Clivio

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Clivio is an AI-powered document management tool that extracts key information from files, organizes them, and turns them into actionable data. It helps users manage documents, finances, and tasks with AI assistance.

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At a glance

Pricing

Freemium · Paid · Enterprise

Free tier

Yes

API

Skill level

Non-technical

About

What is Clivio?

Clivio is an AI-powered document and finance management platform designed to transform digital storage into a 'Second Brain'. Unlike passive cloud storage, Clivio actively reads documents, automatically extracts key information like dates, amounts, vendors, and deadlines, and converts them into searchable, actionable data. It offers features like AI analysis, smart categories, document translation, chat with documents, and auto-generated to-do lists from documents. Users can also track expenses with the Finance module, edit PDFs, and use AI for writing assistance. Clivio supports various input methods including drag-and-drop, mobile scanning, email forwarding, and a customizable Dropzone.

Best used for

Ideal for freelancers and small businesses who need to automate administrative tasks, track invoices and expenses, and centralize team knowledge. Especially valuable for turning document graveyards into an organized, searchable 'Second Brain' with AI assistance.

Common actions

manage documents

extract data

organize finances

automate tasks

edit PDFs

Capabilities

Key features

AI document analysis
Chat with documents
Finance module
PDF editing
AI writing assistant
Task capture zone
Document translation

Target Audience

freelancerstartup founderux designerwriter

Integrations

gmailoutlook

Pricing & Plans

Freemium · Paid · Enterprise · Starting at USD 10.00

Freemium. Paid options from $10/month.

FAQs

What happens if I exceed my document limit on Clivio?

If you reach your document limit, you can still access and search existing documents. However, you won't be able to upload new ones until you upgrade your plan or the next billing month begins. Clivio will notify you when you are close to your limit.

Does Clivio offer a mobile application for document scanning?

Clivio works effectively on mobile browsers with a responsive design. It also includes a built-in mobile document scanner with automatic edge detection, allowing you to capture receipts or documents and instantly create clean, searchable PDFs.

How does Clivio's Finance module differ from traditional accounting software?

Clivio's Finance module acts as a 'pre-accounting' tool, automating the collection, extraction, and categorization of receipts and invoices from your documents. You can then export this clean data to accounting software like QuickBooks or Xero, or to Excel, for final accounting.

Can I get a student discount for Clivio?

Yes, Clivio offers a 50% discount on the Pro plan for students and educators. To apply for this discount, you need to contact their support team with a valid .edu email address.

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Research & Education › Knowledge Management

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