Archie is Arc's AI-powered financial analyst that helps you analyze your company's financial data through natural conversation. Think of Archie as having a CFO-level expert available 24/7 to answer questions, generate reports, and provide insights about your finances.
What is Archie?
Archie is a conversational AI agent specialized for financial analysis within your company's accounting software. Archie can:
Answer financial questions in natural language about revenue, expenses, cash flow, runway, and more
Generate comprehensive reports with verifiable insights
Create visualizations including charts, tables, and financial breakdowns
How Does Archie Work?
Archie accesses your connected accounting data to provide accurate, verifiable answers. Every insight Archie generates includes:
Methodology - Detailed steps showing exactly how the analysis was performed
Sources - Clear citations to the specific documents, files, and data points used
Verifiable results - All findings can be traced back to source data
Getting Started with Archie
Step 1: Connect Your Accounting Data
Archie needs access to your financial data to provide accurate analysis. Connect your accounting software (QuickBooks, Xero, etc.) through your CFO Agent tab.
Step 2: Start Asking Questions
Simply type your question in natural language. Archie will analyze your data and provide detailed, sourced answers.
Frequently Asked Questions (FAQs)
Questions About Using Archie
Q: What types of questions can I ask Archie?
You can ask Archie any financial question about your company. See the "Sample Questions" section below for examples.
Q: How accurate is Archie?
Archie provides verifiable, sourced answers based on your actual financial data. Every insight includes methodology and citations so you can verify the analysis yourself.
Q: Can Archie access all my financial data?
Archie can access financial data from your connected accounting software.
Q: How do I know where Archie's answers come from?
Every insight Archie generates includes detailed source citations showing which files, sheets, or data points were used in the analysis.
Data Privacy & Security
Q: Is my financial data secure?
Your data is encrypted and Archie only accesses data within your authorized Arc workspace. Data is not shared across companies or used to train models.
Q: Can I revoke Archie's access?
Yes, you can disconnect your accounting integration at any time just reach out to Arc support.
Sample Questions to Ask Archie
Here are examples of questions Archie can help you answer:
Cash Flow & Runway
"What is our current cash runway?"
"What was our net cash outflow last month?"
"How much cash do we have on hand?"
"What's our burn rate over the last 6 months?"
Revenue & Growth
"What was our revenue for Q4?"
"Break down our revenue by product line"
"What's our year-over-year revenue growth?"
"Show me monthly recurring revenue trends"
Expenses & Spending
"What are our largest expense categories?"
"What's our monthly payroll expense?"
"Compare our operating expenses quarter over quarter"
"Have I paid any vendors more than normal this quarter?"
"Break down my quarterly expenses by function."
"What was my largest individual expense last quarter?"
Financial Performance
"What's our gross margin?"
"Calculate our EBITDA for the last fiscal year"
"What's our customer acquisition cost?"
"Show me our profit and loss statement"
Comparative Analysis
"Compare Q1 and Q2 revenue"
"How does this year's performance compare to last year?"
"What's the trend in our operating expenses?"
"Compare our metrics to industry benchmarks"
Tips for Getting the Best Results
Be specific: Instead of "How are we doing?", ask "What was our revenue growth in Q3 2025?"
Reference time periods: Specify dates, quarters, or fiscal years for time-based analysis
Ask follow-up questions: Archie remembers context within a conversation, so you can dig deeper with follow-ups
Request visualizations: Ask Archie to "create a chart" or "show as a table" for visual representations
Verify important insights: For critical decisions, always review the methodology and sources Archie provides
Need Help?
If you're experiencing issues with Archie or have questions not covered here:
Check that your accounting data is properly connected and synced
Try rephrasing your question with more specifics
Contact Arc support at [email protected] for additional assistance