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AI tools

Filenote.ai

AI file notes, client emails and mind maps from recorded adviser meetings.

Made by Filenote.ai Visit Filenote.ai's website
Starting priceFrom AUD 132/user/mo
Checked on the vendor's site · Oct 26
Price on their own siteYes
Firm sizeNot assessed yet
Connections listedNone found
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What their website looks like

Screenshot of Filenote.ai's homepage
Filenote.ai's homepage, as it appeared on Oct 14. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Standard, billed monthly AUD 139/user/mo
per user, per month
 Billed monthly
Excludes GST.
Standard, billed yearly AUD 132/user/mo
per user, per month
 Billed yearly
Excludes GST; the page shows the monthly equivalent.
Pro, billed monthly AUD 249/user/mo
per user, per month
 Billed monthly
Excludes GST.
Pro, billed yearly AUD 237/user/mo
per user, per month
 Billed yearly
Excludes GST; the page shows the monthly equivalent.

Enterprise plan for practices with 7+ advisers: talk to sales

Free 21-day trial

Source: Filenote.ai pricing page. Checked on the vendor's site, Oct 26.

What one person pays for other AI tools

AI tools

Cheapest plan for one person, per month (our sum from each price page). 16 of 30 AI tools have a US-dollar price we can put per person. Filenote.ai isn't on it: Priced in AUD, so it is not put in the US price sort.

CaddiFreeContioFreeFathomFreeFirefliesFreeGrainFreeSynopsist$25/moMunin$29/moFinmate AI$39/moVega$42/moKnapsack$50/moYourStake$50/moHazel$60/moZocks$67/moFocal$100/moJump$100/moDataDasher$120/mo

Price changes

No price changes recorded yet. We last checked on Oct 26.

What it connects to

No custodian, CRM or planning connection found

We didn't find one on the pages of Filenote.ai's site we read. Ask Filenote.ai how account data gets into it.

Leaving later

We haven't read Filenote.ai's site for export instructions yet.Not checked yet

Fits best if

Our judgement

We haven't assessed fit for Filenote.ai yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

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Compare Filenote.ai with another tool

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Corrections

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