AudioDiary: AudioDiary is an AI-powered voice journaling app that records spoken entries, transcribes them, and generates summaries and reflective insights. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist AudioDiary when keeping a daily reflective journal by speaking instead of typing 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.
AudioDiary is an AI-powered voice journaling app that records spoken entries, transcribes them, and generates summaries and reflective insights.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
AudioDiary, made by Soliloquy Apps Limited, is a voice journaling application that lets users capture thoughts by speaking instead of typing. Users record an audio entry and the app automatically transcribes it and applies AI to produce summaries, reflections, suggested goals, mood tracking, and pattern visualization over time. It also offers dream analysis, custom tagging, themes, and the ability to attach photos to entries. Captured content can be exported as audio, transcripts, images, or PDF, and entries can be edited after recording. Its "Session Designer" lets users personalize or disable AI features, and extracted goals can sync to Google Calendar. The app is available across iOS, iPad, Mac (including Apple Vision), and the web, with synchronization between platforms. Recordings are encrypted in transit and at rest, with data stored via established cloud providers, and the company states it does not sell or monetize journal entries. It is aimed at individuals seeking a reflective, spoken personal journaling and self-tracking habit rather than business meetings.
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
AudioDiary is a free tier with paid upgrades (freemium); Zocks is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | AudioDiary | Zocks |
|---|---|---|
| Core capability | Voice recording with automatic AI transcription | AI note-taking with speaker attribution for client meetings |
| Standout feature | AI-generated summaries, reflections, and suggested goals | Live meeting analysis during calls |
| Team usage | Mood and dream tracking with pattern visualization over time | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Customizable or disablable AI via a 'Session Designer' | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Export of audio, transcripts, images, and PDF; editable transcripts | AI-drafted follow-up and client response emails |
| Best-fit workflow | Cross-platform sync across iOS, Mac, Apple Vision, and web | Pre-meeting preparation with agendas and client profiles |
AudioDiary
Choose AudioDiary if you need keeping a daily reflective journal by speaking instead of typing — strengths include captures journaling hands-free by speaking, with automatic transcription.
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.
AudioDiary
Zocks
It depends on your workflow. AudioDiary is strong for keeping a daily reflective journal by speaking instead of typing, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
AudioDiary is a free tier with paid upgrades and Zocks is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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