Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Leexi: European conversation intelligence with CRM sync for sales 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 Leexi when automatic follow-ups and crm updates matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks.
European conversation intelligence with CRM sync for sales
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
Leexi is an AI meeting assistant built for sales, customer success, and other revenue teams, with a strong presence in European markets. It records and transcribes calls and meetings across major conferencing platforms, generates summaries and action items, and provides conversation analytics so managers can review calls and coach their teams. Leexi emphasizes turning conversations into follow-through: it can draft follow-up emails, update CRM records, and surface insights across many calls so reps spend less time on administrative work after each meeting. It supports multiple languages, which suits multinational teams, and integrates with common CRMs and sales tools so data lands where teams already operate. Leexi is typically chosen by revenue organizations that want recording, summaries, and coaching analytics in one place, with particular appeal to European companies that value local language support and regional data practices. Platforms: Zoom / Google Meet / Microsoft Teams. Integrations: Zoom, Google Meet, Microsoft Teams, Salesforce, HubSpot. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Leexi is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Leexi |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Recording and transcription |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | AI summaries and action items |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Conversation analytics and coaching |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Follow-up email drafting |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | CRM integrations |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Recording and transcription |
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.
Leexi
Choose Leexi if you need sales call coaching and review — strengths include built for revenue teams with coaching analytics.
Canopy Notetaker
Leexi
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Leexi is strong for sales call coaching and review. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Leexi 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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