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OUR PERFORMANCE
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Our numbers do.
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<5 min
Go Live
<5 min
Go Live
<5 min
Time saved
90%
Time saved
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Time saved
90%
Deductions Recovered
$50M+
Deductions Recovered
$50M+
ONE STOP SOLUTION
THE PROBLEM
Three modules. One platform.
Every deduction is a question mark.
Every deduction is a question mark.
THE PROBLEM
Every deduction is a question mark.
Where’s my money going?
Is the deduction valid?
Hours lost to bookkeeping?
Where’s my money going?
Is the deduction valid?
Hours lost to bookkeeping?
L
L
Leah · Controller
Leah · Controller
Is this deduction even valid?
Is this deduction even valid?
deductions_master_v7_FINAL.xlsx
deductions_master_v7_FINAL.xlsx
Date
Date
Retailer
Retailer
Amount
Amount
Type
Type
Backup?
Backup?
03/12
03/12
Whole Foods
Whole Foods
$3,420.18
$3,420.18
MCB
MCB
No
No
03/12
03/12
???
???
$1,847.50
$1,847.50
SHT
SHT
No
No
03/13
03/13
sprouts farmers
sprouts farmers
$924.00
$924.00
OI
OI
?
?
03/13
03/13
—
—
$612.40
$612.40
DMG
DMG
No
No
03/14
03/14
Wegmans #4471
Wegmans #4471
$2,108.75
$2,108.75
MCB
MCB
Yes
Yes
03/14
03/14
fresh thyme mkt
fresh thyme mkt
$1,205.33
$1,205.33
MCB
MCB
?
?
03/15
03/15
—
—
$487.20
$487.20
—
—
No
No
#deduction-disputes
#deduction-disputes
4
4
Project brief
Project brief
Resources
Resources
To do
To do
Jira board
Jira board
Kenny Park
Kenny Park
11:55
11:55
Did we ever dispute that UNFI shortage?? 😨
Did we ever dispute that UNFI shortage?? 😨
Paul Leung
Paul Leung
11:56
11:56
We missed the due date by a day 😔
We missed the due date by a day 😔
[UNCATEGORIZED]
[UNCATEGORIZED]
UNFI_MCB_2025.pdf
UNFI_MCB_2025.pdf
WESTERN REGION
WESTERN REGION
VENDOR CHARGEBACK REPORT
VENDOR CHARGEBACK REPORT
MCBs BY CUSTOMER
MCBs BY CUSTOMER
57935 BRAND-
57935 BRAND-
Week ending : 07/19/2025
Week ending : 07/19/2025
Brand
Brand
Product
Product
Unit
Unit
Description
Description
Inv
Inv
Disc%
Disc%
MCB
MCB
Category S - Shelf Sales
Category S - Shelf Sales
Moreno Valley, CA
Moreno Valley, CA
Customer : [4742-4] MOTHERS MARKET #1 CHILL (MTR) COSTA MESA, CA
Customer : [4742-4] MOTHERS MARKET #1 CHILL (MTR) COSTA MESA, CA
Customer : [4742-4] MOTHERS MARKET #1 CHILL (MTR) COSTA MESA, CA
Customer : [4742-4] MOTHERS MARKET #1 CHILL (MTR) COSTA MESA, CA
@BRAND
@BRAND
@BRAND
@BRAND
32165
32165
32165
32165
8/5 OZ
8/5 OZ
8/5 OZ
8/5 OZ
BRND CRUNCH SEA SALT 4PK
BRND CRUNCH SEA SALT 4PK
BRND CRUNCH SEA SALT 4PK
BRND CRUNCH SEA SALT 4PK
049864136
049864136
049864136
049864136
20.00%
20.00%
20.00%
20.00%
9.92
9.92
9.92
9.92
@BRAND
@BRAND
@BRAND
@BRAND
32166
32166
32166
32166
8/5 OZ
8/5 OZ
8/5 OZ
8/5 OZ
BRND CRUNCH JALAPENO 4P
BRND CRUNCH JALAPENO 4P
BRND CRUNCH JALAPENO 4P
BRND CRUNCH JALAPENO 4P
049864136
049864136
049864136
049864136
20.00%
20.00%
20.00%
20.00%
9.92
9.92
9.92
9.92
Customer Totals : 4742-4 — MOTHERS MARKET #1 CHILL
Customer Totals : 4742-4 — MOTHERS MARKET #1 CHILL
Customer Totals : 4742-4 — MOTHERS MARKET #1 CHILL
Customer Totals : 4742-4 — MOTHERS MARKET #1 CHILL
$19.84
$19.84
$19.84
$19.84
Customer : [76282] MOTHERS MARKET #11 CHILL (MTR) CORONA DEL MAR, CA
Customer : [76282] MOTHERS MARKET #11 CHILL (MTR) CORONA DEL MAR, CA
Customer : [76282] MOTHERS MARKET #11 CHILL (MTR) CORONA DEL MAR, CA
Customer : [76282] MOTHERS MARKET #11 CHILL (MTR) CORONA DEL MAR, CA
@BRAND
@BRAND
@BRAND
@BRAND
32164
32164
32164
32164
8/5 OZ
8/5 OZ
8/5 OZ
8/5 OZ
BRND CRUNCH WHITE CHED 4PK
BRND CRUNCH WHITE CHED 4PK
BRND CRUNCH WHITE CHED 4PK
BRND CRUNCH WHITE CHED 4PK
049861900
049861900
049861900
049861900
20.00%
20.00%
20.00%
20.00%
9.92
9.92
9.92
9.92
@BRAND
@BRAND
@BRAND
@BRAND
32165
32165
32165
32165
8/5 OZ
8/5 OZ
8/5 OZ
8/5 OZ
BRND CRUNCH SEA SALT 4PK
BRND CRUNCH SEA SALT 4PK
BRND CRUNCH SEA SALT 4PK
BRND CRUNCH SEA SALT 4PK
049861900
049861900
049861900
049861900
20.00%
20.00%
20.00%
20.00%
9.92
9.92
9.92
9.92
Customer Totals : 76282 — MOTHERS MARKET #11 CHILL
Customer Totals : 76282 — MOTHERS MARKET #11 CHILL
Customer Totals : 76282 — MOTHERS MARKET #11 CHILL
Customer Totals : 76282 — MOTHERS MARKET #11 CHILL
$19.84
$19.84
$19.84
$19.84
Customer : [6667-4] MOTHERS MARKET #2 CHILL (MTR) HUNTINGTON BEACH, CA
Customer : [6667-4] MOTHERS MARKET #2 CHILL (MTR) HUNTINGTON BEACH, CA
Customer : [6667-4] MOTHERS MARKET #2 CHILL (MTR) HUNTINGTON BEACH, CA
Customer : [6667-4] MOTHERS MARKET #2 CHILL (MTR) HUNTINGTON BEACH, CA
@BRAND
@BRAND
@BRAND
@BRAND
32165
32165
32165
32165
8/5 OZ
8/5 OZ
8/5 OZ
8/5 OZ
BRND CRUNCH SEA SALT 4PK
BRND CRUNCH SEA SALT 4PK
BRND CRUNCH SEA SALT 4PK
BRND CRUNCH SEA SALT 4PK
049855162
049855162
049855162
049855162
20.00%
20.00%
20.00%
20.00%
9.92
9.92
9.92
9.92
@BRAND
@BRAND
@BRAND
@BRAND
32166
32166
32166
32166
8/5 OZ
8/5 OZ
8/5 OZ
8/5 OZ
BRND CRUNCH JALAPENO 4P
BRND CRUNCH JALAPENO 4P
BRND CRUNCH JALAPENO 4P
BRND CRUNCH JALAPENO 4P
049861974
049861974
049861974
049861974
20.00%
20.00%
20.00%
20.00%
9.92
9.92
9.92
9.92
@BRAND
@BRAND
@BRAND
@BRAND
32167
32167
32167
32167
8/5 OZ
8/5 OZ
8/5 OZ
8/5 OZ
BRND CRUNCH BBQ 4P
BRND CRUNCH BBQ 4P
BRND CRUNCH BBQ 4P
BRND CRUNCH BBQ 4P
049861974
049861974
049861974
049861974
20.00%
20.00%
20.00%
20.00%
9.92
9.92
9.92
9.92
Customer Totals : 6667-4 — MOTHERS MARKET #2 CHILL
Customer Totals : 6667-4 — MOTHERS MARKET #2 CHILL
Customer Totals : 6667-4 — MOTHERS MARKET #2 CHILL
Customer Totals : 6667-4 — MOTHERS MARKET #2 CHILL
$29.76
$29.76
$29.76
$29.76
Emma Thompson
Emma Thompson
Re: UNFI chargeback Q1
Re: UNFI chargeback Q1
Anyone have the MCB chargeback PDF?
Anyone have the MCB chargeback PDF?
6 Jun
6 Jun
Session expired. Please sign in again.
Session expired. Please sign in again.
kenny@cpgbrand.com
kenny@cpgbrand.com
Password
Password
*********
*********
Forgot Password
Forgot Password
Log In
Log In
L
Leah · Controller
Is this deduction even valid?
deductions_master_v7_FINAL.xlsx
Date
Retailer
Amount
Type
Backup?
03/12
Whole Foods
$3,420.18
MCB
No
03/12
???
$1,847.50
SHT
No
03/13
sprouts farmers
$924.00
OI
?
03/13
—
$612.40
DMG
No
03/14
Wegmans #4471
$2,108.75
MCB
Yes
03/14
fresh thyme mkt
$1,205.33
MCB
?
03/15
—
$487.20
—
No
#deduction-disputes
4
Project brief
Resources
To do
Jira board
Kenny Park
11:55
Did we ever dispute that UNFI shortage?? 😨
Paul Leung
11:56
We missed the due date by a day 😔
[UNCATEGORIZED]
UNFI_MCB_2025.pdf
WESTERN REGION
VENDOR CHARGEBACK REPORT
MCBs BY CUSTOMER
57935 BRAND-
Week ending : 07/19/2025
Brand
Product
Unit
Description
Inv
Disc%
MCB
Category S - Shelf Sales
Moreno Valley, CA
Customer : [4742-4] MOTHERS MARKET #1 CHILL (MTR) COSTA MESA, CA
Customer : [4742-4] MOTHERS MARKET #1 CHILL (MTR) COSTA MESA, CA
@BRAND
@BRAND
32165
32165
8/5 OZ
8/5 OZ
BRND CRUNCH SEA SALT 4PK
BRND CRUNCH SEA SALT 4PK
049864136
049864136
20.00%
20.00%
9.92
9.92
@BRAND
@BRAND
32166
32166
8/5 OZ
8/5 OZ
BRND CRUNCH JALAPENO 4P
BRND CRUNCH JALAPENO 4P
049864136
049864136
20.00%
20.00%
9.92
9.92
Customer Totals : 4742-4 — MOTHERS MARKET #1 CHILL
Customer Totals : 4742-4 — MOTHERS MARKET #1 CHILL
$19.84
$19.84
Customer : [76282] MOTHERS MARKET #11 CHILL (MTR) CORONA DEL MAR, CA
Customer : [76282] MOTHERS MARKET #11 CHILL (MTR) CORONA DEL MAR, CA
@BRAND
@BRAND
32164
32164
8/5 OZ
8/5 OZ
BRND CRUNCH WHITE CHED 4PK
BRND CRUNCH WHITE CHED 4PK
049861900
049861900
20.00%
20.00%
9.92
9.92
@BRAND
@BRAND
32165
32165
8/5 OZ
8/5 OZ
BRND CRUNCH SEA SALT 4PK
BRND CRUNCH SEA SALT 4PK
049861900
049861900
20.00%
20.00%
9.92
9.92
Customer Totals : 76282 — MOTHERS MARKET #11 CHILL
Customer Totals : 76282 — MOTHERS MARKET #11 CHILL
$19.84
$19.84
Customer : [6667-4] MOTHERS MARKET #2 CHILL (MTR) HUNTINGTON BEACH, CA
Customer : [6667-4] MOTHERS MARKET #2 CHILL (MTR) HUNTINGTON BEACH, CA
@BRAND
@BRAND
32165
32165
8/5 OZ
8/5 OZ
BRND CRUNCH SEA SALT 4PK
BRND CRUNCH SEA SALT 4PK
049855162
049855162
20.00%
20.00%
9.92
9.92
@BRAND
@BRAND
32166
32166
8/5 OZ
8/5 OZ
BRND CRUNCH JALAPENO 4P
BRND CRUNCH JALAPENO 4P
049861974
049861974
20.00%
20.00%
9.92
9.92
@BRAND
@BRAND
32167
32167
8/5 OZ
8/5 OZ
BRND CRUNCH BBQ 4P
BRND CRUNCH BBQ 4P
049861974
049861974
20.00%
20.00%
9.92
9.92
Customer Totals : 6667-4 — MOTHERS MARKET #2 CHILL
Customer Totals : 6667-4 — MOTHERS MARKET #2 CHILL
$29.76
$29.76
Emma Thompson
Re: UNFI chargeback Q1
Anyone have the MCB chargeback PDF?
6 Jun
Session expired. Please sign in again.
kenny@cpgbrand.com
Password
*********
Forgot Password
Log In
Where’s my money going?
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Hours lost to bookkeeping?
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Validate
Every backup pulled, read line by line, and matched to its deduction. AI flags what isn't valid, you confirm
Recover
Raise disputes without leaving the portal. Track every one, to cash in the bank.
PRODUCT
Every Deduction, Recoverable by AI
Unified deductions inbox
One source of truth for all your deductions
Backup auto-fetch
Every backup pulled, read, and attached
Smart team assignment
Detects and fixes pay disparities to ensure fairness.
Valid / invalid flagging
AI flags every line. Confirm in one click.
Supported
Retailers & Distributors
Supported
Retailers & Distributors
Coming soon…
Privacy first.
Security always.
We never sell or share your data. No data is stored on our servers, and with SOC 2 Type II and ISO 27001 compliance, Roma meets the highest standards for security.
Complete Transparency
Full audit trail of all recommendations.
Data Privacy First
Your data never trains our models.
Human Oversight
You maintain full control of every decision.
Privacy first.
Security always.
We never sell or share your data. With SOC 2 Type II and ISO 27001 compliance, Roma meets the highest standards for security.
Complete Transparency
Full audit trail of all recommendations.
Data Privacy First
Your data never trains our models.
Human Oversight
You maintain full control of every decision.
Privacy first.
Security always.
We never sell or share your data. No data is stored on our servers, and with SOC 2 Type II and ISO 27001 compliance, Roma meets the highest standards for security.
Complete Transparency
Full audit trail of all recommendations.
Data Privacy First
Your data never trains our models.
Human Oversight
You maintain full control of every decision.
SUCCESS STORY
Roma helped Good Day Chocolate recover $38K invalid deductions
Roma helped Good Day Chocolate recover $38K invalid deductions
Roma helped Good Day Chocolate recover $38K invalid deductions
A $3.3M CPG brand used Roma to identify invalid deductions, recover lost revenue, and gain visibility—without adding headcount.
A $3.3M CPG brand used Roma to identify invalid deductions, recover lost revenue, and gain visibility—without adding headcount.
Your deductions,
decoded in real time
Your deductions,
decoded in real time
Upload any remittance advice and see Roma at work. No setup, no account, just your data made legible
Upload any remittance advice and see Roma at work. No setup, no account, just your data made legible
Of course we're compliant!
DEDUCTION INTELLIGENCE
Analyze your deductions with Roma
Connecting to session…
One moment
Roma extracts and classifies every deduction automatically
FAQs
Questions? Roma's already three steps ahead
FAQs
Questions? Roma's already three steps ahead
Have questions
we didn't cover ?
Have questions
we didn't cover ?
Does Roma replace my current accounting or ERP system?
No. Roma works alongside your existing accounting stack. It captures and organizes your UNFI and KeHE deductions in one place, so your team has visibility without changing how you book or reconcile.
Does Roma replace my current accounting or ERP system?
No. Roma works alongside your existing accounting stack. It captures and organizes your UNFI and KeHE deductions in one place, so your team has visibility without changing how you book or reconcile.
Which distributors does Roma support?
Which distributors does Roma support?
Is my data secure?
Is my data secure?
How long does it take to get started?
How long does it take to get started?
What kind of brands is Roma built for?
What kind of brands is Roma built for?
Can small teams use Roma, or is it only for larger brands?
Can small teams use Roma, or is it only for larger brands?
How current is the data in Roma?
How current is the data in Roma?
Visibility over
every dollar.
See Roma in action. 5 minutes. No commitment.
Visibility over
every dollar.
See Roma in action. 5 minutes. No commitment.
Visibility over
every dollar.
See Roma in action. 5 minutes. No commitment.