Trade Spend Management

Bringing transparency and control to complex trade spend operations.

The Challenge

•A sales & distributor managing $12M+ in annual trade spend through spreadsheets and email-based approval chains
•Provisions and tax invoices tracked manually across 4000+ customer accounts and 10+ GL codes
•Approval process involving multiple stakeholders taking 7-10 days per provision
•GL allocation errors leading to financial discrepancies and audit issues
•Sales teams lacking real-time budget visibility, resulting in overspending and inaccurate forecasting
•Finance team with no visibility into pending approvals, making month-end closes stressful and time-consuming

•Built a centralized platform that digitizes the entire provisions lifecycle from creation to approval
•Implemented role-based permissions for secure access control across customer allocations and GL code management
•Created real-time dashboards giving sales personnel instant visibility into their allocated budgets and spending
•Enabled finance teams to monitor all provisions and tax invoices through comprehensive reporting interfaces
•Automated email notifications to keep all stakeholders informed at each stage of the approval workflow
•Added validation rules and audit report generation to ensure compliance and catch errors early

72%

Faster approval processing

100%

Audit compliance rate

$95K

Saved annually in costs

React.Js

Next.js

JavaScript

Node.Js

MongoDB

Docker

Kubernetes

NGINX

AWS