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Meet Ari, your personal CFO. | cfo.ai

Source: https://cfo.ai/

This is what runs your company today.

Each new question means tracing formulas and checking what changed. Hand the file to an agent, and it has to reconstruct that context too.

It’s not built for agents.

The agent can calculate an answer. In this session, it has to trace relationships across five sheets, then start another search for the follow-up.

Veyra_Systems_Board_Package_Q4FY26_vF_FINAL_v27.xlsxRead-OnlyLast saved by Finance 4:45 PM

RowABCDEFGHIJKLM1P&L - 8 Quarters Actual + 4 Quarters Forecast2All $ values are USD millions.3MetricQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27Q2 FY27Q3 FY27Q4 FY274StatusActualActualActualActualActualActualActualActualForecastForecastForecastForecast5Revenue14.515.516.617.919.521.323.125.127.329.531.734.06Revenue growth YoY34.5%37.4%39.2%40.2%40.0%38.5%37.2%35.5%7Gross margin78.6%78.9%79.1%79.5%79.2%79.8%80.4%80.7%80.8%81.0%81.1%81.3%8Cost of revenue3.13.33.53.74.14.34.54.85.25.66.06.49Gross profit11.412.213.114.215.417.018.620.322.123.925.727.610R&D OpEx5.35.55.86.06.36.56.66.87.07.17.37.511S&M OpEx6.56.87.17.57.98.38.89.29.69.910.310.712G&A OpEx2.02.12.22.22.32.42.52.62.72.82.82.913Total OpEx13.814.415.115.716.517.217.918.619.219.820.521.114EBITDA(2.4)(2.2)(1.9)(1.5)(1.0)(0.2)0.71.62.84.05.36.615EBITDA margin(16.8%)(14.0%)(11.6%)(8.5%)(5.3%)(0.9%)3.0%6.5%10.3%13.7%16.6%19.3%1617Beginning cash92.090.288.787.687.187.288.390.593.798.3104.1111.318EBITDA(2.4)(2.2)(1.9)(1.5)(1.0)(0.2)0.71.62.84.05.36.619Working capital source or use0.60.70.81.01.21.31.51.61.71.81.92.020Ending cash90.288.787.687.187.288.390.593.798.3104.1111.3119.821Rule of 4029.1%36.5%42.1%46.7%50.3%52.2%53.8%54.8%22

❯~/Desktop/Veyra_Systems_Board_Package_Q4FY26_vF_FINAL_v27.xlsx

Veyra_Systems_Board_Package_Q4FY26_vF_FINAL_v27.xlsxRead-OnlyLast saved by Finance 4:45 PM

RowABCDEFGHIJKLM1P&L - 8 Quarters Actual + 4 Quarters Forecast2All $ values are USD millions.3MetricQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27Q2 FY27Q3 FY27Q4 FY274StatusActualActualActualActualActualActualActualActualForecastForecastForecastForecast5Revenue14.515.516.617.919.521.323.125.127.329.531.734.06Revenue growth YoY34.5%37.4%39.2%40.2%40.0%38.5%37.2%35.5%7Gross margin78.6%78.9%79.1%79.5%79.2%79.8%80.4%80.7%80.8%81.0%81.1%81.3%8Cost of revenue3.13.33.53.74.14.34.54.85.25.66.06.49Gross profit11.412.213.114.215.417.018.620.322.123.925.727.610R&D OpEx5.35.55.86.06.36.56.66.87.07.17.37.511S&M OpEx6.56.87.17.57.98.38.89.29.69.910.310.712G&A OpEx2.02.12.22.22.32.42.52.62.72.82.82.913Total OpEx13.814.415.115.716.517.217.918.619.219.820.521.114EBITDA(2.4)(2.2)(1.9)(1.5)(1.0)(0.2)0.71.62.84.05.36.615EBITDA margin(16.8%)(14.0%)(11.6%)(8.5%)(5.3%)(0.9%)3.0%6.5%10.3%13.7%16.6%19.3%1617Beginning cash92.090.288.787.687.187.288.390.593.798.3104.1111.318EBITDA(2.4)(2.2)(1.9)(1.5)(1.0)(0.2)0.71.62.84.05.36.619Working capital source or use0.60.70.81.01.21.31.51.61.71.81.92.020Ending cash90.288.787.687.187.288.390.593.798.3104.1111.3119.821Rule of 4029.1%36.5%42.1%46.7%50.3%52.2%53.8%54.8%22

It’s not built for agents.

The agent can calculate an answer. In this session, it has to trace relationships across five sheets, then start another search for the follow-up.

Veyra_Systems_Board_Package_Q4FY26_vF_FINAL_v27.xlsxRead-OnlyLast saved by Finance 4:45 PM

RowABCDEFGHIJKLM1P&L - 8 Quarters Actual + 4 Quarters Forecast2All $ values are USD millions.3MetricQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27Q2 FY27Q3 FY27Q4 FY274StatusActualActualActualActualActualActualActualActualForecastForecastForecastForecast5Revenue14.515.516.617.919.521.323.125.127.329.531.734.06Revenue growth YoY34.5%37.4%39.2%40.2%40.0%38.5%37.2%35.5%7Gross margin78.6%78.9%79.1%79.5%79.2%79.8%80.4%80.7%80.8%81.0%81.1%81.3%8Cost of revenue3.13.33.53.74.14.34.54.85.25.66.06.49Gross profit11.412.213.114.215.417.018.620.322.123.925.727.610R&D OpEx5.35.55.86.06.36.56.66.87.07.17.37.511S&M OpEx6.56.87.17.57.98.38.89.29.69.910.310.712G&A OpEx2.02.12.22.22.32.42.52.62.72.82.82.913Total OpEx13.814.415.115.716.517.217.918.619.219.820.521.114EBITDA(2.4)(2.2)(1.9)(1.5)(1.0)(0.2)0.71.62.84.05.36.615EBITDA margin(16.8%)(14.0%)(11.6%)(8.5%)(5.3%)(0.9%)3.0%6.5%10.3%13.7%16.6%19.3%1617Beginning cash92.090.288.787.687.187.288.390.593.798.3104.1111.318EBITDA(2.4)(2.2)(1.9)(1.5)(1.0)(0.2)0.71.62.84.05.36.619Working capital source or use0.60.70.81.01.21.31.51.61.71.81.92.020Ending cash90.288.787.687.187.288.390.593.798.3104.1111.3119.821Rule of 4029.1%36.5%42.1%46.7%50.3%52.2%53.8%54.8%22

~/Desktop/Veyra_Systems_Board_Package_Q4FY26_vF_FINAL_v27.xlsx

Reading it.

unzip · 18 sheets · workbook.xml · sharedStrings.xml

label map · every cell’s text is an index · 214 strings

column A, all 18 sheets · learning what each row means

Indexed. Ask.

If S&M hiring slips a quarter, what happens to ending cash?

Finding S&M. It lives in three places, under three names.

Workforce!A7 · ‘Operating Expenses’!A8 · ‘Operating Expenses’!A10

Tracing the chain.

‘Operating Expenses’!B10 = B8*B9 -> Workforce!B7 · Assumptions!B10

‘P&L & Cash’!B20 = B17+B18+B19 -> B14 = B9-B13 -> B13 = SUM(B10:B12)

five sheets · twelve quarters · ramp rebuilt outside the file

Ending cash Q4 FY27: $121.3M, against $119.8M in the plan.

One caveat. Every row meaning is my read of column A. The file never states it.

Good. Now the same, but we also hold enterprise hires.

That reuses nothing. The chains live in my context, not in the file. Digging again.

❯

It’s not built for agents.

The agent can calculate an answer. In this session, it has to trace relationships across five sheets, then start another search for the follow-up.

We rebuilt spreadsheets for agents.

Spreadsheets are useful for humans because they’re two-dimensional and tactile. Agents work faster in n-dimensional space. We built REAM, a spreadsheet infra designed specifically for agents.

Wherever your business is happening, Ari is there too.

Put Ari to work on your numbers.

Ari builds your model and keeps it current.

Siqi Chen (@blader): “Within an hour of setting up Ari, I was floored…”

“I’m not usually so impressed by something that I want to jump on a call immediately. I imagine you guys have been hearing similar feedback. It’s impressive.”

• Jake Petoskey, CEO Lighthouse Partners (a fractional CFO group)