Frequently asked questions

All audio processing occurs entirely on your device using local AI models. Client meeting recordings and notes are never transmitted to any cloud server. Because no third party ever receives or stores your data, VoicePrivate — Finance Edition supports your documentation requirements without introducing cloud risk. There is no data to subpoena from our servers because we have no audio or text servers.

VoicePrivate — Finance Edition helps create audit-ready documentation that stays under your control. Transcription history is stored locally. All records remain on your device in a searchable, local database — giving you full control over retention and retrieval without third-party dependency.

Local processing ensures client financial data never touches third-party servers, supporting SOX data handling requirements. All transcription of sensitive financial information — audit notes, internal controls documentation, and client communications — remains entirely on your device in a local database, reducing the attack surface for compliance audits.

Yes. All transcription history is stored locally in a searchable, local database. You can search, review, and export transcriptions at any time for compliance review. Records are fully under your control and can be produced on demand for regulatory audits without involving any third-party vendor.

VoicePrivate — Finance Edition includes a built-in dictionary of 10,000+ financial terms covering securities (derivatives, ETFs, options), tax terminology (1040, 501(c)(3), GAAP, IFRS), accounting standards, fund names, and financial abbreviations. This dictionary is injected during the final stage of our transcription pipeline, correcting commonly misheard financial terms after the AI model generates its initial output.

Yes! Pro and Team plans include custom dictionary support. Add client names, fund names, proprietary terms, and any specialized vocabulary for your practice. Team plans also support firm-wide dictionaries that are shared across all professionals in the firm, ensuring consistent transcription of firm-specific terminology.

VoicePrivate — Finance Edition accurately transcribes dollar amounts, percentages, account references, and financial identifiers. The custom dictionary feature helps with specific identifiers unique to your practice — client account numbers, fund ticker symbols, and proprietary codes. For best results with number-heavy dictation, the AI engine is optimized for number-heavy dictation.

VoicePrivate — Finance Edition uses a single, optimized AI engine pre-tuned for financial terminology. No manual model selection is needed. It runs on Apple Silicon with Metal GPU acceleration, and on Windows with optimized CPU inference. The financial dictionary works alongside the AI engine for best results.

VoicePrivate — Finance Edition types directly into any application that accepts text input. This includes Salesforce, Redtail, Wealthbox, QuickBooks, Xero, CCH, or any macOS application. Simply focus the target application and start dictating — text appears as if you're typing.

Yes. VoicePrivate — Finance Edition works fully offline — no network connection needed during meetings. It operates discreetly with no audible sounds, making it ideal for in-person client consultations.

Yes. Use VoicePrivate — Finance Edition alongside Zoom, Microsoft Teams, or any virtual meeting platform. Dictate your notes during or after the call, and the transcription is typed directly into your CRM or document. All processing remains local — no meeting content is sent to our servers.

Absolutely. The Free tier gives you full access to the full AI engine, unlimited transcriptions, and 99 languages — no credit card needed. It's a great way to experience the core product and verify that local processing meets your needs. Many financial professionals start with Free, then upgrade to Pro once they see the financial dictionary in action.

Yes. For firms with 10+ users, contact us at Contact Us for volume pricing. We also support procurement through standard financial technology purchasing channels and can provide security questionnaires and vendor assessment documentation.

Your subscription remains active until the end of the billing period. After that, you'll revert to the Free tier. All your transcription history remains on your device and is fully accessible — we never delete your local data. Custom dictionaries and financial terms are preserved. You can re-subscribe anytime to regain Pro or Team features.

We support standard vendor questionnaires, security assessments, and procurement processes. We can provide: vendor security questionnaires, data processing agreements (though we process zero data on our servers), and volume licensing agreements. Contact Contact Us for procurement inquiries. We offer a 30-day money-back guarantee on all paid plans.