Proactive AI for finance and accounting
Finance, a step ahead. Cimba watches, recommends, and acts, auditable by design.
Cimba continuously monitors your financial data and surfaces the Next Best Action, from forecasting the quarter to catching revenue before it slips. It works inside the ERP, ledgers, and Excel models you already use, and logs every action it takes back to source.
Overnight, Cimba handled
Reconciled 42 accounts, 39 clean. Posted 12 recurring journal entries. Updated the ERP from 28 invoices.
Waiting on you
Flagging
Revenue leakage, $47,000. 3 accounts consumed above plan and weren't billed. Draft invoices ready to approve.
Margin on Product X down 3%. See the drivers and the recommended action.
Why finance stalls
Your tools record the problem. None of them act on it.
Finance already holds the data that shows where money is leaking, where cash is about to get tight, and where a number is drifting off plan. The gap has never been the reporting. It is that three different tools each own a piece, and none of them do anything about it.
The ERP
Records everything, acts on nothing
Your general ledger is the source of truth, but it waits to be asked. It captures the transaction and stops there.
The spreadsheet
A cash model that's already stale
The forecast lives in a workbook that is out of date the moment the next payment clears, and only one person really knows how it works.
The manual grind
Reconciliation and evidence, by hand
Matching transactions, chasing breaks, and reassembling audit evidence by hand, every close, every quarter.
Cimba turns all three into one proactive, auditable way to run finance, connected to the tools you already have.
Why finance teams choose Cimba
Three reasons it earns a place in the close and beyond.
Money found, not just hours saved
Cimba catches under-billing, cash gaps, and duplicate payments, and shows the dollars each one puts back. The win is money found, not only time clawed back.
Auditable by design
Every action lands in a source-linked trail. Audit prep stops being a fire drill, and your auditors can follow any number to its origin.
Works with your existing stack
Cimba runs inside your ERP, banks, warehouse, and Excel. No rip and replace, and it lifts the adoption and data utilization of the ERP you already pay for.
How it works
Monitor. Recommend. Act, with a trail.
Every signal Cimba surfaces follows the same path, so nothing is a black box and nothing acts without a person in the loop.
Watch close, cash, and spend continuously
Cimba connects to your ERP, bank feeds, sub-ledgers, planning tools, documents, and CRM, and watches them around the clock for what is off plan, overdue, or at risk.
Recommend the move, and what it's worth
Every alert proactively surfaces the Next Best Action with recommendations, and every action is logged and traceable. Not just this looks wrong, but here is the fix and here is what it's worth.
Execute once you approve
A human approves, Cimba runs the workflow across your stack, and every step is logged and linked to source. Cimba does the work end to end, with a complete audit trail.
Deterministic by design. Approved workflows run with deterministic logic. The same inputs produce the same outputs every run, every step logged. No black box, no drift.
Money found
Close is table stakes. Your ledger already knows what's wrong.
Cimba is the first thing that acts on it. A few of the signals it watches for, each with a recommended action and its dollar impact.
Monitors billing, usage, and contracts
Revenue leakage
Under-billed customers, unbilled usage and overages, milestones not invoiced, expired contracts still being serviced. 3 accounts consumed above plan and weren't billed. Draft invoices ready to approve.
Monitors your projected cash position
Cash shortfall, weeks early
Cimba projects your position weeks out and flags a gap before it happens. Recommended levers: delay two AP runs, accelerate three collections.
Monitors AP before payment
Duplicate and erroneous payments
Catches duplicate invoices and erroneous payments before they leave the building. Invoice INV-3391 matches a payment already sent. Held for review before release.
Monitors covenants and deadlines
Covenant and deadline radar
Debt-covenant thresholds, tax and filing deadlines, sales-tax nexus crossings, surfaced ahead of time. DSCR approaching the 1.25x covenant threshold, flagged three weeks out with the levers to fix it.
Also watching: churn and expansion signals from billing and usage, working-capital optimization across DSO, DPO, and inventory, SaaS and license sprawl, and T&E and GL anomalies, each with the recommended action and its impact.
Start where the pain is
Pick one workflow. See it run on your own data.
You do not have to move everything at once to get value. Start with a single productized pack, run it against your own data, and expand once it has earned its place. Each one is live on your own data in under an hour.
Finance close
An audit-ready close on your own ledger. Reconciliations, journal entries, and workpapers drafted and linked to source.
Cash forecasting
Pull balances and transactions from your banks, project your position weeks out, and flag shortfalls before they hit.
Reconciliations
Match transactions across bank feeds, sub-ledgers, and entities. Breaks surface with the supporting detail, ready to clear.
Have a large library of existing spreadsheets or workflows to bring over? Let our onboarding team build the first one with you, then hand it off for your team to own without engineering support.
Ready to see Cimba run on your own data?
Book a demoThe workflows
The finance work your team repeats, running itself
Configured once, then run automatically with governed, source-linked outputs every cycle. Every workflow below is auditable the same way.
Month-end close
Validate balances, match transactions, and flag discrepancies across every ledger and feed. At seal, the audit package is already built, every entry linked to source.
Reconciliations
Match transactions across bank feeds, sub-ledgers, and entities. Breaks are flagged with the supporting detail, not left for someone to chase at quarter-end.
Cash management
Cimba pulls balances and transactions from your banks continuously, tracks your position across accounts, and flags shortfalls or unusual movement early.
Documents to ERP
Scan invoices, receipts, and spreadsheets in any format, extract the line-level detail, validate against your rules, and update NetSuite, SAP, or QuickBooks.
Flux and variance analysis
Identify and explain period-over-period variances across the income statement and balance sheet. CFO-ready narratives without a single manual pull.
P&L scenario modeling
Answer leadership's what-if questions on demand against live planning assumptions. No rebuilding models. Results in minutes.
T&E and budget monitoring
Cimba monitors spend against budget and policy continuously. Anomalies surface with a recommended action, delivered to the right person.
Financial reporting
Reports that update themselves as data flows in. Consistent, governed outputs that finance and leadership can trust every time.
Works with your stack
Keep your existing processes. Just lose the fire drills.
Cimba works inside the tools you already run: your ERP, bank feeds, data warehouse, and the Excel models with macros and calculations your team has refined for years. It learns your way of working and adapts to it, instead of forcing a rigid new tool. No rip and replace, no new data infrastructure.
ERP and accounting
NetSuite
SAP
QuickBooksBanking and payments
Plaid
J.P. Morgan
Bank of AmericaData, documents, and warehouse
Google Drive
Snowflake
Databricks
Salesforce
Redshift
PostgreSQL
Oracle DB
Azure SQL
HubSpot
Tableau
Trino
Google Sheets
Elasticsearch
MySQL
Druid
Amazon Timestream
Superset
Glean
Notion
CloudflareThrough its MCP server, Cimba also interoperates with external AI, your own MCP servers, and custom tools. New connectors added regularly. Your team keeps working in the tools they already use; Cimba orchestrates the layer underneath.
Auditable by design
Every workflow Cimba runs is auditable by design.
Auditability is not a feature reserved for the close. Whether Cimba is reconciling a bank feed, updating your ERP from a stack of invoices, or closing the books, every action lands in the same source-linked trail.
Preparing for an audit stops being a fire drill: you share the package, or give your auditors read-only access to your environment, and the back-and-forth mostly disappears. It is our bar for enterprise AI: if you can't audit it, you can't use it.
| Time | Action | Actor | Source | Status |
|---|---|---|---|---|
| 08:41:07 | Cash reconciliation, operating account | Cimba agent | Bank feed, NetSuite txn #4821 | Matched |
| 08:41:19 | Accrued revenue journal entry | Approved · J. Okafor | Playbook v12, GL export | Posted |
| 09:02:44 | Vendor invoice posted to ERP | Cimba agent | Invoice PDF #INV-3391 | Updated · NetSuite |
| 09:05:12 | Intercompany elimination, 3 entities | Cimba agent | FX revaluation logic v4 | Flagged for review |
Every number drills to source
Click any figure and trace it to the exact GL line, transaction ID, bank record, or document that produced it.
Share it, or grant access
Export the audit-ready package after any run, or give your auditors a read-only seat in your environment. SOX walkthrough evidence on demand.
The same logic every time
Approved workflows are versioned and deterministic, so an auditor sees one consistent method, not a different spreadsheet each quarter.
Invite your external auditors as read-only participants. They review evidence in place, follow every trail to source, and never touch your live workflows. Fewer requests, fewer reconciling calls, less of your team's time spent supporting the audit.
We finally have AI we can audit. Cimba gave us the confidence to operationalize intelligence across our org.Director of Business Operations, iCreditWorks
The comparison
The ERP records it. Point tools chase it. Cimba acts on it.
Your ledger holds the truth but waits to be asked. Close and workflow tools automate a slice. Cimba watches across all of it, recommends the next move, and runs it, auditably.
| Capability | Cimba | ERP / general ledger | Close & workflow tools |
|---|---|---|---|
| Acts on the data, not just stores it | No | Partial | |
| Surfaces the Next Best Action proactively | No | No | |
| Runs close, reconciliations, and forecasting end to end | No | Partial | |
| Attributes each action to P&L or ROI impact | No | No | |
| Source-linked audit trail on every run | Partial | ||
| External auditor read-only access | No | Varies | |
| Lifts ERP adoption and data utilization | No | No | |
| Works across ERP, banks, warehouse, and Excel | No | Partial |
The growth path
Start with one. Grow into the platform.
Teams usually start with the single workflow costing them the most time. Once it is running and auditable, they add the next.
One pack
Stand up a single workflow on your own data. Prove the money found and the audit trail it leaves behind.
More packs
Add cash forecasting, then reconciliations, then reporting. Each new pack shares the same governed logic and audit trail.
The platform
Extend into the workflows your ops and CS teams run too. One procurement, one audit story, one workspace.
Turn your finance team into an early warning for the business.
See how Cimba monitors your financial data, surfaces the Next Best Action, and leaves an audit trail behind every one.
Explore more
Frequently asked questions
Dashboards show you what already happened. Cimba watches your financial data continuously, tells you the Next Best Action and what it is worth, and executes it once you approve, with an audit trail behind every step. It is the difference between reading the numbers and acting on them.
Close and reconciliations, cash management, documents into your ERP, flux and variance analysis, scenario modeling, T&E and budget monitoring, and financial reporting, plus proactive signals like revenue leakage, cash shortfalls, and duplicate payments. If your team runs it every week, Cimba can run it, and every workflow is auditable the same way.
Every reconciliation, journal entry, posting, and workpaper, each linked to the source data that supports it, plus a SIEM-exportable action log showing who approved what and when.
Yes. Invite them as read-only participants. They review evidence and trace every number to source without touching your live workflows, which cuts down the requests and reconciling calls your team fields during an audit.
Yes. Start with a single pack on your own data, prove it, and expand. Most teams add their next workflow within the first quarter.
No. Cimba connects to the tools your team already uses, ERP, bank feeds, data warehouse, planning software, and Excel, and orchestrates the workflow layer underneath. It adapts to how you already work rather than asking you to change it.