What’s new in Clivio, month by month

What changed in the app over the past few months, dated and described from the point of view of the people who use it. The most recent changes are at the top.

Last updated Oct 13, 2026By the Clivio team

October 2026

13Oct 2026

ImprovedAccount and navigation

The full navigation is back

We removed focus mode, which hid some sections of the app. Every section is back in the navigation.

12Oct 2026

SecuritySharing

Better-protected sharing

We tightened the security of the links you send to share a document or a folder.

FixedAccount and navigation

More reliable sign-up

We fixed the sign-up flow so that creating an account goes through more reliably.

9Oct 2026

ImprovedAccount and navigation

Redesigned navigation

We rebuilt the app’s navigation, and with it the search, the way sections are grouped and the layout on phones.

ImprovedDocuments

A redesigned “All folders” page

We rebuilt the page that brings all your folders together.

ImprovedSharingPro

A new page for your shared folders

When you share a folder with someone, they now land on a redesigned page.

ImprovedAccount and navigation

Reorganized settings

All 18 settings pages have been redone.

ImprovedWritePro

A reworked Write module

In Write, we reworked the editor, sharing, the AI assistant and the page library.

8Oct 2026

NewTasks and reminders

Administrative obligations

You can add common tax deadlines from the tax calendar to your tasks and get reminders about them. The module also covers proof of payment and the folders that go with each obligation.

ImprovedDocuments

A reorganized document page

We reorganized the page that opens when you click a document.

NewDocuments

Versions, comments and signature requests

A document’s page now holds its versions and comments, and that’s where you send a signature request from. Versions and e-signature are part of Pro.

September 2026

18Sep 2026

NewTasks and reminders

Recurring documents

Does your rent receipt arrive every month and your insurance certificate every year? Tell Clivio. It matches each document when it comes in, and if one is still missing 3 days after the expected date, you get a reminder.

Recurring documents3 tracked

Lumen Hébergement invoiceMonthly · received Oct 1 and matched

Received

Rent receipt, SCI Les TilleulsMonthly · expected Oct 5 · 3-day grace period over

Missing

Liability insurance certificate, Assurances LemoineYearly · expected in January

Upcoming

Fictional example.

10Sep 2026

ImprovedDocuments

Real thumbnails in the library

Every document in the library now shows its real thumbnail, in a more compact grid that fits more on the screen.

ImprovedDocuments

A smoother graph

The graph, which shows the links between your documents, organizations, people and tasks, is easier to move around in.

August 2026

19Aug 2026

NewDocuments

Your own naming rules

Clivio suggests a clear title for each document. You can now set your own naming conventions, or keep the file’s original name.

8Aug 2026

ImprovedTasks and reminders

More flexible reminders

You can give a reminder a priority, make it repeat, choose what time it goes off, and snooze it when the moment isn’t right.

1Aug 2026

ImprovedDocuments

The summary comes first

When you open a document, its summary is the first thing you read.

NewSharing

Anonymized preview before sharing

Before you send a link, you see exactly what the recipient will see, with amounts, IBANs or addresses hidden.

ImprovedDocumentsPro

An improved PDF editor

We improved the PDF editor, the one you use to sign a document, annotate it or add a stamp.

FixedDocuments

Failed imports can be resumed

If a file fails to import, you can pick it up again instead of starting over.

July 2026

25Jul 2026

NewDocuments

Ask a document your questions

Ask a lease when you can give notice, or an invoice when it has to be paid. The answer cites its sources, and the passage it comes from is highlighted in the PDF.

AI chat · Lease_Lilas.pdf1 action per question

When can I give notice?

At any time, with one month’s notice, because the apartment is in a high-demand rental area.p. 2 · article 4 · highlighted passage

Fictional example.

NewDocuments

Word, Excel, CSV and Markdown viewers

A Word document, an Excel spreadsheet, a CSV file or a Markdown note now opens directly in Clivio, without going through another program.

ImprovedDocuments

Hybrid search

Searching your documents now runs on a hybrid engine. You still type what you’re looking for in your own words.

ImprovedAccount and navigation

The AI answers in your language

If your app is set to English, the AI answers you in English, whatever language the document is in.

24Jul 2026

ImprovedAutomations

Automations run on our servers

Your rules now run on our servers, and each run is recorded in a log, so you can check afterwards what a rule did.

NewDocuments

Import from Dropbox

Keep your files in Dropbox? Pick the ones you want, and Clivio imports them and reads them like any other document.

23Jul 2026

NewFinancePro

The “2026 Reform” panel

In Finance › Invoices, a panel shows what share of your invoices already arrives as Factur-X, supplier by supplier. If your business is in France, it tells you which suppliers are ready for the e-invoicing reform.

ImprovedDocuments

A more reliable Factur-X reader

When a Factur-X invoice arrives, Clivio reads the data from the XML file embedded in it. That reading is now more reliable.

ImprovedFinancePro

A richer FEC export

The FEC file, the accounting export French accountants work with, now contains more information.

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