Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Mina: An AI meeting assistant that joins calls as a participant and can respond, take actions, and update connected tools live during the conversation. 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 Mina when running standups and filing tickets as an ai scrum facilitator 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.
An AI meeting assistant that joins calls as a participant and can respond, take actions, and update connected tools live during the conversation.
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
Mina is an AI meeting assistant designed to actively participate in calls rather than only record them. It joins meetings as a participant on Google Meet, Zoom, and Microsoft Teams, listens to the conversation, and can operate in a reactive mode that responds only when invoked with a wake phrase, or a proactive mode that listens continuously and takes actions on its own. During a meeting, Mina can capture decisions and action items, retrieve context from connected tools in real time, and generate outputs such as summaries, proposals, and follow-ups while the conversation is still in progress. It maintains memory across meetings and can be configured for different roles, such as a moderator, scrum facilitator, or interviewer. Mina connects with a broad set of business tools, including Slack, HubSpot, Salesforce, Jira, Notion, Linear, and GitHub, allowing it to update CRMs, file tickets, and push follow-ups as part of its workflow. It is aimed at sales teams that need live discovery support and instant CRM updates, customer success teams handling renewals and reviews, project teams running standups, and hiring managers, with the goal of reducing manual post-meeting work. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Mina is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Mina |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Joins Google Meet, Zoom, and Teams as an active participant |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Reactive (wake-phrase) and proactive (always-on) operating modes |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Live generation of summaries, proposals, action items, and follow-ups |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Real-time CRM and workflow updates to connected tools |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Cross-meeting memory and configurable assistant roles |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Integrations with Slack, HubSpot, Salesforce, Jira, Notion, Linear, and GitHub |
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.
Mina
Choose Mina if you need providing live discovery support and updating the crm during sales calls — strengths include acts during the meeting rather than only producing notes afterward.
Canopy Notetaker
Mina
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Mina is strong for providing live discovery support and updating the crm during sales calls. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Mina 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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