FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Sotto: Sotto is a native macOS voice-to-text dictation app that turns speech into text system-wide using local AI transcription models. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Sotto when privacy-first transcription of imported audio recordings on-device matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
Sotto is a native macOS voice-to-text dictation app that turns speech into text system-wide using local AI transcription models.
FinScribe is an AI meeting assistant focused on wealth and financial advisory client meetings. It joins virtual meetings on platforms such as Zoom, Microsoft Teams, Google Meet, and Webex as a note-taking participant, and supports in-person meetings through its mobile and web apps, then turns client conversations, financial consultations, and strategy sessions into structured, professionally formatted documentation. Beyond notes, FinScribe generates pre-meeting prep pages with agendas and background information, drafts follow-up emails summarizing decisions and action items, and pushes information into the user's CRM. It integrates with financial-services CRMs and tools including Salesforce, Redtail, Wealthbox, HubSpot, Practifi, Salentica, and others, along with Slack, Aircall, Google Calendar, and Zapier. The product emphasizes a recording-free approach in which meeting audio is discarded after notes are processed, SOC 2 Type II certification, MFA and SSO support, redaction of sensitive identifiers, and a commitment not to train its models on client data. FinScribe serves solo advisors, RIAs, asset management firms, private bankers, accountants, and family offices, and is a Y Combinator-backed company. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Sotto is a native Swift dictation app for macOS 13 and later that converts speech to text in real time. It works as a system-wide push-to-talk layer: the user holds a hotkey, speaks, and Sotto inserts clean text into whatever app is in focus, from Slack and Notion to Xcode and email fields. Audio is transcribed by local engines, including OpenAI Whisper models (Tiny through Large V3 Turbo and Distil Large V3) and NVIDIA Parakeet v2/v3, so by default recordings never leave the Mac; users can optionally connect cloud providers such as OpenAI or Groq with their own API keys for added accuracy. Beyond live dictation, it can import and re-transcribe audio files, supports 90+ languages, keeps a searchable history of recordings with timestamps, and offers a custom vocabulary dictionary. One-click AI processing can rewrite, summarize, translate, or reformat dictated text. It is aimed at developers, writers, and privacy-conscious professionals who want fast, local voice input rather than a cloud meeting-bot service.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Sotto is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Sotto |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | System-wide push-to-talk dictation that inserts text into any app |
| Standout feature | Compliance-oriented, structured meeting documentation | Local on-device transcription via Whisper and NVIDIA Parakeet models |
| Team usage | Pre-meeting prep pages with agendas and background | Audio file import and re-transcription with searchable, timestamped history |
| Integrations | Automated follow-up emails with summaries and action items | Support for 90+ languages with per-language hotkeys |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | One-click AI processing to summarize, translate, or rewrite dictated text |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Optional cloud transcription via user-supplied OpenAI or Groq API keys |
FinScribe
Choose FinScribe if you need documenting financial advisor client review and planning meetings — strengths include purpose-built for financial and wealth advisory client meetings.
Sotto
Choose Sotto if you need hands-free dictation of emails, messages, and documents across mac apps — strengths include local processing keeps audio on-device for strong privacy.
FinScribe
Sotto
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Sotto is strong for hands-free dictation of emails, messages, and documents across mac apps. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Sotto is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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