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Confido - Financial Management Tool

Financial Management · Founded by Justin Hunter in 2020

Confido

Confido

First automated AI Financial OS for CPG – Cash Application, Deductions Management, TPM, and Forecasting

Cost

Demo

Rating

People love it

Time to value

Moderate Setup (1-3 hours)

You can use Confido to automate cash application, manage deductions and disputes, track trade promotion spending, and forecast sales for consumer packaged goods companies. It consolidates financial operations across accounting, trade promotion management, sales forecasting, and demand planning. The system integrates with retailer portals like Walmart and UNFI to extract payment data and automatically categorize deductions. You get visibility into trade spend performance, AI-driven forecasting recommendations, and dispute tracking from submission to payment recovery.

What Confido does

Process retailer remittances and match to invoices automaticallyCategorize deductions by promotion codes and reason typesCreate trade promotion calendars with approval workflowsGenerate demand forecasts with statistical model recommendationsTrack shopper marketing budgets and campaign performanceSubmit and monitor dispute claims across retail customersSync financial data with existing ERP and accounting systemsGenerate custom reports for sales and finance teamsExtracts payment data from 40+ retailer portals automaticallyAI-powered deduction classification and routingTracks trade promotions from agreement to paymentForecasts sales with seasonality and velocity recommendationsMeasures shopper marketing campaign lift and ROIAutomates dispute submission and tracks recovery ratesSyncs with ERP systems at custom granularity levelsProvides store-level and DC inventory visibility

Tutorials & Demos

Frequently asked

Walmart, UNFI, KeHE, IRI, Circana

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Confido, CPG finance, cash application, deductions management, trade promotion management, sales forecasting, demand planning, accounts receivable, retail data integration, financial automation, dispute tracking, gross-to-net optimization, consumer packaged goods, retail analytics, trade spend tracking