What Clivio does

Clivio Inc. is a US-incorporated private company that operates an AI-powered document intelligence platform targeting students, freelancers, and small businesses. The platform uses OCR and large language models to read, understand, categorize, and extract structured data from unstructured documents including PDFs and images, positioning itself as an 'active intelligence layer' on top of user data rather than passive storage like Drive or Dropbox. Universal ingestion is supported through drag-and-drop upload, email forwarding to a dedicated @clivio.in address, mobile scanning, and Public Dropzone links, with outputs including entity extraction, natural language search, chat-with-documents, automatic task detection, and deadline reminders.\n\nThe product architecture consists of a core platform (Clivio Documents) with five integrated modules: Clivio Tasks (auto-generated to-dos from documents), Clivio Finance (expense tracking in Beta), Clivio Write (AI-assisted editor grounded in user documents), Clivio Calendar (deadline and reminder sync), and Clivio Mail (dedicated workflow inbox, Coming Soon). AI capabilities span natural language processing, computer vision, knowledge retrieval, process automation, and generative AI, with multimodal handling of text, image, and structured data outputs.\n\nThe business model is a freemium product-led growth subscription. Tiers are Free (50 documents, 50 AI actions per month), Pro at $14.99/month or $149/year, Pro+ at $29.99/month or $299/year, and Teams at $19.99/user/month or $199/user/year with a three-user minimum and contact-sales onboarding. Self-serve signup at dashboard.clivio.app requires no credit card for the free tier. Data is hosted in the EU and the company maintains a Trust Center for security and privacy commitments. No funding rounds, parent company, or external institutional ownership have been disclosed, and there is no headcount data, indicating an early-stage, likely bootstrapped operating posture.

Name

Clivio

Legal name

Clivio Inc.

Website

https://clivio.app

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Clivio Inc. operates an AI-powered document intelligence platform that uses OCR and large language models to extract, categorize, and make unstructured documents queryable. It targets students, freelancers, and small businesses through a freemium product-led growth subscription model with EU data hosting.

Ownership category

akta.pro rank

Product category

AI Document Intelligence

NAICS

Software Publishers (513210), Web Search Portals and All Other Information Services (519290)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Contract Lifecycle Management (CLM) & Document Generation/Templating (HDAEAGAL)

Keywords

• Document intelligence
• AI document management
• OCR automation
• Intelligent document processing
• AI document extraction

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Marketing or Sales

Revenue model

1. Subscription Revenue: Clivio generates revenue through tiered subscription plans (Free, Pro, Pro+, Teams) with monthly and annual billing options. The revenue model follows a freemium pattern with clear upgrade paths. Annual billing offers significant discounts (approximately 17% savings). The Teams plan is priced per user with volume-based pricing for organizations.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Clivio is an AI-powered document intelligence platform that ingests unstructured files (PDFs, images, receipts, invoices, contracts) and uses OCR combined with Large Language Models to automatically extract entities, dates, and amounts into a structured, queryable database. The platform provides natural language search, automatic task detection, deadline reminders, AI-assisted writing, and finance tracking through integrated modules (Documents, Tasks, Finance, Write, Calendar). It is sold as a SaaS subscription with Free, Pro, Pro+, and Teams tiers targeting freelancers, students, and small businesses.

Product overview

Clivio is an AI-powered document management platform that serves as an active intelligence layer on top of user data. The product architecture consists of a core platform (Clivio Documents) with integrated modules including Clivio Tasks (auto-generated to-do lists), Clivio Finance (expense tracking in Beta), Clivio Write (AI-assisted editor), Clivio Calendar (deadline/reminder sync), and Clivio Mail (dedicated workflow inbox, Coming Soon). The platform uses AI to read, understand, categorize, and extract value from documents automatically, transforming unstructured files into structured, queryable data. Clivio is offered in Free, Pro ($14.99/month), Pro+ ($29.99/month), and Teams ($19.99/user/month) tiers with varying document limits and feature access.

Differentiator

Problem solved

Functional benefit

Brands

• Clivio Documents: Core AI vault for all files
• Clivio Tasks
• Clivio Finance
• Clivio Write
• Clivio Calendar
• Clivio Mail

Quantifiable outcome

• Document retrieval time reduced from potentially days to seconds (e.g., 'Found a 2-year old warranty doc in 10 seconds')

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability9 records

Feature7 records

Scale indicators1 record

Recent moves6 records

Expansion highlights6 records

Direct peers

• Tana: Tana is an AI-native outliner and knowledge management tool that turns unstructured notes into structured, queryable data using supertags and AI. It is directly comparable to Clivio's unstructured-to-structured pipeline and natural-language queries on a personal knowledge base.
• Mem: Mem is an AI-native notes and knowledge management app for individuals and small teams that auto-organizes notes and surfaces them via search. It competes directly with Clivio's 'Second Brain' positioning, freemium model, and AI categorization/extraction of unstructured content for freelancers and SMBs.
• Obsidian: Obsidian is a local-first Markdown knowledge base with bidirectional links, plugins, and AI features (Obsidian Copilot, Smart Connections) for Q&A over personal notes. It targets the same individual power-user and freelancer segment and overlaps in the personal 'second brain' / knowledge graph category.
• Reflect: Reflect is an AI-powered notes app for individuals with bidirectional linking, end-to-end encryption, and AI features including GPT-assisted writing and search. It overlaps directly with Clivio's AI-assisted editor (Clivio Write) and knowledge graph approach for the same freelancer/professional segment.
• DEVONthink: DEVONthink is a document and information manager for macOS/iOS that ingests files, applies OCR, auto-categorizes content with AI, and supports semantic search. It is one of the closest functional analogs to Clivio Documents and directly competes for freelancers and professionals drowning in PDFs and images.

Broad incumbents

• Notion: Notion is a workspace platform with notes, docs, wikis, and increasingly AI features (Notion AI) for search, summarization, and Q&A. The 'switched from Notion + Google Drive' customer quote in Clivio's materials confirms Notion as a direct replacement target for the team knowledge base use case.
• NotebookLM: NotebookLM is Google's AI notebook that ingests uploaded documents and answers natural-language questions with citations. It directly overlaps with Clivio's 'Chat with Data' and document Q&A features, but ships from a large incumbent with broad distribution and is free, putting pricing pressure on Clivio's paid tiers.
• Dropbox: Dropbox is the incumbent file-storage platform Clivio explicitly positions against ('digital attic'). With Dropbox Dash and Dropbox AI, it is adding the same natural-language search and AI document understanding that Clivio sells, leveraging hundreds of millions of existing storage customers as distribution.
• Evernote: Evernote is a long-standing note-taking and document organization app for individuals and small teams, now adding AI-powered search and features. It competes for the same freelancer/student/SMB segment with a mature freemium model that Clivio directly challenges with newer AI capabilities.

Emerging players

• Saner.ai: Saner.ai is an AI-powered second brain for individuals and small teams that ingests scattered notes, files, and links and surfaces them via AI search and chat. It targets the same horizontal freelancer/SMB segment as Clivio with a similar natural-language interface and freemium model, though at smaller scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/getclivioapp
• GitHubgithub.com/clivio
• LinkedInlinkedin.com/company/clivioapp

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Clivio