Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. joinly: Open-source, self-hostable connector that lets AI agents join Google Meet, Zoom, and Microsoft Teams calls to transcribe, listen, and act in real time via MCP. 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 joinly when self-hosted, privacy-first real-time meeting transcription for regulated teams 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.
Open-source, self-hostable connector that lets AI agents join Google Meet, Zoom, and Microsoft Teams calls to transcribe, listen, and act in real time via MCP.
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
joinly is an open-source middleware project (by joinly-ai) that makes meetings accessible to AI agents. It runs as a Model Context Protocol (MCP) server that equips any agent with the tools to join a live video call, capture a real-time transcript, and interact by voice or chat during the meeting. Rather than being a finished notetaker app, joinly is a framework developers use to build interactive meeting agents that can listen, answer, search the web, draft documents, and post chat messages while the meeting is in progress. It works cross-platform across Google Meet, Zoom, and Microsoft Teams (and browser-based calls), and is model-agnostic, supporting OpenAI, Anthropic, and local models through Ollama. Speech-to-text and text-to-speech are modular, with Whisper or Deepgram for transcription and Kokoro, ElevenLabs, or Deepgram for synthesis. The project is MIT licensed and deployed via Docker (with a separate CUDA GPU image), giving teams full data sovereignty. The MCP server exposes join/leave controls, transcript and participant access, audio control, chat messaging, and video snapshots, making it a building block for custom, privacy-first meeting automation. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); joinly is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | joinly |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | MCP server that exposes meeting tools (join/leave, transcript, chat, audio control, snapshots) to AI agents |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Real-time transcription with timestamps and speaker information, subscribable for live updates |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Cross-platform support for Google Meet, Zoom, Microsoft Teams, and browser-based calls |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Modular speech-to-text and text-to-speech backends (Whisper, Deepgram, Kokoro, ElevenLabs) |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Model-agnostic: works with OpenAI, Anthropic, and local LLMs via Ollama |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Docker-based self-hosting with optional CUDA GPU image |
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.
joinly
Choose joinly if you need building custom ai meeting agents that answer questions and run tasks during live calls — strengths include fully open source (mit) and self-hostable for complete data control.
Canopy Notetaker
joinly
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while joinly is strong for building custom ai meeting agents that answer questions and run tasks during live calls. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and joinly is a free tier with paid upgrades. 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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