Scaling Smarter: Glimpse’s Roadmap for AI-Driven Financial Workflows

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In this Article
We launched Glimpse to solve a problem every CPG brand knows too well: Managing deductions is slow, manual, and error-prone, and revenue often slips through the cracks. And our platform has successfully given your teams back hours of work, helped you capture more revenue, and provided a clearer view of your finances.
Now, we’re taking it a step further, with even smarter automation, faster workflows, and deeper visibility.
Glimpse CTO Kushal Negi shares insights on our latest product launches and how they’re already helping brands deliver 10x impact across finance, trade, and operations.
Next-Generation Platform Revamp
Over the past year, we’ve learned a lot from you — how your teams manage deductions, what slows you down, and what you need to make faster, more informed financial decisions. Those insights shaped one of our biggest updates yet: the launch of Glimpse’s next-generation platform.
This full-stack revamp makes Glimpse more powerful, intuitive, and user-friendly than ever. It simplifies how you manage deductions and financial workflows, improving both efficiency and accuracy. You’ll spend less time navigating disputes, tracking deductions, and digging through files, and more time focusing on initiatives that drive your business forward.
With this upgrade, Glimpse can scale right alongside you, supporting expanded retailer coverage, new AI agents, and the growing needs of your team.
Retailer and AI Agent Expansion
Managing deductions shouldn’t mean navigating a maze of retailer portals and inconsistent data formats. That’s why we’ve expanded Glimpse to support even more major retailers, including CVS, Walgreens, Costco, Kroger, Target, and Amazon — with full U.S. coverage underway and international expansion on the horizon.
Behind this growth are Glimpse’s AI agents. They connect directly to retailer data sources and standardize unstructured information. From there, they automate dispute workflows — eliminating manual work, improving accuracy, and helping your team scale without adding headcount.
Scaling Beyond Deductions
We’ve upgraded our platform to automate broader financial workflows beyond deductions for your team. This includes critical accounting tasks like cash application and month-end reconciliation.
To do this, the platform centralizes and harmonizes raw data from multiple sources — retailer portals, emails, and PDFs — transforming thousands of unstructured files into clean, actionable financial data. That data is automatically integrated into your accounting systems, like QuickBooks or NetSuite, cutting out hours of manual entry for your finance team.
With structured, unified data and automated workflows, you gain a complete view of your financial operations on top of the impact of deductions. This enables faster, more informed decisions and helps your team focus on what matters most.
New Trade Analytics Feature
You asked, and we delivered. One of the most requested features is here: trade analytics with detailed retailer and SKU breakdowns for deductions.
These new trade analytics features give your team unprecedented visibility. They extract line-item data from deduction documents, making hundreds of individual items within a single deduction easily visible and actionable. This means you can plan promotions more effectively, track the impact of deductions on revenue, and identify opportunities to recover invalid deductions.
Trade analytics also support cross-team collaboration. Sales, finance, and trade teams can now work from a single source of truth — without manually consolidating data — keeping everyone aligned and making faster, smarter decisions.
Delivering 10x Impact Across Every Team
Glimpse is the first all-in-one solution that combines dispute automation, financial workflow automation, retailer integration, and trade analytics.
By providing AI-powered support that integrates seamlessly with your existing processes, we empower your team with the tools they need to work smarter and faster. When every member of your finance, trade, and operations teams has clear visibility and actionable insights, they make better decisions, recover more revenue, and drive growth.
Stay tuned for updates as these exciting features continue to evolve.
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