The AI operating system for companies that outgrew QuickBooks and spreadsheets

One AI Backbone for All Your Financials and Operations

CBOS is the AI‑native ERP that replaces your Frankenstack of spreadsheets, point solutions, and manual workflows with a single operating system for how your company runs and makes decisions. Built for operators who want real‑time clarity, not end‑of‑month surprises.

Close the books faster. See constraints before they become crises. Turn your playbooks into daily execution instead of dusty docs.

For CEOs, finance leaders, and operators at growth‑stage companies who need one source of truth for money and operations.
3 days → 1 dayAvg. books close time
80%+Manual workflows eliminated
CBOS AI ERP Dashboard — unified finance and operations view
AI-powered wholesale distribution operations visualization
Wholesale Distribution · Real-Time Ops Intelligence
80%+Reduction in manual workflows
Faster month-end close
100%Real-time financial visibility
1 systemOf truth — finance + ops unified
The Problem

Your stack is a Frankenstack.
CBOS is the cure.

Most growth-stage companies are running 8–12 disconnected tools stitched together with spreadsheets and hope. Every month-end is a fire drill. Every board deck is a lie.

⚠️

Your current Frankenstack

📊QuickBooks / NetSuiteSiloed financials
📋Excel & Google SheetsManual reconciliation
📦Legacy WMS / ERPNo real-time sync
🔗Zapier + custom integrationsBrittle glue code
📧Email & Slack approvalsNo audit trail
📈BI dashboards (Tableau, etc.)Always stale

CBOS — one AI backbone

AI-Native FinancialsAuto-close, anomaly detection
🏭Ops & InventoryLive demand signals
🤖Workflow AutomationPlaybooks that actually run
📡Real-Time IntelligenceConstraints before crises
🔐Single Source of TruthOne system, zero silos
🎯Decision EngineAI recommends, you approve
The Platform

Everything your company needs to run and decide

CBOS is not another point solution. It is the operating backbone that connects your financial and operational data into a single system of intelligence.

Unified Financial Core

GL, AP, AR, payroll, and cash management in a single AI-native ledger. No reconciliation between systems. No end-of-month scramble.

Operations Command Center

Inventory, procurement, order management, and fulfillment — all connected to your financials so every operational decision shows its P&L impact.

Real-Time Intelligence

Live dashboards that update as transactions happen. See your cash position, margin by product line, and operational KPIs without waiting for reports.

AI Anomaly Detection

CBOS monitors every transaction and flags unusual patterns — duplicate invoices, margin erosion, cash flow risks — before they become problems.

Playbook Automation

Turn your SOPs into automated workflows. Approval chains, escalation rules, and recurring tasks run themselves — your team executes, not administers.

Automated Close

Month-end close in days, not weeks. Automated reconciliation, journal entries, and financial statements that are always audit-ready.

Industry Solutions

Built for the industries that run on real operations

CBOS is purpose-built for two verticals where operational complexity and financial precision intersect.

Run your distribution operation like a precision machine

CBOS gives wholesale distributors a live command center for inventory, supplier relationships, order management, and financial performance — all in one place. No more chasing stock counts in spreadsheets or waiting for end-of-month P&Ls.

Sound familiar?
Inventory stockouts costing you margin and customers
AP/AR managed across email threads and spreadsheets
No real-time view of which SKUs are profitable
Month-end close takes 2+ weeks
Wholesale distribution operations
📦Live Inventory IntelligenceReal-time stock levels, reorder signals, and demand forecasting across all locations
💳AP/AR AutomationAutomated invoice matching, payment scheduling, and collections workflows
🚚Supplier & PO ManagementCentralized vendor relationships, contract terms, and performance tracking
📊Margin AnalyticsSKU-level profitability, landed cost tracking, and pricing intelligence
🔔Constraint AlertsAI flags cash flow risks, overstock, and supplier delays before they become crises
📋Automated CloseReconciliation and reporting that runs itself — close in days, not weeks
What I Wish I Had

"I spent 15 years running companies on spreadsheets, bolt-ons, and duct tape. CBOS is the system I kept wishing existed."

JM

Joe Meyer

Founder, CBOS.ai · Previously Centreviews (exited to Main Capital Partners)

The Origin Story

I built and scaled companies in wholesale distribution and software for over a decade. Every single one of them ran on the same Frankenstack — QuickBooks for accounting, spreadsheets for operations, a separate tool for inventory, another for reporting, and a team of people manually reconciling all of it at month-end.

Before starting CBOS, I built Centreviews — an AP Automation and RPA company that we successfully sold to Main Capital Partners, a leading European PE firm. That exit taught me exactly what operators need: not more software, but a single system that actually thinks.

CBOS is what I wish I'd had running every company I've ever built. It's not a tool — it's the operating system for how a company runs and makes decisions. Built by an operator, for operators.

15+

Years operating

1 Exit

AP/RPA to PE

CBOS

Built for operators

Pricing

One price. The entire operating system.

No per-seat fees. No module add-ons. No surprise invoices at the end of the month. CBOS is priced on usage — not headcount.

CBOS Full SuiteUsage-Based · Not User-Based
Systems start at$950/ month

Scales with your transaction volume — not your team size. Add as many users as you need at no extra cost.

Full Finance & Accounting Suite
Operations & Supply Chain Management
AI Insights & Automated Alerts
Inventory & Demand Forecasting
AP/AR Automation
Real-Time Reporting & Dashboards
Playbook Execution Engine
Multi-Entity & Multi-Location Support
Unlimited Users
Dedicated Onboarding Operator

Why usage-based? Most ERPs charge per seat, which means growing companies pay more just for adding people. CBOS charges based on what the system actually does — so your cost scales with value delivered, not headcount.

Enterprise pricing available for companies over $80M in revenue. Custom integrations and dedicated support included.

Ready to replace your Frankenstack?

One system. Real-time clarity. No more surprises.

See how CBOS replaces your disconnected stack with an AI-native operating system built for how your company actually runs.

Built by operators, for operators
4× proven exits in enterprise software
Purpose-built for distribution & SaaS