Use cases

Start with the decision you need to make. Ari, your AI finance coworker, can use the relevant data, build the supporting Model, and explain the assumptions behind the answer. You can open the same Model, change those assumptions, and test another outcome.

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Start with a hiring decision

Suppose you need to decide whether your company can hire three engineers in September. Ask Ari:

Can we hire three engineers in September? Build a hiring Scenario and show the effect on payroll, cash, and cash runway.

Ari can use your existing plan, employee roster, salary assumptions, and cash forecast to build or update the Scenario. Open that Scenario to inspect the assumptions, change a start date or salary, and compare the result with Main. The answer helps you make the decision. The Model stays available when the question changes.

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Forecast revenue and expenses

Project future results from the business activity that produces them. For revenue, that might mean customers, pricing, new business, expansion, churn, and billing timing. For expenses, it might mean headcount, vendors, or transaction volume. Ask Ari:

Build a 12-month revenue forecast by customer segment. Use our historical growth where data is available, and label any assumptions you need to make.

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Plan headcount and hiring

Connect an HR system or provide a roster, then model employees, departments, compensation, start dates, and planned hires across time. Ask Ari:

Build a headcount plan by department, include loaded payroll cost, and show how three additional sales hires would affect the next two quarters.

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Budget vs. actuals

Compare closed Actuals against a budget or Forecast. See the dollar and percentage variance, then investigate the accounts, teams, or transactions behind the largest changes. Ask Ari:

Compare last month’s operating expenses with our budget by department. Explain the five largest differences and tell me which ones appear likely to repeat.

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Model cash and cash runway

Connect your income statement, balance sheet, and cash-flow assumptions. Use collections timing, payment timing, hiring, and financing assumptions to understand when cash changes. Ask Ari:

Forecast monthly cash for the next 18 months and show when cash falls below six months of operating expenses.

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Compare decisions with Scenarios

Create an editable Scenario when you want to test a different plan while leaving Main unchanged. Compare the resulting revenue, expense, headcount, or cash outlook with the baseline. Ask Ari:

Create a Hiring Freeze Scenario, pause new hires through December, and compare payroll and ending cash with Main.

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Investigate unexpected changes

Start with an unusual result, then ask Ari to check the current period, earlier periods, relevant segments, and connected source data. Ask Ari:

Why did software spend increase last month? Break the change down by vendor and tell me whether any new contract explains it.

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Connected financial reporting

Turn current Model data into Pages with Table Blocks, charts, and written explanations. Use one reporting view for your team, your board, or a recurring review. Ask Ari:

Prepare a board-reporting Page with revenue, gross margin, cash, headcount, and the largest changes since last quarter.

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Keep recurring work consistent

Save your team’s preferred process as a Skill, or schedule a Trigger for work that should happen regularly. Ask Ari:

Every Monday morning, summarize the prior week’s cash activity and flag expenses that differ from our recent pattern.

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Not sure where to start?