AI Accounting Agents for Small Businesses and Accountants | Jaz

Jaz in your

AGENTS
Interact with Jaz through any agent - on platform, over email, through Claude, or whatever you already use.

AI that actually works

Practical workflows to take manual, repetitive tasks off your plate.
Magic Data Entry
Convert text, voice, files into transactions
Reports & Exports
Generate financial reports and metrics instantly
Research & Analysis
Get actionable intelligence from your data
Workflow Automations
Complete complex tasks in your background
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Agents in Jaz.

Built in. Always on.

Chat

Meet Clio

Jaz’s native agent, embedded directly in the platform. No setup required.
AI-Powered Assistance
Email

Email Agent

Your tasks can be an email. Send commands from your inbox.
AI-Powered Assistance

Jaz in your agents.

Plug Jaz into whatever you already use.

An Official Claude Connector
Available in Claude Desktop’s connectors directory
Start now
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unlimited transactions
magic bank reconciliations
Full Agent Stack
Use Jaz with Gemini, Copilot, and more.
Install now
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magic bank reconciliationsmagic bank reconciliations
Start for Free
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Do everything
From anywhere

Questions

Clio is designed as a natural extension of Jaz. For external integrations, technology partnerships, or other collaborations reach out anytime.

Access Controls

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Data Assurance

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AI Roadmap

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Integrations

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Patent & IP

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