FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Typeless: Typeless is an AI voice dictation app that turns natural speech into polished, ready-to-use text across the apps you already use. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Typeless when dictating across productivity and communication apps on desktop and mobile 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.
Typeless is an AI voice dictation app that turns natural speech into polished, ready-to-use text across the apps you already use.
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
Typeless is an AI voice dictation tool that converts spoken words into clean, formatted text in real time. Rather than producing a raw transcript, it cleans up speech as you talk: removing filler words like "um" and "uh," recognizing when you correct yourself mid-sentence and keeping only the final intended wording, and auto-formatting spoken lists and key points into structured text. It adapts tone to context, supports a personal dictionary for custom terms, and lets you edit existing text by selecting it and saying how you want it changed. Typeless captures audio through its app and dictation keyboard and inserts the resulting text directly into whatever you are working in, claiming compatibility across dozens of applications such as Notion, Google Docs, Slack, Gmail, and others. It runs on macOS, Windows, iOS, and Android, and supports 100+ languages with automatic detection plus translation. It is aimed at professionals, writers, students, and developers who want to draft messages, emails, and documents faster than typing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Typeless is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Typeless |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Real-time speech-to-text dictation that inserts directly into other apps |
| Standout feature | Compliance-oriented, structured meeting documentation | Automatic filler-word removal and self-correction recognition |
| Team usage | Pre-meeting prep pages with agendas and background | Auto-formatting of spoken lists and structured content |
| Integrations | Automated follow-up emails with summaries and action items | Context-aware tone adaptation and personal dictionary for custom terms |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Voice commands to edit and revise existing text |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | 100+ language support with automatic detection and translation |
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.
Typeless
Choose Typeless if you need drafting emails, messages, and documents by speaking instead of typing — strengths include cross-platform coverage including macos, windows, ios, and native android.
FinScribe
Typeless
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Typeless is strong for drafting emails, messages, and documents by speaking instead of typing. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Typeless 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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