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.
- 1Sign up and verify your email
- 2Connect an integration or upload transactions
- 3Review detected anomalies on your dashboard
Integrations
Connect QuickBooks, NetSuite, Stripe, Plaid, and more. Each integration syncs transactions automatically.
- 1Open Integrations from the sidebar
- 2Choose a provider and follow the connect flow
- 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.
- 1Filter by severity or status on the Anomalies tab
- 2Open an anomaly to see reasoning and source rows
- 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.
- 1Open AI Governance → Settings
- 2Set your auto-approval confidence threshold
- 3Toggle human-approval rules per risk level
Team management
Invite employees with a workspace code and control what each member can see and do.
- 1Settings → Users → Invite user
- 2Share the generated code or link
- 3Assign viewer, analyst, or editor roles — changes apply live
API reference
Programmatic access to anomalies, workflows, and audit events for Enterprise plans.
- 1Generate an API key in Settings → Security
- 2Authenticate with a Bearer token
- 3Full endpoint documentation is provided during Enterprise onboarding
Can't find what you need? Contact support or explore the interactive demo.