Build Your Business Profile
Add business, promoter, banking and loan details in one place.
Create accurate, bank-ready CMA reports in minutes. Import your data, set projections, and generate complete reports with ease.
Add your business details, import actuals, set projections, and let CMA AI build the complete report for you.
Start for freeAdd business, promoter, banking and loan details in one place.
Upload your financial data from Excel or JSON and get started quickly.
Add your growth assumptions and let CMA AI calculate projected financials.
Get a complete, structured CMA report ready to export and share with your bank.
From business details to financial projections, CMA AI simplifies the entire CMA preparation process.
Build a complete business & loan profile promoters, banking, existing loans.
Import actuals from Excel; fields map automatically.
Import actuals from JSON, auto-mapped.
Set a growth assumption; the engine builds all projected financials.
Complete CMA output in standard bank format.
Download as PDF or Excel, ready to share.
Build a checklist of documents required for the loan.
Upload and keep supporting documents in one place.
AI handles the tedious data work. A deterministic engine handles the maths so your numbers are always bank-exact.
Maps your imported Excel/JSON fields automatically.
Flags missing or inconsistent entries before you proceed.
Financials, Trial Balance
Auto-map your data
Fill missing details
Calculated by formula, not AI.
Bank-exact, every time.
Document management for firms, agencies & consultants
Start free trialBuild a bank-ready CMA for your own loan or renewal no dependency, no waiting.
Prepare accurate CMAs for your clients in minutes the accuracy the bank trusts.
Build and renew CMAs for existing loans, right inside your team.