AI-powered personal memory

Remember what happened, who was involved, and what it cost.

No card. Capture notes and receipts connected to people, amounts, and sources.

Real question

“How much have I spent on the plumber this year, and what is his number?”

$1,180 across 4 visits. The last one was March 12, $240 to Bruno. The phone number saved with the receipt is (403) 555-0142.

Sources: 4 plumber receipts Source: business-card photo

What you save

  • Notes and conversations
  • Receipts and bills
  • Contacts and providers
  • Photos, voice, email, and PDF

What gets connected

  • What happened
  • Who was involved
  • What came in or went out
  • The source behind each answer

Your money, added up for you

Your receipts become a dashboard. No spreadsheet.

Snap a receipt or say “spent 80 on groceries.” CleverNote extracts the amount, date, and category, adds up the month, and keeps every entry linked to its note and person.

  • Spending, income, and balance without typing
  • Categories and places, largest first
Try it with a receipt
CleverNote Finances Summary: money in and out from bank transactions and notes, monthly pulse, spending by category and top places, with tabs for planning and investments

How it works

Capture. Ask. Correct.

No folders or setup. CleverNote organizes the context afterward.

1 · Capture

Text, photo, voice, email, or PDF arrive exactly as they are.

2 · Ask

Get a natural-language answer that always links back to the source.

3 · Correct

Fix it in one sentence without erasing the original record.

See the whole flow in 60 seconds.

Trust

Read-only. Honest. Yours to leave anytime.

Bank access is optional and read-only. Export everything, correct the AI, or delete any note or your whole account.

Read-only via Plaid No loans, ever Cancel in one click Export or delete anytime

Built on providers you know

Anthropic OpenAI Stripe Resend Plaid full sub-processor list

Frequently asked

FAQ

What is CleverNote? +

Your practical-life memory, money included. Save a note, a receipt, a document, or a contact: CleverNote connects what happened, who was involved, and what it cost, and answers your questions with the source.

Your receipts roll up into the Finances dashboard on their own: spending by category, income, and net worth. On the Pro plan you can connect your bank, so transactions land without typing. Out of that comes a budget or a savings goal anchored on what you actually spend.

How is it different from a regular notes app? +

You don't have to organize first. CleverNote connects notes, people, and money and answers your questions by citing your own sources.

Do I need to be in the US or Canada? +

Only the automatic bank connection is US and Canada, through Plaid. Everything else (snapping receipts, asking questions, tracking people and bills) works anywhere.

Is my data private? +

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.

How much does it cost? +

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.

What if the AI gets something wrong? +

You correct it in one sentence and the original is never erased. The product answers the right way from then on.

Get started

Start your practical-life memory, free.

Save a note, receipt, or contact. CleverNote connects who, what, and how much, then answers with the source.

Free · Plus US$ 4.99/mo No card Export or delete anytime