Proactive AI for finance and accounting
Your finance team is built for analysis, Cimba handles the rest.
Your team's time is too valuable to spend on data wrangling, workflow rebuilds, and manual reconciliation. Cimba connects to your financial systems, runs your recurring workflows with governed, deterministic logic, and delivers the answer before you have to ask.
From scattered systems to a single command center
Cimba unifies the systems your financial data is scattered across and runs your recurring workflows from one governed place.
Before Cimba
After Cimba
Someone is still copy-pasting from the ERP
Your data is current, pulled automatically
The budget variance file has four versions
Your variance reports run themselves
Every new client requires a custom workflow built from scratch
New client workflows are built once and reused across every account
The CFO asked for a scenario model and it will take two days to rebuild
When the CFO asks what if headcount drops 10%, the answer is ready in minutes
Your close is in three days, most of it spent on manual reconciliation
Your team is back to forecasting, scenario planning, and advising the business
The challenge
Your systems have the data. Getting to it shouldn't require a developer.
Finance teams today operate across ERPs, data warehouses, planning tools, spreadsheets, and compliance systems, none of which talk to each other automatically.
When workflows have to be built or updated, it falls to the people who can least afford the distraction, analysts pulled away from their primary work to become part-time developers.
This isn't an analytics problem. It's a workflow problem. And it compounds at every cycle.
Month-end close
drags on because reconciliation is still manual
Variance analysis
takes days because actuals have to be pulled, compared, and explained by hand
Client onboarding
requires building a net-new workflow for every account
Scenario modeling
means rebuilding models every time leadership asks a new question
Reporting
produces inconsistent outputs when different people run the same query different ways
Connect your data. Run the analysis. Deliver the answer.
Cimba is not a reporting tool or a dashboard. It's a governed agentic system that connects to your financial data, runs your most important workflows with deterministic logic, and delivers the next best action to the right person before they have to ask.
Connect
Cimba integrates directly with your ERP, data warehouse, planning tools, and spreadsheets. No rip-and-replace. Your data stays where it is: Cimba pulls it into a single, governed analytical layer.
Build once
Configure your workflow once, in plain language or by uploading your existing workflow files. Cimba converts your business logic into a governed playbook that runs consistently across every account, every cycle.
Run and deliver
Governed agents execute your workflows with deterministic logic once approved: the same code, same mapping, same output every time. Results are delivered proactively to the right person.
Plug-and-play
Stand it up yourself
Built for business users, not developers. Connect your data, describe a workflow in plain language, or upload an existing one, and Cimba builds the governed playbook. No engineering required.
White-glove
Let our team do the lift
Migrating from Alteryx or a library of complex workflows? Cimba's onboarding team handles the initial migration alongside you, then hands it off for your team to own and update, without engineering support.
Gets smarter every cycle
Cimba's context graph captures your definitions, mappings, business logic, and workflow history into a governed knowledge layer, so every run reflects how your business actually works.
Your data stays yours
That knowledge layer is fully isolated from every other organization: what you build never leaves your environment or informs anyone else's workflows.
Case studies
How finance teams put Cimba to work
From month-end close to risk monitoring to large-scale workflow migration, here's how real finance and accounting teams put governed AI to work.
Finance Operations
Automating finance operations
Turning fragmented, manual finance workflows into governed, auditable ones.
8→2
Days to close, before to after
100%
Audit-by-design outputs
3
ERP data sources connected
Month-end close
3 data sources
4 variances flagged
Running now
Pending
Risk Monitoring
Risk monitoring and write-off analysis
Scaling trusted, governed risk decisions across a fintech lender.
24/7
Continuous risk monitoring
100%
Decisions logged and auditable
< 4m
Time to flag exposure events
“We finally have AI we can audit. Cimba gave us the confidence to operationalize intelligence across our org.”
Director of Business Operations, iCreditWorks
Risk alert · Finding
Credit exposure exceeds write-off threshold by 18%
Account #4821 · Flagged 4m ago
Recommended action
Escalate to underwriting review before next close cycle
Data Transformation
Replacing 50+ manual workflows at a global advisory firm
Consolidating a library of individually built workflows into governed, reusable templates that scale across hundreds of client accounts.
50+
Workflows consolidated
1
Governed template runs all
0
Engineering support required
“The opportunity cost of rebuilding a workflow for every new client was enormous. We needed something we could build once and trust to run everywhere.”
Regulatory Compliance Lead, Global Big 4 Advisory Firm
Before: 50+ individual workflows
Client A workflow · Client B workflow · Client C workflow · Client D workflow · Client E workflow · + 45 more
After: a few governed templates
Universal data transformation · Weekly reconciliation · Entity validation
Runs across every account · data isolated per client · no-code maintenance
The workflows your team runs every cycle, running themselves
The recurring finance and accounting workflows that eat your team's time, configured once, then run automatically with governed, audit-by-design outputs every cycle.
Flux analysis and variance reporting
Automatically identify and explain period-over-period variances across the income statement and balance sheet. Audit-by-design CFO narratives without a single manual pull.
Month-end close and reconciliation
Validate balances, match transactions, and flag discrepancies across evolving systems. Close cycles compress without quality risk. Every exception is logged and explainable.
Data transformation and workflow migration
Build a universal workflow once and run it across every client or account, regardless of input format (PDF, CSV, Excel). Teams migrating from tools like Alteryx can upload existing workflows directly; Cimba converts them into governed, reusable playbooks.
P&L scenario modeling
Answer leadership's what-if questions on demand: headcount changes, pricing shifts, deal impacts, 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 automatically with a recommended action, not just a flag, but what to do next, 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, not just when someone remembers to run the query.
Your data is already there. Cimba brings it together.
No new data infrastructure required. Cimba connects directly to the systems where your financial data lives and works across all of them simultaneously.
Snowflake
Databricks
Redshift
PostgreSQL
Oracle DB
Azure SQL
Salesforce
HubSpot
Tableau
Trino
Google Sheets
Elasticsearch
MySQL
Druid
Amazon Timestream
Superset
Glean
Notion
CloudflareThrough its MCP server, Cimba also interoperates with external AI systems, 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.
The comparison
Other tools connect your data. Cimba acts on it.
Most tools stop at the data layer: they make the data available, then leave the analysis and workflow maintenance to you. Cimba goes further.
| Capability | Cimba | Data consolidation tools | Workflow tools (e.g. Alteryx) |
|---|---|---|---|
| Connects to financial systems | |||
| Centralizes data into one view | Partial | ||
| Runs analysis automatically | No | ||
| Build once, reuse across all accounts | No | No | |
| Governed, deterministic outputs | Varies | Partial | |
| Surfaces next best actions proactively | No | No | |
| Human-in-the-loop approval | No | No | |
| Full audit trail on every step | Varies | Varies | |
| Context graph that learns your business logic | No | No | |
| SOC 2 Type II | Varies | Varies | |
| Business users can configure and maintain | Varies | No |
Example: a team that previously needed a separate Alteryx workflow for every new client account can build one Cimba workflow and run it across all accounts, with data fully isolated between them. When the input format changes, a business user updates the playbook without touching code.
Audit by design
Every number is traceable, every step is logged, and every output is defensible.
Automated finance workflows only work if your team can trust the outputs. When leadership, auditors, or regulators ask how you got there, Cimba has the answer.
SOC 2 Type II certified
Independently audited security controls, proven to work over time.
Full audit trail
Every step, assumption, and calculation logged, explainable, and traceable to the underlying code that ran.
Deterministic runtime
Once a workflow is approved and activated, the logic is locked. The same code runs every time, no probabilistic drift.
Human-in-the-loop
Your team approves before Cimba acts. Governance on every workflow, nothing executes without sign-off.
Role-based access
Each user sees only the data and workflows for their role. Permissions enforced at every layer.
Data isolation
Multiple teams or clients share workflow templates while their underlying data remains completely private from each other.
SaaS or VPC
Deploy in your environment. Your data never leaves your infrastructure.
Stop rebuilding workflows. Start scaling what works.
See how Cimba turns your finance and accounting workflows into governed, reusable intelligence.
Explore more
Frequently asked questions
For most workflows, yes. Cimba is designed for business users, not developers. Connect your data sources, describe your workflow in plain language or upload an existing file, and Cimba builds the playbook. If you're migrating from a tool like Alteryx, our team handles the initial migration alongside yours, then hands it off for your team to own and update without engineering support.
Yes. Upload your existing Alteryx workflow files directly to Cimba. The platform converts them into governed, natural-language playbooks that your team can review, approve, and activate. Once activated, the logic is deterministic, the same result every time. Cimba's onboarding team works with you on the migration and hands off to your team to maintain going forward.
No. Cimba connects to the tools your team already uses, ERP, data warehouse, planning software, Excel, and orchestrates the workflow layer underneath. Your team keeps working in familiar systems; Cimba handles the recurring work that currently requires manual effort or a developer.
Cimba co-builds your first workflow with your team, typically reaching a working, tested workflow within days rather than months. There is no lengthy IT build-out required. Business users can configure and manage workflows without engineering support.
Cimba has 15+ enterprise connectors including Snowflake, Databricks, PostgreSQL, Oracle, NetSuite, SAP, Salesforce, Anaplan, Tableau, and Excel. If your data lives in a system not listed, ask us, the connector library is expanding continuously.
Yes. SOC 2 Type II compliance is built into Cimba from the ground up. Every workflow step, assumption, and output is logged, explainable, and audit by design. Deterministic runtime means the same logic runs every time, no probabilistic drift once a workflow is approved and activated.
Cimba builds a context graph specific to your organization, your business logic, your approved mappings, your workflow history. This knowledge layer is completely isolated from every other organization on the platform. Your data does not train Cimba's models or inform any other customer's workflows.
Yes, with full data isolation. Multiple users can run the same workflow template against different client datasets and will never see each other's data. This is particularly valuable for advisory, compliance, and shared services teams managing multiple accounts.
Cimba ingests data in any format, PDFs, CSVs, Excel files, database outputs, and normalizes it to your standard schema using the logic defined in your workflow playbook. When a client sends data in an unexpected format, Cimba flags the discrepancy for review rather than silently passing it through.
Yes. Cimba supports both SaaS and private cloud/VPC deployment. For organizations where data cannot leave their infrastructure, Cimba deploys directly into your environment.
Before Cimba executes any action, your team reviews and approves it. Agents can pause mid-workflow, present their findings and recommended next step, and wait for a team member to confirm before proceeding. You stay in control at every critical checkpoint.