Settings

Settings holds the workspace’s options and your own preferences. To open it, select your name or picture at the bottom of the sidebar, then Settings. Settings opens on General, with the sections listed down the left side in this order.

Section	Who sees it	What it holds
General	Everyone	The workspace name and brand, date defaults and Last close, and your appearance
Workspace	Administrators	Inviting, removing, and listing administrators
Profile	Everyone	Your name and sign-in email
Ari	Everyone	Ari’s thinking animation, sound, notifications, and Slack
Connections	Everyone, once the workspace has started its trial or a plan	The cfo.ai MCP server address, and the MCP servers and APIs Ari can call
Skills	Everyone	Your own Skills, wherever they apply, and the workspace’s optional built-in Skills
Billing	Workspaces billed in the app	Plan, payment methods, billing history, and cancellation
Usage	Workspaces billed in the app	AI usage, extra usage, spend limit, auto-reload, and integration slots

Every member of a workspace is an administrator, so everyone sees Workspace. A workspace billed outside the app has no Billing or Usage section.

General

Workspace name

The Workspace section of General holds the workspace’s name.

Control	What it does
Name	The workspace’s name. Save saves a new name. Renaming also changes the workspace’s web address: bookmarks to the old address stop working, and share links keep working.

Message	Meaning
Workspace renamed / Your workspace is now “[name]”.	The new name is saved.
Couldn’t rename workspace	The rename failed; the reason follows.
Only admins can change the name.	You cannot change the name.
I’m finding a better name for your workspace — you can pick one yourself anytime.	cfo.ai is naming a new workspace from your company’s details.

Brand

A brand gives the workspace a name, logo, colors, heading typeface or font, sidebar colors, and corner shape that everyone who opens it sees, including people reading a shared Page. With no brand, the section reads A brand gives this workspace your name, logo, colors, and heading typeface. Everyone who opens the workspace, or a page shared from it, sees the brand. See Brand your workspace.

Control	What it does
Website address and Build from a website	Shown with no brand. The box reads `yourfirm.com`, and the button is unavailable until you type an address. Opens a chat in which Ari builds a brand from the website you typed.
Set up by hand	Shown with no brand. Opens the brand form.
Brand form	Name (up to 40 characters); Logo and Logo for dark mode, each with Upload (Replace once set) and the note PNG, JPEG, or WebP. Up to 1 MB and 2,000 pixels on each side. The dark mode logo is optional.; Light mode colors and Dark mode colors, each with Page surface, Panel surface, Text, Accent, Sidebar, and Sidebar text; Heading typeface (cfo.ai default, Source Serif, Newsreader, Fraunces, Zilla Slab, or DM Sans), hidden while a Brand font is set; Brand font; Corner shape (Square, Soft, or Round); Show the brand on link previews; and Save and Cancel (Done when nothing changed). A preview beside the form shows the name with Powered by cfo.ai.
Light mode colors	The note reads Enter each color as hex or OKLCH. Colors are saved as entered, written in OKLCH. The sidebar colors are optional. Sidebar and Sidebar text are filled in together or left empty together.
Brand font	Shown with controls only after the brand is saved; before that the row reads Save the brand to use any Google font, or your own font file. With no font, the note reads Any typeface for headings, in place of the typeface above., with a Google Fonts family box (Google Fonts family, such as Playfair Display) and Import, which accepts only a family with Latin letters, a checkbox Our licence lets cfo.ai host this font and show it to everyone who opens our pages, including people who follow a share link., and Upload a WOFF2 file, which is unavailable until the checkbox is ticked. With a font, the note reads Headings use this font., and the row shows the font’s name, From Google Fonts or Uploaded, and Remove. Each change applies at once, without Save.
Show the brand on link previews	Shown after the brand is saved. Off unless turned on. Anyone who sees a link to this workspace’s pages sees the brand, even before opening it: on chat and social cards, on the link’s own page, and on its password prompt. Applies at once, without Save.
Edit	Shown with a brand. Opens the brand form.
Copy to other workspaces	Shown with a brand. Copies it to workspaces you choose.
Remove brand	Shown with a brand. After you confirm, everyone sees their own theme again.

Someone who cannot change the brand sees This workspace uses the [name] brand. Workspace admins set the brand.

Message	Meaning
In [light or dark] mode, [pair] reaches [ratio]:1 contrast and needs [ratio]:1.	Save was refused because two colors are hard to read together; nothing was saved. One line names each pair that falls short, such as In light mode, the accent on the page color reaches 1.47:1 contrast and needs 3:1. Text needs 4.5:1 on the page and panel colors, the accent and each chart color need 3:1 on them, and sidebar text needs 4.5:1 on the sidebar color.
Buttons keep your text color: neither your text color nor your panel color reads on your accent at 4.5:1.	Under the colors. The brand is saved, and primary buttons do not take the accent.
Links in Ari’s messages stay blue: your accent does not read as text on your page and panel colors at 4.5:1.	Under the colors. The brand is saved, and links in Ari’s messages do not take the accent.
The font file is larger than 2 MB. / The font must be a WOFF2 file.	The font upload was refused.
The font name must be 1 to 64 letters, digits, spaces, hyphens, or underscores.	The font’s name, taken from the file’s name, breaks the naming rule.
Confirm that your licence lets cfo.ai host this font and show it to everyone who opens your pages.	The upload was sent without the license checkbox ticked.
Google Fonts has no family named “[name]”. Type the name as fonts.google.com shows it.	Import found no family with that name.
That family has no Latin letters, so it can’t set headings here.	The family exists but has no Latin file to import.
Couldn’t reach Google Fonts. Try again.	The import failed to reach Google Fonts.
Couldn’t change link previews	The switch did not save; the reason follows.

Date and time

The section is headed Date & Time. Its settings belong to the Scenario you are viewing in the sidebar’s Scenario picker. A Scenario follows Main’s settings until someone changes them in that Scenario. See Set Last close and date defaults.

Control	What it does
Default date granularity	The period new tables show: Raw, Day, Week, Month, Quarter, Half, or Year. Month unless changed. Last close snaps to the end of a period at this granularity.
Default date range	The first and last dates new tables show. A new workspace starts from January 1 of the year six months ago through December 31 of the year six months ahead. Existing tables keep their own range.
Last close	The end of the last period you closed, your month-end. Periods up to it are Actuals, and later periods are Forecast. Pick a period; cfo.ai saves its last day. A new workspace starts at the last day of the previous calendar month, and Last close never moves on its own. See Actuals, Forecast, and Last close.

There is no fiscal-year setting: quarters, half-years, and years follow the calendar year, January to December. See Fiscal years.

Message	Meaning
Loading… / Couldn’t load	Shown in Last close while it loads, or when it cannot be read.
Failed to save date settings	The change was not saved; the settings return to what is saved.
Failed to load date settings	The settings could not be read. Reopen Settings.

Appearance

Control	What it does
Color mode	Light or dark mode: Auto, Light, or Dark. Auto follows your device’s setting. Saved in this browser. The account menu’s Appearance item sets the same thing.
Theme	Warm paper, cfo.ai’s own theme, Prism, Pid Girl, Hot Dog Stand, 50s CFO, Columnar Pad, Spreadsheet, or Custom. Saved to your account and seen only by you.
Create a custom theme box and Personalize	Shown when Theme is Custom. Personalize opens a chat where Ari builds a theme from what you typed. See Change your theme, sounds, and notifications.

In a workspace with a brand, Theme is replaced by This workspace uses the [name] brand. Your own theme applies in workspaces without a brand. If a theme change cannot be saved, a notice reads Failed to save theme.

Workspace

Invite admin

Invite admin adds a teammate to the workspace. The section reads Admins can see and edit all pages in the workspace, invite others, and manage billing and other settings. See Invite or remove teammates.

Control	What it does
Email address	The address to invite.
Add admin	Unavailable until an address is typed. Creates the invitation and emails it; the form then reads Admin invitation created for [address]. Adding an address that already has a pending invitation sends the email again. An address that already has access to this workspace’s shared Pages through a share link, and so belongs to the workspace without the administrator role, is made an administrator at once, with no email, and the form reads [address] is now an admin. See Keeping access to a shared Page. The same line appears for an address that is already an administrator, and nothing changes.

cfo.ai has no other role to invite someone to: every invitation is for an administrator. For read-only access, use a share link; see Share a Page outside your workspace.

Admins

Control	What it does
Ask Ari	Starts a chat in which Ari lists the people in the workspace and the pending invitations, then asks what you want to change. Ari changes nothing until you answer.
A row	A person’s name and email, marked (you) for you, with Admin for someone who joined or Invited for a pending invitation.
Remove member	On an Admin row’s menu. Opens Remove member?: They will lose access to this workspace. Any pending invitations for this email will also be cancelled. Their other workspaces are unaffected. Your own row has no menu.
Cancel invitation	On an Invited row’s menu. Opens Cancel invitation?: They will no longer be able to join through this invitation. If they have already joined, their membership stays unchanged.

Message	Meaning
[email] was removed from this workspace.	The person was removed, and the list reloaded.
[email] invitation was cancelled.	The invitation was cancelled, and the list reloaded.
Couldn’t load the admins of this workspace. Please try again.	The list could not load.

Profile

Control	What it does
Profile	Your picture, from the account you sign in with.
Name	Your name. Edit opens the field, and Save saves it.
Email	The email you sign in with. Edit opens Change email, with New email and Send verification code, then a Verification code field under Verify your new email for the code sent to the new address. cfo.ai may also ask for a Sign-in code under Verify it’s you. Your email changes only after the new address is verified.

Message	Meaning
Name updated / Could not update name	The name change was saved, or it failed.
Email updated	The new email is verified and saved.

Ari

The sections appear in this order.

Thinking animation

Control	What it does
Show Ari’s edits as they happen	On by default. Ari points at each change on the page and explains it in a short note. When off, only the finished edits are marked. Saved in this browser. See Review Ari’s formula changes.

Sound

Control	What it does
Play sound when Ari is done	Plays a short sound when Ari finishes a reply.
Volume	Quiet, Normal, or Louder.
Alert sound	Default or Beep Me.

Each change plays the sound. These settings are saved in this browser.

Notifications

Shown in browsers that support notifications.

Control	What it does
Notify me when Ari finishes in this browser	Shows a browser notification when Ari replies, or needs your answer, in a chat you are not looking at. Applies to this browser only. Ari stays quiet while you’re looking at the chat.

When the browser blocks notifications, the switch is unavailable and reads Notifications are blocked for cfo.ai. Allow them in your browser’s site settings to turn this on. For the notifications themselves, see Chat controls and messages.

Slack

Status	What the section shows
Not connected	Add Ari to Slack with Add to Slack and Enable messages to and from Ari via DM. While Slack’s sign-in window is open, the button reads Cancel.
Connected	Connected to [Slack workspace] and Ari can now DM you in this Slack workspace., with Disconnect.
Disconnecting	Disconnect “[Slack workspace]”? with cfo.ai Agent will no longer be able to post to this workspace until you reconnect.

Anyone whose Slack profile email matches a member of the workspace can message Ari in Slack, and Ari works as that person, in direct messages only. See Talk to Ari from Slack.

Connections

Control	What it does
Connect via MCP	The cfo.ai MCP server address, `https://api.cfo.ai/mcp`, with Copy cfo.ai MCP URL. AI tools such as Claude or Codex connect to it and sign in through the browser; cfo.ai issues no API key. See Connect Claude, ChatGPT, Codex, or another AI tool to cfo.ai.
Add connections	Tabs MCP and APIs for other services whose tools Ari can call. Each tab offers Add manually and Add with Ari. See Give Ari access to another service with MCP or an API.

Each connected service has a row with Manage, which opens its connection page, and a … menu with Edit configuration and Disconnect; see Connection statuses and the connection page.

Control	What it does
Edit configuration	Opens Edit [name]. You can change the Display name, an API’s Provider name, the Base URL of an API or the MCP URL of a server, and the Authentication: Bearer token, API key header with its Header name, Basic: key as username, or No authentication. A Replacement API key field reads Leave blank to keep the saved credential. A connection that signs in through the provider shows Provider sign-in and takes a new name only. A name longer than 160 characters is refused with Use a name of at most 160 characters. The connection keeps its ID, its saved API specification, its discovered tools, and its tool permissions.
Sign-in state, on an MCP server’s row	Sign-in saved, Sign-in saved · expiry unknown, Access expired · renewal on next use, Reconnect required, Sign-in incomplete, or Provider access not checked. Each is defined in Connection statuses.
Reconnect	On a server that reads Reconnect required. Opens the provider’s sign-in again. The connection and its sync setups are kept; the new sign-in replaces the saved one only when it completes. Reconnecting runs no data sync.
Data freshness, in a connection’s details	The last successful sync of each of its sync setups, or Sync history is unavailable for this workspace.

While Ari cannot be used, for example when the workspace is out of AI usage, Add with Ari is unavailable, and a line reads Add with Ari is unavailable. followed by the reason. Data sources such as QuickBooks are connected from Connections in the sidebar; see Connect QuickBooks, Xero, NetSuite, or Rillet.

Skills

The section reads Teach Ari workflows you repeat. Your skills go with you to every workspace you work in. Your Skills belong to you: every workspace where you are a member shows the same list, and nobody else sees it. See Save a workflow as a Skill.

Control	What it does
Write manually	Opens the Skill editor, headed New skill.
Build with Ari	Opens a new chat that starts with Help me build a reusable skill. Unavailable while Ari cannot be used.
Search skills	Filters both lists by name and description.

Your skills

Each of your Skills shows its name, its description, where it applies, Edit, and Delete. The list includes Skills limited to your other workspaces. With none saved, the list reads No skills yet. Build one with Ari by describing a workflow, pasting instructions, or attaching a Markdown file. The heading Your skills shows when the workspace offers built-in Skills below it.

Where it applies	Meaning
All your workspaces	Ari follows the Skill in every workspace where you are a member.
Only in [workspace]	Ari follows the Skill only in that workspace.
Not in use: you’re no longer a member	The Skill is limited to a workspace you left. Ari follows it there again if you rejoin. You can still edit it, change Use in, or delete it.

Editor field	Note in the editor
Name	Lowercase letters, digits, and hyphens. The name can’t be changed later.
Description	Phrase it as an activation trigger (“Use when…”) — Ari uses it to decide when the skill applies.
Instructions	Markdown. The full workflow, steps, and conventions Ari should follow when the skill activates.

Use in offers All your workspaces, the default for a new Skill, and Only in one workspace: the Skill’s own workspace when it already has a limit, otherwise the workspace you are in. The editor saves with Create skill for a new Skill and Save for an existing one. Delete opens Delete [name]? with Ari will stop using this skill in all your workspaces., or, for a Skill limited to one workspace, Ari will stop using this skill in [workspace]., or, when you are no longer a member of that workspace, Ari already stopped using this skill: you’re no longer a member of [workspace].

Message	Meaning
Name must be 1-64 lowercase letters or digits, with single hyphens between them (e.g. “board-report”).	The name breaks the naming rule.
Description is required. / Instructions are required.	A field is empty.
Description must be at most 1024 characters. / Instructions must be at most 49,152 characters.	A field is too long.
A skill with this name already exists	One of your Skills that applies here uses the name, or it is a built-in Skill’s name.
You have another skill with this name in another workspace. Choose another name, or keep this one in one workspace.	A Skill for all your workspaces cannot share a name with one of your Skills limited to a workspace.
You can have at most 100 skills. Delete one first.	You have 100 Skills across all your workspaces.
Only members of a workspace can save skills there	The Skill is limited to a workspace you are not a member of.
Failed to load skills / Failed to delete skill	The list or a deletion failed. Try again.

Built-in skills

The section reads Enable ready-made workflows for everyone in this workspace. Skills stay up to date with improvements from cfo.ai. Each optional built-in Skill has a switch: Model audit, Flash report, and Model migration tie-out. A switch applies to everyone in the workspace. Built-in Skills cannot be edited. See Turn on a built-in Skill.

Billing and Usage

Billing shows Current plan, Payment methods, Billing history, and Cancel subscription. Usage shows Included plan usage, Extra usage, and Integrations. Every field and message is on Plans and billing.

What Settings has no setting for

A fiscal year that starts in a month other than January. See Fiscal years.
A view-only or other lower role, access to single Pages for one person, or user groups. Use a share link for read-only access; see Sharing and access.
An API key or access token for cfo.ai. AI tools connect to the MCP server and sign in through the browser; see Is there a cfo.ai API or API key?
Deleting a workspace or an account. See Cancel your subscription or delete your data.
Pausing a subscription. See Plans and billing.
Moving Last close automatically. Ask Ari, or schedule a Trigger that does it; see Schedule a recurring report with a Trigger.
Folders or groups for workspaces. See Create a second workspace or switch workspaces.

Overview

Using cfo.ai

Formulas

Data

Account

Examples

General

Workspace name

Brand

Date and time

Appearance

Workspace

Invite admin

Admins

Profile

Ari

Thinking animation

Sound

Notifications

Slack

Connections

Skills

Your skills

Built-in skills

Billing and Usage

What Settings has no setting for

​General

​Workspace name

​Brand

​Date and time

​Appearance

​Workspace

​Invite admin

​Admins

​Profile

​Ari

​Thinking animation

​Sound

​Notifications

​Slack

​Connections

​Skills

​Your skills

​Built-in skills

​Billing and Usage

​What Settings has no setting for

​Related

General

Workspace name

Brand

Date and time

Appearance

Workspace

Invite admin

Admins

Profile

Ari

Thinking animation

Sound

Notifications

Slack

Connections

Skills

Your skills

Built-in skills

Billing and Usage

What Settings has no setting for

Related