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How cfo.ai works shows how your Model fits together: your workspace, Variables, Dimensions, formulas, Pages, Scenarios, and Ari. Most other pages build on it.Ari
How your AI finance coworker decides what to read and what to change, what it needs you for, and what it keeps between conversations.- How Ari works with you: what Ari can and cannot do, when it changes your Model, and what still needs you.
- What Ari remembers: saved facts, your earlier chats, and files from your other chats.
The Model
How the Model represents your business: the values it holds, how it organizes them, how formulas calculate, how time splits into Actuals and Forecast, and how alternatives live side by side.- Variables and Dimensions: line items and assumptions, and the breakdowns that organize them.
- How formulas work: what a formula calculates, and which formula fills each cell.
- Actuals, Forecast, and Last close: where your books end and your forecast begins.
- Totals, aggregation, and time rollups: why a total adds up, averages, or shows zero.
- Dimension mappings and shared Dimensions: how accounts in your books group into the lines you report.
- Scenarios, Snapshots, and version history: which one to use to try a plan, keep a plan, or undo a change.
Data, Pages, and sharing
How data gets from your systems into the Model, how Pages present it, and who can see what.- How connected data reaches your Model: when synced data updates, and when a new connection is ready to use.
- Pages, Table blocks, and Canvas blocks: why one change shows on every Page, and which block to use.
- Sharing and access: who can see and change what, and what a share link’s reader sees.
Automation and plans
How Skills, Triggers, and Guides let Ari repeat work, and how plans, AI usage, and connection slots work.- Skills, Triggers, and Guides: how Ari repeats a job on request or on a schedule.
- Plans, AI usage, and connection slots: when you are charged, what uses AI usage, and which connections take a slot.