# cfo.ai Docs

- [Welcome to cfo.ai](https://docs.cfo.ai/index.md): Ask Ari a business question, see the financial model behind the answer, and change the assumptions yourself.
- [Get started with cfo.ai](https://docs.cfo.ai/getting-started/quickstart.md): Ask Ari a business question, build the model behind the answer, and inspect or change its assumptions.
- [Understand your workspace](https://docs.cfo.ai/getting-started/understand-your-workspace.md): Learn how your cfo.ai workspace brings together a financial Model, Pages, Scenarios, connected data, and Ari.
- [Build a financial model of your business](https://docs.cfo.ai/getting-started/build-your-financial-model.md): Build a dynamic financial model that reflects how your business earns revenue, spends money, hires, and changes over time.
- [Import an existing spreadsheet model](https://docs.cfo.ai/getting-started/import-a-spreadsheet-model.md): Give Ari an Excel workbook, spreadsheet export, CSV, or financial report and rebuild its business logic as a native cfo.ai Model.
- [Glossary and key concepts](https://docs.cfo.ai/glossary.md): Understand the workspace, financial model, Variables, Dimensions, formulas, Scenarios, and other concepts you use in cfo.ai.
- [Use cases](https://docs.cfo.ai/use-cases.md): Ask Ari practical questions about hiring, cash, growth, and costs, then inspect the financial model behind each answer.
- [Meet Ari](https://docs.cfo.ai/ari/meet-ari.md): Meet your AI finance coworker and see how Ari answers business questions, builds the Model behind them, and keeps the work inspectable.
- [Ask Ari better questions](https://docs.cfo.ai/ari/ask-better-questions.md): Give Ari the business question, relevant time period, Scenario, and desired output so your financial analysis is easier to verify.
- [Understand when Ari changes your Model](https://docs.cfo.ai/ari/read-and-change-your-model.md): Learn the difference between Ari reading existing information, validating a proposed change, and saving a change to your financial Model.
- [Attach files to a chat message](https://docs.cfo.ai/workspace-settings/file-attachments-in-chat.md): Attach up to five files to an Ari message, understand the image and document size limits, and choose how CSV files are used.
- [Ari prompts](https://docs.cfo.ai/ari/prompts.md): Match a plain-language prompt to the visual Ari should build — line, bar, stacked, waterfall, funnel, gauge, or scorecard — plus prompts for tables, forecasts, Scenarios, and scheduled work.
- [Understand the formula model](https://docs.cfo.ai/formulas/get-started/understand-the-formula-model.md): Learn how Variables, Dimensions, formula expressions, scope, time, and Scenarios work together in a cfo.ai Model.
- [Write your first formula](https://docs.cfo.ai/formulas/get-started/write-your-first-formula.md): Create a Gross Profit formula, choose its scope and Scenario, save it, and verify the resulting Model values.
- [Segments, Dimensions, and cell addresses](https://docs.cfo.ai/formulas/core-concepts/segments-and-segmentations.md): Understand how Dimension items identify segments, how a Table Block exposes them, and how a cell address identifies one Model value.
- [Choose where a formula applies](https://docs.cfo.ai/formulas/core-concepts/choose-where-a-formula-applies.md): Choose a default, Dimension-specific, segment-specific, or time-range formula without creating unnecessary overrides.
- [What is a Variable?](https://docs.cfo.ai/formulas/core-concepts/variables-and-dimensions/what-is-a-variable.md): Learn how a Variable gives financial and operating values a consistent meaning across formulas, tables, charts, and Scenarios.
- [Translate a financial model into Variables and Dimensions](https://docs.cfo.ai/formulas/core-concepts/variables-and-dimensions/financial-model-to-variables-and-dimensions.md): Map familiar financial line items, assumptions, departments, reporting periods, and planning cases into cfo.ai concepts.
- [Translate dimensional modeling into cfo.ai concepts](https://docs.cfo.ai/formulas/core-concepts/variables-and-dimensions/dimensional-modeling-to-variables-and-dimensions.md): Connect familiar business-intelligence ideas such as facts, dimensions, grain, and cube cells to a cfo.ai Model.
- [Choose between a Variable and a Dimension](https://docs.cfo.ai/formulas/core-concepts/variables-and-dimensions/choose-variable-or-dimension.md): Decide whether a business concept should be modeled as a value or as a category that organizes and segments values.
- [Worked example: Revenue by Department](https://docs.cfo.ai/formulas/core-concepts/variables-and-dimensions/worked-example-revenue-by-department.md): See how Revenue, Department, Date, a Scenario, and a saved formula combine to produce one meaningful Model value.
- [How cfo.ai chooses a formula](https://docs.cfo.ai/formulas/core-concepts/how-cfoai-chooses-a-formula.md): See how cfo.ai selects a matching formula based on its Scenario, Dimensions, segment, Date, and formula range.
- [Actuals, Forecast, and formula ranges](https://docs.cfo.ai/formulas/core-concepts/actuals-forecast-and-formula-ranges.md): Use Last close and formula ranges to apply different calculations to closed Actuals and future Forecast periods.
- [How aggregation works](https://docs.cfo.ai/formulas/core-concepts/how-aggregation-works.md): Choose how cfo.ai combines source records and Dimension items using sums, averages, counts, medians, and other supported functions.
- [Map one Dimension's items to another](https://docs.cfo.ai/formulas/core-concepts/dimension-mappings.md): Group general-ledger accounts, cost centers, or other source Dimension items into one shared reporting Dimension.
- [Reference Variables and Dimensions](https://docs.cfo.ai/formulas/formula-guides/reference-variables-and-dimensions.md): Reference current segments, named Dimension items, absolute values, duplicate names, and Date grains in a cfo.ai formula.
- [Filter by Dimension items](https://docs.cfo.ai/formulas/formula-guides/filter-by-dimension-items.md): Use equality, sets, any, exclusions, and where clauses to select the Dimension items a formula should include.
- [Work with dates](https://docs.cfo.ai/formulas/formula-guides/work-with-dates.md): Use Date grains, relative period offsets, date functions, ranges, and formula ranges in a cfo.ai calculation.
- [Use conditional logic](https://docs.cfo.ai/formulas/formula-guides/use-conditional-logic.md): Use if, iferror, comparisons, and logical operators to express clear business rules and handle calculation errors.
- [Common formula patterns](https://docs.cfo.ai/formulas/formula-guides/common-formula-patterns.md): Reuse supported examples for margins, variances, previous periods, segment totals, rolling windows, forecasts, and date boundaries.
- [Use Ari for formula work](https://docs.cfo.ai/formulas/work-with-ari/use-ari-for-formula-work.md): Ask Ari to explain saved formulas, validate a proposed rule, update a visible Model calculation, and verify the result.
- [Ask Ari to explain existing formulas](https://docs.cfo.ai/formulas/work-with-ari/ask-ari-to-explain-existing-formulas.md): Ask Ari to inspect a Variable's saved formulas, explain where each rule applies, and trace the values in a Table Block.
- [Explore existing calculations without saving](https://docs.cfo.ai/formulas/work-with-ari/explore-calculations-without-saving.md): Ask Ari to inspect saved Model values, explain results, or validate a proposed formula without changing your workspace.
- [Ask Ari to create or update formulas](https://docs.cfo.ai/formulas/work-with-ari/ask-ari-to-create-or-update-formulas.md): Ask Ari to save a Variable formula and provide Scenario, range, or table context when it affects where the rule applies.
- [Review and troubleshoot Ari's formula changes](https://docs.cfo.ai/formulas/work-with-ari/review-and-troubleshoot-aris-formula-changes.md): Review the target, expression, scope, formula range, Scenario, and actual calculated values after Ari changes a formula.
- [Formula syntax and operators](https://docs.cfo.ai/formulas/formula-reference/formula-syntax-and-operators.md): Look up supported cfo.ai formula literals, arithmetic, comparisons, references, Dimension filters, Date grains, and scope syntax.
- [Formula errors and troubleshooting](https://docs.cfo.ai/formulas/formula-reference/formula-errors-and-troubleshooting.md): Troubleshoot invalid formulas, missing references, unexpected totals, date mismatches, formula ranges, and calculation errors.
- [Aggregation functions](https://docs.cfo.ai/formulas/formula-reference/function-reference/aggregation-functions.md): Use sum, product, average, count, min, max, median, first, last, stdev, and var to combine selected Model values.
- [Math functions](https://docs.cfo.ai/formulas/formula-reference/function-reference/math-functions.md): Calculate absolute values, square roots, and Excel-compatible rounding with abs, sqrt, ceiling, floor, and round.
- [Conditional functions](https://docs.cfo.ai/formulas/formula-reference/function-reference/conditional-functions.md): Use if to choose between business outcomes and iferror to recover from calculation errors.
- [Date-part functions](https://docs.cfo.ai/formulas/formula-reference/function-reference/date-part-functions.md): Extract a year, month, day, quarter, half-year, weekday, week number, or ISO week number from a date.
- [Date-truncation functions](https://docs.cfo.ai/formulas/formula-reference/function-reference/date-truncation-functions.md): Use startofday, startofweek, startofmonth, startofquarter, startofhalf, and startofyear to align dates to period boundaries.
- [Date and time functions](https://docs.cfo.ai/formulas/formula-reference/function-reference/date-and-time-functions.md): Shift dates, calculate differences, count days in a period, construct dates, and find month-end dates.
- [Formula glossary](https://docs.cfo.ai/formulas/formula-reference/formula-glossary.md): Look up formula terms including aggregation, Date, Dimension items, expressions, scope, segments, cell addresses, and formula ranges.
- [Formula authoring overview for agents](https://docs.cfo.ai/formulas/agent-docs/authoring-overview.md): Understand the current agent tool boundaries for reading saved formulas, inspecting table values, validating writes, and saving changes.
- [Read and explain formulas as an agent](https://docs.cfo.ai/formulas/agent-docs/read-and-explain.md): Inspect saved Variable formulas and visible Table Block values, then explain their expression, scope, range, and Scenario.
- [Analyze saved values without changing the Model](https://docs.cfo.ai/formulas/agent-docs/evaluate-without-saving.md): Answer financial questions from saved tables, use dry-run validation when requested, and recognize when a new result requires a saved row.
- [Create and update formulas as an agent](https://docs.cfo.ai/formulas/agent-docs/create-and-update.md): Save formulas through visible Table Block targets or table-independent Variable writes, then verify the exact resulting Model values.
- [Resolve formula scope as an agent](https://docs.cfo.ai/formulas/agent-docs/resolve-scope.md): Derive formula scope from visible table targets or write current supported default, Dimension, segment, and Date conditions.
- [Work with formula ranges as an agent](https://docs.cfo.ai/formulas/agent-docs/work-with-formula-ranges.md): Use Last close, Date-aware scope, visible table targets, and current headless-write fields to distinguish Actuals from Forecast.
- [Validate and verify formulas as an agent](https://docs.cfo.ai/formulas/agent-docs/validate-and-verify.md): Use supported dry-run writes to validate formulas, inspect write outcomes, and verify the financial result on a saved Table Block.
- [Connect and sync your data](https://docs.cfo.ai/integrations/connect-and-sync-data.md): Connect an accounting, HR, CRM, spreadsheet, database, or file source, then confirm when its data is ready to use in cfo.ai.
- [Browse the integrations directory](https://docs.cfo.ai/integrations/integrations-directory.md): Connect the accounting, HR, spreadsheet, and database sources cfo.ai can pull Actuals from, and browse the connectors available to Ari.
- [Connect the cfo.ai MCP server](https://docs.cfo.ai/integrations/mcp-server.md): Connect Claude Code, Codex, or another MCP client to cfo.ai, authorize access, and choose the correct workspace.
- [Agent instructions](https://docs.cfo.ai/agent-instructions.md): Help a user connect the cfo.ai MCP server, complete browser-based authentication, select the correct workspace, and work safely.
- [Understand Scenarios](https://docs.cfo.ai/scenarios/understand-scenarios.md): Understand Main, editable Scenarios, automatic inheritance, read-only Snapshots, comparisons, and Scenario history.
- [Create and compare Scenarios](https://docs.cfo.ai/scenarios/create-and-compare-scenarios.md): Branch a new Scenario, show it alongside Main on a Table Block, and ask Ari to compare the two.
- [Pages and blocks](https://docs.cfo.ai/dashboards/pages-and-blocks.md): Learn how Pages and blocks organize your Model into dashboards you and your team can read and share.
- [Build and format a Table Block](https://docs.cfo.ai/dashboards/build-and-format-tables.md): Set what a Table Block calculates, then adjust how it's presented, without disturbing the other.
- [Charts and custom visualizations](https://docs.cfo.ai/dashboards/charts-and-custom-visualizations.md): Build charts, scorecards, and other custom visuals backed by live data from your Model.
- [Understand table view grammar](https://docs.cfo.ai/dashboards/table-view-grammar.md): Understand the breakdown grammar that shapes a Table Block's rows and columns, so you can describe the layout you want precisely.
- [Share a Page and choose its Scenario](https://docs.cfo.ai/dashboards/share-pages-and-scenarios.md): Create a read-only Page share link, choose the Scenario it shows, add a password when needed, and manage existing links.
- [Save a workflow as a Skill](https://docs.cfo.ai/automation/skills.md): Teach Ari a repeatable process once, as a Skill, so it activates automatically the next time the situation comes up.
- [Schedule recurring work with Triggers](https://docs.cfo.ai/automation/triggers.md): Have Ari run a saved instruction on a schedule, unattended, without you asking each time.
- [Interactive Guides](https://docs.cfo.ai/automation/guides.md): Build a step-by-step walkthrough that spotlights specific Pages, blocks, or cells for onboarding or analysis.
- [Build a Headcount page](https://docs.cfo.ai/headcount/build-a-headcount-page.md): Turn an HR integration's employee data into a Headcount page with payroll formulas already built.
- [Set your personal theme](https://docs.cfo.ai/workspace-settings/personal-theme.md): Set your personal light and dark mode colors in cfo.ai, without changing what your teammates see.
- [Workspace and team settings](https://docs.cfo.ai/workspace-settings/team-and-workspace.md): Rename your workspace, set model-wide time defaults and Last close, and look up members and groups.
- [Billing and plan](https://docs.cfo.ai/workspace-settings/billing.md): Check your plan, AI usage, and integration entitlements through Ari, and find where to make changes in Settings.