FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. VoiceToNotes: AI transcription and dictation tool that captures voice and conversations via the device microphone and turns them into formatted, organized notes. 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 VoiceToNotes when transcribing in-person meetings via a phone or laptop microphone 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.
AI transcription and dictation tool that captures voice and conversations via the device microphone and turns them into formatted, organized 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
VoiceToNotes is an AI transcription and voice-to-text tool that converts spoken audio into formatted, organized notes. Rather than sending a bot into a video call, it captures audio through the device microphone, making it usable for dictation, voice memos and in-person or device-side meeting transcription on phones, computers and tablets. It provides real-time speech-to-text and applies AI processing on top of the raw transcript, including grammar correction and formatting, automatic extraction of action items, and organization of notes into collections and folders so they remain searchable later. The tool supports transcription across more than 20 languages, which makes it usable for multilingual users and globally distributed teams. Because it relies on direct microphone capture rather than meeting-bot integrations, it appeals to users who prioritize a simple, private workflow and want to avoid adding a visible participant to their calls. VoiceToNotes serves a broad audience including students, business professionals, healthcare workers and writers who need to turn spoken content into clean written notes. Mobile apps are available on iOS and Android in addition to its web experience. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); VoiceToNotes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | VoiceToNotes |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Real-time voice-to-text transcription via device microphone |
| Standout feature | Compliance-oriented, structured meeting documentation | AI grammar correction and automatic formatting |
| Team usage | Pre-meeting prep pages with agendas and background | Automatic action item extraction |
| Integrations | Automated follow-up emails with summaries and action items | Note organization into collections and folders |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Support for 20+ languages |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | iOS and Android apps plus web access |
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.
VoiceToNotes
Choose VoiceToNotes if you need dictating notes and voice memos that auto-format into clean text — strengths include simple, microphone-based capture with no bot joining calls.
FinScribe
VoiceToNotes
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while VoiceToNotes is strong for dictating notes and voice memos that auto-format into clean text. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and VoiceToNotes is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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