Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Hedy AI: Real-time meeting coaching and GDPR-compliant note taking 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 Hedy AI when notes for in-person 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.
Real-time meeting coaching and GDPR-compliant note taking
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
Hedy AI is a real-time AI meeting assistant that listens during conversations and provides in-the-moment suggestions, then produces summaries and notes afterward. Unlike tools that only generate notes after a call, Hedy focuses on helping participants while the meeting is happening — offering relevant prompts, talking points, and context so users can contribute more effectively. It is designed to work across meeting types, including on mobile, which makes it useful for in-person discussions and ad-hoc conversations as well as scheduled video calls. After a session, Hedy generates structured summaries and action items that can be reviewed and shared. It supports multiple languages and positions itself as a personal copilot for meetings rather than a team-wide conversation-intelligence dashboard. Hedy is typically used by professionals, students, and individuals who want live assistance and quick post-meeting notes, with an emphasis on accessibility across devices and a personal, in-the-moment experience. Platforms: Mobile / Desktop / Zoom / Google Meet / Microsoft Teams. Integrations: Zoom, Google Meet, Microsoft Teams. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Hedy AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Hedy AI |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Real-time meeting suggestions |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Transcription and AI summaries |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Action items and notes |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Mobile and desktop support |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Multi-language support |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Real-time meeting suggestions |
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.
Hedy AI
Choose Hedy AI if you need live help during meetings — strengths include live in-meeting assistance, not just notes.
Canopy Notetaker
Hedy AI
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Hedy AI is strong for live help during meetings. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Hedy AI is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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