FAQ
What is Arboris for?
Section titled “What is Arboris for?”Arboris helps fractional CFOs review client financials faster. The core loop is connect QuickBooks, surface material changes, analyze with evidence-grounded AI, export a branded financial review, and repeat across clients from Command Center.
Which accounting systems work in alpha?
Section titled “Which accounting systems work in alpha?”QuickBooks is fully implemented. Xero and CSV import appear as Coming Soon options, but they are not clickable alpha integrations.
Does Arboris have a public API?
Section titled “Does Arboris have a public API?”No. Arboris has authenticated first-party app endpoints under /api/v1, but a public programmatic API is not part of alpha scope.
Can my clients log in?
Section titled “Can my clients log in?”No. A client portal is not part of alpha. Arboris is built for the CFO’s internal workflow and client-ready PDF delivery.
Can multiple users share one firm?
Section titled “Can multiple users share one firm?”No. Multi-user firms, SSO, and MFA are outside alpha scope.
How much does alpha cost?
Section titled “How much does alpha cost?”All alpha plans are $0. Stripe is wired in test mode for the billing flow, but paid production pricing is post-alpha.
What does AI use as evidence?
Section titled “What does AI use as evidence?”AI uses the selected client’s synced QuickBooks evidence, including financial report metrics, transactions, supported master-data labels, Trial Balance rows, General Ledger postings, and related Arboris records. It does not use other clients’ data.
Does AI provide tax, legal, or investment advice?
Section titled “Does AI provide tax, legal, or investment advice?”No. Arboris analyzes financial data and refuses tax advice, legal advice, and investment recommendations.
What happens when data is missing?
Section titled “What happens when data is missing?”Arboris should suppress unsupported KPIs, explain the missing source or comparison period, and lower confidence for AI claims. It should not fill gaps with invented numbers.
Are PDFs stored?
Section titled “Are PDFs stored?”Report metadata is stored for history and audit context. The PDF itself is generated on demand and is not stored as a persistent artifact in alpha.
Can I export CSV reports?
Section titled “Can I export CSV reports?”Not from Reports in alpha. Full Financial Review export is PDF-only. Settings includes a data export flow for CSV files inside a ZIP where supported.
What happens if I disconnect QuickBooks?
Section titled “What happens if I disconnect QuickBooks?”Disconnect revokes access and stops auto-sync while preserving historical synced data. Purge is a separate action that deletes synced accounting data and AI embeddings for that client.
What happens if I delete my firm?
Section titled “What happens if I delete my firm?”Firm deletion tombstones the firm, logs you out, revokes refresh tokens, and starts a 30-day grace window before hard deletion.
Is there a mobile app?
Section titled “Is there a mobile app?”No. Mobile apps are outside alpha scope.