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Connect your other business systems when your plan needs more than your books: payroll and HR for headcount and pay, a CRM for pipeline and bookings, a payments system for revenue detail, or a database for your own records. Each one syncs every night, and cfo.ai only reads from it. To connect QuickBooks, Xero, NetSuite, or Rillet, see Connect your accounting system.

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Before you start

You need:
  • Admin access or credentials for the source, as the table below shows.
  • A started trial or an active plan with a free connection slot. Most of these sources are standard integrations. Databases, data warehouses, and the other sources the integrations directory marks premium need the Enterprise plan. See Plans and billing.
  • Time for the first sync, from minutes to a day or more, depending on the source and how much history it holds. See How long the first sync takes.
The integrations directory lists every source and how it connects.

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Connect

Name the source and what you want to do with it:
Connect Gusto so we can build a headcount plan from our payroll.
Ari opens the connection manager and points you to the source. Select Connect on its card and sign in. If you close the window, select Manage on the card Ari left in the chat, titled Workspace connections, or Connect integrations while you are setting up your workspace.

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How long the first sync takes

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What to do while it syncs

You can keep working while it syncs.
  • When you connect from a chat, Ari posts there when the first sync finishes or fails. In the sidebar, the orange dot disappears when the data is in.
  • Ask Ari whether the load is still running before you treat a long wait as a failure.
  • Do not connect the source again to speed things up. cfo.ai does not offer Reconnect while a sync is running.

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What reaches your Model

If a connection reads No queries yet, its data synced but nothing brings it into your Model yet. Select Set up queries with Ari on its card.

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If you cannot connect

  • If your system is not in the directory, such as Toast or bill.com, export the data and upload it as a CSV. For payroll, a payroll register or an employee list with one row per employee or pay run works well. For payments, use a transactions export with a date and an amount on each row. You can also attach the export to a chat and ask Ari to load it.
  • If you are not an admin in the system, invite the person who is to your workspace and ask them to connect it, or export the data yourself and upload it.
  • If you cannot get a Rippling API key, upload an employee export as a CSV. To let Ari look up people in Rippling without syncing, connect Rippling’s MCP server, which needs a Rippling AI trial or subscription. See Give Ari access to another service.
  • If your data is in a database cfo.ai does not list, copy it into a PostgreSQL-compatible database if you can, and connect that database.
  • If you only need a live lookup, such as today’s balance or an open invoice, connect the service’s MCP server or API instead. See How connected data reaches your Model.
  • If the card shows Upgrade plan or Choose plan, or the setup says start the free trial to add integrations, your workspace needs a trial or a plan with room first. If the card shows a Premium badge, the source needs the Enterprise plan; a trial does not unlock it. Connection statuses and actions lists each message.
An upload does not refresh, so upload a new export when the numbers change.

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If something goes wrong

Point at the connection in the sidebar and use the action its card offers. Fix a connection that needs attention covers each one, including a first sync that is not ready and a source that is missing access.