B2B Trade Promotion Management Software

100% Accurate Trade Deductions with Automated Promotion Matching

  • Ensure error-free deductions processing with greater control over trade promotions.
  • Minimize disputes with POS data integration, ensuring compliance with promotion terms.
  • Expedite claim matching like never before for seamless deductions handling.

Trusted by 1100+ Global Businesses

trusted customer's logos

Improve claim accuracy and recover trade spend

Just complete the form below

Risisng Star Report

HighRadius Named as a Leader in 2024 Gartner Magic Quadrant for Invoice-to-Cash Applications

Key Features of Automated Trade Promotion Management & Optimization Software

Streamline your promotional strategies with an automated trade promotion planning software designed to simplify deduction tracking and validation.

See How Top B2B Leaders Modernize Payment Acceptance – Without Spending Extra Cost.

You Can Too!

Watch Product Demo

Benefits of Trade Promotion Management Automation Software

Automating trade promotions offers transformative advantages for businesses, addressing inefficiencies and enhancing control over promotional activities.

1

Boost Efficiency

Trade promotion automation reduces time spent on repetitive manual processes, enabling teams to focus on high-value tasks. Automated workflows streamline approvals, resulting in faster promotion execution. For instance, claim processing is no longer a bottleneck, as automated systems handle them at scale, reducing delays and ensuring policy adherence.

2

Enhance Accuracy

Automation minimizes errors in planning, execution, and reconciliation. Real-time data integration ensures accurate matching of deductions and claims with promotional terms, reducing disputes. Businesses can confidently validate deductions and prevent revenue leakage caused by human mistakes.

3

Gain Financial Control

With trade promotion management tools, businesses achieve granular visibility into promotional spending. This enables better budget optimization, precise ROI tracking, and tighter financial oversight. For example, automated reconciliation helps identify unprofitable campaigns, allowing resources to be redirected toward more impactful promotions.

4

Unlock Actionable Insights

Advanced analytics tools turn raw data into meaningful insights. Businesses can evaluate promotion performance, identify successful strategies, and refine underperforming ones. For example, analyzing regional promotion effectiveness can help target future efforts for maximum impact.

HighRadius is the ONLY Vendor named a Leader in all 3 major analyst reports for Accounts Receivable

Gartner logo 2024 Gartner Magic Quadrant
Hackett logo Digital World Class
idc logo IDC MarketScape Leader

How Trade Promotion Software Works?

  • Data Aggregation: The system pulls together sales data, promotion agreements, customer claims, and invoices into one centralized platform
  • ERP & POS Sync: HighRadius connects seamlessly with SAP, Oracle, and POS systems to keep deduction data real-time and accurate
  • Traceability: Maintains an audit-ready record of every promotional deduction to facilitate compliance and reporting.
  • 3‑Way Algorithm Matching: Uses machine-learning-driven 3-way matching to align promotion, claim, and SKU data for accurate deduction reconciliation
  • Advanced Auto-Matching: Automatically captures promotion IDs from claims and applies promo logic to reduce errors
  • Continual Learning: AI improves over time, refining matching accuracy based on exception handling feedback.
  • Rule-Based Validation: Checks deductions against terms, volumes, and timelines to ensure compliance
  • ERP Auto-Posting: Valid deductions are automatically posted to ERP; outliers flagged for review
  • Faster Settlements: Speeds up reconciliation and claim resolution by up to 80%, freeing finance teams from manual grunt work.
  • Smart Issue Detection: Flags mismatches—like duplicates, expired promos, or excess claims—for action
  • Automated Case Routing: Routes exceptions to responsible teams (sales, finance, trade) with full audit trails.
  • Risk-Focused Prioritization: Prioritizes high-risk or high-dollar claims to mitigate revenue leakage.
  • Real-Time Dashboards: Displays deduction trends, ROI analysis, and root-cause breakdowns by customer or promo type
  • Trend & Variance Analysis: Uncovers anomalies like regional claim spikes and recurring disputes for strategic action.
  • ROI Optimization: Empowers businesses to refine spend, better allocate funds, and maximize trade promotion ROI.

Our Trade Promotion Management Platform Seamlessly Integrates with Your Finance Stack

HighRadius builds solid partnerships and offers robust integration capabilities to streamline your trade promotions.

ERP Solutions

Ready to Connect HighRadius with Your ERP?

Download ERP Factsheet

Essential Resources For Automated Trade Promotion Management

O2C Vendor Evaluation Template

AR Vendor Evaluation Template

Download 6 ready-to-use RFP templates covering AR and deduction processes—helpful for teams also managing trade promotion claims.

Download Template
Maximize Revenue: Step-By-Step Guide to Implementing an Automated Billing System

The ROI of AI in AR Automation

Understand how AI reduces costs in AR while helping finance teams manage trade promotion settlements.

Download eBook
The Ultimate Guide to Adopting B2B Payment Processing Solutions in 2024

Guide to Agentic AI in Accounts Receivable

Discover how Agentic AI drives down DSO and optimizes deductions linked to trade promotions.

Download eBook

Within 6 months, our Trade Promotion Management Automation Solution delivers

40%+ Increase in analysts’ Efficiency
30% Increase in Net Recovery Rate
20+% Reduction in DSO

See what our customers are saying about our Automated Trade Management Promotion Software

Mattel Logo
94% Accuracy in Invalid Deduction Prediction
By automating deduction identification and recovery
Read more
land-o-lakes Logo
2x Faster Trade Resolution
With a Centralized system for easy record access
Read more
hersheys Logo
40% Drop in Open Deduction Value
By Auto-aggregation of backup docs like claims, PODs
Read more
Automated credit scoring

What Is Automated Trade Promotion Management?

A Trade Promotion Management (TPM) solution helps businesses manage trade promotions more efficiently by cutting manual work, reducing errors, and improving processes. It automates deduction and claim reconciliation, provides accurate real-time data, and supports faster, better decisions.

Automated Trade promotion management solution integrates data from sales, customer claims, invoices, and promotional agreements into a centralized system, eliminating the need for manual entry and reducing errors. By leveraging AI and machine learning, the software automatically matches claims to promotional terms, ensuring that deductions are accurately validated against the agreed-upon terms. This not only speeds up the resolution of discrepancies but also improves data integrity and reduces the administrative burden.

With trade promotion planning software in place, businesses can efficiently track and manage deductions, proactively identify issues, and resolve disputes more quickly. The result is a more streamlined trade promotion tool process that enhances accuracy, reduces costs, and delivers actionable insights to help refine promotional strategies and maximize ROI.

See How it Works

How to Choose the Best Trade Promotion Management Tool?

End-to-End Promotion Visibility

Pick a TPM tool that gives complete visibility into planning, execution, and settlement. It should consolidate agreements, claims, and sales data in one place. This helps your teams spot underperforming promotions early and improve trade spend ROI.

Strong Claims & Deductions Management

Your TPM should simplify validating claims and deductions. Look for auto-matching to promotions, SKU-level checks, and non-compliance flags. This speeds up dispute resolution and protects margins from revenue leakage.

Seamless POS & ERP Integration

Ensure the tool integrates directly with your ERP and POS systems. This eliminates manual data loads, reduces errors, and creates a single source of truth. It also streamlines audits and compliance.

Advanced Analytics & Reporting

The best TPM tools turn raw data into clear insights. Look for dashboards and predictive analytics to track promotion ROI and identify savings. This shifts your teams from reactive problem-solving to proactive strategy.

Usability & Scalability

Choose a user-friendly platform that your teams can adopt quickly without heavy IT support. Also ensure it scales with growing product lines and new markets, so your investment continues to pay off.

The Hassle of Manual Credit Scoring

Beyond Vendor Reputation: AI-Powered Trade Promotions Drive Real Results.

Choosing a deduction management tool is no longer just about vendor reputation. While reputation may provide some level of assurance, it’s the capabilities of AI-powered trade promotions that truly set apart high-performing solutions. By leveraging AI-driven trade promotion automation solutions, these solutions provide advanced analytics, predictive insights, and intelligent automation. AI enhances forecasting accuracy, allowing businesses to predict sales outcomes and allocate budgets more effectively.

HighRadius’ AI powered trade promotion management software automates the entire deduction process, helping you quickly match, validate, and resolve claims. Real-time dashboards offer actionable insights, enabling teams to make informed decisions quickly.

  • Aggregate Promotion Data
  • Auto-Match Claims & Promotions
  • Run Matching Algorithms
  • Validate Through POS Integration

From Automated to Autonomous: How Agentic AI is Transforming Trade Promotion Management

icons

Smarter Claims Decisions, Every Time

Agentic AI doesn’t just check boxes—it analyzes past promotions, distributor patterns, and customer history to approve or flag claims. This leads to fewer invalid deductions, tighter control over trade spend, and more confident decision-making.

icons

Self-Driving TPM Workflows

AI agents can autonomously handle key TPM processes. One might identify and launch recovery for an overclaim, while another matches invoices to agreements without waiting for manual validation—streamlining approvals and settlements end-to-end.

icons

Seamless Collaboration Across Teams

These agents aren’t siloed. A deduction agent can instantly alert collections if a claim is tied to an overdue invoice, syncing TPM with AR and finance teams for faster dispute resolution and cleaner reconciliation.

icons

Scale Without More Resources

Traditional TPM systems struggle with spikes in claims after big promotions. Agentic AI easily scales, learning from outcomes, reprioritizing tasks, and keeping workflows efficient—so you can grow programs without growing headcount.

Why Choose HighRadius AI Powered Trade Promotion Management Software?

Our trade promotion management solution streamlines complex workflows, reduces manual errors, and provides better control over your trade promotions. It unlocks the full potential of your trade promotions by simplifying claim validations, minimizing revenue leakage, and empowering your team to focus on growth.

How North American SMBs Could Save More than $1.3 Billion in Lockbox Fees

Accelerated Implementation Time

Achieve faster implementation through agile methodologies and advanced automation, ensuring quick user adoption and a swift return on value.

Cut Down Costs, Efforts and Time: 5 Ways to Automate Cash Application

Rapid ROI

Optimized workflows and streamlined processes deliver financial and operational benefits faster, enhancing efficiency and reducing costs.

Business Case Template For Cash Application Automation

Higher User Adoption

Boost user engagement with our Speed to Value approach, featuring demo videos, sandbox access, and customized training to ensure data integrity and confident Decision-making.

Eliminate Complexity in Trade Promotion Management

Automated trade promotion software tackles the challenges of tracking and validating complex deductions, freeing teams from manual data entry. Prebuilt matching algorithms and POS integrations capture accurate, up-to-date sales and promotion data, allowing for faster resolutions. By automatically linking claims to promotions, it minimizes errors and reclaims lost revenue.

Schedule A Demo
From Chaos to Clarity: Streamline Your Credit Management Process with Ease
Value Creation

From Chaos to Cash: How Finance Teams Reclaimed Millions in 6 Months

Enterprises are transforming Trade Promotion Management with HighRadius’ agentic AI—automating everything from promotion planning and claim matching to intelligent dispute resolution. In just six months, AI-powered Trade Promotion Management solution has helped enterprises with automated document aggregation to reduce manual collection time to under  1 hour, linked claims to deductions in under 4 hours, and implemented instant, approval workflows—cutting interdepartmental processing time to mere minutes.

Book A Discovery Call
Finning Deductions thumbnail Coca-Cola-Billboard pillar page thumbnail

FAQs: AI-Powered Trade Promotion Management Software

What are the differences between TPM and TPO?

Trade promotion management focuses on the planning, execution, and tracking of promotional activities. Trade Promotion Optimization involves using data analytics and advanced models to optimize promotional strategies for better ROI. TPM handles the operational aspects, while TPO leverages analytics to improve effectiveness.

What are the key advantages of a trade promotion management system?

Trade promotion management system automates claim validation, ensuring faster resolution and reducing manual errors. It provides real-time visibility into promotional performance, helping identify underperforming campaigns, thereby reducing costs, and helping in better decision-making.

What is a trade promotion automation strategy?

A trade promotion automation strategy focuses on integrating data, automating claim matching, and streamlining reconciliation processes. It aims to reduce manual effort, speed up deductions resolution, and improve data accuracy. The strategy leverages AI-driven automation for better visibility and efficiency.

What are the key challenges of manual TPM in the CPG industry?

Manual TPM in the CPG industry leads to inefficiencies like data errors, and difficulty tracking claims. It requires significant manual effort for claim validation, increasing administrative overhead. Discrepancies and delays in promotions result in revenue leakage and missed optimization opportunities.

What is robotic process automation in trade promotion?

Robotic Process Automation (RPA) automates rule-based tasks in TPM like reading claim documents, matching invoices to promotions, or flagging compliance issues. It reduces manual work, accelerates processing time, and improves accuracy. RPA bots can operate 24/7, boosting team efficiency and scalability.

What should you look for in a trade promotion software?

Look for trade promotion software that offers real-time data integration, automated claim matching, and advanced analytics. The software should provide insights into promotional performance, support AI-driven automation, and reduce manual errors. Flexibility, scalability, and ease of use are also key factors to consider.

What is the pricing of trade promotion management software integration?

For small businesses, TPM software typically comes with basic promotion tracking and limited automation, keeping integration costs relatively low. Mid-sized companies may invest more for advanced features like dashboards and basic analytics. Large enterprises often opt for AI-powered, fully integrated systems with higher implementation and maintenance costs.

How does an AI-powered trade promotion management process work?

AI-powered TPM uses historical sales, customer data, and promotion performance to forecast ROI, optimize spending, and automate claim validations. Machine learning models identify which promotions are likely to perform best across regions or channels. It also flags anomalies and suggests real-time adjustments to reduce revenue leakage.

How can trade promotion management capabilities help my business?

TPM tools centralize all promotion data, improve visibility across teams, and automate manual claim validations. Businesses benefit from better ROI tracking, faster dispute resolution, and fewer deduction errors. It helps align marketing, sales, and finance with a unified promotional strategy.

Accounts Receivable Solutions

Accounts Receivable | Collection Software | Cash Application Automation | Credit Risk Management | Credit Management | Credit & Collection | EIPP | Electronic Invoicing | Invoice to Cash | Invoice Collection | B2B Payments | Order to Cash | O2C Analytics | Integrated Receivable | Deduction Management | Credit Application | Credit Scoring | Exception Management | Dispute Management | Trade Promotion | Dunning Management | Financial Data Aggregation | Remittance Processing | Collaborative Accounts Receivable | Remote Deposit Capture | Credit Risk Monitoring | Credit Decisions Engine

Accounts Payable Solutions

AP Automation | Invoice Processing | Invoice Scanning & Capture | Invoice Coding | Invoice Approval | Invoice Matching | Invoice Management | Supplier Management | Supplier Onboarding | Dynamic Discounting

Financial Reconciliation & Close Solutions

Account Reconciliation | Financial Close | Bank Reconciliation | Balance Sheet Reconciliation | Payment Reconciliation | Transaction Matching | SOX Software | General Ledger Reconciliation | Journal Entry | Variance Analysis| Financial Consolidation | Financial Reporting

Treasury & Cash Management Solutions

Treasury Management | Cash Flow Forecasting | Cash Management | Cash Flow Management | Revenue Recognition | Liquidity Management

Resources

Days Sales Outstanding | Collection Dispute Letter | Accounts Receivable Days Formula | Credit Dispute Letter | Accounts Receivable Days Outstanding | Accounts Receivable Collections | Accounts Receivable Report | Accounts Receivable Aging Report | Accounts Receivable Process | Credit Scoring Model | Dispute Management | Debt Collection Call Script | Credit Risk Management Techniques | Accounts Receivable Department | 609 Credit Dispute Letter | Order to Cash Automation | Collections Performance Metrics | How to Determine Credit Worthiness | B2B Credit Application | Credit & Collection Technology

Ebooks, Templates, Whitepapers & Case Studies

Accounts Receivable Dashboard | Credit and Collection Goals | DSO Calculation Template | Accounts Receivable Aging Report Template | Business Credit Scoring Model | AR Aging Worklist Prioritization | Collection Email Templates | Strategies to Reduce DSO | Collection Maturity Model Template | Credit & Collection Email Templates | Credit Policy Sample | Credit Application Checklist Spreadsheet Template | Collection Email Automation with Excel