Basil AI: On-device AI note taker for Apple devices that transcribes and summarizes meetings entirely offline, with no cloud upload. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Basil AI when transcribing confidential client meetings where data must stay on-device matters most, and Zeplyn when automatically logging meeting outcomes and tasks in an advisor crm matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
On-device AI note taker for Apple devices that transcribes and summarizes meetings entirely offline, with no cloud upload.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
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
Zeplyn is an AI workflow platform built for financial advisors and wealth managers, with its meeting assistant as the flagship product. It is designed to handle the full client meeting lifecycle, including preparation, note-taking, follow-ups, task management, and updating systems of record. Zeplyn transforms unstructured client conversations into accurate, structured notes that capture financial details, goals, and action items, and it works across virtual meetings, in-person meetings, and dictations. The company positions it as a recording-free approach that extracts structured information rather than retaining full audio of the conversation. After meetings, Zeplyn can automatically generate tasks, updates, and personalized follow-up emails or recaps, and it syncs notes and tasks to CRMs such as Salesforce, Redtail, HubSpot, and Wealthbox with one-click automation. It also connects with calendar and conferencing tools like Gmail, Outlook, Zoom, Teams, and Google Calendar. Built by former Google engineers and backed by seed funding, Zeplyn targets advisors who want to spend less time on documentation and ensure that client data discussed in meetings is consistently logged. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Basil AI is a free tier with paid upgrades (freemium); Zeplyn is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Basil AI | Zeplyn |
|---|---|---|
| Core capability | 100% on-device transcription with no cloud upload | Recording-free structured note capture from client meetings |
| Standout feature | Speaker diarization to separate participants automatically | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | AI-generated summaries, minutes, and key takeaways | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Support for recording live meetings and uploading audio/video files | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Multi-language support and offline (airplane-mode) operation | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Export to text, PDF, CSV, and JSON, plus Apple Notes/iCloud/Files | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
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.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Basil AI
Zeplyn
It depends on your workflow. Basil AI is strong for transcribing confidential client meetings where data must stay on-device, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Basil AI is a free tier with paid upgrades and Zeplyn is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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