Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Sam (HeySam): Multi-agent AI sales copilot that joins calls, records and analyzes meetings, and assists sales engineers in Slack. 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 Sam (HeySam) when capturing and sharing meeting summaries and crm updates in slack 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.
Multi-agent AI sales copilot that joins calls, records and analyzes meetings, and assists sales engineers in Slack.
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
Sam, from HeySam, is a multi-agent AI sales copilot designed to capture, analyze, and act on insights from sales conversations. It joins and records calls across Zoom, Microsoft Teams, and Google Meet, then turns the meeting data into call summaries, video recaps, and CRM updates that are delivered into Slack, where many of its users work. A distinguishing feature is its AI Sales Engineer agent, which provides real-time call support and answers technical product questions on Slack, helping reps respond to buyer queries without pulling in a human sales engineer for every meeting. Additional agents include an AI RFP Copilot that completes RFPs in Google Sheets using data drawn from calls, an Ask AI customer-facing bot for documentation and communities, and a Sizzle Reel feature that produces short video summaries for follow-ups. Positioned as conversation intelligence for startups that live in Slack, Sam is aimed at sales representatives, sales engineers, sales managers, and broader go-to-market teams that want to automatically share technical expertise and capture insights from every sales meeting. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Sam (HeySam) is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Sam (HeySam) |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Joins and records calls on Zoom, Teams, and Google Meet |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | AI Sales Engineer that answers technical questions in real time on Slack |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Call summaries, video recaps, and CRM updates delivered to Slack |
| Integrations | Automatic extraction of follow-up tasks and client commitments | AI RFP Copilot that completes RFPs in Google Sheets from call data |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Sizzle Reel short video summaries for follow-ups |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Customer-facing Ask AI bot for documentation and communities |
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.
Sam (HeySam)
Choose Sam (HeySam) if you need supporting reps with real-time technical answers during sales calls — strengths include surfaces sales-engineering expertise on calls without a human se on every meeting.
Canopy Notetaker
Sam (HeySam)
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Sam (HeySam) is strong for supporting reps with real-time technical answers during sales calls. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Sam (HeySam) 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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