Bubbles: Async video and AI meeting notes with action items FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Bubbles when teams replacing status meetings with async video updates matters most, and FinScribe when generating pre-meeting prep pages for advisory sessions matters most. Run both through a week of actual calls to see which suits your workflow.
Async video and AI meeting notes with action items
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
Bubbles is an AI meeting notetaker combined with an asynchronous screen and video recorder. For live meetings, it can automatically join and record calls on Google Meet, Microsoft Teams and Zoom, then produce AI-generated summaries and extract action items so participants do not have to take notes manually. Recordings, transcripts and notes are organized in a centralized workspace and tied to calendar events, making it easy to find and share what was discussed. Beyond live meetings, Bubbles is built around reducing the number of meetings teams hold: users can record short async videos with screen capture and voice, then collect threaded video and text replies, which lets routine updates, design feedback and quick questions happen without scheduling a call. It connects with calendars such as Google Calendar and Outlook and integrates with a wide range of other tools including Slack, Notion and Asana for routing notes and recordings into existing workflows. Bubbles is aimed at marketers, designers, product managers and other collaborative teams that want to cut meeting time while keeping a clear record of decisions and next steps. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is an AI meeting assistant focused on wealth and financial advisory client meetings. It joins virtual meetings on platforms such as Zoom, Microsoft Teams, Google Meet, and Webex as a note-taking participant, and supports in-person meetings through its mobile and web apps, then turns client conversations, financial consultations, and strategy sessions into structured, professionally formatted documentation. Beyond notes, FinScribe generates pre-meeting prep pages with agendas and background information, drafts follow-up emails summarizing decisions and action items, and pushes information into the user's CRM. It integrates with financial-services CRMs and tools including Salesforce, Redtail, Wealthbox, HubSpot, Practifi, Salentica, and others, along with Slack, Aircall, Google Calendar, and Zapier. The product emphasizes a recording-free approach in which meeting audio is discarded after notes are processed, SOC 2 Type II certification, MFA and SSO support, redaction of sensitive identifiers, and a commitment not to train its models on client data. FinScribe serves solo advisors, RIAs, asset management firms, private bankers, accountants, and family offices, and is a Y Combinator-backed company. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Bubbles is a free tier with paid upgrades (freemium); FinScribe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Bubbles | FinScribe |
|---|---|---|
| Core capability | Automatic meeting recording across Google Meet, Microsoft Teams and Zoom | AI notetaker that joins virtual meetings and supports in-person capture |
| Standout feature | AI-generated summaries and action item extraction | Compliance-oriented, structured meeting documentation |
| Team usage | Async screen and video recording for replacing live meetings | Pre-meeting prep pages with agendas and background |
| Integrations | Threaded video and text replies on recordings | Automated follow-up emails with summaries and action items |
| Languages & capture | Calendar integration with note and recording organization | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more |
| Best-fit workflow | Integrations with Slack, Notion, Asana and many other tools | Recording-free processing with redaction of sensitive identifiers |
Bubbles
Choose Bubbles if you need teams replacing status meetings with async video updates — strengths include combines live meeting notes with async video collaboration in one tool.
FinScribe
Choose FinScribe if you need documenting financial advisor client review and planning meetings — strengths include purpose-built for financial and wealth advisory client meetings.
Bubbles
FinScribe
It depends on your workflow. Bubbles is strong for teams replacing status meetings with async video updates, while FinScribe is strong for documenting financial advisor client review and planning meetings. Both transcribe and summarize meetings.
Bubbles is a free tier with paid upgrades and FinScribe is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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