Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Fireflies: AI meeting assistant that records, transcribes, and summarizes calls across Zoom, Google Meet, Microsoft Teams, and Webex, with the AskFred AI chat and native CRM sync. 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 Fireflies when recruiting and interview notes 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.
AI meeting assistant that records, transcribes, and summarizes calls across Zoom, Google Meet, Microsoft Teams, and Webex, with the AskFred AI chat and native CRM sync.
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
Fireflies.ai joins video calls to record and transcribe meetings, then generates AI summaries, action items, and fully searchable notes. Its AskFred assistant lets you query past meetings in natural language ("what did we decide about pricing?"), while conversation-intelligence features add topic trackers, talk-time, and sentiment analytics. Fireflies works across Zoom, Google Meet, Microsoft Teams, and Webex, transcribes in a wide range of languages, and integrates natively with CRMs such as Salesforce and HubSpot plus Slack, Notion, Asana, and Zapier. A free plan covers limited transcription and AI credits for individuals; paid tiers raise transcription and storage limits and unlock team conversation analytics, making it a strong fit for sales, recruiting, and customer-research teams that live in their CRM.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Fireflies is from $18/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Fireflies |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Meeting transcription |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | AI summaries |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | AskFred AI chat |
| Integrations | Automatic extraction of follow-up tasks and client commitments | CRM sync |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Conversation intelligence |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Meeting 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.
Fireflies
Choose Fireflies if you need sales call capture and crm logging — strengths include powerful meeting search plus the askfred natural-language assistant.
Canopy Notetaker
Fireflies
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Fireflies is strong for sales call capture and crm logging. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Fireflies is from $18/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.
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