AI-Native Systems for the CFO Office
Bespoke Software Is Practical Again
For decades, finance and tax teams had two imperfect choices: spreadsheets that matched how the business worked but could not scale, or large enterprise platforms that scaled but forced the business into rigid workflows. AI changes that tradeoff.
With AI accelerating discovery, data extraction, workflow design, code generation, testing, and iteration, custom software can now be built faster, refined more continuously, and shaped more closely around the real needs of an organization. DVS brings that model to finance, tax, compliance, customs, reporting, and CFO operations.
We Do Not Just Automate the Old Process
Traditional automation asks: “How do we make the existing process faster?” AI-native design asks a better question: “How should this work now that software can read, reason, classify, draft, reconcile, and explain?”
DVS does not simply replicate manual workflows in software. We reimagine them with AI baked in from the beginning: where the system should extract data, where it should reason over context, where it should draft recommendations, where it should ask for human review, and where deterministic logic must remain authoritative.
The Right Tool for Each Part of the Job
Reliable systems are hybrid systems. Each technology has a role — and the best results come from using them together.
RPA / Traditional Automation
Best for repetitive, rule-based tasks in stable systems. It clicks buttons, moves data, and follows predefined scripts.
Traditional Programmatic Logic
Best for calculations, validations, permissions, audit rules, workflow states, reconciliations, and anything that must be exact, testable, and repeatable.
Traditional ML / Analytics
Best for pattern detection, scoring, anomaly detection, forecasting, clustering, and statistical classification.
Generative AI / Agentic AI
Best for unstructured documents, research, summarization, drafting, natural-language interfaces, reasoning across sources, interpreting rules, and assisting judgment-heavy workflows.
DVS AI-Native Systems
Combine all of the above into one workflow: deterministic where precision matters, AI-powered where cognition matters, and human-reviewed where judgment matters.
Built Around the Work, Not Around the Vendor
CFO Function & Finance Operations
Close support, reconciliations, variance analysis, management reporting, budgeting, forecasting, board materials, finance intake, and operational dashboards.
Tax Technology
Pillar Two, income tax, transfer pricing, indirect tax, tax notices, tax provision workflows, audit support, regulatory intelligence, and source-backed documentation.
Customs, Trade & Compliance
Classification support, supplier documentation, duty analysis, landed-cost workflows, customs evidence files, exception tracking, and compliance reporting.
Document & Data Intelligence
Systems that extract, classify, reconcile, and structure data from PDFs, spreadsheets, invoices, contracts, filings, workpapers, emails, and government sources.
Regulatory & Business Intelligence
Always-on monitoring of tax, finance, trade, and compliance developments, with source provenance, change detection, summaries, alerts, and human review workflows.
Examples of the Work We Build
Invoice & Filing Reconciliation
An AI-assisted reconciliation system that ingests vendor invoices and expected-cost schedules, parses PDFs and spreadsheets, flags variances, detects duplicate charges, identifies unknown entities, and exports audit-ready workbooks.
Tax Regulatory Intelligence
A monitoring engine that tracks federal, state, local, and international tax sources, distinguishes proposed from enacted changes, preserves raw source text, and creates citation-backed summaries for human review.
Pillar Two / Global Minimum Tax Workflows
A concept architecture for multinational tax teams that combines jurisdiction-aware rules, GloBE data preparation, safe-harbor analysis, deterministic calculations, AI-assisted documentation, and traceability from source data to output.
Indirect Tax & Real-Time Reporting
AI-enabled workflows for product taxability, exemption support, transaction classification, rate-change monitoring, e-invoicing readiness, anomaly detection, and audit support.
Finance Reporting & Executive Materials
Custom systems that convert fragmented finance data, commentary, and variance explanations into structured reporting packages, dashboards, and review-ready management materials.
AI Where It Helps. Code Where It Matters.
The most reliable systems are hybrid systems. DVS uses deterministic software for calculations, controls, permissions, reconciliation rules, audit logs, and system-of-record workflows. We use AI for the parts of work that require interpretation: reading messy documents, comparing sources, extracting facts, drafting explanations, generating summaries, and helping users reason through complex decisions.
This balance matters. A tax calculation should not be guessed by a language model. A regulatory memo should not be written without citations. A reconciliation workflow should not depend on a brittle screen-scraping bot. We design systems so each layer does the work it is best suited to do.
Custom Software for the Work That Makes Your Business Different
Every organization has workflows that are too important for spreadsheets and too specific for generic software. DVS helps turn those workflows into production-grade AI systems: tailored, secure, auditable, and built around the way the business actually operates.