Is Trewdy an AI agent for finance?

Trewdy is an AI financial analyst, not an autonomous or agentic system that acts on its own. You ask it questions about your trade spend, deductions, and promotions, and it gives you AI-powered insights and analysis grounded in your TrewUp data. It surfaces answers so you can decide what to do. It does not dispute, approve, or file anything for you.

What can I ask Trewdy?

You can ask about your deductions, your trade spend by retailer and SKU, how a promotion performed, and which deductions keep recurring. Trewdy answers in plain language, grounded in your own TrewUp data. There is no report to build first.

Is Trewdy conversational analytics or conversational BI for CPG?

Yes. Trewdy brings conversational analytics to CPG trade spend. Instead of building a report or a dashboard query, you ask a plain-language question and get an answer drawn from your deductions, promotions, and trade spend data.

Does Trewdy work for accounting teams?

Yes. Accounting and cash application teams use Trewdy to ask about deduction types, root causes, and recurring patterns without building custom reports. It works as an AI analyst for finance and accounting, grounded in your matched deduction data.

Do we need an ERP or a TPM to use Trewdy?

No. Trewdy works on top of your existing TrewUp data, and TrewUp connects to UNFI, KeHE, and Kroger out of the box. Most customers go live in two weeks, with no ERP or TPM required.

AI Agents for Finance? Meet Trewdy, the CPG Analyst

Trusted by 500+ CPG industry leaders

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.

See performance by retailer, promotion, and UPC/SKU in real time

Understand retailer-level trade spend profitability with clean, reconciled actuals

Track trade spend ROI to identify your most profitable promotions

Reduce manual work with AI-driven deduction categorization

Align sales and finance teams on a single source of truth

How Javvy Coffee Recovered $165K in Deductions and Saved 12 Hours Every Week with TrewUp

Read the full article / case study

Dave Agan

VP of Sales, Javvy Coffee

I would highly recommend any startup company coming to TrewUp. You've been great. I'm always willing to help because the platform has made such a difference for our business.

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.

See Trade Spend by Retailer

Ask how much you spent with UNFI, KeHE, or Kroger. Trewdy breaks down trade spend by retailer, promotion, and SKU, so you can see where your dollars actually went.

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.

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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

"It really just simplifies everything for me in a one-stop shop."

Alyson Colgan

National Account Manager

10 Common Root Causes of Trade Deductions

Trewdy: Your AI Financial Analyst for Trade Spend

What is Trewdy?

Ask a Question, Get an Answer in Seconds

Spot the Promotions That Lost Margin

Trace a Deduction to Its Root Cause

Finance-First Clarity Without Adding Headcount

Ask Trewdy About the Data That Drives Margin

Understand What Caused Each Deduction

See Trade Spend by Retailer

Measure Promotion Performance and ROI

Catch Recurring and Unusual Deductions

Why Finance and Sales, Trust Trewdy

Your Numbers, Not a Black Box

You Stay in Control

You Keep Your Current Stack

Your Distributor Data, Built In

Your Team, One Source of Truth

You Go Live in Two Weeks

Explore More of the TrewUp Platform

Process Deductions Faster and More Accurately

Match Cash to Every Deduction

Run Trade Spend on One Platform

Turn Trade Spend Data Into Insight

Put Every Trade Dollar to Work

See Every Promotion Clearly

Trusted by rewriting the CPG playbook

AI Agents for Finance FAQs

See Trewdy Answer Your Trade Spend Questions

Finance-First Clarity
Without Adding Headcount

Ask Trewdy
About the Data That Drives Margin