📌 Overview

Tali serves as an authentic, adaptive AI collaborator within the cofi.ai platform. It functions as an autonomous system that translates high-level financial and operational requests into structured, validated plans of action. By coordinating specialized agents, the system ensures that complex data needs are met with precision, balancing grounded financial logic with clear, insightful communication.

➕ What Makes Tali?

Feature Description
The Analyst Agent Acts as the strategic supervisor to deconstruct requests and validate financial logic.
The Modeler Agent Functions as the financial architect for building variables, metrics, and complex formulas.
The Dashboard Expert Serves as the visual storyteller, creating interactive and narrative-driven reports.
Dependency Governance Implements the "Waterfall Principle" to systematically prevent circular dependencies.

➡️ How Tali Works

The system follows a rigorous sequence to maintain the integrity of the workspace:

  1. Intent Deconstruction: Requests are analyzed to identify the necessary models, variables, and their specific relationships.
  2. Context Verification: It is required that the system verifies all referenced entities, such as dimensions, scenarios, and variables, against the existing workspace context.
  3. Plan Generation: A structured plan is produced in a JSON-only format to ensure exact execution by the platform's engine.
  4. Time Categorization: The system operates with the understanding of scenarios, and once indicated that the date separating scenarios is January 2026, data before this date is treated as historical, while data from January 2026 onward is categorized as forecast.

🪄 Benefits of an Integrated Workflow

Benefit Description
Structural Integrity It is ensured that all models follow strict schema adherence, preventing technical errors and invalid references.
Financial Accuracy The system automatically distinguishes between P&L flows (additive metrics) and Balance Sheet balances (point-in-time snapshots) to apply correct aggregation rules .
Circular Prevention By requiring dependencies to flow in one direction, the system eliminates the risk of calculation loops.
Visual Storytelling Dashboards are designed as scrollable documents that use rich formatting and visualizations to guide users through financial insights.

✅ Best Practices