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Business & ERP

CeBrief

Your ERP, distilled into an executive brief.

An ERP intelligence workspace for executive briefs, KPI dashboards, audit insights and AI-assisted business questions.

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A closer look.

CeBrief brings ERP reporting and executive workflows into one workspace. Its modules include business KPI dashboards, daily briefs, audit insights, approvals and an AI strategist. Available data and AI responses depend on the account, connected ERP and configured services.

Who it is for

Business leaders, finance teams and operations teams reviewing information from their ERP systems.

Inside the workspace

What you can explore.

01

Executive briefs

Review business summaries and AI-assisted narratives for the available ERP data.

02

KPI dashboards

Explore financial and operational metrics through the connected reporting workspace.

03

ERP connections

Set up supported ERP integrations, including SAP, Oracle and accounting platforms.

04

Audit insights

Review configured audit checks and flagged business exceptions.

05

AI strategist

Ask business questions through the strategist and chat modules when the required AI service is configured.

06

Approvals workspace

Access the CeAct module for supported approval and action workflows.

Getting started

Try it yourself.

The live link opens the CeBrief setup and sign-in portal. An account and configured organization are required for private dashboards; ERP connections and AI services require their own setup. CeBrief is hosted separately from CoreBiz AI.

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  1. Open CeBrief and sign in or complete organization setup.
  2. Configure a supported ERP connection and the services your organization needs.
  3. Review available dashboards and briefs, then explore audit, AI and approval tools.

More to discover.

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