Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Gilbert: French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure. 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 Gilbert when tracking decisions and action items from meetings automatically matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks.
French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure.
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
Gilbert is a French AI meeting note taker developed by the startup Lexia France, designed and hosted in France with a strong sovereignty focus. It captures meetings live across desktop, mobile and web and automatically produces structured meeting reports that include summaries, decisions and assigned action items. The product is built around proprietary French language models and a custom terminology dictionary that lets users add domain-specific terms, and it offers natural-language search across past meetings. A defining characteristic is its data-sovereignty stance: Gilbert states that data is hosted on OVHcloud infrastructure with SecNumCloud qualification from the French cybersecurity authority ANSSI, that no data crosses the Atlantic, and that it does not rely on third-party model providers. The company lists SOC 2 Type 2, ISO 27001 and GDPR compliance. Gilbert integrates with many business tools, including native connections to Slack, Notion, HubSpot, Salesforce and Teams plus broad coverage through Zapier. It targets French-speaking organizations, particularly those in regulated or sovereignty-sensitive sectors, that want automated French meeting documentation kept entirely within France. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Gilbert is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Gilbert |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Live meeting capture across desktop, mobile and web |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Structured reports with summaries, decisions and assigned actions |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Proprietary French language models and custom terminology dictionary |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Natural-language search across past meetings |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Hosting in France on OVHcloud SecNumCloud infrastructure with no transatlantic data transfer |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Live meeting capture across desktop, mobile and web |
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.
Gilbert
Choose Gilbert if you need generating french meeting reports for sovereignty-sensitive sectors — strengths include strong french data-sovereignty posture with anssi-qualified secnumcloud hosting.
Canopy Notetaker
Gilbert
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Gilbert is strong for generating french meeting reports for sovereignty-sensitive sectors. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Gilbert is a free tier with paid upgrades. 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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