Confido

Confido provides an AI-enabled financial operations platform for consumer packaged goods (CPG) brands, unifying cash application, deduction management, trade promotion management, sales forecasting, and demand and supply planning on a single shared data layer. The platform connects to 80+ retailers, distributors, ERPs, and accounting systems, eliminating reconciliation steps by ensuring all teams operate from the same customer, product, promotion, contract, and shipment data. More than 250 CPG brands, including divisions of Unilever, Mars, and Nestlé, plan over $30 billion in retail sales on the system.

Traction 10/10

New York, United States · HQ

Founded 20221207K+ followers

Enterprise Software
Financial Technology
Artificial Intelligence
Software Only

Updated 7 days ago

Funding

Raised to date

$77MRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.

across 3 rounds

$55M · Series B

Announced Sep 2026 · from article date

Disclosed cumulative: $75M

3/3

RoundDateAmountValuationInvestors

Founders

1 founder

Matt Hagy

Founding Engineer

Product

Problem

Consumer packaged goods (CPG) companies face significant inefficiencies in financial operations due to manual processes in cash application, deduction management, and trade promotion management. These disconnected workflows reduce visibility into trade spend, make it difficult to recover invalid deductions, and lead to inaccurate sales forecasting, ultimately impacting financial performance and margin protection.

Solution

Confido offers an AI-enabled financial operations platform purpose-built for CPG brands that unifies commercial and financial workflows on a single shared data layer. The platform automates cash application, deduction management, dispute resolution, trade promotion management, sales forecasting, and demand and supply planning, so all teams operate from the same customers, products, promotions, contracts, and shipments data. When a sales forecast changes, the supply plan updates automatically; when spend moves, finance sees the margin impact before money goes out the door. This eliminates reconciliation steps entirely, as there is nothing to reconcile when all systems read from the same foundation. The platform provides real-time visibility into trade spend, automates dispute filing, and delivers AI-driven recommendations to improve forecast accuracy and protect margins.

Target Audience

Confido targets CFOs, controllers, accountants, sales teams, finance managers, and operations personnel within consumer packaged goods (CPG) companies, from fast-growing emerging brands to divisions of large multinationals, who need to streamline financial operations, improve forecast accuracy, and protect margins.

Features

Unified platform covering cash application, deduction management, auto-disputes, trade promotion management, sales forecasting, sales analytics, demand planning, and supply planning
Automated data aggregation from 80+ retailers, distributors, ERPs, and accounting systems, including syndicated data from IRI and Circana
AI-powered deduction classification and automated dispute resolution with approval routing across departments
Real-time synchronization with accounting systems and two-way ERP syncing with support for custom fields
Integrated shipment and consumption forecasting that automatically links sales forecasts to supply plans
Trade promotion management with approval workflows, accrual reporting comparing actual vs. planned spend, and net sales reporting by retailer, direct customer, and product line
Re-forecasting management with approval controls and audit logs for version control
Reporting dashboards tracking trends across retailers and distributors with real-time retail analytics