{"best_for":["Financial advisors","Regulated financial services","Small to mid-sized advisory practices","Enterprise financial firms"],"citation":{"dataset":"aitoolsforbusiness-agent-tool-export","directory_tool_url":"https://aitoolsforbusiness.ai/reportr","json_profile_url":"https://aitoolsforbusiness.ai/data/tools/reportr.json","markdown_profile_url":"https://aitoolsforbusiness.ai/data/markdown/tools-md-037.json","schema_version":"1.4.0","suggested_citation_label":"AI Tools for Business: reportr (https://aitoolsforbusiness.ai/reportr)"},"features":["AI Meeting Processing: Joins meetings via calendar integration and uses speaker identification to process recordings.","Compliance-Focused Templates: A customizable library of templates for SoA, RoA, and file notes designed to meet regulatory standards.","Automated Drafting: Supports the conversion of client conversations into initial document drafts and provides one-click exports.","Compliance Infrastructure: Includes secure document storage, encryption, and audit trails designed per ASIC requirements.","Calendar and SSO Integration: Supports Google/Microsoft SSO and Zoom OAuth for one-click meeting joins."],"freshness_status":"fresh","name":"reportr","pricing_note":"A free Basic plan is available for up to 5 meetings per week. The Professional plan is $89 per advisor per month for unlimited meetings. Enterprise pricing is custom.","pricing_url":null,"primary_category":"Productivity","profile_last_verified":"2026-06-03T20:12:00.957Z","secondary_categories":[],"short_description":"reportr is an AI meeting platform that transforms client conversations into regulation-ready reports and compliant documentation for financial advisors.","slug":"reportr","sponsorship_status":"none","url":"https://aitoolsforbusiness.ai/reportr","use_cases":["Compliant Document Generation: Turning client meetings into regulation-ready reports such as SoAs and RoAs.","Meeting Record Keeping: Generating standardized file notes from recordings to support audit-ready record retention.","Drafting Automation: Using automated drafting to support initial write-ups after client consultations."],"website_url":"https://reportr.ai/"}