Magic-link authentication: no password, no risk
CleverNote doesn't use passwords. Each access is authenticated by a unique link sent by email, valid for 15 minutes. More secure, less friction.
CleverNote Blog
Practical guides for every CleverNote feature, multimodal capture, semantic search, chat with your memory, finance tracking and more.
Free vs paid plan in CleverNote: what's included
The free plan allows 30 notes and 30 questions per month. The paid plan at $4.97/month is unlimited. See what each includes.
Your data, your rules: privacy, export and deletion in CleverNote
Export your entire archive in a portable format or permanently delete everything with one click. Native LGPD and GDPR compliance, no manual process.
CleverNote on iPhone: complete iOS app guide
Everything you need to know to use CleverNote on iPhone: installation, authentication, camera capture, share sheet and push notifications.
Recurring reminders and events in CleverNote
Set up repeating reminders: daily, weekly (one or several days), and monthly. CleverNote uses RFC 5545 patterns with timezone support and multiple days of the week.
Correct AI in one sentence and it learns
CleverNote lets you correct any wrong extraction in natural language. Say 'the correct amount is $50' and the AI applies and learns.
Resurfacing: forgotten ideas that come back at the right time
CleverNote proactively resurfaces relevant notes you captured but forgot. AI filters: only ideas resurface, never receipts or logs.
AI-generated financial plans and budgets in CleverNote
CleverNote creates monthly budgets and savings goals automatically based on your history. Available on the paid plan.
How to process bank statements with AI in CleverNote
Capture a statement as a normal note (photo or PDF) and CleverNote extracts every transaction in background processing, preventing repeats between overlapping statements.
Finance dashboard: understand your expenses and income at a glance
CleverNote automatically consolidates expenses and income captured from receipts, photos and statements. See the monthly summary, evolution chart and top expenses.
TL;DR and suggested questions: summarize and explore your notes with AI
CleverNote automatically generates a TL;DR summary and suggested questions for each note. Understand the essentials in seconds and explore with one click.
Related notes: connections you didn't know you had
CleverNote automatically shows which notes are related by meaning. Find forgotten context about a topic exactly when you need it.
Reminders extracted automatically from your notes
Write 'renew insurance on July 15th' and CleverNote creates the reminder by itself. No opening a calendar app, no extra steps.
How CleverNote extracts people and service providers
Every note that mentions a person or company automatically creates a record in People & Services. No form, no manual CRM entry.
Ask questions about specific people and service providers
Ask about a specific person or company and CleverNote automatically filters the relevant notes. No need to type the exact name.
Multi-turn chat: continuous conversations without losing context
CleverNote maintains context across multiple messages. Ask, refine and dig deeper without repeating information.
Chat with your memory: answers with cited sources
Ask natural language questions about your notes and get answers with clickable citations. CleverNote uses agentic AI to cross money, people and ideas.
Semantic search: find notes by meaning, not by keyword
CleverNote uses vector embeddings to find notes by what they mean, not what they literally say. Search 'client meeting' and find 'partner call'.
How to forward emails to CleverNote
Every account gets a personal @in.clevernote.net address. Forward any email and it becomes an automatic note with attachments included.
How to use the CleverNote Web Clipper
Save any page or excerpt from the web directly to CleverNote with one click. Install the extension, connect your account and capture without leaving your browser.
Receipt photo: how CleverNote extracts expenses automatically
Take a photo of any receipt and CleverNote extracts amount, date, merchant and category automatically. No typing, no spreadsheet.
How to capture text, photos, audio and PDFs in CleverNote
Learn how to capture any type of content in CleverNote: typed text, document photos, voice notes and PDF files. AI organizes everything automatically.