What UpClear does

UpClear is a privately held software company that provides a cloud-based Revenue Growth Management (RGM) platform, branded Blue (formerly BluePlanner), to Consumer Packaged Goods and Fast Moving Consumer Goods manufacturers and distributors. The platform addresses gross-to-net revenue management spanning annual operating planning, account planning, execution, and settlement, with modular capabilities including Trade Promotion Management (TPM), Trade Promotion Optimization (TPO), Integrated Business Planning (IBP), and Deductions management. The company serves CPG brands across growth stages from emerging regional brands to multinationals such as Danone, Reckitt, Ferrero, Coty, Twinings, Blue Diamond Growers, Beyond Meat, and Blue Buffalo, operating across 25+ markets with multilingual support.

The platform is architected as a unified SaaS system hosted on Microsoft Azure and certified under ISAE 3402/SOC 1, with all modules drawing from a single live database of targets, forecasts, projections, and actuals. AI-powered features include SmartRanking (deduction-to-promotion matching), SmartBase (retail-sales-based predicted base volume), Automated Deduction Back-up Acquisition (via TrewUp integration), and Turn-Key Retail Sales & Inventory Integration. The platform integrates with ERP systems via APIs and flat file exchange, and consumes syndicated retail data from NielsenIQ, Circana, and SPINS to power promotion simulation and ROI models.

UpClear generates revenue through annual or multi-year SaaS subscriptions sold via direct enterprise field sales, with tiered module-based pricing that is not publicly disclosed. Distribution is global with offices in New York and operations spanning North America, Europe, and Asia Pacific, supported by an event-driven marketing motion including Elevate client conferences, RGM Summits, CPG Data Summit, and Deduction Summits. The company is self-funded and profitable, employs 51-100 people, and is led by founder Thierry Soudee as CEO.

Name

UpClear

Legal name

UpClear Inc.

Website

https://upclear.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

51–100 employees

Short description

UpClear provides a cloud-based Revenue Growth Management SaaS platform (Blue) serving Consumer Goods brands globally across trade promotion, pricing, deduction, and integrated business planning, with operations spanning 25+ markets.

Ownership category

akta.pro rank

Product category

Trade Promotion Management Software

NAICS

Software Publishers (513210), Custom Computer Programming Services (541511)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Enterprise Application License Advisory, Vendor Management & Optimization (BPAEAGAO)

akta.pro secondary industries

B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ), Marketing Automation & Campaign Management CRM (HDAEAFAB)

Keywords

• Trade promotion management
• Revenue growth management
• Deduction management software
• Consumer goods analytics
• Trade promotion optimization

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription Platform: Cloud-based software subscription for BluePlanner/Blue RGM platform providing Trade Promotion Management, Trade Promotion Optimization, Integrated Business Planning, and Revenue Growth Management capabilities. Revenue generated through annual or multi-year software licenses with subscription pricing.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

UpClear sells the BluePlanner (now branded as the Blue RGM Intelligence Platform) SaaS platform, which Consumer Goods brands use to manage end-to-end gross-to-net revenue processes including trade promotion planning, execution and analysis, deduction backup acquisition and reconciliation, integrated business planning, trade promotion optimization, and revenue growth management analytics. The platform is modular, AI-augmented, and hosted on Microsoft Azure, serving both mid-market and multinational CPG/FMCG manufacturers and distributors.

Product overview

UpClear's BluePlanner is a unified SaaS revenue management platform that provides end-to-end capabilities for Consumer Goods brands managing trade promotions and gross-to-net revenue. The platform architecture consists of a core BluePlanner system with integrated modules: BluePlanner TPM (Trade Promotion Management) for planning, executing, and analyzing trade promotions; BluePlanner TPO (Trade Promotion Optimization) for predictive analytics and scenario simulation; BluePlanner Deductions for deduction management and reconciliation; BluePlanner IBP (Integrated Business Planning) for connecting commercial and supply chain planning; and BluePlanner RGM (Revenue Growth Management) for strategic pricing and margin analysis. The platform also includes specialized applications (Compass for annual planning, Planner for account execution, Bridge for accruals and settlements) and AI-powered add-on capabilities including SmartRanking (AI deduction matching), SmartBase (AI base volume prediction), Turn-Key Retail Sales & Inventory Integration (automated data feeds), and Automated Deduction Back-up Acquisition (document processing). The platform is hosted on Microsoft Azure and was enhanced in 2026 with the launch of the Blue RGM Intelligence Platform, introducing connected apps and expanded AI capabilities. BluePlanner supports integration with ERP systems, syndicated data providers (NielsenIQ, Circana, SPINS), and retailer portals via APIs and flat file exchange.

Differentiator

Problem solved

Functional benefit

Brands

• BluePlanner: Original trade promotion management software platform now rebranded as Blue RGM Intelligence Platform
• Blue
• Blue Deductions
• SmartBase
• SmartRanking

Products and services

• BluePlanner / Blue RGM Intelligence Platform Core cloud-based SaaS revenue management platform for CPG/FMCG brands that delivers end-to-end gross-to-net capabilities including trade promotion management, trade promotion optimization, integrated business planning, revenue growth management, and deduction management. All modules operate natively connected from a unified live data environment and are hosted on Microsoft Azure.
• BluePlanner Compass Standalone annual operating planning application within the Blue ecosystem that supports top-down targets and funds management, promotional guidelines, scenario planning, and risks-and-opportunities assessment for CPG/FMCG commercial teams.
• BluePlanner Planner Standalone account planning and execution application within the Blue ecosystem covering customer assortment, pricing, volume forecasting, terms, and promotion calendar management for CPG/FMCG account managers.
• BluePlanner Bridge Standalone accruals and execution application within the Blue ecosystem that handles forecast and reverse accruals, deductions management, consensus forecasting, and the Data Studio analytics workspace for CPG/FMCG finance, accounting, and demand planning teams.

Quantifiable outcome

• 15%+ improvement in promotional ROI within first full planning cycle
• +4 more outcomes

Named customers20 records

Segments8 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability7 records

Feature7 records

Partnerships

One partnership is on record.

• TrewUpcoreTechnology or IntegrationTrewUp is an innovative deductions management platform specifically designed for CPG brands that automates the complex process of deductions retrieval, interpretation, and categorization. The partnership enables Automated Deduction Back-up Acquisition combining BluePlanner with TrewUp AI to automatically get backup into BluePlanner - documents are digitized and transformed into structured data that automatically connects to deduction records.

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Anaplan: Anaplan provides connected planning platforms, including trade promotion management, sales planning, and integrated business planning use cases for CPG. It competes with UpClear as a broader, horizontal planning incumbent often used for cross-functional commercial planning.
• Oracle Trade Management (within Oracle CX/ERP): Oracle offers trade management and supply chain planning functionality inside its broader Consumer Goods Cloud / SCM suite. It competes with UpClear as a broad incumbent for multinational CPGs standardizing on Oracle enterprise software.
• Salesforce Trade Promotion Management: Salesforce offers trade promotion management and consumer goods execution solutions on its CRM platform, often for CPGs anchored to Salesforce Sales/Service clouds. It serves as a broad incumbent peer competing with UpClear on integrated CRM + TPM deals.
• SAP Trade Management: SAP offers Trade Management and TPM capabilities within its broader ERP and consumer products suite (SAP S/4HANA). It competes with UpClear BluePlanner primarily as a broader incumbent for enterprises that prefer to consolidate on SAP's commercial stack rather than adopt a best-of-breed RGM platform.

Others

• Accenture Strategy & Consulting (Consumer Goods / Promax / Accenture Song): Accenture is a leading consulting and systems integrator that delivers TPM/RGM implementations and advises enterprise CPGs on trade promotion transformations, often partnering with or competing against UpClear. It is a thematically adjacent peer through its deploy-and-manage practice for consumer goods revenue management.

Direct peers

• Tilde (formerly Wellspring Professional Services): Tilde provides trade promotion, demand planning, and consumer goods revenue management software, including the Accolade/Solutions Merchandising platforms. It directly competes with UpClear BluePlanner in CPG TPM, integrated business planning, and trade optimization.
• Blacksmith Applications: Blacksmith Applications provides trade promotion management and deduction management solutions tailored to consumer goods companies, including DSD distributors. It is one of UpClear's closest mid-market direct competitors in North American CPG TPM and deductions processing.
• Visualfabriq: Visualfabriq offers a trade promotion optimization and revenue growth management platform widely adopted by European CPG/FMCG brands. It competes with UpClear BluePlanner in TPO, pricing, and promotion analytics, particularly across European multinational accounts.
• Revalize (Exceedra): Revalize's Exceedra division provides trade promotion management and retail execution software for consumer goods manufacturers. It is a direct peer to UpClear for global TPM deployments and TPM/retail execution consolidation deals.
• AFS Technologies: AFS Technologies is a long-standing direct peer providing trade promotion management and revenue management software (AFS Trade Promotion Management) to consumer goods manufacturers and retailers globally. It competes head-to-head with UpClear's BluePlanner for CPG/FMCG TPM, TPO, and deductions deals.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/upclear
• Xx.com/upclear
• Facebookfacebook.com/upclear

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about UpClear