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cfo.ai gives you Ari, an AI finance coworker. Ask it whether you can afford to hire, why spending went up, or how long your cash lasts. Ari answers by building and updating a financial Model of your business, and you can open that Model, check every number, and change the assumptions yourself.
Can we hire three engineers in September? Show the effect on payroll, cash, and cash runway.

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New to cfo.ai

Short lessons that take you from sign-up to a Model you have checked and changed.

Build your first Model

Describe your business to Ari, then check a number and change an assumption. 15 minutes.

Your first week

Five short lessons: a forecast, a shareable Page, a Scenario, a review, and a weekly update.

Build a table yourself

For spreadsheet users: build a small table by hand and write a formula.

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Common tasks

Step-by-step guides for the jobs people do most.

Connect your accounting system

Bring in Actuals from QuickBooks, Xero, NetSuite, or Rillet.

Import an existing spreadsheet model

Have Ari rebuild your workbook as a live Model, then check that it ties.

Build a forecast

Forecast revenue, costs, and cash from what drives your business.

Test a decision in a Scenario

See what a hire, a price change, or a cut does before you commit.

Share a Page

Send investors or your board a read-only link to a report.

Export a Page to Excel

Download a Page as an Excel workbook that keeps its formulas.
See all How-to guides.

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Understand how cfo.ai works

Explanations of how the pieces fit together, so you can predict what cfo.ai will do.

How cfo.ai works

How your Model fits together: Variables, Dimensions, formulas, Pages, and Ari.

How Ari works with you

What Ari can and cannot do, when it changes your Model, and what it needs from you.

Scenarios, Snapshots, and version history

Which one to use to try a plan, keep a plan, or undo a change.

Plans, AI usage, and connection slots

When you are charged, what uses AI usage, and which connections take a slot.
See all Concepts.

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Look something up

Exact labels, limits, functions, and prices.

Integrations directory

Formula functions

Plans and billing

Keyboard shortcuts

Limits and file types

Glossary

See all Reference.

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Connect an AI agent

AI clients such as Claude Code and Codex can work on your Model through the cfo.ai MCP server. To connect one, see Connect Claude, ChatGPT, Codex, or another AI tool to cfo.ai. If you are building an agent, start with cfo.ai for AI agents.

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Get help

  • Ask Ari in the app. It knows how cfo.ai works and what is in your Model: “How do I connect payroll?” or “Walk me through this Page.”
  • Press ⌘ ? (Ctrl ? on Windows and Linux) in the app to open the Help center.
  • Email the team at success@cfo.ai.