Balance Sheet Reconciliation

Trade Promotion Reconciliation

Automate matching of sales, deductions, and trade promotions to compare planned vs. actual sales.

Reminders & Collaboration

Key Capabilities

Sync Trade Promotion Data

Sync Trade Promotion Data

Sync trade promotion data from multiple sources.

Separate Data for Reconciliation

Separate Data for Reconciliation

Organizes the trade promotion data into categories.

Discover Matching Rules

Discover Matching Rules

Match trade promotion activities with sales and deductions.

Match Trade Promotion Transactions

Match Trade Promotion Transactions

Match planned promotions against actual sales data.

Review Exceptions

Review Exceptions

Flag any exceptions or unmatched items for manual review.

Journal Creation

Journal Creation

Automate the journal preparation for unmatched trade promotion transactions.

Journal Posting Workflow

Journal Posting Workflow

Automate journal posting to the ERP after approval.

400+ Enterprise Customers
Enterprise Customers
600+ Mid-Market Customers
Mid-Market Customers