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These concepts describe how cfo.ai organizes your source data, financial logic, and reporting views.

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Terms

Model

The main container for a financial plan. A Model holds its Pages, Variables, Dimensions, Scenarios, and connected data.

Page

A workspace within a Model that groups related Tables, Charts, and Text Blocks.
The cfo.ai sidebar and workspace showing several Pages in a financial Model

Table Block

A spreadsheet-like Block for viewing, calculating, and organizing financial data.
A cfo.ai Table Block showing monthly revenue, expenses, and margin Variables

Variable

A modeled value that can be calculated or aggregated, such as revenue, headcount, cash, or gross margin.
A profit and loss Table Block showing revenue, cost, profit, and margin Variables

Dimension

A field you use to group, filter, or segment a Variable, such as department, region, customer, or product.

Scenario

A version of Model data used to explore alternatives and compare possible outcomes.
The Scenario picker comparing a main plan, best case, and budget

Integration

A connection that brings data from another system into cfo.ai.
The cfo.ai integration catalog showing accounting, spreadsheet, and file connections

Database

A structured collection of source records made up of rows and columns.
Rows of source data used in a cfo.ai Database