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How Clatri works

Clatri is an agent: a system that understands your intent, consults your context, and acts within the limits you give it. To do so it leans on domain specialists.

254 different tools in total. Each operates on real data with access controls, entities, shared permissions, and security rules that limit what the agent can see and edit.

The root agent: ClatriAgent​

The orchestrator. It receives your message, understands what you want to do, and decides which specialist should step in. If your request mixes several contexts, it coordinates the response and the final action.

It handles:

  • Entities: your personal, family, professional, or business context.
  • Conversational memory: continuity between messages and prior decisions, queried on demand with buscar_memoria.
  • Product documentation: answers about what Clatri does and how each feature works, queried with buscar_documentacion.
  • Documents and attachments: files you upload for other specialists to analyze.
  • Web search: when you need to verify changing data on the internet.
  • Agent preferences: how you want it to respond and help you.

Finance Expert​

It's Clatri's largest specialist, and not by accident: behind the conversation there's a real accounting system. Everything you record lands in the same place.

  • Chart of accounts — Clatri's only accounting taxonomy. Every expense and income is recorded against an account in the chart, not against a loose label. That's what makes the reports agree with each other instead of telling three different stories. See Chart of accounts
  • Bank accounts multi-currency with balances and movements obtained via bank integration when available, via statements you upload, or via direct entry in chat
  • Cards credit and debit, with per-currency debt on credit cards
  • Expenses and incomes against an account of the Chart of accounts, with receipts, notes and counterpart
  • Accrual accounting — every movement carries two dates: when it was earned or incurred, and when it was collected or paid. That way a single invoice feeds two honest reports instead of forcing you to pick which lie you prefer. See Accrual accounting
  • Canonical reports — Income statement, Cash flow, Balance sheet, Balances by month, To collect and pay. The three financial statements come out of the same ledger: they're the same books seen through three lenses. See Reports
  • To assign — the movements that move money without being income or expense: transfers, debt payments, contributions to savings and investments. You connect them with their real destination so cash doesn't count them twice. See To assign
  • Budgets per account, with the option to roll up sub-accounts under a parent account. See Budgets
  • Balances — prepaid balances (wallet top-ups, a plan, credit bought in advance). Topping up moves cash without being an expense; consuming recognizes the expense without moving cash again. See Balances
  • My businesses and business lines — businesses inside an entity, with their result derived from what you tag to them. See My businesses
  • Projects — group income and expenses of a one-off activity that ends (a trip, an event, a client) and show the net, not just what you spent
  • Sales, invoices and quotes with a catalog of products and services, and optional inventory when you need it
  • Obligations — debts payable and receivable with interest (simple/compound). See Obligations
  • Savings (pockets inside accounts) with goals and transfers
  • Investments — CDs, funds, stocks, crypto, bonds with events (contributions, dividends, withdrawals). See Investments
  • Assets — real estate, vehicles, valuables
  • Transfers between accounts and portfolios
  • Recurring payments for income or expense, like subscriptions, services or periodic charges
  • Web domains with provider, expiration, and renewal cost
  • Counterparts — contacts linked to your transactions ("how much did I spend on mom this month?")
  • Batch logging — you can dictate several transactions at once and the agent registers them all

Statements and bank integration. The same specialist imports bank and card statements: it analyzes the document, cross-checks the movements against what you already have recorded, prepares a guided review and lets you confirm, correct or discard each line before it enters your books. Nothing is recorded behind your back. See Statements and Bank connection.

Health Expert​

Manages your health information with special care around privacy and context:

  • Conditions chronic and lifestyle (diabetes, hypertension, keto diet, fitness program)
  • Episodes — temporary illnesses and flare-ups of chronic conditions
  • Prescriptions and medications with intake times and reminders. Medications always belong to a prescription
  • Medical documents — clinical history, lab results, authorizations
  • Health activities — symptoms, doctor appointments, vaccines, one-off measurements
  • Body metrics — weight, blood pressure, glucose, temperature with historical tracking
  • Menstrual cycle — period logs with predictions, symptoms and flow

When you upload a medical document, it can help you organize it, summarize it, and turn it into useful tracking inside the app.

Administration and productivity Expert​

Your personal administration center with a documentary workspace, kanban boards, lists, and a unified contact directory:

  • Spaces — top-level workspaces (Work, Personal, Content…) with icon, name, and a document-style editable body
  • Pages nested inside a Space (or inside another page), with a block editor: paragraphs, headings, lists, to-dos, quotes, dividers, code, images, tables, and inline cards referencing other pages and boards
  • Boards — kanban view with columns, embeddable inside a page or hanging directly off a Space; cards with drag-and-drop between columns
  • Tasks with status, priority, due date, assignee, and editable description; can live standalone, inside a page, inside a board column, or as a sub-task of another task
  • Habits with customizable frequency (daily, weekly, specific days), streak tracking, and a 12-week GitHub-style contribution grid
  • Calendar with events, alarms, reminders and recurrence
  • Contacts — unified directory shared with Money (the same contact appears as expense counterpart in Money and as task assignee in Administration without duplication)

The Administration agent manages all of the above via chat: creates, edits, moves, and deletes spaces, pages, boards, columns, tasks, lists, reminders, habits, calendar events, and contacts. The UI is still the preferred path when you want to see and manipulate visually (drag-and-drop on boards, the block editor, the habits grid).

The interface​

The app is organized in tabs from the navigation bar or panel:

  • Money — your financial dashboard
  • Administration — personal or corporate productivity (Spaces, pages, boards, tasks, habits, calendar, contacts)
  • Health — health tracking (personal entities only)
  • Settings — configuration, subscription, data export

The chat with Clatri opens fullscreen from the center button. Whichever screen you're on, the agent automatically receives context about what you're looking at — which account is open, which task you're editing, which Space you're browsing — and can act on it without you having to spell it out.

Dashboards​

Each domain has its own dashboard as its main screen.

Money opens with the total balance, which brings two controls at the top. One is the period selector (week, month, year). The other is more interesting: a lens switch between "Earned and spent" — what was incurred in the period, even if you haven't collected or paid it yet — and "In and out" — the money that actually moved. It's accrual accounting put into two phrases, and it explains why an excellent month can feel tight in the account.

Below:

  • Net worth, with its trend
  • Accounts and cards, with their balances and savings pockets
  • My businesses — your businesses and lines within this entity
  • Financial summary — obligations, upcoming payments, assets, investments, Projects, balances
  • Contacts — your frequent counterparts
  • Statistics — headed by "Where your money went", whose View all opens the Chart of accounts
  • Reports — Cash flow, To collect and pay, Income statement, Balances by month and top recurring payments

Sections can be reordered and hidden: the dashboard that works for you isn't the same one that works for someone running three businesses.

The other two:

  • Administration: calendar, Spaces tree, upcoming tasks (Overdue / Today / Tomorrow / This week / Later / No date), Contacts directory, habits with their consistency grid
  • Health: body metrics with history, menstrual cycle tracking, active conditions, recent episodes

Dashboards give you a quick view of your information. You can also record and edit data directly from the UI, but the most comfortable and fastest way to control your data is the chat.

The chat​

You can send:

  • Text — written messages, from simple instructions to complex requests
  • Voice — audio messages the agent transcribes and processes
  • Files — images, PDFs, bank statements, medical documents

The agent replies with text and, when the information warrants, with interactive widgets: cards with key data, tables, task lists, account views, charts. It's not just text — the response adapts to the type of information being shown.

When seeing something helps — a place, a dish, an object, a visual idea — Clatri can search real photos on the web and show them inside the same reply, as a single image or as a gallery. Tapping one opens it large, with its source and a button to open it. It needs app version 2.8.0 or later; it's already available on the web. Each image search spends credits (see Pricing).

Clatri doesn't just converse: it acts. If you ask it to log an expense, organize a task, review a statement or summarize a document, it uses the right specialist and executes that work over your information.

All of this happens with access controls, private storage, and additional protection layers for your most sensitive information. The full explanation is in Security and privacy.