Clive

Clive is an AI-assisted financial modeling workspace for finance and business teams building forecasts, reports, and scenarios. It is strongest for teams that need shared models connected to business data and sliced across multiple dimensions. The trade-off is a small free allowance and a substantial annual commitment for sustained use.

Overview

Clive combines a plain-language AI co-builder with a deterministic calculation engine: the AI assembles editable modeling blocks, while the engine returns the same result for the same inputs. That division makes AI useful for getting a model started without making the math itself variable. Financial forecasting and scenario planning are supported, with forecasts organized by segment, rep type, team, territory, account, industry, location, and region. This range suits teams that need to examine a plan through several business lenses; it may be more structure than a solo modeler needs.

Key features

Modeling and collaboration

Users can describe a model or report in plain language and then edit the blocks the co-builder creates. This can shorten setup while keeping the resulting model editable. Real-time multiplayer editing, comments, notifications, and version history support teams reviewing and revising shared forecasts; those features matter less to someone working alone.

Data connections and access

Clive says it has more than 50 native connectors across ERP, HRIS, CRM, data, and BI systems, alongside Excel, Google Sheets, and CSV. Teams can schedule integration pulls, refresh on demand, and monitor connection status. That combination is useful when forecasts depend on regularly updated operating data, though the value depends on the systems a team needs to connect.

A public API and MCP access support querying live model data and performing supported actions from connected tools. CRM data sync is also supported. This gives teams ways to bring model outputs into connected workflows, rather than limiting access to the modeling workspace.

Security and data handling

Clive states it holds a SOC 2 Type II attestation and continuously monitors more than 140 controls with Drata. Customer data is encrypted at rest and in transit, hosted in AWS facilities in the USA, and may not be used by partners or third parties for any purpose, including model training. Customers can configure retention, and data is purged after contract termination. These controls will matter to teams evaluating where financial data is hosted and how it is handled.

Pricing

The Free plan costs nothing and runs as a 1-week trial. It includes 25 AI credits per month and 100 compute credits per month. That is a useful short evaluation, but the limited monthly quotas make it a poor fit for ongoing modeling work.

Starter costs $224.00 per month, billed annually, and includes 100 AI credits per month, 2,000 compute credits per month, unlimited users, and unlimited models. It is the entry point for a team that needs continuing access and shared models, but the annual billing commitment and credit caps are important constraints. Growth costs $960.00 per month, billed annually, and raises the allowances to 500 AI credits and 10,000 compute credits per month; it also includes the SOC 2 report. It is a better fit for teams whose usage exceeds Starter’s quotas or that need the report.

Professional costs $2,000.00 per month, billed annually, with 1,200 AI credits and 25,000 compute credits per month, custom LLMs, and priority support. It targets heavier users needing those specific options, but is a major price step from Growth. Enterprise has custom pricing and offers custom AI and compute credits, SSO, a public API, and premium support, for organizations needing tailored capacity or those controls.

Platforms

Clive is available on the web and through an API. The API and MCP access can serve connected tools querying live model data or taking supported actions.

Who it's for

Clive is best suited to finance and business teams coordinating forecasts, scenarios, and reports across business dimensions, especially where integrations and collaborative editing are useful. Solo modelers can try the Free plan, but should consider whether its short trial and limited credits are enough to assess their needs before committing annually. Teams seeking a lightweight tool without broad integrations or collaboration may not need Clive’s wider workspace.

Pros and cons

• Pros: Editable AI-generated modeling blocks provide a natural-language starting point without surrendering control of the model.
• Pros: Deterministic calculations, scenario planning, and multiple forecast dimensions support repeatable, multi-angle planning.
• Pros: More than 50 native connectors, scheduled or on-demand refreshes, and collaboration tools suit shared models built on changing business data.
• Cons: The Free plan is a 1-week trial with low monthly AI and compute credits, limiting its usefulness beyond evaluation.
• Cons: Starter begins at $224.00 per month billed annually, while higher plans rise to $960.00 and $2,000.00 per month, making sustained use a significant commitment.
• Cons: Monthly credit quotas remain on the paid plans, so teams need to match their usage to the plan allowance.

Alternatives

For a broader category comparison, see Revenue Planning Software.

• Predict.ai is worth considering if a forever-free plan is more important than Clive’s finance modeling focus: its free tier includes 500 credits per month, one workspace, one seat, one goal per workspace, one shared deployment, and 1 GB of ingestion per month.
• Salesforce Sales Cloud is an alternative for readers comparing a freemium product with a free suite and a $25.00 per month Starter Suite billed monthly per user.
• ORAGO Planning is another paid planning option with API, self-hosted, web, and Windows platforms.
• Fintastic may suit organizations looking for an enterprise subscription with unlimited users and data and support included; pricing is custom.
• Kepion is another paid option, with product information and a demo available through sales.
• ModusCPG Scout is a paid web option for readers willing to book a demo for pricing.
• Pyplan Quota Planning is an alternative for teams comparing a planning product with plans that describe administrator, creator, and collaborator limits.
• Workday Adaptive Planning may be preferable for organizations seeking broad platform coverage, including mobile and desktop, and a 30-day free trial.

Verdict

Choose Clive if your finance or business team needs collaborative, connected forecasting and scenario planning, with editable AI-assisted model building and predictable calculations. Its integration and collaboration breadth are persuasive for shared planning work. Look elsewhere if a short trial and capped credits are not enough to establish fit, or if the annual entry price does not suit your budget.