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SideNote Pro

SideNote Pro is a Windows 11 sidebar AI assistant that docks beside any open application, eliminating the context-switch cost of opening a separate AI tool.

SideNote Pro is a Windows 11 sidebar AI assistant, priced at $349/month on the Business plan, integrating with OpenAI, Ollama, LM Studio, and Stripe. InnovaAI scores it 5.2/10 for agency resale.

Consider5.2/10
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Agency Audit

SideNote Pro is a Windows 11 sidebar AI assistant that connects to your own API provider (OpenAI, Ollama, LM Studio) rather than bundling AI subscriptions, keeping conversation history and document analysis local to the machine. Agencies should consider it if their teams already pay for AI provider subscriptions and want to reduce context-switching costs without adding another SaaS bill. It's strongest for Windows-based technical staff handling sensitive client work, since all prompts stay on-device and you control the AI provider. The 30-day free trial and one-time $49 purchase price make testing low-risk, but resale potential is limited because clients need their own API keys and Windows 11 machines.

ConsiderNo WLTiered
Fit

5.2/10

Typical Margin

24%

Time-to-Value

2d 1-2 days

Complexity
Low
Consider
Fit52
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Best For
  • Your agency runs on Windows 11 and your team already pays for OpenAI or Ollama subscriptions, so you can avoid duplicate AI licensing costs.
  • You handle sensitive client documents (contracts, financial records, strategy docs) and need local processing without cloud relay of prompts.
  • You want to reduce AI tool sprawl by consolidating text summarization, document analysis, and screenshot queries into one sidebar without switching windows.
Not For
  • Your agency or clients use Mac or Linux machines; SideNote Pro is Windows 11 native only.
  • You need multi-tenant client reporting or white-labeled portals; no white-label program is documented.
  • Your clients expect a managed AI service with no API key setup; SideNote Pro requires BYOK (Bring Your Own Key) configuration.

Profit Path

Your Cost (USD)

$349/mo

Market Range

$1.5K–$4K/project

Revenue Model

Monthly Recurring

Planning benchmark at United States price levels. Not a measured market survey.

Platform Features

Core capabilities of SideNote Pro

Dock beside any Windows app

SideNote Pro anchors to the edge of your screen and summons via Ctrl+Shift+Space without replacing the active window. Agencies can keep it open in Photoshop, Word, or a browser while working, eliminating the context-switch cost of opening a separate AI tab.

Bring Your Own Key (BYOK) provider connection

Connect your own OpenAI, Ollama, or LM Studio API credentials so requests go directly from your machine to your provider endpoint. BediniLabs does not relay prompts, keeping sensitive client work off third-party servers and letting agencies reuse existing AI subscriptions.

Local document and folder indexing

Upload or index local folders containing PDF, DOCX, TXT, and Markdown files, then query them with source attribution. Agencies can analyze client contracts, proposals, or knowledge bases without uploading to cloud storage.

Screenshot and image capture

Capture part of the screen or attach images directly in the chat panel, then ask the AI to analyze or explain the content. Useful for design feedback, UI/UX review, or troubleshooting visual issues without leaving the application.

Selected-text actions

Highlight text in any Windows app and trigger rewrite, summarize, translate, or explain actions from the SideNote Pro panel. Reduces copy-paste friction for copywriting, content localization, and technical documentation tasks.

Local conversation history and export

All chat threads stay on your machine and can be exported, so agencies retain full control over client conversation records without relying on cloud backup or vendor data retention policies.

What Makes SideNote Pro Different

Unique advantages vs similar tools in this niche

Docked panel eliminates context switching by staying beside your current application

vs ChatGPT or Claude web interfaces that require switching tabs or windows

Press Ctrl+Shift+Space from anywhere in Windows to summon the assistant without leaving your work.

Bring-your-own-key model with no bundled AI usage or markup

vs Subscription AI tools that bundle credits and charge a recurring fee

The application ships with no AI credentials of its own; you configure a provider profile and requests go directly to your endpoint.

Local folder indexing sends only relevant excerpts to the AI provider

vs Uploading entire folders or documents to cloud AI services

Local search picks the passages that matter, and only those excerpts go into the request, with sources kept attached.

Latest Updates

Recent releases and improvements for SideNote Pro

Version 1.11

Improvement

Smoother streaming, better image pasting, and small UI fixes including scroll during AI response generation, local PNG conversion for pasted screenshots, right-click paste for text and images, and fixed horizontal scrollbars on wide code blocks.

Version 1.10

New

Faster, simpler first-time AI setup with guided OpenAI quick setup, automatic configuration of endpoint and model, connection validation, and improved error handling with clearer messages.

Version 1.9

New

Reusable system prompt profiles and safer Settings editing, including create/duplicate/rename/edit/delete profiles, default profile selection, unsaved changes prompt, and restored appearance after live previews.

Version 1.8

Improvement

More flexible AI provider setup with presets for popular providers, easier custom endpoints, more context window control, improved provider settings and model selection.

Version 1.7

Improvement

A more comfortable everyday experience with improved readability across themes, adjustable text sizing, refined SideNote drawer appearance, improved window behavior, and smaller usability fixes.

Investment ROI Calculator

Value equation analysis for SideNote Pro, based on the Hormozi framework

What is the Hormozi framework? A four-factor score: (what the service delivers × how reliably it delivers) divided by (how long it takes × how much effort it requires). A higher Value Multiplier means a better return on the time and money invested: faster, easier, and more proven results.

Value MultiplierStrong

2.1× value multiple: invest $349/mo and agencies typically charge $1.5K–$4K/project for the work it powers.

Outcome25
÷
Friction12

Why This Succeeds

Higher is better

Implementation Challenges

Lower is better

Viable opportunity. SideNote Pro returns 2.1× on investment. Focus on the highest-margin service packages to maximize return.

Best if:Your agency runs on Windows 11 and your team already pays for OpenAI or Ollama subscriptions, so you can avoid duplicate AI licensing costs.You handle sensitive client documents (contracts, financial records, strategy docs) and need local processing without cloud relay of prompts.You want to reduce AI tool sprawl by consolidating text summarization, document analysis, and screenshot queries into one sidebar without switching windows.Your clients are technical enough to configure API keys and manage their own provider subscriptions without support tickets.

Pricing

SideNote Pro platform cost to your agency

~24% margin

Starts at $49 one-time (SideNote Pro), scales to an estimated $349/mo (Business)

SideNote Pro

$49 one-time
  • One user, two devices
  • Use AI without leaving the app you're working in
  • Rewrite, summarize, translate and explain selected text
  • Ask questions about local folders and documents

Business

$349/mo
Vendor's estimate
  • 10 user licences
  • Same complete SideNote Pro application
  • Centralized purchase
  • Coordinated licence issuance
Enterprise

Enterprise

Custom
  • Custom volume licensing
  • Quotation and invoicing
  • Device allowance set per licence
  • Direct email support from BediniLabs

No verified white-label program for SideNote Pro: client-facing delivery runs under the platform's native branding.

Market Intelligence

How agencies monetize SideNote Pro: real offer economics and market positioning

Service Applications
Delivery & ProductionAutomation & IntegrationsClient CommunicationsReporting & Analytics
Best For
  • Agencies with technical staff comfortable managing API keys
  • Privacy-conscious agencies handling sensitive client documents
  • Windows-based agencies wanting a lightweight AI companion
Not Ideal For
  • Mac or Linux users
  • Agencies wanting bundled AI usage without managing API keys

Project-Based

ai-tools

Agency charges per-project fee for implementation. Ongoing optimization as optional retainer.

Offer Economics: What You Charge vs. What It Costs

Margin includes platform cost + agency labor at $75/hr.

SideNote Pro Starter Rolloutgrowth smb

Small professional services firms (law, accounting, real estate) with 1-5 staff wanting AI-assisted document review without switching apps

$1.8K
Tool: $349/mo (2 mo = $698)Labor: 16h setup × $75 = $1.2KMargin: -5%Benchmark: $1.5K–$4K/project
• Configure SideNote Pro on up to 5 Windows 11 workstations with client-supplied API keys• Set up local folder indexing for core document libraries (contracts, templates, client files)• Build a custom prompt library for the client's most common text actions (summarize, rewrite, translate)• Train staff in a 1-hour live session and deliver a written quick-reference guide
SideNote Pro Team Deploymentgrowth smb

Funded startups or regional brands with 10-30 employees rolling out AI-assisted workflows across sales, ops, and content teams

$4.0K
Tool: $349/mo (2 mo = $698)Labor: 36h setup × $75 = $2.7KMargin: 16%Benchmark: $1.5K–$4K/project
• Deploy SideNote Pro Business (up to 10 licences) across all target workstations with centralized licence coordination• Configure department-specific AI provider connections (OpenAI, Anthropic, or local model) per team use case• Build role-based prompt libraries for sales, operations, and content functions with tested action templates• Document a standard operating procedure and deliver a 2-hour team onboarding workshop
SideNote Pro Workflow Integrationmid market

Mid-market companies (50-200 employees) with multiple departments needing structured AI-in-workflow adoption, governance, and measurable productivity gains

$8.1K
Tool: $349/mo (2 mo = $698)Labor: 72h setup × $75 = $5.4KMargin: 25%Benchmark: $4K–$12K/project
• Audit existing document workflows and map SideNote Pro use cases across 3-5 business units• Deploy and configure Business licences across all target workstations including AI provider setup and local folder indexing per department• Build a master prompt library with 30+ validated actions covering document analysis, drafting, summarization, and translation by role• Integrate screenshot and document analysis workflows into existing SOPs and deliver manager-level training with adoption tracking documentation
SideNote Pro Enterprise Enablemententerprise

Enterprise organizations (500+ employees) standardizing AI-assisted knowledge work across divisions, requiring governance, security review, and phased rollout management

$18K
Tool: $349/mo (2 mo = $698)Labor: 160h setup × $75 = $12KMargin: 29%Benchmark: $12K–$35K/project
• Audit IT environment and document AI governance requirements including data residency, API key management, and local-only processing validation• Coordinate phased Enterprise licence deployment across pilot and full rollout cohorts with device allowance configuration per BediniLabs specifications• Build a division-specific prompt library ecosystem (50+ actions) covering legal, finance, HR, and operations use cases with version-controlled documentation• Deliver a train-the-trainer program, executive adoption dashboard, and 90-day post-launch optimization roadmap

Scale Economics: Based on Starter Offer

Using SideNote Pro Starter Rollout at $1.8K/client. Platform: $349/mo. Labor: 8h/client × $75/hr.

5 clients
$9K
MRR
$5.7K net (63%)
10 clients
$18K
MRR
$11.7K net (65%)
20 clients
$36K
MRR
$23.7K net (66%)

Net = MRR - platform cost - labor (8h/client × $75/hr).

Weighted Avg Margin
24%
Across all offer tiers, incl. labor at $75/hr
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Investment Decision Framework

Strategic vetting analysis for SideNote Pro

Vetting Verdict

Consider

Favorable fit, worth a closer look

Agency Fit(white-label + resell pathway)
52/100
0255075100
Resell Friction(WL + mode + complexity)
60/100
0255075100

Buy If

4
OPERATIONAL FIT

Your agency runs on Windows 11 and your team already pays for OpenAI or Ollama subscriptions, so you can avoid duplicate AI licensing costs.

OPERATIONAL FIT

You handle sensitive client documents (contracts, financial records, strategy docs) and need local processing without cloud relay of prompts.

OPERATIONAL FIT

You want to reduce AI tool sprawl by consolidating text summarization, document analysis, and screenshot queries into one sidebar without switching windows.

OPERATIONAL FIT

Your clients are technical enough to configure API keys and manage their own provider subscriptions without support tickets.

Skip If

4
CAUTION

Your agency or clients use Mac or Linux machines; SideNote Pro is Windows 11 native only.

CAUTION

You need multi-tenant client reporting or white-labeled portals; no white-label program is documented.

CAUTION

Your clients expect a managed AI service with no API key setup; SideNote Pro requires BYOK (Bring Your Own Key) configuration.

CAUTION

You want to resell AI as a standalone retainer; the one-time $49 purchase model and client-managed subscriptions make recurring revenue difficult.

Bottom Line

SideNote Pro is a Windows 11 sidebar AI assistant that connects to your own API provider (OpenAI, Ollama, LM Studio) rather than bundling AI subscriptions, keeping conversation history and document analysis local to the machine. Agencies should consider it if their teams already pay for AI provider subscriptions and want to reduce context-switching costs without adding another SaaS bill. It's strongest for Windows-based technical staff handling sensitive client work, since all prompts stay on-device and you control the AI provider. The 30-day free trial and one-time $49 purchase price make testing low-risk, but resale potential is limited because clients need their own API keys and Windows 11 machines.

Reality Check

Trade-offs & Gotchas

SideNote Pro requires clients to manage their own AI provider API keys and subscriptions, which adds operational friction for non-technical teams. Windows-only availability excludes Mac and Linux users, narrowing the addressable client base. There is no verified white-label program, so client-facing surfaces display the SideNote Pro brand.

Implementation Reality

Moderate effort: standard configuration with some customization needed

Effort: 3/10Time: 4/10

Academy for SideNote Pro

Work through it in order: the course for this service first, then the modules behind it.

Course for this service

SideNote Pro Agency Implementation, Productizing AI-Assisted Workflows

Learn how to integrate SideNote Pro into client delivery workflows, set up multi-provider profiles for different project types, and build retainer services around local document analysis and screenshot-based reporting. This course covers team license deployment, client data privacy positioning, and pricing models for AI-assisted copywriting, design feedback, and contract review services.

Open the course

Core concepts

The mental model you need to price and scope the work.

  1. Visible Artifact, Invisible ProcessConcept

    AI productivity tools are the lowest-leverage category for agency revenue because clients can self-serve in minutes. The strategic angle is bundling them into a workflow redesign engagement where the tool is the visible artifact, but the billable work is the process design that surrounds it. This framework reframes the tool as a Trojan horse for higher-margin consulting. For example, an agency might deploy Calendly with AI scheduling for a client, but the real value is redesigning the client's intake and follow-up processes to reduce no-shows by 20%. The tool is the entry point; the process is the profit. Agencies that sell the tool alone compete on price; those that sell the process own the relationship.

  2. Artifact Over ArchitectureConcept

    AI productivity tools are the lowest-leverage category for agency revenue because clients can self-serve in 90 seconds. The strategic value lies not in the tool itself but in the workflow redesign that surrounds it. Agencies that sell the tool as a standalone line item compete on price against direct subscriptions. Those that frame the tool as the visible artifact of a broader process engagement capture margin on the architecture: intake workflows, approval gates, and escalation paths. For example, a scheduling assistant like Calendly becomes the artifact, while the agency's real deliverable is the meeting-to-delivery pipeline it designs around it. With 45% of executives skipping AI oversight, agencies that bundle governance into the redesign answer a compliance need clients cannot solve alone. The tool is the hook; the process is the product.

  3. Visible Artifact, Billable ProcessConcept

    AI productivity tools are the lowest-leverage category for agency revenue because clients can self-serve in minutes. The strategic angle is to treat the tool as a visible artifact while the billable work is the process design that surrounds it. For example, an agency might deploy Calendly for a client, but the real engagement is redesigning the meeting-to-delivery workflow, defining routing rules, and integrating calendar intelligence with project management. This framework shifts the agency from reselling software to selling operational transformation, where the tool is the proof of work, not the product. Recent research shows that 88% of B2B marketers face foundational gaps as AI agents reshape buyer discovery, making process design more critical than ever.

8 modules selected for SideNote Pro

All AI Productivity Tools trainingFull Academy

Frequently Asked Questions

Answers about pricing, setup, implementation

SideNote Pro offers 3 pricing tiers, starting at $49 one-time (SideNote Pro) up to $349/mo (Business). Agencies typically achieve 24% profit margins when reselling to clients.

SideNote Pro is $49 USD one-time for one user on two devices. The Business plan is $349 USD monthly for 10 user licenses with centralized purchase and direct email support from BediniLabs. Enterprise custom volume licensing is available; contact sales for a quote. A 30-day free trial requires no card.

No verified white-label program is documented. Client-facing surfaces display the SideNote Pro brand, so you cannot present a fully branded experience to end clients.

Yes. SideNote Pro supports native connections to OpenAI, Ollama, and LM Studio via your own API keys. You configure a provider profile and requests go directly from your machine to the endpoint you specify; BediniLabs does not relay prompts.

Setup requires the client to configure their AI provider API key in SideNote Pro, which typically takes 5-10 minutes once they have their provider credentials. If the client is new to OpenAI or Ollama, account creation and key generation add another 10-15 minutes.

Agencies with technical staff comfortable managing API keys, privacy-conscious teams handling sensitive client documents, Windows-based agencies wanting a lightweight AI companion, and agencies already paying for AI provider subscriptions who want to avoid duplicate licensing.

No. SideNote Pro is Windows 11 native only and is not available for Mac or Linux machines.

No. You can index local folders and attach documents directly from your machine. SideNote Pro processes them locally and does not upload your files to BediniLabs servers. Only your prompts and API requests go to your chosen AI provider.