Documentation

Learn Ventura

Everything you need to set up your workspace, connect data, and put AI-powered financial intelligence to work.

Getting started

Create your workspace, connect a data source or upload a file, and see your first anomaly report in minutes.

  1. 1Sign up and verify your email
  2. 2Connect an integration or upload transactions
  3. 3Review detected anomalies on your dashboard

Integrations

Connect QuickBooks, NetSuite, Stripe, Plaid, and more. Each integration syncs transactions automatically.

  1. 1Open Integrations from the sidebar
  2. 2Choose a provider and follow the connect flow
  3. 3Data syncs and anomaly detection runs automatically

Working with anomalies

Every anomaly includes severity, confidence score, and the AI's reasoning. Approve, dismiss, or escalate.

  1. 1Filter by severity or status on the Anomalies tab
  2. 2Open an anomaly to see reasoning and source rows
  3. 3Resolve or dismiss with a full audit trail

AI governance

Set confidence thresholds and approval rules that control what the AI may do without a human sign-off.

  1. 1Open AI Governance → Settings
  2. 2Set your auto-approval confidence threshold
  3. 3Toggle human-approval rules per risk level

Team management

Invite employees with a workspace code and control what each member can see and do.

  1. 1Settings → Users → Invite user
  2. 2Share the generated code or link
  3. 3Assign viewer, analyst, or editor roles — changes apply live

API reference

Programmatic access to anomalies, workflows, and audit events for Enterprise plans.

  1. 1Generate an API key in Settings → Security
  2. 2Authenticate with a Bearer token
  3. 3Full endpoint documentation is provided during Enterprise onboarding

Can't find what you need? Contact support or explore the interactive demo.