Turn Client Meetings IntoProfessional NotesIn ~30 Seconds
Upload meeting audio. Get ASIC-compliant documentation ready for your CRM.Save 3+ hours per client interaction.
See How It Works
Transform your client meetings into professional, compliant documentation in minutes
Upload Meeting Recording
Secure upload of your client meeting audio files
AI Processing
Analyzing your meeting for compliance and key insights
Document Generated Successfully
Client Information
Key Discussion Points
Recommendations
Action Items
No credit card required • Full access for 14 days
Trusted by Australian Financial Advisors
Join hundreds of advisors saving 20+ hours weekly with AI-powered documentation
"Advisor AI cut our admin time by 75%. What used to take 40 minutes now takes 10. The ASIC compliance is perfect - never had an issue with documentation."
"The Xplan integration is seamless. Upload audio, get notes directly in CRM. Our team saves 3+ hours daily and clients love the detailed follow-ups."
Built for Australian Financial Advisors
Professional documentation that meets all compliance requirements
ASIC RG175 Compliant
Every document generated meets Australian regulatory requirements for financial advice record-keeping
Bank-Grade Security
Your client data is protected with enterprise-level encryption and Australian data residency
CRM Integration
Direct export to Xplan, Salesforce, and other popular financial planning software
Lightning Fast
Transform 60+ minutes of meeting audio into professional notes in under 30 seconds
Built for Every Type of Financial Practice
From solo advisors to enterprise firms - Advisor AI scales with your business
Solo Financial Advisors
Perfect for independent advisors who need to maximize client time
- CHECKSave 20+ hours weekly
- CHECKNever miss compliance details
- CHECKProfessional image
Advisory Teams
Standardize documentation across multiple advisors and support staff
- CHECKConsistent note quality
- CHECKTeam collaboration
- CHECKSupervision oversight
Enterprise Firms
Scalable compliance solution for large advisory businesses
- CHECKBulk processing
- CHECKAdvanced analytics
- CHECKCustom integrations
Ready to Save 20+ Hours Every Week?
Join 250+ Australian financial advisors who've transformed their practice with AI-powered documentation.Start your free trial today - no credit card required.