Bold: Bot-free AI notetaker by Bold App Studios that records meetings on-device, transcribes with speaker detection, and writes summaries with action items. Upheal: Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes. 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 Bold when capturing in-person meetings without sending a meeting bot matters most, and Upheal when group practices standardizing documentation and compliance across multiple clinicians matters most. Run both through a week of actual calls to see which suits your workflow.
Bot-free AI notetaker by Bold App Studios that records meetings on-device, transcribes with speaker detection, and writes summaries with action items.
Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes.
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
Upheal is an AI-native electronic health record (EHR) platform built specifically for mental health therapists and behavioral health practices. It records and transcribes therapy sessions and then generates clinical progress notes formatted to a chosen template, typically within about a minute. Sessions can be captured through Upheal's built-in HIPAA-compliant telehealth video, in-person audio recording, dictation, or by uploading pre-recorded audio files; transcription supports multiple languages including English, Spanish, Portuguese, German, French, Italian, Mandarin, and Hindi. The platform offers numerous note formats such as SOAP, DAP, BIRP, GIRP, EMDR, intake, and mental status exam, plus customizable sections. Beyond documentation, it provides scheduling, client intake forms, billing and superbills, secure messaging, and compliance checking. A browser extension transfers notes into other EHRs and works alongside telehealth tools like Zoom and Google Meet. By default, audio recordings are deleted after transcription unless saved. It is aimed at solo therapists, group practices, and virtual care providers.
Best suited for
Bold is a free tier with paid upgrades (freemium); Upheal is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Bold | Upheal |
|---|---|---|
| Core capability | One-tap on-device recording with real-time transcription | AI-generated clinical progress notes in formats like SOAP, DAP, BIRP, and GIRP with customizable templates |
| Standout feature | Speaker detection and diarization for multiple participants | Session capture via built-in HIPAA-compliant telehealth video, in-person audio, dictation, or uploaded recordings |
| Team usage | AI summaries highlighting action items and decisions | Multi-language transcription (English, Spanish, Portuguese, German, French, Italian, Mandarin, Hindi) |
| Integrations | Background recording with screen on or off, plus audio-file upload | Browser extension to transfer notes into other EHRs and use alongside Zoom and Google Meet |
| Languages & capture | Searchable, filterable notes with shareable web links | Integrated practice management: scheduling, intake forms, billing/superbills, and secure messaging |
| Best-fit workflow | Integrations with Google Meet, Notion, Slack, email, and PDF export | Automatic deletion of audio recordings after transcription unless explicitly saved |
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.
Upheal
Choose Upheal if you need therapists automating clinical progress notes after telehealth or in-person sessions — strengths include purpose-built for therapists with clinically structured note templates rather than generic meeting summaries.
Bold
Upheal
It depends on your workflow. Bold is strong for capturing in-person meetings without sending a meeting bot, while Upheal is strong for therapists automating clinical progress notes after telehealth or in-person sessions. Both transcribe and summarize meetings.
Bold is a free tier with paid upgrades and Upheal is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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