Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Fellow: Fellow is an AI meeting assistant that records, transcribes, and summarizes meetings across Zoom, Google Meet, Teams, and Webex, with automatic action items and an AI agent for follow-ups. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Canopy Notetaker when accountants capturing notes from client advisory and tax meetings matters most, and Fellow when recording and summarizing sales calls with automatic salesforce or hubspot updates 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.
Fellow is an AI meeting assistant that records, transcribes, and summarizes meetings across Zoom, Google Meet, Teams, and Webex, with automatic action items and an AI agent for follow-ups.
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
Fellow (fellow.ai, formerly fellow.app) is an AI meeting assistant focused on privacy and security. It records and transcribes meetings with real-time transcripts in 90+ languages, generates structured summaries, and automatically extracts and assigns action items. Recordings can run with a visible bot or "botless" directly from the desktop apps (Mac/Windows), and mobile apps capture in-person conversations. Its AskFellow AI agent searches across meetings you have access to, then drafts follow-up emails, memos, and CRM updates. Fellow works with Zoom, Google Meet, Microsoft Teams, Webex, Slack Huddles, phone calls, and in-person meetings, and integrates with 50+ tools including Salesforce, HubSpot, Asana, Jira, Linear, Notion, Confluence, Slack, and Zapier. It offers SOC 2, HIPAA, and GDPR compliance. The free plan includes a lifetime cap of 5 AI notes and 5 AI recordings per user.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Fellow is from $7/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Fellow |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | AI transcription |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Meeting summaries |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Action item tracking |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Botless recording |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | AskFellow AI agent |
| Best-fit workflow | Delivered within the Canopy practice-management platform | AI 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.
Fellow
Choose Fellow if you need automatically capturing notes, decisions, and action items during recurring team meetings — strengths include records and transcribes across zoom, google meet, teams, webex, plus phone and in-person meetings.
Canopy Notetaker
Fellow
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Fellow is strong for automatically capturing notes, decisions, and action items during recurring team meetings. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Fellow is from $7/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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