Pluvo Product Guide
Everything you need to connect your data, govern your business context, and generate auditable outputs.
Connect your data
Start in Data and connect the systems your numbers already live in, whether that is your accounting platform, your warehouse, or your CRM. Anything that is not in a connected system can be uploaded directly, as a spreadsheet or as written context such as a policy document.
Let the first sync finish before you move on. Everything else works from this data.
Connecting your data →Approve your definitions in the Library
As Pluvo works with your data, it proposes what things mean: how a metric is calculated, how two tables relate, what a column represents. Your Library is where you confirm or reject those proposals.
Only approved definitions are used to ground answers, so every approval makes your results more consistent and more defensible.
Reviewing your Library →Teach Pluvo how you work
Every finance team has its own conventions. Revenue might mean recognized revenue net of refunds. Intercompany accounts might be excluded from every rollup. In the Library, skills and rules are where you write those conventions down once, instead of restating them in every conversation.
Start with the two or three you find yourself repeating most. Use a rule for anything that must hold for everyone, and a skill for guidance people switch on for themselves.
Writing skills and rules →Ask your first questions
Now you can put it to work. Open the Assistant and ask something in plain language, like a budget versus actuals for last month, or which expense lines are trending over budget.
Click through on any figure to see how it was calculated and where it came from.
Using the Assistant →Turn an answer into an artifact
When an answer is worth keeping, ask the Assistant to build an Artifact: an interactive page built from your data, with the same traceable figures behind every number.
Every version is kept, so you can look back at how it changed and restore an earlier one if you need to.
Building artifacts →Bring your team in
Work is more useful shared. An admin can invite colleagues in Settings, and your work can then be shared with specific people, at view or edit level.
People need to be in your organization before anything can be shared with them, so invitations come first.
Sharing and access →