Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. HeyMarvin: AI research assistant that records and transcribes user-research interviews and builds a searchable insights repository. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Canopy Notetaker when accountants capturing notes from client advisory and tax meetings matters most, and HeyMarvin when product teams clustering interview feedback into shareable themes 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 research assistant that records and transcribes user-research interviews and builds a searchable insights repository.
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
HeyMarvin (Marvin) is an AI-native customer insights platform aimed at user-research and product teams, with the research interview as its central meeting type. During live user-research calls it records sessions, transcribes them automatically, and lets researchers capture time-stamped notes and highlights, including collaborative live note-taking with teammates. After the session, its AI workflows distill feedback into themes and patterns, and an Ask AI feature lets teams query their data and get answers with citations back to the source clips. Everything feeds a centralized, searchable research repository that brings qualitative and quantitative inputs together from many sources, so insights are not scattered across documents and recordings. The platform also offers AI-moderated interviews in multiple languages, video clips and curated playlists for sharing findings, and integrations with tools used to distribute insights. It includes privacy and security features such as PII redaction and enterprise compliance. For a meeting-tools directory, its relevance is the combination of interview capture, AI notetaking, and a repository tuned for analyzing user-research conversations rather than general meetings. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); HeyMarvin is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | HeyMarvin |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Records and automatically transcribes user-research interview calls |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Time-stamped notes and collaborative live note-taking during sessions |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | AI thematic analysis that clusters feedback into themes and patterns |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Ask AI querying across research data with citations to source clips |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Searchable centralized research repository combining many data sources |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Video clips, highlight reels, and insight reports for sharing findings |
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.
HeyMarvin
Choose HeyMarvin if you need ux researchers transcribing and tagging user-interview calls — strengths include tailored to user-research interviews rather than generic meeting notes.
Canopy Notetaker
HeyMarvin
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while HeyMarvin is strong for ux researchers transcribing and tagging user-interview calls. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and HeyMarvin 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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