Basil AI: On-device AI note taker for Apple devices that transcribes and summarizes meetings entirely offline, with no cloud upload. Pulse360: Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Basil AI when transcribing confidential client meetings where data must stay on-device matters most, and Pulse360 when standardizing client review and prep materials with reusable templates matters most. Run both through a week of actual calls to see which suits your workflow.
On-device AI note taker for Apple devices that transcribes and summarizes meetings entirely offline, with no cloud upload.
Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables.
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
Pulse360 is a client communication and operations platform built for financial advisors, combining meeting note capture with tools for producing professional client-facing deliverables. Advisors can capture meeting content by recording, dictating, typing, or handwriting, and the platform's meeting-capture feature works with Zoom, Microsoft Teams, and Google Meet. Its AI note organization keeps notes structured and searchable rather than cluttering the CRM, and a template builder helps advisors quickly assemble annual summaries, meeting prep materials, and client review documents. Pulse360 also offers AI assistance for rephrasing and improving client communication, plus content libraries to systematize prospecting and onboarding messaging. It integrates with a range of advisor CRMs including Salesforce, Wealthbox, Redtail, Practifi, XLR8, and Salentica, along with Outlook and Gmail for email workflows. By centering on consistent, professional deliverables and reusable templates, Pulse360 targets advisors who want both efficient note capture and a streamlined way to turn meeting outcomes into polished client communications and follow-up documents. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Basil AI is a free tier with paid upgrades (freemium); Pulse360 is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Basil AI | Pulse360 |
|---|---|---|
| Core capability | 100% on-device transcription with no cloud upload | Flexible meeting capture via recording, dictation, typing, or handwriting |
| Standout feature | Speaker diarization to separate participants automatically | Meeting capture integration with Zoom, Microsoft Teams, and Google Meet |
| Team usage | AI-generated summaries, minutes, and key takeaways | AI note organization that keeps notes searchable and separate from the CRM |
| Integrations | Support for recording live meetings and uploading audio/video files | Template builder for annual summaries, prep notes, and review documents |
| Languages & capture | Multi-language support and offline (airplane-mode) operation | AI rephrasing to improve client communications |
| Best-fit workflow | Export to text, PDF, CSV, and JSON, plus Apple Notes/iCloud/Files | CRM integrations with Salesforce, Wealthbox, Redtail, Practifi, and Salentica |
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.
Pulse360
Choose Pulse360 if you need capturing client meeting notes and turning them into annual summary documents — strengths include combines note capture with professional client deliverable creation.
Basil AI
Pulse360
It depends on your workflow. Basil AI is strong for transcribing confidential client meetings where data must stay on-device, while Pulse360 is strong for capturing client meeting notes and turning them into annual summary documents. Both transcribe and summarize meetings.
Basil AI is a free tier with paid upgrades and Pulse360 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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