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 with Skills
Every finance team has its own conventions. Revenue might mean recognized revenue net of refunds. Intercompany accounts might be excluded from every rollup. Skills are where you write those rules down once, instead of restating them in every conversation.
Start with the two or three rules you find yourself repeating most, and add more as they come up.
Writing skills →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 a report
When an answer is worth keeping, ask the Assistant to build a Report. You choose the audience and the sections, and it writes the document with the same traceable figures behind every number.
Publish it when the numbers are settled. Publishing pins the version other people see, so you can keep editing without anyone reading a half-finished draft.
Building reports →Bring your team in
Work is more useful shared. An admin can invite colleagues in Settings, and any report 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 →