Manage retail deductions, cash application, trade promotions and demand planning with Confido.
Confido connects accounting, finance, sales and operations workflows for consumer packaged goods brands. Its scope runs from retailer payments and deductions through trade planning, sales forecasting and supply planning. The platform is designed around the operational details of selling through retailers and distributors, where disconnected records can make it difficult to understand the true outcome of a promotion or payment.
Cash application matches incoming payments with open invoices. Deduction workflows parse and code supporting documents, identify likely disputes and support approval and claim submission. The platform also describes two-way ERP synchronisation and general-ledger submission. These actions should be configured around the brand’s accounting policy and approval controls.
Reporting can be viewed by account, retailer and product. This helps teams follow a deduction or payment beyond a single accounting entry and relate it to the commercial activity behind it. Automated extraction is useful for handling volume, but unusual documents and ambiguous deductions still need review.
Trade promotion management includes a central promotion calendar, planned-versus-actual spending and promotion ROI reporting. Deductions can be matched with promotions so finance and sales work from a connected picture. Demand and shipment forecasting use statistical models and current sales information, with recommendations concerning velocity, distribution and seasonality.
Confido describes connections to retailer, distributor, ERP and accounting data. Its pricing page names QuickBooks Online, QuickBooks Desktop and NetSuite and says custom configurations are supported. A deployment should confirm the exact data feeds and reconciliation behaviour needed for the company’s trading partners, rather than assuming every connection is identical.
Pricing is tailored to annual retail revenue and integration scope, with modules available separately or as a suite. The company offers annual agreements and a startup plan, but does not publish a numerical rate card. Start by reconciling a representative retailer’s payments, deductions and trade plans, then compare the resulting forecast with an established planning baseline before expanding to more accounts.
