Clive

Overview

Clive is a financial modeling workspace for FP&A teams building forecasts, reports, and scenarios. It is best suited to finance teams that need shared models connected to business systems; solo users should weigh its annual commitment against the Free option’s small monthly allowances.

Its central distinction is pairing AI-assisted model construction with a calculation engine that returns the same result for the same inputs. That can make natural-language model setup useful without making the resulting calculations depend on AI output.

Key features

Modeling and collaboration

Users can describe a model or report in plain language, then edit the modeling blocks the AI assembles. This offers a quicker starting point for finance teams, while editable blocks preserve control over the model. Forecasting supports scenario planning and dimensions including segment, rep type, team, territory, account, industry, location, and region—useful for organizations that need to examine performance across several business cuts.

Real-time multiplayer editing, comments, notifications, and version history support shared work. Those tools matter more to teams coordinating forecasts than to an individual modeler who does not need collaborative review.

Connected data and controls

Clive lists more than 50 native connectors spanning ERP, HRIS, CRM, data, and BI systems, as well as Excel, Google Sheets, and CSV. Scheduled pulls and on-demand refreshes, plus integration status monitoring, help teams keep models tied to changing business data. A public API and MCP access let connected tools query live model data and perform supported actions.

Clive states that it holds a SOC 2 Type II attestation and monitors more than 140 controls with Drata. Customer data is encrypted in transit and at rest and hosted in AWS facilities in the USA. Clive says partners and third parties may not use customer data for any purpose, including model training; customers can configure retention, and data is purged after contract termination.

Pricing

Clive has a Free option and paid plans billed annually. Paid pricing starts at $224.00 per month, so the main question is whether the credit allowances and collaboration needs justify an annual commitment.

The Free option is described as a 1-week trial, while the pricing note gives a 7-day trial. Starter is the least expensive paid plan, but its annual billing and monthly credit limits are meaningful trade-offs for teams with variable usage. Growth and Professional raise both allowances substantially; the higher tiers are hard to justify for light modeling use.

Platforms

Clive is available on the web and through an API. That suits browser-based modeling and connected-tool workflows, though the platform range is narrower than a product with dedicated mobile or desktop apps.

Who it's for

Clive is aimed at finance and business teams, from solo modelers to large organizations. It is a strong fit for FP&A groups building forecasts across multiple dimensions and collaborating on shared models, especially when they want to connect operational systems rather than rely on isolated spreadsheets. Solo users with modest needs may find the annual Starter price and plan quotas disproportionate.

Pros and cons

• Pros: Editable AI-assembled modeling blocks can speed model and report setup while leaving users in control.
• Pros: Deterministic calculations give teams consistent outputs for identical inputs.
• Pros: More than 50 connectors, refresh controls, and API/MCP access support connected forecasting workflows.
• Pros: Multiplayer editing and version history suit teams working on shared forecasts.
• Cons: Starter begins at $224.00 per month billed annually, a substantial commitment for a solo modeler or small team still evaluating fit.
• Cons: AI and compute credits are capped monthly on the Free, Starter, Growth, and Professional plans, so unlimited users and models do not mean unlimited usage.
• Cons: The Free option lasts only one week and provides just 25 AI credits/mo and 100 compute credits/mo.

Alternatives

For a wider comparison, see Revenue Planning Software.

• Predict.ai is worth considering when a forever-free tier is more important than Clive’s FP&A-focused modeling setup: its free plan 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 seeking a freemium product with a Free Suite and a Starter Suite priced at $25 a month per user.
• Workday Adaptive Planning is another planning option, with a 30-day trial and apps across web, mobile, and desktop platforms.
• ORAGO Planning is a paid alternative available on web, Windows, API, and self-hosted platforms.
• Kepion is a paid alternative available on web, Windows, API, and self-hosted platforms.
• Xactly Incent is worth a look for readers focused on incentive plans, dashboards, and calculation workflows; its Incent Core includes a calculation engine, plan configuration and administration, performance dashboards, AI assistants, and standard data integration.
• Fintastic is another paid web and API option.
• ModusCPG Scout is another paid web option.

Verdict

Clive is a compelling choice for FP&A teams that need editable AI-assisted model building, consistent calculations, connected data, and shared forecasting workflows in one system. Its strongest case is the combination of collaboration and integrations around a deterministic engine. Look elsewhere if you need a low-cost ongoing plan, cannot accept annual billing, or expect to exceed the monthly credit allowances without moving to a higher tier.