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How to Make CMA Report in 4 Easy Steps

Be it an overdraft loan, cash credit, or any working capital loan. Banks will ask you to submit a CMA Report. But preparing a CMA report is difficult & usually, you have to pay high fees to a CA for this.

In this article, we will see what a CMA report means and how you can easily make a Professional level CMA report yourself online.

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What is CMA Report?

CMA Report’s complete form is Credit Monitoring Arrangement Report. It is a complex report containing businesses’ past financial data and future projections. It has seven statements in a specific format, and the data needs to be correctly correlated between all these statements.

A well-prepared and well-presented CMA report is a must to get the loan sanctioned.

How to Prepare a CMA Report?

To start with, log in to our website. Now click on CMA Report Builder.

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Get complete CMA data as per Bank format automatically with India’s most advanced software

Here you have two options, you can either enter details online or you can choose the excel format option

To make a CMA report with Excel, click the ‘Use Excel Utility’ button as shown below

How to make CMA in Excel

Now:

Step 1: Download the CMA Excel utility file

Click on the ‘Download Excel’ button to download the CMA Excel utility file

Step 2: Fill Data in Excel File 

After downloading the excel file, there are four sheets to be filled in the file.

  • General Information like your business name, loan amount, etc. You need to enter details such as:
  • Your Profit and Loss A/c of the past two years
  • Balance Sheet Liabilities of the past two years.
  • Balance Sheet Assets for the past two years

Step 3: Save & Upload Excel File 

After filling in all the information, save the excel sheet and click on the Free Plan or Pro Plan button, and you will be directed to our website CMA Software.

In the Free Plan option, you can download your CMA sample report. For just Rs. 499/- you can purchase our Pro Plan and download the complete CMA report.

Click here to buy CMA Pro Plan.

Click on ‘Upload Excel File’ and browse the excel file you just saved and upload the same. After uploading the file, you will get a message – File has been uploaded.

Step 4: Generate & Download the CMA report

That’s all. Now click on ‘Generate CMA Report’ and then Click ‘Download CMA Report.’

After downloading the Report, please review it and check the MPBF (Maximum Permissible Bank Finance) Statement on page 7 of the Report. Your loan value should be less than or equal to the MPBF value appearing in the Report. If your loan amount is higher than the MPBF value, then you can lower the loan limit value and generate a new CMA report.

Check out our premium plans if we want our CAs to prepare your Project Report and CMA Data.

We hope now you can make your CMA report quickly. If you liked this article, please also subscribe to our YouTube Channel.

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3 comments

  • Brij mohan Dhangadh

    March 4, 2023 at 5:07 pm

    For PMEGP Project Report for Cattle Feed Plant.

    Reply

    • mithishah

      March 5, 2023 at 4:06 am

      Hello sir; you can easily make PMEGP Project Report for a Cattle Feed Plant with our project report online software. You just need to enter a few details, and the software will make a complete project report with CMA data for you. You can try our online software for free by clicking here

      You can also watch our step-by-step video on how to make Project Report by clicking here

      Reply

  • Brij mohan Dhangadh

    March 4, 2023 at 5:08 pm

    project report of cattle feed mfg. unit.

    Reply

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FortRisk Consulting

We offer innovative online solutions that empowers small business owners to effortlessly create essential project reports for loan applications. By partnering with banks and NBFCs, we also provide end-to-end support to help businesses secure financing. Our mission is clear: to simplify access to financial resources for entrepreneurs, making loans more accessible.
D113, Crystal Plaza, New Link Road, Andheri West, Mumbai - 53
info@fortriskconsulting.com

FortRisk Consulting

We offer innovative online solutions that empowers small business owners to effortlessly create essential project reports for loan applications. By partnering with banks and NBFCs, we also provide end-to-end support to help businesses secure financing. Our mission is clear: to simplify access to financial resources for entrepreneurs, making loans more accessible.
D113, Crystal Plaza, New Link Road, Andheri West, Mumbai - 53
info@fortriskconsulting.com

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