.

“We didn’t want too many steps just to code a deduction or submit a promotion,” he said. “The system is clean, and the views are really helpful — especially seeing trade actuals against forecasts and consumption.”

Since adopting Confido, Feastables has been able to flag duplicate deductions, reduce errors in accruals, and reforecast more confidently — recouping nearly $500,000 by identifying invalid or duplicate charges and short ships.

“If it’s overspent, we reforecast. If it’s a duplicate, we dispute it right away,” said Philip. “Confido makes it easy to spot those issues and act quickly.”

Exportable reports and shared dashboards also help the team collaborate cross-functionally, giving operations and sales the data they need to investigate issues and prevent future losses.

The Relationship

Feastables chose Confido not just for what it could do on day one — but for how it could evolve with the business. Philip praised the team’s openness to feedback and ability to move quickly on product improvements.

“You’ve already implemented features we requested, like accrual views by customer and overlays of consumption data,” said Philip. “That shows you’re building the product with us.”

With Confido in place, Feastables now has the tools to manage trade proactively, improve cash flow accuracy, and scale operations without sacrificing control.