VoicePrivate Finance
7-Day Free Trial
On-device recognition
Advanced speech recognition runs entirely on your computer for complete privacy and control.
PRIVATE DICTATION FOR FINANCIAL PROFESSIONALS
Finance dictation.
Kept private.
Finance dictation software for advisors, with 10,000+ financial terms. Dictate client summaries and follow-ups on your computer, never on our servers.
$197/year · 7-day free trial · Card required
Speak freely.Recognition stays on your device.
Your thoughts never need
a server.
Works offline
Dictate anywhere, anytime. No internet connection required.
Five professional editions
General, Healthcare, Legal, Finance, and Insurance.
01 — THE LOCAL DIFFERENCE
There’s private cloud.
Then there’s no cloud.
Privacy controls can change what a cloud service keeps. VoicePrivate changes where speech recognition happens.
Cloud dictationA remote recognition service
Your voiceVendor’s serversYour text
Audio leaves your device
VoicePrivateOn-device recognition
YOUR COMPUTER
Your voiceLocal AIYour text
✓ No audio uploaded to us
Dictation stays local. Text entered into another app follows that app’s storage policies. Licensing, downloads, and updates may use the internet.Read the privacy policy ↗
02 — EFFORTLESS, BY DESIGN
Speak your mind.
Keep your workflow.
One shortcut brings your voice to the app you’re already using. No meeting bot. No new place to write.
VoicePrivate — FinancePrivate-First Transcription6,346words today27dictations119msaved vs typing
Press to record here, or use
⌘⇧Spacefrom any app
On-device speech engine ready0 audio/text bytes to our servers
Client documentation
Client review · planning summary
Reviewed liquidity needs, upcoming education expenses, and questions about the retirement timeline. Send the updated planning summary, confirm beneficiary information, and schedule a follow-up with the client’s accountant.
Your words, ready for your review.
Interactive product demonstration. No microphone access or live speech recognition on this page.
Press
A single shortcut, wherever you work.
Speak
Dictate naturally. Recognition runs locally.
Continue
Review the text in your chosen application.
03 — LANGUAGE THAT BELONGS TO YOU
The right words.
Already at home.
Your names. Your terminology. Your way of working. Add a personal dictionary and choose an edition built around the language of your profession. The Finance Edition feature list shows what is included.
10,000+financial terms included
Financial vocabulary▱ On this device
A language all your own.
01EBITDA✓
02Roth conversion✓
03CUSIP✓
0410b5-1✓
＋ Add the words that matter to your work.
04 — CONSIDERING THE ALTERNATIVES?
Same ambition.
Different architecture.
Dragon Professional Anywhere provides cloud-hosted speech recognition for enterprise workflows. VoicePrivate Finance keeps recognition on your own computer.
01 / FINANCIAL DICTATION
Coming from Dragon Professional Anywhere?
Prefer to stay local?
Dictate client summaries and follow-ups with financial terminology while recognition stays on your Mac or PC.
See local dictation ↗Dragon Professional Anywhere product details ↗02 / THE ARCHITECTURE
Privacy policy,
or private by design?
Cloud controls govern how remote services handle data. VoicePrivate changes the path itself: speech recognition runs on your Mac or PC.
Compare the path ↗Compare the workflow as well as the architecture. Cloud services offer their own security controls; capabilities and integrations differ. Product details reviewed September 2026.
WHAT ADVISORS KEEP REPEATING
The write-up tax.
And the data dread.
We read what advisors and accountants actually post. The same two problems dominate.
Note-taking competes with being present.
You cannot lead the conversation and scribble notes at the same time.
After-meeting write-ups eat the day.
Every hour-long meeting adds 30 to 45 minutes of documentation.
Notes get written at night, from fuzzy memory.
By the time you sit down at 7pm, half the detail is gone.
CRM entry is pure dead-time admin.
Typing into Redtail or Wealthbox is the part everyone hates.
Client PII in ChatGPT feels like a breach.
Pasting an SSN, account numbers, or income into a public chatbot is a hard no.
Your firm has banned public AI.
Compliance blocked the LLMs, so you are stuck doing it the slow manual way.
Recordkeeping rules hang over every note.
Books-and-records and off-channel scrutiny make sloppy notes a liability.
Clients are telling you to turn the AI off.
Many clam up the moment they hear a cloud notetaker is recording.
Generic AI mangles tickers and fund names.
In this world a transcription error is a compliance error. See how tools compare in the voice-to-text ranking for financial advisors.
Source: recurring themes across r/CFP, r/financialadvisors, r/FinancialCareers, r/accounting, r/tax, and r/Banking. Compiled 2026-06-04 from indexed thread titles and snippets. Direct Reddit fetches were blocked. No quotes were fabricated.
05 — ONE PRINCIPLE. FIVE EDITIONS.
Private by nature.
Specific to your world.
Choose the language of your work. Local processing comes with every edition.
General
Ideas, emails, and everything in between.
$84 / year
Healthcare
For notes that deserve your full confidence.
$297 / year
Legal
For the work you hold in confidence.
$247 / year
Finance
For the details behind every client relationship.
$197 / year
Insurance
For a complete record of the work you do.
$197 / year
YOUR NEXT WORD STARTS HERE
Keep the details in your hands.
Meeting notes. Planning summaries. Follow-ups.
Unlimited dictation. Local processing.
A subscription that fits your work.
✓7-day free trialFull edition. Card required. $0 due today.
VoicePrivate — Finance$197/year
$197 billed annually after your 7-day trial. Renews yearly.
$197$24.99Unlimited on-device dictation
Mac and Windows
Personal dictionary and text shortcuts
Local history and custom vocabulary
Card required. $0 today. Billing starts after 7 days unless cancelled.
BEFORE YOU BEGIN
A few good questions.
Does my dictation audio leave my computer?
No. Speech recognition runs on your device. VoicePrivate does not upload your dictation audio or transcript text to its servers.
Can I use it without an internet connection?
Yes. After installation and the required model download, dictation works offline. Licensing, downloads, and updates may use the internet.
Which edition should I choose?
Choose General for everyday writing, or the Healthcare, Legal, Finance, or Insurance edition for vocabulary tailored to that work.
Is there a free trial?
Yes. Every new individual monthly and annual subscription includes seven days free. A payment method is required, $0 is due today, and billing begins after seven days unless you cancel.
Does local processing make my entire workflow compliant?
Local recognition reduces data sent to a speech vendor. Your device security, destination applications, organization policies, and professional obligations still matter. The guide to FINRA compliant data and SEC recordkeeping rules explains where dictated notes fit in Rule 4511 and Rule 17a-4 retention.