FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. VoiceboxMD: VoiceboxMD is a medical dictation and AI scribe platform that turns physician speech and doctor-patient conversations into structured clinical notes. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and VoiceboxMD when generating ehr-ready soap notes from in-person or telehealth conversations 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.
VoiceboxMD is a medical dictation and AI scribe platform that turns physician speech and doctor-patient conversations into structured clinical notes.
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
VoiceboxMD is a cloud-based medical dictation and AI scribe platform built for physicians, nurse practitioners, and other clinicians. It converts spoken words into clinical text in real time using speech recognition trained on medical terminology, drug names, diagnostic codes, and clinical abbreviations. Beyond solo dictation into an EHR, its ambient AI scribe can listen to in-person or telehealth encounters over Zoom, Microsoft Teams, or Doxy.me, separate the clinician's voice from the patient's, and produce structured SOAP, H&P, DAP, or custom-template notes with suggested CPT and ICD-10 codes. Audio can be captured through real-time ambient listening or by uploading recorded files, depending on plan. It runs on Windows, macOS (including Apple Silicon), and iOS, and is EHR-agnostic, working with systems such as Epic, Cerner, Athenahealth, eClinicalWorks, and Practice Fusion, plus apps like Word and Outlook. The service is HIPAA-compliant, encrypts data in transit and at rest, deletes audio after processing, and includes a Business Associate Agreement on every plan.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); VoiceboxMD is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | VoiceboxMD |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Ambient AI scribe that listens to in-person and telehealth encounters and generates structured notes |
| Standout feature | Compliance-oriented, structured meeting documentation | Real-time medical speech-to-text dictation trained on clinical terminology |
| Team usage | Pre-meeting prep pages with agendas and background | Automatic SOAP, H&P, and DAP note generation with custom templates |
| Integrations | Automated follow-up emails with summaries and action items | CPT and ICD-10 billing code suggestions plus superbill creation |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | EHR-agnostic integration (Epic, Cerner, Athenahealth, eClinicalWorks, Practice Fusion) |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Cross-platform support on Windows, macOS, and iOS with audio file upload |
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.
VoiceboxMD
Choose VoiceboxMD if you need physicians documenting patient visits hands-free during or after encounters — strengths include combines solo dictation and ambient conversation capture in one platform.
FinScribe
VoiceboxMD
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while VoiceboxMD is strong for physicians documenting patient visits hands-free during or after encounters. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and VoiceboxMD 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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