Bliro: Bot-free AI meeting assistant that transcribes online and in-person conversations from device audio without recording audio or video. Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Bliro when field and in-person sales meetings that need automatic notes and crm updates matters most, and Canopy Notetaker when firms keeping a searchable history of client conversations by record matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
Bot-free AI meeting assistant that transcribes online and in-person conversations from device audio without recording audio or video.
AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks.
Bliro is an AI meeting assistant that creates structured notes from both online and in-person conversations without sending a bot into the call. It runs as a desktop application that recognizes when a meeting is happening and taps the device's audio source directly to transcribe in real time, so it is not visible to other participants. A distinguishing feature is that Bliro does not store audio or video recordings at all; it transcribes and summarizes on the fly and discards the underlying media, which the company positions as a privacy safeguard for everyone in the meeting. Because it works from device audio, it supports effectively any meeting platform and softphone, plus face-to-face meetings captured via laptop, iPhone, or iPad. Bliro generates customizable AI summaries, drafts follow-ups, and can automatically sync notes to CRMs such as Salesforce, HubSpot, and Microsoft Dynamics, as well as tools like Slack and Confluence. Data processing is hosted on European servers with a GDPR focus. It is aimed primarily at sales teams and other professionals who need reliable, compliant notes across online and in-person settings. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is an AI meeting assistant designed specifically for accounting and advisory firms and the client-meeting type they run. It automatically joins scheduled client and internal meetings, records the conversation, and generates a full transcription. Rather than generic bullet points, its summaries are tuned for accounting work, highlighting client intent, potential tax risks, commitments, and next steps. Follow-up tasks such as document requests, deadline commitments, and client decisions are extracted from the conversation and organized automatically. Because the notetaker is part of Canopy's practice-management platform, meeting transcripts and summaries link directly to the relevant client record, building a searchable firm-wide history of client conversations with permission-based access controls so the information stays inside the firm's secure system instead of being scattered across separate tools. For a meeting-tools directory, its relevance is the vertical focus: it is a meeting notetaker oriented toward the recurring client and advisory calls handled by accounting teams, keeping documentation tied to client context. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Bliro is a free tier with paid upgrades (freemium); Canopy Notetaker is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Bliro | Canopy Notetaker |
|---|---|---|
| Core capability | Bot-free transcription from device audio for online and in-person meetings | Meeting notes linked to the relevant client record |
| Standout feature | Does not store audio or video recordings | Automatically joins, records, and transcribes client and internal meetings |
| Team usage | Works across meeting tools, softphones, and face-to-face conversations | Accounting-specific summaries highlighting client intent, tax risks, and next steps |
| Integrations | Customizable AI summaries and automated follow-up drafts | Automatic extraction of follow-up tasks and client commitments |
| Languages & capture | CRM sync to Salesforce, HubSpot, and Microsoft Dynamics | Searchable firm-wide meeting history with permission-based access |
| Best-fit workflow | EU-based data processing with a GDPR focus | Delivered within the Canopy practice-management platform |
Bliro
Choose Bliro if you need field and in-person sales meetings that need automatic notes and crm updates — strengths include captures in-person meetings, not just video calls.
Canopy Notetaker
Choose Canopy Notetaker if you need accountants capturing notes from client advisory and tax meetings — strengths include summaries tailored to accounting and advisory conversations.
Bliro
Canopy Notetaker
It depends on your workflow. Bliro is strong for field and in-person sales meetings that need automatic notes and crm updates, while Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings. Both transcribe and summarize meetings.
Bliro is a free tier with paid upgrades and Canopy Notetaker 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.
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