Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Glinky: AI revenue intelligence platform pairing prospecting with a bot-free AI notetaker that captures sales calls and syncs details to the CRM. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Canopy Notetaker when accountants capturing notes from client advisory and tax meetings matters most, and Glinky when building targeted prospect lists with natural-language search and enrichment 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.
AI revenue intelligence platform pairing prospecting with a bot-free AI notetaker that captures sales calls and syncs details to the CRM.
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
Glinky is an AI revenue intelligence platform for sales teams that combines outbound prospecting with meeting capture. Its call-intelligence side functions as an AI notetaker that records and transcribes sales conversations so reps can focus on the call rather than typing notes; every detail is captured, organized, and synced automatically to the connected CRM. The platform includes native speaker recognition and automated follow-ups, positioning the meeting workflow as bot-free note-taking that turns conversations into structured, actionable records. Alongside the notetaker, Glinky offers lead generation features that let users describe an ideal buyer in plain language or use advanced filters across role, industry, company size, revenue, and location, with contact enrichment for email and phone, outreach sequences, and the ability to export lists or push them directly into a CRM. The result is a single tool that aims to support the full motion from finding prospects to capturing and documenting the meetings that follow. Glinky is aimed at SDRs, AEs, and small sales teams that want pipeline growth and automatic meeting documentation without juggling separate prospecting and note-taking tools. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Glinky is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Glinky |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | AI notetaker that records, transcribes, and organizes sales calls |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Automatic syncing of call details and follow-ups to the CRM |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Native speaker recognition for clearer transcripts |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Natural-language and filter-based lead discovery with contact enrichment |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Outreach sequences and list export to CSV or CRM |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Bot-free meeting capture workflow |
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.
Glinky
Choose Glinky if you need capturing and documenting sales calls automatically into the crm — strengths include combines prospecting and meeting capture in one platform.
Canopy Notetaker
Glinky
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Glinky is strong for capturing and documenting sales calls automatically into the crm. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Glinky 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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