Filenote AI is the AI platform for Australian advice practices. It turns client meetings and data into file notes, advice documents and CRM updates automatically, so your paperwork is done when the meeting ends.
A Microsoft 365 business account, plus Teams, Zoom or the Filenote AI mobile app.
Start a free 21 day trial and you can be set up in about 5 minutes. No training needed, and our team can join a call if you want help.
Standard is $139 and Pro is $249 per user per month, or $132 and $237 per month billed yearly (AUD, excl. GST). Every plan includes unlimited meeting hours and free seats for support staff.
Add users, change plan or cancel any time in Settings › Users & Billing. See Pricing for full plan details.
Online or in person. Record in Microsoft Teams, Zoom or the Filenote AI mobile app, record phone calls on iPhone or Android, or upload an audio file.
Outputs are generated automatically when the recording ends, and you can create documents any time in Magic Studio.
Filenote AI is built for Australian financial advice, so it understands the terminology and structure compliance expects, and it identifies each speaker.
Every note is a draft: you review, edit and approve it before it goes on the client file.
Filenote AI comes with a set of default templates, including file notes, letters of engagement, paraplanner requests, strategy papers with peer review, ROAs, fact finds, pre-meeting agendas and more. You can tailor any of these to suit your needs, or use your own templates.
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Start your free trial and be set up in 5 minutes.