Notes + people + money
CleverNote connects every note to the clients, providers, and amounts involved. Ask later and get the answer with the source.
Real question
“How much did I pay Bruno in March, and what was his number?”
You paid Bruno $240 on March 12. The phone number saved with the receipt is (403) 555-0142.
What you save
What gets connected
Notes
Text, photos, voice, email, and PDFs preserve what happened.
People
Clients, providers, and companies get a useful shared history.
Money
Receipts, expenses, and income stay linked to the right note and person.
One practical memory
Good at storing text, but it usually does not build the person's history or add up the money behind it.
Good at names and fields, but the receipt, conversation, and reason for a payment live somewhere else.
Good at totals, but it rarely remembers the agreement, document, provider, or note that explains the number.
Ask what happened, who was involved, and what it cost. The answer comes back with the source.
Your money, added up for you
Every receipt, transfer and bill you drop here becomes an entry with amount, date and category. CleverNote adds it all up and builds your month on its own: what came in, what went out, where it went. You fill in nothing, you just capture.
Connect your bank
On the Pro plan, connect a US or Canadian account and every transaction lands in your dashboard on its own, with amount, date, and category. CleverNote keeps it beside the notes and people that explain it. Read-only connection, via Plaid.
Investments, too
Connect a brokerage and CleverNote reads your holdings straight from the bank connection: total invested and each account, updated on every sync. Read-only, it never places a trade or moves a dollar.
How it works
No setup, no folders, no productivity course. You do three things: capture, ask, and correct. It handles the rest.
1. Capture
Write, photograph, record voice, attach PDFs. The note is usable immediately; AI settles after.
2. Ask
Ask what happened, who was involved, and what it cost. CleverNote crosses the pillars and cites the notes behind the answer.
3. Correct
If AI misreads something, you fix it in one sentence. The product learns without erasing the original.
60 seconds: capture, ask, and get the answer with the source. Turn on the sound for narration.
Frictionless capture
Receipt at the register, idea on the bus, voice memo in the car, a contract PDF. Drop it however it comes. CleverNote reads, classifies, and connects on its own. No folders, no mandatory tags, no ritual.
A conversation with your memory
It's not keyword search or a one-shot question. It's a conversation: pull a thread and follow it. CleverNote anchors the answer in who matters (a person, a provider), cross-references notes, people, and money, and shows which source each answer came from.
Capture from anywhere
A receipt in your inbox, an article in your browser, a PDF on your phone. Send it to CleverNote without opening the app. The browser extension clips a page, a selection, or an image in one click; on your phone, you share from any app; from your inbox, you forward to a personal address and it becomes a note. It all lands in the same archive and becomes searchable text instantly.
Reminder
Renew car insurance: due Friday.
Pulled automatically from the policy photo.
Resurfaced for you
“Recipe app from what's in the fridge”, noted 3 weeks ago.
Brought back because it's worth a second look.
Memory that works on its own
CleverNote doesn't just wait for you to ask. It reads deadlines and commitments in your notes and nudges you at the right time, and brings back the idea that deserved a second look.
Financial plans
CleverNote looks at what came in and went out and builds a budget by category or a savings goal, anchored on what you actually spend. You adjust it in one sentence and it tracks the progress on its own.
Budget
Restaurants: $250 of $800 this month.
Cap suggested by CleverNote from your spending.
Goal
Emergency fund: $12k, on pace to get there.
You save, it counts what's left.
Memory for two
Invite whoever shares life with you: a partner, family, or a business partner. Each one signs in with their own login, but you both see the same corpus and tend it together. Notes, people, and money stay in the same context, and you can always tell who added what.
One memory, three strands
Finance apps lose the context. Notes apps do not add up your spending. CleverNote crosses all three and answers.
CleverNote does the homework
Every note arrives already digested: summarized, linked to the others, and ready to become a question.
Instant summary
Long note, PDF, or transcribed audio: ask for the summary and read the gist in seconds.
Notes that pull each other
Open a note and see the related ones: same person, same expense, same idea.
Suggested questions
Your memory suggests questions it can already answer. Tap a chip and see the answer.
Ask things like
Three strands that meet in one place: notes, people, and money.
Money
People
Ideas
Trust
CleverNote reads your transactions to answer your questions. It never moves money, never offers a loan, never sells your data. The bank connection is read-only, through Plaid, so CleverNote never sees your password. Cancel in one click and export everything. The privacy policy is public and reads in five minutes.
Already live
Full export, total deletion, explicit retention, processor disclosure, and a bilingual app.
How to verify
Built on providers you know
iPhone & Android
The mobile app uses the same memory and API as the web app: photograph a receipt, record a thought, attach a PDF, ask later. Here's a preview of the screens. Android is already live on Google Play; iPhone is still on TestFlight.
The Android app is now live on Google Play. The iPhone app is still in final testing on TestFlight.
Frequently asked
Your practical-life memory. Save a note, receipt, document, or contact, and CleverNote remembers what happened, who was involved, and what it cost, then answers with the source.
No. The bank connection is read-only, through Plaid, so CleverNote only reads your transactions to answer your questions. It never moves money, never lends, and never offers cash advances.
In one click, from your account. You keep access to your data, and you can export everything or delete it whenever you want.
Only the automatic bank connection is US and Canada, through Plaid. Everything else (snapping receipts, asking questions, tracking people and bills) works anywhere.
You don't have to organize first. CleverNote connects notes, people, and money and answers your questions by citing your own sources.
Yes. From your spending and income, the AI builds a budget by category or a savings goal (like an emergency fund), anchored on what you actually spend. You adjust it in one sentence and track the progress in the Plans tab, inside Finances.
Yes. It's 100% cloud with explicit governance: export everything, correct what the AI understood, and delete note by note or your whole account. The privacy policy is public.
Yes. You invite whoever shares life with you (a partner, family, or a business partner) by email. Each one signs in with their own login, but you both see the same corpus and contribute together, and every note, reminder, and expense shows who added it. If the partnership ends, each one keeps a full copy of the corpus, on their own plan.
There's a free plan with 15 notes and 30 questions per month. Plus is US$ 4.99/mo (unlimited) and Pro US$ 7.99/mo (with bank connection), both with a 15-day trial. Your library is never locked.
The Android app is now live on Google Play. The iPhone app is still in final testing on TestFlight. Both use the same memory and the same API as the web app.
Yes. It extracts deadlines and commitments from your notes and reminds you at the right time, and it brings back ideas worth a second look, all in the Alerts tab. Receipts and transactions don't resurface: only what needs attention.
Yes. The conversation keeps its thread: ask the next question without repeating context. And when you ask about a person or provider, the answer anchors to their notes.
Yes. Install the extension on Google Chrome (also Brave and Opera) or Microsoft Edge: one click saves the page, a selection or an image to your archive, or use right-click on the page. In any other browser, a bookmarklet does the same with no install, waiting for you to drag to your bookmarks bar in Settings once you create your free account. On your phone, you share from any app. It all lands in the same place, searchable instantly.
Yes. Every account gets a unique personal address (shown in Privacy inside the app). Forward an email and it becomes a note; attachments (photos, PDFs, audio) come in as media. For safety, only forwards from your own email are accepted; other addresses you forward from can be registered in Account.
You correct it in one sentence and the original is never erased. The product answers the right way from then on.
Pricing
Monthly, no annual commitment. Try everything for 15 days, then stay free, get Plus for unlimited capture, or Pro to connect your bank. Cancel in one click, your library is never locked.
Free
US$ 0
15 notes and 30 questions per month. No card. Your library stays accessible forever.
Start freePlus
PopularUS$ 4.99/mo
Unlimited capture and chat, chat with citations, one-sentence correction, portable export, and total deletion.
Pro · US$ 7.99/mo: everything in Plus and connect your bank (auto-import transactions and net worth).
Get PlusGet started
Save a note, receipt, or contact. CleverNote connects who, what, and how much, then answers with the source.
