Finance Operation

Automate and optimize financial operations with Cimba's seamless integration into existing systems, ensuring accuracy, compliance, and actionable insights to boost business efficiency and decision-making.

Transforming Financial Complexity into Clarity

Build Custom AI Agents to automate repetitive analysis, provide deep insights, and recommend ways to optimize your marketing campaigns based on data

Without Cimba

Receive the Request

The COO requests scenario analysis; the finance team clarifies assumptions and confirms the deadline.

Initial Assessment

The team evaluates the analysis scope, identifying required data and necessary departmental input.

Resource Allocation

The finance manager assigns tasks to team members with relevant expertise for the project.

Data Gathering

The team collects historical data, market insights, and cost structures from various sources.

Data Validation

The team ensures data accuracy and consistency by reconciling any discrepancies.

Scenario Analysis - Best Case

The team models the best case, assuming high market penetration, premium pricing, and optimal cost management.

Scenario Analysis - Worst Case

The team models the worst case, considering lower-than-expected sales, pricing pressures, and higher costs.

Scenario Analysis - Most Likely

A middle-ground scenario is developed based on realistic assumptions, considering market trends and internal forecasts.

Draft the Findings

The team prepares a report summarizing key findings with charts and graphs.

Internal Review

The finance manager reviews the analysis for accuracy and comprehensiveness.

Feedback and Revisions

The team revises the analysis based on feedback, refining assumptions and presentation.

Final Delivery

The final report is delivered to the COO with an executive summary.

Follow-Up

The team explains the analysis to the COO and provides additional support if needed.

With Cimba

Request from the COO

The COO urgently needs a detailed analysis. With Cimba, the finance team quickly models scenarios, assesses risks, and delivers actionable insights.

Clarification & Planning

The finance team collaborates with the COO to clarify assumptions and align with strategic goals. Cimba's seamless integration quickly identifies crucial metrics and data.

Configuration

The finance team swiftly configures a Cimba agent to connect with pre-integrated systems, ensuring accurate data alignment with analysis needs.

Customization

Customization features allow the finance team to adjust scenarios, apply data filters, and integrate competitor data and industry benchmarks for deeper analysis.

Agent Deployment

After configuration and customization, the Cimba agent is deployed, offering the COO direct access for real-time interaction and streamlined scenario exploration.

COO Interaction & Scenario Exploration

The COO uses Cimba to explore potential outcomes and risks, leveraging real-time insights to make informed decisions swiftly.

Analysis, Reporting & Recommendations

Cimba automates the analysis, generating detailed reports, visualizations, and recommendations, promptly delivered to the COO for quick, informed decisions.

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Answering a “not-so-simple” question

“How do I optimize my Marketing Spend?’’ Without Cimba AI

Campaign Manager Logs Into Dashboard  Navigates multiple dashboards, viewing different insights to create a mental picture of how the campaigns are doing Sees something that is interesting, sends a slack message to a data analyst about it Data Analyst creates a ticket in Jira Data Analyst creates a ticket in Jira Data analyst manually writes SQL or Python code, returns answer (code disappears into the ether forever)Campaign Manager, seeing this, has another questionCycle repeats
Now that the campaign manager has all of the information, they plan to move budget from campaign A on Facebook, to campaign C on TikTok. Campaign manager opens facebook ad manager, navigates the UI, and adjusts the budget accordingly. Campaign manager opens TikTok ads, and adjusts the budget accordingly executes the appropriate task to make the change.

Metrics: 
Time Spent: 11 Days
People Involved: 2
UIs Navigated: 6

“How do I optimize my Marketing Spend?’’ With Cimba AI 

Campaign Manager Logs into CimbaAsks Cimba “how can I optimize my marketing spend?”Cimba automatically kicks off a workflow to anaylze key metrics from all advertising spend sources. Cimba returns these metrics to the user with visualizations and highlights. Cimba automatically summarizes its finding into a simple, easy to digest reportsCimba recommends actions to the campaign manager “you should move budget from Campaign A on Facebook to Campaign C on TikTok”.Campaign Manager asks Cimba “how would that impact my ROI, CPC, CTR, etc.”Cimba creates projections on these metrics and returns them to the campaign managerCampaign manager approves this action, and Cimba

Metrics:
Time Spent: 15 minutes
People Involved: 1
UIs Navigated: 1

Automate playbooks 
Use your operation playbooks to train the agents without knowledge of large language models, prompt engineering, or programming languages. Let agents help you solve complex business challenges
Example use cases
Solve complex business challenges with adaptive AI i.e. “Help me optimize my marketing campaign”, “Suggest appropriate segmentation to a specific campaign”, etc.
Get recommendation & trigger action
AI can recommend the next appropriate actions based on your insights and internal knowledge
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