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Arboris Analytics Documentation

Financial intelligence for fractional CFOs

Connect QuickBooks, see which clients need attention, ask evidence-grounded questions, and export a branded financial review your client can act on.

Start the walkthrough Open Arboris
Arboris Command Center showing portfolio urgency, client review status, and next actions.
Command Center Start with the clients that need review, then move into Analysis, AI Chat, and Reports.

Connect. Surface. Analyze. Deliver. Repeat.

Arboris is built for the weekly and monthly client review loop: connect the client’s QuickBooks account, surface material changes, analyze the story behind the numbers, deliver a branded PDF, then move to the next client with confidence.

01 Find the next client Command Center ranks review urgency across the firm.

02 Trust the numbers Analysis shows KPI coverage, trends, and anomalies from synced data.

03 Explain the story AI Chat answers bounded questions with evidence and confidence tags.

04 Send the review Reports export a branded Full Financial Review PDF.

Diagram of the Arboris loop: Connect, Surface, Analyze, Deliver, and Repeat.
The Commercial Loop Source: docs/arborisanalytics.md product overview.
  1. Connect QuickBooks is the active accounting connection in alpha.
  2. Deliver The current client-ready output is a branded PDF review.

Start Where You Are

Section titled “Start Where You Are”
Arboris Analysis tab with KPI cards, trend charts, and anomaly context.

Analysis Review KPIs, trend direction, cost categories, data coverage, and anomalies.

Arboris AI Chat answer with evidence, confidence tags, and follow-up actions.

AI Chat Ask bounded questions and inspect the evidence behind the answer.

Arboris Reports workspace for selecting review sections and exporting a PDF.

Reports Export a branded Full Financial Review PDF for the client conversation.

What Arboris Documents

Section titled “What Arboris Documents”

These docs cover the alpha user surface available to fractional CFOs: signup, firm and client workspaces, QuickBooks, Command Center, Analysis, AI Chat, Reports, Search, Settings, Billing, Trust, and support paths.

Xero and CSV appear in the product as coming-soon integration cards. Public programmatic API access is outside alpha scope; the API reference explains what is and is not publicly supported today.