For CEOs and CFOs — cost control and a complete view of the business

For CEOs and CFOs

Cost control and a complete view of the business, on one screen

Finance and operations unified on an AI-native platform: real-time dashboards, AI forecasting and rigorous compliance control — so leadership decides quickly, correctly and safely.

The challenges facing finance leadership

Fragmented data

Figures scattered across multiple systems and branches; consolidating reports by hand is slow and error-prone.

Slow period close and reporting

Period close drags on, and leadership receives reports only once the figures are already out of date.

Cost and leakage are difficult to control

No end-to-end view of cash flow and margin by business unit, product or channel.

Compliance and internal control risk

Insufficient audit trail, permissions and invoice and tax compliance.

How DBIZ addresses this

How the DBIZ AI-native platform applies specifically to the CEO and CFO role — from consolidating figures and AI forecasting through to compliance control.

A real-time financial control dashboard

The Data Lakehouse consolidates enterprise-wide figures into a single source of truth; KPI dashboards (revenue, margin, cash flow, receivables, inventory) update continuously, with RLS/CLS permissions.

Multi-entity financial consolidation

ERP standardises accounting treatment and consolidates multi-company, multi-currency reporting, shortening the period close.

AI cash-flow forecasting and anomaly alerts

Autonomous AI agents analyse trends, forecast cash flow and raise early warnings when cost or leakage exceeds a threshold; people give the approval (human-in-the-loop).

Multi-dimensional cost and profitability analysis

Margin broken out by product, channel, branch and customer, to optimise the portfolio and pricing.

Internal control, audit and compliance

Granular permissions, a complete audit log, e-invoicing compliance and Decree 13/2023 — certified to ISO 27001 and 42001.

Transparency and immutability through blockchain

Material documents and transactions are recorded immutably and cannot be repudiated — strengthening transparency for audit and risk management.

ERPData LakehouseAutonomous · AI AgentsBlockchainFoundationISO 27001 & 42001 security

The value delivered

~60%
Faster decision-makingcompared with manual reporting
−30–50%
Period close timethrough automation
100%
Consolidated figuresa single source of truth
24/7
Monitoring & alertingcontinuous AI oversight

* Industry reference levels published internationally, not measurements from any specific organisation; actual results vary with each enterprise’s starting position.

Representative case studies

Enterprises that have brought cost under control and unified their operational picture with DBIZ technology.

PVOILPetroleum
−25% leakage · +32% operational efficiency

Challenge: More than 900 stores, with leakage difficult to control and retail figures hard to consolidate.

The DBIZ solution: ERP, CX, Data and IoT standardised the processes and provided real-time monitoring across the entire network.

View details →
ViglaceraBuilding materials
Multi-plant data consolidation · executive dashboard

Challenge: Figures dispersed across multiple plants, leaving leadership without a real-time picture.

The DBIZ solution: ERP, MES and IoT brought the data into a single source of truth, with an executive dashboard for the leadership team.

View details →
LeePakPackaging / Plastics
+45% productivity · −40% scrap

Challenge: Production and warehouse operations run manually, with high cost and scrap rates.

The DBIZ solution: ERP and MES digitalised production management, traceability and cost optimisation.

View details →

DBIZ in practice

A selection of DBIZ product screens for finance leadership — with the benefits and capabilities each one delivers.

A real-time financial control dashboard
ERP · Executive finance

A real-time financial control dashboard

Liquidity, working capital, DSO and portfolio risk in a single view — giving leadership an immediate read on financial health and enabling faster decisions.

AI forecasting of cash outflows
ERP · Accounts payable

AI forecasting of cash outflows

Track payables and pending invoices with 30/60/90-day cash-flow forecasts and confidence levels — managing liquidity proactively and avoiding shortfalls.

Automated ledger reconciliation
Autonomous · Reconciliation

Automated ledger reconciliation

An AI agent matches AR–GL transactions, identifies variances and proposes journal entries; a person approves — shortening the close and reducing error.

Query your data in natural language
AI Insights · NL2SQL

Query your data in natural language

Ask a financial question in plain words (for example, customers more than USD 50,000 overdue) and the AI queries and summarises immediately — leadership gets its own figures without waiting for IT.

Invoice approval with OCR and a full audit trail
ERP · Invoice processing

Invoice approval with OCR and a full audit trail

OCR reads invoices automatically, with multi-level approval workflow and a complete audit log — tight internal control with far less manual effort.

Ready to see the whole business at once?

Book a consultation to receive a solution proposal and a quotation tailored to the scale of your organisation.

About the figures on this page

The percentages above are industry reference levels — the range of impact international research bodies have recorded where organisations automate processes with AI: McKinsey Global Institute (2017) estimates that around half of today’s work activities are technically automatable; McKinsey & Company (2018) assesses that 42% of finance activities can be fully automated and a further 19% mostly automated with currently demonstrated technology; Brynjolfsson, Li & Raymond — NBER (2023) found a generative AI assistant raised customer-support productivity by 14% on average, and by 34% among newer staff. These are not measurements taken at any specific organisation and are not a performance commitment; actual results vary with deployment scope, data readiness and the current state of each organisation’s operations. Figures DBIZ has measured in the field are published separately together with the measurement method — see AP Agent — figures measured in the field. DBIZ commits to specific targets for each client after the assessment phase.