cma report

Generate CMA
(Credit Monitoring Arrangement)
Data Report effortlessly

Simplify Loans – Plan, Forecast & Secure Financing
Plan Smarter, Forecast Finance, and Unlock Business Loans
with our CMA Data Software – Achieve Growth with Confidence.

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Integrations on Demand

Customize Integrations as per Customer Requirements

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Explore the simplest CMA Data Report features that boost your finance operations

Intelligent CMA Report for Loan Analysis

1

Create clear CMA reports for loans like overdrafts, cash credits, and term funding.

Use organized projections to easily analyze business creditworthiness. Utilise the best CMA Data Software for CC loans.

Multi-Year Financial Projections & Insights

2

Enter historical financials for the last two years and the current year.

Run three-year projections to consider future loan worthiness.

Utilise the CMA loan report generator to increase credibility with lending sources. Explore the best CMA data software for Business loans.

Fill out CMA Report Forms to Make Informed Decisions

3

Effortlessly generate forms – such as Form II, III, IV, V, in our CMA Data Report from WebLedger Office’s software, in a few clicks.

Form II – Comprehensive Profit & Loss statement to analyse performance

Form III – Balance Sheet summary of financial well-being

Form IV – Asset vs. Liability comparison

Form V – Calculation of maximum allowable bank finance 

Ratio Analysis – Key ratios to evaluate borrowing capacity and loan eligibility, from our CMA Data Software Online.

Made in India,
Made for the World

Focus on what really matters. Deliver exceptional client service.

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Who can use this?

This module benefits a variety of finance and compliance professionals

Benefits your team will love to work with

Our CMA Data Software will help you to find out your business’s eligibility for the business loan, prior to applying to the loan. It will also help to forecast your business income estimates and projections up to the next 8 years.

Accurate Business Loan Evaluation

• Quickly ascertain eligibility from our CMA data software for OD loans, and credit facilities.

• Gain insight into probable financing from banks with a CMA report for lending approval.

Confident Financial Planning

• Long-term forecasting provides lenders with accurate financial snapshots.

• Assess eligibility prior to commencing the loan process.

Advanced Financial Review Tools

• Use structured formats: Form II, III, IV, V and Ratio Analysis to gain greater financial insights.

• Compare asset-liability positions to determine risk areas and potential for funding.

Simplified Loan Application Process

• Make the loan application easier by using our CMA data report software.

• Increases transparency to help lenders and borrowers work better together.

Scalable and Strategic Financial Planning

• Use organised data to plan for growth and expansion.

• Achieve sustainability with smart financial management for the future.

Your Office – Your Workflow

1
Add Client
2
Create New Loan
3
Create Profile
4
Add Financials
5
Generate CMA Report

Frequently Asked Questions

Quick answer to questions you may have.

Plz Call Us at +91 98888 77777

What is CMA Data?

It’s a structured report that banks utilise to assess loan eligibility, which is created using WebLedger’s CMA data software.

How does financial forecasting work?

Enter historical financials and forecast future years in order to assess credit strength.

What's contained in a CMA report for a loan?

Forms detailing P&L, Balance Sheet, Ratio Analysis, and asset-liability structure.

How does it assist loan approval?

CMA reports indicate financial strength and assist in determining how much a company can lend.

Who can take advantage of CMA reports?

Manufacturing, retail, finance, and advisory industries are in need of working capital solutions.

Can CMA reports be shared securely?

Yes, with encrypted access for consultants, accountants, and lenders.

Can CMA reports be shared securely?

Yes, with encrypted access for consultants, accountants, and lenders.

Is financial information safe on WebLedger?

Yes. Data security is ensured through compliance and encryption procedures.

Why is Ratio Analysis so important?

It allows quantification of financial well-being and borrowing capacity via key ratios.

Does CMA reporting facilitate business planning?

Yes, it assists with strategy, projections, and investment plans.

How does WebLedger make filing loans easy?

Through automated reports and filings using the CMA loan report generator software.

Thank you for your interest

Our team will get in touch with you shortly to confirm your demo.

What Happens Next?

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