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What is Glimpse?

Glimpse is a cutting-edge platform that leverages artificial intelligence specifically for consumer packaged goods (CPG) brands, aiming to simplify and automate crucial back-office retail tasks such as deductions management, revenue recovery, and cash application. By consolidating both structured and unstructured data from a variety of sources, including retailer portals, emails, PDFs, and ERP systems, it establishes a centralized hub that acts as the definitive source of truth for financial operations. Through this integrated framework, Glimpse utilizes advanced AI agents trained on a wealth of CPG transaction data to autonomously gather, categorize, and validate deductions, as well as identify root problems and challenge unjust claims across all retail partners. This platform transforms what are often viewed as mere operational costs into a significant revenue recovery channel by systematically reclaiming lost funds while improving trade visibility. Moreover, it enhances cash application processes by accurately matching incoming payments to their respective invoices, managing complex remittances, and ensuring the precision of accounts receivable, thus boosting overall financial productivity. By taking on the intricacies of back-office operations, Glimpse ultimately allows CPG brands to concentrate on their growth strategies and core business objectives. As a result, the platform not only aids in financial management but also fosters a more transparent relationship between manufacturers and retailers.

What is Cashbook?

For companies processing a high volume of transactions, a dedicated system is created to establish smooth interactions between banking institutions and ERP platforms. This strategy has proven effective in improving cash flow, eliminating manual processes, decreasing days sales outstanding (DSO), and enhancing cash visibility. By automating complex financial operations, it transforms the finance department into a more efficient unit. Users benefit from a centralized interface where they can record notes, access lockbox images, resolve deductions, and incorporate real-time data. The intelligent software analyzes historical performance to forecast payment patterns, highlights overdue accounts, and automatically produces user-defined dunning letters. These innovations pave the way for improved collection efficiency and a marked reduction in DSO. Revenue and profits can suffer due to the deduction process, triggered by both large and small businesses using designated customer codes and reasons. The system allows for tailored deduction management compatible with any bank file or remittance format, streamlining the review and approval process. Furthermore, users can create reason and deduction codes directly from remittance data, regardless of the ERP system employed. This all-encompassing solution guarantees that businesses can effectively oversee their financial transactions while significantly minimizing losses associated with deductions, ultimately contributing to a more robust financial health.

Media

Media

Integrations Supported

Amazon
Target
UNIFI
Walmart

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

Windows

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Glimpse

Company Location

United States

Company Website

www.tryglimpse.com

Company Facts

Organization Name

Cashbook

Date Founded

1992

Company Location

Ireland

Company Website

www.cashbook.com

Categories and Features

AI Agents

Not specified

CPG

Not specified

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Expense Tracking
General Ledger
Government
Nonprofits
Purchase Orders
Tax Management

Banking

Compliance Tracking
Corporate Banking
Multi-Branch
Transaction Monitoring

Deduction Management

Not specified

Financial Reporting

Balance Sheet
Cash Management
General Ledger
Income Statements

Payment Processing

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Mobile Payments
POS Transactions
Receipt Printing
Recurring Billing

Reconciliation

Not specified

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