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Truenote

Pulls bank, card, loan and brokerage balances and transactions into a read-only record that AI agents query over MCP or a REST API.

From $12/moActively maintained

FinanceAgentsFor consumers
usetruenote.com ↗
Open usetruenote.comAlternatives
Truenote: data, price, alternatives
At a glancechecked Oct 30, 2026

not read yet

Use

For
Individuals and households who want their bank, tax and budget data readable by their own AI agents.
Price
From $12/mopricing page, read Oct 30, 2026Trial & discounts: free trial
Activity
Actively maintainedrelease 4 days ago · site updated 4 days ago
Company
Zachery Gentry LLC · Domain since 2026 (registered this year)privacy policy · domain registered
How it runs
API
Used for
  • Estimate quarterly tax payments from bank and paystub data
  • Flag bills due in the next two weeks
  • Track savings buckets against goal dates
read off usetruenote.com on Oct 30, 2026
Worth knowingcomputed from what we read · each with its source
Pricingpricing page, read Oct 30, 2026

From $12/mo

Trial & discounts free trial

pricing page

Price Watch: every price change in the Atlas, weekly

The companyeach fact with its source · read Oct 30, 2026
  • Domain since2026domain registered
  • HeadquartersUSper their site
Your datawhat they publish, each line with its page · read Oct 30, 2026

These are Truenote's own statements, read from its pages. We did not audit them. A line that is missing was not found on the pages we read; it does not mean the practice is absent.

How a program reaches itfound, not claimed · read Oct 30, 2026
  • MCP servercom.usetruenote/truenoteverified in the MCP registry
  • Stateanswers, requires sign-inchecked 2026-10-30
  • Address to connectapp.usetruenote.com/mcp
  • API docsusetruenote.com/docs/apithe vendor's page ↗

MCP server details →

This card as JSON, for your agent →

Each line is something a program found when it went looking: the registry entry, the server's own answer, a spec that parses. A missing line means we did not find it, not that it does not exist.

Alternatives in Financeby use, among tools still maintained

Figure and bar: visits/mo, estimate · year: online since

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Questions this page answers
  • What is Truenote?

    Pulls bank, card, loan and brokerage balances and transactions into a read-only record that AI agents query over MCP or a REST API. It is listed in the Atlas under Finance and made by Zachery Gentry LLC.

  • Who is Truenote for?

    Individuals and households who want their bank, tax and budget data readable by their own AI agents.

  • How much does Truenote cost?

    Paid plans start at $12/mo, per Truenote's pricing page on 2026-10-30.

  • Is Truenote free?

    No. Its pricing page showed no free plan on 2026-10-30.

  • Is Truenote still maintained?

    Actively maintained: release 4 days ago · site updated 4 days ago.

  • Who owns Truenote?

    Truenote is run by Zachery Gentry LLC, per its privacy policy (2026-10-30).

  • Does Truenote have a free trial?

    Yes, a free trial, per its pricing page (2026-10-30).

  • What are alternatives to Truenote?

    In Finance, by use: Sequence, PayRent, BankSync, Truthifi, mybankstatementanalysis.

How we read a tool

No votes, no reviews, no vendor claims. Every week a crawler reads each tool's own site and a few public registries, and the words on the card are bands over what it read.

  • Use: visits to the site (estimated), installs from npm and PyPI, presence in Chrome's usage report.
  • Activity: the newest release on GitHub, npm or PyPI; the newest dated page on the site; open roles on a public jobs board.
  • Price: the vendor's own pricing page, read with the date. A figure is printed only when it is on that page.
  • The line and the use cases are written by us from the homepage, one tool at a time, and refused when they repeat the vendor's marketing.

How AI assistants read each site — the reading vendors ask us about — is on each tool's own visibility page.

How we read every tool → · By INITE Atlas Desk