Clivio

An AI binder that reads, titles and files your paperwork

Beginner
Screenshot of Clivio, An AI binder that reads, titles and files your paperwork

What is Clivio?

Clivio is an AI document organizer that reads invoices, contracts, leases and photos, gives each a clear title and summary, tracks due dates and answers questions with quoted passages. A free plan covers 50 documents.

Clivio is a document organizer that reads the files you give it instead of just storing them. Drop in an invoice, a contract, a lease or class notes as a PDF, Word file, spreadsheet or phone photo, and it assigns a readable title, identifies the document type, writes a short summary and picks out dates, amounts and due dates. The document then lands in a smart folder, and a graph shows how documents, organizations, people and tasks connect. In practice the workflow has three steps. Files arrive by drag and drop, by forwarding an email to a personal Clivio address, by photographing a receipt or by importing from Google Drive or Dropbox. Clivio reads and files them, then feeds what it found into a calendar, a task list and a beta finance module that turns receipts into expenses awaiting approval. Retrieval works in plain language: a search such as "insurance this year" replaces guessing a file name, and questions about a lease or a set of slides return an answer that quotes the passage it came from. Files up to 25 MB are accepted, scans and photos included. The audience is people without anyone to do their filing: freelancers, small businesses, students and households. Pro adds AI writing from your own documents, a PDF editor, e-signature, a client portal for collecting paperwork, and read-only access for an accountant. French businesses get specific attention, since Clivio reads the embedded XML of Factur-X e-invoices so amounts and VAT arrive as issued. It states clearly that it is not an accredited e-invoicing platform and only files what such a platform sends. Several free browser tools handle invoice reading, conversion and bulk renaming locally. Compared with Google Drive or Dropbox, which store files, Clivio is closer to an AI-first records tool. Analysis runs through the Google Gemini API, so privacy-minded buyers should read the trust page. Accounts are for one person, so it suits individual use better than shared team workspaces.

How do you use Clivio?

  1. 1Create a free account
    Sign up without a credit card to get the Free plan, which includes 50 documents and 50 AI actions a month.
  2. 2Drop in your first papers
    Drag in a file, forward an email to your Clivio address, photograph a receipt or import a Drive or Dropbox folder. Start with the three papers on your desk.
  3. 3Review the title, summary and dates
    Check the title, document type, summary and extracted due dates, then confirm which deadlines to track in the calendar.
  4. 4Search or ask a question
    Type a phrase like "insurance this year" or ask about a clause in a lease, and read the answer with its quoted source passage.
  5. 5Try the free invoice tools
    Read a Factur-X invoice, convert it to PDF or rename a folder of invoices in bulk, with the file staying on your computer.
  6. 6Compare Free and Pro
    Check the plan details if you need more than 50 documents, AI writing, e-signature or the client portal, and start the 7-day Pro trial if so.

Pros and cons

Pros

  • Reads PDFs, Word files, spreadsheets and phone photos, then titles, summarizes and files them without manual sortingAI
  • Natural-language search and questions return answers that quote the passage they come fromAI
  • Due dates flow into a calendar and tasks, and receipts become expenses awaiting approvalAI
  • Free plan is permanent, not a trial, with reading, search, chat and translation includedAI
  • Free local tools read, convert and rename invoices without uploading the fileAI

Cons

  • Free plan caps storage at 50 documents in total, and the limit does not renew monthlyAI
  • Document content is analyzed through the Google Gemini API, partly in the United StatesAI
  • Single-person accounts only; team plans exist as a waiting list, not a productAI
  • Finance is still in beta, and e-signature, PDF editor and client portal require ProAI
  • Not an accredited e-invoicing platform, so French businesses still need a separate providerAI

How much does Clivio cost?

Free trial

Free is a permanent plan, not a trial. Pro has a 7-day trial that requires a payment method but charges nothing during the trial. A 14-day withdrawal right with full refund also applies.

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Pricing

Free plan at €0 forever with 50 documents in total and 50 AI actions a month. Pro is €14.90 per month (yearly billing gives 2 months free) with 1,000 documents, 500 AI actions and 10 GB. No commitment, cancel anytime.

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Support

Support is by email at contact@clivio.app, with a contact form for team plan requests. A trust page explains how documents are handled.

Integrations

Imports from Google Drive and Dropbox, accepts documents forwarded to a personal email address, and scans photos from a phone. Reads Factur-X, UBL and CII e-invoices. Exports CSV and FEC on Pro.

Features

AI reading, titling and summaries, smart folders, a relationship graph, natural-language search and chat, translation, tasks, calendar, reminders, automations, and a beta finance module. Pro adds AI writing, PDF editor, e-signature and a client portal.

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Frequently asked questions about Clivio

  • How much does Clivio cost?
    Free plan at €0 forever with 50 documents in total and 50 AI actions a month. Pro is €14.90 per month (yearly billing gives 2 months free) with 1,000 documents, 500 AI actions and 10 GB. No commitment, cancel anytime.
  • Does Clivio offer a free trial?
    Free is a permanent plan, not a trial. Pro has a 7-day trial that requires a payment method but charges nothing during the trial. A 14-day withdrawal right with full refund also applies.
  • How do you use Clivio?
    The walkthrough on this page covers 6 steps: 1. Create a free account 2. Drop in your first papers 3. Review the title, summary and dates 4. Search or ask a question 5. Try the free invoice tools 6. Compare Free and Pro.
  • What platforms does Clivio support?
    Clivio is available on Web App.
  • What does Clivio integrate with?
    Imports from Google Drive and Dropbox, accepts documents forwarded to a personal email address, and scans photos from a phone. Reads Factur-X, UBL and CII e-invoices. Exports CSV and FEC on Pro.
  • What are the limitations of Clivio?
    Free plan caps storage at 50 documents in total, and the limit does not renew monthly. Document content is analyzed through the Google Gemini API, partly in the United States. Single-person accounts only; team plans exist as a waiting list, not a product.

Status

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Added10/20/2026

Platforms

Web App

Pricing

FreemiumFree TrialSubscription