Every trade dollar tracked. Every deduction resolved.
ModusCPG gives your finance team AI-powered tools to move faster, see further, and stop fighting spreadsheets.
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What you get.
9 purpose-built tools.
Retailer allowances with automatic versioning. Scan allowances, reclaim, terms, broker commission — all structured with product group overrides.
See the complete revenue waterfall from gross to net for any retailer, product, or time period. No more surprises at month-end.
Build promotions with type, dates, lift predictions, and budget impact in under 30 seconds. Full lifecycle from draft to complete.
Upload deduction documents in any format. AI extracts line items, matches to promotions, and classifies by trade bucket automatically.
Kanban-style dispute workflow with auto-generated dispute letters, deadline tracking, and resolution analytics.
Create deduction correction rules in plain English. "If retailer is Kroger and amount is under $50, auto-approve." AI compiles it.
Match incoming checks to open deductions. Automated matching by amount, retailer, and date with manual override.
Track recovery rates by retailer, reason code, and aging bucket. See which disputes are worth fighting.
Real-time trade spend vs. budget by retailer and period. Know where you're overspending before it's too late.
Before vs. After.
You have $2M in open deductions, 300 unprocessed documents, and the CFO wants a trade spend report by Friday. You start triaging.
Dex has already parsed and matched 280 of those documents. 180 were auto-approved by your rules. Tally shows budget pacing in real time. The report writes itself.
Powered by AI agents.
These features aren't just software — they're run by specialized AI agents that learn your business, collaborate with each other, and automate the work your team doesn't have time for.
Promotions. Trade rates. Budget pacing. Cost structures. Promo ROI.
Document ingestion. AI matching. Auto-dispute. Portal playbooks. Aging.