How to use Ark for Your Financial Setup

Financial planning and setup in a startup can be a real hassle. Ark is designed to help you make the right financial decisions for you and your company. Let’s explore how Ark can support you together!

When you’re on the homepage, click Startup Journey in the sidebar. If the sidebar is closed, click the three-line icon in the top-left corner to open it.

Then, click the magnifying glass icon. A list of topics will appear.

You can scroll through the list or type Financial Setup in the search bar.

Selecting Financial Setup will take you to the relevant folder in the journey—click Review to continue.

An untouched topic will be labeled ‘Start Now’. Once the topic is in progress, it will be labeled ‘Continue’, and after at least one document has been created, it will be labeled ‘Review’.

Then, create a new project by clicking the plus button. If you already have one, simply select it. Each project has its own dedicated context — meaning the AI will only reference information discussed within that specific project, avoiding any “context pollution.” For example, you can explore different strategies without overlap.

After creating a project, you can start by sending a message in the chat. Your dedicated AI Agent will answer your questions and guide you through a focused discussion on financial setup and planning.

You can chat with agents in each folder using three different options:

1. Consult Partner – This is the default option. It’s a free discussion with the AI Partner dedicated to the folder you’re in. You can also ask the AI to generate documents for you.

2. Analyze Document – This option allows you to upload documents you’ve created or received from stakeholders (for example, an investor) and get an analysis, such as a list of insights or a risk assessment to the received document.

3. Teach Ark – This option lets you teach Ark new information about your company. Everything Ark knows about you is managed in the Company Profile. By selecting Teach Ark, you can upload documents or share information in the chat that you’d like Ark to learn

There are many topics you can discuss with the Financial Setup Agent. We recommend starting with one of the following examples:

• Please provide a Financial Setup checklist for my company

• What are the most important things to know when you start thinking about financial operations for your company?