cfo.ai
cfo.ai provides an AI-native financial planning platform that lets finance teams build and maintain living models connected to their ERP, CRM, banking, and HRIS systems. Its agent, Ari, traces formula chains across complex spreadsheets, runs scenario analyses, and proactively alerts teams when metrics drift from plan. The platform supports continuous planning with rolling forecasts and side-by-side version comparison.
- AI Agents
- Artificial Intelligence
- Financial Technology
- Enterprise Software
- Data & Analytics
- Software Only
Funding
Funding not disclosed
Founders
Founder details are not available yet.
Product
Problem
Finance teams rely on complex, multi-sheet spreadsheets to run their businesses, but these files are not built for AI agents. When an agent is asked a question, it must trace relationships across sheets, rebuild context from scratch for every follow-up, and re-search the file repeatedly—making analysis slow, error-prone, and impractical for real-time financial decision-making.
Solution
Ari provides spreadsheet infrastructure built specifically for AI agents, enabling them to read, trace, and analyze complex workbooks with multiple sheets and formulas. The platform indexes spreadsheet structure and data, allowing agents to answer follow-up questions without re-searching the file. Ari's REAM (spreadsheet infra for agents) lets agents work in n-dimensional space rather than being constrained by two-dimensional human-oriented layouts. Ari also connects to business systems like NetSuite, Salesforce, Snowflake, and banking platforms to build financial models, and proactively messages users when something changes—such as an overnight rebuild completing with updated EBITDA or cash figures.
Target Audience
Primary users are finance teams—CFOs, FP&A analysts, and finance operations professionals—at companies that run their planning, budgeting, and forecasting on complex spreadsheets and need AI agents to work with those files effectively.
Features
- Indexes spreadsheet structure and data, creating a label map and index for every cell so agents can reference context across sessions
- Reconstructs formula chains across sheets, tracing relationships like headcount impacts on ending cash without human intervention
- Integrates with ledger/ERP (NetSuite, QuickBooks), payroll/HRIS (Rippling, ADP), banking (Mercury, Brex), billing (Stripe, Paddle), CRM (Salesforce, HubSpot), and warehouse/BI tools (Snowflake, Looker, Google Sheets, Excel)
- Automated model building with main, upside, and downside scenarios covering P&L, cash flow, and headcount
- Proactive alerts—the agent messages finance teams first when overnight rebuilds complete or metrics drift off-target
- Supports continuous planning with rolling forecasts, scenario branching, and side-by-side version comparison