Claura Assistant

Ask financial questions in natural language and receive structured answers grounded in the active workspace.

Answer planning

The assistant plans the steps needed to answer a question, searches the permitted scope, and streams progress when available.

Responses can contain narrative, result summaries, charts, comparisons, insights, recurring items, evidence, and downloadable workbooks or packages.

Coverage, degraded sources, result quality, zero-result explanations, and evidence references help you judge the answer before acting on it.

CLAURA NOTE

Claura keeps the document, conversation, and decision together—so the next person never has to reconstruct the story.

found in Claura documentation · Financial memory