VoicePrivate Finance Get Finance

ADVISORS + CPAs · MAC + WINDOWS

Finance dictation software for advisors

Dictate client meeting notes, financial plans, and follow-ups directly into your CRM. Finance dictation software with 10,000+ financial terms built in. On-device processing means client conversations stay on your computer, never uploaded to any server.

Get Finance Edition
From $197/year · Unlimited dictation · 14-day money-back guarantee
VOICEPRIVATE FINANCE / LIVELOCAL ENGINE READY
VoicePrivate Finance100% on-device
1,284 WORDS TODAY7 DICTATIONS24 MIN SAVED

Press to record here, or use

⌘⇧SPACEfrom any app
LOCAL ENGINE READY0 AUDIO/TEXT BYTES TO OUR SERVERS
Client review · Morgan household
MORGAN HOUSEHOLD · AUGUST 3, 2026

Client review

Dictated directly into the active application.

Reviewed allocation, risk tolerance, and liquidity needs. Client approved increasing short-duration fixed income and requested a Roth conversion analysis before the September review. Discussed education funding for both children and agreed to model two contribution scenarios. Next steps: send the updated investment policy statement, schedule the tax planning call with their CPA, and confirm beneficiary designations on the inherited IRA.

0:08Typing in Client review
10,000+financial terms built inDirectinto CRM and documentsLocalclient-audio processing

THE SHORTEST PATH

From meeting
to CRM note.

No new workspace. No cloud round trip. Press one shortcut, speak naturally, and continue where you already are.
01⌘ ⇧PressOne global shortcut
→
02SpeakMeeting note, suitability rationale, follow-up email
→
03IKeep goingText appears at the cursor

WHERE THE NOTE LANDS

The note belongs in the CRM, not in another tool.

01

No double entry

Dictate the meeting note into the CRM field itself. No notetaker inbox to copy from, no second system to reconcile.

02

No bot in the meeting

VoicePrivate does not join, record, or transcribe client calls. You dictate the summary you want on the record, then review it.

03

An answer for the review

Client dictation is processed on your computer and is not uploaded to us. Bring that to your compliance and vendor review.

NO CLOUD DETOUR

Nonpublic client information should stay inside your workflow.

VoicePrivate processes audio and transcript text on the device, then types into the destination you choose. No client dictation is uploaded to VoicePrivate.
TRANSCRIBED HEREON THIS DEVICE
01 Works fully offline02 Local history03 Zero app telemetry04 No audio uploads
Personal Dictionary×
All Categories ▾
  • EBITDA
    Finance
  • Roth conversion
    Finance
  • 10b5-1
    Finance
  • CUSIP
    Finance
Stored on this device

YOUR WORDS, CORRECTLY

Language your work already understands.

Financial language comes built in. Add clients, funds, tickers, and firm terms once and VoicePrivate remembers them on your device.

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 documents every transcription with integrity checks
  • 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.

VoicePrivate also has pages built for specific finance roles: voice to text for financial advisors and dictation for CPAs and accountants.

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 $197/yr $240/yr $156/yr base $228/yr Free
VoicePrivate Finance app icon

VOICEPRIVATE FINANCE

Finish the meeting.
Keep the full picture.

Unlimited on-device dictation for Mac and Windows.

$197per year
Get Finance Edition →Or $24.99 monthly · 14-day money-back guarantee