DSM Easier AR Deductions Management.
Vividly's deduction scanning module easily converts those annoying PDFs to Excel and supports more than 50 common backup sources, including UNFI, KeHE, Walmart, Target, McLane, and more.
Any of these sound familiar?
Your Accounting teams might be combing through hundreds or thousands of pages of PDF files and adding up totals by hand.
Vividly helps transform your AR deductions management process by allowing bulk uploads of large PDFs that convert to spreadsheets with the click of a button. Our DSM works with complex forms of backup (UNFI, KeHE, and more), seamlessly translating them into sortable, easy-to-read Excel files.
Vividly also offers direct connections with NetSuite, as well as with certain versions of Sage and Intuit Quickbooks. Our integrations help bring your deductions into Vividly automatically, saving your team hours every week and minimizing the chance for errors or missed deductions.
You don't have the ability to easily comb through deductions due to clunky PDFs and it's impacting your P&L.
Let's be honest, identifying invalid deductions by manually combing through various types of reports and formats is cumbersome.
With the deduction backups in Excel format, spotting invalid line items becomes significantly easier.
As you sell more and run more promotions, you'll inevitably have more deductions. This should be exciting, not cumbersome! But that requires a seamless AR deductions management process.
That's why our Deduction Scanning Module is flexible and scalable as volume increases. We also accept custom requests from our clients to build new templates if we don't support the one you need!
See your deductions Vividly
Convert your PDF deductions to Excel files or auto-match to your promotions with our TPM solution. No matter your size, Vividly can ease your deduction pain.
Try for free
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Compare other plan features
Growth
Scale
Full workstream management
Multiple interfaces for specialized tasks
Calendar view of promotions
Advanced product search functions
Fully exportable to Microsoft Excel
Interface for multi-submissions/approvals
Indirect budgeting
Historical lift of similar past promotions for easy planning
Growth
Scale
Create multiple promotions at once
Auto-mapped customers to distributors
Linked contacts & brokers to deals
Customizable GL account and product grouping structure
Attach backups, calendars, & contracts to specific promotions
Ledger style comments section for each promotion
Duplicate deals easily
Stack several types of deals into one promotion
Growth
Scale
Product information (UPCs, alternate names, pricing, product group assignments)
Customer mapping (retailer/ distributor organization)
Customizable notification system (deal declined, comments added, etc.). Option for daily emails
Contacts hub for brokers, buyers, account managers, etc.
Two-level permissions structure for users (Viewer, Admin)
Enhanced four-level permissions structure for users (Viewer, Director, Manager, Admin)
Customer assignments (silo each director's view to only accounts they manage)
Promotion approval guardrails (promo over $X must be approved by VP)
Growth
Scale
Revenue by customer (integrates with any accounting software)
Actuals vs expected comparisons by promotion
Promotion timing analysis (deductions received vs. deal realized)
Interactive actual vs. expected analytics table
POS data integration (SPINS /IRI/ Nielsen/ retailer specific portals- e.g. WFM, Target, etc.)
Bump chart feature with retroactive lift, compliance tracking, and promotion timeline overlay
Revenue, spend, and trade rates by customer
Live accruals interface with proposed reversals
ROI Analysis to improve spend efficiency
Growth
Scale
Utilize the Deductions Scanning Module to collate complex PDF files with an Excel based output
Ability to search for planned promotions and validate against deductions within ERP
Leverage an internal deduction matcher that automates promotion matching for deductions
Streamline transaction deposits within ERP by utilizing Deductions Reconciliation Module
Store all trade and non-trade expenses within the platform
Store retailer/distributor invoice back-up directly to the transaction for added transparency
Internal controls minimize mistakes and drastically simplifies the audit preparation process through our activity log & more
Flag for internal review or dispute to ensure timely resolution of expenses
Communicate cross depart-mentally within the Deductions Reconciliation Module
Growth
Scale
Full workstream management
Multiple interfaces for specialized tasks
Calendar view of promotions
Advanced product search functions
Fully exportable to Microsoft Excel
Interface for multi-submissions/approvals
Indirect budgeting
Historical lift of similar past promotions for easy planning
Growth
Scale
Create multiple promotions at once
Auto-mapped customers to distributors
Linked contacts & brokers to deals
Customizable GL account and product grouping structure
Attach backups, calendars, & contracts to specific promotions
Ledger style comments section for each promotion
Duplicate deals easily
Stack several types of deals into one promotion
Growth
Scale
Product information (UPCs, alternate names, pricing, product group assignments)
Customer mapping (retailer/ distributor organization)
Customizable notification system (deal declined, comments added, etc.). Option for daily emails
Contacts hub for brokers, buyers, account managers, etc.
Two-level permissions structure for users (Viewer, Admin)
Enhanced four-level permissions structure for users (Viewer, Director, Manager, Admin)
Customer assignments (silo each director's view to only accounts they manage)
Promotion approval guardrails (promo over $X must be approved by VP)
Growth
Scale
Revenue by customer (integrates with any accounting software)
Actuals vs expected comparisons by promotion
Promotion timing analysis (deductions received vs. deal realized)
Interactive actual vs. expected analytics table
POS data integration (SPINS /IRI/ Nielsen/ retailer specific portals- e.g. WFM, Target, etc.)
Bump chart feature with retroactive lift, compliance tracking, and promotion timeline overlay
Revenue, spend, and trade rates by customer
Live accruals interface with proposed reversals
ROI Analysis to improve spend efficiency
Growth
Scale
Utilize the Deductions Scanning Module to collate complex PDF files with an Excel based output
Ability to search for planned promotions and validate against deductions within ERP
Leverage an internal deduction matcher that automates promotion matching for deductions
Streamline transaction deposits within ERP by utilizing Deductions Reconciliation Module
Store all trade and non-trade expenses within the platform
Store retailer/distributor invoice back-up directly to the transaction for added transparency
Internal controls minimize mistakes and drastically simplifies the audit preparation process through our activity log & more
Flag for internal review or dispute to ensure timely resolution of expenses
Communicate cross depart-mentally within the Deductions Reconciliation Module
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