> ## 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.

# Reference

> Exact facts about cfo.ai to look up while you work: product terms, the interface, Settings, keyboard shortcuts, chat and table controls, limits, formula syntax and functions, integrations, connection statuses, plans, privacy, and example prompts.

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](/guides.md); for why things work the way they do, see [Concepts](/concepts.md).

## Terms

The [Glossary](/reference/glossary.md) 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.

## Using cfo.ai

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

* [The cfo.ai interface](/reference/interface.md): 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](/reference/settings.md): every Settings section and field, and what Settings has no setting for.
* [Keyboard shortcuts](/reference/keyboard-shortcuts.md): shortcuts for search, chat, Pages, table cells, formulas, and undo.
* [Chat controls and messages](/reference/chat.md): the message box, what the chat shows while Ari works, Ari's cards, and every stop and error message.
* [Table block controls and messages](/reference/table-blocks.md): table menus, formats, colors and marks, and the notices when a change is not saved.
* [Scenario and version history controls](/reference/scenarios-and-history.md): the Scenario picker, the Snapshot and merge dialogs, and the version history panel.
* [Limits and file types](/reference/limits.md): every size, count, and time limit.

## Formulas

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

* [Formula syntax](/reference/formula-syntax.md): names, filters, operators, dates, and how cfo.ai formulas differ from Excel.
* [Formula functions](/reference/functions.md): every function, with its arguments and an example.
* [Formula errors and warnings](/reference/formula-errors.md): error codes, formula editor messages, and table calculation notices.

## Data

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

* [Integrations directory](/reference/integrations.md): every system you can connect, and what each one syncs.
* [Connection statuses and actions](/reference/connection-statuses.md): every status a connection can show, the action that fixes it, and its messages.
* [How imported data loads](/reference/imported-data.md): file parsing, column types, starting formulas, and refresh times.

## Account

Plans, billing, privacy, and your data.

* [Plans and billing](/reference/plans-and-billing.md): plans, the free trial, AI usage, billing settings, and every billing message.
* [Privacy, security, and legal documents](/reference/privacy-and-legal.md): the Privacy Policy and Terms, how cfo.ai uses your data, and security answers.

## Examples

Ready-made text to copy and adapt.

* [Prompt library](/reference/prompt-library.md): prompts that get good results from Ari, by goal.
* [Sample Skills](/reference/sample-skills.md): ready-to-save Skills with full instructions.


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