Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Fieldy: Wearable AI note taker that records in-person conversations and meetings, then transcribes and summarizes them automatically. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Canopy Notetaker when accountants capturing notes from client advisory and tax meetings matters most, and Fieldy when recording lectures, interviews, or field discussions for later review matters most. Run both through a week of actual calls to see which suits your workflow.
AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks.
Wearable AI note taker that records in-person conversations and meetings, then transcribes and summarizes them automatically.
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
Fieldy is a wearable AI note taker built for capturing real-world, in-person conversations and meetings rather than only online calls. The device is a small clip-on or pendant-style wearable that can be worn around the neck or on the wrist, capturing audio hands-free or via a button press. Once a conversation is captured, Fieldy's companion app transcribes the speech, automatically splits longer recordings into segments, and generates concise summaries. It can extract action items and reminders from what was said, and it offers an AI chat interface so users can search and ask questions about their past conversation history. Because it does not depend on a meeting bot joining a video call, Fieldy is aimed at people whose important discussions happen face to face, such as professionals in field roles, sales and client-facing workers, students, and anyone who wants a record of hallway chats, errands, and one-on-one meetings. It pairs the convenience of an always-available recorder with AI summarization so users can stay present in a conversation instead of taking manual notes. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Fieldy is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Fieldy |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Wearable hardware device (clip, pendant, or wrist) for hands-free capture |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Real-time transcription of in-person conversations |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Automatic AI-generated summaries of captured audio |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Action items and reminders extracted from conversations |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | AI chat interface to search and query past conversations |
| Best-fit workflow | Delivered within the Canopy practice-management platform | USB-C charging with multi-day battery and privacy indicator light |
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.
Fieldy
Choose Fieldy if you need capturing notes from in-person client or sales meetings — strengths include designed specifically for in-person meetings and conversations, not just video calls.
Canopy Notetaker
Fieldy
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Fieldy is strong for capturing notes from in-person client or sales meetings. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Fieldy 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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