Clio AI for Operations Teams

AI to Optimize Financial Insights and Streamline Operations

Drive efficiency and maximize performance with Clio AI's advanced workplace search and natural language query capabilities. Empower your finance and operations teams to make data-driven decisions, streamline processes, and unlock new levels of productivity.
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Clio AI is trained on your business data to answer both qualitative and quantitative questions.
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Semantically Search across all your documents, business apps, discussions to locate what you need instantly.

BUDGET OPTIMIZATION

Maximum Financial Efficiency

Easily retrieve financial data from various sources, track expenses, identify cost-saving opportunities, and optimize budget allocation. With Clio AI, finance and operations teams can make data-driven decisions, ensure financial stability, and maximize the efficiency of their budgeting processes.
REVENUE RECONCILIATION

Automated Financial Transparency

By leveraging its AI-powered semantic search and natural language query capabilities, Clio AI enables teams to efficiently access and analyze revenue data from multiple sources enabling quick identification of discrepancies and reconciliation of financial records.
COMPLIANCE MANAGEMENT

Mitigate Compliance Risks

With enhanced search capabilities, teams can efficiently navigate compliance requirements, identify potential gaps, and implement robust compliance measures. Clio AI empowers finance and operations teams to maintain a strong compliance posture and mitigate compliance-related risks.

Workplace Search that actually works

Supercharge your company's productivity by harnessing the massive reservoir of untapped data and insights.
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Works with your most used tools

Connect your tools, connect your teams. With over 300 apps already available in our directory, your team’s favourite tools are just a click away.
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All integrations

Private, Secure and Compliant by design

Clio AI is built on foundations of keeping you company data private, secure, and compliant from day one. Built by an experienced team, we understand the constraints and enforce them rigorously
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Private Cloud Deployment

We can deploy models on your premises or your private cloud directly. That is, not even a single byte of data is shared with a third party.

Encrypted Models

All the models we deploy and APIs we expose are SHA256 encrypted (like WhatsApp/Signal) making any back and forth of data as secure as possible
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SSO + Admin Controls

Authenticating with your company Sign on gives rigorous controls on who can access what data.

Indexing Controls

Clio can build individual or team specific knowledge graphs. You control what data is indexed and available for which team. Right out of the box.

Why Clio AI?

Unlock the most obvious-yet-hidden-in-plain-sight growth hack - enable your employees to work on important things, and reduce their cognitive load and time to resolve blockers.

Fast, efficient, and in-context information to make every employee a super performer.

Simple Out-of-the-box solution

Provide true intelligent search to your employees. Anyone can find anything they need to complete their task, by just asking for it.
Like Every employee has an EA.

Grounded in your company and your people

Get direct answers, summaries, and citations, all personalized for who is asking the question, and from your company's knowledge. In 1/10 of the time. And no hallucinations.

Turnkey enterprise grade offering

A plug and play solution that enables enterprises to meet scaling and life-cycle management requirements easily and cost effective manner.

Spend time thinking not searching. Get a demo today.

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