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Get Access to the Free AI-Powered TPM Tool PromoQuery

  • Built by CPG accountants and AI experts.25+ years in trade promotion and deduction accounting, with AI automation built into every workflow.
  • Live before your next planning cycle.25+ years in trade promotion and deduction accounting, with AI automation built into every workflow.
  • No license fee.No per-user charges. No setup fees. Core platform is free forever.
  • Easy Excel upload option.No need for a specific template. Upload what you already have and see your promotions in the tool.
  • AI-powered deduction recovery.Every retailer claim is automatically matched to the approved promotion, shipment volume, and proof of delivery. Invalid claims are flagged in seconds.
  • Expert managed services.Optional hands-on support from experienced CPG deduction specialists for setup, dispute recovery, and month-end accruals.
  • One plan for sales and finance.Sales builds it, finance approves it, everyone works from the same numbers.
  • Proven with CPG brands.From $50M to $300M in revenue, across food, beverage, personal care, pet, and household categories.

PromoQuery Process

One AI-Powered TPM Workflow. From Setup to Reporting.

PromoQuery organizes the full trade promotion workflow in one AI-powered platform, from setup and planning through AI-powered deduction recovery, dispute management, and reporting. Expert managed services are available for brands that want recovery handled for them.

Promotion Data Setup

Product tree, retailers and distributors, deduction types, promotion groups, and configuration in one structured setup.

Planner & Calendar

Create promotion plans and see scheduled activity in one structured calendar, by customer, mechanic, or period.

AI-Powered Deductions

Record retailer deductions, validate them against approved promotions automatically, and route invalid claims to the dispute workflow for recovery.

Actual Volume

Record actual shipment volume and compare the promotion plan with what occurred, with variance flagged by SKU and retailer.

Retailer P&L / Roll-Ups

Review planned, actual, and latest-estimate (LE) financial performance by retailer in one gross-to-net view.

Reporting

Generate period, retailer, promotion group, deduction type, and plan-versus-actual reports. Schedule automatic delivery to the CFO’s inbox.

Promotion Data Setup

Set Up Products, Customers, Discounts and Promotion Groups

Every CPG company structures trade promotions differently. PromoQuery provides a defined environment for organizing the product tree, customer master, deduction types, and promotion groups used when promotions are created, so sales, trade marketing, and finance work from the same foundation.

Product treeRetailers & distributorsDeduction typesPromotion groups

Multiple products can be organized into promotional groups, while deduction types reflect how your business classifies trade, non-trade, marketing, and other promotional activity. This structured setup is what powers PromoQuery’s AI-powered deduction recovery, since every retailer claim is matched against a clean, consistent data foundation.

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Settings
Core Configuration

Products
128
Retailers
24
Promo Groups
18

Product Tree
Brand → Category → SKU
READY

Deduction Types
Trade / Non-Trade / Other
READY

Promotion Groups
Customer-specific promotional combinations
READY

Planner & Calendar

Build Your Promotion Plan in One Structured Planner

Move promotion planning away from disconnected spreadsheets. Build every promotion inside the planner by customer, SKU, period, and mechanic, then see the full plan laid out across the calendar. AI-powered forecasting models baseline volume, promotion lift, and expected net revenue, so sales and finance approve plans built on data, not guesswork.

The full Planner and Calendar are included in both the free and expanded versions of the TPM tool.

Customer and SKU-level planningPromotion mechanics, dates, and lift modelingBudget, approval, and audit logShared promotion calendar across sales, trade marketing, and finance
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AI-Powered Deductions & Dispute Management

Match Retailer Claims With AI-Powered Deduction Recovery

Suppose a retailer claims that part of a delivery was short. Before accepting the deduction, the claim needs to be compared against the quantity shipped, proof of delivery, quantity received, and the amount deducted. Our AI engine runs this three-way match automatically in seconds, across every incoming deduction and every retailer.

If shipment records show no shortage, the deduction is routed to our integrated dispute workflow with a complete evidence pack ready for the retailer’s AR team. For brands that want recovery handled end-to-end, expert managed services dispute and collect flagged claims on your behalf. CPG customers typically recover $150,000 to $200,000 per year in previously-paid invalid deductions.

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AI-Powered Deductions

Claim → Evidence → Decision

Retailer Claim
What is being deducted?

Shipment Volume
What quantity left the warehouse?

Proof of Delivery
What was documented as received?

Validation
Does the deduction agree with the records?

Actual Volume

Connect Your Promotion Plan With Actual Volume

A promotion starts with a plan, but the final financial result depends on what actually shipped. Our platform ingests shipment and POS data automatically through Excel upload, EDI feeds, or SPS Commerce, so planned volume and actual volume live side by side.

Record and overlay actual volume so sales, trade marketing, and finance can compare planned promotional activity with real business performance. The platform flags variance by SKU, retailer, and promotion group, and recalculates trade spend accruals automatically when actual case volume differs from the plan, so finance stops booking surprises at month-end.

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Plan vs Actual Volume
Current Period

Planned Cases
24,000
Actual Cases
21,800
Variance
−2,200

Retailer P&L / Roll-Ups

See Planned and Actual Performance by Retailer

Promotion managers need more than a calendar. Our platform includes retailer-level gross-to-net P&L and roll-up views across planned, actual, and latest-estimate (LE) performance, so sales, finance, and FP&A can review how promotional activity translates into cases, units, gross revenue, trade spend, non-trade spend, and net revenue by customer, period, or promotion group.

Planned revenueActual revenuePlanned trade spendPlanned trade spendLatest estimate (LE) roll-upsPromotion-level and SKU visibility
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Retailer P&L

Retailer A▾
2026▾
Export

MetricPlannedActualLatest Estimate
Cases30,00032,50032,000
Units360,000390,000384,000
Gross Revenue$720,000.00$780,000.00$768,000.00
Trade $$108,000.00$109,200.00$110,592.00
as % of Gross Revenue15.0%14.0%14.4%
Non-Trade $$21,600.00$21,840.00$22,272.00
as % of Gross Revenue3.0%2.8%2.9%
Net Revenue$590,400.00$648,960.00$635,136.00
as % of Gross Revenue82.0%83.2%82.7%

Reporting

Turn Promotion Data Into Reports Your Team Can Use

Bring promotion, spend, deduction, and actual-volume data together to understand performance without rebuilding reports in spreadsheets. The platform turns live data into ready-to-send reports and dashboards, with scheduled email delivery to sales, finance, FP&A, and the CFO. Structured reporting views include:

Monthly and quarterly performanceYear-to-date resultsRetailer and distributor performancePromotion group and mechanic performanceDeduction type analysisPlanned vs. actual revenuePlanned vs. actual trade spend
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Dashboard

Planned Revenue
$1,992,000.00
Planned Spend
$340,320.00
LE Revenue
$2,032,800.00
LE Spend
$382,164.00
Unmatched Deductions
14
REVIEW

By Retailer
Swipe to see all columns ↔

RetailerPlanned SpendActual SpendLE SpendPlanned RevenueActual RevenueLE Revenue
A$108,000.00$109,200.00$110,880.00$720,000.00$780,000.00$792,000.00
B$86,400.00$119,880.00$121,824.00$480,000.00$444,000.00$451,200.00
C$57,600.00$58,800.00$60,480.00$360,000.00$336,000.00$345,000.00
D$48,000.00$47,880.00$49,248.00$240,000.00$252,000.00$259,200.00

PromoQuery Pricing

Three Plans. One AI-Powered Platform. Start Free.

Three plans. One AI-powered platform. Core is free. Pro adds AI cash application, line-level deduction matching, and ERP integration. Elite delivers end-to-end trade promotion operations through our CPA-led team.

PromoQuery CoreFree

The free TPM platform for emerging CPG brands.

Replace spreadsheets with a centralized platform for planning, tracking, and analyzing trade promotions.

  • Key Features
  • Promotion planning and integrated calendar
  • Actual shipment tracking
  • Deduction tracking and management
  • Retailer-level P&L reporting with consolidated roll-ups
  • Instant activation with just an email address

Start Free. Scale When You’re Ready.


Start Free

PromoQuery Pro

AI-powered TPM and deduction management for growing CPG brands.

Automate critical trade promotion, deduction, and financial workflows with a platform designed for speed, accuracy, and scalability.

  • Key Features
  • AI cash application
  • Line-level deduction matching
  • AI-drafted disputes with confidence scores
  • Monthly US GAAP accrual roll-forward by promotion
  • ERP integration

Transform trade spend management from a manual process into an intelligent, automated workflow.


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PromoQuery Elite

One TPM Platform. Every Workflow. Complete Control.

Designed for CPG brands that want the power of AI combined with dedicated trade promotion, deduction, and financial operations expertise.

  • Key Features
  • Backup documents transcription
  • Automated journal entries
  • Audit log
  • Backup downloads

Let PromoQuery’s technology and experts run the work, so your team can focus on growth.


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When Spreadsheets Stop Being Enough

As Trade Promotion Management Scales, Complexity Grows

A promotion does not end when a discount is approved. Teams still need to connect the customer, products, plan, actual activity, deductions, and final financial result, which is exactly what our platform delivers in one AI-powered system backed by expert managed services.

Promotion Data Lives in Different Places

Product structures, retailers, promotion groups, discount types, plans, and actual results end up managed separately across five or more spreadsheets.

Promotion Structures Vary

Trade, non-trade, marketing, and other promotion expenses are classified differently from one company to another, making roll-ups a manual exercise.

Deduction Claims Need Verification

Retailer claims need to be checked against promotion plans, actual shipment volume, and proof of delivery before they are accepted. Without automation, 5 to 8 percent of claims are paid in error.

Planned Spend Changes

When actual case volume differs from the plan, final promotional spend and accrual requirements shift. Finance ends up booking surprises at month-end.

Reporting Becomes Manual

Teams need planned-versus-actual views across retailers, periods, promotion groups, deduction types, revenue, and spend. Rebuilding them in Excel every cycle takes days.

More Complexity Requires More Control

As users, departments, approvals, data, and deduction volumes increase, a simple spreadsheet process becomes harder to govern.

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What is Trade Promotion Management Software?

What is Trade
Promotion Management Software?

Trade promotion management (TPM) software is an AI-powered platform that helps consumer packaged goods (CPG) companies plan, approve, execute, track, and evaluate trade promotions with retailers and distributors. Modern TPM software, like PromoQuery, combines promotion planning, AI-powered deduction recovery, dispute management, and retailer P&L reporting in one unified system.

The best platforms replace disconnected spreadsheets with structured, AI-automated workflows across planning, forecasting, approvals, trade spend, deductions, and performance reporting, backed by expert managed services so commercial and finance teams work from one source of truth from planning through recovery.

Expertise Accelerated brings these activities together in one AI-powered platform, backed by expert managed services, so commercial and finance teams can work from consistent promotion data from initial planning through final reconciliation and recovery.

See the Trade Promotion Management Process >

One Connected Promotion Record

From customer plan to financial reconciliation

01 · Plan
Customer, SKU, dates, mechanics
02 · Forecast
Baseline, lift, expected volume
03 · Approve
Commercial and finance controls
04 · Execute
Track activity and trade spend
05 · Reconcile
Deductions, accruals, settlements
06 · Evaluate
Margin, lift, plan vs actual, ROI

Built Around Complex Promotion Environments

Trade Promotion Management for CPG and FMCG Companies

Promotional structures vary by category, customer, channel, and market. Our platform is configured around each company’s commercial and financial workflows, supporting direct-to-retailer promotions and distributor programs across grocery, mass, club, drug, dollar, convenience, and e-commerce channels, including Walmart, Kroger, Costco, Target, Amazon, Whole Foods, UNFI, and KeHE.

Consumer Packaged Goods

Manage customer promotions, trade budgets, AI-powered deductions, and gross-to-net performance across large product portfolios.

Learn More

Food & Beverage

Coordinate promotions with demand planning, seasonal activity, customer programs, and inventory requirements across grocery, mass, and specialty retailers.

Retail & Wholesale

Improve visibility across customer programs, pricing, promotional spend, deductions, and performance for brands selling through retailer and distributor channels.

Personal Care

Manage promotional programs across retailers, products, categories, and sales channels, from drug and mass to beauty specialty.

Household Products

Track trade investment and promotion results across customers, products, categories, and retail programs, with gross-to-net visibility by retailer.

Trade Promotion Management Software FAQ

What is trade promotion management (TPM) software?

Trade promotion management (TPM) software is an AI-powered platform used by CPG companies to plan promotions, manage retailer and distributor relationships, track trade spend, and recover deductions in one structured workflow. PromoQuery, built by Expertise Accelerated, is the free, AI-powered TPM software that combines promotion planning, deduction recovery, dispute management, and retailer P&L reporting, with optional expert managed services.

How does TPM software help control trade spend?

TPM software gives finance and commercial teams real-time visibility into planned budgets, promotion commitments, trade spend accruals, actual spend, and retailer deductions in one platform. Our AI-powered deduction recovery flags invalid, duplicate, and unauthorized claims automatically, helping CPG brands recover $150,000 to $200,000 per year that would otherwise be paid in error.

Who uses trade promotion management software?

TPM software is used by sales teams for promotion planning, trade marketing for mechanics and lift forecasting, finance and FP&A for accruals and deduction recovery, and commercial leadership for retailer P&L and ROI analysis. Our platform brings all four functions together, so every team works from the same promotion, deduction, trade spend, and gross-to-net data.

How are trade promotion deductions managed in the TPM software PromoQuery?

PromoQuery uses AI-powered deduction recovery to match every retailer claim against the approved promotion plan, shipment volume, and proof of delivery automatically. Valid claims are approved and posted. Invalid claims (duplicate, over-spend, out-of-period, or no promotion backing) are routed to the integrated dispute workflow with a complete evidence pack ready for the retailer’s AR team. For brands that want recovery handled for them, PromoQuery Elite provides expert managed services delivered by experienced CPG deduction specialists.

Can the TPM software PromoQuery integrate with ERP and CRM systems?

Yes. PromoQuery supports structured CSV and Excel data exchange with NetSuite, QuickBooks, Sage Intacct, SAP, Microsoft Dynamics, Salesforce, and HubSpot, which covers the majority of CPG use cases. Direct bidirectional API integration with ERP, CRM, and EDI systems like SPS Commerce is included in PromoQuery Pro for brands that need real-time data sync.

How is promotion ROI measured in the TPM software PromoQuery?

PromoQuery measures promotion ROI by comparing total promotion cost (trade spend plus incremental supply chain cost) against incremental gross profit generated. Each promotion is evaluated on baseline volume, lift volume, net revenue uplift, and gross-to-net margin. The retailer P&L shows planned, actual, and latest-estimate (LE) performance across cases, units, gross revenue, trade spend, non-trade spend, and net revenue, so finance can measure ROI by customer, period, or promotion group.

Is the TPM software PromoQuery only for large CPG companies?

No. PromoQuery is purpose-built for growing, mid-sized, and lower-enterprise CPG brands, typically $20M to $500M in revenue, with 20 to 200 SKUs and 10 to 50 active retailer and distributor accounts. The right plan (Core, Pro, or Elite) depends on promotion volume, retailer complexity, deduction activity, and whether you want to run the platform yourself or have the Expertise Accelerated team run it for you.

How would you manage the Trade Promotion Process in PromoQuery?

The trade promotion workflow in PromoQuery follows six stages: Plan (customer, SKU, dates, mechanic), Forecast (baseline, lift, expected volume), Approve (commercial and finance controls), Execute (track activity and trade spend), Reconcile (AI-powered deduction matching, accruals, settlements), and Evaluate (margin, lift, plan versus actual, ROI). All six stages run inside one AI-powered platform with no handoffs to external spreadsheets.

Is PromoQuery an AI-powered TPM platform?

Yes. PromoQuery is an AI-powered trade promotion management platform that combines promotion planning, AI cash application, line-level deduction matching, AI-drafted disputes with confidence scores, and retailer P&L reporting in one system. The AI engine matches every retailer claim against approved promotions, flags duplicate and unauthorized deductions, and surfaces recovery opportunities that manual spreadsheet-based processes miss. The PromoQuery Elite plan pairs the AI platform with expert managed services delivered by experienced CPG deduction specialists.

What are the PromoQuery plans and pricing?

PromoQuery comes in three plans. PromoQuery Core is free forever and includes the promotion planner, actual shipment tracking, deduction tracking, and retailer P&L. PromoQuery Pro adds AI cash application, line-level deduction matching, AI-drafted disputes with confidence scores, monthly US GAAP accrual roll-forward by promotion, and ERP integration, at roughly half what comparable TPM systems charge. PromoQuery Elite is fully managed, with the Expertise Accelerated team running the entire platform as an outsourced service.