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Clio

Use Clio to complete accounting and finance tasks, ask questions, and generate reports.

Updated this week

Q1. What is Clio?

  • Clio stands for Command Line Interface Operator designed to help with accounting and finance tasks on Jaz.

Q2. Is Clio available to all users?

  • No, Clio is available only for paid organizations.

Q3. Can I use Clio on the Jaz mobile app?

  • Clio can only be accessed on the web application.

Q4. How does Clio process queries?

  • It processes all queries in real-time and does not retain personal or query-related data unless explicitly saved in accounting records or reports.

Q5. What happens when I log out or switch organizations?

  • Clio is session-based, meaning it resets when you log out, close the tab, or switch organizations. Chat history is not retained.

Q6. Can Clio handle multiple tasks at once?

  • Yes, Clio can process multiple tasks in a single query.

Q7. Are there any restrictions on Clio’s capabilities?

  • Yes, Clio's functionality is limited to tasks and features within the Jaz ecosystem.

  • Its functions are also limited to the user’s access permissions within an organization (e.g., a user without report access cannot generate reports).

Q8. Does Clio store my chat history?

  • No, users cannot download or export chat history.

Q9. What happens when I edit a sent query?

  • Editing a query replaces the previous one instead of updating it.

Q10. What file formats does Clio support?

  • Clio supports all file formats that are compatible within Jaz. This includes:

    • PDFs

    • .xlsx

    • JPG/JPEG

    • PNG

Q11. What languages does Clio support?

  • Both chat and voice queries support all languages available in Jaz.

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