Read-only bank statement analysis. PDFs are analysed for discovery and never stored.

For families, executors, and financial caretakers

field·note — a living record of what your family may need later.

Find the digital estate your family would otherwise miss.

FieldNote finds accounts, subscriptions, and emergency access details from your financial records, then turns them into a living handoff your family can use when it matters.

Try the demo Buy now
Continuous discovery Emergency access handoff Lives in your existing tools
How it works

A living record for the details families usually miss.

FieldNote turns scattered financial accounts, subscriptions, digital assets, and access notes into a record that can actually be used when someone needs to step in.