Basil AI: On-device AI note taker for Apple devices that transcribes and summarizes meetings entirely offline, with no cloud upload. 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 Basil AI when transcribing confidential client meetings where data must stay on-device matters most, and FinScribe when generating pre-meeting prep pages for advisory sessions matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
On-device AI note taker for Apple devices that transcribes and summarizes meetings entirely offline, with no cloud upload.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
Basil AI (Basil Private AI Note Taker) is a privacy-first AI transcription and note-taking application that processes all audio locally on Apple devices using Apple's on-device speech and machine-learning frameworks. Because recordings, transcripts, and summaries never leave the device and no cloud servers are involved, Basil is positioned for privacy-conscious professionals handling sensitive conversations, including lawyers conducting client meetings and other client-services practitioners where confidentiality matters. The app records live meetings and can also process uploaded audio and DRM-free video files, then generates transcripts with speaker diarization plus AI summaries and key takeaways. It supports a large set of languages and can work offline, including in airplane mode. Outputs can be exported to formats such as text, PDF, CSV, and JSON, and integrated with Apple's ecosystem (Apple Notes, iCloud Drive, Files). Basil is distributed on the Apple App Store by TONSOR LLC and is available as a universal app across iPhone, iPad, Mac, and Apple Vision, with recent iOS, iPadOS, macOS, and visionOS versions required. 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
Basil 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 | Basil AI | FinScribe |
|---|---|---|
| Core capability | 100% on-device transcription with no cloud upload | AI notetaker that joins virtual meetings and supports in-person capture |
| Standout feature | Speaker diarization to separate participants automatically | Compliance-oriented, structured meeting documentation |
| Team usage | AI-generated summaries, minutes, and key takeaways | Pre-meeting prep pages with agendas and background |
| Integrations | Support for recording live meetings and uploading audio/video files | Automated follow-up emails with summaries and action items |
| Languages & capture | Multi-language support and offline (airplane-mode) operation | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more |
| Best-fit workflow | Export to text, PDF, CSV, and JSON, plus Apple Notes/iCloud/Files | Recording-free processing with redaction of sensitive identifiers |
Basil AI
Choose Basil AI if you need transcribing confidential client meetings where data must stay on-device — strengths include strong privacy posture since data never leaves the device.
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.
Basil AI
FinScribe
It depends on your workflow. Basil AI is strong for transcribing confidential client meetings where data must stay on-device, while FinScribe is strong for documenting financial advisor client review and planning meetings. Both transcribe and summarize meetings.
Basil 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.
You can — some teams pair them when each covers a different part of the meeting workflow.
More head-to-head comparisons involving Basil AI and FinScribe.
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