SolutionsCPG
Turn your trade and deduction processes into AI agents
Trail parses your trade agreements, routing guides, promotion terms, buyer emails and tribal knowledge into one governed context graph. Then AI agents run deductions, chargebacks, trade promotions and co-op claims on top of it.
Retailer deductions
This week- 1340deductions taken
- 214in dispute
- 46exceptions
- 89%auto-matched
- DED-40119Northgate Foods$6,210Resolved—
- DED-40204Halbrook Markets$21,800Matching—
- DED-40287Vantage Grocers$38,450HeldL. Ortiz
- DED-40311Cortland Retail Group$12,940ApprovalD. Ames
- DED-40350Pinebrook Stores$3,470Resolved—
Turn a trade agreement into a working agent — in one upload.
Import the trade agreement, retailer routing guide or deduction playbook your revenue-management team maintains. Trail reads it, builds the agent, and shows which clause produced each rule.
- 01
Import process docs
Drop in the trade agreement, routing guide or deduction playbook your team already maintains — PDF, DOCX, scans.
- 02
Agent auto-built
Trail parses them into a context graph. It outlines the agent's role, splits the process into phases, and adds the tools each step needs.
- 03
Review, approve, run
Every learned rule is explained and traced to the exact text it came from. Agents take decisions strictly based on these rules.
“…co-operative advertising claims shall be honoured only where proof of performance is submitted within ninety days of the advertised event; claims presented without tear sheets or equivalent evidence shall be deemed unsupported…”
If a co-op claim arrives without proof of performance, or more than 90 days after the event, deem it unsupported and dispute the deduction.
One graph underneath all your AI agents.
Everything Trail parses collapses into a single governed graph, and everything your CPG teams automate draws from it, whether the work runs in autonomous agents or copilot chats.
Agents - run processes autonomously
- ObserveDED-40287 | PROM-2214 · Trade agreement §6.3
- ReasonAllowance already settled off-invoice
- ActionDispute filed. Credit memo attached
- ObserveCB-7719 | PO-88213 · Routing guide §2.8
- ReasonASN late by 40 min — inside the grace window
- ActionDisputed. Carrier scan attached
- ObservePromotion PROM-2318 · Trade agreement Exh. B §4
- ReasonClaimed spend $14k over the approved fund
- ActionHeld. Sales lead asked to confirm
- ObserveClaim PP-1180 · Distributor agreement §5.4
- ReasonPrice drop lands after the ship date
- ActionRejected. Clause sent to the distributor
Copilot Chats - ask questions and run tasks
Help your agents solve the most complex problems with context graphs.
A retailer takes a late-delivery deduction against a promotion with agreed lead times, on an account with two open disputes, for $46k — 6.1% of the PO, after the buyer approved a revised date by email — dispute or accept?
One question. Five kinds of context, each in a different system — the deduction file doesn't know the agreed lead time, and the trade agreement doesn't know the buyer amended the date.
How the Context Graph works →Trade agreements & routing guides
Policy context · What did we actually agree?
Late-delivery penalty capped at 2%
ERP / customer records
System-of-record context · Which account, which terms?
2 open disputes · 45-day claim window
Deduction arithmetic
Computed context · Is the amount even valid?
$46k = 6.1% · above the 2% cap
Buyer email thread
Conversation context · Was the date amended?
Buyer approved a revised date in writing
Deduction playbook
SOP context · How do we respond?
Dispute, citing cap + buyer approval
Connects to the agent platform you already use.
Point the agents your CPG org already runs, SAP Joule, Agentforce, Copilot, Claude or your own stack, at one Trail brain, through a native Model Context Protocol server, native retrievers, or a plain REST/GraphQL API. Add or switch platforms without re-teaching a thing.
35% of Fortune 500 and 10,000+ companies use Trail
Customer story · Mondelez
“We were doing things manually across SAP, Excel, Outlook against tight deadlines and it was a huge pain point for us. With Nanonets, the process is much more autonomous.”
- Per invoice
- 2+ hrs → under 15 min
- Straight-through processing
- 0% → 50%+
- Annual savings
- $3M+
- Return in year one
- 10× on spend
Teams using Trail see
- 95%Straight-through processing
- 80%Reduction in associated costs
- 15×Quicker turnaround times
Built for how modern
enterprises work.
Trail meets the highest industry standards for your security & compliance. We include all default controls that you'd expect, including SAML SSO, audit logs, IP allow-listing, data lifecycle management, and much more.
- SSO & SCIM
- SAML, OIDC, and SCIM user provisioning with Okta, Azure AD, Google Workspace.
- Role-based access
- Full RBAC and fine-grained access control across orgs, workspaces, agents.
- Audit logs
- Every agent run, approval, and data access is recorded, and streams to your SIEM.
- Private deployment
- VPC, single-tenant cloud, or on-prem. Choose your infrastructure and network policies.
- Data residency
- Pin data processing to US, EU, APAC regions. Customer data never leaves your boundary.
- Human-in-the-loop
- Configure approval gates to route edge cases to Slack, Teams, or email for review.
- Encryption at rest & in transit
- AES-256 at rest, TLS 1.3 in transit. BYOK supported for all customer-managed keys.
- Usage quotas & rate limits
- Per-team budgets and API quotas with real-time cost dashboards. No surprises.
Security built in, not bolted on.
Your data and your company brain never leave your boundary. Independently audited every year, with compliance controls enforced by the platform — not promised on a page.
Held and current — not roadmap targets.
SOC 2 Type IIOngoing security controls
GDPREU data protection
ISO 27001Global ISMS standard
HIPAABAA on enterprise plansTurn your trade and deduction processes
into a competitive advantage.
Bring one trade agreement and one open deduction. We'll show you how Trail proposes rules and builds an agent, which then takes the correct decision and acts on it.
Prefer to read first? Read the FAQ →