Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Meetily: Open-source, privacy-first AI meeting assistant that records, transcribes, and summarizes meetings entirely on your own device. 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 Meetily when capturing and summarizing in-person or any-platform meetings from one app 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, privacy-first AI meeting assistant that records, transcribes, and summarizes meetings entirely on your own device.
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
Meetily is an open-source, privacy-first AI meeting assistant that records, transcribes, and summarizes conversations locally on the user's own machine rather than in the cloud. Instead of joining calls as a visible bot participant, Meetily captures system audio directly from the device, the same way screen recording works, so no extra attendee shows up in the meeting and recordings stay on the host's computer. Because processing happens on-device, it works with effectively any meeting software, including Google Meet, Zoom, Microsoft Teams, and Discord, as well as in-person conversations. After a meeting, it generates AI summaries that surface key decisions and action items, supports customizable summary templates, and can export notes to Markdown. The project is MIT licensed with a free community edition alongside paid Pro and Enterprise tiers, and it is distributed for macOS and Windows. Meetily is aimed at privacy-conscious individuals, technical teams, and organizations that want a self-hostable, local-first alternative to bot-based notetakers and need to keep sensitive meeting audio off third-party servers. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Meetily is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Meetily |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Local, on-device recording, transcription, and summarization |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Bot-free capture via system audio (no visible meeting participant) |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Works across Google Meet, Zoom, Microsoft Teams, Discord, and in-person meetings |
| Integrations | Automatic extraction of follow-up tasks and client commitments | AI summaries highlighting key decisions and action items |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Customizable summary templates and Markdown export |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Open-source (MIT licensed) with self-hosting option |
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.
Meetily
Choose Meetily if you need privacy-conscious teams that need meeting notes without sending audio to the cloud — strengths include strong privacy posture since audio and processing stay on the user's device.
Canopy Notetaker
Meetily
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Meetily is strong for privacy-conscious teams that need meeting notes without sending audio to the cloud. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Meetily 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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