Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. FullyRamped: AI sales roleplay, coaching, and call-grading platform that practices reps across the full sales cycle and grades real calls. 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 FullyRamped when certifying reps against a defined sales methodology before customer calls matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks.
AI sales roleplay, coaching, and call-grading platform that practices reps across the full sales cycle and grades real 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
FullyRamped is an AI sales training platform built around realistic roleplay simulations, automated call grading, and coaching. Reps practice conversations with AI personas that respond like real buyers across the full sales cycle, including cold calls, discovery calls, product demos, and deal preparation, rather than focusing only on cold-call openers. After each simulated or real call, the platform automatically grades performance against custom scorecards aligned to a team's sales methodology, surfacing strengths and uncovering gaps in areas such as delivery and objection handling. FullyRamped can also pull in actual call recordings through integrations with conversation intelligence tools to turn field conversations into training scenarios and to analyze real-world rep performance. Managers and enablement leaders use it to build scalable training programs, run AI-driven certifications that aim to reduce human bias, and track progress through performance analytics that benchmark teams and highlight coaching opportunities. The platform targets sales enablement leaders, managers, individual reps, and new hires who want repeatable, on-demand practice with consistent, automated feedback. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); FullyRamped is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | FullyRamped |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | AI roleplay simulations covering cold calls, discovery, demos, and deal prep |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Automatic call grading on delivery, objection handling, and methodology adherence |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Custom scorecards aligned to a team's sales methodology |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Real-call import from conversation intelligence tools to build training scenarios |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | AI certifications for assessing reps without human bias |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Performance analytics and benchmarking for managers |
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.
FullyRamped
Choose FullyRamped if you need onboarding new reps faster with repeatable ai roleplay practice — strengths include covers the full sales cycle rather than only cold calling.
Canopy Notetaker
FullyRamped
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while FullyRamped is strong for onboarding new reps faster with repeatable ai roleplay practice. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and FullyRamped 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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