FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. VoicePen: Apple-native AI app that records and transcribes meetings, lectures, and voice memos, then turns them into summaries and rewritten notes. 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 VoicePen when transcribing lectures and turning them into study notes 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.
Apple-native AI app that records and transcribes meetings, lectures, and voice memos, then turns them into summaries and rewritten 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
VoicePen is a voice-first AI note taker built natively for the Apple ecosystem, running across iPhone, iPad, Apple Watch, and Mac. The app records and transcribes spoken audio into text, handling everything from short memos to long lectures, meetings, podcasts, and imported recordings. Once a recording is transcribed, VoicePen uses AI to generate easy-to-read summaries, structured notes, and study materials, and it offers a large set of rewrite options to reformat transcripts into bullet points, professional formats, or more casual styles. It can pull in audio and video from sources such as files, Voice Memos, Zoom recordings, podcasts, and YouTube, and it separates and labels different speakers within a transcript. A chat feature lets users ask questions about the transcribed content to surface key takeaways and action steps. VoicePen supports many languages, includes offline recording, and syncs data through iCloud, positioning itself as a personal second-brain capture tool for individuals who think and work by talking rather than typing. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); VoicePen is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | VoicePen |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Records and transcribes meetings, lectures, memos, and imported audio/video |
| Standout feature | Compliance-oriented, structured meeting documentation | AI-generated summaries plus 25+ rewrite and reformatting options |
| Team usage | Pre-meeting prep pages with agendas and background | Speaker separation and labeling within transcripts |
| Integrations | Automated follow-up emails with summaries and action items | Chat-with-your-notes Q&A to extract takeaways and action steps |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Imports from Voice Memos, Zoom recordings, podcasts, YouTube, and files |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Multilingual transcription with offline recording and iCloud sync |
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.
VoicePen
Choose VoicePen if you need capturing and summarizing in-person meetings and 1:1 conversations — strengths include native across iphone, ipad, apple watch, and mac with icloud sync.
FinScribe
VoicePen
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while VoicePen is strong for capturing and summarizing in-person meetings and 1:1 conversations. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and VoicePen 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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