Connect your bank: spending and net worth, no typing
Link your US or Canada account via Plaid: transactions land in Finances on their own and your investments show up in Investments. Read-only, disconnect whenever you want.
CleverNote Blog
Practical guides for every CleverNote feature, multimodal capture, semantic search, chat with your memory, finance tracking and more.
Stacks: gather a project's notes, your way
Stacks let you hand-gather the notes of a project of yours, a trip, a renovation, a gift list. CleverNote names it, you decide the rest.
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.
Does it fit your budget? CleverNote now answers with real math
The "Worth it?" panel tells you if a goal fits your month, compares saving up with financing, and converts currencies at today's rate. Real math, the AI only explains.
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.
CleverNote now spots time series and draws the curve for you
Jot a number your own way, repeat it a few times, and CleverNote detects the time series and generates the trend chart automatically. No spreadsheet, no setup. And now with a look that does it justice: current value, how much it moved, and the whole curve.
Save from the web: clip pages into CleverNote with one click
Save any page or excerpt to CleverNote straight from your bookmarks bar, nothing to install. CleverNote enriches it and links it to your archive.
Your notes now extract deadlines, commitments and metrics
From the same capture, CleverNote now pulls three new things: deadlines that cost you money if you forget, who owes what between you and your contacts, and the numbers you repeat turning into a chart. All fixable in one sentence.
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.
Just talk, CleverNote keeps it: the chat now becomes real memory
Talk to CleverNote the way you think and it saves what you said as a note, with the expense, person, and reminder extracted for you. Then ask in plain language and get the answer with the source.
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.
People & Services became a CRM of your memory
CleverNote's contacts screen now acts: call, email or WhatsApp in one tap, filter and search by meaning, and see the facts about each person or company synthesized by AI and fixable in one sentence.
Magic-link authentication: no password, no risk
CleverNote doesn't use passwords. Each access is authenticated by a unique link or a 6-digit code sent by email, valid for 15 minutes. More secure, less friction.
Free vs paid plan in CleverNote: what's included
The free plan allows 30 notes and 30 questions per month. Paid has two tiers: Plus $4.99/month (unlimited) and Pro $7.99/month (with bank connection). 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.
Recurring goals: invest or save a set amount every month, with automatic reset
Create goals that renew each period (weekly, monthly, or yearly). CleverNote also finds the period's contributions in your history and lets you confirm which ones count.
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.