← All tools

Live

File-Note.ai

Audit-ready file notes, straight from the meeting.

File-Note.ai interface preview

File-Note.ai turns the conversation you just had into the record you are required to keep — and shows you, rule by rule, where the note still needs work before you sign it off.

File notes are where compliance quietly breaks down — written late, from memory, missing the things a reviewer looks for.

Record to draft

Capture or upload the meeting audio; it is transcribed and turned into a clean, structured file note.

Compliance findings

Checks the note against 61 Australian advice rules and flags exactly what is missing.

Resolve and sign off

Fill each gap inline, re-check, and export an audit-trail PDF that preserves your verbatim answers.

Who it's for

Advisers who need defensible file notes without losing an evening to writing them.