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AI Note taker for Accountants & CPAs
Automated notes and structured summaries—stay compliant, organized, and focused on expert financial guidance.
Sign up for a demo of the #1 accurate AI Note Taker
Why Accountants & CPAs trust FinScribe?
Accurate Records for Every Client Meeting
Record and organize key takeaways—ensuring all critical insights are properly documented.
Seamless Collaboration Across Teams
AI-generated summaries help accountants, tax advisors, and audit teams stay on the same page, reducing miscommunication and ensuring smooth coordination across financial matters.
Clear and Concise Financial Summaries
Extract the most important points from tax strategy sessions, compliance reviews, and financial planning meetings—helping you quickly reference key decisions and next steps.
Effortless Audit & Compliance Documentation
Auto-generate well-organized documentation from financial reviews, tax filings, and regulatory discussions—ensuring your firm is always prepared for audits and compliance checks.
AI-Generated Tax & Compliance Summaries
Automatically generate structured summaries of tax planning strategies, regulatory changes, and audit discussions—helping CPAs stay efficient and proactive.
Audit-Ready Documentation
FinScribe compiles notes from financial reviews, ensuring complete, accurate records for audits, IRS filings, and client compliance needs.
Secure & Confidential Record-Keeping
Client financial data, tax records, and planning discussions are securely stored with strict access controls—ensuring compliance with data privacy regulations.
From independent advisors to multi-billion AUM RIAs and asset managers, Finscribe empowers financial teams of every size to work smarter and achieve more.
Frequently Asked Questions
FinScribe prioritizes client data security through multiple layers of protection, including end-to-end encryption for all data at rest and in transit. We maintain SOC2 Type II certification and follow recording-free note-taking practices, meaning meeting audio is discarded once notes are processed. Our security features include multi-factor authentication (MFA), single sign-on (SSO) integration, and robust access controls. We never use client data to train our AI models and automatically redact sensitive information like Social Security Numbers. FinScribe conducts regular independent security audits and provides comprehensive documentation to help you meet regulatory requirements.
Financial advisors typically save 25-30 minutes per client meeting using FinScribe's automated note-taking solution. This translates to approximately 25-30 days of reclaimed time annually for most advisors. Beyond time savings, FinScribe delivers more comprehensive and compliance-friendly documentation than manually produced notes. Our clients report that this improved documentation quality helps prevent compliance issues and provides valuable insights for performance improvement.
Getting started with FinScribe is remarkably simple. Most firms can be fully operational within minutes using our out-of-the-box integrations. The process involves logging into your FinScribe account, connecting your calendar and CRM systems through our settings page, and you're ready to go. Our Customer Success team provides personalized 1:1 training sessions and platform walkthroughs to ensure smooth adoption. For firms with custom integration needs, we offer dedicated support during the onboarding process. The IT setup typically takes less than 20 minutes, with straightforward guides provided for your technical team.
FinScribe seamlessly integrates with all major video conferencing platforms including Zoom, Microsoft Teams, Google Meet, and Webex. For virtual meetings, FinScribe joins as a note-taking participant to capture conversations. For in-person meetings, you can use our mobile app or web application to record and document discussions. FinScribe also offers robust integrations with popular CRM systems used by financial advisors, calendar applications, and document sharing platforms to create a comprehensive workflow solution.
FinScribe's AI technology delivers exceptional accuracy rates exceeding 95% for financial conversations. Our system is specifically trained to understand wealth management terminology and context, enabling it to capture nuanced financial discussions, client details, and action items with remarkable precision. The AI transforms conversations into structured, coherent summaries that highlight key information, making it easy for advisors to review and act upon meeting outcomes. The system continuously improves through refinement of our industry-specific models.