Filenote AI

Record in-person client meetings anywhere—even offline. Upload to Filenote AI to instantly generate comprehensive file notes and and more.

Filenote AI: Effortless File Notes & More

Take Filenote AI wherever you meet your clients. The Filenote AI mobile app is the essential companion to our web platform, designed specifically for financial advisers and wealth professionals on the go.

What you can do with the Filenote AI app:

Record In-Person Meetings: Capture audio of your face-to-face client discovery meetings and check-ins with a single tap, transforming complex conversations into detailed documentation.

Works With or Without Reception: No Wi-Fi? No cell service? No problem. Confidently record meetings offline. Your audio is securely saved locally to your phone, ensuring you never lose a moment of a client conversation.

Upload Phone Call Recordings: Easily upload recorded phone calls or existing voice memos straight from your phone's files app for instant processing.

Seamless Sync to Platform: Everything you capture or upload on mobile is automatically synced with your Filenote AI account. Your generated file notes, mind maps, and compliance reports are delivered directly to the Filenote AI platform, perfectly formatted and ready for review.

Built for Security: Your client data is protected. Filenote AI is SOC2 Type 2 compliant, ensuring your practice meets the highest standards of regulatory security and peace of mind.

Note: The app requires an active Filenote AI account.