SONARI FOR FINANCIAL PROFESSIONALS

Complex conversations.
A record you control.

Capture client reviews, diligence interviews, and planning sessions with the context intact. Sonari separates assumptions from decisions, identifies open questions, and keeps every important statement tied to its source.

Start the 30-day evaluation ↓See how Sonari works
Local processing · Visible evidence · Controlled retention · Review before sharing
LIVE CAPTURE
Two isolated audio sources
✓
VERIFIED RESULTEvery insight keeps its source

Speaker · quotation · timestamp

Localspeech and intelligence
Citedassumptions and decisions
Privaterelationship memory
Clearactions and follow-up
THE PROFESSIONAL PROBLEM

Stay present without
losing the record.

01

Dense conversations blur

Goals, constraints, assumptions, concerns, and commitments can collapse into an oversimplified recap.

02

The why gets lost

A decision without the client’s language and underlying evidence becomes hard to revisit or supervise.

03

Review work becomes manual

Professional records should surface what changed, what remains open, and who promised what without a second transcription project.

SONARI OUTLINEQuarterly Client ReviewVerified from the meeting

What Changed

  • Liquidity needs moved to Q4
  • Risk tolerance remains unchanged
  • One planning assumption needs validation

Decisions

  • Keep current allocation pending review
  • Schedule tax-planning session

Follow-up

  • Confirm updated cash-flow projection
  • Send reviewed summary to client
SOURCE
CHECKED
ONE-BUTTON WORKFLOW

From conversation
to usable work.

01

Confirm capture

The meeting-ready screen verifies the microphone, app audio, storage, and local models before recording.

02

Record privately

Sonari captures distinct sources and transcribes with your chosen local speech model.

03

Separate the record

Review facts, assumptions, decisions, concerns, and open questions as distinct categories.

04

Prepare follow-through

Create an outline, action list, reminders, and a polished draft that remains subject to your review.

✓

Client review outline

Goals, changes, concerns, and decisions in a consistent structure.

✓

Assumption register

Important premises stay explicit and linked to their source.

✓

Diligence questions

Unanswered or conflicting points carry forward into the next session.

✓

Supervised follow-up

Actions and drafts remain editable before they leave the Mac.

QUESTIONS PROFESSIONALS ASK

Private by design.
Clear in practice.

Is Sonari a compliance system?+

No. Sonari is a meeting capture and intelligence tool. Your organization remains responsible for recording consent, books-and-records requirements, supervision, retention, security, and all applicable professional obligations.

Can meeting content stay off a vendor AI cloud?+

Yes. Transcription and summary intelligence can run locally on the Mac. Model downloads, licensing, updates, and optional services may still use the network without requiring meeting-content uploads.

Can I control how long audio is retained?+

Yes. Retention controls allow the user or organization to decide when source audio is deleted while keeping the transcript, subject to its own policies.

Can summaries be checked against the conversation?+

Yes. Important insights can retain speaker, quotation, and timestamp evidence that opens the relevant source moment.

SONARI

Make the next meeting
the first useful one.

Install the complete professional workflow on your Mac. No credit card is required for the 30-day evaluation.

Download Sonari 0.34 ↓