Clive

Clive is a financial modeling workspace for FP&A teams building forecasts, reports, and scenarios. It is strongest for finance groups that need shared models connected to business systems. Solo modelers can start with a short trial, but ongoing use requires weighing monthly credit limits against an annual subscription.

Overview

Clive combines a plain-language AI co-builder with a calculation engine that returns the same result for the same inputs. The co-builder assembles editable modeling blocks from descriptions of a model or report, giving finance teams a starting structure without handing over control of the result. Deterministic calculations are a meaningful counterweight to AI-assisted setup: the math does not vary because the model was created with AI.

Financial forecasting and scenario planning are supported across dimensions such as segment, rep type, team, territory, account, industry, location, and region. That range suits teams that need to examine a plan through several organizational or market cuts, though the monthly AI and compute credits make usage volume a practical plan-selection consideration.

Key features

Modeling and collaboration

Real-time multiplayer editing, comments, notifications, and version history make Clive better suited to shared planning than to a lone user who only needs a basic forecast. These tools help teams coordinate work on models and preserve a history of changes; their value depends on whether several people actually participate.

Integrations and refreshes

Clive states that it has more than 50 native connectors across ERP, HRIS, CRM, data, and BI systems, as well as Excel, Google Sheets, and CSV. Teams can schedule integration pulls or refresh data on demand and monitor connection status. That combination can reduce the burden of keeping a connected model current, while teams with unusual systems should confirm that the connectors they need are covered.

The public API and MCP access let connected tools query live model data and perform supported actions. This extends Clive beyond its web workspace for teams building workflows around model data, although the supported actions remain the boundary of what those connections can do.

Security and data handling

Clive states that it holds a SOC 2 Type II attestation and continuously monitors more than 140 controls with Drata. Customer data is encrypted in transit and at rest and hosted in AWS facilities in the USA. The company also 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. These protections will matter to finance teams handling sensitive planning data, though organizations with specific compliance requirements should assess them against their own policies.

Pricing

The Free plan costs nothing and is a one-week trial, not an ongoing free tier. It includes 25 AI credits per month and 100 compute credits per month, enough to assess the workflow but not a durable no-cost option for regular modeling.

Starter costs $224 a month billed annually, with 100 AI credits per month, 2,000 compute credits per month, unlimited users, and unlimited models. It is the entry point for teams that can work within modest monthly allowances; the annual billing commitment and limited credits make it a less comfortable fit for uncertain or heavy use.

Growth costs $960 a 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, making it the more relevant tier for teams that need that report and materially greater usage capacity.

Professional costs $2,000 a month billed annually, with 1,200 AI credits and 25,000 compute credits per month, custom LLMs, and priority support. It is aimed at organizations that need higher quotas or those specific support and model options; the substantial price step is difficult to justify if the lower tiers’ allowances suffice.

Enterprise has custom pricing, custom AI and compute credits, SSO, public API, and premium support. It is the tier for organizations that need tailored capacity or enterprise controls. The public API is included at this level, while the exact price depends on a custom arrangement.

Platforms

Clive runs on the web and offers an API. That covers browser-based planning and programmatic access, but it does not provide a listed native desktop or mobile app.

Who it's for

Clive is a good fit for FP&A and business teams that build shared forecasts, need scenario planning across multiple dimensions, and want model data connected to operational systems. Its collaboration features, connectors, and predictable calculations are more compelling for an active team than for an individual looking for a simple, inexpensive forecasting utility. Smaller teams should first check whether the Starter credit quotas and annual billing suit their expected usage.

Pros and cons

Pros: Editable AI-assembled modeling blocks give teams a faster starting point without obscuring the model structure.

Pros: Deterministic calculations, scenario planning, and broad forecast dimensions support repeatable, multi-angle planning.

Pros: More than 50 stated native connectors, scheduled or on-demand refreshes, and status monitoring support connected models.

Pros: Collaboration features and stated security and data protections address shared finance work and sensitive data concerns.

Cons: The Free plan lasts one week, so it does not provide an ongoing free option.

Cons: Starter begins at $224 a month billed annually, and all published paid tiers have monthly credit caps.

Cons: The web and API platform scope may not suit teams that require a native mobile or desktop app.

Alternatives

For a broader revenue-planning comparison, start with Revenue Planning Software. Workday Adaptive Planning is worth considering if you want a 30-day trial and access across web, desktop, mobile, and API platforms; it has no free plan, and pricing is custom. Choose Salesforce Sales Cloud instead if your priority is a freemium sales platform: its Free Suite is free, billed monthly, with a 10GB/org cap, rather than Clive’s finance modeling focus.

Predict.ai may suit teams seeking a freemium, self-hosted option; 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. ORAGO Planning is another paid planning option with API, self-hosted, web, and Windows platforms. Futureproof may appeal to eligible early-stage companies: its Startup Program costs $200 a month in year one for companies under $200K in ARR or GMV that are accepted into the program.

Pigment offers a 14-day trial with a private workspace, weekly office hours, and no credit card requirement, making it a useful alternative if a longer evaluation period matters. Kepion is a paid alternative spanning API, self-hosted, web, and Windows platforms. Lative is worth a look for sales planning: its Starter plan costs $5,000 a year and covers up to 20 quota-bearing reps, with sales planning, capacity and quota modeling, headcount management, simulations, and productivity features.

Verdict

Choose Clive if your finance team wants collaborative, connected forecasting with scenario planning and deterministic calculations, and can support the annual price and credit quotas. Its AI co-builder and integration breadth give teams a practical route from model setup to shared, refreshed planning. Look elsewhere if you need a lasting free tier, lower-cost monthly commitment, or native desktop and mobile apps.