Acta.ai: India-built AI meeting assistant that joins calls, transcribes, and produces role-specific summaries, decisions, and action items. FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Acta.ai when sales discovery calls that need deal briefs and follow-up tasks matters most, and FinScribe when generating pre-meeting prep pages for advisory sessions matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
India-built AI meeting assistant that joins calls, transcribes, and produces role-specific summaries, decisions, and action items.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
Acta.ai is an AI meeting assistant developed by Agilean Solutions Private Limited, an India-based company. It connects to a user's Google or Microsoft account and calendar, and its agent automatically joins scheduled meetings on Google Meet, Microsoft Teams, and Zoom. After a meeting, Acta.ai records and transcribes the conversation and then analyzes it to generate a concise summary, a list of decisions, and actionable tasks. A distinguishing element is its persona-based approach: the platform offers domain-specific agents oriented toward business functions such as Sales, Engineering, Recruiting, Project Management, Finance, Customer Support, and HR, with the ability to convert discussions into role-appropriate outputs like product requirement notes, ticket-style items, deal briefs, or assessment reports. It also includes an 'Ask Acta' assistant for querying meeting content and provides a Chrome extension. Acta.ai is positioned for cross-functional teams that want meetings translated into structured follow-up work rather than only a raw transcript, and it markets itself around moving from 'what was said' to 'what needs to be done.' The product is actively operating, offering a free trial alongside paid tiers. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is an AI meeting assistant focused on wealth and financial advisory client meetings. It joins virtual meetings on platforms such as Zoom, Microsoft Teams, Google Meet, and Webex as a note-taking participant, and supports in-person meetings through its mobile and web apps, then turns client conversations, financial consultations, and strategy sessions into structured, professionally formatted documentation. Beyond notes, FinScribe generates pre-meeting prep pages with agendas and background information, drafts follow-up emails summarizing decisions and action items, and pushes information into the user's CRM. It integrates with financial-services CRMs and tools including Salesforce, Redtail, Wealthbox, HubSpot, Practifi, Salentica, and others, along with Slack, Aircall, Google Calendar, and Zapier. The product emphasizes a recording-free approach in which meeting audio is discarded after notes are processed, SOC 2 Type II certification, MFA and SSO support, redaction of sensitive identifiers, and a commitment not to train its models on client data. FinScribe serves solo advisors, RIAs, asset management firms, private bankers, accountants, and family offices, and is a Y Combinator-backed company. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Acta.ai is a free tier with paid upgrades (freemium); FinScribe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Acta.ai | FinScribe |
|---|---|---|
| Core capability | Automatic meeting join, recording, and transcription across Google Meet, Microsoft Teams, and Zoom | AI notetaker that joins virtual meetings and supports in-person capture |
| Standout feature | AI-generated summaries with key topics and takeaways | Compliance-oriented, structured meeting documentation |
| Team usage | Action item generation and tracking | Pre-meeting prep pages with agendas and background |
| Integrations | Persona-based agents for functions like Sales, Engineering, Finance, and HR | Automated follow-up emails with summaries and action items |
| Languages & capture | 'Ask Acta' assistant for querying meeting insights | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more |
| Best-fit workflow | Chrome extension and calendar integration | Recording-free processing with redaction of sensitive identifiers |
Acta.ai
Choose Acta.ai if you need sales discovery calls that need deal briefs and follow-up tasks — strengths include built and operated from india with a focus on turning meetings into structured follow-up work.
FinScribe
Choose FinScribe if you need documenting financial advisor client review and planning meetings — strengths include purpose-built for financial and wealth advisory client meetings.
Acta.ai
FinScribe
It depends on your workflow. Acta.ai is strong for sales discovery calls that need deal briefs and follow-up tasks, while FinScribe is strong for documenting financial advisor client review and planning meetings. Both transcribe and summarize meetings.
Acta.ai is a free tier with paid upgrades and FinScribe is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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