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Cima

Financial clarity. Finally.

Running a business means deciding all day, and most of those decisions touch money. Yet most companies keep the full financial picture buried in spreadsheets, locked in accounting software, or in a report three months old by the time it reaches you. Cima changes that.

01

Drop your file. Understand your business.

Upload any financial document, a balance sheet, an income statement, a general ledger export, and Cima reads it, organizes it and turns it into a clean, living dashboard in minutes. No manual entry, no reformatting, no waiting. Everything in one place: revenue, expenses, profit, assets, liabilities and equity, broken down by period and presented in language that makes sense without a finance degree.

02

Know where you stand. Always.

Cima tells you what your numbers mean. Automatic alerts flag when something crosses a threshold worth watching. Ratio analysis shows whether your liquidity, leverage and profitability are healthy or heading the wrong way. Six-month projections show where the trend is taking you if nothing changes. You see the full picture of your business.

03

Your personal financial assistant, anytime.

Have a question about your numbers? Ask. Cima's built-in advisor understands your financial data and responds in plain language, in Spanish or English, with direct, specific answers based on your real situation, free of generic advice and jargon.

04

Connect once. Stay current.

Link your Xero or Alegra account and Cima keeps your data up to date automatically. Your numbers stay current and ready when you need them.

Cima. Financial clarity from the top.

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