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.
- Sign up and verify your email
- Connect an integration or upload transactions
- Review detected anomalies on your dashboard
Integrations
Connect QuickBooks, NetSuite, Stripe, Plaid, and more. Each integration syncs transactions automatically.
- Open Integrations from the sidebar
- Choose a provider and follow the connect flow
- Data syncs and anomaly detection runs automatically
Working with anomalies
Every anomaly includes severity, confidence score, and the reasoning behind the flag. Approve, dismiss, or escalate.
- Filter by severity or status on the Anomalies tab
- Open an anomaly to see reasoning and source rows
- Resolve or dismiss with a full audit trail
AI governance
Set a confidence threshold that controls which findings get flagged as high-confidence for priority review.
- Open AI Governance, then Settings
- Set your confidence threshold
- Review which rules are active versus planned
Team management
Invite employees with a workspace code and control what each member can see and do.
- Settings, then Users, then Invite user
- Share the generated code or link
- Assign viewer, analyst, or editor roles; changes apply live
API reference
Programmatic access to anomalies, workflows, and audit events for Enterprise plans.
- Generate an API key in Settings, then Security
- Authenticate with a Bearer token
- Full endpoint documentation is provided during Enterprise onboarding
Can't find what you need? Contact support or explore the interactive demo.