Trewdy: Your AI Financial Analyst for Trade Spend

Ask a plain-language question about your deductions, trade spend, and promotions. Trewdy gives you a source-grounded answer in seconds, with the clarity of a dedicated financial analyst. No new headcount required.

What is Trewdy?

Trewdy is TrewUp's conversational AI analyst for finance and sales teams at mid-market CPG brands. If you’ve searched for AI agents for finance, Trewdy takes a different path. You ask a plain-language question about your deductions, trade spend, or promotions. Trewdy returns an AI-powered answer grounded in your own TrewUp data. Ask a question, get an answer you can trust.

Ask a Question, Get an Answer in Seconds

Spot the Promotions That Lost Margin

Ask Trewdy: "Which Kroger promotions lost margin last quarter?" You get a ranked answer in seconds, pulled from your promotion and trade spend data, showing each promotion, its ROI, and where the margin went. No custom report to build.

Trace a Deduction to Its Root Cause

Ask Trewdy: "Why did UNFI deductions spike in June?" You get an AI-powered answer that groups the deductions by type. It points to the promotions and chargebacks behind them, so you know what happened before close.

Finance-First Clarity
‍Without Adding Headcount

Your team is lean and short on time. Trewdy gives finance and sales the same clear answers, drawn from one source of truth, so you can act early instead of waiting for month-end. No new hires, no waiting on a report.

Retailer-level performance views from UNFI, KeHE, and Kroger out of the box
Cash application prep that matches payments to invoices without manual entry
ROI tracking by promotion, retailer, and SKU, updated daily
Automated deduction categorization by reason code, type, and customer
Shared dashboards keep Sales, Finance, and Accounting on the same numbers
How Cerebelly Stopped Reacting to Deductions—and Started Managing Trade Spend
Read the full case study
"It really just simplifies everything for me in a one-stop shop."

Ask Trewdy
About the Data That Drives Margin

Understand What Caused Each Deduction

Ask why a deduction hit your account. Trewdy reads your deduction data and TrewValidate results, then explains what type it is and which promotion or contract it ties back to.

Live Dashboards

Live dashboards update daily and let you drill from brand-level totals down to individual SKUs, retailers, and promotions. Finance answers leadership questions without building custom reports. Sales sees how the last promotion performed before planning the next one.

  • Daily updates from UNFI, KeHE, and Kroger portals
  • Drill-down filtering by retailer, promotion, and SKU
  • Shared views for Finance, Sales, and Operations
  • Real-time alerts on unusual deduction activity

Measure Promotion Performance and ROI

Ask what a promotion returned. Trewdy pulls the actuals for any promotion and shows its ROI, so you can plan the next one on real numbers instead of gut feel.

Catch Recurring and Unusual Deductions

Ask which deductions keep coming back. Trewdy surfaces recurring and unusual deduction patterns across retailers, so you can catch what is quietly eroding margin before it compounds.

Why Finance and Sales, Trust Trewdy

TrewUp goes live in two weeks. Finance and Sales lead the rollout. Prebuilt connections to UNFI, KeHE, and Kroger get data flowing on day one, and you get 12 months of historical data immediately. Your team has validated deduction and depletion data before the end of the first month.

Your Numbers, Not a Black Box

Every answer Trewdy gives cites the TrewUp data behind it. You can open the deductions, promotions, and trade spend records that back each result.

You Stay in Control

Trewdy answers your questions and surfaces insights. It does not dispute, approve, or file anything on its own. You decide what to do next.

You Keep Your Current Stack

You do not need an ERP or a TPM to use Trewdy. It works on top of your existing TrewUp data, so there is nothing new to rip and replace.

Your Distributor Data, Built In

TrewUp connects to UNFI, KeHE, and Kroger out of the box. Trewdy answers questions across all of your distributor data from day one.

Your Team, One Source of Truth

Trewdy gives finance and sales the same GL-ready numbers, ready for QuickBooks or NetSuite. No more walking into leadership with two versions of the truth.

You Go Live in Two Weeks

Most customers go live in two weeks, with 12 months of historical deduction data loaded. You start asking Trewdy real questions right away.

Trusted by rewriting the CPG playbook

More than 500 CPG industry leaders use TrewUp to see their trade spend clearly. At Cerebelly, deduction validation went from several days to minutes, and the team caught $17,000 in incorrect deductions

Deduction Validation Software FAQs

‍
Is Trewdy an AI agent for finance?
What can I ask Trewdy?
Does Trewdy work for accounting teams?
Do we need an ERP or a TPM to use Trewdy?

See Trewdy Answer Your Trade Spend Questions

Book a demo and ask Trewdy a question about your own trade spend, deductions, and promotions