Brainote: Brainote is an AI note-taking and study app that transcribes audio, video, and speech into text and turns it into summaries, notes, and study materials. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Brainote when recording and transcribing meetings or lectures into shareable notes and minutes matters most, and Zeplyn when automatically logging meeting outcomes and tasks in an advisor crm matters most. Run both through a week of actual calls to see which suits your workflow.
Brainote is an AI note-taking and study app that transcribes audio, video, and speech into text and turns it into summaries, notes, and study materials.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Brainote is an AI-powered note-taking and study application available on the web, iOS, and Android. It captures content from multiple sources, including recorded voice memos and audio, uploaded PDFs, YouTube links, web pages, and handwritten notes via image OCR. Its core engine transcribes audio, video, and speech to text and then generates concise summaries and structured notes. For meeting and lecture scenarios, Brainote can transcribe recordings, convert meeting minutes into text, and produce organized AI meeting notes alongside study guides. Beyond transcription, it offers an AI chat assistant to clarify and refine notes, plus learning-focused tools such as automatically generated flashcards, quizzes, and spaced-repetition review. Transcripts and summaries can be exported for sharing. The product is marketed primarily toward students and learners preparing for exams, but its transcription and summarization capabilities also serve professionals capturing meetings and lectures. The free tier provides limited generation, while a Pro subscription unlocks unlimited use. No third-party meeting-platform integrations are advertised on its site.
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
Brainote 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 | Brainote | Zeplyn |
|---|---|---|
| Core capability | AI transcription of audio, video, and speech to text | Recording-free structured note capture from client meetings |
| Standout feature | Voice memo and audio recording capture | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | Automatic summaries, notes, and study guides from recordings | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Multi-source input: PDFs, YouTube links, web pages, and handwritten-note OCR | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | AI chat assistant to refine and clarify notes | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Flashcard and quiz generation with spaced-repetition review | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Brainote
Choose Brainote if you need recording and transcribing meetings or lectures into shareable notes and minutes — strengths include available across web, ios, and android with a permanently free tier.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Brainote
Zeplyn
It depends on your workflow. Brainote is strong for recording and transcribing meetings or lectures into shareable notes and minutes, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Brainote 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.
You can — some teams pair them when each covers a different part of the meeting workflow.
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