Reference

Reference pages describe cfo.ai exactly: every control, setting, message, limit, and function, laid out the way the product shows them. Look things up here while you work. For steps, see the How-to guides; for why things work the way they do, see Concepts.

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Terms

The Glossary defines every product term in a sentence or two. It also maps everyday words, such as assumptions, breakdowns, tabs, and month-end, to the cfo.ai term.

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Using cfo.ai

The app’s screens, menus, and messages, one page for each part of the product.

• The cfo.ai interface: sign-in, the sidebar, the account menu, the Triggers page, the Help center, workspace search, the Page header, sharing, Canvas and chart blocks, and phones.
• Settings: every Settings section and field, and what Settings has no setting for.
• Keyboard shortcuts: shortcuts for search, chat, Pages, table cells, formulas, and undo.
• Chat controls and messages: the message box, what the chat shows while Ari works, Ari’s cards, and every stop and error message.
• Table block controls and messages: table menus, formats, colors and marks, and the notices when a change is not saved.
• Scenario and version history controls: the Scenario picker, the Snapshot and merge dialogs, and the version history panel.
• Limits and file types: every size, count, and time limit.

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Formulas

The formula language: how to write names, filters, and dates, what each function does, and what each error means.

• Formula syntax: names, filters, operators, dates, and how cfo.ai formulas differ from Excel.
• Formula functions: every function, with its arguments and an example.
• Formula errors and warnings: error codes, formula editor messages, and table calculation notices.

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Data

What you can connect, what each connection status means, and how cfo.ai loads what it imports.

• Integrations directory: every system you can connect, and what each one syncs.
• Connection statuses and actions: every status a connection can show, the action that fixes it, and its messages.
• How imported data loads: file parsing, column types, starting formulas, and refresh times.

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Account

Plans, billing, privacy, and your data.

• Plans and billing: plans, the free trial, AI usage, billing settings, and every billing message.
• Privacy, security, and legal documents: the Privacy Policy and Terms, how cfo.ai uses your data, and security answers.

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Examples

Ready-made text to copy and adapt.

• Prompt library: prompts that get good results from Ari, by goal.
• Sample Skills: ready-to-save Skills with full instructions.