Cash Application Meets Automation

Automate cash application with AI-driven document aggregation, data extraction, and invoice matching for faster processing and greater accuracy.

Everyday efficiency, exceptional results

"Cash application went from 10 hours a week down to 1 hour a week 👊"

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

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

Data Extraction

Accelerate month-end close with seamless data extraction

Auto-extract invoice numbers, payment amounts, and deduction reasons, then tag everything so the team can close the books faster.

Deduction Classification

Intelligent deduction tagging

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

ERP Sync

Maintain system alignment with two-way ERP sync

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

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.

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.

Organic, nutrient-packed baby food

Kirk Lin

VP of Finance, Serenity Kids

"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."

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.

Gluten-free pasta and carbs

Lacee Jaruguei

Senior Finance Manager, Cappello's

"Much less time spent, far better results. Confido has been a huge win for our business and trade spend reporting accuracy."

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.

Keto-friendly ice cream

Brian Fulmer

Head of Sales, Rebel Creamery

"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."

How It Works

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Cash Application

Accounting meets AI-powered automation

Deductions Management

Tag, route, and review deductions efficiently with built-in approvals and collaboration tools.

Trade Promotion Management

Centralized promotion calendar with auto-matched deductions and contracts

Forecasting

Adaptive forecasting that does the work for you

Shopper Marketing

Visibility into every shopper marketing campaign

Sales Analytics

Simple analytics for food and beverage brands

Demand Planning

Integrated Demand Planning Functionality, Informed by Sales Inputs and Live Retailer/Distributor Data.

Disputes

End-to-end dispute visibility so you can submit, track, and recover with confidence.

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.

Explore Products

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