How It Works

From document chaos
to organized clarity

Clivio turns your scattered files into a searchable, actionable system. Here's how the magic happens.

1
Upload
2
AI Processes
3
Take Action
1
Step One

Get your documents in

We've built multiple ways to get files into Clivio — because the best system is the one you actually use.

Drag & Drop

Drop files directly into the app. PDFs, images, scans — we handle it all.

Email Forward

Forward invoices to you@inbox.clivio.app

Mobile Scan

Snap a photo. Auto edge-detection creates a clean PDF instantly.

Public Dropzone

Share a link. Clients upload directly to your workspace.

invoice.pdf
contract.pdf
receipt.jpg
Clivio Inbox
Files ready for processing
3 new
2
Step Two

AI reads and extracts

Within seconds, our AI scans your document, understands what it is, and pulls out all the important information.

AMOUNT
DATE
AI is processing...
Extracted Data
Document Type
Invoice
Amount
€2,450.00
Due Date
December 31, 2025
Vendor
Acme Corporation
Auto-Tags
#software#Q4#recurring
3
Step Three

Take action on your data

Now that your documents are structured, you can search, track finances, set reminders, and automate workflows.

Smart Search

Ask in plain English. "Invoices from Acme over €1,000" — instant results.

contracts expiring this month3 results

Finance Inbox

Receipts become transactions. Approve with one click. Track spending automatically.

AWS Invoice
€156.00

Chat with Documents

Ask questions about any document. "What's the cancellation policy?"

What's the payment term?
Net 30 days from invoice date.

Smart Folders

Create rules. Documents organize themselves automatically.

📁
Tax 2025
47 docs
📁
High Value
12 docs

Deadline Alerts

AI finds deadlines in your docs. You get reminded before they pass.

3 DAYS
Contract renewal due

Automations

If invoice > €500, notify Slack. If contract expires, create task. You set the rules.

WHENamount > €500THENtag #review
The Continuous Loop

It never stops working

Every new document feeds the system. Your organization gets smarter over time.

New document
AI processes
Data extracted
Actions triggered
98%
Extraction accuracy
<3s
Processing time
5h+
Saved per week

Ready to get organized?

Start with 50 free documents. No credit card required. See the magic for yourself.