From handwriting to searchable data in 30 seconds
Snap a photo of handwritten notes, dictate with your voice, or type naturally. AI transforms everything into professional summaries and extracts financial data automatically.
Step 1: Capture
Type, photograph handwritten notes, or dictate with your voice
Step 2: AI Transforms
Step 3: Use Everywhere
Searchable notes, updated CRM, tracked action items—all linked to client records
OCR accuracy for clear handwriting
AI enhancement types for any use case
Search any note across all clients
Digitise handwritten notes in seconds
Take photos of handwritten meeting notes and watch AI transform them into searchable, structured text. Perfect for in-person meetings, legacy file digitisation, and client-provided documents.
Paper Notes: Unsearchable, Inaccessible
Meeting with Smith Family - Q1 Review
Jan 15, 2026
Portfolio down 2.3% this quarter
Discussed retirement goals - want to
retire by 2030
John got raise: $85,000
Bought new car - Toyota $35k
Action: Research crypto options
Action: 529 plan analysis
After OCR: Searchable, Structured Data
Meeting with Smith Family - Q1 Review
January 15, 2026
Portfolio down 2.3% this quarter
Discussed retirement goals - want to retire by 2030
John got raise: $85,000
Bought new car - Toyota $35k
Action Items
- □ Research crypto options
- □ 529 plan analysis
How OCR Works: 3 Simple Steps
Take Photo
Photograph your handwritten notes with your phone or scan them. Multiple pages supported.
AI Extracts Text
Google Cloud Vision OCR processes the image and extracts all text with 95%+ accuracy.
Review & Save
Review the extracted text, make any corrections, and save to client record. Instantly searchable.
Total Processing Time
30 seconds
Perfect For Every Scenario
In-Person Meetings
Take handwritten notes during face-to-face meetings, photograph afterward, and digitise instantly.
Legacy File Digitisation
Digitise years of paper client files. 10-20 files per day, complete archive in 2-3 months.
Client Documents
Clients bring handwritten asset lists? Photograph them and extract data automatically.
Whiteboard Sessions
Photograph whiteboard planning sessions and preserve the content digitally forever.
20-25 Minutes Saved Per Meeting
No more typing up handwritten notes. Snap a photo, review the OCR output in 30 seconds, and move on to your next task. Your paper notes become searchable, structured digital records instantly.
Create notes your way
Choose the method that fits your workflow. Type naturally, photograph handwritten notes, or dictate with your voice. Every method delivers the same powerful AI features.
Rich Text Editor
Traditional typing
Professional-grade editor with formatting, tables, lists, and more. Same technology used by Notion and GitLab.
Best For
Virtual meetings where you can type during the call, or detailed documentation that needs structure
OCR from Images
Photograph handwritten notes
Snap photos of handwritten paper notes and AI instantly converts them to searchable digital text with 95%+ accuracy.
Most Popular
In-person meetings, client-provided documents, or digitising years of paper client files
Voice-to-Text
Hands-free dictation
Speak your notes naturally and watch AI transcribe in real-time. Faster than typing, perfect for quick summaries after meetings.
Best For
Quick summaries after client calls, multitasking during busy days, or when driving between appointments
Every Method Gets Full AI Power
No matter how you create your note—typed, photographed, or dictated—you get the same powerful AI features:
Transform rough notes into polished documents
AI enhances your notes with one click. Choose from 5 enhancement modes to create professional summaries, detailed analysis, client-friendly versions, action items, or formal meeting minutes.
BeforeYour Rough Notes
met with clients today talked about their retirement
they want to retire in 2030 maybe sooner if market is good
john mentioned he got a raise to $85k
they bought new car toyota camry $35k
worried about college costs for daughter
also talked about increasing life insurance
jane's company offers stock options she doesn't understand
Typical rough meeting notes - unstructured, lacks context
AI Professional Summary
EXECUTIVE SUMMARY
The Smith family met today to discuss retirement planning and recent financial changes.
Key Topics:
- • Retirement Timeline: Targeting 2030, with flexibility for earlier retirement
- • Income Update: John received salary increase to $85,000 annually
- • Major Purchase: New vehicle (2024 Toyota Camry, $35,000)
- • Priorities: College funding for daughter, life insurance increase
- • Outstanding Items: Education needed on Jane's employer stock options
5 AI Enhancement Modes
Professional Summary
Creates executive summary of key points from rambling meeting notes
Best for:
Team sharing, file documentation, client record summaries
Detailed Analysis
Expands brief notes with context, explanations, and recommendations
Best for:
Comprehensive file documentation, planning notes, strategy sessions
Client-Friendly Summary
Rewrites technical notes in plain language clients can understand
Best for:
Follow-up emails, client-facing summaries, meeting recaps
Action Items Extraction
Finds and lists all to-dos, follow-ups, and next steps automatically
Best for:
Task tracking, ensuring nothing falls through the cracks
Meeting Minutes Format
Structures notes into formal meeting minutes with timestamps and agenda
Best for:
Compliance documentation, formal records, board meetings
All Versions Saved
Generate all 5 versions from one note. Original always preserved, switch with one click.
Example:
Original for reference, Professional for team, Client-Friendly for email
How AI Enhancement Works
Click enhancement type (e.g., "Professional Summary")
AI analyses note content (10-20 seconds)
Preview enhanced version in split-screen
Accept or modify as needed
10 Minutes Saved Per Meeting
No more spending time formatting and organising notes. AI transforms rough notes into professional documents instantly, so you can move on to your next task.
Everything you need in one place
Rich formatting, universal search, automatic data extraction, and perfect integration with client records. Your notes become a searchable, actionable knowledge base.
Universal Search
Find anything, instantly
Search across all notes, all clients, all time. Full-text search indexes every word, so you can find that one detail from 6 months ago in seconds.
"cryptocurrency"
→ 12 results across 8 clients
→ Highlighted in context
→ Click to open full note
Auto Data Extraction
Zero manual entry
Same powerful AI extraction as transcriptions. Mention a salary, asset, or expense in your notes and AI automatically updates the CRM database.
What Gets Extracted
Professional Editor
Notion-level formatting
Same technology used by Notion and GitLab. Rich formatting, tables, lists, and more—without the complexity.
Complete Integration
Always in context
Every note linked to a household record. Appears in client timeline, searchable from household view, context always preserved.
Built For Financial Advisors
Action Items Tracking
AI extracts to-dos automatically. Interactive checkboxes, assign to team members, track completion.
Complete Audit Trail
Every note tracks who created it, when, and all edits. Perfect for compliance and record-keeping.
Never Lose Information
All notes backed up, encrypted, and accessible from any device. Paper notes deteriorate—digital lasts forever.
Traditional Note Systems
Wealthie AI Notes
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