{"id":21917,"date":"2026-06-25T10:56:52","date_gmt":"2026-06-25T08:56:52","guid":{"rendered":"https:\/\/www.pkf-attest.es\/tecnologia\/novedades-itc\/caso-de-exito-miranza-gestion-tesoreria-2\/"},"modified":"2026-09-15T09:58:13","modified_gmt":"2026-09-15T07:58:13","slug":"caso-de-exito-miranza-gestion-tesoreria","status":"publish","type":"novedades-itc","link":"https:\/\/www.pkf-attest.es\/tecnologia\/en\/novedades-itc\/caso-de-exito-miranza-gestion-tesoreria\/","title":{"rendered":"Miranza Success Story: Cash Management with Sage XRT"},"content":{"rendered":"\n<div class=\"wp-block-genesis-blocks-gb-columns gb-layout-columns-1 one-column gb-columns-center\"><div class=\"gb-layout-column-wrap gb-block-layout-column-gap-2 gb-is-responsive-column\" style=\"max-width:1200px\">\n<div class=\"wp-block-genesis-blocks-gb-column gb-block-layout-column\"><div class=\"gb-block-layout-column-inner\">\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"h-un-crecimiento-que-incrementa-la-complejidad-operativa\" class=\"wp-block-heading has-text-color has-link-color wp-elements-1\" style=\"color:#0f3780\"><strong>Growth that increases operational complexity<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Inorganic growth involves the continuous incorporation of new entities, which leads to an exponential increase in complexity.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In Miranza&#8217;s case, moreover, this meant:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-text-color has-link-color wp-elements-2\" style=\"color:#000000\">Management of multiple companies and bank accounts.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-3\" style=\"color:#000000\">Manual processes for consolidating financial information.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-4\" style=\"color:#000000\">Difficulty in determining the actual cash position.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-5\" style=\"color:#000000\">Limitations on the ability to produce reliable forecasts.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">On the other hand, beyond technology, the challenge was also structural: aligning processes, integrating teams, and professionalizing management in a context of constant change.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"h-un-enfoque-orientado-a-la-eficiencia-y-al-control\" class=\"wp-block-heading has-text-color has-link-color wp-elements-6\" style=\"color:#0f3780\"><strong>An approach focused on efficiency and control<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To address these challenges, the project was designed with a clear focus:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-text-color has-link-color wp-elements-7\" style=\"color:#000000\">Implementation of Sage XRT to optimize cash management.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-8\" style=\"color:#000000\">Integration with the group&#8217;s existing systems.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-9\" style=\"color:#000000\">Support from PKF Attest, as a partner in defining and implementing the model.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Thanks to this approach, we were able to move toward a more structured management system, tailored to the realities of a growing group.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"h-una-implantacion-alineada-con-la-operativa-diaria\" class=\"wp-block-heading has-text-color has-link-color wp-elements-10\" style=\"color:#0f3780\"><strong>An implementation aligned with day-to-day operations<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">One of the most important aspects of the project was its implementation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Specifically, the implementation was carried out:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-text-color has-link-color wp-elements-11\" style=\"color:#000000\">Meeting the established deadlines.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-12\" style=\"color:#000000\">Ensuring business continuity.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-13\" style=\"color:#000000\">Gradually becoming part of everyday life.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">This is key, since success depends not only on technology, but also on its ability to adapt to the organization&#8217;s actual operations.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"h-de-una-gestion-manual-a-una-vision-financiera-fiable\" class=\"wp-block-heading has-text-color has-link-color wp-elements-14\" style=\"color:#0f3780\"><strong>From Manual Management to a Reliable Financial Overview<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Since the implementation, Miranza has undergone a significant evolution in its management approach:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-text-color has-link-color wp-elements-15\" style=\"color:#000000\">Reduction of manual tasks in cash management.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-16\" style=\"color:#000000\">Daily access to the group&#8217;s financial position.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-17\" style=\"color:#000000\">Improved forecast quality.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-18\" style=\"color:#000000\">Greater capacity to integrate new companies.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"h-testimonio-del-cliente\" class=\"wp-block-heading has-text-color has-link-color wp-elements-19\" style=\"color:#0f3780\"><strong>Customer Testimonial<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">In the following video, Ricardo Mateos Garc\u00eda, CEO of Grupo Miranza, shares his experience during the project, the challenges they faced, and the benefits they gained.<\/p>\n\n\n<div class=\"wp-block-image is-style-default\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.youtube.com\/watch?v=9oZweb9nw6I\" target=\"_blank\" rel=\" noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.pkf-attest.es\/tecnologia\/wp-content\/uploads\/sites\/2\/2026\/06\/portada-caso-de-exito-miranza-1024x576.png\" alt=\"caso de exito miranza\" class=\"wp-image-20989\" srcset=\"https:\/\/www.pkf-attest.es\/tecnologia\/wp-content\/uploads\/sites\/2\/2026\/06\/portada-caso-de-exito-miranza-1024x576.png 1024w, https:\/\/www.pkf-attest.es\/tecnologia\/wp-content\/uploads\/sites\/2\/2026\/06\/portada-caso-de-exito-miranza-300x169.png 300w, https:\/\/www.pkf-attest.es\/tecnologia\/wp-content\/uploads\/sites\/2\/2026\/06\/portada-caso-de-exito-miranza-768x432.png 768w, https:\/\/www.pkf-attest.es\/tecnologia\/wp-content\/uploads\/sites\/2\/2026\/06\/portada-caso-de-exito-miranza-1536x864.png 1536w, https:\/\/www.pkf-attest.es\/tecnologia\/wp-content\/uploads\/sites\/2\/2026\/06\/portada-caso-de-exito-miranza-392x222.png 392w, https:\/\/www.pkf-attest.es\/tecnologia\/wp-content\/uploads\/sites\/2\/2026\/06\/portada-caso-de-exito-miranza-600x338.png 600w, https:\/\/www.pkf-attest.es\/tecnologia\/wp-content\/uploads\/sites\/2\/2026\/06\/portada-caso-de-exito-miranza.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n<\/div>\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"h-la-vision-del-proyecto-desde-pkf-attest\" class=\"wp-block-heading has-text-color has-link-color wp-elements-20\" style=\"color:#0f3780\"><strong>PKF Attest&#8217;s Perspective on the Project<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">At PKF Attest, the project was undertaken with a clear objective: to align financial management with the group\u2019s growth and provide Miranza with a forward-looking view of its cash flow.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.youtube.com\/watch?v=p1BAsJWrhAw\" target=\"_blank\" rel=\" noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.pkf-attest.es\/tecnologia\/wp-content\/uploads\/sites\/2\/2026\/06\/portada-caso-de-exito-miranza-nosotros-1024x576.png\" alt=\"caso de exito miranza - nosotros\" class=\"wp-image-20990\" srcset=\"https:\/\/www.pkf-attest.es\/tecnologia\/wp-content\/uploads\/sites\/2\/2026\/06\/portada-caso-de-exito-miranza-nosotros-1024x576.png 1024w, https:\/\/www.pkf-attest.es\/tecnologia\/wp-content\/uploads\/sites\/2\/2026\/06\/portada-caso-de-exito-miranza-nosotros-300x169.png 300w, https:\/\/www.pkf-attest.es\/tecnologia\/wp-content\/uploads\/sites\/2\/2026\/06\/portada-caso-de-exito-miranza-nosotros-768x432.png 768w, https:\/\/www.pkf-attest.es\/tecnologia\/wp-content\/uploads\/sites\/2\/2026\/06\/portada-caso-de-exito-miranza-nosotros-1536x864.png 1536w, https:\/\/www.pkf-attest.es\/tecnologia\/wp-content\/uploads\/sites\/2\/2026\/06\/portada-caso-de-exito-miranza-nosotros-392x222.png 392w, https:\/\/www.pkf-attest.es\/tecnologia\/wp-content\/uploads\/sites\/2\/2026\/06\/portada-caso-de-exito-miranza-nosotros-600x338.png 600w, https:\/\/www.pkf-attest.es\/tecnologia\/wp-content\/uploads\/sites\/2\/2026\/06\/portada-caso-de-exito-miranza-nosotros.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n<\/div>\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"h-un-reto-comun-en-empresas-en-expansion\" class=\"wp-block-heading has-text-color has-link-color wp-elements-21\" style=\"color:#0f3780\"><strong>A common challenge for growing companies<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The Miranza case illustrates a recurring situation in organizations that grow through acquisitions:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-text-color has-link-color wp-elements-22\" style=\"color:#000000\">Complexity is increasing faster than management capacity.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-23\" style=\"color:#000000\">Financial processes do not scale at the same rate.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-24\" style=\"color:#000000\">Visibility decreases as the group grows.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">In this context, having specialized treasury tools and a structured approach helps improve control and facilitate decision-making.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"h-conclusion\" class=\"wp-block-heading has-text-color has-link-color wp-elements-25\" style=\"color:#0f3780\"><strong>Conclusion<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The project carried out with Miranza shows that improving financial management is not just a matter of technology. It is about:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-text-color has-link-color wp-elements-26\" style=\"color:#000000\">sort processes,<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-27\" style=\"color:#000000\">integrate structures,<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-28\" style=\"color:#000000\">build a solid foundation for growth.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">The implementation of <a href=\"https:\/\/www.pkf-attest.es\/tecnologia\/en\/treasury-and-finance\/sage-xrt\/\">Sage XRT<\/a>, 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.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"full_width_with_cta_banner\" style=\"background-color:\">  \r\n  <div class=\"full_width_with_cta_banner_container gb-layout-column-wrap gb-block-layout-column-gap-2 gb-is-responsive-column\">\r\n    <div class=\"full_width_with_cta_banner_main\">\r\n      <h3 class=\"full_width_with_cta_banner_title\">\r\n        Is your organization growing and in need of better cash flow management?      <\/h3>\r\n      <div class=\"full_width_with_cta_banner_text\" >\r\n        At PKF Attest Tecnolog\u00eda, we help companies structure their financial management by tailoring solutions to their specific circumstances.      <\/div>  \r\n      <div class=\"full_width_with_cta_banner_cta\">\r\n          <a href=\"https:\/\/www.pkf-attest.es\/tecnologia\/en\/treasury-and-finance\/sage-xrt\/#contactosagexrt\" title=\"Contact our team\">Contact our team<\/a>\r\n      <\/div>\r\n    <\/div>\r\n  <\/div>\r\n<\/div>\r\n<\/div><\/div>\n<\/div><\/div>\n","protected":false},"featured_media":22806,"template":"","categories":[],"tags":[185,217,190,222],"novedades_itc":[],"class_list":["post-21917","novedades-itc","type-novedades-itc","status-publish","has-post-thumbnail","tag-article","tag-sage-xrt","tag-success-story","tag-treasury-and-finance","entry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.8 (Yoast SEO v28.8) - 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