Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Garba: AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot. 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 Garba when sales leaders reviewing conversation-intelligence insights to diagnose won/lost deals 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.
AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot.
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
Garba is an AI-powered sales meeting assistant built around CRM-native workflows. It automatically records, transcribes, and summarizes meetings, then pushes the resulting notes, summaries, and key insights directly into the user's CRM. Garba is described as a Pipedrive-native intelligence tool that maps meeting outputs to Pipedrive records and fields rather than acting as a generic connector, and it also offers a HubSpot integration that lets users view meeting notes inside HubSpot Contact, Deal, and Company records. Beyond capturing notes, Garba focuses on post-meeting workflows for sales teams: it can draft follow-up emails, enrich CRM data, and surface conversation-intelligence insights intended to help sales leaders understand why deals are won or lost. The product includes AI-generated summaries with customizable templates and a transcript search feature for reviewing past conversations, and references a coaching/insights layer (AskGarba) for analyzing call transcripts to surface next steps, objections, and deal blockers. Garba is listed in the HubSpot App Marketplace and is distributed for Pipedrive through partners. The company, Garba AB, is based in Malmo, Sweden and was founded in 2025. It is positioned for sales reps and revenue teams that want meeting notes and intelligence to flow automatically into their existing CRM rather than living in a separate notetaking app. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Garba is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Garba |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Automatic meeting recording, transcription, and AI-generated summaries |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Pipedrive-native sync that maps meeting insights directly into CRM records and fields |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | HubSpot integration to view meeting notes inside Contact, Deal, and Company records |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Customizable summary templates for different meeting types |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | AI-assisted follow-up email drafting and CRM data enrichment |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Conversation-intelligence insights for understanding why deals are won or lost |
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.
Garba
Choose Garba if you need sales reps who want call notes and action items logged automatically into pipedrive or hubspot — strengths include deep, crm-native integration with pipedrive and hubspot rather than a generic export.
Canopy Notetaker
Garba
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Garba is strong for sales reps who want call notes and action items logged automatically into pipedrive or hubspot. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Garba is a free tier with paid upgrades. 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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