Clio stands for Command Line Interface Operator designed to help with accounting and finance tasks on Juan.
No, Clio is available only for paid organizations.
Yes, Clio is also available on Android (soon for IOS). Go to Home > Clio AI Support to access it.
It processes all queries in real-time and does not retain personal or query-related data unless explicitly saved in accounting records or reports.
Clio is session-based, meaning it resets when you log out, close the tab, or switch organizations. Chat history is not retained.
Yes, Clio can process multiple tasks in a single query.
Yes, Clio's functionality is limited to tasks and features within Juan.
Its functions are also limited to the user’s access permissions within an organization (e.g., a user without report access cannot generate reports).
No, users cannot download or export chat history.
Editing a query replaces the previous one instead of updating it.
Clio supports all file formats that are compatible in Juan. This includes:
PDFs
.xlsx
JPG/JPEG
PNG
Both chat and voice queries support all languages available in Juan.