Amical: Amical is an open-source, local-first AI dictation and voice-notes app that transcribes speech to text on your own machine using Whisper and open-source LLMs. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Amical when dictating emails, messages, and documents hands-free with app-appropriate formatting matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
Amical is an open-source, local-first AI dictation and voice-notes app that transcribes speech to text on your own machine using Whisper and open-source LLMs.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Amical is an open-source, MIT-licensed AI dictation application that turns speech into formatted text directly on your device. It runs OpenAI's Whisper for speech recognition locally and uses open-source LLMs (via Ollama) for intelligent processing, so dictation can work offline once a local model is set up; for machines that can't handle local inference, it offers a cloud fallback. Built with Electron and TypeScript, it runs on Mac and Windows as a desktop app with a floating widget interface and configurable hotkeys. Its standout feature is context-aware formatting: it detects the active application and adapts tone and structure accordingly, producing professional text in email, casual phrasing in chat apps, or prompt and command-style output in IDEs and terminals. It supports many languages plus mixed-language dictation, and custom vocabulary for domain-specific terms. Beyond dictation, it is adding smart voice notes with summaries and task generation. It targets privacy-conscious writers, developers, and professionals wanting a free alternative to paid dictation tools.
Best suited for
Zocks is an AI assistant built specifically for financial advisors and wealth management firms to reduce the administrative burden around client meetings. During virtual or in-person conversations it captures notes with speaker attribution and surfaces live meeting analysis, then turns the discussion into structured documentation, follow-up emails, and tasks. Zocks emphasizes a privacy-first design: according to the company it stores the notes themselves rather than retaining audio or video recordings of the meeting. After a meeting, it can automatically fill intake, fact-finder, and account-opening forms, build client profiles, and push updates into advisor-focused CRMs and planning tools such as Wealthbox, Redtail, Salesforce, HubSpot, and eMoney. The platform also offers pre-meeting preparation with agendas and client context, and document intelligence to extract financial details. Positioned as a co-pilot that sits across the advisory workflow, Zocks aims to free advisors to focus on the client conversation while the system handles documentation and downstream data entry. It is used by independent practices and larger enterprise firms. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Amical is open source (open source); Zocks is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Amical | Zocks |
|---|---|---|
| Core capability | Local speech-to-text transcription powered by OpenAI Whisper | AI note-taking with speaker attribution for client meetings |
| Standout feature | On-device LLM processing via Ollama, with a cloud fallback option | Live meeting analysis during calls |
| Team usage | Context-aware formatting that adapts tone to the active app (email, chat, IDE, terminal) | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Multi-language and mixed-language dictation support | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Custom vocabulary for domain-specific terms and configurable hotkeys | AI-drafted follow-up and client response emails |
| Best-fit workflow | Smart voice notes with summaries and task generation (in development) | Pre-meeting preparation with agendas and client profiles |
Amical
Choose Amical if you need dictating emails, messages, and documents hands-free with app-appropriate formatting — strengths include fully open source (mit) and actively maintained with frequent releases.
Zocks
Choose Zocks if you need documenting client review and discovery meetings for compliance and records — strengths include purpose-built for financial advisors rather than a generic notetaker.
Amical
Zocks
It depends on your workflow. Amical is strong for dictating emails, messages, and documents hands-free with app-appropriate formatting, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Amical is open source and Zocks is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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