Clatri
AI agent: money, health, life
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 via Plaid, 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 Plaid 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:
• 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 6d ago
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
Better statement processing
Importing a card or bank statement is sharper: installments are detected and normalized to the real per-installment amount, transfers between your own accounts are recognized, duplicates you don't select stay out of reconciliation, and refunds are handled cleanly. Pending card transactions no longer clutter the summary.
Projects replace expense groups
Sub-entities are gone. Now you tag any income or expense to a Project — a simple category, like contacts — and see the net in one place. If you run a venture under your own tax ID, Projects are the way to organize it.
Password-protected PDFs in chat
Attach a locked PDF and Clatri can unlock it or tell you it's protected, instead of silently failing.
Plus: better time-zone handling and cleaner balance formatting when editing accounts.
1.0.0 Jun 1
Calendar that keeps up
Events you create now appear on the day immediately — no more reopening the day to find what you just added.
Spaces, polished
Smoother navigation across the spaces section and a cleaner page tree.
0.9.9 May 28
Share to Clatri
Send documents, photos or text from any other app straight into Clatri — the iOS share sheet now drops attachments right onto your chat message.
Spaces and pages
Administration opens with a workspace tree. Create a Space for any area of your life — Home, Work, a project — and fill it with block-based pages, boards and reminder lists. Inline cards link pages, boards and lists so your notes hydrate live as you rename things.
iOS 26 Liquid Glass
The navigation bar, popovers and context menus use the new iOS 26 liquid-glass styling natively.
Plug Clatri into Claude, Cursor or Codex
Clatri exposes an MCP server. Generate a token in Settings and any MCP-compatible client can read and write your finances, health, contacts and admin data with the permissions you authorize.
Subscription and account screens refined
Polished paywall, smoother plan management, cleaner encryption setup.
Plus: contact photos load reliably, notifications always appear in front, and fixes across statement imports, recurring payments, contact linking, transaction history and chat widgets.
0.9.4 May 23
Spaces and pages
Administration now opens with a workspace tree. Create a Space for any area of your life — Home, Work, a project — and fill it with block-based pages, boards and reminder lists. Inline cards link pages, boards and lists so your notes hydrate live as you rename things.
iOS 26 Liquid Glass
The navigation bar, popovers and context menus now use the new iOS 26 liquid-glass styling natively.
Plug Clatri into Claude, Cursor or Codex
Clatri now exposes an MCP server. Generate a token in Settings and any MCP-compatible client can read and write your finances, health, contacts and admin data with the permissions you authorize.
Subscription and account screens refined
Polished paywall, smoother plan management, cleaner encryption setup.
Plus: fixes across statement imports, recurring payments, contact linking, transaction history and chat widget hydration.
0.9.3 May 20
Fixed a bug in budgets so your numbers stay accurate. Plus visual polish across the app.
0.9.2 May 14
Connect your US and Canadian banks through Plaid. Transactions sync on their own — no more uploading statements by hand.
Scan any medication with your camera. We render it in 3D so you can check the dose or show it to your doctor.
Upload bank or credit card statements and Clatri reads them: spots duplicates, separates currencies, lets you confirm before anything gets recorded.
Your health data is now encrypted with your own password. Not even we can read it.
New onboarding — faster and clearer. Visual polish across the app.
0.9.1 May 5
Performance improvements and minor bug fixes.
0.8.10 Mar 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.
more Version 2.1.0 6d 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:
Contact Info User Content Identifiers Data Not Linked to You The following data may be collected but it is not linked to your identity:
Health & Fitness Financial Info