VoicePrivate Finance
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On-device recognition
Advanced speech recognition runs entirely on your computer for complete privacy and control.
PRIVATE DICTATION FOR FINANCIAL PROFESSIONALS
Finance dictation.
Kept private.
Finance dictation software for advisors, with 10,000+ financial terms. Dictate client summaries and follow-ups on your computer, never on our servers.
$197/year · 30-day money-back guarantee
Speak freely.Recognition stays on your device.
Your thoughts never need
a server.
Works offline
Dictate anywhere, anytime. No internet connection required.
Five professional editions
General, Healthcare, Legal, Finance, and Insurance.
01 — THE LOCAL DIFFERENCE
There’s private cloud.
Then there’s no cloud.
Privacy controls can change what a cloud service keeps. VoicePrivate changes where speech recognition happens.
Cloud dictationA remote recognition service
Your voiceVendor’s serversYour text
Audio leaves your device
VoicePrivateOn-device recognition
YOUR COMPUTER
Your voiceLocal AIYour text
✓ No audio uploaded to us
Dictation stays local. Text entered into another app follows that app’s storage policies. Licensing, downloads, and updates may use the internet.Read the privacy policy ↗
02 — EFFORTLESS, BY DESIGN
Speak your mind.
Keep your workflow.
One shortcut brings your voice to the app you’re already using. No meeting bot. No new place to write.
VoicePrivate — FinancePrivate-First Transcription6,346words today27dictations119msaved vs typing
Press to record here, or use
⌘⇧Spacefrom any app
On-device speech engine ready0 audio/text bytes to our servers
Client documentation
Client review · planning summary
Reviewed liquidity needs, upcoming education expenses, and questions about the retirement timeline. Send the updated planning summary, confirm beneficiary information, and schedule a follow-up with the client’s accountant.
Your words, ready for your review.
Interactive product demonstration. No microphone access or live speech recognition on this page.
Press
A single shortcut, wherever you work.
Speak
Dictate naturally. Recognition runs locally.
Continue
Review the text in your chosen application.
03 — LANGUAGE THAT BELONGS TO YOU
The right words.
Already at home.
Your names. Your terminology. Your way of working. Add a personal dictionary and choose an edition built around the language of your profession. The Finance Edition feature list shows what is included.
10,000+financial terms included
Financial vocabulary▱ On this device
A language all your own.
01EBITDA✓
02Roth conversion✓
03CUSIP✓
0410b5-1✓
＋ Add the words that matter to your work.
MAKE IT YOURS
Make it yours.
Make your own voice commands. Pick a phrase, such as "sign off", and choose what it does: insert text, press Return or Tab, wait a moment, or insert a text shortcut, in order. Say the phrase on its own with the dictation shortcut and the steps run in the app you are typing in. Voice commands never open apps, websites or files, and they only run with Auto-paste on. They are included in your backups, and you can export them to a file and import them on another computer.
Bring your vocabulary with you. One Import button in the Personal Dictionary reads a Dragon word list (text or XML), a plain word list, a CSV or tab separated file, an Excel workbook (.xlsx) or a VoicePrivate export. You review the terms before anything is added, and importing never removes or overwrites a term you already have.
Vocabulary sets and team packs. Group names and terms per client and switch each set on or off in the Personal Dictionary, in Settings or from the menu bar. Terms in a set that is off are not used. Save chosen sets and shortcuts as a .vppack file, share it, and import it on another computer. You preview a pack before importing it, and Remove this pack takes out everything it added.
A Help Center with videos. Help is now a full Help Center in the app: search every guide, browse by section, and see only the guides for the Finance edition and your computer. Every feature has a step by step guide, and there is troubleshooting and a Switching from Dragon section. A small question mark next to settings and on main screens opens the guide for that feature. Guides come with the app and work offline. Short help videos play inside the app for licensed users.
04 — CONSIDERING THE ALTERNATIVES?
Same ambition.
Different architecture.
Dragon Professional Anywhere provides cloud-hosted speech recognition for enterprise workflows. VoicePrivate Finance keeps recognition on your own computer.
01 / FINANCIAL DICTATION
Coming from Dragon Professional Anywhere?
Prefer to stay local?
Dictate client summaries and follow-ups with financial terminology while recognition stays on your Mac or PC.
See local dictation ↗Dragon Professional Anywhere product details ↗02 / THE ARCHITECTURE
Privacy policy,
or private by design?
Cloud controls govern how remote services handle data. VoicePrivate changes the path itself: speech recognition runs on your Mac or PC.
Compare the path ↗Compare the workflow as well as the architecture. Cloud services offer their own security controls; capabilities and integrations differ. Product details reviewed September 2026.
WHAT ADVISORS KEEP REPEATING
The write-up tax.
And the data dread.
We read what advisors and accountants actually post. The same two problems dominate.
Note-taking competes with being present.
You cannot lead the conversation and scribble notes at the same time.
After-meeting write-ups eat the day.
Every hour-long meeting adds 30 to 45 minutes of documentation.
Notes get written at night, from fuzzy memory.
By the time you sit down at 7pm, half the detail is gone.
CRM entry is pure dead-time admin.
Typing into Redtail or Wealthbox is the part everyone hates.
Client PII in ChatGPT feels like a breach.
Pasting an SSN, account numbers, or income into a public chatbot is a hard no.
Your firm has banned public AI.
Compliance blocked the LLMs, so you are stuck doing it the slow manual way.
Recordkeeping rules hang over every note.
Books-and-records and off-channel scrutiny make sloppy notes a liability.
Clients are telling you to turn the AI off.
Many clam up the moment they hear a cloud notetaker is recording.
Generic AI mangles tickers and fund names.
In this world a transcription error is a compliance error. See how tools compare in the voice-to-text ranking for financial advisors.
Source: recurring themes across r/CFP, r/financialadvisors, r/FinancialCareers, r/accounting, r/tax, and r/Banking. Compiled 2026-06-04 from indexed thread titles and snippets. Direct Reddit fetches were blocked. No quotes were fabricated.
05 — ONE PRINCIPLE. FIVE EDITIONS.
Private by nature.
Specific to your world.
Choose the language of your work. Local processing comes with every edition.
General
Ideas, emails, and everything in between.
$84 / year
Healthcare
For notes that deserve your full confidence.
$297 / year
Legal
For the work you hold in confidence.
$247 / year
Finance
For the details behind every client relationship.
$197 / year
Insurance
For a complete record of the work you do.
$197 / year
FOR TEAMS
A dashboard for your team.
Contact us and we will give you a dashboard to administer all the licences for your company. The administrator signs in with a link sent to their email, so there is no account or password to set up. The dashboard shows every licence on the team and which computer uses it. If somebody leaves, release their seat or revoke their key, then issue a new key so the seat is reused by someone else.
YOUR NEXT WORD STARTS HERE
Keep the details in your hands.
Meeting notes. Planning summaries. Follow-ups.
Unlimited dictation. Local processing.
A subscription that fits your work.
✓30-day money-back guaranteeThe full edition. Not right for you? Email us within 30 days of your first payment for a full refund.
VoicePrivate Finance$197/year
$197 billed today, then yearly. 30-day money-back guarantee.
$197$24.99Unlimited on-device dictation
Mac and Windows
Voice commands you make yourself
Personal dictionary, vocabulary sets and text shortcuts
Import your vocabulary from Dragon, Excel or CSV
Help Center with videos
Local history
Billed today. 30-day money-back guarantee.
BEFORE YOU BEGIN
A few good questions.
Does my dictation audio leave my computer?
No. Speech recognition runs on your device. VoicePrivate does not upload your dictation audio or transcript text to its servers.
Can I use it without an internet connection?
Yes. After installation and the required model download, dictation works offline. Licensing, downloads, and updates may use the internet.
Which edition should I choose?
Choose General for everyday writing, or the Healthcare, Legal, Finance, or Insurance edition for vocabulary tailored to that work.
Is there a free trial?
No. VoicePrivate has no free trial and no free tier. Individual monthly and annual plans come with a 30-day money-back guarantee: if it is not right for you, email info@voiceprivate.com within 30 days of your first payment for a full refund.
Does local processing make my entire workflow compliant?
Local recognition reduces data sent to a speech vendor. Your device security, destination applications, organization policies, and professional obligations still matter. The guide to FINRA compliant data and SEC recordkeeping rules explains where dictated notes fit in Rule 4511 and Rule 17a-4 retention.