# 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

### Do more with Confido

#### 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

## Do more with Confido

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