Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Koji: AI-native customer research platform whose AI interviewer runs voice and text discovery conversations at scale, then synthesizes themes automatically. 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 Koji when building personas and validating early product concepts at scale matters most. Try them side by side on real calls before deciding — needs vary by team.
AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks.
AI-native customer research platform whose AI interviewer runs voice and text discovery conversations at scale, then synthesizes themes automatically.
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
Koji is an AI-native customer research platform built around an AI interviewer that conducts natural, in-depth conversations with research participants at scale, removing the need to schedule and moderate live discovery calls one at a time. Teams describe what they want to learn, and an AI research agent helps define goals and generate an interview guide. The AI then runs the interviews asynchronously in either a text chat or spoken voice format, asking adaptive follow-up questions and probing for depth as a human moderator would. Each completed conversation is analyzed automatically for key moments and sentiment, and findings are synthesized across all interviews into study-wide reports surfacing themes, patterns, and recommendations, with every insight traceable back to the participant quote that supports it rather than presented as a black-box summary. Koji is used for exploratory work such as discovery, persona development, and market strategy, as well as concept and messaging testing. The product is operated from Amsterdam with EU data residency and GDPR compliance, offers a freemium entry point, and integrates with tools including Claude, ChatGPT, Cursor, and Notion via an MCP server. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Koji is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Koji |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Insights traceable back to specific participant quotes |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | AI interviewer that runs asynchronous voice and text discovery conversations at scale |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | AI research agent that drafts research goals and interview guides from a brief |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Automatic per-interview analysis with key moments and sentiment |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Cross-interview synthesis into study-wide themes, patterns, and recommendations |
| Best-fit workflow | Delivered within the Canopy practice-management platform | MCP integrations with Claude, ChatGPT, Cursor, and Notion |
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.
Koji
Choose Koji if you need running exploratory discovery interviews without scheduling live calls — strengths include removes scheduling overhead by running many interviews in parallel and asynchronously.
Canopy Notetaker
Koji
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Koji is strong for running exploratory discovery interviews without scheduling live calls. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Koji 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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