Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Gong: Gong is an enterprise revenue-intelligence platform that automatically records, transcribes, and analyzes sales calls and video meetings to surface summaries, insights, and coaching. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Canopy Notetaker when accountants capturing notes from client advisory and tax meetings matters most, and Gong when coaching reps with data-backed insights from real conversations 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.
Gong is an enterprise revenue-intelligence platform that automatically records, transcribes, and analyzes sales calls and video meetings to surface summaries, insights, and coaching.
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
Gong is a "Revenue AI" platform built for sales and revenue teams that captures and analyzes customer interactions across calls, video meetings, and email. It automatically records and transcribes conversations from Zoom, Microsoft Teams, and Google Meet, then applies AI to generate call summaries, highlights, topic and keyword detection, sentiment and talk-ratio analysis, and suggested action items. Managers use it for data-backed coaching grounded in real conversations, while AI agents can draft follow-ups and update CRM records. Gong integrates with Salesforce, HubSpot, and Microsoft Dynamics CRMs, plus Slack, Zapier, and LinkedIn Sales Navigator, and lists 250+ partners through its Gong Collective ecosystem. Beyond conversation intelligence, the broader platform adds forecasting, sales engagement, and enablement modules. Gong is aimed at larger sales organizations rather than individual users, and the company reports more than 5,000 customers as of 2026.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Gong is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Gong |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Call & meeting recording |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | AI transcription & summaries |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Topic & sentiment analysis |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Coaching insights |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | CRM integration |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Call & meeting recording |
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.
Gong
Choose Gong if you need recording and transcribing sales calls and video meetings for review — strengths include automatically records and transcribes calls and meetings across zoom, microsoft teams, and google meet.
Canopy Notetaker
Gong
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Gong is strong for recording and transcribing sales calls and video meetings for review. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Gong is custom pricing. 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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