AI TOOL PROFILE
reportr: AI Meeting Reporting for Financial Advisors
- Productivity
- Analytics and Reporting
- Financial advisors
- Regulated financial services
- Small to mid-sized advisory practices
- Enterprise financial firms
Pricing
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.
At a glance
- Best for
- Financial advisors, Regulated financial services, Small to mid-sized advisory practices, Enterprise financial firms
- Key use cases
- Compliant Document Generation, Meeting Record Keeping, Drafting Automation
- Integrations
- Google Calendar, Microsoft Calendar, Zoom OAuth
- Official website
- Visit reportr official website
How AI is used
reportr is an AI-powered reporting tool designed for financial advisors and regulated services, with a focus on the Australian market. The software integrates with calendars to join meetings and uses speaker identification to process recordings into structured documentation.
The tool is designed to address documentation requirements by supporting the creation of Statement of Advice (SoA), Record of Advice (RoA), and file notes. It uses a template library intended to meet regulatory standards and an architecture built for secure storage and audit trails.
Buyers should note that automated drafting is intended for advisor review and finalization. Certain features, such as native e-signature flows and SOC 2 compliance, are listed as part of the product roadmap and are not currently available.
Key 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.
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.
Integrations
- Google Calendar
- Microsoft Calendar
- Zoom OAuth
FAQ
What documents can reportr help generate?
- reportr is designed to generate Statement of Advice (SoA), Record of Advice (RoA), and file note templates based on meeting recordings.
Is there a free version of reportr?
- Yes, the Basic plan is free and allows for up to 5 meetings per week with unlimited reports and templates.
How does reportr handle meeting recordings?
- The tool integrates with your calendar to join meetings and uses speaker identification to process the recordings into reports.
Source category: Productivity
Source subcategory: Analytics & Reporting
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