Extracting Line-Item Intelligence: How Detailed Data Transforms Business Decisions for CPG BrandsExtracting Line-Item Intelligence: How Detailed Data Transforms Business Decisions for CPG Brands

March 21, 2025
4 mins read

Imagine a consumer buying their favorite snacks, beverages, and household essentials at a corner store. They grab a few promotional items, take advantage of a limited-time discount, and leave with a receipt in hand. For the brand behind these products, this simple purchase holds critical insights—but without the right technology, these insights remain untapped.

Consumer Packaged Goods (CPG) brands rely on data to make decisions about pricing, promotions, and customer engagement. Yet, many still depend on outdated data extraction methods, which provide only surface-level transaction details—the total purchase amount, merchant name, and date. Unfortunately, this limited view makes it impossible to track which products drive the most sales, how customers respond to promotions, or what items are frequently purchased together.

This is where line-item intelligence changes the game. By extracting granular product-level details from receipts and invoices, brands gain unprecedented visibility into purchasing behavior. As a result, they can optimize loyalty programs, refine pricing strategies, and improve supply chain efficiency—ultimately driving better business decisions.

In this article, we’ll explore how enhanced line-item intelligence is transforming CPG decision-making, and we’ll share a real-world case study of how a leading brand achieved 10x engagement and sales growth using Veryfi’s AI-powered WhatsApp Loyalty Chatbot.

The Power of Line-Item Data

Most OCR (Optical Character Recognition) solutions focus solely on header-level details, such as the total purchase amount, merchant name, and transaction date. While this information is useful, it does not provide the depth needed for precise business analysis. In contrast, line-item extraction capabilities of AI-powered Receipts OCR API enables brands to analyze:

  • Product-level details including SKU, brand, and description
  • Pricing insights covering discounts, unit costs, and taxes
  • Consumer purchase patterns such as basket composition and repeat purchases

This data serves as the foundation for product intelligence applications that drive informed decision-making across marketing, sales, and supply chain operations.

Key Business Applications of Line-Item Intelligence

ApplicationHow It Helps CPG BrandsBusiness Impact
Advanced Basket AnalysisIdentifies frequently purchased items and cross-category trendsOptimizes product bundling, promotions, and merchandising strategies
Data-Driven Pricing & PromotionsTracks discount redemptions and measures promotional effectivenessEnhances pricing strategies and maximizes ROI on marketing spend
Loyalty Program OptimizationAutomates receipt validation and personalizes reward structuresIncreases customer engagement and reduces fraud risks
Competitive IntelligenceAggregates real-time product pricing and demand trendsProvides insights for strategic positioning and competitor benchmarking
Supply Chain & Inventory OptimizationPredicts demand fluctuations and reduces stockoutsImproves inventory management and supplier negotiations

Enhanced Loyalty Engagement with WhatsApp and Veryfi

Challenges Faced

A leading ice cream brand in Colombia, sought to enhance customer engagement and optimize its loyalty program. However, several obstacles hindered effective campaign execution:

  • Traditional retail fragmentation – The brand primarily sold through informal mom-and-pop stores, limiting direct access to customer data.
  • Lack of a direct communication channel – Without a way to interact with end consumers, promotional campaigns lacked personalization and real-time validation.
  • Time-sensitive campaign execution – Running promotional programs required fast turnaround times, but existing methods were slow and inefficient.
  • Limited customer data collection – Without structured data, it was difficult to track participation and measure campaign effectiveness.
  • Need for instant rewards and validation – Consumers expected immediate confirmation of their participation and incentives, but traditional processes delayed engagement.

Solutions

To address these challenges, this brand integrated the Veryfi WhatsApp Loyalty Chatbot, enabling customers to submit receipts directly through WhatsApp, the region’s most widely used messaging platform. This AI-powered solution provided:

  • Instant receipt capture and validation using Veryfi’s OCR technology
  • Real-time line-item extraction for accurate product-level tracking
  • Automated fraud detection to ensure campaign integrity
  • Seamless integration with loyalty programs for instant rewards
  • Actionable consumer insights to enhance future campaign strategies

Results:

  • A 10x increase in participation, far exceeding initial projections
  • Engagement with hundreds of thousands of unique consumers in the first 30 days
  • A measurable improvement in sales performance through data-driven campaign adjustments
  • Rapid implementation, with the entire system deployed in just 10 days

Impact Observed

  • Created a first-party consumer database, providing valuable insights for future marketing initiatives.
  • Established a direct digital communication channel via WhatsApp, allowing the brand to interact instantly and at scale.
  • Transformed promotional campaign execution, making reward distribution faster, more transparent, and highly scalable.
  • Increased brand recognition and social media presence, as consumers engaged with the campaign and shared experiences online.
  • Enabled future digital initiatives, paving the way for expanded partnerships and enhanced digital transformation strategies.
Crem Helado’s loyalty campaign lets customers scan a QR code to submit receipts instantly via Veryfi WhatsApp Bot—unlocking rewards with a simple tap.

Why Veryfi is Leading the Future of Line-Item Intelligence

Veryfi’s AI-powered OCR and data extraction platform delivers real-time, structured line-item data with industry-leading accuracy. Unlike traditional solutions, Veryfi:

  • Extracts detailed line-item data with over 95% accuracy
  • Supports multi-language and multi-currency processing for global brands
  • Automates data enrichment with product intelligence and fraud detection

Through API-driven automation, CPG brands can eliminate manual data processing and gain instant, actionable insights to optimize pricing, promotions, and consumer engagement.

Conclusion

For CPG brands, line-item intelligence is no longer an optional enhancement—it is a competitive necessity. From basket analysis and pricing optimization to loyalty program enhancement and supply chain efficiency, extracting structured product-level data transforms business decision-making.

By integrating AI-driven OCR solutions like Veryfi, brands can automate data extraction, reduce inefficiencies, and unlock new growth opportunities through deeper consumer insights.

Try Veryfi WhatsApp Bot for free. To learn how Veryfi’s line-item intelligence solutions and customize to your business needs, request a demo today.

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