Canopy Notetaker and Circleback are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Circleback: AI meeting assistant that automatically takes notes, transcribes in 100+ languages, assigns action items, and runs automations across Zoom, Google Meet, Teams, Webex, and in-person calls. They overlap on ai-meeting-assistants, so the right pick depends on team size, budget, and which meeting workflows you automate.
How Hosiqo compares and tests toolsFinal recommendation
For ai-meeting-assistants workflows, shortlist Canopy Notetaker when accountants capturing notes from client advisory and tax meetings matters most, and Circleback when automatically capturing notes and action items so attendees can stay focused in meetings matters most. Both record across Zoom, Google Meet, and Microsoft Teams; trial each on real meetings before committing.
AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks.
AI meeting assistant that automatically takes notes, transcribes in 100+ languages, assigns action items, and runs automations across Zoom, Google Meet, Teams, Webex, and in-person calls.
Canopy Notetaker is a free tier with paid upgrades (freemium); Circleback is from $20.83/mo (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Circleback |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | AI meeting notes |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Action item tracking |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Multi-language transcription |
| Integrations | Automatic extraction of follow-up tasks and client commitments | AI search across meetings |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Workflow automations |
| Best-fit workflow | Delivered within the Canopy practice-management platform | AI meeting notes |
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.
Circleback
Choose Circleback if you need automatically capturing notes and action items so attendees can stay focused in meetings — strengths include works across zoom, google meet, microsoft teams, webex, goto, slack huddles, and in-person meetings.
Canopy Notetaker
Circleback
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Circleback is strong for automatically capturing notes and action items so attendees can stay focused in meetings. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Circleback is from $20.83/mo. 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 and the budget is justified.