Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Cluely: Cluely is a real-time AI meeting assistant that runs as a desktop overlay to provide live transcription, automatic meeting notes, and on-demand AI answers during calls. 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 Canopy Notetaker when accountants capturing notes from client advisory and tax meetings matters most, and Cluely when receiving real-time ai suggestions on what to say during interviews or negotiations matters most. Try them side by side on real calls before deciding — needs vary by team.
AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks.
Cluely is a real-time AI meeting assistant that runs as a desktop overlay to provide live transcription, automatic meeting notes, and on-demand AI answers during calls.
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
Cluely is a real-time AI meeting assistant that runs as a desktop overlay (plus an iOS app) rather than joining calls as a visible bot. During a meeting it provides live transcription, automatically generates meeting notes and summaries, and surfaces on-demand AI answers when you press Cmd/Ctrl+Enter (for example, suggesting what to say or follow-up questions). It works across common conferencing tools including Zoom, Google Meet, Microsoft Teams, Webex, and Slack, and supports more than 12 languages such as English, Chinese, and Spanish. Cluely lets users add custom prompting and keybinds and upload reference files. A free Starter plan offers limited AI responses, limited notetaking, and up to three custom files. A notable positioning point is that the app is marketed as "undetectable" and designed to stay invisible to screen sharing and not appear in screen shares, a capability fully unlocked on its top tier.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Cluely is from $0/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Cluely |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Live transcription |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Real-time meeting notes |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | On-demand AI answers |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Multi-language support |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Custom prompting and keybinds |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Live transcription |
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.
Cluely
Choose Cluely if you need getting live transcripts and notes of sales, client, or team calls — strengths include works across major conferencing tools (zoom, google meet, microsoft teams, webex, slack).
Canopy Notetaker
Cluely
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Cluely is strong for getting live transcripts and notes of sales, client, or team calls. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Cluely is from $0/mo. 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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