Pricing

Pays for itself after the first hour you save

A single meeting record takes you 25 to 30 minutes today. With ZAPSIO, it takes 2. Choose a plan based on whether you work on your own or in a team.

less than $1.20a day on the Advisor plan
40 to 60meetings a month included
13 hoursof writing saved every month

Advisor

For independent advisors

How many hours of meetings per month?
$35 / month
Billed annually: $30 / month
  • 30 hours of meetings every month
  • Meeting record and PDF export
  • Completeness check
  • Deal reminders
  • Transcript, summary, tasks and client email
Try it free

Team of 10 advisors

For an office or a team leader

$260 / month per team
$26 per advisor, each additional advisor at the same price
  • Everything in the Advisor plan
  • One template for the whole team
  • Team leader overview
  • Free team onboarding
Book a team demo

Network

For advisory networks

Custom pricing
  • Template based on your network’s form
  • Integration with your system
  • Custom data processing agreement
  • Dedicated contact person
Get in touch
5 days free Cancel in one click 14-day money-back guarantee Invoice to your business ID
In every plan

What is always included

Whether you choose 30 or 60 hours, a team or a network, all 12 features are included. No add-on fees.

Meeting record

Requirements, needs, recommendation and the reason for it, filled in from the conversation. A finished PDF ready to sign.

Completeness check

Before you save, it flags what is missing from the record, such as risks or the reason for the recommendation.

Deal reminders

End of a fixed-rate period, policy anniversaries and promised follow-ups. We remind you of them by email.

Czech and Slovak transcription

Accurate transcripts of in-person and online meetings, including names, amounts and rates.

Summary and tasks

Key points of the meeting and tasks with deadlines, right after the meeting.

Client email

A ready-made summary for the client with next steps. Just review and send.

Meeting prep

Before the next meeting, see what was discussed last time, what the client was dealing with and what is still open.

All clients in one place

Every client’s meetings, records, tasks and reminders in one place.

Team sharing

Send a record to a colleague, assistant or team leader with a single link.

Export to PDF and Word

A meeting record with your logo and signature lines, ready for the client file.

AI chat across your meetings

Ask what the client said about their income or emergency fund, even across all your meetings.

Security and client consent

Data encrypted and stored in the EU. The client’s consent to recording is saved with the meeting.
See all features →
Security and privacy

Your data is safe

Meetings contain sensitive information. We take that seriously, and this is how we protect your data.

GDPR Fully compliant
Data in the EU Servers in Europe
Encrypted connection SSL / HTTPS
Encrypted data At rest and in transit
Privacy We never share your data
Frequently asked questions

You might be wondering…

What is included in the Advisor plan?

30 hours of meetings a month, which at a typical meeting length means roughly 40 to 60 meetings. The price includes transcription, the meeting record, completeness check, deal reminders, summary, tasks and the client email. No extra charges for individual features. If you have more meetings, choose 60 hours for $55.

Is my data safe?

Yes. We process and store all data in compliance with GDPR, on servers in the European Union. We never share transcripts or recordings with anyone else.

Does it work both at the client’s and online?

Yes. At the client’s, you record on your phone, just put it on the table. Online meetings on Teams, Zoom or Google Meet can be captured from your computer, or you can upload an existing recording.

Can I cancel or change my subscription at any time?

Of course. No long-term commitments: change or cancel your subscription in one click right in your account, with no fees.

What if 30 hours is not enough?

Your hours renew every month. If you run out sooner, switch to 60 hours in the app for $55 a month and carry straight on. For the rest of the month you only pay the prorated difference, and you can switch back to 30 hours at any time.

Will I lose my data if I cancel my paid plan?

No. If you cancel your paid plan, your meetings, transcripts and summaries stay safely stored. You keep access to the app until the end of the paid period, and you can come back at any time: your data will be waiting for you. It is only deleted if you delete it yourself or close your entire account.

How do I cancel my subscription?

You can cancel your subscription at any time in your account settings (Subscription section). Your access stays active until the end of the paid period, and we charge no cancellation fees.

Is there a lower price for teams?

Yes. With annual billing, the Advisor plan comes to $30 a month. Teams of 10 or more advisors pay $26 per advisor, and for advisory networks we prepare a custom offer. Just write to info@zapsio.com.

Is ZAPSIO suitable for an entire advisory office?

Yes. The whole team works with the same record template, and the team leader can see who has finished their records. We can build the template from your network’s form.

Is support available if I need help with something?

Of course. Email us any time at info@zapsio.com or reach us through the contact form. We are happy to help with anything, Monday to Friday from 9:00 to 17:00.

Stop writing records in the evenings

Try ZAPSIO free for 5 days, cancel any time.

Try ZAPSIO free