Does CleverNote see my bank password?

No. The connection runs through Plaid, which handles the bank login. CleverNote only receives transactions and balances, never your password.

Can CleverNote touch my money?

No. The connection is read-only: CleverNote reads to organize your Finances, and never moves, transfers, or pays anything.

What if I already logged the expense by hand?

CleverNote notices. When the bank entry matches what you noted, it merges on its own; when it only looks similar, it suggests and you decide. No duplicates.

For now, banks in the United States and Canada. Banks in Brazil are coming next.

Connect your bank: spending and net worth, no typing

Finance · June 23, 2026

Logging expenses one by one gets old, and your investments live in another app. Now you connect your bank account once: transactions show up on their own in Finances, and your net worth shows up alongside.

How it works

You link your account through Plaid, the same service banks and finance apps use to connect accounts securely. CleverNote never sees your password: Plaid is the one talking to your bank. The connection is read-only, and you disconnect whenever you want.

CleverNote Bank accounts card: connect a US or Canada bank, read-only via Plaid — Connect the account once. Read-only, via Plaid.

Transactions show up on their own

Each entry lands in Finances already organized, marked with its bank of origin, next to the ones you type or pull from receipts. And if you already logged an expense by hand, CleverNote won’t duplicate it: when it’s the same transaction it merges, when it only looks similar it suggests and you decide.

And your net worth too

If the account holds investments, they show up in Investments: each account’s balance (like an RESP or TFSA) and its holdings, every time it syncs. All in one place, next to your financial memory, and you can ask about it in chat whenever you want.

Read-only, in your control

The connection is read-only: CleverNote reads to organize, and never moves money. You disconnect whenever you want, and disconnecting takes that bank’s data with it.

For now, US and Canada

The connection covers banks in the United States and Canada right now. Banks in Brazil are coming next, we are already working on it.

Connecting a bank is part of the full plan.

Frequently asked questions

Does CleverNote see my bank password?: No. The connection runs through Plaid, which handles the bank login. CleverNote only receives transactions and balances, never your password.
Can CleverNote touch my money?: No. The connection is read-only: CleverNote reads to organize your Finances, and never moves, transfers, or pays anything.
What if I already logged the expense by hand?: CleverNote notices. When the bank entry matches what you noted, it merges on its own; when it only looks similar, it suggests and you decide. No duplicates.
Which banks work?: For now, banks in the United States and Canada. Banks in Brazil are coming next.

Ready to try? CleverNote is free to start, no credit card required.

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