Finance operators who build · DTC, omnichannel & CPG brands · North America

Your P&L lives in a spreadsheet.Your retailers short-pay.Nobody has time to chase it.

We do. ForceSight puts finance operators inside your team and deploys AI agents into your channel P&L, settlements, deductions and inventory cash — on the stack you already own, live in 30–45 days. The judgment stays with you. The rebuild, the matching and the chasing don't.

Book a discovery call See the finance checkpoint ↓
Ex-FP&A leadership who've closed the books $170M+ leakage found 250,000+ hours returned 250+ brands
Connected on day one Retailer portals, marketplaces, ERP, supply chain and retail media — wired in during Build, no manual export
Enterprise
SOC 2 Type I in progress
SSO / SAML
Deployed inside your VPC or data lake — data stays in your tenant
NDA-first: enterprise references shared on the call, not the page
Who you're hiring?

Finance operators, AI engineers and consumer-retail depth — with the record to prove it.

Most AI shops don't know what a chargeback is. Most finance consultants can't ship. Most CPG software wants you to change how you work. ForceSight is the team behind a platform that has been doing this for consumer brands, in production, for three years.

250+consumer brands running finance on ForceSight today
$1B+of marketplace and retailer payments reconciled to the invoice
5,000+data feeds ingested every night without a human export
250,000+finance-team hours returned across the customer base
$170M+of revenue leakage identified for brands on the platform
Finance

Operators, not analysts

Ex-FP&A and M&A leadership from a $25B industrial. We've closed books, defended accruals and argued with auditors — and we sit on your side of the table.

AI

Engineers who ship into production

A deterministic engine that owns every dollar, an LLM layer that explains and drafts, agents that execute inside your controls. Live across 250+ brands, not a demo.

Consumer & retail

Fluent in your P&L

Gross-to-net, trade spend, post-audit deductions, OTIF fines, co-op and MDF, 1P vs 3P economics, retail media ROAS, weeks of cover, multi-entity close. We've reconciled ~$1B of it and found $170M we shouldn't have.

1 · Consult · we know Find the money and the hours

Diagnose where dollars leak between sell-in and settlement, and where days leak between close and decision — across the whole CFO office, not one report.

2 · Build · we can Wire it in

On your ERP, portals and data lake. Your rules, your controls, your chart of accounts.

3 · Deploy · we will Run it live

Parallel-run, tie out, hand over. Your team operates it; we stay on call.

4 · Own the outcome Accountable for the number

Baseline in Consult, reported against after handover. Recovery-share pricing where the outcome is cash.

Not just automation — a finance checkpoint

An agent that runs the checks your finance lead would run if they had the time — every morning, not at month-end.

Finance automation makes the report faster. A checkpoint makes the number trustworthy. The agent runs a control set across close, P&L, cash and planning against reconciled actuals, flags what's off, assigns an owner, and doesn't let it close until it ties out. Track, trace, accountable.

C01
Close readinessSub-ledgers reconciled, accruals posted, intercompany matched — by entity
pass
C02
Settlement vs invoiceEvery remittance matched to sell-in, by account and DC
pass
C04
Deduction validityShortage, pricing, compliance claims vs BOL / POD / contract
2 flags
C07
Trade & rebate accrualsAccrued vs contract tier, by customer
reviewing
C09
Retail media vs planBilled spend vs approved, spend with no sell-through
1 flag
C12
Inventory & cash lockWeeks of cover, aged stock, cash tied by SKU / DC
pass
Track

Every check, every day, against the same reconciled ledger.

Trace

Every flag links to the invoice, claim, contract or campaign it came from.

Accountable

Every flag has an owner, a due date and a verified dollar impact when closed.

Illustrative board. Built from your ERP, retailer portals and ad platforms in Discovery — every line traces to a reconciled ledger entry.

Our agents · your systems

We deploy our agents to suit your systems and process — never the other way around.

Profit Agent, Deductions Agent and Inventory Planning Agent run in production today across 250+ brands. They take the rebuild, the matching and the chasing; your controller keeps the judgment and the sign-off. In a deployment we don't hand you a login — we scope the agent to your accounts, your controls and your approval chain, wire it into your ERP, portals and BI, and build what's missing.

Deductions Agent · most common first engagement

You won Target. Now they're short-paying you.

Chargebacks, shortages and compliance fines arrive the month after your first big-box PO, and nobody on a DTC team has seen one before. Every deduction coded and matched to the proof — BOL, POD, contract, pricing file. Invalid claims get a dispute drafted and filed in the retailer portal; valid ones get posted to the right GL. Nothing gets written off by default.

Checks it runs
  • Remittance vs invoice, by account and DC
  • Claim validity against shipping and contract evidence
  • Dispute aging, win rate, dollars recovered vs open
EDI 810 / 812 / 820Retail LinkPartners OnlineKrogerVendor CentralStripe / PayPal
Payment intelligence: expected vs received, exceptions and risk, fees and deductions, overdue payouts
Profit Agent

Customer & brand P&L, gross-to-net, daily

Sell-in to contribution margin by retailer, channel and SKU, with trade, deductions, fees, returns and retail media allocated on your rules — not rebuilt in a workbook at month-end.

Checks it runs
  • Margin drift vs plan by account and SKU
  • Loss-making items and the driver behind each
  • Variance commentary drafted for the monthly deck
Runs on
WalmartTargetKrogerAmazon 1P / 3PShopifySAP / NetSuite
Inventory Planning Agent

Weeks of cover, stockout risk and cash locked — by SKU and DC

Retailer POS meets your shipment plan. The engine generates the forecast under your case-pack, pallet and lead-time constraints; the agent flags where cash is trapped and where you'll be fined for being out.

Checks it runs
  • Weeks of cover vs target, per DC
  • OTIF exposure and stockout risk on promoted items
  • Aged stock and cash tied up beyond policy
Runs on
E2openRetailer POSTrade calendarDC lead times
Retail media & ad reconciliation

Ad spend to margin, not just ROAS

Walmart Connect, Amazon Ads and co-op billed against what was approved — and against sell-through. Spend on products with no velocity gets capped; retail media invoices get reconciled like any other deduction.

Checks it runs
  • Billed vs approved plan, by campaign and retailer
  • Spend with no sell-through
  • Co-op / MDF claims vs contractual entitlement
Runs on
Walmart ConnectAmazon AdsInstacartMeta / Google
Actions & close orchestration

Every flag becomes an owned, dollar-tagged task — and the close runs itself

Accrual gaps, margin drops, restock needs, return spikes, cost increases — routed to the right person in Slack or Teams, tracked to close, verified against the ledger when done. Leadership sees a number, not a status update.

Checks it runs
  • Open items by owner, aging, dollars at risk
  • Stalled work — the oldest open item is the early warning
  • Verified impact delivered, per person, per quarter
Runs on
Slack / TeamsEmailJira / Asana

Built to your controls, not a template

Every deployment starts from what your finance team already checks by hand, then encodes it — with your thresholds, your approvers, your GL. If it isn't on this page, that's usually where we end up building.

  • State-level rebate modeling for beverage / alcohol
  • Post-audit deduction defense with a 3-year lookback
  • Multi-entity consolidation across 17 legacy systems
  • 80-slide management deck, generated from the ledger
  • Anything your controller does in a spreadsheet on a Sunday
Before / after ForceSight Deploy

Same finance team. Same ERP. A 4-day close.

Nothing gets replaced. The spreadsheets, portal exports and Slack threads that were the process get replaced by a system that runs it — and an agent that checks it.

Before · day 12 of close
Retail Linkexport · 14 files
Partners Onlineexport · 9 files
Krogerdeductions PDF
Vendor Centralsettlement CSV
SAPFBL5N dump
Cust_PnL_v7_FINALWMT_reconTGT_reconKR_deductAMZ_settleRebates_Q3+11
Account
Invoiced
Remitted
Variance
Owner
Walmart
4,120,300
3,892,110
−228,190
?
Target
2,206,500
#REF!
#REF!
Priya
Kroger
1,748,900
1,700,010
−48,890
?
Amazon
1,331,800
1,290,455
−41,345
Dan
RE: RE: RE: Walmart shortage claims Q3 — “can someone check tab 4 vs the July file?”
Deck v12 — “need variance commentary by tonight”
  • Day 12–15 close, if nothing breaks
  • ~2.5 FTE on rebuild, not analysis
  • 40+ manual exports a month across portals and ERP
  • Deductions written off because disputing costs more than the claim
  • “Why did Walmart margin drop?” → a week to answer
After · day 4 of close
ForceSight Money Brief after deployment
Helix “Walmart contribution margin down 3.1 pts — 62% is shortage claims on two DCs, disputes drafted. Kroger rebate accrual $48.9K under contract tier; posted for approval.”
  • Day 4 close — data lands reconciled, not exported
  • ~0.4 FTE reviewing exceptions the agent surfaced
  • 0 manual exports — connectors run nightly
  • Deductions disputed automatically, tracked to recovery
  • “Why did Walmart margin drop?” → answered, with the ledger line
Time15 days→4 daysto close
Labor2.5 FTE→0.4 FTEon the workflow
Effort40→0manual exports / month
Cash+$38K / modeductions recovered

Illustrative — a $120M omnichannel brand's close. Your baseline is measured in Discovery and reported against after handover.

How a deployment runs

Day 1 to a running CFO checkpoint in 45 days.

One agent, fixed scope, fixed price. Enterprise engagements phase by entity. Value is measured in hours your team stops spending and dollars that stop leaking — baselined before we start.

Day
1–10

Consult

Sit with your CFO, controller, FP&A and data teams. Map the workflow, the systems, the manual hours, the exceptions and the rules nobody wrote down.

Output: scoped build + baseline hours and dollars
Day
10–30

Build

Connect ERP, retailer portals, POS and ad platforms. Encode your rules into the engine. Wire the agent's checks and approval chain.

Output: first live run on your data
Day
30–45

Deploy & prove

Parallel-run against your current close for a full cycle. Reconcile every variance until the outputs tie — then beat them.

Output: hours and dollars, signed off by finance
Day
45+

Own the outcome

Documented, trained, yours. We report against the baseline quarterly; a light retainer covers connectors, monitoring and new checks as your accounts change.

Output: a checkpoint your team runs, a number we stand behind
Illustrative · $120M omnichannel brand · one agent

What “hours saved” means in dollars

Customer P&L rebuild
2 analysts, monthly		96 hrs 6 hrs
Retailer remittance reconciliation
Walmart, Target, Kroger, Amazon		60 hrs 4 hrs
Management deck & variance commentary40 hrs 3 hrs
Deductions disputed and recovered
previously written off		+$38K / mo
Annual impact≈ $610K

Hours at a loaded $85/hr. Recovery is a typical mid-market run-rate, not a guarantee — we baseline yours in Consult and report against it.

Who this is for

From $10M DTC to $2B+ CPG — three versions of the same finance problem.

$10M–$100M · DTC with retail coming in · our sweet spot

You've outgrown the spreadsheet, not the team

Shopify, Amazon 3P, and Target or Walmart just said yes. A finance lead who's also ops. Channel P&L lives in a workbook only one person understands, and the first deduction statement just landed.

Usual first agent Profit Agent (channel P&L) + Shopify / Amazon settlements, then Deductions Agent as retail scales 30 days · founder-led engagement
$100M–$500M · retail-heavy CPG

You have the systems. They don't talk.

SAP or Oracle, a data lake, Power BI, E2open — and a 12-person finance team still hand-building customer P&L, rebate accruals and the monthly deck from portal exports.

Usual first agent Deductions Agent across Walmart, Target, Kroger — plus month-end close and the CFO checkpoint 45–60 days
$500M–$2B+ · multi-entity CPG division

You have a data lake aggregating 15+ systems. Finance still closes in Excel.

SAP or Oracle, E2open POS, a consolidation layer, Power BI — and customer P&L, rebate accruals and the 80-slide deck still hand-built. You need AI querying on a governed foundation, sequenced: data → reporting → agents.

Usual first engagement Consolidation + customer & brand P&L automation + CFO checkpoint, scoped under NDA with your controller and IT 60–90 days · phased

Built for the US retail map

State-level sell-through, DC-level deductions, retailer-specific compliance. The platform already reads 48 states of POS — your deployment adds your accounts, your DCs, your rebate geographies.

Performance by state map and by channel
Why a CFO can sign off on it?

The AI never touches a number. The engine never explains one.

That division of labor is how 250+ brands run their books on ForceSight — and it's what we deploy into yours.

Deterministic engine Owns every figure

Reconciliation, allocations, accruals and P&L math run in auditable code. Same input, same output, every time. Your auditors can read it.

Agents + Helix AI Check, explain, draft, route

Run the control set, narrate variances, draft disputes and commentary, assign owners — always citing the ledger line it came from. Never a made-up number.

Start here

Bring us one leak — or one slow close. We'll tell you the day count.

A 30-minute call with a founder — a finance operator, not an SDR. You'll leave knowing whether it's a fit, what it costs, and what day you'd see the first dollars back.

DTC, omnichannel or CPG brand, $10M and up
Selling through Walmart, Target, Kroger, Amazon or Shopify — usually several
A close, a deduction pile or a P&L still running on spreadsheets and people

Fixed scope · fixed price · 30–60 days · outcome reported against baseline

No sales sequence. A founder replies within one business day.