Use Cases

Trusted AI for the workflows that matter most

See how organizations use Cimba to turn complex, manual processes into governed, repeatable intelligence.

AI for Account Managers and Merchants hero image

Business Operations

AI for Account Managers and Merchants

How Swiggy Scaled Real-Time Merchant Intelligence Across 2,200 Users

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

2,200

Users onboarded in < 3 months

10

Business units

< 1 week

Time to launch new workflows

The Challenge

Marketplace platforms rely heavily on account managers (AMs) to help merchants grow their business. At Swiggy, AMs each manage 50–100 restaurant partners and answer performance questions during live partner meetings.

However, critical insights — such as why orders dropped, which promotions work, or which menu items drive growth — typically require analyst support. This creates delays that reduce the effectiveness of partner conversations and slow upsell opportunities.

As the number of merchants grows into the tens of thousands, this gap between merchant data and merchant decisions becomes a major operational bottleneck.

The Cimba Solution

Swiggy deployed Cimba's "AI for AM" agent, enabling account managers to access real-time merchant intelligence directly from production data.

The agent allows AMs to ask natural-language questions and run repeatable workflows such as:

  • Degrowth analysis and root cause investigation
  • Merchant performance diagnostics
  • Growth opportunity identification
  • Campaign and promotion performance analysis
  • Next-best-action recommendations for merchant partners

Cimba integrates directly with Swiggy's data infrastructure and applies enterprise governance such as row-level security and audited workflows, ensuring answers are accurate and compliant.

How They Use Cimba

Swiggy's account managers use the AI for AM agent to analyze merchant performance and make data-driven decisions in real time.

  • Why is a restaurant's order volume declining?
  • What promotions drove the highest ROI for similar restaurants?
  • Which cuisines are trending in a specific city?
  • How did a merchant perform during a particular holiday period?

These insights help AMs identify growth opportunities, recommend promotions, and improve merchant performance during live partner interactions.

Swiggy

Swiggy is one of the largest food delivery platforms in the world, operating across 700+ cities in India and connecting millions of customers with restaurant partners.

To improve merchant performance and operational efficiency, Swiggy implemented Cimba to power AI-driven workflows for their account management organization.

Cimba enables our account managers to answer complex merchant questions instantly and take action during partner conversations.
Month-End CloseAUTO

Pull Q3 actuals from ERP

Completed · 3 data sources

Compare actuals vs. budget

Completed · 4 variances flagged

Generate CFO variance report

Running now…

Deliver to finance distribution

Pending

Financial Operations

Automating Complex Finance Workflows with AI

Turning fragmented finance processes into governed, repeatable workflows

Finance teams operate across fragmented systems while managing highly repetitive, time-sensitive workflows. Cimba automates these with full transparency.

The Challenge

Finance teams operate across fragmented systems — ERPs, planning tools, spreadsheets, and internal databases — while managing highly repetitive, time-sensitive workflows.

Critical processes such as flux analysis, expense monitoring, month-end close, tax reporting, and software capitalization require significant manual effort, cross-system reconciliation, and constant validation. These workflows are not only time-consuming but also error-prone and difficult to scale.

As complexity grows, finance teams spend more time reconciling data and explaining discrepancies than driving insights — delaying decisions and reducing confidence in outputs.

The Cimba Solution

Cimba transforms financial operations by automating complex workflows using AI-driven, auditable processes grounded in how finance teams already operate.

  • Automate flux analysis to identify period-over-period variances and explain key drivers with clear, repeatable logic
  • Monitor travel & expense spend across categories and cost centers, proactively flagging budget overruns and policy exceptions
  • Streamline month-end close and reconciliation, validating numbers across evolving systems and reducing manual effort
  • Support tax due diligence and reporting, identifying inconsistencies and maintaining accurate cost center hierarchies
  • Automate software capitalization workflows, ensuring consistency and compliance across financial reporting

These workflows are built with full transparency – every step, assumption, and calculation is explainable, auditable, and repeatable. Cimba connects directly to source systems, applies governed logic, and generates natural language outputs that finance teams and leadership can trust.

How They Use Cimba

Finance teams use Cimba to run both recurring workflows and ad hoc analysis across core FinOps processes.

  • Identifying and explaining drivers behind financial variances each reporting cycle
  • Monitoring spend against budgets and detecting anomalies in real time
  • Reconciling accounts and validating balances during close
  • Investigating inconsistencies across tax structures and reporting hierarchies
  • Automating classification and validation for capitalized software costs

These workflows eliminate repetitive manual tasks while ensuring outputs remain consistent, governed, and ready for audit.

Outcomes

  • Significant reduction in manual effort across reconciliation and reporting workflows
  • Faster close cycles and reporting timelines
  • Improved accuracy and consistency across financial outputs
  • Greater transparency and auditability for internal controls and compliance
  • Higher confidence in financial insights, reducing back-and-forth analysis

By turning complex, fragmented processes into automated, explainable workflows, Cimba enables finance teams to shift from manual execution to strategic decision-making.

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

Risk & Underwriting

Risk Monitoring & Write-Off Analysis

Scaling Trusted Risk Decisions with AI

Risk teams operate in data-rich environments yet remain constrained by slow analysis cycles and inconsistent outputs. Cimba makes risk analysis governed and repeatable.

The Challenge

Modern risk and underwriting teams operate in data-rich environments, yet decision-making remains constrained by slow analysis cycles and inconsistent outputs.

At fintech companies like iCreditWorks, evaluating credit performance, identifying emerging risks, and understanding drivers behind write-offs require combining multiple datasets, applying complex logic, and generating clear explanations.

In practice, this leads to fragile ad hoc analyses, inconsistent metrics, and a lack of trust in outputs — delaying decisions and increasing risk exposure.

The Cimba Solution

iCreditWorks deployed Cimba to transform risk monitoring into a governed, repeatable, and scalable workflow.

  • Continuously monitor risk signals and portfolio performance, identifying anomalies before they become write-offs
  • Perform step-by-step analysis of credit applications and portfolio segments with consistent, approved logic
  • Break down complex risk decisions into transparent, auditable steps
  • Generate clear, explainable outputs that support faster decisions and regulatory scrutiny

Cimba achieves this by decomposing analytics into distinct components – validated inputs, approved logic, execution, and narrative synthesis – ensuring both accuracy and scalability.

How They Use Cimba

Risk and analytics teams at iCreditWorks use Cimba to standardize and automate key workflows, including:

  • Analyzing credit applications with step-by-step, explainable logic
  • Monitoring portfolio performance and identifying emerging risk signals
  • Investigating drivers behind delinquencies and write-offs
  • Generating consistent, audit-ready narratives for internal and external stakeholders

By embedding these workflows into a single system, teams eliminate fragmented logic and ensure consistent analysis across the organization.

iCreditWorks

iCreditWorks is a fintech platform focused on providing flexible financing solutions, where accurate and timely risk analysis is critical to maintaining portfolio performance and minimizing losses.

To improve decision-making and scale analytics, iCreditWorks implemented Cimba to power AI-driven risk workflows across underwriting and portfolio monitoring.

Outcomes

  • Faster risk analysis cycles with real-time, on-demand insights
  • Consistent and governed analytical logic across teams
  • Improved trust in outputs through transparency and auditability
  • Proactive identification of risk signals, reducing potential losses
  • Scalable analytics workflows without increasing reliance on specialized teams

As a result, risk teams can move from reactive analysis to proactive risk management, making faster and more confident decisions.

FP&A AND LEADERSHIP

P&L Scenario Modeling

P&L scenario analysis is a bottleneck for FP&A teams. Assumptions live across planning tools and spreadsheets, and answering leadership's “what if” questions often requires rebuilding models, reconciling inputs, and waiting days for analysis.

Cimba integrates with your existing planning and financial systems to turn scenario modeling into an on-demand, trusted workflow—empowering leadership to explore scenarios and evaluate tradeoffs.

  • Instantly models P&L impact of pricing changes, headcount shifts, and large deals without rebuilding underlying models
  • Leverages existing assumptions and drivers from systems like Anaplan, keeping scenarios grounded in approved planning logic
  • Explains outcomes in clear, natural language so leaders understand not just the result, but the drivers behind it

10×

faster scenario turnaround

0

models to rebuild

Close & Reconciliation dashboard

Close & Reconciliation

Accounting teams rely on manual, spreadsheet-driven processes for reconciliations, validations, and anomaly detection—often under tight close timelines. Frequent data changes increase risk, create rework, and make it difficult to explain discrepancies when they matter most.

Cimba automates core accounting workflows using explainable, repeatable logic that mirrors existing close processes—without introducing black boxes. It continuously validates balances, flags anomalies like negative asset balances and unexpected movements before issues escalate, and explains differences in clear, natural language to accelerate review.

BOM comparison view

BOM Misalignment in Maintenance Operations

Instead of sifting through thousands of work orders, teams see a focused list of misaligned material combinations with recommended actions. Cimba automatically compares planned vs. actual BOMs, highlighting only the discrepancies that matter—so maintenance teams act on what counts.

MORE WORKFLOWS

Other high-impact use cases

Cimba extends across finance, ops, and go-to-market—wherever teams need governed, repeatable intelligence.

Repeatable board questions

Answer leadership queries consistently every quarter

Cross-functional workflows

Detect where Finance, Ops, and Sales data break

Spend analysis

Tie detailed usage to revenue or cost drivers

Pricing decisions

Explore scenarios for pricing strategies

Marketing & customer success

Analyze customer or campaign data to drive decisions

Next best action

Surface the right action for each customer, account, or risk signal

Ready for less asking and more doing?

See how Cimba can transform your team's decision-making with consistent, auditable, trusted outcomes.