Success Story: Miranza Optimizes Its Cash Management in a Growing Market

Miranza, a group of ophthalmology clinics with locations in Spain and Portugal, is undergoing a period of sustained growth based on the acquisition of new companies.

In this context, this expansion model presents a common challenge for growing organizations: how to integrate multiple structures, processes, and systems without losing control over financial management.

For this reason, Miranza has carried out a project in collaboration with PKF Attest, aimed at structuring its financial model and improving cash flow visibility through the implementation of Sage XRT.

Growth that increases operational complexity

Inorganic growth involves the continuous incorporation of new entities, which leads to an exponential increase in complexity.

In Miranza's case, moreover, this meant:

• Management of multiple companies and bank accounts.
• Manual processes for consolidating financial information.
• Difficulty in determining the actual cash position.
• Limitations on the ability to produce reliable forecasts.

On the other hand, beyond technology, the challenge was also structural: aligning processes, integrating teams, and professionalizing management in a context of constant change.

An approach focused on efficiency and control

To address these challenges, the project was designed with a clear focus:

• Implementation of Sage XRT to optimize cash management.
• Integration with the group's existing systems.
• Support from PKF Attest, as a partner in defining and implementing the model.

Thanks to this approach, we were able to move toward a more structured management system, tailored to the realities of a growing group.

An implementation aligned with day-to-day operations

One of the most important aspects of the project was its implementation.

Specifically, the implementation was carried out:

• Meeting the established deadlines.
• Ensuring business continuity.
• Gradually becoming part of everyday life.

This is key, since success depends not only on technology, but also on its ability to adapt to the organization's actual operations.

Furthermore, the improvement was not limited to the financial area; it also had an impact on the organization as a whole, thanks to the standardization of processes and greater visibility of information.

From Manual Management to a Reliable Financial Overview

Since the implementation, Miranza has undergone a significant evolution in its management approach:

• Reduction of manual tasks in cash management.
• Daily access to the group's financial position.
• Improved forecast quality.
• Greater capacity to integrate new companies.

Consequently, this change has enabled us to move toward a more structured model, in which decision-making is based on up-to-date and reliable information.

Customer Testimonial

In the following video, Ricardo Mateos García, CEO of Grupo Miranza, shares his experience during the project, the challenges they faced, and the benefits they gained.

PKF Attest's Perspective on the Project

At PKF Attest, the project was undertaken with a clear objective: to align financial management with the group’s growth and provide Miranza with a forward-looking view of its cash flow.

As Juan Manuel Chueca, a partner at PKF Attest, explains, the key was not just to implement a solution, but to integrate processes and build a model that would enable proactive financial management.

A common challenge for growing companies

The Miranza case illustrates a recurring situation in organizations that grow through acquisitions:

• Complexity is increasing faster than management capacity.
• Financial processes do not scale at the same rate.
• Visibility decreases as the group grows.

In this context, having specialized treasury tools and a structured approach helps improve control and facilitate decision-making.

Conclusion

The project carried out with Miranza shows that improving financial management is not just a matter of technology. It is about:

• sort processes,
• integrate structures,
• build a solid foundation for growth.

The implementation of Sage XRT, together with support from PKF Attest, has enabled the company to move toward a more efficient model, with greater visibility and the ability to anticipate future developments.