Advise the client. Ari runs the numbers.
Your clients pay for judgment. Most weeks they get rebuilds. Ari builds the client's financial model from their actual numbers, keeps it current, and does the first pass on the questions they send you.
Ari runs the numbers at
You can advise the client, or you can rebuild the model.
The client's books close and the week starts over. Export the ledger, re-map the accounts the bookkeeper renamed, refresh the Stripe tab, fix the links that broke in Halcyon_model_v14_FINAL_v2, roll the forecast forward. Then do it again for the next client. By the time every model ties, the board call is Thursday and the advice gets what's left of Friday.
Meet Ari, your personal CFO.
Ask a question. Ari builds the model from your actuals and shows you what changes.
Ari makes sense of the GL, junk and all.
Connect the client's QuickBooks, Xero or NetSuite read-only, or upload the spreadsheet you inherited. Ari maps the renamed accounts and one-off categories into one clean model, then applies the same mapping to every month that closes after. The cleanup happens in the model. The client's books stay as they are.
- Read-only.
- Ari reads the client's books, payroll and billing. It never writes back, so nothing posts to their ledger.
- Current every night.
- Connected systems sync nightly, so the model has caught up before you open it.
- Traced to the source.
- Open any figure to see its formula and source rows. If Ari can't verify a number, it says so. Every line holds up in front of the client's board.
Ask Ari what you'd ask an analyst.
What moved this month, and why?
Ari checks the client's numbers on the schedule you set and sends a summary to Slack or email. Ask why something moved, and it traces the change to the vendors, accounts or customers behind it. You hear about it before the client does.
AriAPPOct 10, 8:04 AM
Monthly note, Halcyon Software, September.
- Cash $2.4M, down $180K on the month, mostly payroll.
- Revenue $612K, on plan.
- One flag: Q3 churn is $0.50M, up from $0.40M.
You8:11 AM
What changed?
AriAPP8:11 AM
Three accounts on the legacy plan cancelled in August and September, $96K of ARR between them. Two of them cite the July price change.
Can the client afford the hire?
Ari adds the roles to a scenario and shows what they do to payroll, cash and runway. The client's main plan doesn't change until you merge it, so you can bring two options to the call.
2027 Sales Hiring Scenarios
How long will their cash last?
Ari forecasts cash month by month from the client's actual revenue, payroll and bills. Run a flat year and see the month runway drops below six months, before the client asks.
Map hiring into revenue and cash flow
Actuals through September 2026. Forecast values show the Base case.
| Metric | Q3 26E | Q4 26E | Q1 27E | Q2 27E | Q3 27E | Q4 27E |
|---|---|---|---|---|---|---|
| ⋮⋮ARR | $11.35M | $12.10M | $13.00M | $14.08M | $15.84M | $17.90M |
| ⋮⋮Revenue | $2.71M | $2.90M | $3.10M | $3.32M | $3.67M | $4.13M |
| ⋮⋮Gross Profit | $2.12M | $2.26M | $2.42M | $2.59M | $2.86M | $3.22M |
| ⋮⋮Gross Margin | 78.0% | 78.0% | 78.0% | 78.0% | 78.0% | 78.0% |
| ⋮⋮Account Executives | 6 | 6 | 8 | 8 | 8 | 8 |
| ⋮⋮New AE Cohort | 0 | 0 | 2 | 2 | 2 | 2 |
| ⋮⋮Quota Capacity | $8.4M | $8.4M | $8.4M | $9.8M | $11.2M | $11.2M |
| ⋮⋮Payroll | ($1.56M) | ($1.62M) | ($1.69M) | ($1.79M) | ($1.84M) | ($1.89M) |
| ⋮⋮Operating Expenses | ($2.00M) | ($2.08M) | ($2.27M) | ($2.40M) | ($2.50M) | ($2.63M) |
| ⋮⋮Operating Income | $120K | $180K | $152K | $197K | $355K | $591K |
| ⋮⋮Ending Cash | $8.02M | $7.96M | $7.76M | $7.67M | $7.84M | $8.25M |
=IF(Month = MAR_2027, 2, prior_period)2027 Sales Hiring Scenarios
What goes in the board deck?
Ari drafts the board update from the same model: plan against actual, charts and a written summary. You edit it and present it. Share it with the client as a view-only link that shows the latest numbers when it is opened.
| Summary | LTM to Q2 FY27 |
|---|---|
| Ending ARR | $122.4M |
| Net new ARR | $33.6M |
| LTM NRR | 111.9% |
| Revenue | $105.0M |
| Billings | $116.5M |
| Gross margin | 80.7% |
| Total OpEx | $75.6M |
| EBITDA | $9.2M |
| Free cash flow | $15.8M |
| Ending cash | $104.1M |
| Headcount | 542 |
In their own words.
“A week would have been generous. It would have taken me months to do it, and it's why I hadn't done it, because I was just like, I don't have the time for this. And I was able to basically dump it all into Ari, and it did it.”
“You've put a toolset in front of me that I can do things that I didn't think of doing with Claude, nor would I have had not just the ambition, but the confidence to ask Claude to do it.”
“Honestly, this weekly report was so easy to stand up. It was ridiculous… I just shared this PDF with Ari and it built it completely by itself… I just said rebuild this in CFO AI, and that’s all it was.”
Give Ari your messiest client.
Connect their systems read-only or upload the model you inherited. Then ask the question they sent you at 9 PM last Tuesday.
What fractional CFOs ask before hiring Ari.
Does Ari replace me?
No. Ari does the rebuild and the first pass. You check it, decide what it means and tell the client what to do. The judgment they pay you for stays with you.
My clients' books are a mess. Will Ari still work?
Yes. Cleaning it up is part of the job. Ari maps messy accounts and categories into the model on its own and applies those mappings to every future period, so the same mess doesn't come back next close. The cleanup happens inside cfo.ai. Ari reads the client's ledger and never writes back to it.
How is Ari different from Claude Code on the client's ERP?
A general agent connected to the ERP works the answer out again each time, and depending on how it's connected, it can post to the ledger. Ari only reads the client's systems. The math runs on a deterministic engine, every figure traces to its source rows, and the model is still there for the next question. Prefer Claude or Codex? Connect them to the same model through the cfo.ai MCP server.
Can I run several clients?
Yes. Each client gets its own workspace, with its own model and connections. Startup includes one workspace. Talk to us about running several.
How do I check Ari's work before it goes to a client?
Open the number. The math runs on a deterministic engine, and every figure traces back to its formula and source rows, so a wrong figure leads you to the input behind it. If Ari can't verify a number, it says so. Every change Ari makes is logged and can be undone.
What does it cost?
Startup is $375 a month billed annually, or $500 billed monthly. Every plan starts with a 14-day free trial. See pricing for Growth and Enterprise.