Designed to Support SEC & FINRA Requirements

Your voice. Your clients.
Your compliance.

Compliance-first voice-to-text built for financial advisors and CPAs. On-device AI with 10,000+ financial terms. No cloud uploads. No client data exposure. Audit-ready documentation in seconds.

Transcribing:
0:00
0 bytes Sent to cloud
0 Financial terms included
0 Transcription latency
0 AI models included

Cloud transcription has a compliance problem

Every word you dictate is uploaded to third-party servers. For financial professionals, that's a potential compliance violation. VoicePrivate — Finance Edition changes that.

The Compliance Problem

  • Client PII (SSNs, account numbers) on third-party servers
  • SEC/FINRA documentation requirements at risk
  • Audit trails compromised by cloud vendors
  • Potential compliance violations from data exposure
  • Per-minute costs that add up fast ($1.50/min+)

The VoicePrivate — Finance Edition Solution

  • 100% on-device processing — zero cloud exposure
  • Client data never leaves your machine
  • 10,000+ built-in financial terms for accurate transcription
  • Supports compliance — no client data leaves your device
  • Tamper-evident audit log proves every transcription stayed local
  • Simple pricing — coming soon

One ecosystem, total compliance

Desktop and mobile — all processing happens locally on your devices.

How it works

Three steps. Zero cloud servers. Full compliance protection.

1

Dictate

Press your global hotkey or click the mic. VoicePrivate — Finance Edition captures audio locally with intelligent silence detection. Perfect for client meetings, tax consultations, and compliance notes.

2

Process

On-device AI transcribes your speech and injects 10,000+ financial terms for accuracy. Hallucination stripping removes phantom text. AI grammar polish ensures clean, professional output. Nothing is sent anywhere.

3

Document

Text is instantly typed into your active application — Salesforce, Redtail, QuickBooks, or any CRM/accounting software. Review, edit, and search your transcription history, all stored locally on your device.

See how we compare

Better accuracy, stronger compliance protection, lower price.

Feature VoicePrivate — Finance Edition Otter.ai Business Rev Fireflies.ai Manual Notes
Local processing 100% Cloud Cloud Cloud N/A
Compliance safe By design
Financial dictionary 10,000+ terms Custom glossary
Languages 99 English English English English
AI models Advanced AI 1 (proprietary) 1 (proprietary) 1 (proprietary)
Custom dictionary
Text shortcuts Built-in
Works offline
macOS native
Compliance audit log SHA-256
Annual price $199/yr $240/yr $156/yr base $228/yr Free
Available Now

Simple, private pricing

Try free with 5,000 words. No credit card required. Plans from $24.99/mo.

Ready to protect your client data?

Sign up to be first in line when VoicePrivate launches.