Bold: Bot-free AI notetaker by Bold App Studios that records meetings on-device, transcribes with speaker detection, and writes summaries with action items. Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Bold when capturing in-person meetings without sending a meeting bot matters most, and Canopy Notetaker when firms keeping a searchable history of client conversations by record matters most. Try them side by side on real calls before deciding — needs vary by team.
Bot-free AI notetaker by Bold App Studios that records meetings on-device, transcribes with speaker detection, and writes summaries with action items.
AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks.
Bold (Bold: AI Meeting Note Taker) is an AI meeting assistant from Bold App Studios that records conversations directly on the user's device and then automatically transcribes and summarizes them rather than sending a bot into the call. It offers one-tap recording with real-time transcription, can capture audio in the background whether the screen is on or off, and supports uploading existing audio files for transcription. The app performs speaker detection and diarization across multiple participants, and its AI writes concise summaries that surface action items, decisions, and key insights. Notes are searchable and can be filtered by date, speaker, topic, or keyword, and recordings include replay with smart navigation. Bold supports shareable web links and integrations including Google Meet calendar connection, Notion, Slack, email, and PDF export, with customizable templates for organizing notes. The vendor states the app supports several languages including English, Spanish, French, German, Italian, Portuguese, and Japanese, and offers end-to-end encryption and privacy controls. Bold is available across iPhone, iPad, Mac, and Apple Vision Pro, with a free tier plus premium subscription options, and is actively maintained in 2025/2026. 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
Bold 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 | Bold | Canopy Notetaker |
|---|---|---|
| Core capability | One-tap on-device recording with real-time transcription | Meeting notes linked to the relevant client record |
| Standout feature | Speaker detection and diarization for multiple participants | Automatically joins, records, and transcribes client and internal meetings |
| Team usage | AI summaries highlighting action items and decisions | Accounting-specific summaries highlighting client intent, tax risks, and next steps |
| Integrations | Background recording with screen on or off, plus audio-file upload | Automatic extraction of follow-up tasks and client commitments |
| Languages & capture | Searchable, filterable notes with shareable web links | Searchable firm-wide meeting history with permission-based access |
| Best-fit workflow | Integrations with Google Meet, Notion, Slack, email, and PDF export | Delivered within the Canopy practice-management platform |
Bold
Choose Bold if you need capturing in-person meetings without sending a meeting bot — strengths include bot-free, on-device capture for in-person and virtual meetings.
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.
Bold
Canopy Notetaker
It depends on your workflow. Bold is strong for capturing in-person meetings without sending a meeting bot, while Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings. Both transcribe and summarize meetings.
Bold 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.
More head-to-head comparisons involving Bold and Canopy Notetaker.
Bold: Bot-free AI notetaker by Bold App Studios that records meetings on-device, transcribes with speaker detection, and writes summaries with action items. Boostlingo: Language access platform whose AI Pro engine delivers live AI captioning, translation, and transcription for meetings, webinars, and events. The right pick comes down to team size, budget, and the workflows you want to automate.
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