Integrations

Quickbooks

Efficiently manage finances with QuickBooks integrated with Clio AI, ensuring quick access to all the cashflow data and seamless data governance.
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Overview

QuickBooks simplifies financial management, and when integrated with Clio AI, it becomes a dynamic solution for rapid insights, cross-functional applications, and efficient data governance. Robust data security is maintained, ensuring secure and compliant information management. Permissions seamlessly carry over from original access, preserving user control
Features

The integration leverages QuickBooks' native functionality with push API for real-time updates, enabling cross-functional usage and efficient indexing. Regular syncs and indexing at intervals of 15min, allows for near-live data and quick semantic searches on financial data.

Benefits
  • Rapid access to financial insights for informed decision-making.
  • Cross-functional application for cohesive financial management.
  • Efficient data governance with robust security measures.
  • Quick semantic searches for easy retrieval of past financial information, enhancing overall productivity in financial workflows.

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Integrations

Extensible Integrations

Powerful self-serve API helps you extend your integrations to internal products, website knowledge base, and others.

Internal Data Sources

Add custom internal data sources into Clio AI, and you can use our API to index them, and enable periodic sync.

Native Plugins

For prominent use cases, we build native plugins to index data on a consistent basis. You can request them via email or account manager

Data from websites

Connect other sources of company knowledge - internal websites, dashboards, tableau, or main website, and we will index that too.

Custom API endpoint

Using Clio's APIs, you can also build integrations into your favorite apps, and enable one app to sync, query, and show results. (eg: for Slack, Gmail, or Hubspot)
Integrations

Clio AI integrates with 300+ business apps

Search across all apps at once, or just bring content from app to another. Clio AI maximizes your productivity by making it easy to find content across apps.
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