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Ari can help you understand, test, and change formulas in CFO.ai. You can describe the business rule in plain language instead of writing the full expression yourself.

What Ari can do

Ari can:
  • Find and explain formulas on a property
  • Check how a formula changes across segments or Formula periods
  • Test a calculation without changing the model
  • Validate formula syntax and references
  • Create or update formulas
  • Apply a formula to a table, segmentation, segment, Actuals, or Forecast
  • Read calculated values after a change

Decide whether to save

Tell Ari whether you are exploring or changing the model. For analysis that should not be saved:
Calculate contribution margin by Department without changing the model.
For a persistent change:
Set Gross Profit to Revenue minus Cost of Goods Sold in the Base scenario.
If you do not want a write, say so directly. Ari can evaluate temporary formulas through the same calculation engine without creating a property, formula, or table.

Give Ari useful context

Include these details when they matter:
  • The target property
  • The business calculation
  • The table or page
  • The segmentation or segment
  • Actuals, Forecast, or all periods
  • The scenario to use
You do not need to provide property IDs or formula conditions. Ari resolves those from the model.

Review the result

When Ari reads or writes formulas, CFO.ai shows formula cards with the property, scope, and expression. Review those cards before moving on to a related change.