FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. TongueType: TongueType is a privacy-focused macOS voice dictation app that turns speech into text on-device using a local Whisper AI model. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and TongueType when transcribing recorded audio or video files locally, such as meeting or interview recordings matters most. Try them side by side on real calls before deciding — needs vary by team.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
TongueType is a privacy-focused macOS voice dictation app that turns speech into text on-device using a local Whisper AI model.
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
TongueType is a voice dictation application for macOS that converts speech to text entirely on-device using a locally-run Whisper AI model, so audio never leaves the Mac. It lives in the menu bar with no dock icon, and works as a press-to-talk input method: the user holds a configurable hotkey (or uses a double-tap latch), speaks, and the transcribed text is inserted at the cursor in any application that accepts text input. Beyond live dictation, it can transcribe audio and video files (such as WAV, MP3, MP4, and MOV). It supports multiple languages including English, Spanish, French, German, Japanese, Chinese, and Korean, with automatic language detection, plus customizable post-processing rules, overlay appearance, and microphone options. Preferences can sync across Macs via iCloud. It requires macOS 14+ on Apple Silicon (M1 or later). The app is aimed at people who want faster text entry than typing, professionals needing quick transcription, and users with typing difficulties (arthritis, RSI, tremor, and similar accessibility needs).
Best suited for
FinScribe is a free tier with paid upgrades (freemium); TongueType is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | TongueType |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | On-device speech-to-text using a local Whisper AI model (no cloud) |
| Standout feature | Compliance-oriented, structured meeting documentation | Press-to-talk hotkey dictation with double-tap latch, inserting text at the cursor in any app |
| Team usage | Pre-meeting prep pages with agendas and background | Audio and video file transcription (WAV, MP3, MP4, MOV) |
| Integrations | Automated follow-up emails with summaries and action items | Multi-language support with automatic language detection (English, Spanish, French, German, Japanese, Chinese, Korean, and more) |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Customizable post-processing rules, overlay appearance, and microphone options |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | iCloud sync of preferences across multiple Macs |
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.
TongueType
Choose TongueType if you need dictating text into any macos application instead of typing — strengths include fully on-device processing with no servers or accounts, strong for privacy.
FinScribe
TongueType
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while TongueType is strong for dictating text into any macos application instead of typing. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and TongueType 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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