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About PromoQuery

Clara AI Deep Dive with Clara AI

PromoQuery is a free Trade Promotion Management (TPM) software designed for Consumer Packaged Goods (CPG) and Fast-Moving Consumer Goods (FMCG) companies to plan, manage, track, and analyze trade promotions, retailer deductions, and promotional spending in one centralized platform. Developed by Expertise Accelerated, a CPA-led accounting and finance consulting firm with extensive CPG industry experience, PromoQuery helps sales, trade marketing, finance, and FP&A teams replace disconnected spreadsheets and manual processes with structured trade promotion workflows. From promotional planning and budget approvals to trade spend reconciliation and retailer profitability analysis, PromoQuery provides the financial visibility businesses need to manage trade investments, reduce costly errors, and make more informed promotional decisions. Key Features and Capabilities Trade Promotion Planning: Create customer-level and SKU-level promotional plans, define promotion mechanics, manage budgets, establish approval workflows, and track activities through a shared promotional calendar. Trade Spend Management: Monitor planned and actual trade promotion spending, track promotional discounts, categorize deduction types, and identify budget variances. Retailer Deduction Management: Record retailer deductions, match claims against approved promotions, validate supporting records, and identify discrepancies that may require investigation or dispute resolution. Promotion Performance Analysis: Compare planned versus actual sales volumes, promotional revenue, and trade spending to evaluate campaign performance and promotion ROI. Retailer Profitability Reporting: Access retailer-level profit and loss (P&L) reporting, gross-to-net revenue analysis, and financial roll-ups to assess customer profitability.

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Screenshots & Videos

Get a snapshot of your planned spend, deductions, and retailer performance on one dashboard you can customize to show the reports that matter to you.
Build every promotion in a grid or calendar view, import your existing Excel plan, and send it through approval before a single dollar is committed.
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Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    74%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    60%

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • NA

Modes of Support

  • 24/7 (Live rep), Online

PromoQuery Features

Accounting Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    74%

Spend Management

Managing the expenditure of a business in order to build its product or services

Expense Tracking

Keep a count of your day to day expenses as well as allows you to quickly identify where the expense report is in the approval process.

Cash Management

Collection and management of cash.

Accounts Receivable

Handling the money the client owes to the company.

Accounts Payable

Handling the money owed by a business to its suppliers.

Budget Forecasting

Helps to create budgets using past performance and future projections. Forecasting uses data, trends, and analytics to predict revenue, expenses, and cash flow.

Payroll Management

Helps in automating the employee payment process, reduces incorrect data input and keep at bay paystub confusion

Tax Management

Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time

Revenue Recognition

Determining the specific conditions under which revenue is recognized or accounted for

Purchasing

Acquiring goods or services required for the business at minimal cost

Project Accounting

Creation of financial reports specifically designed to track the financial progress of projects

Multi-Currency

Enables payment and collection in multiple currencies.

General Ledger

Maintaining and recording all the accounting related transactions.

Fixed Asset Management

Helps in tracking fixed assets for the purposes of financial accounting, preventive maintenance, and theft deterrence.

CPA Firms

Offers collaboration with a professional expert for financial and consulting services.

Collections

Recovery of cash from a business or individual.

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Bank Reconciliation

Matching the balances of an entity's accounting records with the corresponding information on a bank statement.
PromoQuery Pricing

Free Trial

Not available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Open-source )

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PromoQuery Alternatives

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PromoQuery Reviews

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PromoQuery FAQs

What makes PromoQuery unique?

PromoQuery stands out as a free Trade Promotion Management (TPM) software built by CPG accounting and finance experts, rather than general-purpose software developers alone. Developed by Expertise Accelerated, PromoQuery combines over 25 years of trade promotion and deduction accounting experience with modern software capabilities.

Unlike traditional TPM platforms that charge recurring licensing and per-user fees, PromoQuery offers its core software at no cost. It brings trade promotion planning, trade spend management, retailer deduction reconciliation, approval workflows, and retailer-level P&L reporting into one centralized platform.

Its finance-first approach helps CPG brands improve trade spend visibility, reduce revenue leakage, strengthen financial controls, and connect promotional investments with actual profitability.

Why should a person choose PromoQuery over its competitors?

CPG companies should consider PromoQuery because it delivers essential Trade Promotion Management capabilities without the high licensing costs and operational complexity associated with many traditional TPM solutions.

PromoQuery offers several competitive advantages:

  • Free Core TPM Software: No licensing fees or per-user charges.

  • Built for CPG Companies: Developed by professionals with extensive experience in trade promotion accounting, retailer deductions, and financial operations.

  • Faster Implementation: Designed for straightforward onboarding using existing Excel promotion data.

  • End-to-End Trade Promotion Visibility: Connect promotional planning, approvals, trade spend tracking, deduction reconciliation, and financial reporting.

  • Retailer Profitability Insights: Analyze planned versus actual revenue, trade expenditure, and retailer-level P&L.

  • Better Financial Controls: Identify unapproved promotions, validate retailer claims, and reduce potential revenue leakage.

  • Sales and Finance Alignment: Centralize promotional data so commercial and finance teams work from consistent information.

PromoQuery is particularly attractive to CPG brands seeking to replace spreadsheet-based trade promotion processes or reduce their existing TPM software costs without sacrificing essential financial visibility.

How would you describe the primary audience of PromoQuery?

PromoQuery is designed for growing, mid-sized, and large Consumer Packaged Goods (CPG) and Fast-Moving Consumer Goods (FMCG) companies that manage complex retailer promotions, trade marketing budgets, customer deductions, and promotional profitability.

Its primary audience includes CFOs, finance directors, FP&A managers, trade promotion managers, sales directors, revenue growth management teams, and commercial finance professionals.

PromoQuery serves businesses in food and beverage, consumer goods manufacturing, personal care, household products, retail, and wholesale distribution.

It is especially valuable for CPG brands transitioning from Excel-based trade promotion tracking, struggling with retailer deduction reconciliation, seeking greater control over trade spend, or looking for a cost-effective alternative to expensive TPM software platforms.

The platform supports collaboration between sales, finance, and trade marketing teams while helping decision-makers improve promotional accountability and customer profitability.

What is PromoQuery used for?

PromoQuery is Accounting Software. PromoQuery offers the following functionalities:

  • Spend Management
  • Expense Tracking
  • Cash Management
  • Accounts Receivable
  • Accounts Payable

Learn more about PromoQuery features.

What are the top alternatives for PromoQuery?

Does PromoQuery provide API?

No, PromoQuery does not provide API.

PromoQuery Contact

Vendor Details

Not available

Contact Details

Not available

https://expertiseaccelerated.com/trade-promotion-management-software/

Social Media Handles

Not available

FTC Disclosure

SaaSworthy may receive compensation from some vendors featured on this page. This does not influence our editorial evaluation or ratings. [email protected]

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