Your business in one panel,
in real time.
We connect your systems and you see cash, collections and margins up to date — without switching tools. Not another app to learn: it's your operation, organized and visible.
3 minutes · no commitment · reply within 24 h
Stop chasing your numbers across five different places
We're a business consultancy, not an agency. We connect what you already use —bank, invoicing, spreadsheets— and turn it into a single panel that updates itself. Fewer month-end closes by hand; more decisions made with today's data.
Connected financial dashboard
A panel built around your operation. We set it up, connect it and keep it alive.
What you see
Cash & bank
Real balance and forecast, consolidating your accounts.
Collections
Who owes you, how much and since when — with due-date alerts.
Margins
Profitability by product, client or line of business.
Alerts
Anomalies and deviations flagged in time, not found too late.
How it works
Model: fixed setup + monthly fee. No catalog pricing — scope and price are set after we understand your case (5 questions, 3 minutes).
From 5 questions to your panel running
Answer 5 questions
By email, in 3 minutes. Tell us how you handle your numbers today.
We propose your panel
For your specific case: what we connect, what you'll see, fixed scope.
In ~2 weeks, running
We build and connect it to your real data. You see it operating.
We keep it alive
Monthly fee: we operate, improve and evolve it with you.
A real case: from working by hand to seeing the business in real time
Financial operation done by hand: slow reconciliation, import costs calculated one by one, collections without follow-up. We connected their systems and built their panel — cash, collections and margins in real time, with reconciliation and costs that calculate themselves.
- Accounting close much faster
- Hours of manual work freed every week
- Real-time financial visibility, previously non-existent
Capabilities that come from having your data in order
Once your systems are connected, we also solve what's next to it — discreetly, to fit your case.
Centralizing and cleaning scattered data into a single reliable source.
Mapping and designing processes to remove manual work and errors.
Sales and admin dashboards on the same data.
Internal tools and automations for your specific operation.
CB Digital is the applied-AI division of CB Ventures. See all CB Ventures solutions →
5 questions, 3 minutes — and we propose your panel
Tell us how you handle your numbers today. We'll tell you what we'd connect, what you'd see and the scope, with no commitment.