Artificial intelligenceAI

What the AI does with a document

As soon as a document arrives, the AI reads it and fills in what you would otherwise type. It suggests a title, recognizes the type of document out of 34, writes a two- or three-sentence summary and transcribes the full text, scans included. It adds five to ten tags and records the date, the amount with its currency, the main due date, and the organizations and people mentioned.

After that, it works when you ask: answering a question about one document in the AI chat, translating its text into English, French, German, Spanish or Chinese, or helping you write in Write. Each of these uses one AI action.

Which model, and where it runs

Clivio uses Google’s Gemini API, with the Gemini 2.5 Flash and Gemini Embedding models. The document’s text and images are sent to it, along with your question if you asked one, and the result comes back to your account. That processing happens on Google’s infrastructure, including in the United States, under the European Commission’s Standard Contractual Clauses. Clivio doesn’t sell your data or use it to train a model of its own. The Trust page has the details.

What it doesn’t decide

The AI suggests, and you decide. Anything that comes in from outside waits in “To sort” for your approval, and you can correct the title, type, date and tags, or run the analysis again. A Factur-X invoice isn’t interpreted at all: its data is read straight from the XML inside it. And a calculation across your documents, like a yearly total for one supplier, is done by Clivio on your data rather than by the AI.