FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Voibe: Voibe is a private, offline AI dictation app for Apple Silicon Macs that converts speech to text on-device and inserts it into any app via a hold-to-speak hotkey. 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 Voibe when writing prompts and queries into ai tools like chatgpt and claude by voice 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.
Voibe is a private, offline AI dictation app for Apple Silicon Macs that converts speech to text on-device and inserts it into any app via a hold-to-speak hotkey.
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
Voibe is a Mac dictation app that turns speech into text entirely on-device, so audio never leaves the machine. Built for Apple Silicon Macs (M1 through M4) running macOS 13 or later, it runs optimized OpenAI Whisper models locally and works with no internet connection. You hold a hotkey (such as the Fn key), speak, and release; Voibe transcribes the audio and inserts the resulting text directly into whatever app is focused. It works system-wide across Mail, Notes, browsers, Slack, VS Code, ChatGPT, Claude and other text fields, rather than in a single dedicated window. The app supports a custom dictionary for names, jargon and technical vocabulary, plus smart punctuation. Because everything is processed locally and the audio is discarded after transcription, it is positioned for professionals handling confidential or NDA-protected work, including lawyers, consultants and developers. Voibe is a voice-to-text dictation tool focused on fast, accurate, private text entry; it is not a meeting recorder or conversation-intelligence platform. A Windows version is on a waitlist.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Voibe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Voibe |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Automatic smart punctuation |
| Standout feature | Compliance-oriented, structured meeting documentation | Fully on-device speech-to-text using OpenAI Whisper models optimized for Apple Silicon (no cloud upload) |
| Team usage | Pre-meeting prep pages with agendas and background | Hold-to-speak hotkey that inserts dictated text into any app's focused text field |
| Integrations | Automated follow-up emails with summaries and action items | Works offline with no internet connection required |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Custom dictionary for names, jargon, and technical vocabulary |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | System-wide compatibility across Mail, Notes, browsers, Slack, VS Code, ChatGPT and more |
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.
Voibe
Choose Voibe if you need dictating emails, messages, and long-form documents directly into any mac app — strengths include strong privacy posture: transcription happens locally and audio is discarded, so no data leaves the mac.
FinScribe
Voibe
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Voibe is strong for dictating emails, messages, and long-form documents directly into any mac app. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Voibe 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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