The paperwork that piles up in a small business.
It comes in by email, by mail or from your clients. Whether it’s a PDF, a Word or Excel file or a photo, it all ends up in the same place.
| Category | Examples | What Clivio picks up | What happens next |
|---|---|---|---|
| Suppliers | Invoices, quotes, purchase orders, subscriptions | Invoice number, amounts before and after VAT, line items, due date | A folder for each supplier, the due date on your calendar, an entry in Finance Pro |
| Insurance | Liability, business premises, company vehicles | Insurer, amount, main due date | The renewal date on your calendar, and a “keep or cancel” task you add in one line |
| Contracts | Commercial lease, maintenance, service providers | Parties, dates, amounts | Up to ten dated deadlines suggested as tasks, when you ask |
| Receipts | Receipts, expense reports, bank statements | Amount, date, vendor | An entry to approve, linked to its transaction Pro |
| Client documents | ID documents, certificates, signed quotes | Type, validity, name, age, readability | Approved, set aside for review or rejected, then filed with your documents Pro |
| Admin | Company registration, social security certificates, tax notices | Organization, date, full text | Found with a quick search, whatever the file format |
What changes for whoever handles the admin.
Supplier invoices you don’t have to retype
Have your invoices forwarded to your Clivio address, or drag them into the window. Each one is read and filed in that supplier’s folder. If it comes from outside, it waits for your OK first.
A “when, if, then” rule can then add a tag, create a task or send you an email. When you need a total, ask for it. The sum is calculated from your invoices and doesn’t use an AI action.
Three automations on the Free plan, unlimited on Pro.
How much did we pay Lumen Hébergement in 2026?
€288.00 including VAT, across 10 invoices, of which €48.00 is VAT.Calculated from your invoices · 0 AI actions
Contract dates go on the calendar
The main due date of every document goes on the calendar. On a contract, the “Extract obligations” button goes further and suggests payment, renewal or termination dates as tasks, linked to the document.
An email warns you 7, 3 or 1 day ahead, at 8 AM, depending on your settings, and a summary arrives every Monday. If your business is in France, common tax deadlines can be added as tasks too.
You can also track a document that comes back every month, like a subscription invoice. If it hasn’t arrived three days after the expected date, Clivio lets you know.
Client documents, already checked Pro
The client portal sets up a folder for each client, from a template or from your own list of up to thirty documents. Your client gets a private link that’s valid for 30 days.
With each upload, Clivio checks that it’s the right document, in the right name, readable, still valid and recent enough. Depending on your settings, it’s approved, set aside for you to review, or rejected. It’s then filed with your documents, and you get a notification.
Private link sent Oct 8, valid for 30 days.
Finance and the Accountant portal Pro beta
With Finance, each invoice or receipt Clivio reads becomes a pre-filled entry that you approve one by one or in bulk. Invite your accountant to the Accountant portal, where they can view your receipts read-only whenever they need to.
- CSV and FEC exports, with XLSX and PDF coming soon
- VAT tracking if you’re VAT-registered, and bank statement import
- Each transaction stays linked to its document
E-invoices and paper invoices end up in the same place.
Some suppliers email a PDF, others still mail paper, and a growing number send e-invoices in Factur-X, ZUGFeRD or UBL. When an invoice carries structured data, Clivio reads that data directly and marks the invoice “Factur-X certified data”.
Clivio files and reads your e-invoices. It doesn’t send invoices for you or pass anything on to the tax authorities. Open a Factur-X file with our free reader
E-invoices are read from their embedded data, PDFs and scans from the page itself.
Fictional example.
What already works when there’s more than one of you.
You stay in charge, others send you files.
The Clivio account is in your name. Colleagues and clients send you their documents without needing one. If you want a workspace shared between colleagues, join the Team plan waitlist and tell us what you’d need.
Join the Team plan waitlistYou invite them to the Accountant portal, where they see everything read-only Pro
They upload a file to your drop page, or email it to your Clivio address if you’ve added them to your allowed senders. Everything lands in “To sort”.
A document goes out through a link valid from 1 hour to 7 days, with the amounts or the IBAN hidden if you want. A whole folder can be protected with a password Pro
What small business owners ask us
Can several people use the same workspace?
No, a Clivio account is for one person. Colleagues can still send you their documents without an account, and your accountant can view your receipts read-only. For a shared workspace, join the Team plan waitlist by emailing us.
We’re in France. Does Clivio replace our e-invoicing platform?
No. French businesses have had to receive e-invoices through an approved platform since Sep 1, 2026, and small businesses will issue them the same way from Sep 1, 2027. Clivio files what that platform sends you, along with everything else.
How many documents can we keep?
50 in total on the Free plan, which is enough to try Clivio on your first invoices. Pro keeps 1,000, with 10 GB of storage and 500 AI actions a month, for €14.90/month or €149/year.
Where is our data processed?
On Google Cloud, encrypted in transit and at rest. Part of the processing, including analysis through the Google Gemini API, takes place in the United States under standard contractual clauses. Clivio doesn’t sell your data. You’ll find the details on the Trust page.
Can we get all our data back?
Yes, at any time. From the settings, you download a ZIP archive with all your files and data.
Does our accountant have to change tools?
No. They view your receipts in the Accountant portal, or you send them an export, as CSV or as FEC for French accounting software.
Read next
Start with one month of supplier invoices.
Forward them to your Clivio address and watch the folders fill up, amounts and due dates included. The Free plan goes up to 50 documents.