How it works

Our Process is Simple

At FinTalkr, we believe technology should make your life easier, not harder. That’s why our process is designed to be simple from start to finish. Just connect your meetings or client calls, and FinTalkr’s AI captures, structures, and generates your File Notes. No complex setup, no steep learning curve. You get clear, accurate documentation tailored to your practice, ready to share or store securely.

Start a New Meeting

Select your client, choose a recording method, and start capture the Meeting, In Person or Online

Get Started

Work with Ask FinTalkr AI

Deep dive in your meetings with Ask AI, creating your own AI Prompts & documents

Ask Fintalkr Now

Your AI Generated Documents

Structed AI Documents with Topics to suit your own business

Generate File Note Now

Capture Every Word. Stay on Track.

Live Transcriptions, Agenda Builder and Compliance Alerts

Capture Now

Structured AI Features

File notes in 2 mins

Australia hosted & security

AI trained on adviser language

Mobile & Teams

Exports & Downloads

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Data Lineage & Traceability: Why FinTalkr Leads the Pack

Built for Real World Accountability Whether for audits, internal compliance, or client transparency. FinTalkr gives you clarity, confidence, and control. Perfect for financial planners, licensees, and enterprise firms looking for trustable voice to text and AI driven documentation

End to End Data Lineage

Transparent AI

Compliance Ready

Military Grade Security

Assured For Australian Advisers

No matter how you meet, in person or online, FinTalkr™ captures every detail with precision and turns it into professional grade file notes. Built for compliance and trusted by advisers, it helps you stay focused on delivering quality advice while we take care of the admin.