Clatri
Money, health & productivity
Free · In‑App Purchases
Your life shouldn't feel like a second job.
A spreadsheet for money. Another app for tasks. A third for health. Your mind tries to hold it all and drops half along the way.
Clatri is one chat that does the work. You talk, it acts.
"Spent 200 on gas." Recorded.
"Remind me to take my medication every 8 hours." Scheduled.
"Connect my bank." Done — for US and Canadian banks, transactions sync on their own.
Money, in one place
Accounts, cards, expenses, income, debts, savings, investments, budgets. Multi-currency. Upload a bank or credit card statement and Clatri reads it: finds duplicates, separates currencies, only records what you confirm. Or connect your bank and forget about it.
Health that follows you
Conditions, episodes, medications with reminders. Scan any pill with your camera and view it in 3D. Body metrics, menstrual cycle, medical documents — all in one timeline.
Organization that thinks ahead
Tasks with subtasks and recurrence. Habits with streaks. A calendar that includes your scheduled payments and meds, not just events. Notes, bookmarks, trips, life timeline.
Multi-entity
One app for your personal life, your family, your business or your team. Share entities, manage them in parallel, switch contexts in a tap.
Security in layers
Authentication, row-level permissions, AES-256-GCM at rest, your password protects the most sensitive data. Even our servers can't read it.
Your data, yours
Export everything to Excel anytime. No locks, no waiting period.
Premium features like bank connections run on credits, included with your subscription.
Terms: https://clatri.com/terms
more What's new in this version:
• Your tasks can now have multiple assignees, with stacked avatars and filters that count each one.
• The In review status is here, and you can @ mention people or other tasks within the description.
• On your phone, you can now paste screenshots into a task description with the paste button, no keyboard shortcuts needed.
• Reminders open directly to their event or section, and notifications respect your usual time.
• If something fails at startup, you see a clear screen instead of an endless splash.
3.5.0 2d ago
What's new in this version:
• The agent now reads your calendar and recurring payments before responding: if you ask when Apple pays you, it gives you the scheduled date and amount.
• Your projects now show the full picture: cover image, how much you spent or earned, the date range and number of transactions, with the chart above the list and each category expanding when tapped.
• Your bank account details (numbers, keys, addresses) live in the profile, are revealed on tap, copied with one click and shared for transfers.
• Advisors for accounts, cards, debts and investments: photo, role, phone and email one tap away, and you can add a new one without leaving.
• In tasks, filter by person, sort by due date or priority, change the date right in the row and add a cover to each task.
• The chat debuts a simulator with sliders, cards with images and a cleaner palette for everything the agent draws.
3.4.0 5d ago
What's new in this version:
• The agent now reads your calendar and recurring payments before responding: if you ask when Apple pays you, it gives you the scheduled date and amount.
• Your projects now show the full picture: cover image, how much you spent or earned, the date range and number of transactions, with the chart above the list and each category expanding when tapped.
• Your bank account details (numbers, keys, addresses) live in the profile, are revealed on tap, copied with one click and shared for transfers.
• Advisors for accounts, cards, debts and investments: photo, role, phone and email one tap away, and you can add a new one without leaving.
• In tasks, filter by person, sort by due date or priority, change the date right in the row and add a cover to each task.
• The chat debuts a simulator with sliders, cards with images and a cleaner palette for everything the agent draws.
3.3.0 Oct 28
What's new in this version:
• Your card now has a real design based on a photo or screenshot, Wallet style: crop the photo, generate the art, and see it on every card.
• The Vault arrives to group your important documents: monthly views, search, filters, and groups with subgroups.
• Connect your bank via open banking without leaving the chat, with the bank logo and account review right there.
• Settings reorganized by purpose, with a Shortcuts sheet on iPhone to import the template and open the guide.
• Interactive responses are drawn live as they are generated, in the app's style.
• Menus and sheets use iOS 27 glass, and content passes under the bar with a soft blur.
3.2.0 Oct 27
What's new in this version:
• The Vault is here to stay: store and organize your important documents in groups, with a monthly view, search and filters. All in one place.
• Long press a group, a guide card or a place to edit, move or delete it instantly.
• Revamped shortcuts: log a transaction from Apple Pay, a notification, an SMS or an email with a PDF attached, each with its own source.
• Menus and alerts now appear with their glass effect right away, without that brief moment of loose text beforehand.
• The UI is now prettier with liquid glass.
3.1.0 Oct 26
What's new in this version:
• You can now share your location with Clatri so it can guide you wherever you go.
• We've improved the Apple Pay integration.
• The time zone change notice now appears only in the chat, without interrupting other screens.
• You can choose another time zone (or switch back to your phone's) by asking Clatri in the chat.
• Links in the chat (emails, URLs) now appear in the text color with a soft underline, blending in better.
• The statement history shows a preview of the first page of the PDF, the image, or the first frame of the bank video.
• Conversions of old expenses can be reviewed and confirmed from the expense form.
• The live location icon is now an arrow instead of the pin emoji.
3.0.0 Oct 14
What's new in this version:
• You can now see how much each debt costs you day by day, including interest and fees, and when you would pay it off if you keep going this way.
• Loans now include annual rate, term, installments, and an extra payment simulator: see how your term changes if you pay a little more.
• Attach contracts and promissory notes to your debts and accounts, and always have them on hand when you need them.
• Savings are no longer deleted: they are archived and you can reopen them whenever you want.
• Accounts with yield now show how much they generate, with their annual rate.
• Clearer and more consistent screens, with tagged contacts, follow-up notes, and advanced search.
2.9.1 Oct 6
What's new in this version:
• You can now reorder dashboard sections and hide the ones you don't want to see.
• Your contacts, places, and calendar events now store multiple emails, phone numbers, and links, and you can copy them with a single tap.
• The Places section is here: save the spots you want to visit on a trip, with photos, distances, and real travel times.
• Choose which app opens your maps: Google Maps, Apple Maps, or Waze, and Clatri remembers your preference.
• The chat now responds with image searches and shows you the results right inside the conversation.
• Maps and places with a cleaner design, guide cards in the chat, and daily routes in the calendar.
2.8.2 Oct 2
What's new in this version:
• Your invoices and quotes now look like real documents: cards with number, customer, status, and total, with filters by type, status, and dates, plus a search bar.
• The sales PDF has been completely redesigned: logo, your brand color, customer details with tax ID, and a watermark on voided documents.
• You can customize the invoice template per entity: document name, numbering prefix, payment method, signature, and footer.
• The calendar now shows events from other entities you have access to, and remembers which calendars you left visible.
• Tasks assigned to you in other entities appear in your list with a chip showing where they come from, and you get a push notification when a task is assigned to you.
• You can now subscribe to external calendars via iCal URL (Google, Outlook, Apple) and their events show up in your calendar automatically.
2.7.0 Sep 29
What's new in this version:
• You can now upload videos from your banking app (screen recordings) and Clatri extracts the transactions for you.
• Videos are compressed on your iPhone before uploading, so they weigh much less and upload faster.
• Tap any banking video in the chat to view it: a full-screen player opens with play, pause, and a progress bar.
• Statements and transactions are now filtered by type and by source (PDF, image, video, browser capture) from the funnel icon.
• Cash accounts show a money icon instead of a bank logo.
• If a video is too long, we let you know instantly before compressing it, with no pointless waiting.
2.6.3 Sep 23
• Spanish now appears with the Colombian flag, with all of Latin America in mind.
• Tapping a notification now opens the correct workspace directly: your business or your personal account.
• Payment and debt reminders now show when payments are due and how much you owe, with the day written out in full.
• Event reminders now show when events take place (today, tomorrow or the day of the week), so future events do not look like they are happening today.
• When you record audio, the keyboard closes automatically and no longer covers your reply.
• Imports from the extension can now be reviewed as cards in the chat, with the bank logo and one-tap replies.
2.6.2 Sep 22
What's new in this version:
• Your tasks are now organized into boards: filter with chips, switch between list and kanban, and create tasks or boards from the "+" menu.
• Subtasks now appear nested under their main task, with the option to expand and move them, instead of floating loose in the list.
• Long press a board to edit or delete it, and long press your upcoming tasks to open the panel actions.
• Archived credit cards are removed from your lists but keep their full history.
• Medication and event reminders are shown in a clearer, more consistent format.
• Siri can now also send messages, in addition to choosing a profile and running native searches.
2.6.0 Sep 17
What's new in this version:
• Clatri is now ready for iOS 27: the app builds and installs by default on the newest version, so you can take advantage of it from day one.
• You can now ask Siri with AskClatriIntent and get answers in your language, with multilingual snippets included.
• Your transactions and expenses are dated on your actual day, not UTC: what you spend at night no longer shows up as tomorrow.
• Push notifications sound different depending on what happens, with clearer alerts when something is ready.
• Your open documents update on their own after the agent makes changes, with no need to reload.
• Pending invitations are now listed with the name and type of each business, so you know what to expect before accepting.
2.5.0 Sep 12
What's new in this version:
• The assistant now understands your dates better and uses your time zone to record transactions, so everything adds up even when you travel.
• Recurring payments are easier to manage: you can now add a description, confirm before canceling or deleting, and they link better with your transactions.
• When creating expenses and income, you can specify the counterparty type (person, company, government, or nonprofit organization) for better analysis.
• The chat now displays content better: it supports formulas, tables, and rich formatting so responses are clearer.
• We improved the messages when you run out of credits: now we explain how to buy more or keep using the app without them.
• Ask Siri to ask questions to Clatri directly with the new AskClatriIntent, available in multiple languages.
2.4.0 Sep 7
What's New in This Version:
• Improved statement import: you can now review and correct each transaction in more detail, including contacts, projects, and recurring payments.
• Credit card reconciliation is more accurate, avoiding double counts and showing debt projections by currency.
• Manage your cards and accounts more comprehensively: add, edit, and archive accounts, and manage cards from the calendar.
• Export your financial and health information with new options in Settings.
• The assistant now shows a summary of the impact on your balance before confirming changes.
• Interface improvements: more consistent colors, new icons, and a smoother experience throughout the flow.
2.3.2 Aug 30
What's new in this version:
• Organize your transactions with the new sorting screen: group uncategorized and unreviewed items, and let AI help you review the period.
• Import statements more intelligently: multiple instruments in a single PDF are now detected, recurring payments are linked, and clear warnings appear if something doesn't add up.
• Manage your cards and accounts with archive, unarchive, and secure delete actions, with impact confirmation before deletion.
• Add a custom billing day for your budget and adjust the cycle to fit your needs.
• Improvements to the net worth screen: you now see details by currency and card balances more clearly.
• The web version now includes calendar, health, and more settings sections, and the mobile app benefits from the same foundation.
2.1.0 Aug 19
What's new in this version:
• The chat now stays stable while the agent is typing: the view no longer jumps, and you can read the response without losing your place.
• If a response is interrupted, you will see the reason right below the text, so you know what happened even if you come back later.
• We improved error handling when signing in with Google: we now distinguish between cancellation and an actual failure, and we avoid unnecessary sign-outs.
• We added date range suggestions when a data query does not include the required filter, so you can fix it in one go.
• Currency selection now scrolls horizontally, preventing overflow and improving the experience.
• We fixed an issue that caused errors when updating large incomes, and we improved statement reversal with savings accounts.
2.0.2 Aug 11
What's new in this version:
• We improved the home screen and navigation between forms, with a smarter keyboard and faster actions.
• You can now connect your Plaid account directly from the account creation screen, with a clearer process and more helpful error messages.
• We improved subscription management: now you can see how much you save with the annual plan and choose the option that works best for you.
• We optimized statement import for better accuracy, with improved duplicate detection and period verification.
• We fixed several texts and translations so everything is clearer in your language.
1.8.0 Aug 4
What's New in This Version:
• You can now easily reclassify transactions: review and approve suggested account changes to keep your finances accurate.
• We improved the financial summary screen: you can now filter balances by currency and search to find what you need faster.
• Updated translations in many languages so the app feels clearer and more natural, no matter where you are.
• Upcoming payments look better: more space for the name, aligned logos, and clearer dates.
• The app now handles numbers better based on your language: thousand and decimal separators adjust automatically.
1.5.7 Jul 29
What's New in This Version:
• You can now manage your finances with a new chart of accounts system, replacing categories with a more flexible and powerful account plan.
• We improved bank statement imports: we detect duplicates, automatically classify transactions, and guide you through balance reconciliation.
• Added prepaid balance (consumable) feature so you can easily track top-ups, usage, and bonuses.
• You can now create and edit sub-businesses to separate your informal activities, with support for custom icons.
• Implemented reminders and scheduled notifications for calendar events, with multiple alarms per event.
• Improved handling of pending transactions: you can revert income and expenses to pending status and view them in a special section on the dashboard.
1.5.5 Jul 22
What's New in This Version:
• Clatri is now a complete accounting software: we replaced categories with double-entry accrual accounting accounts, giving you full flexibility to manage your personal and business finances.
• We introduced real financial statements: balance sheet, income statement, and cash flow, all automatically calculated from your transactions.
• You can now create your own accounting accounts, classify expenses and income by account, and manage budgets by account instead of by category.
• We improved statement import with smart classification, support for savings accounts, and handling of pending transactions.
• We added informal business management ("ventures"), consumable balances (prepaid), and cash movement reconciliation.
• The interface was updated with a new visual theme, Cupertino-style transitions on all platforms, and redesigned components for a smoother experience.
1.4.0 Jul 14
• Every business can now have its own photo or emoji, and setting up an informal business during onboarding is faster and clearer.
• Password-protected PDFs you share in chat now open on their own using passwords you've already saved.
• You can now log expenses from accounts without a card, with no extra steps.
• When you add a domain, you can link its payment method and renewal date so you never lose track of what's charged each year.
• The app follows your light or dark theme right from the launch screen, with no jarring switch when it opens.
• Smoother settings, a refreshed two-factor setup screen, and privacy improvements.
1.3.2 Jul 9
• Now you can run your small businesses inside Clatri: register each one and tag income, expenses, and sales by business to see what each really brings in.
• When you import statements, Clatri recognizes the savings you keep set aside inside an account and keeps them in sync, with clear alerts to guide you as you review.
• Clatri welcomes you: open the chat to find a greeting and suggested topics to get started, and empty sections now explain what they are for and how to take the first step.
• When Clatri replies, you can open the source behind each figure, with cards and chat bubbles that are easier to read.
• Your financial summary and cash flow show more accurate numbers, taken straight from your own transactions.
• Your contacts and accounts look better, with avatars and a more polished design, and Clatri recognizes your merchants' brands.
• We polished the buttons, cards, splash, and welcome screens, and improved how the emails you forward to Clatri are read.
1.3.0 Jul 6
• Forward emails to Clatri and let it do the rest. Add a rule in your inbox so bank and credit-card statements, medical orders, and receipts arrive and get processed automatically — no more manual uploads.
• Link transactions to contacts: Clatri now suggests likely matches so you can connect them in a tap, just like it already did for subscriptions.
• A refreshed look: a cleaner splash screen, home, and onboarding across the app.
1.2.0 Jun 16
• Fixes a bug when connecting accounts with Plaid open banking
• Fixed minor data-loading issues in chat
1.0.1 Jun 6
What's new in this version:
• Your tasks can now have multiple assignees, with stacked avatars and filters that count each one.
• The In review status is here, and you can @ mention people or other tasks within the description.
• On your phone, you can now paste screenshots into a task description with the paste button, no keyboard shortcuts needed.
• Reminders open directly to their event or section, and notifications respect your usual time.
• If something fails at startup, you see a clear screen instead of an endless splash.
more Version 3.5.0 2d ago
Data Used to Track You The following data may be used to track you across apps and websites owned by other companies:
Data Linked to You The following data may be collected and linked to your identity:
Location Contact Info User Content Identifiers Usage Data Diagnostics Data Not Linked to You The following data may be collected but it is not linked to your identity:
Health & Fitness Financial Info