Transcription built for Quebec French
Automatically recognizes Quebec financial terminology: RRSP, TFSA, FHSA, RRIF, QPP and more.
- RRSP, TFSA, FHSA, RRIF, QPP recognized
- Over 97% accuracy
- AI-corrected terminology
AMF 2027 ready · Law 25 · Azure Canada
Turn your client meetings into compliance-ready notes — in 2 minutes.
FinancIA transcribes the meeting and drafts a note that meets the AMF's documentation requirements, automatically. 45 min → 2 min, over 97% accuracy on Quebec French, and 100% of your data in Canada.
No credit card required · 14-day trial
AMF compliant
Meeting note
Client: Mr. Tremblay
Generated in
1 min 48 s
RRSP — ContributionComplete
TFSA — StrategyComplete
RRIF — WithdrawalIn progress
Time-stamped audit log · 2026-05-31 14:08 EST · Azure Canada Central
Built to the standards of
AMFIQPFLaw 25Azure CanadaMicrosoft
0 min
To generate a report
0 %
Of your data in Canada
AMF 0
Aligned with the AMF AI guideline
Meeting notes, rethought
The same compliant deliverable, without the paperwork.
Before FinancIA
- 45 minutes after every meeting.
- Risk of missing something the AMF requires.
- Compliance anxiety on every file.
- No time-stamped audit trail.
With FinancIA
- 2 minutes and you're on to the next file.
- Report structured to the IQPF/AMF framework.
- Documentation compliance you can prove.
- Time-stamped audit trail, hosted in Canada.
Built for practice in Quebec
Three essentials, designed around how Quebec financial planners actually work.
AMF-structured reports
A note that meets documentation requirements, ready to file.
- IQPF framework, section by section
- PDF and Word export
- Nothing invented, ever
100% Canadian data
Not one byte leaves the country, at any stage of processing.
- Azure Canada Central & East
- Auto-deleted after 30 days
- Zero international transit
Three steps, and no more
1
Record your notes after the meeting
Dictate straight into your browser once the client has left. The meeting itself is never recorded.
2
AI transcribes & structures
fr-CA transcription, terminology correction, organized section by section.
3
Compliant report exported
Review, adjust, export to PDF or Word. Time-stamped audit trail included.
Institutional-grade security
Your client files never leave Canada
At FinancIA, security isn't a feature — it's the architecture.
- Azure Canada Central / East
- Hosting and AI on Canadian soil, with no failover across the border.
- AES-256 encryption
- Data encrypted in transit (TLS) and at rest.
- Law 25 compliant
- Explicit consent, right to erasure, privacy impact assessment filed.
- Immutable audit trail
- Every access and action is logged and time-stamped.
I dictate my notes in three minutes after every meeting. The report comes back structured, AMF-compliant, and filed automatically. I couldn't go back.
Take back your time. Keep your compliance.
Join the Quebec financial planners writing their meeting notes in two minutes.
No card required · 14-day trial · Cancel anytime