> ## Documentation Index > Fetch the complete documentation index at: https://docs.cfo.ai/llms.txt > Use this file to discover all available pages before exploring further. # How-to guides > Step-by-step guides for the jobs people do in cfo.ai: connect data, work with Ari, build and edit the Model, plan with Scenarios, report and share, automate, and manage your account. Each guide walks you through one task, such as connecting QuickBooks, fixing a connection, or sharing a Page. The guides assume you know your way around. If you are new, start with [Build your first Model](/tutorials/first-model.md). Most tasks can be done by asking Ari or by hand, and the guides show both. ## Bring in your data Most people start here. Connect the systems that hold your Actuals, or bring in a file or an existing model. * [Connect QuickBooks, Xero, NetSuite, or Rillet](/guides/connect-accounting.md) * [Connect payroll, HR, CRM, payments, or a database](/guides/connect-other-sources.md) * [Connect a Google Sheet or Drive file](/guides/connect-a-google-sheet.md) * [Upload a CSV as a data source](/guides/upload-a-csv.md) * [Import an existing spreadsheet model](/guides/import-a-spreadsheet-model.md) * [Replace estimates with your real numbers](/guides/switch-to-real-numbers.md) ## Keep your data current Integrations and Google files refresh once a day, and MCP servers and APIs answer live when Ari calls them. These guides cover refreshing sooner, fixing a connection that stopped, choosing which tables a source syncs, and checking that the numbers match your books. * [Refresh data or change when it refreshes](/guides/refresh-data.md) * [Fix a connection that needs attention](/guides/fix-a-connection.md) * [Choose which tables a source syncs](/guides/choose-synced-tables.md) * [Check that your numbers match your books](/guides/check-imported-data.md) ## Ask Ari Ask about your numbers, find what Ari built, and give it the files it needs. * [Ask Ari about a number](/guides/ask-about-a-number.md) * [Find a Page, number, or file](/guides/find-things.md) * [Get better answers from Ari](/guides/get-better-answers.md) * [Attach files to a chat](/guides/attach-files.md) ## Guide Ari's work Ask for exactly the change you want, and redirect Ari while it works. Recover when it is slow or wrong, approve what it proposes, teach it how your company does things, and talk to it from Slack. * [Make a precise change with Ari](/guides/change-your-model-with-ari.md) * [Steer, stop, or add to Ari's work](/guides/steer-ari.md) * [When Ari is slow, stuck, or wrong](/guides/ari-is-slow-stuck-or-wrong.md) * [Answer Ari's questions and approve its actions](/guides/approve-ari-actions.md) * [Teach Ari your company's conventions](/guides/teach-ari.md) * [Talk to Ari from Slack](/guides/use-ari-in-slack.md) ## Build plans with Ari Have Ari build the plans you run the business on, from your books and your assumptions. * [Build a revenue and expense forecast](/guides/build-a-forecast.md) * [Forecast cash and cash runway](/guides/forecast-cash.md) * [Build a headcount plan](/guides/build-a-headcount-plan.md) * [Get your P\&L, balance sheet, and cash flow statement](/guides/build-financial-statements.md) * [Build a budget and compare it with actuals](/guides/budget-vs-actuals.md) * [Update your plan after you close the month](/guides/close-the-month.md) * [Model several entities and consolidate them](/guides/consolidate-entities.md) ## Change the Model with Ari Have Ari write and explain formulas, check what it changed, and take changes back. * [Have Ari write, change, or explain formulas](/guides/change-formulas-with-ari.md) * [Review Ari's formula changes](/guides/review-ari-formula-changes.md) * [Undo a change or restore an earlier version](/guides/undo-changes.md) ## Edit Pages and tables yourself Everything Ari builds, you can build and change by hand. * [Create and organize Pages and blocks](/guides/create-pages-and-blocks.md) * [Build a Table block by hand](/guides/build-a-table.md) * [Enter, paste, and clear values](/guides/enter-values.md) * [Format and arrange a table](/guides/format-a-table.md) * [Filter and sort a table](/guides/filter-and-sort-a-table.md) * [Break a number down](/guides/break-down-a-number.md) * [Map one Dimension's items to another](/guides/map-dimensions.md) ## Write formulas yourself Write a Variable's formula by hand, use one formula for Actuals and another for Forecast, and fix a formula that shows an error. * [Write a formula](/guides/write-a-formula.md) * [Use different formulas for Actuals and Forecast](/guides/actuals-and-forecast-formulas.md) * [Fix a formula that shows an error or a wrong number](/guides/fix-formula-errors.md) ## Plan with Scenarios Try a decision without changing your plan, compare the outcomes, and keep the version you approved. * [Test a decision in a Scenario](/guides/test-a-decision-in-a-scenario.md) * [Compare Scenarios side by side](/guides/compare-scenarios.md) * [Merge a Scenario into Main](/guides/merge-a-scenario.md) * [Save a plan as a Snapshot](/guides/save-a-snapshot.md) ## Report and share Turn the Model into reports people read, and get them to the people who need them. * [Build a dashboard or board report](/guides/build-a-dashboard.md) * [Change a chart or Canvas block](/guides/change-a-visual.md) * [Share a Page outside your workspace](/guides/share-a-page.md) * [Export a Page to Excel](/guides/download-a-spreadsheet.md) * [Get a PDF report or slide deck](/guides/get-a-pdf-or-slides.md) * [Walk someone through a Page with a Guide](/guides/create-a-guide.md) * [Brand your workspace](/guides/brand-your-workspace.md) ## Automate recurring work Have Ari run work on a schedule, save a workflow it can repeat, and turn on the Skills that come with cfo.ai. * [Schedule a recurring report with a Trigger](/guides/schedule-a-trigger.md) * [Save a workflow as a Skill](/guides/save-a-skill.md) * [Turn on a built-in Skill](/guides/turn-on-built-in-skills.md) ## Manage your workspace and account Add teammates, work across workspaces, and set Last close. Choose or cancel a plan, manage AI usage, and change your personal settings. * [Invite or remove teammates](/guides/invite-teammates.md) * [Create a second workspace or switch workspaces](/guides/manage-workspaces.md) * [Set Last close and date defaults](/guides/set-dates-and-last-close.md) * [Start a trial or choose a plan](/guides/choose-a-plan.md) * [Buy AI usage, set a spend limit, or turn on auto-reload](/guides/manage-ai-usage.md) * [Cancel your subscription or delete your data](/guides/cancel-or-delete.md) * [Change your theme, sounds, and notifications](/guides/personalize-cfoai.md) ## Connect AI tools Use cfo.ai from an AI tool such as Claude or ChatGPT, or let Ari use another service through MCP or an API. * [Connect Claude, ChatGPT, Codex, or another AI tool to cfo.ai](/guides/connect-an-ai-client.md) * [Give Ari access to another service with MCP or an API](/guides/give-ari-another-service.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.