Creating a Model in cofi.ai allows you to transform curated data from Databases into structured financial statements, KPI calculations, and scenario-based plans.
Each Model acts as a flexible, spreadsheet-like environment where you can define variables, apply formulas, and simulate business outcomes.
Make sure your workspace has at least one connected Database with clean, standardized data.
Models reference these Databases to pull inputs for calculations — such as revenue, expenses, or employee counts.
💡 Tip: Review your Database’s schema and dimensions first so you know which fields you’ll use in your model.
From the workspace sidebar, open Models → click Create Model.
This opens the new model setup window.
Give your model a descriptive name (e.g., 2025 Financial Plan or Cash Flow Forecast).
Optionally, add a short description to clarify its purpose.
Define the time horizon for your model — for example, Jan 2024 – Dec 2025.
This determines how many time columns appear in your model.