Clivio Finance

Stop typing data into Excel.

Your documents contain financial data. Clivio extracts it automatically. Turn invoices and receipts into a real-time dashboard.

RECEIPT
Coffee Shop Inc.
Latte$4.50
Croissant$3.50
TOTAL$8.00
Oct 24, 2023 • 09:41 AM
database_export.csv
Date
Vendor
Category
Amount
2023-10-24
Coffee Shop
Meals
$8.00

One Engine. Two Modes.

Ready for Tax Season

For freelancers and SMBs. Forward every invoice to Clivio. We extract the net amount, VAT/Tax, and vendor details automatically.

Expense Reports
Generate a PDF report of all monthly expenses in one click.
VAT Tracking
Know exactly how much VAT you've collected vs paid.
Net Income (Oct)
$12,450.00
+12% vs Sep
Q4 Overview
Expenses
Taxes
AWS Invoice
Software • Oct 24
$240.00
VAT: $48.00
Client Payment
Income • Oct 22
+$1,500.00

Complete Financial Toolkit

A comprehensive suite of tools built directly into your document workflow.

Overview

Dashboard

Real-time view of your cash flow, recent activity, and key metrics at a glance.

Inbox

Dedicated queue for unprocessed receipts and invoices waiting for approval.

Transactions

Searchable history of every extracted payment with filters for dates and vendors.

Analysis

Budgets

Set monthly limits for categories like "Software" or "Travel" and track progress.

Recurring

Identify subscriptions and regular bills automatically to predict future spend.

Tax & VAT

Track collected vs paid tax. Export compliant reports for your accountant.

Reports

Generate detailed P&L statements and expense breakdowns in PDF or CSV.

Manage

Categories

Custom tags and rules to organize spending exactly how you want it.

Vendors

A directory of all your suppliers and merchants with payment history.

Clients

Track who owes you money and monitor payment status for outgoing invoices.

Take control of your finances.

Whether it's your personal budget or your business expenses, stop doing it manually.

Start for Free