Acta.ai: India-built AI meeting assistant that joins calls, transcribes, and produces role-specific summaries, decisions, and action items. Upheal: Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes. 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 Upheal when group practices standardizing documentation and compliance across multiple clinicians matters most. Try them side by side on real calls before deciding — needs vary by team.
India-built AI meeting assistant that joins calls, transcribes, and produces role-specific summaries, decisions, and action items.
Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes.
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
Upheal is an AI-native electronic health record (EHR) platform built specifically for mental health therapists and behavioral health practices. It records and transcribes therapy sessions and then generates clinical progress notes formatted to a chosen template, typically within about a minute. Sessions can be captured through Upheal's built-in HIPAA-compliant telehealth video, in-person audio recording, dictation, or by uploading pre-recorded audio files; transcription supports multiple languages including English, Spanish, Portuguese, German, French, Italian, Mandarin, and Hindi. The platform offers numerous note formats such as SOAP, DAP, BIRP, GIRP, EMDR, intake, and mental status exam, plus customizable sections. Beyond documentation, it provides scheduling, client intake forms, billing and superbills, secure messaging, and compliance checking. A browser extension transfers notes into other EHRs and works alongside telehealth tools like Zoom and Google Meet. By default, audio recordings are deleted after transcription unless saved. It is aimed at solo therapists, group practices, and virtual care providers.
Best suited for
Acta.ai is a free tier with paid upgrades (freemium); Upheal is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Acta.ai | Upheal |
|---|---|---|
| Core capability | Automatic meeting join, recording, and transcription across Google Meet, Microsoft Teams, and Zoom | AI-generated clinical progress notes in formats like SOAP, DAP, BIRP, and GIRP with customizable templates |
| Standout feature | AI-generated summaries with key topics and takeaways | Session capture via built-in HIPAA-compliant telehealth video, in-person audio, dictation, or uploaded recordings |
| Team usage | Action item generation and tracking | Multi-language transcription (English, Spanish, Portuguese, German, French, Italian, Mandarin, Hindi) |
| Integrations | Persona-based agents for functions like Sales, Engineering, Finance, and HR | Browser extension to transfer notes into other EHRs and use alongside Zoom and Google Meet |
| Languages & capture | 'Ask Acta' assistant for querying meeting insights | Integrated practice management: scheduling, intake forms, billing/superbills, and secure messaging |
| Best-fit workflow | Chrome extension and calendar integration | Automatic deletion of audio recordings after transcription unless explicitly saved |
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.
Upheal
Choose Upheal if you need therapists automating clinical progress notes after telehealth or in-person sessions — strengths include purpose-built for therapists with clinically structured note templates rather than generic meeting summaries.
Acta.ai
Upheal
It depends on your workflow. Acta.ai is strong for sales discovery calls that need deal briefs and follow-up tasks, while Upheal is strong for therapists automating clinical progress notes after telehealth or in-person sessions. Both transcribe and summarize meetings.
Acta.ai is a free tier with paid upgrades and Upheal is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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