qatip writes up each client review: their goals, what has changed since last time and what you agreed to do next.
300 free minutes a month, no credit card needed.
qatip is an AI note taker for financial advisors: it records client reviews in your office on an iPhone or Android phone, and video calls on Mac or Windows, with no bot. You get a transcript and a report of the client's goals and what was agreed. Data stays in the EU and is never used to train AI models.
Updated November 2026
Your client remembers last year's review differently from you. They say you talked about moving part of their savings sooner. Your notes say “discussed timing,” which settles nothing.
The problem
“When the client talks about their plans, I'm busy writing down figures.”
In qatip Recording and transcript
Record the review with your phone on the desk, or from your computer on a video call. Every sentence is written down with the speaker's name.
After: You follow the client's thinking, and the figures are still on the page.
The problem
“My notes never make clear what we agreed and what we only talked about.”
In qatip Report
Give the report your own sections, such as the client's goals, changes since the last review, what was agreed and follow-ups. The agreed points sit apart from the discussion.
After: The next time the question comes up, the answer is in writing.
The problem
“What did the client say about retiring early, and was that this year or last?”
In qatip Ask
Ask in plain words across every review with that client. The answer shows the meeting and the moment it came from.
After: You prepare from what the client said rather than from your summary of it.
The problem
“My clients tell me about their finances, and I need to know where that ends up.”
In qatip Audio retention
Data is stored in Frankfurt and only you and the people you share with see it. Keep audio for 7, 30 or 90 days or a year, or don't keep it at all.
After: When a client asks where their conversation is kept, you have a clear answer.
Every section comes from a template, and you can change it to fit your meetings.
qatip follows GDPR and KVKK, stores data in the EU and offers a data processing agreement on Enterprise. Whether that's enough depends on the rules you work under, so check with your compliance team before recording client meetings.
No. Your meetings are never used to train AI models, and you can delete your account and everything in it at any time.
Yes, on the Team plan: shared folders, templates and people, plus company sign-in (SSO). It costs $24.99 per person a month.
Start on the free plan, or try Pro free for 7 days. Cancel anytime.
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