Private AI note taker for financial advisors

1. Before the review

   Walk in knowing what’s open

   With NoteOwl Pro, NoteOwl reads your Mac’s Calendar and builds a prep page for each meeting: who’s coming, your notes, and what’s still open with them from past meetings.

2. During the meeting

   Talk to the client, not the keyboard

   No bot joins your Zoom, Teams or Google Meet call; in your office, NoteOwl records through your Mac’s microphone. Type a point in the notes box and it feeds the summary.

3. After the meeting

   The write-up, done

   The summary and action items are written on your Mac when you stop. Summarize as → Consultation turns them into the client’s situation and goals, your advice, the options and the next steps.

4. The follow-up

   The recap email, drafted

   In the meeting, ask the wand for the follow-up email to the client, and NoteOwl drafts it from what was said, for you to edit and send from your own mail.

Check it on your own Mac

1. 1

   Turn off Wi-Fi and record

   After the model download, turn off Wi-Fi and record a short meeting. The transcript, the summary and Chat all still work, because they run on your Mac.

2. 2

   Open the folder

   In NoteOwl, open Settings → General and click Show in Finder beside Local Vault. Your recordings, transcripts and notes are there, as files on your Mac.

3. 3

   Watch the connections

   Run a network monitor while you record and summarize a meeting. NoteOwl makes only the connections in the table above, and none of them carries what your clients said.

12export const pilot = {
13  budgetCap: 90_000,
14  weeks: 8,
15  accounts: 'personal',
16};
17
18
// TODO: confirm engineeringLead with Daniel before pilot.startDate
// TODO: confirm engineeringLead with Daniel before pilot.startDate
// TODO: confirm engineeringLead with Daniel before pilot.startDate

• Polish — one tap tidies your words in the tone set for that app
• Voice notes — a thought after a meeting, audio and text kept together
• Rewrite by voice — select text, press ⌥X and say how to change itPro
• Custom vocabulary — client, fund and company names spelled your wayPro

• A profile for every client

  Who they are, a summary of your relationship written from your meetings, your private notes, what’s still open, and every conversation you’ve had. Set the relationship to Client.

• Who said what

  On a call, each line of the transcript is labelled by speaker. Rename Speaker 2 to your client and the whole transcript updates.

• Help mid-meeting

  Joined late, or lost the thread? Catch up summarizes the meeting so far, and Ask answers a question about it. Only you see it.

• Search every meeting

  Every meeting, note and dictation, one keystroke away with ⌘K.

• Bring in recordings

  Drag in a meeting recorded on your phone or in another app (mp3, wav, m4a, aiff, flac, aac or mp4) and get a transcript, a summary and action items.

• Export for your files

  Save any meeting as Markdown, PDF or text, to a folder you choose. Nothing is uploaded to share it.

• A daily review

  What’s overdue, what’s due today and what came in, every morning.

• Works with Wi-Fi off

  Notes, Chat and dictation run on your Mac, so they work on a plane or at a client’s kitchen table.

• 34 languages

  Meetings and dictation in 34 languages, detected automatically.

Before a review, the client’s profile and the meeting prep page show what’s still open with them.

1. Step 1

   Download free

   Install NoteOwl and dictate into any app, free forever. NoteOwl then downloads its on-device AI models: about 8 GB, downloaded once after install (keep around 10 GB free).

   Download free

2. Step 2

   Try Pro free for 7 days

   Start the trial inside the app with your email address, with no card. Record your next client review and read the notes.

3. Step 3

   Buy Pro: $79

   When you’re ready, buy NoteOwl Pro inside the app: a perpetual licence to NoteOwl Pro for one Mac, with no subscription.