Clio is designed as a natural extension of Jaz. For external integrations, technology partnerships, or other collaborations reach out anytime.
Access Controls
Clio respects user role permissions at all times—data retrieval, commands, and features are authenticated and controlled to match the user's role. You can manage user permissions to set the right access levels, without risk of unauthorized actions.
Data Assurance
Clio guarantees data accuracy through the execution of deterministic functions for calculations, analytics, and transaction information. AI is only used for interpreting intent, instructions, and inputs. This avoids hallucinations, and ensures consistent results.
AI Roadmap
Clio is part of our broader AI roadmap. We also have a live Agent Builder—email protocol agent—that allows users to personalize agents and delegate tasks via email. Our roadmap continues to expand with deeper domain-specific integrations, advanced workflows, and customization options.
Integrations
Clio is built for extensibility, leveraging Open API Schemas (OAS), Model Context Protocol (MCP), and secure JWT authentication. Contact us to discuss custom integrations with other apps, tools, or agents. These integrations can unlock autonomous, end-to-end execution across your organization’s workflows.
Patent & IP
Clio leverages technology from our granted patent (“Method and System for AI Agents in Accounting”), which includes multi-agent orchestration, LLM-driven task planning, memory graphs, and tool integrations. “Clio” is also a registered trademark—reach out for licensing or IP details.
