Accounting and Finance

AI for better servicing your clients

Find what you are looking for instantly. Automate workflows like revenue reconciliation, invoice processes, vendor management, purchasing and procurement ops.
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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.

Fast and Efficient workflows day after day

Clio AI helps empower your finance and accounting teams to meet your revenue goals quickly and eliminate the grudge work that comes with it. Automate day to day workflows using AI and help focus on the financial health and compliance of the company.

Revenue Reconciliation

Use Clio's OCR capabilities to automatically get information from receipts and invoices, analyze payments records from Databases, and reconcile revenue with automated reports to make audit faster.

Simplified Audit and Compliance

With Clio AI's semantic search capabilities, easily retrieve and cross-reference documents, policies, and regulations to ensure compliance with accounting standards and facilitate seamless audits

Rapid Access to Financial Data

Clio AI provides instant access to financial records, invoices, statements, and reports across multiple applications. Spend less time searching for data and more time analyzing insights to make informed financial decisions
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"With semantic search, BCG employees were able to retrieve and summarize information that was previously buried in long lists of multi-page documents"
- Boston Consulting Group1

1More details here
AI powered search and summarization can boost employee satisfaction by > 40%.
39%
Increase in work completion
25%
Increase in result relevancy

Drive growth with robust financial and operational efficiency

With Clio AI, empower your team to access critical financial information instantly, automate workflows, streamline processes, and make data driven decisions quickly.
CFOs/ Finance Directors
Accounts Payable/Receivable Managers
Financial Analysts

CFOs/ Finance Directors

Clio AI assists CFOs and finance directors in ensuring compliance with financial regulations and identifying potential risks. Easily retrieve financial policies, audit findings, and internal controls to mitigate risks and enhance financial governance. Access real-time financial data from multiple systems, and make strategic financial decisions backed by accurate, up-to-date information.
AI decide which data is important

Accounts Payable/Receivable Managers

Improve Operational Efficiency as Clio AI simplifies the management of invoices, purchase orders, and payment records. Access vendor information, track payment status, reduce manual effort and improve cash flow management. Automate tasks like Revenue Reconciliation, and focus on strategic financial initiatives.
Use custom models fit

Financial Analysts

Search and retrieve relevant financial data, historical trends, projections, budgeting models, industry reports in seconds to build robust financial models and make informed strategic decisions with real time collaboration and ease.
Access output everywhere

Morgan Stanley on AI Powered Search

Morgan Stanley Wealth Management deployed their own model harnessing the knowledge and insights, housed across many internal sites, mainly in PDF format. They used GPT4 and OpenAI to do it. Some select quotes from the story. Full article here
“You essentially have the knowledge of the most knowledgeable person in Wealth Management—instantly. Think of it as having our Chief Investment Strategist, Chief Global Economist, Global Equities Strategist, and every other analyst around the globe on call for every advisor, every day. We believe that is a transformative capability for our company.”
Jeff McMillan, Head of Analytics, Data & Innovation
Morgan Stanley Wealth Management
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"Key to ensuring good client service is our ability to invest at scale in technology. (OpenAI) is empowering Morgan Stanley with the marriage of human advice and technology—something to which we are completely committed. This endeavor has been particularly rewarding. The buy-in and engagement across the organization has been impressive."
Jeff McMillan, Head of Analytics, Data & Innovation
Morgan Stanley Wealth Management
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"Today, more than 200 employees are querying the system on a daily basis and providing feedback. The focus will always be on getting advisors the insight they need, in the format they need, instantly. The effort will also further enrich the relationship between Morgan Stanley advisors and their clients by enabling them to assist more people more quickly."
Jeff McMillan
Morgan Stanley Wealth Management
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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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