Proactive AI for business operations

Catch what is
slipping. Act on
what is working

Cimba watches the systems your teams already use, 24/7, and brings the right person the Next Best Action, while there is still time to make it.

SOC 2 Type II certified · Deploys as SaaS or in your VPC

CimbaMonitoring
Watching

Keeping an eye on your operations

Delivery timesOn target across 14 zones--:--
Order volumeAbout 2,400 orders an hour--:--
Revenue vs. planTracking to forecast--:--

Nothing needs your attention right now. No one had to ask.

Connected to

Dispatch platformSlackSnowflakeEmail
Historyevery step saved
Month-end close ran on its own--:--
Spend anomaly reviewed and cleared--:--
Variance report approved--:--

signal to approved action · one governed loop · every run logged, every action approved by a human

TRUSTED BY TEAMS AT

SwiggyGrubhubWonderKPMGSoundHound AIiCreditWorksSkan AIEliquent Life Sciences

THE SHORT VERSION

What this looks like on real operations

2 min · captions included

Want to see this on your own operations? Book a demo

THE PROBLEM

Run business operations without blind spots. Know what needs your attention before you even ask, or set anything up

Dashboards show what already happened. AI assistants wait for someone to ask the right question, then stop at the answer. Neither of them is watching while you are in a meeting, or asleep, or looking somewhere else.

So two things slip past. The problem that could have been caught while it was still small, and the win that was worth scaling while it was still running. Both show up in the weekly review, after the week is over. And what doesn't slip past arrives all at once, from five systems, in no particular order.

Cimba watches continuously, works out what deserves attention first, and routes the Next Best Action to the person who owns it, with the reasoning and the numbers attached. A person approves it, Cimba executes, and every step is logged.

In their words

“Account managers on Cimba hit their monthly GMV quotas faster than before, and each one serves far more accounts than they could in the past.”

Lead Product Manager, Swiggy

thousands of account managers on Cimba

How they use it: account managers answer complex merchant questions instantly and take action during partner conversations.

Hear it from Swiggy

Thousands

users across operations and analytics at Swiggy

10

business units deployed

<3 mo

to full rollout

BEYOND PRODUCTIVITY

Not just hours saved. Revenue you can attribute

Most AI tools justify themselves in time saved. Cimba goes further: every recommended action is tied to the outcome it produced, so the return shows up in your top line, not in a sentiment survey.

Here is what one Next Best Action looks like, end to end.

1

A signal surfaces on its own

Pickup times in zone South-2 drift 14 minutes past target while demand climbs. Nobody asked a question; Cimba was watching.

2

Root cause, then a recommended action

Courier supply is 12% under forecast at three high-volume merchants. Cimba recommends reassigning six couriers ahead of the 12:00 peak, with the projected impact attached.

3

A human approves, Cimba executes

The city ops lead signs off from Slack. The action executes, and every step lands in the append-only audit trail.

4

Impact lands in the ledger

38 late orders avoided and about $3.4k in SLA credits saved that shift, logged against the exact action that produced it.

signal to attributed revenue · One action, one measured outcome. Compounded across 100s of actions a week, that is how operations teams reach +20% revenue per customer.

See Cimba spot what needs attention, on your own data

Book a demo

What does Cimba do?

Not another dashboard. Not another chatbot

Cimba is a governed system that turns your data into operational intelligence and action - across operations, finance, and customer success.

It continuously analyzes your business operations, surfaces what needs your attention, and delivers the Next Best Action: FP&A and variance analysis, customer churn prevention, SLA and supply-chain monitoring, and account-manager intelligence.

1

Connects to the systems you already use

One place for ERP, CRM, finance, and ops data. No ripping and replacing.

24/7

Catches what your team doesn't have time to find

Continuous monitoring surfaces risk and opportunity automatically.

0

Faster decisions across the team, not just at the top

Clear next steps your team can act on immediately.

100%

Every action is traceable, every decision is defensible

Every recommendation backed by your data, audit by design.

WHO IS IT FOR

Built for Your team

One system, four desks. The same governed answers, shaped to the work in front of each team.

Monitoring & Workflows

Operations

SLA breaches and delivery slippage flagged as they emerge, each with a recommended next step and an owner.

See the solution →

Health & Retention

Customer Success

Account health scored continuously, so churn risk surfaces months before renewal, in time for the owner to act.

See the solution →

Forecasts & Variance

Finance & FP&A

Flux analysis and reconciliation that run every close, with drivers explained and every step logged.

See the solution →

Insights at Scale

Data & Analytics Teams

Governed workflows replace one-off analyst requests, with the same trusted answer every time and every step logged.

See the solution →

Use cases

How teams put Cimba to work

1Business Operations

AI for Account Managers

Marketplace platforms rely on account managers to help merchants grow - but critical insights typically require analyst support. Cimba changed that.

Read the case
2Retail Operations

Stockouts Caught Before the Shelf Is Empty

Retail teams reorder against stock positions that are wrong, because unfilled purchase orders still count as stock in transit. Cimba catches the stockout that never fired a reorder, days before anyone would have noticed.

Read the case
3Restaurant Operations

Margin Caught Shift by Shift

Restaurant groups run POS, labor, inventory and delivery in separate systems reviewed weeks apart, so overruns surface at period-end and waste only after a count. Cimba scores every location continuously and names the move while the shift can still be changed.

Read the case
4Finance & Risk

Flux Analysis, Reconciliation & Risk Monitoring

Finance and risk teams work across fragmented systems on repetitive, time-sensitive cycles, and the analysis lands too slowly to change the outcome. Cimba automates the reconciliation and scores write-off risk the same governed way every time, with every variance explained.

Read the case

At a glance

How Cimba is different

You don't need another tool that shows you data or answers a one-off question. Cimba surfaces the Next Best Action and helps you execute it - replacing the patchwork of a BI tool, an AI assistant, and a workflow platform.

Governed

audit by design (SOC 2 Type II)

Proven at scale

thousands of users and workflows

Surfaces & executes

the Next Best Action, end to end

Your way

deploy B2B SaaS or in your VPC

CapabilityCimbaAI/BI toolsGeneric co-worksWorkflow tools
Connects to all your systems, in one placeLimitedPer-user setup¹Limited
Monitors your data continuouslyAlerts onlyNoNo
Surfaces Next Best ActionsNoAd hoc²No
Executes with human approvalNoNoLimited³
Governed & audit by design⁴LimitedNoLimited
Consistent, repeatable answersLimitedNo
Scales to thousands of usersVaries
Out-of-box reporting & dashboardsNoLimited

1 Generic co-works (e.g. Copilot, ChatGPT, Claude Cowork) require each user to configure their own integrations - there's no shared organizational connection layer.

2 Generic co-works suggest actions within a conversation but don't proactively surface them based on live data signals.

3 Workflow tools support human-in-the-loop steps but these are pre-scripted, not dynamically triggered.

4 Cimba is SOC 2 Type II certified. BI tools vary by vendor.

AICPA SOC 2 Type II certified

SOC 2 Type II certified. Cimba's governance layer makes AI workflows audit by design - so finance and compliance teams can trust every recommendation, and every decision is defensible.

Frequently asked questions

AI for business operations is the use of governed AI agents and repeatable workflows to turn enterprise data into proactive, auditable next best actions. Cimba delivers AI for business operations through governed agents and repeatable workflows that finance, operations, and customer success teams use to automate analysis, monitoring, and decisioning with full traceability.

AI is used in business operations to automate cross-signal monitoring, run flux and variance analysis, generate next best actions for account managers and supply chain teams, accelerate financial close, and codify repeatable workflows. Cimba applies governed AI agents with audit logs, human-in-the-loop approvals, and SOC 2 / SOX-aligned controls so operations leaders can trust and scale AI in production.

A Next Best Action Agent watches your connected data continuously, traces the cause when something needs attention, weighs it against your rules, and recommends the single best action, routed to the person who can approve and execute it. Every step is logged. Cimba's Next Best Action Agent is purpose-built for finance and business operations, and it is audit by design rather than audited after the fact.

Yes. Cimba is SOC 2 and SOX-aligned with fine-grained access controls, full audit logging, human-in-the-loop approvals, and traceable agent execution. The platform is designed for regulated enterprise operations where every AI decision must be explainable, repeatable, and auditable.

Traditional automation runs predefined rules. AI for operations uses governed agents that reason over live enterprise data, generate next best actions for novel situations, and learn from feedback, while staying inside guardrails. Cimba combines the reliability of repeatable workflows with the adaptability of agentic AI, so operations teams get both consistency and intelligence.

Integrations

Google Drive & Google Sheets integration

Cimba.ai lets you connect your Google Drive and Google Sheets so your own documents and spreadsheets can be used as a data source inside the product. You start the connection yourself, and Google shows you exactly what you are granting before anything is shared. You choose what Cimba can see.

Cimba uses that content only to do the work you ask for: answering your questions, running analyses, building reports, and powering the automations you set up. Nothing else.

  • We do not sell your data.
  • We do not use it for advertising.
  • We do not use it to train AI models.
  • You can disconnect your Google account at any time, and you stay in control of what is shared.

Full detail: how Cimba uses Google Workspace data · Privacy Policy — Google user data · Terms of Service

Signals in your data are aging right now

See what Cimba would flag in your data

Start with one system and one workflow, live in under a week. Every run is governed and logged, and every decision holds up in an audit.

SOC 2 Type II · Every action traceable · SaaS or your VPC