To try it out
Free
US$0CA$0R$0
Always free
Start building your collection.
- 15 notes per month
- 30 questions per month
- Read your saved collection
- Capture text, photos, audio and PDF
Your everyday life, with context
Save it once.
Find what
matters.
Information, people and commitments in Notes. Spending, plans and net worth in Finance. Connected apps for everyday life, with the source close by.
In your browseriOS and Android
Without signing up you get 5 notes and 10 questions to try it.
Create your account for 7 days of Pro, no card required.
Notes
FinanceHow much did I pay Bruno
to install the filter?
Found in your saved note
$240
Filter installation on September 12, 2026. The answer links back to your original note.
Source saved in Notes“I paid Bruno $240 to install the filter.”Sep 12, 2026 · Illustrative text noteIn CleverNote, you can correct the interpretation.
NotesOriginal noteFinanceExpense with a sourceBoth apps use information from the same space.
Example with illustrative data.
Example with illustrative data.
Choose where to start.
One account. One plan across available products.
CleverNote
Finance
Understand spending, track goals and see your net worth, including crypto, in context.
Web · iOS · AndroidCleverNote
Notes & Reminders
Bring together information, people and commitments. Find it all again with context.
Web · iOS · Android
CleverNote
Home
Documents, lists and commitments for everyday life at home.
In preparationHow it works
Each app, a way to
make your day easier.
Explore the main features. Start with what you need today and take your account with you.
Your money,
all in view.
From everyday spending to the net worth you build. Understand patterns, organize your plans and track what changes.
Spending and insightsIllustrative data
See where your money goes.
↓ Out$2,52638 entries
↑ In+$6,8002 entries
By categoryThis month
🏠Home$1,200
🛒Groceries$680
🍜Restaurants$310
🚗Transport$240
🎬Entertainment$96
Groceries are running 12% above your usual pace.
Compare categories, merchants and spending pace with your history.
Budgets and goalsIllustrative data
Turn an intention into a plan.
Budget · October
Monthly essentials
🛒Groceries$520 / $700
🍜Restaurants$260 / $300
🚗Transport$95 / $250
Goal
🛟Emergency fund$4,500 / $12,000
Organize your budget, track contributions and keep your goals tied to your financial records.
Net worthIllustrative data
Net worthAssets above debts
$148,400
Assets − debts = net worthAssets$186,400
Accounts$18,200
Investments$96,500
Crypto$6,700
Other assets$65,000
Debts−$38,000
Credit cards, loans, and balances owedAccounts, investments, assets and debts organized by currency. Track public wallets and supported crypto positions too.
CryptoPlus and Pro
Coins and protocols.
Part of your net worth.
Coins and tokens
Bitcoin
Ethereum
Solana
BitcoinEthereumSolanaTrack supported positions in protocols:
Aave
Kamino
Orca
HyperliquidAdd your public wallet address to track balances, positions and history. No private key and no moving your assets. Coverage and prices depend on the network and protocol.
Bank connectionsPro feature · Illustrative data
US and CanadaYour supported banks,
closer to your everyday view.
CIBC ••4821Synced 2 min ago · Read only
Connected🛒LoblawsGroceries · today−$84.20
🚗Petro-CanadaTransport · yesterday−$52.10
Examples of supported institutions
WealthsimpleCIBC
BMO
Tangerine
American Express
Canada LifeConnection is optional and depends on the institution. You can also use Finance with your own records, without connecting a bank.
01 · Bring your recordsText, photos, audio or PDF. With Pro, connect supported banks in the US and Canada.
02 · Check the detailsReview amounts, categories and sources. Correct the interpretation when needed.
03 · See the whole pictureSee spending, goals and net worth, each in its own view.
Your information.
The people. Your routine.
Save what happens, connect the people involved and keep track of what comes next. Your notes gain context to stay useful.
Everything you saveReal iOS screenshot in English
However it happens.
Text, photos, audio and PDF. Capture by email and with the Chrome and Edge extension too.
Widgets and shortcuts open capture on iPhone and Android. Appearance and options vary by platform.
Rich linksIllustrative data
Paste the link.
CleverNote even reads the video.
@mayacooks · Oct 2
15-minute lemon pasta
Dinner in 15 minutes with 5 ingredients. Save it for tonight 🍋
Open in Instagram
What CleverNote understood
A lemon pasta recipe from @mayacooks, ready in 15 minutes.
- Pasta, lemon, parmesan, butter and black pepper
- Save a cup of the pasta water for the sauce
- Serves 2
🎙Spoken in the video🖼Written on screen
InstagramYouTubeXAny page
Paste or share a link. CleverNote keeps the caption, cover and creator, reads what is said and written in Instagram and YouTube videos, and summarizes it for you. From X, it keeps the post text. Transcription limits vary by plan.
People and memoryIllustrative data
“What did I agree with Ana?”
Review the proposal before sending the final version.
AnaPerson connected to the note1 note
Source: conversation about the proposal.
Find decisions again in your own words and see the history connected to people.
RemindersReal iOS screenshot in English
Your reminder brings the next step.
Mark it done, snooze for an hour or leave it for tomorrow. The action opens the app and keeps the reminder connected to what you saved.
Demonstration data. Notifications require permission on your device.
Google CalendarIllustrative dataCalendar and reminders,
in one view.
Dental appointmentGoogle Calendar · Created from your note14:00
Send documentsCleverNote reminder18:00
Connect your primary calendar and link notes to events. If you allow it, CleverNote also creates events from your notes when the details are clear; invitations, changes, and deletions require your review. On the web and in the Notes app.
01 · Save what mattersAn idea, a document, a conversation or a web page.
02 · Keep the contextPeople, notes and reminders help you follow through on what you saved.
03 · Find it and follow throughAsk about your notes. Check your calendar and reminders to see what comes next. With your permission, an appointment you note down becomes a Google Calendar event.
Every home has a routine.
Give it a place.
CleverNote Home is in preparation to bring together household documents, lists and commitments, for yourself or to share with a partner.
Bring it together. Keep household documents and records close by.
Keep track. See household tasks and commitments clearly.
Share if you want. Organize everyday life together, with separate accounts.
CleverNote HomePlanned experience
In preparationDocuments, tasks
and household agreements.
Records and documentsOrganize
Lists and commitmentsTrack
Life with a partnerShare
The Home app is not available yet. You can start with Notes or Finance today.
The value is in the connection
From record to answer.
With the source close by.
What you save in Notes can give context to Finance. The apps use information from the same space, each with its own purpose.
01
You save what happened.
“I paid Bruno $240 to install the filter.”
02
CleverNote connects the context.
The service, person and amount stay connected to the record. You can check and correct them.
03
When you need it, just ask.
The answer comes with its source. Open the original note to check.
On your computer and phone
Your CleverNote
goes with you.
Finance and Notes have their own apps for iOS and Android. Use the same account on your phone and in your browser.
Plans
Start free.
Choose more when you need it.
One account, one plan across available products. You do not need a separate subscription for each app.
New accounts: 7 days of Pro, no card required.
To capture and ask more
Plus
US$4.99CA$6.99R$24.90
per month
Billed monthly.Billed monthly.Billed monthly.
- Notes and questions without the Free plan's monthly cap
- Access across available products
- Financial plans to organize goals and budgets
- Supported crypto wallets and protocols
To connect banks
Pro
US$7.99CA$10.99R$39.90
per month
Billed monthly.Billed monthly.Billed monthly.
- Everything in Plus
- Supported banks in the US and Canada
- Optional read-only connection in the Finance app
Free: 15 notes and 30 questions per month. Website prices in US$, CA$, or R$. Annual plans are charged in full once a year; the monthly equivalent is only a reference. In app stores, offers and prices depend on your region and availability in the app. Compare plans in detail ↗
What happens after 7 days?
Your account moves to Free and keeps everything you saved. Choose Plus or Pro to keep the paid features.
How do limits work?
A note is each thing you save, whether text, a photo, audio or PDF. Limits are shared across your CleverNote space. Switching products does not reset the count.
Do I need to connect a bank?
No. You can use Finance with your own records. Connection is an optional read-only Pro feature for supported banks in the US and Canada. See how the connection is protected.
How does Google Calendar work?
In Notes, you connect your primary calendar, see its events next to your reminders, and link notes to them. Event creation stays off until you allow it in Settings > Connected calendars. With permission on, CleverNote creates events from your notes when the details are clear; invitations, changes, and deletions require your review. It works on the web and in the Notes app. You can disconnect anytime, and the copy of your events is deleted.
Do I stay in control of my information?
You can check sources, correct interpretations, export and delete your data. Sharing a space is optional. Read the privacy policy.
Are all products available?
Finance and Notes are available on the web, iOS and Android. Home is in preparation. The same plan covers available products.
Blog
Useful ideas for
everyday life.
Start with what matters today.
Your account goes with you across available products.