Take Note AI
Capture, summarise and store client meetings as a single audit-ready record — but not every tool protects your data like TakeNote does.
At a glance
4.0 out of 5
Scored by Alex after real useOur verdict
TakeNote converts conversations into FCA-compliant suitability records. Suitable for busy advisers needing compliance support, but not if you prefer a simpler solution without AI features.
✓What it does well
✕Where it falls short
Key features
Questions about Take Note AI
What does Take Note AI do?
Take Note AI captures, summarises and stores client meetings as a single audit-ready record. It converts conversations into FCA-compliant suitability records, provides live transcription, reads uploaded client documents to extract key information, and automatically raises follow-up actions from the conversation.
How much does Take Note AI cost?
Take Note AI's Standard Plan costs $150 per user per month plus VAT, billed monthly with no usage limits. The price was published by the vendor in September 2026, and Toolio re-checks it quarterly.
Who is Take Note AI for?
Take Note AI is best for FCA-regulated financial advisers who need compliance support, and it generates structured suitability notes aligned to FCA requirements. The reviewer says it is not the right pick for complex enterprise networks or for anyone who prefers a simpler solution without AI features.
How does Take Note AI handle client data?
Take Note AI encrypts data and isolates it per firm, and client data is never used for model training or other purposes. The vendor's own description claims that not every tool protects data the way TakeNote does.
How accurate is Take Note AI's transcription?
Take Note AI's word error rate is benchmarked at 3%, which the reviewer notes may not be perfect for every conversation. The reviewer still credits its AI meeting notes with summarising conversations at high accuracy. Alex scored the tool 4.0 out of 5 after real use.